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Planned Giving and Endowment

WAYS TO PROVIDE A PLANNED GIFT TO 

UNITED WAY OF OLMSTED COUNTY

 


 
OPTIONS THAT WILL BENEFIT UNITED WAY OF OLMSTED COUNTY AFTER ONE'S LIFETIME 

These options may provide you with the following benefits: Regular payments for yourself, a spouse, or a loved one; Flexibility and control of your assets; Saving on estate taxes; Income tax deduction.

 

DONOR ADVISED FUND

A Donor Advised Fund (DAF) is unique in that offers flexibility in your giving allocations and provides you with the available means to adequately respond and contribute to the emergent needs in the community that you care most about. 

CHARITABLE LEAD TRUST  

Suited for those with a sizeable estate who are also looking for ways to receivng relaible payments, with potential added tax benefits. 

GIFT OF APPRECIATED SECURITIES

Avoid capital gains while help to advance the mission of United Way of Olmsted County.  

GIFT OF 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.  

GIFT OF 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. 

 


OPTIONS THAT WILL ALLOW ME TO SEE MY GIFTS IN ACTION DURING MY LIFETIME

These planned giving options may provide you with the following benefits: Giving without affecting my disposable income; creating a secure financial future for my family; elimintating or reducing capital gains tax; obtaining an income tax deduction. 

 

BEQUESTS IN A WILL OR LIVING TRUST 

The most common planned gift is one made in a will or a trust. Naming United Way of Olmsted County as beneficiary of a percentage or dollar of your estate’s distributions can help ensure that we continue our mission for years to come. You also have the flexbility to change your will in the event that life circumstances change. 

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.

CHARITABLE REMAINDER TRUST 

Suited for those with a sizeable estate who are also looking for ways to receivng relaible payments, with potential added tax benefits. 

GIFT OF LIFE INSURANCE 

A gift of life insurance names United Way as both owner and beneficiary of a policy.

NAMING UWOC AS A BENEFICIARY OF RETIREMENT OR INVESTMENT ASSETS  

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

RETAINED LIFE ESTATE 

​​ You may desire to leave your home or farm to United Way of Olmsted County at your death but would also like to receive a current charitable income tax deduction. 

 

 


UNITED WAY OF OLMSTED COUNTY ENDOWMENT FUND

Our endowment builds the capacity to ensure that our community is a caring and safe place where children thrive, adults and families succeed, and basics needs are maintained. LEARN MORE ABOUT OUR ENDOWMENT.
 


Question 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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