Legacy Gift Options
United Way of Greater Philadelphia and Southern New Jersey offers a range of Planned Giving options designed to help you fulfill your philanthropic goals, provide for your family and secure the future of our health and human services community.
Bequests in Will or Living Trusts
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 Annuities
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.