Additional Giving Options
A planned gift may include gifts of stock, bonds, mutual funds, or real estate, given to United Way of Fort Smith Area either as an outright gift or a gift in a bequest, trust or gift annuity. Planned giving not only allows you to demonstrate your commitment to people in need, it can be an important element of your overall financial, philanthropic and estate planning.
The United Way Endowment provides perpetual assistance to the people of the United Way service area. It ensures that the work of the United Way and its agencies continues into the future.
The Endowment allows the United Way to allocate 100% of the annual campaign to United Way agencies and initiatives.
Wills or Bequests
In addition to providing for your family, your will can designate United Way of Fort Smith Area as a beneficiary. You may give a specific amount, a percentage of your estate, or all of what remains after providing for the important people in your life.
You can make United Way of Fort Smith Area a beneficiary of your IRA or retirement plan. This option is an especially effective way to minimize estate taxes.
Contributing appreciated securities such as stocks, bonds and municipal funds can provide you with significant tax benefits, including avoidance of capital gains tax.
Donations of real estate can provide significant tax benefits.
Life Income Gifts
Name United Way of Fort Smith Area as the beneficiary of a charitable remainder trust, lead trust, gift annuity, or pooled income fund. These can be tailored to meet your specific needs, in addition to benefiting United Way and its member agencies.
Gifts can be made, and often tax advantages realized, through a variety of methods. They include:
- Outright gifts
- Trust Agreements
- Life Income Plans
- Real Estate
- Life Insurance
If you are interested in planning a gift with United Way, please call United Way at 479-782-1311