A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to United Way of Iredell County Endowment that will make a lasting impact.

BENEFITS OF A BEQUEST

  • Receive an estate tax charitable deduction

  • Reduce the burden of taxes on your family

  • Leave a lasting legacy to charity

HOW A BEQUEST WORKS

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way Worldwide as part of your estate plan, or you can make a bequest using a beneficiary designation form.

HERE ARE SOME OF THE WAYS TO LEAVE A BEQUEST TO UNITED WAY OF IREDELL COUNTY ENDOWMENT

  • Include a bequest to United Way  in your will or revocable trust

  • Designate United Way as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)

  • Name United Way as a beneficiary of your life insurance policy

A BEQUEST MAY BE MADE IN SERVERAL WAYS

  • Percentage bequest – make a gift of a percentage of your estate

  • Specific bequest – make a gift of a specific dollar amount or a specific asset

  • Residual bequest – make a gift from the balance or residue of your estate

WHAT TO GIVE

  • GIFTS OF STOCKS AND BONDS

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.

  • GIFTS OF REAL ESTATE

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

  • GIFTS OF RETIREMENT ASSETS

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.

  • GIFTS OF CASH

A gift of cash is a simple and easy way for you to make a gift.

  • GIFTS OF INSURANCE

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.