Planned Giving

A Gift That Keeps Giving Forever

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Planned Giving Program

A Gift That Keeps Giving Forever

What is Planned Giving?

Unity House is dedicated to empowering people with disabilities, today and forever. That's why we're always planning for the future. We could use your help. A planned gift:

  • requires no cash from you
  • can shield you and your family from taxes so that you can make a larger charitable gift
  • can grow in Unity House's Endowment, where it will provide income to support Unity House's mission every year, forever
  • leaves a legacy, projecting your values into the future for generations to come
  • allows us to thank you now for your dedication to our cause

Will Bequests

The most common method of planned giving is a Charitable Bequest. It's a statement in your will or living trust that directs that a gift be made upon your passing. It can be accomplished by adding a single sentence to your will. We recommend inserting the following wording in your will:

I give the sum of $___ (or I give ___% of my estate) to Unity House of Cayuga County Inc., 217 Genesee Street, Suite 14, Auburn, NY 13021, tax id: 16-1081372, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion.

You may also designate that your gift support Unity House's endowment or a particular Unity House program.

IRA Qualified Charitable Distribution (QCD)

If you have an traditional Individual Retirement Account (IRA) and are at least 70½ years old, you might be able to make charitable contributions and save taxes at the same time. A qualified charitable distribution (QCD), made directly by your IRA's trustee to the charity of your choice, could allow you to avoid paying taxes on up to $100,000 in capital gains income. It also counts toward any required minimum distribution (RMD) amounts.

Here's how you do a QCD:  (1) Find the form on your IRA custodian's website; (2) Fill out the form, naming Unity House of Cayuga County Inc. as recipient using our tax info (see below); (3) Mail the form in as directed.

Other Options

Making Important Decisions

Not sure what method of planned giving is best for you? We recommend you consult with a professional estate planner, attorney, or licensed financial advisor. Unity House's Planned Giving Advisory Council includes experts in all of these fields.

If you need help locating a professional, or if you have any questions planned giving, please contact us by email or at 315-253-6227, ext. 360.

Thank you for considering Unity House in your estate planning!

Unity House's Legal Name

Unity House of Cayuga County Inc.
Tax ID or EIN #16-1081372
NY State Charities registration #02-35-31

Donor-Advised Funds

A donor-advised fund (DAF) allows donors to receive an immediate tax deduction and then recommend grants from the fund over time. If your DAF is held by Fidelity, Schwab or BNY Mellon, you can use this DAF Direct widget to easily designate a grant to Unity House.