Trident United Way Giving Options

Outright gifts – gift of appreciated securities and real estate are two options that may provide ideal tax savings for you and sizable gifts to United Way.

Bequests – Naming United Way in your will is one of the easiest ways to make a lasting expression of your charitable concerns.

Charitable Remainder Trusts – Place assets in a trust and the earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal goes to United Way.

Charitable Lead Trusts – Place assets in a trust for a specified period of time. Earnings go to United Way during the life of the trust. The principal goes to your beneficiaries when the trust terminates.

Life Insurance – Name United Way as the beneficiary or donate a paid-up policy to United Way.

Retirement Plans – Name United Way as the beneficiary of a portion of your retirement plans.

Make a contribution that will keep on giving even after you're gone.

For more information, call Kenton Barham, Vice President of Major Gifts and Planned Giving, at (843) 740-9000, x240, or email her at kbarham@tuw.org.

Thank you!

United Way Planned Giving Website - TBA

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