PLANNING YOUR LEGACY
Planned giving is a meaningful way to create a lasting impact on our community for generations to come. By including United Way Northwest Indiana in your estate or financial plans, you can help ensure continued support for programs and initiatives that strengthen local families, improve access to education and health resources, and create opportunities for long-term success.
Planned gifts can take many forms, including bequests in a will or trust, beneficiary designations, retirement assets, life insurance policies, charitable gift annuities, and other legacy gifts. These giving opportunities may also provide financial and tax benefits while allowing you to support the causes that matter most to you.
A planned gift is more than a contribution, it is a commitment to building a stronger future for our community. Whether you are beginning your estate planning journey or updating existing plans, planned giving offers a way to leave a lasting legacy of hope and opportunity.
If you have questions about giving, contact us at developmentteam@unitedwaynwi.org or 219.464.3583 to get started.
Legal Name - United Way Northwest Indiana, Inc.
Tax Status and Federal Employer Identificiation Number (Tax ID) - 501(c)(3) Public Charity; EIN 35-6006484
Date of IRS Tax-Exempt Determination - September 1958
Address - 951 Eastport Centre Drive, Valparaiso, IN 46383
Form of Entity and State Organization - A nonprofit corporation organized under the laws of the State of Indiana
Plan for Tomorrow
As a donor, you can name United Way Northwest Indiana as a beneficiary of assets such as:
- Bequeath stocks and investments to the United Way Northwest Indiana
- Include United Way Northwest Indiana as your beneficiary in your will
- IRA
- 401(k) or other retirement account, where permitted
- Life insurance policy
- Annuity
- Brokerage account with a transfer-on-death designation
- Donor-advised fund
- Other accounts that allow beneficiary designations
Please consult your financial advisor and contact us at developmentteam@unitedwaynwi.org to learn more about planned giving opportunities.
FreeWill is an online estate planning site that partners with nonprofits like United Way to provide free will-writing and planned giving tools.
In Indiana, donors age 70.5 or older, can be an effective charitable giving channel. A Qualified Charitable Distribution (QCD) allows you to direct money from an IRA directly to a qualified charitable organization like the United Way of Northwest Indiana without first receiving the money as taxable income.
Speak to your IRA administrator to make the check payable directly to the United Way of Northwest Indiana.
A Donor-Advised Fund is a charitable investment account established through a sponsoring charitable organization. The donor contributes assets to the DAF and generally receives the charitable tax deduction when the contribution is made. The donor can recommend grants from the DAF to nonprofits over time. The sponsoring organization legally controls the assets, while the donor retains advisory privileges.