The national United Way organization has a program called 'United eWay' that allows you to donate to your local United Way online through a form on their website. By clicking on the button above, your donation will be sent to the Finney County United Way!
Welcome to United Way's planned giving web site. This site was created to inform and assist you with another way of caring for your community, through a planned gift.
We like to think of planned giving as a donor service that enables you to give gifts of assets during your lifetime or through a will or testamentary instrument. In other words, it can be given now or later. The process of giving requires planning on the part of donors, their advisors, and United Way. Planned gifts provide enhanced tax benefits and some return an income to the donor.
For some, planned giving is seen as "deferred giving", or gifts that will be deferred until a later time. For example, donors may name United Way in their will but the actual gift will not be realized until the donor dies.
It could be a simple life-income agreement such as a charitable gift annuity that provides you or a beneficiary named by you with an income for a specified period.
Others see planned giving as a highly technical form of giving involving complicated trusts and tax techniques. Charitable remainder trusts are examples of this form of planned giving.
Tax and financial planning considerations may influence the size, assets contributed, and the timing of the gift; but, philanthropic intent is the primary motivation for a planned gift--the motivation to enrich your community now and forever.
Most often planned gifts are earmarked for an endowment fund. Typically, the principal of an endowment gift is invested and kept in perpetuity. Only earnings or a portion of the earnings are used each year for specified purposes.
Endowment earnings can be a major source of revenue for a United Way's mission. Specifically, an endowment should:
Please feel free to navigate through our Web site. It is informative and can be helpful as you consider future financial planning opportunities for your family and your community.
For more information, contact your local United Way or e-mail Monica Estabrooke at United Way of America. She can be reached at: monica.estabrooke@uwa.unitedway.org
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.
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