Support the Future of Columbia County through United Way
You can make a lasting difference in Columbia County by including United Way in your long-term giving plans. Legacy gifts are powerful tools that help build a stronger, healthier community for generations to come. Below are several thoughtful and tax-efficient ways to leave your legacy.
Bequests – A Thoughtful and Meaningful Legacy
Including United Way of Columbia County in your estate plans is a powerful way to ensure your values live on. Your attorney or estate planner can help you designate United Way as a beneficiary in your will.
You can also create your will for free at FreeWill.com, where you can easily designate a percentage of your estate to support our mission and help future generations in Columbia County.
Beneficiary Designation – A Simple and Tax-Efficient Way to Give
Naming United Way of Columbia County as a beneficiary is one of the easiest and most tax-smart ways to give. Complete a short beneficiary designation form with your retirement plan, IRA administrator, or HR department, indicating the percentage you wish to direct to United Way. No legal changes to your will are required.
IRA Gifts – A Tax-Wise Way to Give Back
If you’re required to take a Required Minimum Distribution (RMD) from your IRA, you can donate that amount directly to United Way of Columbia County. This Qualified Charitable Distribution (QCD) reduces your taxable income while benefiting your community.
You may also choose to make your annual United Way gift directly from your IRA or designate United Way as a beneficiary of your remaining IRA assets. It’s a smart, tax-efficient way to make a lasting difference.
Life Insurance – A Flexible Way to Leave a Legacy
Consider naming United Way of Columbia County as a beneficiary of your life insurance policy. This allows you to make a significant future gift without impacting your current financial situation.
If you have a policy you no longer need, you can gift it to United Way, removing it from your estate and ensuring your legacy helps those in need for years to come.
Your Legacy, Columbia County’s Future
Legacy gifts ensure that your values and commitment to a stronger community live on. To learn more or speak with someone about your options, please contact United Way of Columbia County.
To donate now, visit our donations page.
Together, we can create lasting change.
