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.

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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.

 

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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.

 

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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.

 

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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