Planned Giving

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.

planned givind


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.


give button



Create a Will


United Way has partnered with FreeWill to provide our community with a free online tool to create a legal will. It's an easy, free, and virtual way to complete your will, while at the same time creating a lasting philanthropic legacy.


give button



Donate Appreciated Stocks


Making a gift of appreciated securities can be a great tax efficient way to support Burke County United Way. Donating stock supports and helps sustain our programs while helping you reduce or eliminate capital gains tax.


give button


Interested in making a gift to Burke County United Way via stock transfer? Please use the information below.


Brokerage Firm:  Haugen-Carver

Financial Group of Wells Fargo Advisors


Contact:  Donald Haugen


Phone:  (828) 437-6673

Address:  203 Queen St., Morganton NC 28655


Acct:  1822-0876


DTC:  0141