Planned Giving

Make a lasting investment
in our future

  • Your planned gift will help us carry out our mission for many years ahead
  • Enjoy significant tax savings while providing for a cause that's meaningful to you
  • Among other plans, you can give a future gift through your estate or an immediate gift that returns income
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Planned Gifts Calculator

  • Gift Annuity
    Benefit from excellent fixed payouts that are partly tax free plus charitable tax deduction.

  • Annuity Trust
    Receive high fixed payments with tax free sale plus charitable tax deduction.

  • Deferred Gift Annuity
    Benefit from fixed payouts beginning at a date more than one year from the gift.

  • Part Gift and Part Sale
    Enjoy substantial cash and save 50%, 70% or even 100% of tax on gain.

  • Unitrust and Sale
    Receive cash plus increased income from trust! Charitable tax deduction reduces tax on gain.

  • Unitrust
    Enjoy increased income with tax-free sale plus charitable tax deduction.

CONTACT US


Please contact us if you have any questions about how to make a gift to Metro United Way or to request any additional information that might be helpful to you and your attorney as you consider making a gift to us.

If you have included a bequest for Metro United Way in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.

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