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Planned Giving

Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can make a lasting impact on our community.

IRA Charitable Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift to SUA directly from their IRA.

Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate SUA as a beneficiary of a retirement, investment, or bank account or your life insurance policy.

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.

Donor Advised Funds

You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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