Planned Giving

By considering a planned gift to United Way California Capital Region, you have the opportunity to establish a legacy that extends beyond your lifetime.

Integrate generosity into your overall financial and estate planning to maximize tax benefits for yourself and help us end poverty for local families.

Explore some of the most common ways to give below or contact us directly for more information or ideas on how to build stronger, healthier, more compassionate communities through your giving plans.

Bequests

One of the simplest ways to create a legacy with United Way California Capital Region is through a bequest in your will or trust. You can leave a specific amount, percentage, or all of the remainder of your estate to our organization to advance our mission. This is a good option for those who would like to receive an estate tax charitable deduction and reduce the burden of taxes on their family.

IRA Charitable Rollover

An IRA charitable rollover allows individuals aged 70½ or older to lower their taxable income from IRA withdrawals by directly transferring up to $105,000 to a nonprofit, which can also fulfill the Required Minimum Distribution (RMD) for those 72 or older. This transfer is tax-free and is not capped by charitable gift deductions.

Appreciated Securities

Donating appreciated securities such as stocks, bonds, or mutual funds, is a very tax-beneficial way to make a gift to United Way California Capital Region. Giving this way often results in a larger donation to the organization, as the gift is tax-deductible and there are no capital gains taxes to pay.

Donor-Advised Fund

A donor-advised fund (DAF) is an investment account that is used for charitable giving. DAFs can be relatively inexpensive to create and maintain, offering donors the flexibility to adjust when and how they give while maximizing their tax benefits.

Let Us Help You With Your Gift Plans!

We’re here to answer any questions you may have about making a planned gift or maximizing your philanthropy with United Way California Capital Region. For more information, contact Nicole Fitt by phone at (916) 368-3025 or email [email protected].