Estate & Planned Giving

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A better future starts with you.

Plan your legacy

Imagine a future where all children have access to a high-quality education, where all working individuals are able to support their families and all community members can connect with the resources they need to succeed and thrive. This could be your legacy. There are a variety of giving options that align with your philanthropic goals.

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


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 1/2 and older can donate up to and including $100,000 from their IRAs each year without having to treat the withdrawals as taxable income.


Benefits of Planned Giving


Confidence investing in an organization serving your community for over a century


Secure options to provide income for you and your loved ones for years to come


Sizable income/estate tax deductions, favorable capital gains tax treatment, and more


Contact Us

Questions? Contact Maria Arnold, Chief Development Officer at 203-691-4215 or


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