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Planned Giving Guide
United Way works to advance the common good by creating opportunities for a better life for all. The United Way Endowment perpetuates that work by building a permanent savings account for our future. The Endowment provides United Way the financial stability and flexibility to continue to create lasting solutions to our emerging health and human service needs, thus building a stronger, healthier, community for generations to come. Your best interest is also ours:
Take advantage of these great interest rates on a charitable gift annuity (CGA) before December 31 and enjoy tax benefits this year. A CGA provides you with fixed payments up to 10.5% and provides the community with your legacy of caring. Benefits include: • Guaranteed payments for life • Reduction in capital gains • Potential estate tax avoidance All while helping United Way of Miami-Dade advance the common good. To learn more, call 305-646-7012. How Jennifer and Gerald Grant Live United How to Name Us as Beneficiary of Your Retirement Plan If you would like to change the beneficiary of your retirement plan to benefit United Way of Miami-Dade but are worried that the process may be inconvenient and complicated, you're about to be pleasantly surprised. Read how easy it is. More The Mess She Nearly Left: Estate Plan Review Averts Potential Heartache When Tracy O'Brien* created her first will in 2002, her goal was simple—to protect the future of her only son. Estate planning attorney Johni Hays reviews the 2002 plan and gives her advice to ensure Tracy's goals are met. More Good Things Happen When You Make a Will What do you want your will to do? When kept up-to-date, your will can specify your exact wishes. Check to make sure your will covers these seven planning practices. More Research Reveals What the Kids Will Think of Your Charitable Intentions Have you thought about including United Way of Miami-Dade in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? New research reveals how your loved ones feel about sharing their inheritance. More |
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