NEED HELP? Find Resources

An older female presenting individual holding what appears to be their grandchild while on a beach on a bright and sunny day.

Create Opportunities for Future Generations

Transform Future Generations

Are you interested in leaving a legacy that transforms lives so future generations will not remain trapped in the cycles of today’s poverty?

If your answer is YES! This can be accomplished through planned giving.

What is Planned Giving?

Planned giving is a way for you to integrate your personal, financial, and estate planning by making lifetime or testamentary charitable gifts. Below we have listed some benefits of planned giving.

Planned Giving Benefits Guide

We are pleased to provide you access to our Planned Gifts Benefits Guide. This guide will expand on the key benefits of planned giving. It will also help you think about how to use your estate plan to provide for your loved ones and support the causes like United Way Bay Area that you care about.

We’re committed to making your charitable vision both impactful and enduring. Our Individual Giving team aims to assist you in forging a lasting legacy that mirrors your values and dedication to change.

Benefits of Planned Giving

Lasting Impact:

Planned giving allows you to make a significant, enduring contribution to a cause you are passionate about.

This ensures your philanthropic goals are realized well into the future, creating a legacy of support that outlives your immediate contribution.

Financial Flexibility:

By integrating charitable giving into your financial and estate planning, you gain the benefit of tax advantages, potentially enhancing your financial flexibility during your lifetime and for your heirs.

This strategic approach can maximize the effectiveness of your donations and personal financial health.

Personal Fulfillment:

Engaging in planned giving offers a deep sense of personal satisfaction, knowing you are contributing to meaningful change and supporting values and initiatives important to you.

It’s a powerful way to align your legacy with your convictions and aspirations, providing a lasting testimony to your commitment to making a difference.

“The United Way is very consistent in its mission and in its ongoing support of community-based resources. They go through the effort for me instead of me doing all of the research. United Way makes certain that the resources they’re funding are doing what they say they are doing. This seems to be a consistent story, and I have every faith that United Way will continue to do this for many years.” –Kris Falconer, Planned Giving Donor

An older male presenting individual speaking into a microphone.

Reach Out

We’d love to sit down with you to discuss your specific circumstances and options. Let’s schedule a time to discuss.

Headshot of a female presenting individual with blond hair smiling towards the camera.
Carla Zuber
Senior Director, Individual Giving

I want to set-up time to talk about Planned Giving with Carla

*All information provided here is for educational purposes only. Please consult a professional for financial and tax advice.

Thank You!

Thank you for your interest in speaking to us about Planned Giving. Your email is very important to us. You should expect to get a response within 2-3 business days.