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.Â
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.Â
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
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 beneficiary of a retirement, investment, bank account, or life insurance policy. 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.
Brigitte Foley
Director of Transformational Giving