Planned Giving
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How to Give

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of an IRA, after retirement and before investment or bank account, or your life insurance policy.
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  • Donor Advised Fund
    When you pass away, you can gift all or a portion of your remaining DAF balance to United Way Worldwide.
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  • Bequest
    You designate United Way Worldwide as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    Supporters of our mission give gifts from their IRA in different ways. These are the different ways IRA donors support our communities.
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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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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to United Way Worldwide but retain the right to use the property during your life.
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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. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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  • Real Estate
    Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.
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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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  • Business Interests
    As a business owner, you have the opportunity not only to build your business and accumulate wealth for yourself and your family, but also to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits and help further our mission.
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