GiftLegacy eNewsletter March 18, 2018

Clubs and Organizations

March 19, 2018


Greetings from United Way. I am pleased to share with you the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week.

Please feel free to call us at 1-800-892-2757 x533 or email plannedgiving@unitedway.org  if we can run a proposal or be of further assistance to you.

Personal Planner

Gifts with Life Income

Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift.

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Savvy Living

How to Choose a Memory Care Unit

My mom has Alzheimer's disease and has gotten to the point that she cannot live at home any longer. I need to find a good memory care residential unit for her but could use some help. Any suggestions?

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Your Plan

A Bequest to Save Taxes

Thomas was a widower who had a great love for our organization. As an individual who had directly benefited from our work.

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Washington News

Securing Your Personal Data

In IR-2018-51, the Service offered tips for data security. Because all taxpayers and professional advisors have data stored on personal and network computers, it is important to understand basic steps to protect data. These steps also reduce the risk of...
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Finances

Stocks - Adobe Tops Earnings Estimates Read more
Bonds - Treasury Yields Rise Ahead of Fed Meeting Read more
CDs and Mortgages - Mortgage Rates Fall, Breaking Nine-Week Streak Read more