Legacy Society    Frequently Asked Questions    Sordoni Foundation    Ways to Give

Investing in the Future

Your generosity is an intricate part of our community's vitality, both now and in the future years to come.  Securing your family's and/or community's future through a planned gift has never been so easy.  If you would be interested in making a gift of ongoing significance, the ideas below may be of interest.

Leaving a bequest in your will or living trust is one way to establish a lasting legacy. You may designate a specific amount or a percentage of the estate be assigned to the United Way.

1. A gift of retirement assets, such as pension plans or Individual Retirement Accounts (IRAs), may allow you to give more than you thought possible, while eliminating taxes that may otherwise largely consume these assets.

2. Considering gifts of life insurance, such as policies or proceeds you may no longer need, offer excellent tax benefits. Life insurance can also be used to "replace" assets given away, thereby providing for loved ones in addition to your charitable interests.

3. A Charitable Gift Annuity is one example of a guaranteed life income plan that also provides lasting benefits to your community. Assets are transferred to United Way with agreement that a fixed rate of return will be paid to the named beneficiary(ies) for life. In addition to the tax benefits associated with the gift, a portion of this income may be tax-free! Upon the death of the last beneficiary, the remaining principle becomes part of the United Way Endowment.

Gifts in any of these forms can be made in memory or in honor of special loved ones. Contact the Major Gifts and Planned Giving Department for more information on a planned gift above or other options you may want to consider.

United Way of Wyoming Valley
8 West Market Street, Suite 450
Wilkes-Barre, Pennsylvania 18711
Phone: (570) 829-6711
Fax: (570) 822-0522