Planned Giving/Estate Planning

The planned giving program helps ensure the long-term health and well being of our community.

Through this program, donors will have lasting gifts that will continue to help those in need for years to come.  Donors can give a gift of stock, bequest, life insurance policy, or trust.

All donors who have or plan to make a planned gift will be included in our donor recognition materials, unless a donor would like to remain anonymous.

Your planned gifts to United Way provides significant tax and income advantages. Please consult with your attorney or other professional advisers in considering a planned gift to United Way of North Central Florida.

Once donors have made provisions for family in their wills, they may wish to leave a specific amount, a percentage of the estate, or the residuum of the estate to United Way or other charity. Donors wishing to make a bequest to United Way may wish to use the following language:
“I give and bequeath to the United Way of North Central Florida, the sum of _________ dollars or ________ % of my estate.”

Life Insurance/Retirement Plan Proceeds
Donors may choose to make United Way of North Central Florida the designated beneficiary of life insurance or retirement plan proceeds. Life insurance polices with built-up cash value can make convenient tax-deductible gifts. Additionally, naming a charity the beneficiary of a retirement plan can result in significant tax savings.

Charitable Lead Trusts (CLT) and Charitable Remainder Trusts (CRT)
Charitable Lead Trusts and Charitable Remainder Trusts are also options for donors wishing to make provisions for charitable giving. These gift vehicles require consultation with your attorney or estate planning professional.

Charitable Gift Annuities
Charitable Gift Annuities (CGA) are one of the most popular forms of planned giving and can offer tax advantages as well as life income for the donor or a named income beneficiary. A CGA is a contract between the donor and issuing charity, in which the donor makes an irrevocable gift to the charity, and in return the charity pays the donor a fixed income for life. Upon the death of the donor, the amount remaining (residuum) goes to the charity.

To learn more about planned giving, please contact Dana Clayton at or 352-333-0846.