Gift Planning

Ensure that your passion for creating systemic change in our community lives on by establishing your philanthropic legacy through various trusts, annuities and beneficiary options.

Giving to United Way of Greater Cincinnati can be done either directly or through various gift models. You can customize your gift to provide personalized tax benefits and income-based goals depending on your desires or portfolio.

We can work with you and your financial advisor to select the best option for you and your family. Options include:

• Stocks and Bonds
• Real Estate
• Retirement Assets
• Cash
• Life Insurance

Bequests
You designate our organization as the beneficiary of your asset by will, trust, or beneficiary designation form.

IRA Rollover
Congress enacted a permanent IRA charitable rollover so you can make an IRA rollover gift this year and in future years.

United Way Tocqueville Society Endowment
Transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Beneficiary Designation Gifts
Designate United Way as a retirement, investment, bank account or life insurance policy beneficiary. A popular way to give.

Charitable Gift Annuities
Transfer cash or appreciated property to United Way of Greater Cincinnati in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life. Another popular way to give.

Charitable Remainder Unitrust
Transfer cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides fixed income for life or a term of years.

United Way of Greater Cincinnati Foundation
The United Way of Greater Cincinnati Foundation provides a flexible vehicle for individuals, families and businesses to perpetuate their financial support of United Way, its partners, and the human services they provide.

Email [email protected].