IMPACT the Future for Generations to Come
United Way of Palm Beach County is committed to the long-term vitality of our community. An endowment gift to United Way of Palm Beach County will allow us to create an ever-strengthening impact in our community for future generations. We believe that everyone in Palm Beach County deserves access to the basics such as food, education, housing and health.
1 in 5 Palm Beach County residents are served by our nonprofit partners and special projects. We carefully identify our community’s needs and invest in programs and special projects that strategically address those needs, truly helping to improve the lives of our residents and advance the common good.
Plan your legacy gift to United Way today, and help us impact the future.
Imagine a future where all children have access to a high-quality education, all working individuals achieve financial stability, and all community members have access to the resources they need to lead healthy lives.
Planned Gifts allow donors to:
- Leave a legacy that fits your philanthropic goals
- Make a long-term investment in our community
- Help meet the needs of our most vulnerable neighbors for generations to come
In addition, donors who make Planned Gifts enjoy:
- The confidence that comes with investing in an organization that has been serving our local community since 1928
- Sizable income and estate tax deductions
- Favorable capital gains tax treatment
- Additional options to provide income for you and your loved ones for life
United Way of Palm Beach County’s Premiere Planned Giving Option: Donor Advised Funds
We are proud to partner with the Community Foundation of Palm Beach and Martin Counties to host our Donor Advised Funds.
You can learn more about Donor Advised Funds here, or set up a meeting with Brian Edwards, Senior Vice President of Development, to discuss opening your fund.
Additional Planned Giving Options
We offer many other ways for you to make an investment that benefits you and makes an impact in our community.
Create Your Last Will & Testament, 100% free*
With FreeWill, your legacy and the future of our community is in your hands. FreeWill is a free, intuitive way to create your full legal will, or to begin your plans before consulting a lawyer. This tool is free to you whether or not you choose to include a gift to us and only takes about 20 minutes to complete.
Making a will gives you peace of mind today and leaves a legacy that supports the people and causes most important to you. Getting started is easier than you think and you can make changes for free at any time.
- Visit FreeWill.com/UnitedWay to start writing your will (or make a new one to update yours).
- Leave a lasting legacy by choosing to leave a gift to United Way of Palm Beach County (or any other charity of your choice) by using the drop-down menu.
- Sign your will with two witnesses and you’re all set!
- You can also use the tool to document your wishes and find an attorney near you.
Qualified Charitable Distribution (QCD) Gift*
If you are at least 70.5 years old and have a Traditional IRA, then you’re eligible to make a tax-free donation to United Way of Palm Beach County directly from your IRA, also known as a Qualified Charitable Distribution (QCD).
The year you turn 72, Traditional IRA holders must withdraw a Required Minimum Distribution (RMD). QCDs can help you meet your RMD and are tax free, even if you don’t itemize deductions on your tax return.
They also lower Adjusted Gross Income (AGI), which can help you to stay in a lower tax bracket, reduce or eliminate the taxation of Social Security or other income, and remain eligible for deductions and credits that might be lost if you had to declare the RMD amount as income.
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
You can create a lasting legacy for generations to come by partnering with United Way of Palm Beach County!
If you have any questions, please contact Brian Edwards, Senior Vice President of Development | 561-375-6649 | BrianEdwards@UnitedWayPBC.org
**The materials provided on this website 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.