A better future starts with you.
Invest with confidence in a trusted community organization with 100+ years of service - enjoy secure income options, generous tax benefits, and favorable capital gains treatment.
Plan Your Legacy with United Way
This could be your legacy: a future where all children have access to quality education, everyone has the opportunity to support their families, and all community members connect with the resources they need to succeed. There are a variety of giving options that align with your philanthropic goals. Leverage United Way of Greater New Haven’s expertise and network to make your legacy go further.
Make A Difference
Write your Legal Will for free in less than 20 minutes!
Join the Movement
Questions about how your gift can make an impact well into the future?
Already included United Way in your estate plans?
We want to welcome you into the Legacy Society and celebrate you during your lifetime!
Ways to Give
Bequests
A gift can be made through your Last Will and Testament as an outright, residuary, contingency, or restricted bequest. Although you should carefully review the terms of your Will with an appropriate professional advisor, we are happy to provide sample bequest language. Click here to view sample bequest language.
Retirement Plan Assets
Make a lasting gift to United Way while bypassing multiple levels of taxation. United Way may be named a sole, partial or contingent beneficiary of qualified retirement plans.
Life Insurance
Naming United Way as the owner and sole beneficiary of your Life Insurance policy entitles you to an income tax deduction; naming United Way as a beneficiary (but not an owner) of your Life Insurance policy entitles you to an estate tax deduction.
Charitable Gift Annuity
Provides a structured, stable stream of income for yourself and your family and can be established with a gift of cash or appreciated securities.
Charitable Trusts
Trusts are highly effective estate planning tools that can benefit donors immediately and in the future.
IRA Rollover Gifts
American taxpayers ages 70.5 and older can donate up to and including $100,000 from their IRAs each year without having to treat the withdrawals as taxable income.
Contact Us
Questions? Contact Maria Arnold, Chief Advancement Officer at 203-691-4215 or marnold@uwgnh.org.
