Planned Giving


 


Impact the future with a legacy gift from your

♥ Will

♥ Life insurance

♥ Trust

♥ Retirement Plan













As you plan for your personal financial future, you may find that a planned gift to the North Penn United Way would be mutually beneficial to you and the people who will be touched by your kindness.  Besides insuring a brighter future for people in need, a properly planned gift may:

            ►provide an income for life
            ►reduce or eliminate capital gains taxes
            ►generate a current income tax deduction
            ►reduce or eliminate gift and estate tax
            ►provide a much larger gift to the United Way than was ever thought possible

Contributions are investments toward helping generations to come.

There are numerous planned giving opportunities available: bequests, life income gifts, charitable remainder trusts, and more. The tax benefits of these planned gifts can be impressive. This web page is prepared to give you an overview of the ways in which you may make immediate contributions as well as those that will help secure your financial future.

We would be honored to help you design a planned gift that meets your personal goals. To join the giving group of legacy stewards or to simply learn more about tax-wise giving opportunities, please contact Sandy Smith, s.smith@npuw.org, 212-855-3002.

For additional information please click to go to the comprehensive United Way Planned Giving site.