You may mail your gift to:

Unity of Phoenix Spiritual Center
1500 E Greenway Pkwy
Phoenix, AZ 85022

Your stock broker can assist you in making a gift of stock via a direct transfer to Unity of Phoenix, or you can provide a stock certificate exchange. Giving a gift of publicly traded stock that has increased in value (and that you have owned for more than one year) may provide greater tax benefits than giving cash.

If you would like more information on how to transfer a gift of stock, please email our Accounting Team or call them at 602.978.3200.

• It’s simple. You just need to add a few sentences in your will or trust!
• It’s flexible. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
• It’s versatile. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
• It provides tax relief. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift’s full value.

Want to get the most value from your nest egg, protect your heirs from heavy taxes and help change people’s lives? Consider leaving a portion of your retirement plan assets to Unity of Phoenix!

If you die with retirement plan assets in your estate, those assets are subject to income taxes. This can reduce the amount that normally would be passed to heirs by up to 39.6 percent. In contrast, as a nonprofit organization, we are tax-exempt and eligible to receive the full amount and bypass any federal taxes. Income taxes can be eliminated or reduced through a carefully planned charitable gift.

Consider these gift options:

• Designate Unity of Phoenix as the primary beneficiary for a percentage (1 to 100 percent) of your retirement plan assets.
• Designate a specific amount to be paid to us before the remainder is divided among family beneficiaries.
• Make us the contingent beneficiary to receive the balance only if your loved one, as the primary beneficiary, doesn’t survive you.

If you would like to gift Unity of Phoenix in this way, please email our Accounting Team or call them at 602.978.3200.

Please be sure to consult with your own attorney or tax adviser before making any bequests to Unity of Phoenix. They are in the best position to assess your personal situation and provide guidance. They can also ensure compliance with all state and federal requirements. For any questions regarding the Unity of Phoenix Endowment Program, please email our Accounting Team or call them at 602.978.3200.