Major Gifts and Planned Giving
United Way of Tucson and Southern Arizona works every day to improve lives and to meet the needs of our community. Established to provide a lasting means of support to United Way of Tucson and Southern Arizona, the Lasting Legacy Society ensures that the hope we provide our community today will continue indefinitely.
We invite you to join the Lasting Legacy Society by giving a gift that will last forever. Gifts to the Lasting Legacy Society will be used to grow our endowment, which provides income to support our community’s needs. Gifts to the Society not only benefit our community, but they can also provide a more secure financial future for your family and may reduce your income tax, capital gains tax and estate tax liabilities.
You can join the Lasting Legacy Society by giving in one of the following ways:
- A bequest in your will
- A gift of cash to endow your annual contribution
- A donation of real estate or personal property
- A gift through your life insurance policy
- A donation of appreciated securities (stock, bonds, etc.)
- A gift from you r retirement plan (IRA, 401(k), etc.)
- A gift through a pooled income fund or donor advised fund
- A gift through a charitable annuity or a charitable trust
- A memorial gift or an honorarium
By providing for the future, you strengthen United Way of Tucson and Southern Arizona’s ability to make positive, lasting change for all of us today – and tomorrow. Please consider joining the Lasting Legacy Society today.
Hal Levy
Vice President of leadership & Principal Giving
520.903.3935
Click here to email Hal
Fourteen Ways to Give to United Way
- Outright Gifts of cash, securities, real estate and other assets
- Bequest by will of percentage of estate or dollar value
- Testamentary gift after usage or death of another beneficiary
- Life Insurance beneficiary or transfer of policy ownership
- Charitable Gift Annuity Trust
- Deferred Gift Annuity Trust
- Personal Home or other real estate by bequest
- Life estate in Personal Home or other real estate
- Charitable Lead Annuity Trust
- Charitable Lead Unitrust
- Charitable Remainder Unitrust
- Net Income Charitable Remainder Unitrust
- Testamentary Charitable Trusts
- Direct transfer of pension assets prior to or after death.
Other considerations could be split interest gifts that sometimes include above and donor advised funds.
