Planned Giving - Legacy or Endowments

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Do things that matter.  Operate well.  Grow resources and relationships.

Donald "Dave" Dodge Junior's Estate Gift continues to improve lives today and tomorrow. 

Consider including Greater Gallatin United Way in your estate plan and provide perpetual support and flexibility to meet the emerging needs of our communities well into the future.

A Planned or Estate Gift enables donors to make larger gifts than they could afford to make directly. Some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.  Planned gifts may produce significant tax savings. They often help a donor avoid or stretch out payment of capital gains taxes, earn federal and state income tax deductions, and reduce the size of the donor’s estate.

What is a Charitable Endowment Tax Credit?

Types of Planned Gifts:

  • Include GGUW in your will or trust
  • Name GGUW as beneficiary in life insurance policy
  • Designate GGUW as beneficiary of a retirement plan, IRA or 401(k)
  • Establish a Charitable Gift Annuity, Remainder Trust or Lead Trust
  • Start tax-free distributions from an IRA 

For more information, contact Danica Jamison, President and CEO, 406.587.2194.

Interesting facts about planned giving

The legal name to use in gift-planning transactions is Greater Gallatin United Way, Inc. Our Federal Tax ID number is 81-0384820.