Give
Create a Legacy of Lasting Impact
At United Way of Bartholomew County, your generosity can make an impact far beyond today. Planned giving offers a meaningful way to support the causes you care about now and for generations to come. Whether through a bequest, charitable trust, or other legacy gift, your thoughtful planning helps build a stronger community, empower families, and create opportunities for all. Explore the many ways you can leave a legacy of hope and change.
Appreciated Securities – One of the most tax-smart ways to give is by donating long-term appreciated stocks, bonds, or mutual funds. Instead of paying capital gains tax, you can give the full value to United Way and also receive a charitable deduction. It’s a way to make a bigger impact at no extra cost to you.
Qualified Charitable Distributions (QCDs) – If you’re age 70½ or older, you can give directly from your IRA to United Way. These gifts count toward your required minimum distribution (RMD) but never show up as taxable income. It’s a simple way to lower your taxes while supporting causes you care about.
Legacy Gifts (Bequests) – By including United Way in your will or living trust, you leave behind more than just assets—you leave a legacy of generosity. A planned gift ensures your values live on and continues your impact in the community for generations to come.
Beneficiary Designations – Naming United Way as a beneficiary on a retirement plan, life insurance policy, or bank account is an easy way to give that often takes just minutes to set up. This simple step can make a lasting difference, without changing your current financial plans.
Donor-Advised Funds (DAFs) – If you already give through a donor-advised fund, you can recommend a grant to United Way at any time. This flexible option allows you to align your charitable giving with your personal goals while helping those who need it most.
Charitable Trusts – With a charitable trust, you can provide for your loved ones and for the community at the same time. Trusts can be structured to give you income or tax benefits today, while ensuring United Way receives support in the future.
Outright Gifts – A straightforward gift of cash, check, or an online contribution is always deeply appreciated. These gifts provide immediate resources that allow United Way to meet urgent needs and strengthen the community right now. Give online here.
If you're interested in making a gift to United Way via stock transfer, please use the information below.
Broker Institution:
Raymond James
Broker Institution Address:
125 Third Street Columbus, IN 47201
Account Name: United Way of Bartholomew Co.
Account Number: 22781660
DTC: 0725
Tax ID: 35-1132860
You can email Joy Basa-King, Director of Engagement at United Way of Bartholomew County. Or you can reach out by phone to 812-314-2344.
