Together, we’re investing in Rhode Island’s future with planned giving. The Anchor Society recognizes our most loyal donors who include United Way of Rhode Island in their estate plans. We’re here to make sure you receive the personalized attention you need as you create your legacy.

Endow Your Gift.

It generally takes a commitment of 20 times your annual contribution to endow an annual gift.

Bequests Through a Will or Trust.

The most popular and simplest way to make a planned gift. Through your will or trust, you can provide a specific dollar amount or percentage, a residual amount, real estate, or property to UWRI.

IRA Rollover and Pension Fund Gifts.

Donating to a nonprofit avoids double taxation under income and estate tax provisions. UWRI can be named as a partial or contingent beneficiary of your retirement or pension plan.

Gifts of Life Insurance.

Obtain tax benefits while making a substantial gift. UWRI can be named as the sole, partial, or contingent beneficiary of a new or existing life insurance policy.

Charitable Remainder Trust.

This is a simple, flexible way to provide yourself with a lifetime income while giving the remainder to a charity.

Charitable Lead Trust.

Provide an annual income to UWRI for a set number of years while receiving an annual charitable deduction. At the end of the fixed period, leave your designated beneficiary a significant, untaxed income.

Charitable Gift Annuity.

Cash or appreciated stock are the most common ways to fund a gift annuity. You can obtain an immediate charitable income tax deduction, bypassing a portion of the capital gains tax, when transferring securities to UWRI.

Ready to talk through your options?

Amanda Heinsen
Director of Major Gifts
Director of Resource Development