Planned Giving

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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Retirement Plan Beneficiary Designations

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to United Way Worldwide.

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Donor Advised Funds

A donor advised fund (or DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children or you can grant all or a portion of the remaining balance to United Way Worldwide to fulfill your philanthropic legacy.

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IRA Distributions

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

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Stock and Mutual Funds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to United Way Worldwide.

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Life Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.

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Charitable Gift Annuity

You transfer your cash or appreciated property to United Way Worldwide in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

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Royalty Income

Royalty income derives from assets such as income from natural resources assets, sales of published books and recorded lectures, patents, other copyrighted assets, music or other intellectual property. Supporters of our mission donate this royalty income stream to United Way, either during lifetime or from their estates.

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Cryptocurrency

Digital currency can also be donated to support our mission. Investors in bitcoin, Ethereum, tether or any of the other multitude of cryptocurrencies can contribute appreciated crypto to fulfill your philanthropic goals.

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