United appreciates your gifts year-round! Below are a few things to consider as 2022 comes to a close. The 2022 tax year ends on Saturday, December 31, 2022. For your gift to be considered a 2022 tax-deductible charitable donation, it must be made, received, and/or postmarked before December 31.
Stock gifts transferred to a brokerage house are credited the day received. As transfers of securities often take several days to accomplish, please begin the transfer as early as possible before the end of the year in order to ensure your gift is considered deductible for the 2022 tax-year. A call to our office would also be most appreciated at the time of the transfer. Please contact Cindy Schriever, 651-255-6111 or firstname.lastname@example.org.
Michael Tervo, CPFA
Investors Financial Group, Inc.
1300 Godward St. NE, Suite 6250
Minneapolis, MN 55413
651-888-6001 | Office number 763-525-0001
DTC#0075; ACT# 14837025
Make a difference today and save on taxes; it’s possible when you support United through your IRA.
A Special Opportunity for Those 70½ Years Old and Older
You can give up to $100,000 per year from your IRA directly to a qualified charity such as United without having to pay income taxes on the money. All gifts of $100,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference at United. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short.
Why Consider This Gift?
United Theological Seminary of the Twin Cities
767 Eustis St., Suite 140
St. Paul, MN 55114
Please be aware that our office will be closed Friday, December 23, and will reopen Tuesday, January 3, 2022.