Planned Giving


It’s a big word used for people with big hearts. It extends beyond annual giving and represents true dedication to a cause. It represents the heart of very special people whose generosity lives on – even after they have passed on.

Your legacy will communicate what you care about. Your volunteer efforts are expressions of your compassion. Your financial gifts fund your caring. With a planned Legacy Gift, funded now or in the future, these communications can continue after your lifetime… even into perpetuity.

For those donors who wish to make a Legacy Gift, United Way of Tri-County offers many services in concert with your financial planner and other advisors.

Through a Legacy Gift you ensure that what is important to you continues to be funded after your life.

How can you be a Philanthropist?

It’s easier than you think. United Way of Tri-County “Live United Forever” options go above and beyond annual gifts, benefiting you, your family, and your community for generations to come. Take your pick – and leave your mark!


NOTE: The rules about Charitable IRA Rollovers have changed! Learn how this may affect your planned giving options.

Pay taxes or make choices. Cash gifts qualify most donors for a full charitable deduction when they itemize their federal income taxes, giving them more of a say in how their dollars are spent.

“Live United Forever” with a gift from your will. Gifts can be designated as outright, residuary, contingency, or restricted bequest.

Transferring shares of stocks, bonds, or mutual funds, which have increased in value, to the United Way of Tri-County is a terrific way to make a charitable gift. You save on taxes twice: You won’t be subject to the capital gains tax, plus you earn a charitable deduction for the current value of the security. To learn more, please read this updated overview of donating appreciated securities. Also, this form is available to guide you.

United Way of Tri-County can be named as the ultimate beneficiary of a charitable remainder trust or the income beneficiary of a charitable lead trust. Both are highly effective estate planning tools that can benefit donors now or later.

United Way of Tri-County can be named as the beneficiary of a new or existing life insurance policy. If United Way of Tri-County is also named as the owner of the policy, all of the donor’s premium payments are charitable deductions.

Significant tax benefits can be gained by naming United Way of Tri-County as residual beneficiary of retirement plan assets. This option allows a donor to defer a gift to the end of his or her lifetime, reduce the size of the estate, and meet charitable objectives.

Gifts of securities and real property may provide important tax advantages. Their full fair market value is deductible as a charitable contribution with certain limitations.

This gifting technique is an outright gift of cash, securities or other property to United Way of Tri-County made during a donor’s lifetime in return for the organization’s promise to pay a lifetime annuity income to the donor.