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Assets to Give

Planned Gifts to United Way ensure our communities’ education and health and human services needs are met for generations to come.

On behalf of all of those whose lives your generosity has the power to transform, we thank you for considering leaving a lasting legacy to United Way of Greater Philadelphia and Southern New Jersey.

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.

 

Contact us for more information.