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Endowment & Planned Giving

Imagine a future where all children have access to a high-quality education, where all working individuals are able to support their families and all community members can connect with the resources they need to succeed and thrive. This could be your legacy.

Benefits of a planned gift:

  • Confidence in investing in an organization serving our community for nearly a century
  • Sizeable income and estate tax deductions
  • Favorable capital gains tax treatment
  • Additional options to provide income for you and your loved ones for life
  • A legacy that fits your philanthropic goals

Call Alex Hoffmaster at 215-665-2538 or email ahoffmaster@unitedforimpact.org

Legacy Gift Options

  • Bequests – a bequest allows you to specify a gift to United Way as part of your estate plan through a will or a trust. Bequests can be given as a percentage of your estate, or a specific dollar amount or asset.
  • Charitable Gift Annuity – Charitable Gift Annuities provide a structured, stable stream of income for yourself and your family. When you transfer property to United Way of Greater Philadelphia and Southern New Jersey, we pay you a fixed income for life, some of which may be tax-free. Charitable Gift Annuities may be established with a gift of cash or appreciated securities.
  • Charitable Remainder Trusts – A Charitable Remainder Trust allows you the flexibility of making a gift and receiving an income stream for yourself or your family over a set period of time. When the gift period concludes, United Way receives the balance of the gift.
  • Gifts of Plans and Policies – Gifts of retirement assets enable you to meet your philanthropic goals while enabling your heirs to avoid income and estate taxes on these assets. United Way may be named a sole, partial or contingent beneficiary of qualified retirement plans and life insurance policies.
  • Pooled Income Funds – Gifts of cash, securities or both are invested in a pooled income fund and stewarded in conjunction with the gifts of other like-minded philanthropists. Each year for the rest of your life, you (or another named beneficiary) receive income from that investment.

Assets to Give

  • Gifts of Cash – Gifts of cash put your generosity to work in our communities immediately and come with a tax deduction.
  • Appreciated Securities – Appreciated securities allow you to bypass the capital gains tax, receive a tax deduction and in some cases arrange for an additional income stream.
  • Retirement Assets – Retirement assets allow you to make a lasting gift to United Way while bypassing multiple levels of taxation.
  • Life Insurance – Naming United Way as the owner and sole beneficiary of your Life Insurance policy entitles you to an income tax deduction; naming United Way as a beneficiary (but not an owner) of your Life Insurance policy entitles you to an estate tax deduction.

Give

When you give, you are helping us drive real, measurable change in this region; in the neighborhoods where we live, work and play. Join the movement to end poverty with a gift to support the Impact Fund.

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Leave A Legacy

Find out how your gift can make an Impact well into the future. There are a range of options designed to help you fulfill your philanthropic goals. Contact us today to plan your gift.

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