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.

Make A Difference

Write your Legal Will for free in less than 20 minutes!

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Join the Movement

Questions about how your gift can make an impact well into the future?

Click Here to Learn More

Already included United Way in your estate plans? 

Please Let Us Know Here or Download a Printable Letter of Intent

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 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.

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.

Receive Your Free Guide

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

Contact Us


Questions? Contact Maria Arnold, Chief Development Officer at 203-691-4215 or [email protected].

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