YOUR LEGACY. OUR FUTURE.
United Way of the Dutchess-Orange Region has a long history of improving lives in our community. By making a planned gift, you will be among a special group of donors who will continue to support future generations. Planned giving allows you to:
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Support the causes you care about: Direct your gift to any of our initiatives, ensuring your passion continues to make a difference.
- Secure your legacy: Leave a lasting impact on our community and create a meaningful inheritance for future generation
"I've been giving to United Way of the Dutchess-Orange Region for almost 20 years. I added them to my will so that my legacy will be remembered... and this way, I'm able to have a positive impact on my community, even after I'm gone."
Planned Giving to the Community
Legacy donations help you turn your savings into meaningful community investments while meeting your personal, financial, and estate-planning goals.
Below are types of assets used to make a current or future gift to United Way.
Bequests
The easiest way to make an impact. A simple, flexible and versatile way to ensure we can continue to build a stronger community is through a charitable bequest, a gift in your will and living trust.
Gift of Cash or Check
Donating to United Way directly allows us to help continue to fight for the health, education and financial stability of every person in our community. Donate Now
Appreciated Stock
Making a gift of appreciated securities can be a great tax efficient way to support the lives of individuals served by United Way. Donate stock today.
Will or Trust
United Way has partnered with FreeWill to provide our community with a free online tool to create a legal will. It’s an easy and free way to complete your will, while at the same time creating a lasting philanthropic legacy. Create a Will
Life Insurance
You can name United Way as a primary life insurance beneficiary or as a contingent beneficiary should your other beneficiaries not survive you. The gift of life insurance, the benefits from the policy pass to United Way, free of federal estate tax, after your lifetime.
IRA Rollover
A qualified charitable distribution (QCD) is a wonderful option for people 70 1/2 and older. That’s because it allows you to make a gift to United Way– from $100 to $105,000–without the distribution counting as taxable income. Give from your IRA Rollover.
Retirement Plan
Donating retirement plan assets during your lifetime is done by taking a distribution from the retirement account, include the distribution in your income for that year, account for income taxes associated with the distribution amount, and then donating that distribution.
Asset Donation
You can donate any unused retirement assets as a gift to United Way's efforts. A donation from your IRA, 401(k), 403(b), pension, or other tax-deferred plan is a great way to earn tax benefits. You can deduct the market value of the asset from your income tax, up to 30% of your adjusted gross income, and you usually won't have to pay capital gains.
