What is Planned Giving?

A "planned gift" is a charitable contribution that is incorporated into your financial, tax, or estate plan. Through planned giving, you contribute to Butler County United Way while at the same time receiving financial benefits such as tax savings and increased income.
View our Legacy Society brochure here.
View our Charitable IRA brochure here.

Can Planned Giving benefit you?

The benefits of planned giving include:

• Reduction or elimination of your capital gains tax on appreciated assets such as securities
• Increased income for you or a person you designate as a beneficiary
• Reduction of your income tax through the charitable income tax deduction
• Decreased tax liability associated with the transfer of assets to your beneficiaries at your death
  
• Gaining membership in Butler County United Way's Legacy Society and joining a long list of faithful contributors who make a difference today and leave a legacy for tomorrow

• Make a bequest in your will
• Donate a life insurance policy
• Give through your retirement plan
• Donate real estate or personal property
• Contribute appreciated securities (stock, bonds, mutual fund shares etc.)
• Give through a pooled income fund or donor advised fund, a charitable annuity or a charitable trust
  

By providing for the future through planned giving, you make it possible for Butler County United Way to improve lives, strengthen our community, and create a brighter future for us all!

Making a gift in memory of your loved one is another valuable way to benefit our community for generations to come. Even at the most sorrowful times in our own lives, making a memorial gift can greatly impact the lives of others.

Simply by stating "in lieu of flowers, the family suggests making a donation to Butler County United Way," you choose to make a lasting tribute to your family member or friend. Memorial gifts are a way for us to honor our loved ones and bring hope in a time of sorrow.

If you have any questions about planned giving, please contact Greg Schmidt at 513.863.0800.

The purpose of this page is to provide general information. It is not intended as professional advice. Please consult your legal, tax, and financial advisors for guidance on implementation of these planned giving tools.