WITH GIFT PLANNING, YOU CAN PROVIDE LONG-LASTING SUPPORT FOR UNITED WAY OF WILKES COUNTY WHILE ENJOYING FINANCIAL BENEFITS FOR YOURSELF
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
What are the benefits of making a bequest:
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to United Way of Wilkes County as part of your estate plan. Please let us know when you do this.
IRA CHARITABLE ROLLOVER
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA. Talk to your tax advisor today.