Planned & Legacy Giving
We invite you to leave a meaningful legacy through a planned gift to United Way. We’ve been supporting Greater Nashville for 100 years and hope you’ll be a part of the next 100 years as we build a community where every person has an equal chance at a bright future. With a planned gift to United Way, you’ll join a generous group of over 50 members of our community who already have included United Way of Greater Nashville in their estate planning.
A planned gift to United Way assures you are:
- Engaging in charitable estate planning
- Achieving your philanthropic goals via a variety of planned giving instruments
- Getting sizable estate tax deductions and favorable capital gains tax treatment
- Sustaining your impact in the community far into the future by helping assure every person has an equal chance at a bright future
As you develop your estate plan, you may wish to consider the following gift options that provide tax and income benefits.
Beneficiary of retirement plan
You can name United Way as the beneficiary of your retirement plan such as an IRA, 401(k) or 403(b). Click here to learn more.
FreeWill Tool
FreeWill is a partnership between United Way and FreeWill that allows you the opportunity to create a will for FREE! FreeWill also offers an easy opportunity for you to include United Way of Greater Nashville. Click here to learn more or just click on this link to start.
IRA Charitable Rollover
if you are 70½ or older you can make your required minimum deduction from your IRA to United Way of Greater Nashville. Click here to learn more.
Securities or highly appreciated stocks
You can donate securities or highly appreciated stocks to United Way. Click here to learn more
Trust or annuity
Set up a trust or annuity naming United Way as the beneficiary and provide income for you, your family, and United Way. Click here to learn more.
United Way Life
If you are 45 or under, you can create a life insurance policy with United Way of Greater Nashville as the beneficiary. Click here to learn more.
Wills or Simple Bequest Language
Although you should carefully review the terms of your Will with an appropriate professional advisor, we are happy to provide information and sample language on Bequests. Click here to learn more.
DISCLAIMER: Please consult your attorney or financial advisor before making any planned giving decisions.
Invitation to Join
If you are ready to proceed with your planned gift or have made a gift to United Way of Greater Nashville, here are the forms to get started:
- Gift Acceptance Policy – Please contact United Way’s CFO Summor Pennington with any questions about our Gift Acceptance Policy.
- Commitment Form for all Planned Gifts to United Way
Hickory Legacy Society
All donors who make a legacy gift to United Way become members of United Way’s Hickory Legacy Society. United Way of Greater Nashville celebrated our 100th anniversary in 2022 and would be honored to include you among our generous donors who have left a gift to United Way. Membership in the Hickory Legacy Society offers a meaningful way to leave an enduring personal legacy—and to inspire others to do the same. View the list of members here.
For additional information or questions, please contact Kim Bundy.