Planned Giving

How will you leave a legacy?

Learn how leaving a legacy with United Way of Greater Philadelphia and Southern New Jersey (UWGPSNJ) can help support the causes you care about while continuing to meet your current financial needs.

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Reach Your Philanthropic and Financial Goals with Planned Giving

A legacy gift enables you to support UWGPSNJ, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.

By including UWGPSNJ in your will or trust, naming UWGPSNJ as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.

Let us help you make the gift that's right for you.

Request a confidential, no-obligation conversation to get started.

Get in touch with us
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Join the Legacy Circle

When you make a gift to UWGPSNJ from your will or trust, you'll be welcomed into the Legacy Circle and join other supporters and friends of our important mission. Is UWGPSNJ already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.

How to Give

Not only do you have options for how your gift to UWGPSNJ will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.

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Gifts From Your Will

General Bequest

Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.

View Bequest Language
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Gifts That Pay You

Charitable Gift Annuity

You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to UWGPSNJ that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.

View CGA Information
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Beneficiary Designation and Grants

Donor Advised Funds

Designate UWGPSNJ as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.

Learn More about DAFs
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Charitable IRA Rollover

Charitable IRA Rollover

If you're 70 ½ or older, you can make a gift directly from your IRA to UWGPSNJ. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.

View IRA Rollover Information
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Beneficiary Designation and Paid-Up Policies

Gifts of Life Insurance

Name UWGPSNJ as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name UWGPSNJ as the owner and beneficiary.

Learn More about Life Insurance
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Real Estate and Other Valuables

Gifts of Property

Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

View Real Estate Gift Information
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Retirement Accounts

Beneficiary Gifts

Naming UWGPSNJ as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.

View Beneficiary Gifts
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Appreciated Stock

Gifts of Stock

When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

View Stock Transfer Information
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Other Planned Giving Vehicles

Other Options

There are many other ways to support UWGPSNJ through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit UWGPSNJ, while at the same time preserving the benefits of those assets for you and your family.

Contact Us to Discuss Your Options