Legacy Planning 

Make a gift today to change Tulare County years to come.

Generosity comes in many forms, and it's often the best way for you to support important causes that matter the most to you in your life.

When you give to United Way of Tulare County (501c3), you help us find new solutions to old problems here in Tulare County. United Way of Tulare County offers a variety of ways for you to support causes that are important to you and your community. Your generosity helps run essential programs, create solutions, and change lives.

We'll work with you to create a charitable plan that supports both your family and the United Way. You can choose to give anonymously or join our Legacy Circle. Contact us today to learn more about the different gift options and start making a lasting impact in Tulare County.

Start Here: Decide How You Give

Take a look at the different options that you think may work best. Click on the + symbol to see each option.

Giving Amount

  • Popular options:

    • Outright Gift of Cash

    • Outright Gift of Appreciated Securities

    • Donor Advised Fund

    • Gift in Your Will or Living Trust

    • Charitable Gift Annuity

    • Beneficiary Designations

  • Popular options:

    • Outright Gift of Cash

    • Outright Gift of Appreciated Securities

    • Donor Advised Fund

    • Gift in Your Will or Living Trust

    • Charitable Gift Annuity

    • Beneficiary Designations

  • Popular options:

    • Outright Gift of Appreciated Securities

    • Gift in Your Will or Living Trust

    • Beneficiary Designations

    • Charitable Gift Annuity

    • Outright Gift of Life Insurance

    • Charitable Remainder Trust

    • Charitable Lead Trust

  • Popular options:

    • Outright Gift of Appreciated Securities

    • Gift in Your Will or Living Trust

    • Beneficiary Designations

    • Charitable Remainder Trust

    • Charitable Lead Trust

Assets

  • Popular ways to give this asset:

    • Outright Gift of Cash

    • Gift in Your Will or Living Trust

    • Charitable Gift Annuity

    • Donor Advised Fund

    • Charitable Remainder Trust

    • Charitable Lead Trust

  • Popular ways to give this asset:

    • Outright Gift of Appreciated Securities

    • Gift in Your Will or Living Trust

    • Charitable Gift Annuity

    • Donor Advised Fund

    • Charitable Remainder Trust

    • Charitable Lead Trust

  • Popular ways to give this asset:

    • Beneficiary Designations

    • Gift Tax-Free With An IRA

    • Charitable Remainder Trust

    • Donor Advised Fund

  • Popular ways to give this asset:

    • Outright Gift of Life Insurance

    • Beneficiary Designations

Make a Big Impact With a Future Gift

Planning Your Legacy or Estate to Give to Charity

You want to leave money to the United Way in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both.

This type of donation to the United Way in your will or living trust helps ensure that we continue our mission for years to come. Please consider making a percentage amount versus a dollar amount gift as part of your request.

Next Steps

  1. Contact Rosemary Caso at 559-685-1766 or at contact@unitedwaytc.org for additional information on bequests or to chat more about the different options for including United Way in your will or estate plan.

  2. Seek the advice of your financial or legal advisor.

  3. Create your free legal will (Click Here).

  4. If you include United Way in your plans, please use our legal name and federal tax ID.

Legal Name: United Way of Tulare County
Address: 1601 E. Prosperity, Tulare, CA 93274
Federal Tax ID Number: 94-6100424