United Way of Greater Atlanta100 Edgewood Avenue, N.E.Atlanta, Georgia 30303404.527.7200

Please leave United Way of Greater Atlanta in your will or estate plan, and notify us when you do.

For more information, visit us online at unitedwayatlanta.org/plannedgiving.

© 2015 United Way of Greater Atlanta | 011615 OP

Leaving a legacy means you can partner with United Way to

enable long-term community change through an endowment.

You can help us continue to solve the greatest issues affecting

our community now and into perpetuity. By endowing a gift,

you become a Legacy Leader.

Though the challenges we face may change, your planned gift

remains a constant commitment to solving them and building

a stronger community for the future.

BUILDING A LEGACY OF CHANGEA Planned Giving Guide

Peter Genz, a partner with King & Spalding LLP and his wife, Gina, made a planned gift by making United Way of Greater Atlanta the owner and beneficiary of a life insurance policy.

Tracy Crump, executive director of Foundation of Wesley Woods, included United Way of Greater Atlanta in her estate plans through her will and IRA.

Katerina Taylor, president of DeKalb Chamber of Commerce, made a planned gift by making United Way of Greater Atlanta the owner and beneficiary of a United Way Life insurance policy. Through United Way Life, donors have access to multiple life insurance products and companies.

WHAT DOES IT MEAN TO LEAVE A LEGACY?

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YOUR GIFT BEQUEST CHARITABLE GIFT ANNUITY

CHARITABLE REMAINDER TRUST (CRT)

CHARITABLE LEAD TRUST (CLT)

RETAINED LIFE ESTATELIFE INSURANCE (BENEFICIARY AT DEATH)

LIFE INSURANCE (TRANSFER OWNERSHIP OF POLICY TO UNITED WAY OR PURCHASE UNITED WAY LIFE)

RETIREMENT PLAN ASSETS 401(K), 403(B), IRA, KEOGH

YOUR GOAL • Remember those you care about most

• Maintain control of your assets during life

• Make a gift to United Way at your death

• Receive fixed income for life

• Avoid capital gains tax on the sale of your appreciated property

• Enjoy tax benefit from a charitable deduction

• Transfer your appreciated property without paying capital gains tax

• Enjoy regular income for life or a term of years

• Receive a tax benefit from a charitable deduction

• Give cash or property to your family in the future

• Avoid substantial gift or estate tax

• Provide funds to United Way during your lifetime

• Remain in your home for life or term of years

• Receive a charitable income tax deduction

• Make a more significant gift to United Way at your death

• Reduce estate tax

• Make a more significant gift to United Way at your death

• Be honored for guaranteed gift

• Reduce estate tax• Enjoy a tax benefit from a

charitable deduction

• Continue withdrawing funds during lifetime

• Change your mind if situation warrants

• Satisfaction of knowing hard-earned money will benefit others

HOW IT WORKS Designate United Way as a beneficiary of your estate by will, trust or other instrument.It can be a sum of money, property or a percentage of your estate’s residue.

Transfer cash or appreciated property to United Way in exchange for a contract to pay a fixed income (with rates based on your age) to you for the rest of your life.

Transfer cash or appreciated property to fund a charitable trust. The trust sells your property tax-free and provides you with income for life or a term of years.

Transfer cash or property to fund a lead trust that makes a gift to United Way for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.

Give property to United Way but retain the right to use the property during your life.

Name United Way as beneficiary of life insurance policy.

Gift life insurance policy to United Way. United Way becomes owner while donor remains the insured. United Way is beneficiary at death of donor. Donor contributes amount to United Way each year for premiums.

Name United Way as primary, partial or contingent beneficiary.

BENEFITS • Estate tax charitable deduction

• Life use and ownership of your property

• Revocable during lifetime

• Charitable tax deduction• Fixed income for life• Reduce and defer

capital gain• Portion of payment

stream may be tax-free

• Charitable tax deduction• Income for life or a term

of years• Possible income growth

over time• Avoidance of capital

gains tax

• Gift or estate tax deduction

• Asset and appreciation passes to family at a reduced cost

• Charitable tax deduction• Lifetime use of property

• Value of insurance policy avoids estate tax

• Maintain ownership of policy

• Beneficiary designation is revocable

• Charitable tax deduction for donated premium

• Value of insurance policy avoids estate tax

• Use of benefits during lifetime

• Estate tax charitable deduction

• Dependents avoid ordinary income tax assessments on amount paid to United Way

For more information about planned giving options, email plannedgiving@unitedwayatlanta.org, call 404.527.7215 or fill out this panel and return it to United Way.

THERE ARE SEVERAL WAYS TO MAKE A PLANNED GIFT TO UNITED WAY OF GREATER ATLANTA. Here are ways to begin planning your legacy. For more information, contact us using the tear-off panel.

Yes! I have included United Way in my will or estate plans

Yes! I would like to speak with someone about leaving my legacy

Name ____________________________________________________________

Address __________________________________________________________

__________________________________________________________

Phone ___________________________________________________________

Email ____________________________________________________________

What year did you first give to any United Way? _______________________________

United Way of Greater Atlanta Attn: Legacy Leaders100 Edgewood Avenue N.E.Atlanta, GA 30303

Please let us know when you add United Way to your will or estate plan. For more information, visit unitedwayatlanta.org/plannedgiving.

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