Did you know that by making a planned gift to United Way you can…
- Avoid or postpone capital gains tax.
- Make a deferred gift by including United Way in your will.
- Give yourself or someone you love a life income that may be more than your
current investments are providing. - Reduce gift and estate taxes on assets passing to your heirs.
- Avoid double taxation on IRA or retirement plan assets and U.S. savings bonds in
your estate. - Diversify your portfolio without incurring capital gains taxes on the sale of assets.
- Give United Way an interest in your home while continuing to live there, and
receive an immediate income tax deduction.
Give Now
More About Planned Giving
A planned gift to United Way not only provides long-term support for your community, but also will help you meet your financial goals by reducing estate, gift and current income taxes or providing a steady source of income to you and your family. Contact: Frank Salkoff, Vice President, Individual Giving phone: 503.226.9329 email: plannedgiving@unitedway-pdx.org.
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Five Things You Can Do
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