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
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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.
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.
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.
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.
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