Greetings from United Way. I am pleased to share with you the latest updates on the Gift Story, the Washington Update and the Finance Update. These services are provided as a free service to our friends each week. Please feel free to call us at 1-800-892-2757 x533 or email [email protected] if we can run a proposal or be of further assistance to you.
PERSONAL PLANNER

Passing Unequal Shares in Your Will
Because children often look at their inheritance as a representation of their parents' love, most parents leave children equal shares of their estate. However, there are a number of good reasons why a parent might leave unequal shares.
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SAVVY LIVING

Financial Scams on the Rise
What are the most common scams today? My parent has fallen victim to scams over the years and could use some help on how to avoid fraudulent schemes.
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DONOR STORY

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving.
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WASHINGTON NEWS

IRA Required Minimum Distributions by December 31
Each year the Internal Revenue Service reminds taxpayers over age 72 to take their required minimum distribution (RMD) by December 31.
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FINANCES

Home Depot Supplies Earnings
Treasury Yields Rebound
Mortgage Rates Show Dropoff

Thank you for your interest in planned giving. To access any of our resources, please go to our website.

FREE ESTATE PLANNING GUIDE

It's never too late to plan for the people and causes you care about. Our easy-to-use estate planning guide can help you gather the information you need before meeting with your attorney.
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PLANNED GIVING CALCULATORS

Use our online calculator to view the tax and income benefits of making a gift to support our cause. This can help you determine the best plan to meet your needs and goals.

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