Planned Giving Resources
Thank you for your interest in making the Capital Region a better place to live through United Way. Our hope is to serve you and your family with helpful information. United Way Worldwide also offers valuable resources about gift planning. We look forward to working with you, and helping you create your charitable legacy.
Resources from United Way Worldwide
United Way Worldwide’s planned giving web page contains a wealth of information about planned giving. Areas of interest include:
- “Create Your Plan,” which calculates scenarios with your personal information;
- “Donor Stories,” which help you understand how planned giving vehicles work;
- a “Reading Room” that offers an overview of planned giving;
- and a weekly e-newsletter with donor stories and current financial news.
For Professional Advisors
United Way Worldwide’s planned giving web page also has a section for professional estate planning advisors. The page contains a weekly newsletter, current articles on financial and government news, and access to Giftlaw Pro and Calculator, a software program for charitable giving and tax information.
Our legal name is “The United Way Foundation of the Capital Region” and our tax ID number is 25-1733405.