Why Planned Giving?
Planned giving is a strategic way to support your favorite causes while ensuring your financial and philanthropic goals are met. By including charitable donations in your estate plans, you can leave a lasting legacy that benefits multiple charities through a single contribution.
Create A Lasting Legacy
Creating a lasting legacy that benefits our community for generations to come. By including United Way of Pekin in your estate plans, you can support multiple charities and causes close to your heart. Contact us today to learn how you can make a difference through planned giving.
Maximize Your Impact
Your contribution can support a network of local organizations, ensuring your generosity touches many lives. Reach out to our team to explore your planned giving options and start making a difference today.
Tax Benefits and Giving
Did you know planned giving can offer significant tax benefits? By including United Way of Pekin in your estate plans, you can reduce your tax burden while supporting vital community services. Learn more about the financial advantages of planned giving and how you can contribute to a brighter future.
Ways To Give
United Way of Pekin is a recognized 501(c)(3) non-profit organization, making your donations tax-deductible. We gratefully accept cash donations as well as in-kind donations of certain assets, including real estate, stocks, and life insurance policies. Your contributions support a wide range of community programs and services, making a lasting impact on those in need.
Please note, all planned giving should be carefully coordinated with your financial advisor to ensure it aligns with your overall financial plan and maximizes the benefits for both you and the community. For more information on how to give, contact United Way of Pekin today.
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Example: Jane, a long-time supporter of United Way, includes a bequest in her will specifying that a percentage of her estate will be donated to United Way of Pekin. This ensures her legacy continues to support community programs even after her lifetime.
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Example: John donates a significant amount of money to United Way of Pekin in exchange for a charitable gift annuity. He receives fixed annual payments for the rest of his life, and upon his passing, the remaining funds support United Way’s initiatives.
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Example: Sarah names United Way of Pekin as a beneficiary of her IRA. This allows the organization to receive the remaining funds upon her death, potentially avoiding heavy taxes that would be imposed if left to individual heirs.
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Example: Michael has a life insurance policy he no longer needs. He names United Way of Pekin as the beneficiary, providing significant future support for the organization without affecting his current financial situation.
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Example: Emily establishes a charitable remainder trust, transferring appreciated securities into the trust. She receives income for life, with the remainder going to United Way of Pekin after her death, offering tax benefits and supporting the charity.
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Example: Robert sets up a donor-advised fund and makes annual contributions to United Way of Pekin. This allows him to take an immediate tax deduction while recommending grants to the charity over time.
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Example: Linda donates a piece of real estate to United Way of Pekin, either outright or as a retained life estate. This provides her with tax benefits and a way to support the organization with a substantial gift.