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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.
NOW is the time for the CHARITABLE GIFT ANNUITY (CGA)
A charitable gift annuity can give you the peace of mind you need, especially in this economy. Donors and charities like the gift annuity because it's easy and it provides you with a guaranteed, fixed payment for life and a nice charitable deduction. And best of all, it allows you to support the efforts of United Way. Some donors like gift annuities so much that they fund more than one.
Local United Way Testimonial
 Hi. I'm Jeffrey Janis, Director, Major Gifts for United Way of Greater Los Angeles. When I first began working for United Way over 2 years ago, I was not only responsible for major gifts but planned gifts as well. A few weeks into the job, I received a call from United Way of America talking about a CGA or charitable gift annuity. I had no idea why they were calling me but found out United Way of Greater Los Angeles would be the beneficiary of 3 annuities...from the same donor! More on Local United Way Testimonial >>
To learn more about charitable gift annuities and how they can benefit you and United Way, contact your local United Way or the United Way of America Planned Giving Department..
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
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.
Tax-Free Sale |
Double My CD Return |
A Bequest to Save Taxes |
Easy IRA Gift |
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.
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