How it works:
Gifts of appreciated stocks and securities when made directly to UNA are a great way to support our mission. Such a gift may potentially reduce your tax liability for capital gains while providing for a tax deduction of the full fair market value of your gift at the time of the transfer of the asset from your account to the church’s account.
If you are age 70 1/2 or older, you may make a direct contribution from your retirement account to UNA under what is known as a Qualified Charitable Distribution (QCD). This direct contribution by your trustee to UNA does not get treated as income to you, thereby reducing the risk of moving into a higher tax bracket. No part of the QCD is taxed, and the full amount is transferred to UNA.
For those age 73 or older, a gift of all or part of your Required Minimum Distribution (RMD) from your retirement account may also be made directly by your trustee to the church without you incurring any ordinary income tax. No part of the RMD is taxed, and the full amount is transferred to UNA.
A gift from your Donor Advised Fund, for a one-time donation or for consistent giving, is always welcome. Please advise our office if you are making a gift in this form.
Be sure to explore the possibility of your employer making a Matching Corporate Gift to enhance the intention of your support for UNA.
Please let our accounting office know of your plans (accountingoffice@unitynorth.org), and let us know if you need any assistance.
Some information you may need:
Unity North Atlanta Church
4255 Sandy Plains Road Marietta, GA. 30066
Office: 678-819-9100
Tax ID: 58 – 1385330
Disclaimer: The information provided here by UNA is not intended as legal, tax, or financial advice. It is for informational purposes only. Please consult with a professional accountant, tax advisor, or financial advisor to determine what may be best for your individual circumstances.
Thank you in advance for your generosity.