Planned Giving

We invite you to leave a meaningful legacy through a planned gift to United Way. We’ve been supporting Eastern Idaho for over 100 years and hope you’ll be a part of the next 100 years as we build a community where every person has an equal chance at a bright future.

A planned gift to United Way assures you are:

  • Engaging in charitable estate planning
  • Achieving your philanthropic goals via a variety of planned giving instruments
  • Getting sizable estate tax deductions and favorable capital gains tax treatment
  • Sustaining your impact in the community far into the future by helping assure every person has an equal chance at a bright future

As you develop your estate plan, you may wish to consider the following gift options that provide tax and income benefits.

You can name United Way as the beneficiary of your retirement plan such as an IRA, 401(k) or 403(b). Click here to learn more.

FreeWill is a partnership between United Way and FreeWill that allows you the opportunity to create a will for FREE! FreeWill also offers an easy opportunity for you to include United Way of Eastern Idaho. Click here to learn more or just click on this link to start.

if you are 70½ or older you can make your required minimum deduction from your IRA to United Way of Eastern Idaho. Click here to learn more.

You can donate securities or highly appreciated stocks to United Way. Click here to learn more.

Set up a trust or annuity naming United Way as the beneficiary and provide income for you, your family, and United Way. Click here to learn more.

Although you should carefully review the terms of your Will with an appropriate professional advisor, we are happy to provide information and sample language on Bequests. Click here to learn more.

DISCLAIMER: Please consult your attorney or financial advisor before making any planned giving decisions.

Invitation to Join

If you are ready to proceed with your planned gift or have made a gift to United Way of Eastern Idaho, here are the forms to get started:

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