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Planned Giving

WAYS TO PROVIDE A PLANNED GIFT TO 

UNITED WAY OF OLMSTED COUNTY

 


PLAN IN THE PRESENT, ALLOCATED AT A FUTURE DATE.  

Planned Giving is the process of making a significant charitable gift during your life or at death that is part of your overall financial or estate plan. In contrast, gifts to an annual fund or campaign are made from your discretionary income and although you may budget for them, they are not considered planned.

There are planned gift options that do not impact your disposable income, while others might eliminate or reduce capital gains tax in a way that will allow you to make a bigger contribution than you would be able to through a monetary gift. A planned gift might also provide significant tax breaks for your family and have the potential to guarantee you income or your loved ones income for life. 

 

BEQUESTS IN A WILL OR LIVING TRUST 

The most common planned gift is one made in a will or a trust. You also have the flexibility to change your will in the event that circumstances change. More info.
 

CHARITABLE GIFT ANNUITY (CGA) 

As a donor, you make a sizable gift to United Way of Olmsted County using cash, securities or possibly other assets. In return, you become eligible to take a partial tax deduction for your donation, plus you receive a fixed stream of income from the charity for the rest of your life. More Info

 

CHARITABLE TRUSTS  

"Loan" assets (and income) for a term or for life and recieve accelerated income tax deduction or significant estate tax benefits. More Info

 

DONOR ADVISED FUND (DAF)

Offers you flexibility in giving allocations and allows you to respond and contribute to the emergent needs in the community that you care most about. More Info. 

 

LIFE INSURANCE 

Do you have life insurance policies that you no longer need? Perhaps the children have grown or a spouse has deceased. Naming the United Way of Olmsted County as a beneficiary of a policy is a wonderful gift that can reduce taxes that may otherwise be left up to your children after your life. More Info.

 

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 United Way of Olmsted County. More Info. 

 

RETIREMENT ASSETS  

​​ Name United Way of Olmsted County as a primary or contingent beneficiary of a life insurance policy or retirement account. More Info

 

STOCK

Avoid capital gains while helping to advance the mission of United Way of Olmsted County. More Info.

 


View our Planned Giving Brochure.

Have questions about the best way for you to benefit through a planned gift? Contact Laken Jefferson at 507-528-4830 or email at lakenj@uwolmsted.org 

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