Estate & Planned Giving

A better future starts with you.

Together, We Can

Building a strong community that takes care of everyone who lives here depends on your generous support.

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

Sizable income and estate tax deductions, favorable capital gains tax treatment, and tax-free or tax-advantaged accumulation of assets for charity and heirs

Options to provide income for you and your loved ones for life

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

Start Now

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.

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.

Contact Us

Maria Arnold

Chief Development Officer 203-691-4215 | marnold@uwgnh.org Email

For questions about how your gift can make an impact well into the future, click here.

Already included United Way of Greater New Haven in your estate plans? Share your good news with us securely here download a printable letter of intent here.

Be In the Know

Sign up for our emails and stay informed about how we work with partners and supporters like you to strengthen our community.

What Browser Am I Using?

You are currently using…

image description
Internet Explorer 11.1

This browser will no longer be supported by Microsoft.

Try a different browser

image description
Google Chrome
image description
Apple Safari
image description
Firefox
image description
Microsoft Edge

We support any of these free, and easy to install, browsers.