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Welcome to the United Way of Central Alabama Endowment and the Gift Planning Department.
Your interest in the Endowment can build a strong foundation for addressing the needs and concerns of our community for the generations ahead. Our hope is to offer you and your family helpful information for planning your charitable gifts. We have an increasing number of friends at United Way who are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning, and for continuing to help improve lives and community conditions. It is an important part of what matters!
Do You Have a Large IRA
that Continues to Grow?
If you are over age 70½, you can rollover up to $100,000 annually from your IRA to United Way of Central Alabama. These gifts can be made tax-free and will help balance your IRA value with other estate assets. Depending upon your income level, there may be additional income tax benefits. Contact us at dhall@uwca.org to have a conversation about this wonderful opportunity. To read more, please click here.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits for Family and United Way of Central Alabama
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
 | Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
The UWCA Gift Planning Staff |
Thank you for your support of United Way. We are ready to answer your questions and provide you with additional information. Click here to send us an email.
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact David Hall, VP of Gift Planning, at 205.458.2022 or DHall@uwca.org
If you are a professional advisor, you may take the following steps on this site.
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