Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to the U.S. Fund for UNICEF. Making a gift of securities or mutual funds to us offers you the chance to support our work while realizing important benefits for yourself.
Securities are most often used to support our work in the form of:
An outright gift. When you donate securities to the U.S. Fund, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
A transfer on death (TOD) account. By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.
A gift in your will or living trust. If you aren't ready to give up these assets during your lifetime, a gift of securities through your will or living trust allows you the flexibility to change your mind at any time.
A charitable gift annuity. Funding a gift annuity with appreciated securities or mutual funds provides you with reliable payments for life, allows you to support our work, and offers numerous financial benefits.
A charitable remainder trust. Highly appreciated securities are one of the best ways to fund a charitable remainder trust.
A charitable lead trust. Rapidly appreciating assets such as stocks are a great way to fund a charitable lead trust.
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Submit a few details and see how naming us beneficiary of your assets can benefit you.
- Contact Karen Metzger at (866) 486-4233 or email@example.com for additional information.
- Seek the advice of your financial or legal advisor.
- If you include the U.S. Fund for UNICEF in your plans, please use our legal name and Federal Tax ID.
Legal Name: U.S. Fund for UNICEF
Address: 125 Maiden Lane, New York, New York 10038
Federal Tax ID Number: 13-1760110
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under this agreement, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.