Philanthropy is a calling

What Is Planned Giving?

Planned giving allows anyone to make a substantial contribution to United Way OF North Central Oklahoma— regardless of income or financial status. It is a way to level the playing field, giving everyone a chance to become a philanthropist and make a difference. And it provides significant financial benefits to you as well.

Here’s how:

Some planned gifts provide lifelong income to the donor (yes, you read that correctly). Other gift plans significantly reduce taxes that would otherwise take a big chunk out your loved ones’ inheritance — providing for both charity and heirs in ways that maximize the gift while minimizing its impact on your estate.

In short, a planned gift is any major gift that is part of a donor’s overall financial planning.

Planned Gifts Make Dreams Come True

Did You Know …

• A planned gift allows you to shape your own legacy — all while helping us to achieve and expand our mission.
• It allows you to make a far bigger impact than annual gifts of cash.
• A planned gift allows us to continue our mission far into the future, even while it helps make a difference today.

Sound too good to be true? It’s not. The information on these pages will show you that the advantages of a planned gift are real and significant to the future of United Way of North Central Oklahoma.

Planned giving opens up a whole world of possibilities for you to make a big difference to our mission while also securing your legacy — all for generations to come.

Tip of the week

You can make a gift that costs you nothing during your lifetime.

When you make a gift through your will or trust (called a “bequest”), you help guarantee our future financial strength without affecting your current asset balance or cash flow. It’s the easiest major gift and has a far-reaching impact.