Planned Giving

Creating Your Legacy

Creating your legacy is easier than ever.

 

Bequests

One of the most powerful ways to advance the Eastern Panhandle for the common good is to include the United Way of the Eastern Panhandle in your will. 

To make this process easier than ever, we’ve partnered with FreeWill to give all of our supporters the opportunity to write their legally valid wills online for free. In less than 20 minutes, you will have a will that is valid in all 50 states.

If you have a more complicated estate, FreeWill can be used to create a set of documented wishes to bring to a lawyer’s office and save time and money. 

Secure your legacy with United Way of the Eastern Panhandle and write your will today.

 

Gifts from your IRA

Are you 70 ½ or older with a traditional IRA? If so, you may be eligible to make a tax-free gift from your IRA called a Qualified Charitable Distribution (QCD). QCDs are always tax-free, regardless of whether or not you itemize deductions on your tax return. 

To make your tax-free gift in just a few minutes, use our free online tool. Simply fill out the information online, print the form at the end, and follow the instructions to mail to your IRA custodian. 

For your peace of mind, this tool doesn’t ask for sensitive information like account numbers or social security information. 

 

Gifts of Stocks

If you have appreciated stocks, transferring them directly to United Way of the Eastern Panhandle is a powerful way to make a greater impact on our community. It is also a way to avoid the capital gains tax, making this a savvy giving choice. 

We have a free and easy-to-use tool to guide you through the process in less than 10 minutes.

Use our free tool to make a smart gift of stocks now.