Planned Giving

Your planned gifts to United Way can be made in a variety of ways and will not only benefit United Way and Cass-Clay Community, but also may provide significant tax and income advantages.

Planned gifts can take many forms and may require the services of a financial planning professional. But most planned gifts are as simple as naming the United Way of Cass-Clay in your will or as beneficiary of a life insurance policy. Depending on the nature of the gift, there may be significant tax advantages to the donor. Many people choose to remember a loved one with a planned gift. And there is no better way to make a lasting difference in our community and leave a powerful message about the ideals, values and organizations that were important to you during your lifetime.

The following gifts are accepted by United Way of Cass-Clay:

  • Cash
  • Securities
  • Real Estate
  • Remainder Interests in Property
  • Oil, Gas, and Mineral Interests
  • Life Insurance
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Retirement Plan Beneficiary Designations
  • Bequests
  • Life Insurance Beneficiary Designations

Give Now

To learn more about planned giving please, contact Shannon Lang at slang@unitedwaycassclay.org or 701-532-2208.