By combining philanthropy with financial planning, you can give more than you ever thought possible. Planned giving allows you to achieve your own financial goals, take advantage of tax savings and make a lasting gift that will enrich the lives of many generations to come.

The United Way Endowment offers many planned giving options that can benefit you and your family:

  • Outright gifts
  • Contributor advised endowment funds
  • Bequests
  • Life insurance policies
  • Charitable gift annuities
  • Charitable lead and remainder trusts
  • Pooled income funds
  • Life estate agreements for real property
  • Private foundations

To learn more about the advantages of planned giving, please contact our planned giving staff at endowment@unitedwaymiami.org  

Professional Advisor Committee Seminar

To learn more about planned giving, check out our planned giving guide.

 
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