WHEN YOU MAKE PLANS TO GIVE GENEROUSLY, WE WANT TO THANK YOU NOW.
By coordinating with us, we can ensure that the return on your investment goes to impact areas that matter to you. You have many options available for legacy giving. You can learn what they are in the information that follows.
Bequest
Including a bequest in your will or estate plan establishes a legacy to better our community. If you’ve named us as a beneficiary, will you please let us know? We want to recognize you and thank you now. To create your will at no cost and in less than 25 minutes, use this complimentary tool.
Charitable Remainder Trusts
Charitable remainder trusts provide income for beneficiaries for a set period. The amount that the beneficiaries receive can be fixed or a percentage of the trust’s value. You can designate us to receive the trust’s remainder after the terms of its payout end.
Charitable Lead Trusts
Charitable lead trusts allow you to place assets into a trust during a specified timeframe. Afterward, the trust assets are distributed to beneficiaries. You can name us as a beneficiary of your charitable lead trust.
Charitable Gift Annuity
A charitable gift annuity is a contract between United Way of Anchorage and you. When you make this type of gift to us, you receive a fixed annuity income for life. You can also name another person to be the beneficiary of your annuity.
Donor Advised Funds
Do you have a donor advised fund (DAF) at Fidelity Charitable, Schwab Charitable, or BNY Mellon? You can use DAF Direct to recommend grants to us. Sign in here to start this type of giving today.
IRA Rollover Gift
With an IRA, you must withdraw some of it every year after you reach the age of 70-and-a-half-years-old. However, the law allows you to donate up to $100,000 each year to a qualified charity. You can roll over part of your IRA to us. To initiate this gift, use the qualified charitable deduction tool.
Life Insurance
You can name us as a beneficiary of your life insurance policy. To do so, ask your insurance agent for the form that you must sign. You will receive an immediate income tax deduction when you name us as the beneficiary and owner of your policy.
Retirement Plans
You can choose to designate the remaining balance of your IRA, 401(k), Keogh, or other retirement plan—or a percentage of the balance--to us. The entire gift is exempt from taxes. Your donation will strengthen our community.
Learn about other ways to support United Way of Anchorage!
Our development team is here to assist you. They can help you create a pledge, make one-time gifts, join giving groups, and establish planned giving. If you have questions for our development team or need their help, you can reach them at (907) 263-3814 or development@ak.org.