Ensure a Legacy of Change
The Legacy Circle recognizes those who make a bequest in their will or estate plan or other planned gift to United Way, ensuring a legacy of change. Please let us know if you are interested in including United Way in your personal philanthropic plans OR if you have already done so.
The most common planned gift. You simply designate United Way of Anchorage in your will. The gift can be a percentage of the estate, a specific amount, or the residual of the estate. A bequest reduces your overall estate taxes and is tax-free to the United Way. (sample language.)
It is easy to name United Way of Anchorage as the beneficiary of your life insurance policy. Your insurance agent has a simple form for you to sign. As the donor, you receive an immediate income tax deduction when you name United Way of Anchorage as the beneficiary and owner of the policy.
The remaining balance (or a percentage of the balance) of your IRA, 401(k), Keogh, etc. retirement plan can be designated to United Way of Anchorage, and 100% of the gift amount is exempt from taxes.
Charitable Remainder Trusts
CRTs allow the donor to retain income – or actually provides an income for someone else (beneficiary) – for a specific period of time (such as the death of the spouse/beneficiary). The annual payments can be either a fixed dollar amount or a set percentage of the value. When the term of the trust ends, the balance of the trust becomes property of United Way of Anchorage.
Charitable Lead Trusts
Charitable Lead Trusts allow the donor to place assets into a trust for a specific period of time. At the end of the term, the remaining trust assets are distributed to you or your beneficiaries.
Charitable Gift Annuity
A Charitable Gift Annuity is a contract between you and United Way of Anchorage. The donor makes a gift to United Way and, in return, the donor (or other beneficiary) receives a fixed annuity income for life.
Ensure a Legacy of Change.
Include a bequest to United Way in your will or estate plan and let us know that you have so we can recognize you now!