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Welcome to the United Way Planned Giving


Thank you for your interest in the United Way. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the United Way who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning. For more information, please contact Phil Gray (pgray@uwsjc.org). 

Benefits For Family and the United Way


There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.


Part Gift and Part Sale
Arcelia and Jorge bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jorge was impressed with the home improvement store.

Easy IRA Gift
Barbara retired after forty years as a teacher. She had volunteered for many years with United Way. She had an IRA and was nearing the time to take her required payout for this year in the amount of $2,000..

Flexible Deferred Gift Annuity
Lewis is a 54-year-old executive at a large healthcare company. He purchased company stock during years when the stock price was low, and now the stock has grown substantially to $118,000. =

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones.

 

VOLUNTEER STORIES

I give. I give to United Way because I know that my financial contributions are affecting a whole network of resources....

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