The Gift of a Lifetime
What is planned giving? Think of it twofold. One, it’s future-proofing the goals and initiatives of United Way of Central Minnesota, and two it’s ensuring people’s vision for their legacy is carried out as desired. A planned gift isn’t just about end of life and endowment-type gifts either; United Way offers several ways to plan giving in an organized, easily managed way like 401k* for United Way™ and/or IRA for United Way™.
*other qualifying plans include 401A, 403B and 457 (talk with your financial representative to confirm your plan).
Planning with Purpose
Thoughtful, intentional planning helps make a significant difference for future generations and ensures our Greatest Needs fund is a safety net stronghold. Our pillars of focus including education, health, and financial stability all benefit from the care and fortitude of planned giving.
A single endowment or a planned schedule of donations can be tailored to anyone’s specific wishes or arrangements. United Way of Central Minnesota’s Planned Giving team is honored to assist you and your advisors in the best legacy decision anyone can make. Your planned giving also benefits you and your family by:
- Offering tax reductions
- Conserving wealth
- Increasing income
- Fulfilling philanthropic goals
- Fostering special interests
- Promoting lineage
