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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.
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Do you like to give and receive?
If so, you should consider a Charitable Gift Annuity (CGA). If you fund a CGA with cash or assets, you not only receive a guaranteed fixed payment for life, which can be very generous depending on your age, but you receive a charitable deduction and the chance to leave a lasting legacy to United Way.
To learn more about this great gift option, contact your local United Way or United Way of America's Planned Giving Department.
If you want to do a personalized illustration to find out what your benefits would be, click HERE.
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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 |
Fixed Income for Retirement |
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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