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You are at: Planned Giving > Gift Options > Giving Examples

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Providing for Our Children's Future

Providing for Our Children's Future

Joe and Kathy worked for many years building up their nest egg for retirement. While they felt their savings and investments would cover their own needs, they wanted to make sure that their three children were provided for in the future. One afternoon, a gift planner met with them to thank them for their faithful gifts each year. The conversation turned to the couple's long-term planning goals.

Kathy: We wanted to continue making annual gifts to charity. Yet at the same time, I was concerned about sacrificing our children's inheritance.

Joe: Our stock portfolio had appreciated significantly over the years. I wanted to pass these gains on to my family without paying a lot in gift or estate tax.

The gift planner told them about a way in which they could achieve their personal and charitable goals through a charitable lead trust. The trust would pay income to the charity for a number of years. Then the full trust value, plus any growth, would go to their children. The plan would allow them to pass on substantial wealth to their family at little or no gift tax at all. It would also reduce the size of their estate in addition to helping the charity further its work.

Kathy: I could see how this plan would be very helpful if the trust was funded with our stock. Each of our children would receive one-third of the trust assets in the future. At the same time, we would continue to make gifts to charity each year.

Joe: I also thought the plan was a good one. It would give our children time to learn how to save and invest their future inheritance. So we set-up a charitable lead trust plan that would begin paying our favorite charity income each year. The prospect of helping our children succeed in the future while providing for our favorite charitable cause made us pleased with our decision.


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By phone:

Use your credit card to donate over the phone. Our Donor Service team is available to help you between the hours of 9:00 am and 5:00 pm EST Monday through Friday. Donation Phoneline: (202) 810-0240.

By mail:

Print out the form below and send it with your gift to:

UNCF(United Negro College Fund)
Attn: Denise Scott, Direct Response Programs
1805 7th Street, N.W.
Washington, DC 20001

Printable Donation Form

Stock Transfer Instructions

Broker Merrill Lynch
DTC# 5198
Credit to: UNCF-United Negro College Fund Short-Term Investments
Acct# Number 850-04J86
Contact Karen Munoz - 212-382-8429
UNCF Tax ID # 13-1624241

Prior to transfer, please send me the name of the donor, name of stock and number of stock shares so that we may properly credit our records and provide an official receipt for tax records.

Other Ways to Donate

Workplace Giving: Give a little each payday; help a lot of students make it through college... Check it out

Honor/Memorial Giving: Honor or memorialize your loved one this holiday season...Make an honor / memorial gift

Monthly Giving: Do your small part this holiday season. Pledge a small monthly gift to help keep a kid in college. Pledge now

Planned Giving: Year's end is the best time to look at UNCF's planned giving options. Read now

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United Negro College Fund, Inc., is a recognized 501(c)3 nonprofit; federal EIN, 13-1624241
PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.