planned giving

plan your philanthropic legacy.

Designating a planned gift is a meaningful way to show your dedication to Burke County United Way's mission while also accommodating your own personal, financial, estate-planning, and philanthropic goals. With early planning donors may actually increase the size of their total gift and/ reduce the tax burden on heirs. Just as important, a planned gift provides meaningful stability to Burke County United Way's community impact investments in the future.

  • Give From Your IRA

    If you are 70.5 or older, you're eligible to create a tax-free gift from your IRA to support Burke County United Way. This is called a Qualified Charitable Distribution (QDC). United Way has a free, online tool to help show you how to use funds that you are required by law to withdraw from your IRA.

    GIVE

  • Create a Will

    United Way has partnered with FreeWill to provide our community with a free online tool to create a legal will. It's an easy, free, and virtual way to complete your will, while at the same time creating a lasting philanthropic legacy.

    CREATE

  • Donate Appreciated Stocks

    Making a gift of appreciated securities can be a great tax efficient way to support Burke County United Way. Donating stock supports and helps sustain our programs while helping you reduce or eliminate capital gains tax.

    DONATE

make a lasting impression.

Need to speak to one of our staff members about your gift planning?