Planned Giving

PLANNING WITH PURPOSE

 

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. 

Explore Planned Gift Options

Download our Planned Giving Guide

 


 

MAKE A LASTING IMPRESSION THROUGH PLANNED GIVING

Planned Giving future-proofs the goals and initiatives of United Way of Olmsted County while ensuring your vision for your legacy is carried out as desired. There are several ways to provide a planned gift, like providing gifts of appreciated stock, including us as a beneficiary in your retirement assets or life insurance policy, or making a recommendation with your Donor Advised Fund

There are planned gift options that do not impact your disposable income, while others might work to eliminate or reduce capital gains tax in a way that would allow you to make a bigger contribution compared to a cash donation. A planned gift can also provide significant tax breaks or can be a mechanism to guaranteed income for you or your loved ones for life. 

ADDITIONAL RESOURCES


My planned gift matters because I can provide a sustaining gift and know that I will always be supporting United Way. Only the appreciated value of the gifts will be used annually and the principal will remain for generations. It's a great way to leave a legacy gift to our community. - Retired IBM employee, Loyal Contributor

United Way of Olmsted County’s Planned Giving Staff and Committee of Professionals are honored to assist you in determining the best legacy decision for you.