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Donors who have included United Way in their estate plans are recognized as members of the Legacy Society. Through bequests, life insurance, charitable trusts, or retirement benefits, donors of all walks of life at all income levels can make an investment in United Way and help shape the future of the community.
Estate gifts are invested in United Way’s board-designated endowment fund. Distributions from the endowment are used as needed to support the work of United Way. Other endowment funds can be created for a specific purpose with a gift of $25,000 or more.
If you are a professional financial advisor looking for more information about Planned Giving, please visit our professional advisors resource page.
Planned Gift Opportunities
Other Ways to Give: There are many other ways an estate gift may be made to United Way, including Charitable Trusts and Charitable Gift Annuities. Please contact your financial advisor to determine the best planned giving plan for you.
- Bequests: Name United Way as a beneficiary in your will – A bequest provision can be included in your will when you create it, or you can amend an existing will.
- Outright Gifts: Make an outright gift of cash, appreciated stock or personal assets – This is an excellent technique for individuals who are looking to benefit from an immediate tax deduction, possibly from a significant bonus or selling a business.
- Retirement Plan: Name United Way as a beneficiary of a retirement plan or IRA account – Perpetuating your gift through a retirement plan is simple, flexible and can have significant tax benefits. Contact the administrator of your retirement plan to designate United Way as a beneficiary.
- Life Insurance: Name United Way as a beneficiary of an existing or new life insurance policy – Consider assigning ownership of the policy to United Way for immediate tax benefits, or simply designate United Way as the beneficiary to leave a lasting legacy in our community.
If you choose to support your United Way through your estate plans, please let us know so we may properly acknowledge your generosity. If preferred, you may remain anonymous and your gift will be kept confidential, but knowledge of your gift will enable us to better plan for the future.
For more information, or to share with us that you’ve included United Way in your estate plan, please contact James Earl Jone firstname.lastname@example.org or by calling 252.758.1604 X209.