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Gift Planning

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

Your choice to give is personal

Giving to United Way of Greater Cincinnati (UWGC) can be done either directly or through various gift models which you can customize to provide personalized tax benefits and income-based goals depending on your desires or portfolio. There is something for everyone from bequests to rollovers to various charitable trusts. 

It sounds complicated at first, but don't worry! We are your guide and will work with you and your financial advisor to find what works best for you and your family.

Learn more about the various ways to give and what you can give below. 

What can i give?

There are many options as to what you can give. Options include:

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

Ways to give

With planned giving, you can leave a legacy for lifetimes to come.


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

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IRA Rollover

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

UWGC Gift Planning: Beneficiary Designation Gifts

Beneficiary Designation Gifts

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

UWGC Planned Giving Charitable Gift Annuity

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.

UWGC Gift Planning: Charitable Remainder Unitrust

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 Board of Directors


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

Meet the board

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