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Planned Giving

Create a legacy for your community 

Planned giving is for anyone at any stage of life. 

Designating a planned gift to United Way of Bartholomew County helps show your dedication to your community while also accommodating your own personal, financial, estate- planning and philanthropic goals. 

These include gifts of equity, life insurance, real estate, personal property, or cash. Planned Giving allows you to meet your personal, financial, and philanthropic goals in tax-efficient, estate-friendly ways. Wherever you are in your career and your life, there is a Planned Giving option for you!

With early and smart planning, donors may increase the size of their total gift and/or reduce the tax burden on heirs. Just as important, a planned gift provides meaningful stability to United Way’s community impact investments.

We encourage you to talk to your financial adviser about all planned gifts you may make to United Way of Bartholomew County.

Please reach out to Joy King at jking@uwbarthco.org if you have any questions. 

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