Making Your Planned Gift to United Way of Greater Charlottesville
General information follows about ways to make a planned gift to United Way of Greater Charlottesville and create your legacy. The below information is not intended as legal or tax advice. Before making a charitable gift, consult your attorney, accountant, and/or other financial professional for advice on legal and tax-related matters. All gifts must meet the UWGC Gift Acceptance Policy. We reserve the right to immediately sell any stock that is contributed.
Bequests
A charitable bequest is a gift made through your estate plans, via a will or a revocable trust, and takes effect upon your death. It’s the most popular planned gift, the easiest to make, and it costs nothing during your lifetime. Bequests can include Wills or Living Trusts, Retirement Plans, and Life Insurance.,
Retirement Plan Assets
By naming United Way of Greater Charlottesville as the beneficiary of a portion or all of your retirement account, such as an IRA, 401k, 403b, or other, you maintain lifetime control of these assets, which pass on to United Way of Greater Charlottesville upon your death. Your estate may be able to avoid certain income and estate taxes. Have you already included us in your estate plan? Please let us know!
Appreciated Securities
By making a gift of publicly traded securities that have been owned for more than a year and have appreciated in value, you may receive an income tax charitable deduction for the fair market value of the donated securities while avoiding a capital gains tax. This is a win-win situation.
Life Insurance
By identifying United Way of Greater Charlottesville as the beneficiary of your life insurance policy, effective post-estate settlement, you can provide for beneficiaries, achieve substantial tax savings, and make a larger gift than might otherwise have been possible.
Tribute or Memorial
Making your bequest as a tribute or as a memorial is a great way to honor an individual or celebrate an occasion, such as an anniversary, birthday, or the arrival of a new family member. United Way of Greater Charlottesville will work with you to inform the honoree or their family, while keeping the amount of your commitment confidential. In doing so, you can demonstrate the depth of your personal feelings for an individual as well as your desire to help all families thrive for generations to come.
Get Started
For more information on how to get started in making your planned gift to United Way of Greater Charlottesville, contact Caroline Emerson at (434) 972-1707 or cemerson@unitedwaycville.org.
Please confer with your accountant, estate planner, or broker to begin the process. If you do choose to include United Way of Greater Charlottesville in your plans, please use our legal name, address, and federal tax ID number:
Legal name: United Way of Greater Charlottesville
Address: 200 Garrett Street, Suite I, Charlottesville, VA 22902
Federal tax ID number: 54-0505882