Other Ways to Give
Bob James Memorial Fund
In 2001, Gwen James established the Bob James United Way Memorial Fund at the Greater Pine Belt Community Foundation. The goal of the fund, once fully endowed, is to cover the entire administrative costs of United Way of Southeast Mississippi. To contribute to the endowment fund, contact the Greater Pine Belt Community Foundation.
Gift of Securities
You may claim the market value of the stock as a tax deduction, which is usually more than the actual amount paid for the shares.
Avoid capital gains, state and local taxes on the profit from the sale of the securities. It's easy to donate securities to United Way. Simply contact your broker and request a transfer of securities to United Way of Southeast Mississippi’s account.
Do you own assets that have substantially increased in value over the years? Donated assets such as stocks, bonds, mutual funds or real estate may provide you with an income tax deduction based on the fair market value of the gift and eliminate all capital gains taxes.
Leave a lasting legacy - Remember United Way in your will or estate plan.
A bequest to United Way is as simple as an amendment (codicil) to your will stating, "I give the rest, residue, and remainder of my estate (or a dollar amount) to United Way of Southeast Mississippi, a non- profit human service organization." Bequests may provide you with valuable estate tax savings.
You can give a life insurance policy to United Way if it is no longer needed for your family's protection. Or you can purchase a new life insurance policy, naming United Way of Southeast Mississippi as the beneficiary.