Explore Our Gift Plans
Gifts Anyone Can Make
Simple gifts that cost you nothing today. Learn More →
Will or Trust
Include United Way of the Greater Lehigh Valley in your will or trust. Your assets stay yours for life.
Donor-Advised Funds
Make a gift from your donor-advised fund, or name us as the ultimate beneficiary.
IRA Rollover
70½ or older? Give straight from your IRA, tax-free.
Retirement Plan
Your heirs may owe taxes on your retirement savings. United Way of the Greater Lehigh Valley won’t.
Stock and Appreciated Assets
Take advantage of appreciated securities without incurring capital gains tax.
Life Insurance
Make a significant gift, even without a large estate. Here's how to leverage your dollars.
Gifts That Pay You Income
Make a gift and receive payments for life. Learn More →
Charitable Gift Annuity
You want stable payments. Your gift can be in cash, stock, or other assets that may potentially help reduce capital gains tax.
Deferred Gift Annuity
Younger donors can make a gift, save for retirement, and lower their taxable income.
Charitable Remainder Unitrust
Get payments that can grow over time.
Charitable Remainder Annuity Trust
Get the same payment every year.
Designate & Donate
You can support our mission without reducing your income or diminishing your savings. Learn More →
Retirement Plans
Name United Way of the Greater Lehigh Valley as a beneficiary of your retirement plan. It’s just a form.
Stocks and Investments Fund Accounts
Name United Way of the Greater Lehigh Valley as a beneficiary of your investment account.
United States Savings Bonds
Gift savings bonds to United Way of the Greater Lehigh Valley, and save your heirs from excess taxation.
Life Insurance
Name United Way of the Greater Lehigh Valley as a beneficiary and turn your policy into a lasting gift.
Bank Accounts
Ask for a POD form, and have what's left in your checking or savings transferred to United Way of the Greater Lehigh Valley.
Jointly-Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.
Gifts of Artwork and Personal Property
Easy assets you can donate that will not affect cash flow, with little or no legal expense.
Personal Planning
Use these tools to start your gift to United Way of the Greater Lehigh Valley. Learn More →.
Goals & Benefits
There are many ways to make a gift to United Way of the Greater Lehigh Valley. Take a look at some of the options designed to help you to achieve different goals.
Professional Advisors
We can turn your clients’ philanthropic dreams into reality.
Estate Planning Section
An estate plan is a must, no matter your age or income.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Jill Wheeler, Chief Philanthropy Officer
jillw@unitedwayglv.org
484-560-1281