Plan Your Philanthropic Legacy
Make a lasting impression through Planned Giving
Designating a planned gift is a meaningful way to show your dedication to Burke County United Way's mission while also accommodating your own personal, financial, estate-planning, and philanthropic goals. With early planning donors may actually increase the size of their total gift and/ reduce the tax burden on heirs. Just as important, a planned gift provides meaningful stability to Burke County United Way's community impact investments in the future.
Give From Your IRA
If you are 70.5 or older, you're eligible to create a tax-free gift from your IRA to support Burke County United Way. This is called a Qualified Charitable Distribution (QDC). United Way has a free, online tool to help show you how to use funds that you are required by law to withdraw from your IRA.
Interested in making a gift to Burke County United Way via stock transfer? Please use the information below.