Continue to improve lives today and tomorrow.
Thank you for your interest in Greater Gallatin United Way and for taking the time to explore the benefits of gift planning. Making a legacy gift allows you to participate in solving our communities' most pressing emerging issues — needs we can't even anticipate today. With thoughtful planning, you have the power to leave a legacy through your estate, guaranteeing United Way's future investments in the community.
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.
The legal name to use in gift-planning transactions is Greater Gallatin United Way, Inc. Our Federal Tax ID number is 81-0384820.