Planned Giving
United Way has a distinguished history of addressing the needs of our evolving community. The problems facing the community are very different today than they were when United Way was founded. And there will be problems tomorrow we can't even imagine today.
United Way has also changed how money is raised.
Once totally reliant on door-to-door fund raising efforts, now United Way depends upon a broad range of community support. Most people are familiar with United Way's annual workplace campaigns, but United Way also relies on planned gifts.
What Is Planned Giving?
Planned gifts are a way to achieve personal and financial goals while creating a legacy to promote your values and improve the lives of people in your community. Many planned gifts entitle the donor to significant capital gain and estate tax forgiveness as well as a charitable deduction for federal income tax purposes.
Planned gifts are usually funded with appreciated assets such as stock or real estate, which provide the greatest benefits to the donor, but cash can be used as well. A planned gift may be made during your lifetime or by bequest.
How Can I Make a Planned Gift?
There are many methods available for making a planned gift, including the options described below. For more information, you may use the following list, or scroll down the page to read about all of them. To discuss a planned gift with a United Way Foundation representative, please contact Lance Stephens at 509 248 1557.
Options for Planned Giving
Please be aware that this information is for educational purposes only and is not intended as legal, tax or financial advice. Before making a planned gift, please consult your attorney or financial advisor to discuss your specific situation.
Two Endowment Funds Established
As part of fulfilling its Mission of ensuring a strong and enduring future for the United Way, the Trustees have established two endowments set up in the Yakima Valley Community Fund. Gifts to these endowments may be made at anytime and in any amount. For further information, you may call on the United Way Executive Director (509- 248-1557) or the Yakima Valley Community Foundation (509-457-7616)
The Endowment for Operating Expenses is established to grow to the level that the earnings will be sufficient to cover the operating costs for United Way of Yakima County; which enables each and every campaign dollar to go directly to supporting local charitable programs.
The Endowment for Annual Campaign Support will be a source of support funds for the United Way's annual campaign. The goal is to assure that life long contributors can continue their support for United Way annual campaign as a part of their legacy.
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