Campaign > Planned Giving

Making a planned gift offers the opportunity to give back to yourself, your family and your community. With planned giving, you can achieve personal and financial goals while leaving a legacy that will benefit all of Southwestern Indiana for generations to come. A planned gift is a gift of capital which is not usually made from your current income. Planned gifts can be given immediately (such as a gift of stock or real property), or deferred (such as a bequest or life insurance policy).

We would be happy to discuss your planned giving options. In addition, we strongly encourage you to contact your attorney or financial advisor to obtain information about how planned giving will affect your specific financial situation. 

There are many ways to give a planned gift:

• Bequests through your will: Name United Way in your will in the form of a stated dollar amount, specific property or a percentage of your estate.
• Charitable gift annuities: Transfer assets to United Way, through a contractual agreement, in exchange for an annual premium paid to you by United Way.
• Charitable remainder trusts: Place assets in a trust from which earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal will be given to United Way.
• Charitable lead trusts: Place assets in a trust from which earnings flow to United Way for a stated number of years. After that period, the assets inside the trust will be distributed to your beneficiaries.
• Insurance policies: Name United Way as the beneficiary of all or a portion of your life insurance.
• Retirement plan assets: Name United Way as the beneficiary of all or a portion of your retirement plans.