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Welcome to the United Way Planned Giving

Thank you for your interest in the United Way. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the United Way who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. For more information, please contact your local United Way or the United Way of America Planned Giving Department.

Benefits For Family and the United Way

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

A Bequest to Save Taxes
Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>.

Double My CD Return
Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity
Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact your local United Way. To find your local office click here.

If you are a professional advisor, you may take the following steps on this site.