A bequest is a gift made through your will or trust. It’s one of the most popular and flexible ways to support our mission. You can designate United Way as a beneficiary of your estate and gift a specific dollar amount, property, or a percentage of your estate’s residual value.

Benefits to you:
• Maintain control of your assets
• Receive an estate tax charitable deduction
• Continue to use the property you’ll leave to charity
• Change or modify your gift at any time

Naming United Way as a primary, partial, or contingent beneficiary of your retirement plan is a simple and flexible planned giving option. As a nonprofit, United Way can take a tax-free withdrawal and use your gift at its full value.

Benefits to you:
• Continue withdrawing funds and using your benefits
• Receive an estate tax charitable deduction
• Avoid income tax on your gift to United Way
• Change your beneficiary at any time

Champion our work far into the future by designating United Way as a beneficiary of your new or existing life insurance policy. Or, you can assign ownership of the policy to United Way and cover the cost of premiums to receive immediate tax benefits.

Benefits to you:

United Way as beneficiary:

• Maintain ownership of your policy

• Avoid paying estate tax

• Change your beneficiary at any time

United Way as owner:

• Remain insured under your policy

• Avoid paying estate tax

• Receive a charitable tax deduction

Your gift of cash or other property funds a trust that you designate to United Way. The trust sells your property tax free and provides you income for life or a certain number of years. United Way receives the remaining assets when the trust’s term ends.

Benefits to you:
• Avoid capital gains tax when you transfer property
• Receive a charitable tax deduction
• Ensure regular income for life or a certain number of years
• See possible income growth over time