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.
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.
Free Estate Planning Guide
Are you ready to plan your will or trust? We would like to give you a FREE Estate Planning Guide. This helpful information may enable you to successfully plan your estate and avoid an accidental disinheritance. Plan to use our Estate Planning Guide to record your family information and your estate distribution plans.
Join the Movement
For questions about how your gift can make an impact well into the future, click here.
If you have already included United Way in your estate plans, please let us know here or download a printable letter of intent so we can 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.
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.
Make a Difference
Write your Legal Will for free in less than 20 minutes.Start Now
Benefits of Planned Giving
Confidence in investing in an organization serving your community for over 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
Questions? Contact Maria Arnold, Chief Development Officer at 203-691-4215 or firstname.lastname@example.org.
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