Planned Giving

IRA CHARITABLE ROLLOVERS

Did you know that taxpayers 70½ and older are required to take annual distributions from an IRA? These are ultimately subject to taxation. But there’s a way to save on your taxes – and support our community.

With rollover contributions from your IRA, you can donate up to $100,000 each year to charitable organizations such as United Way of the Southern Tier – completely tax-free.

Contact Lisa T. Gill — Director of Finance & Administration — by email or phone, 607-377-5832, to learn how you or a loved one can use your investment to help build a bright future for individuals and families in the Southern Tier.


Create a legacy with a bequest

One of the most powerful ways to advance Chemung and Steuben counties for the common good is to include United Way of the Southern Tier in your will.

To make this process easier than ever, we’ve partnered with FreeWill to give all of our supporters the opportunity to write their legally valid wills online for free. In less than 20 minutes, you will have a will that is valid in all 50 states. 

If you have a more complicated estate, FreeWill can be used to create a set of documented wishes to bring to a lawyer’s office and save time and money.

Secure your legacy with United Way of the Southern Tier and write your will today.


STOCK DONATIONS

If you would like to make a gift to United Way of the Southern Tier using stocks, you'll find detailed information here.