Gift Planning
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How to Give

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

Click on a gift model below to learn more.

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate United Way of Central Alabama as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with a fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to United Way of Central Alabama for a number of years. Your family receives the trust remainder at substantial tax savings.
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