(how to pay fewer taxes while supporting your favorite charity and complying with IRA distribution requirements)
Presented by Nancy J. LaPointe* MBA, CFP®, ChFC®, CLU®, CASL®
Older IRA owners may make tax-free donations (also known as 'charitable IRA rollovers') from an IRA directly to a qualified organization and may exclude up to $100,000 annually from gross income. These gifts would otherwise be taxable IRA distributions. This tax provision was made permanent by the Protecting Americans from Tax Hikes (PATH) Act of 2015.
How QCDs work
If you are 70½ or older, you are...
Post date: Thursday, September 6, 2018 - 3:18pm
Small businesses play a critical role in maintaining a thriving local economy. Our Small Business Partners are an important, growing family of donors, who are vital to helping us meet the needs of our community. Every month, we will feature a small business partner in this SPOTLIGHT section of the newsletter. Introducing Mosaic Marketing Studio & Natasha Ashenhurst, owner.
Tell us about your business; and what is your business philosophy?
Mosaic Marketing Studio provides smart communications to mission-driven organizations. We learn, discover and share stories creatively so that we can...
Post date: Thursday, September 6, 2018 - 3:02pm
This is a humbling time for me. It reminds me of my first day at a Women United event, over three years ago. Like you, I had a choice about where to volunteer my time and money.
I came here as a guest, deeply honored to be invited – a mother to then 1 and 3-year-old little girls; an attorney building her law practice through ongoing sleepless nights of work and not enough sleep. My physical and mental health were suffering, and I remember how overwhelmed I felt attending that first WU event – worried that I had to be “on” and was failing miserably. I quickly saw how authentic the women...
Post date: Thursday, September 6, 2018 - 1:02pm
Recently United Way of Thurston County received a generous gift from the estate of a Thurston County resident. This heartfelt gesture was a reminder that even after we are gone, our legacy can continue for years to come.
In order to ensure that the needs of our community will be met well into the future, United Way has established a planned giving program. Through this program, investors can give lasting gifts to can plan donations that will continue to help those in need. Planned gifts are made in the form of assets rather than income. Whether through a gift of stock, bequest,...
Post date: Tuesday, July 31, 2018 - 2:01pm
If you've already signed up for our new change program, you know how simple it was to get started in helping those in need.
But if you haven't signed up yet, what's stopping you?
Did you know, in an average month, just one person's spare change- an average of $35- can make a significant impact to help those in need? That's a BIG impact thanks to your small change.
A "Round-Up" is the spare change captured from automatically rounding up your transactions to the next dollar. For instance, if you bought a coffee for $2.43 on your connected credit/debit card, we would add 57...
Post date: Tuesday, July 31, 2018 - 6:20am
It’s true what they say, “Time flies when you’re having fun”. This past year as Chair of Women United (WU) has been filled with a lot of work and a lot of fun. Coming into the role of Chair, I was both excited and anxious. I had purposefully chosen to step outside my comfort zone to help make a difference in an organization I believe in and with women who are committed to making our community a better place.
My intent was to use my strengths and experiences to drive the strategy and structure surrounding WU. I was surrounded by a team of amazing individuals on the Executive...
Post date: Thursday, July 26, 2018 - 12:50pm
It’s hard to believe it’s already been more than six months since I moved here from Florida to join United Way of Thurston County, but it’s amazing how much we’ve already accomplished in such a short time.
This is an exciting, transformational time for us. For a number of years, local United Ways have been taking a hard look at the way we’ve always done things, and asking how we can improve and grow in order to remain a relevant, powerful force for good in our communities. At United Way of Thurston County, the time has come for us to be bold and innovative. It’s time to imagine new ways of...
Post date: Sunday, June 10, 2018 - 10:06am
Calling all AmeriCorps VISTA alumni:
Please join the United Way of Thurston County AmeriCorps VISTA team on Friday, June 15 as a participant on our alumni panel. Many of our current VISTAs are nearing the end of their service and would find it very valuable to hear from former VISTAs (what did you do after completing service? How has service affected you?). We’ll facilitate a panel for Q&A before allowing for some networking.
AmeriCorps VISTA Alumni Panel
Friday, June 15
Behavioral Health Resources
3775 B Martin Way E
Post date: Tuesday, June 5, 2018 - 12:21pm
If you've received an email from anyone at United Way of Thurston County (UWTC) recently, you'll notice seven logos displayed beneath our own. These organizations are UWTC's Cornerstone Partners.
Cornerstone Partners are central to our success, providing foundational support for our organization, as well as important leadership on our board and other committees, insight on community issues, thousands of volunteers who take a hands-on role in getting things done, and the financial resources to make progress on health, education, and financial stability in Thurston County....
Post date: Tuesday, June 5, 2018 - 6:12am
United Way of Thurston County is pleased to introduce Bruce Grant, who recently joined the organization as Retired and Senior Volunteer Program (RSVP) Manager. Grant replaces former RSVP Director Paul Larsen, who has transitioned to the role of Director of Community Impact at United Way.
Grant was born and raised in Olympia; he attended college at Washington State University, majoring in sociology, and has over 11 years in the social services field. His previous roles have included Case Manager at Friendship Diversion and Guardian ad Litem Coordinator at the Lewis County Juvenile...
Post date: Monday, June 4, 2018 - 2:46pm