MAKE A PLANNED GIFT

United Way of Northwest Arkansas believes we are all invested in each other’s lives for the betterment of the community. But we can’t do it without your help. One of the most powerful ways to do this is through a planned gift, which is a charitable gift made from your overall estate or financial plans. Read below to learn how to get started!

BEGINNING MY GIVING JOURNEY

I want to plan my gift based on...

Giving Amount

Under $25,000

The most popular options for a gift in this range:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations

$25,000 to $99,999

The most popular options for a gift in this range:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations

$100,000 to $999,999

The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations
  • Outright gift of life insurance
  • Charitable remainder trust
  • Charitable lead trust

$1 Million or more

The most popular options for a gift in this range:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Beneficiary designations
  • Charitable remainder trust
  • Charitable lead trust

Age

Under 40

The best gift options for you:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Beneficiary designations

40-54

The best gift options for you:

  • Outright gift of cash
  • Outright gift of appreciated securities
  • Donor advised fund
  • Gift in will or living trust
  • Beneficiary designations

55-69

The best gift options for you:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations
  • Outright gift of real estate
  • Charitable remainder trust
  • Charitable lead trust

70+

The best gift options for you:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
  • Beneficiary designations
  • Outright gift of life insurance
  • Outright gift of real estate
  • Charitable remainder trust
  • Charitable lead trust

Assets

Cash

Most popular ways to give this asset:

  • Outright gift of cash
  • Gift in will or living trust
  • Charitable gift annuity
  • Donor advised fund
  • Charitable remainder trust
  • Charitable lead trust

Appreciated Securites

Most popular ways to give this asset:

  • Outright gift of appreciated securities
  • Gift in will or living trust
  • Charitable gift annuity
  • Donor advised fund
  • Charitable remainder trust
  • Charitable lead trust

Retirement Plan Assets

Most popular ways to give this asset:

  • Beneficiary designations
  • Charitable remainder trust
  • Donor advised fund

Life Insurance

Most popular ways to give this asset:

  • Outright gift of life insurance
  • Beneficiary designations

Real Estate

Most popular ways to give this asset:

  • Outright gift of real estate
  • Gift in will or living trust
  • Charitable gift annuity
  • Charitable remainder trust
  • Charitable lead trust

Tangible Personal Property

Most popular ways to give this asset:

  • Outright gift or bargain sale
  • Gift in will or living trust
  • Charitable gift annuity
  • Charitable remainder trust

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax adviser. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. For questions, please don’t hesitate to contact us.