Planned Giving

United Way of Greater Richmond & Petersburg has been a partner in our community for more than 100 years. We are committed to building a stronger community for generations to come. We are grateful to donors who have joined us in this commitment through their planned gifts and we welcome them as members of our Legacy Circle.

If you would like to discuss how to make an impact through an estate or other planned gift, please contact us to explore the options below.

Gifts from Your Estate

A gift can be made through your will, retirement assets or life insurance proceeds. Many donors find that through a planned gift they can make a greater impact than they ever thought possible.

Before making any planned gift you should contact your advisors. We will be pleased to discuss gift options with you, your family and your advisors—whether you are just beginning your planning or have already established plans.

Gifts of Appreciated Securities

Donating appreciated securities is another tax-wise way to give. Many donors use these assets and save on capital gains taxes.

Gifts from Retirement Assets

Retirement assets can be ideal for making a tax-wise deferred gift. Naming United Way as the beneficiary of a percentage of your retirement plan is usually a simple matter of requesting a form from your plan administrator.

In addition, the Individual Retirement Account (IRA) charitable rollover has been made permanent, allowing taxpayers ages 70 ½ and older to donate up to $100,000 from their IRAs each year without having to treat the withdrawals as taxable income.

For more information on planned giving, contact:

Paige Bullen
Director of Major Gifts
(804) 771-5883