Heritage Society

HOW TO MAKE A PLANNED GIFT

There are several ways to include United Way of Pickens County in your estate plans. Each has different benefits depending on your circumstances and goals. Julie Capaldi, President, is available to walk through the options with you.

Bequest in Your Will

A bequest is a gift made through your will. You can leave a specific dollar amount, a percentage of your estate, or a particular asset to United Way of Pickens County. Bequests can be written for the unrestricted use of the organization or directed toward a specific Impact Area or program.

Add a Codicil to Your Existing Will

A codicil is an amendment to a will that's already in place. If you already have a will and want to add United Way of Pickens County without rewriting the whole document, a codicil is the simplest path.

Qualified Charitable Distribution from an IRA

If you are 70½ or older, you can make a charitable gift directly from your IRA without paying income tax on the distribution. For donors of qualifying age, this is often the most tax-advantaged way to give.

Gifts of Stock or Mutual Funds

If you own stocks or mutual funds that have grown in value, donating them directly can be more tax-efficient than selling them first and donating the proceeds. United Way of Pickens County accepts gifts of stock or mutual fund shares of any kind. To complete a stock transfer before year-end, gifts should be initiated by December 20.

Create a Free Will Online

Through United Way's partnership with FreeWill.com, you can create a legal will online in about 20 minutes, at no cost. You're invited to consider including United Way of Pickens County in your will as part of the process.

A note on the legal side: once your will is signed and witnessed, it becomes a legal document. We recommend storing the signed original with your other important legal and financial papers, sharing copies with the people named in your will, and asking a local attorney to review the contents to ensure it reflects all your wishes.