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Planned Giving

Leaving a legacy of care.

Planned Giving

Leaving a legacy of care.

WHAT IS PLANNED GIVING?

At its core, giving is an act of compassion, an expression of our desire to create positive change in the world around us. While spontaneous donations are wonderful, planned giving takes this concept to a whole new level. It’s about envisioning a future where our support continues to thrive long after we’re gone, where our values and aspirations endure, and where our commitment to a better world remains steadfast.

Planned giving to the United Way of Southeastern Idaho creates a legacy of support that aligns with your values and leaves a positive impact for generations to come.

BENEFITS OF PLANNED GIVING

Leaving a Legacy
Planned giving is an avenue to leave behind a legacy that reflects your values and beliefs. It’s an opportunity to create a ripple effect of positive change that extends far beyond your lifetime.

Financial Wisdom
Planned giving offers you the chance to maximize financial benefits, such as tax advantages and potential income streams, for yourself and your family.

Community Impact
By supporting the United Way of Southeastern Idaho’s initiatives and programs, you contribute to the well-being of our community in a profound and lasting way.

Recognition and Celebration
United Way of Southeastern Idaho celebrates and honors the generosity of donors, acknowledging the remarkable impact they’re making every year during their Legacy of Leadership Social.

OPTIONS FOR PLANNED GIVING

Retirement Accounts

Designating the United Way of Southeastern Idaho as a beneficiary of retirement accounts can result in both financial benefits and philanthropic impact.

Bequests

Including the United Way of Southeastern Idaho in your will allows you to specify a portion of your estate to support our vital work

Charitable Gift Annuities

This arrangement provides you with fixed payments while also supporting the United Way of Southeastern Idaho’s mission.

Life Insurance Policies

Naming the United Way of Southeastern Idaho as a beneficiary of your life insurance policies offers a powerful way to give back.

Charitable Remainder Trusts

By setting up a trust, you can provide income to beneficiaries before the remainder is donated to the United Way of Southeastern Idaho.

Real Estate Gifts

Gifting real estate properties allows you to contribute to the United Way of Southeastern Idaho’s mission while potentially reducing estate taxes.

Donor-Advised Funds

These funds provide a flexible way to contribute to the United Way of Southeastern Idaho over time, while enjoying immediate tax benefits.

TAKING THE FIRST STEPS

  1. Explore Your Passions: Reflect on the causes that resonate deeply with you and align with your values.
  2. Educate Yourself: Learn about the United Way of Southeastern Idaho’s initiatives, impact, and financial health to ensure your support is well-placed.
  3. Seek Professional Advice: Consult financial advisors and legal experts to determine the best planned giving strategies for your unique circumstances.
  4. Engage with the United Way: Reach out to the United Way of Southeastern Idaho’s Leadership team to discuss options, benefits, and the profound impact of your contribution.
  5. Craft Your Legacy: Work with professionals to create a comprehensive plan that outlines your chosen approach and desired impact.

PLANNED GIVING IS MORE THAN A FINANCIAL TRANSACTION

—It’s a legacy we create, a statement of our values, and a way to ensure that the causes we hold dear continue to flourish.

By choosing to support the United Way of Southeastern Idaho through planned giving, we embark on a journey of profound impact, leaving footprints of positive change that will echo through time. As you consider the power of planned giving and the remarkable difference it can make in our community and beyond, please reach out to our CEO so that we may have the privilege of exploring together how your support can make a meaningful difference in our shared mission.

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