Learn About Wills and Bequests
What are the benefits of making a bequest?
- You leave a lasting legacy to be remembered
- You lessen the burden of taxes on your family
- You may receive estate tax savings
Meet your personal financial goals while making a difference for our future.
With a donor advised fund, you can make gifts during your lifetime, and when you pass away, your children can carry on your legacy of giving.
A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Donating appreciated stock can be more beneficial than giving cash by avoiding capital gains taxes and possibly receiving a federal tax deduction.
Broker Institution Address:
125 Third Street Columbus, IN 47201
Account Name: United Way of Bartholomew Co.
Account Number: 22781660
Tax ID: 35-1132860