SERVE YOUR COMMUNITY
There are a variety of ways to get involved with The United Way of Abilene. The Young Leaders Society, Leadership Giving Society, and the Alexis de Tocqueville Society provide opportunities for service and philanthropy. For more ways to Volunteer, visit our Volunteer page.
Popular Ways to Give
It is easy to include the United Way Foundation of Abilene in your estate plans. We welcome the opportunity to meet with you to take the next steps. We invite you to complete the Bequest Gift Intent form.
1. Designating United Way in Your Will (Making a Bequest)
This is the gift that most people make. You can designate a specific amount, a percentage or set up a contingency arrangement. You can modify an existing will to include United Way by adding a codicil or amendment. If you do not have a will, United Way has a free service called FreeWill that allows you to create a legal will online.
2. Making United Way the Beneficiary of a Life Insurance Policy
Existing or New With a modest out-of- pocket cost, you can create a substantial gift that will make an impact in our community forever. To do this, contact your insurance company and complete a change of beneficiary designation form to name the United Way Foundation of Abilene as a policy beneficiary. You may also consider the United Way Life™ program.
3. Outright Gift of Cash or Appreciated Stock
You contribute cash or transfer stock to the United Way Foundation of Abilene. You receive an income tax deduction, and for stock gifts, you avoid capital gains tax.
4. Designating United Way as a Beneficiary of a Retirement Account
You would work with your retirement account administrator to designate United Way as a beneficiary of all or a portion of one or more retirement accounts. You would receive an income tax deduction. Further, donating a retirement account would benefit the entire community through United Way. If the retirement account passed to heirs, it would be taxable to them.
5. Creating a “Split Gift” such as a Charitable Gift Annuity, Charitable Remainder Trust or Charitable Lead Trust
These are structured gifts that can provide income to you and also benefit United Way.
United Way Life
The United Way Life™ program offers a simple and convenient option for continuing your United Way contribution forever. With a modest out of pocket cost, you can create a substantial gift through a United Way Life™ guaranteed life insurance policy. Your company or United Way may be willing to match a portion of the United Way Life™ premiums to reduce your cost even further.
For information about the United Way Life™ program, please contact Cathy Ashby or Greg Wilson at 325-677-1841 or email@example.com.
In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the United Way Foundation of Abilene. Feel free to contact us for more information or assistance.
Legal Name: United Way Foundation of Abilene
Tax ID Number: 46-5656957
Incorporated In: Abilene, TX
Partner With Us
We understand that gifts to charities such as United Way Foundation of Abilene can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results
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