Planned gifts, such as bequests or charitable trusts, can be an advantageous way to provide for a future gift to charity. You can continue to care for yourself and loved ones while making an impact on the Bluegrass community.
WHAT IS PLANNED GIVING?
Planned giving involves providing for a future gift to charities through your financial and estate plans. United Way of the Bluegrass welcomes gifts made through different planned giving arrangements. These arrangements can:
Provide for you or your loved ones
Entitle you to charitable income and/or gift or estate tax deductions
Enable you to leave a legacy for community through United Way
You can explore different types of planned gifts and different assets to give.
For a customized illustration on how a charitable annuity would benefit United Way, and you - click HERE.
To produce a tailored illustration of tax benefits from giving long-term, highly appreciated stock - click HERE
For additional information about planned giving, please contact Matt Roberts: firstname.lastname@example.org or 859.977.7379, ext. 257.
THE KISSLING CIRCLE
If you have decided to include United Way of the Bluegrass in your estate plans, we would like to show you our appreciation by including you as a member of our honorary society, The Kissling Circle.
As a member of The Kissling Circle, you have joined a special group of community leaders. Whether it was through a charitable bequest, gift annuity, insurance policy or some other form of planned gift, members of The Kissling Circle have created a lasting legacy of support for students, families and programs. Your planned gift creates tremendous opportunities and allows United Way of the Bluegrass to transform lives.
Contact Matt Roberts to take advantage of these gifts and forever influence your community. Call Matt at 859.977.7379 ext. 257.
Fred R. Kissling, Jr. was a longtime advocate of United Way of the Bluegrass. He was a loyal volunteer and donor who gave generously of his time and resources. Mr. Kissling was the campaign chair for UWBG in 1976 which was the first time we eclipsed $1,000,000 in fundraising. In true Fred fashion, he decided to make a final, long-lasting impact by leaving the largest planned gift in United Way of the Bluegrass history. Due to his unwavering support and selfless lifestyle, we honor him by naming our planned giving society - The Kissling Circle.
The information on this webpage or associated links is not intended as legal or tax advice. Please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income, estate taxes or state law may impact your results.