Build a legacy that lasts with planned giving
Ways to make a planned gift
- A bequest in your will.
- An IRA or a 401(k) beneficiary designation to United Way of a modest percentage, which may help you save significantly on your taxes.
- Life insurance beneficiary designation or UWLife Insurance that leverages an annual contribution.
- Charitable trusts or annuities that pay you or your family income and provide for the future needs of our community.
*Note, these are just a few of the ways to give a planned gift. Contact Alberto Huerta for more options at 262-898-2243.
Want to learn more?
Visit the Planned Giving FAQs page
Contact Alberto Huerta, senior director of investor relations, at 262-898-2243.