United Way of the Plains

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Leave a legacy to your community by planning a future gift to United Way.

Planned gifts are the best way to achieve your financial goals while promoting the long-term social health of our community. Planned gifts will be directed to United Way’s Legacy Fund that has as its mission “to anticipate future community needs and create, develop and fund innovative solutions.”

Will And Revocable Trust Bequests

Many donors who have supported the United Way of the Plains over the years feel inclined to continue that support after death by leaving a bequest. If they have been $1000 per year supporters, a $20,000 bequest will maintain the $1000 per year gift level forever and will always have their names attached to it. A bequest of $50,000 will allow the donor to name the specific direction of the continued gift – children’s issues, homelessness, etc.

Any gift made from an estate or a revocable trust removes the asset from the estate for estate tax purposes. (Always consult with competent counsel for tax advice.)

Charitable Gift Annuities

A Gift Annuity is an arrangement whereby a donor makes a gift but receives a lifetime of income from the United Way. When the donor dies, the remaining capital reverts to the Legacy Fund and the gift keeps providing benefits to those in need. It is an excellent retirement supplement paying out at a generous income rate. There are also significant tax advantages such as partial income tax deduction for the gift and partially tax free income from the United Way. (Always consult with competent counsel for tax advice.)

SEE EXAMPLE

Charitable Remainder Trusts

For larger capital transfers, a Charitable Remainder Trust provides broad flexibility and excellent tax treatment. The donor makes the gift into the Trust of his or her own design selecting the income rate he or she wants to receive. Like the Gift Annuity, the income can be for one or two income beneficiaries, paying until the second beneficiary dies. At that time, the remainder interest goes to the Legacy Fund to continue the good works of the United Way. (Always consult with competent counsel for tax advice.) For further information.

SEE EXAMPLE

For more information

For additional information on any of these topics or a more detailed description the Legacy Fund fill out the following form and click "Send". Or call the Director of Major Gifts, United Way of the Plains, 267-1321.

Planned Giving Information Form

Name:
Spouse's Name:
Date of Birth:
Spouse's Date of Birth:
E-mail Address:
Telephone Number:
I would like information on:
Will Planning
Charitable Gift Annuities
Charitable Life Insurance
Gift of Appreciated Property
Charitable Remainder Trust
Beneficiary of my IRA

(Neither the author nor United Way of the Plains is engaged in rendering legal or tax advice. The purpose of this document is to offer information of a general character only. Advice from legal counsel should be sought when considering planned giving arrangements.)

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