Endowment and Planned Giving
Discover the Benefits of Giving Wisely
Did you know there are creative ways to support United Way of the Greater Lehigh Valley? Ways in which United Way of the Greater Lehigh Valley, you and your loved ones all benefit at the same time?
Such giving techniques are called planned gifts, because with thoughtful planning, you create win-win solutions for you and United Way of the Greater Lehigh Valley.
Ways of Giving
Tip of the Week
Be the wealthy benefactor you wish you had.
You don’t have to be wealthy to make a generous, long-lasting gift.
- Make a gift right now that costs you nothing during your lifetime.
- Save on taxes by giving appreciated stocks, bonds, or mutual fund shares.
- Donate life insurance you no longer need.
- Use a gift to reduce your estate tax exposure and eliminate capital gains.
- Receive lifetime income back from us in return for your gift, and pass more of your assets to your heirs.
Planned gifts make it possible to support the mission of United Way of the Greater Lehigh Valley in a far more significant way than you ever thought possible.
Read more, email us, or contact us at 610-807-5721.
Legacy Circle
Members of Legacy Circle have expressed their commitment to United Way of the Greater Lehigh Valley through a very special and important form of financial support.
Plan-a-Gift ™
Interactive Plan-a-Gift™ will recommend the best gift plan to meet your individual needs based on your age, goals and assets, and will help United Way of the Greater Lehigh Valley at the same time.
Explore More Gift Options
Will or Trust →
You can plan a gift that will not affect your cash flow.
Appreciated Securities →
Take advantage of appreciated securities, avoid tax.
Life Insurance →
Make a significant gift, no matter the size of your estate.
Retirement Plan →
Donate double-taxed assets and leave more to family.
Donor-Advised Fund →
Make a gift from your DAF, or name us a beneficiary.
Charitable Gift Annuity →
Give a gift of cash or stock, recieve income in return.
Deferred Gift Annuity →
Younger donors can make a gift and lower taxable income.
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.