Estate Planning Kit
Protect your loved ones, organize everything for your estate in one place, and save on taxes with our free Estate Planning Kit.
Download My KitIf you have a loved one who has been impacted by United Way of Central Iowa, establishing a memorial or tribute gift is a meaningful way to honor them or celebrate a special occasion, such as a birthday, while supporting our mission. Your memorial or tribute gift will extend the legacy of your loved one and will make a difference.
An Example of How It Works
When John's mother passed away, he knew he wanted to do something that would establish a lasting legacy for her. He remembered that during her lifetime she was always praising United Way for its tireless efforts to better the community.
John decided to make a gift to United Way in his mother's name using appreciated securities. Not only will his mother's legacy live on at United Way thanks to the gift, but John also qualified for a federal income tax charitable deduction and eliminated capital gains tax on the securities.
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