ABOUT THE FOUNDATION
The United Way Foundation of Abilene was established in April 2014 to build a permanent, sustainable avenue of support for the future of Abilene and the Big Country. Through gifts, bequests, and planned giving the Foundation operates to provide a safety net to meet the basic needs of our citizens both now and for future generations and to be prepared and provide support in the event of a catastrophe or unforeseen emergency in our community. A gift to the United Way Foundation of Abilene provides mission minded leadership for your investments that will extend beyond your lifetime. 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 to build a stronger community.
Dr. Sara Trammell
Dr. Cathy Ashby
The United Way Foundation of Abilene operates to further United Way of Abilene’s mission to improve lives in our community. The Foundation was created to build a permanent, sustainable avenue of support that generates income to support the annual operating expenses of United Way of Abilene. United Way of Abilene programs ensure student success, provide resources for families experiencing challenges, and empower individuals on a path to self-sufficiency. A gift to the United Way Foundation will create a legacy that will extend beyond your lifetime, and it is easier than you may think.
We invite you to become part of United Way Foundation of Abilene, a special group of leaders who have their eyes on the community’s future. Through their contributions to our endowment fund, they are making an impact that will be felt not only during their lifetimes but for many years to come.
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 firstname.lastname@example.org.
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
For information about our programs or to get involved.