Deadlines for 2009 Tax-Deductable Gifts

The end of the year will be here before you know it so we are asking that you read the following important message regarding year-end gifts and credit card donations: • December 15 was the deadline for submitting your credit card gifts in order to have them charged by December 31 for 2009 tax purposes.  • December 30 at 12:00 noon is the deadline for submitting stock certificates/gifts.   With your gift, please be sure to include your daytime phone number and address so we can contact you with questions or concerns.  • December 31 is the deadline for IRA Charitable Rollover gifts. If you are over the age of 70 ½, consider a tax-free gift to United Way from your IRA, up to $100,000.  Contact your IRA Fund Administrator or United Way for more details. Thank you in advance for your assistance in ensuring we process your generous gifts in an efficient and timely manner and thank you once again for your support of United Way. Consider making a Legacy Gift in honor of family and friends, or as a tribute gift in memory of a loved one.  Legacy gifts are outright or planned gifts to the United Way endowment.  Honorariums/memorial gifts allow donors to give “in memory of” or “in honor of” friends, family or colleagues to mark a special event, remember a special person, or recognize someone for their efforts. For more information, please email Beth Curtis, Senior Manager of Strategic Giving at BCurtis@uw-mc.org.