Loving Unity, Now and Then
Your loving care of this spiritual community can continue for generations by remembering Unity in your estate planning.
There are many ways to leave a legacy of love: a bequest, charitable remainder trust, gift annuity, stocks (see below), Minimum Required Distributions (MRD) from a 401k/IRA, and beneficiary designation to name a few. Consult with an estate planning expert for the right way for you. Download the Legacy Giving Program Brochure for more ideas.
Join the UWC Legacy Society
If you have included Unity in your trust or will, you are invited to join the Legacy Society! Please let us know about your planned gift by completing the Legacy Society Giving Form and sending it to the office.
Since 1948, Unity of Walnut Creek has empowered spiritual growth through loving community, inspiring classes, enriching workshops, uplifting music, empowering youth programs, and so much more. You can help to ensure that this wonderful resource continues to bring joy, peace, love and transformation into many lives through your planned giving. We are so grateful!
A gift of appreciated stock often offers tax benefits to the donor. Not only can the donor enjoy a charitable deduction for the fair market value of the stock, but there may not be capital gains levied on the appreciated portion.
Example: You own stock that was purchased for $10,000 and is now worth $30,000. You give the stock to Unity of Walnut Creek and receive a charitable income tax deduction for the $30,000 fair market value of the stock. In addition, you save the capital gains tax on the $20,000 appreciation.
Consult your accounting and tax professionals to be confident about your individual situation. You may be able to give more than you thought possible when the tax ramifications are considered. The benefit to Unity of Walnut Creek is the same, whether you give cash or stock, but the tax savings to you are likely to be greater if you give appreciated stock.
Making Your Gift of Stock
Please inform us of your gift plans: name of stock, number of shares, date, your current address and contact information and the purpose of the gift if you choose to dedicate it. You can e-mail the information to firstname.lastname@example.org.
Contact Unity of Walnut Creek, and we will send transfer information to your broker. If the gift is in the form of a stock certificate registered in your name, send the stock certificate and a signed Stock Power form (available from a broker).The donor’s signature must be notarized or guaranteed by a bank officer or notary.
For tax purposes, the gift is valued at the average of the high and low price on the day the shares are transferred to Unity of Walnut Creek. Donors are advised to consult with their legal, tax and estate planning professionals when considering donations other than cash.