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How You Can Help

Plan Your Legacy

EIN: 13-1635294

United Way Worldwide
P.O. Box 418607
Boston, MA 02241-8607

A planned gift is a powerful way to make a lasting impact and support United Way Worldwide for years to come. By including us in your will or donating unused retirement assets like your IRA or 401(k), you can leave a legacy while gaining potential tax benefits. You can also give through a donor-advised fund, contribute appreciated stocks or donate a life insurance policy that you no longer need. Even royalty income you’ve earned from books or music can be gifted. 

Your planned gift ensures that United Way can continue making a difference for future generations.

Plan Your Gift

United Way offers several flexible ways to plan your gift to create lasting change. Explore each option below to learn more about how you can make an impact. Contact us for assistance or more information.

  • A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way Worldwide as part of your estate plan, or you can make a bequest using a beneficiary designation form.

    Sample Bequest Language 

  • Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to United Way Worldwide. If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

    To leave your retirement assets to United Way Worldwide, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate United Way Worldwide as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

     

  • You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

  • A gift of your life insurance policy is an excellent way to make a gift to United Way Worldwide. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to United Way Worldwide. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

    If you are considering a new gift utilizing our proprietary life insurance gift channel called United Way Life®, please contact us to discuss your options and how best you can leave a magnificent philanthropic legacy.

     

  • Royalty income derives from assets such as income from natural resources assets, sales of published books and recorded lectures, patents, other copyrighted assets, published music or other intellectual property. Supporters of our mission donate this royalty income stream directly to United Way, either during lifetime or from their estates.

  • Your property may be given to United Way Worldwide by executing or signing a deed transferring ownership. You may deed part or all of your real property to United Way Worldwide. Your gift will generally be based on the property's fair market value, which must be established by an independent appraisal. Learn more at the button below.

    Gift of Real Estate 

  • As a business owner, you have the opportunity not only to build your business and accumulate wealth for yourself and your family, but also to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits and help further our mission.

    *Ensure this is intended language.

     

  • If you’re involved in a legal settlement, consider directing a cy pres award to United Way Worldwide. These awards make a big difference in improving the lives of people in communities around the globe.

    Thanks to these awards, United Way can fund programs that create healthy communities, support youth opportunities and make financial security possible for families around the world. Your support will provide emergency assistance when it’s needed most. It will help children access nutritious food. It will go toward advocating for better job opportunities and housing. And it will reduce homelessness and expand educational resources.