Planned Giving Options


United Way of Palm Beach County offers a range of Planned Giving options designed to help you fulfill your philanthropic goals.

 

Bequests in Will or Living Trusts

A Bequest allows you to specify a gift to United Way as part of your estate plan through a will or a trust. Bequests can be given as a percentage of your estate, or a specific dollar amount or asset.

 

Charitable Gift Annuities

Charitable Gift Annuities provide a structured, stable stream of income for yourself and your family. When you transfer property to United Way of Palm Beach County, we pay you a fixed income for life, some of which may be tax-free. Charitable Gift Annuities may be established with a gift of cash or appreciated securities.

  • Charitable Lead Trusts

A Charitable Lead Trust allows you to make a gift to a trust and provide that income from the trust to United Way of Palm Beach County for a fixed period of years.  The gift is then returned to you or your heirs at the end of the period of years.

  • Charitable Remainder Trusts

A Charitable Remainder Trust allows you the flexibility of making a gift and receiving an income stream for yourself or your family over a set period of time. When the gift period concludes, United Way receives the balance of the gift.

 

Gifts of Plans and Policies

Gifts of retirement assets enable you to meet your philanthropic goals while enabling your heirs to avoid income and estate taxes on these assets. United Way may be named a sole, partial or contingent beneficiary of qualified retirement plans and life insurance policies.

 

Life Insurance Policies

An insurance policy may be transferred to United Way of Palm Beach County sole ownership with United Way of Palm Beach County as sole beneficiary by the donor. The policy’s value is a charitable contribution the year of transfer.  United Way of Palm Beach County may also be named as a beneficiary of a life insurance policy.

 

Real Estate Gifts

Gifts of real estate property may be given outright or as an undivided partial interest in property, or a donor may choose to give a remainder interest in property.  The donor may give their residence, vacation property or farm.

 

Life Estate Gifts

You can contribute a personal residence or farm to United Way of Palm Beach County and continue to occupy the property until death, subject to the approval of the Finance Committee.

Complete Declaration of Intent

 

Questions or would you like to set up an appointment?

Please contact Danielle Hanson, Vice President of Major Gifts & Planned Giving | 561.375.6649

 

The materials provided on this web site are not intended as legal or tax advice.  We encourage you to consult your own financial advisor to arrange a gifting plan that best suits your personal circumstances and vested interest in United Way of Palm Beach County.

Accreditations

Contributions benefit United Way of Palm Beach County, a not-for-profit tax-exempt organization. “A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION OF UNITED WAY OF PALM BEACH COUNTY, CH802, MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1. 800.435.7352 WITHIN THE STATE OF FLORIDA, OR AT www.freshfromflorida.com/Divisions-Offices/Consumer-Services. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.”
United Way of Palm Beach County receives 100% of each contribution.