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Planned Giving
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Ways to Give

How to Give

Giving to UNCF can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate UNCF as a beneficiary of your estate through a will, trust, or other type of estate plan.
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  • Gifts of Retirement Assets
    Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to support UNCF.
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  • Beneficiary Designation Gifts
    You can designate UNCF as a beneficiary of a life insurance policy or retirement, investment, or bank account.
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  • Charitable Gift Annuity
    You transfer cash or appreciated assets to UNCF in exchange for our promise to provide you with fixed payments (with rates based on your age and other factors) for the rest of your life.
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  • Charitable Remainder Unitrust
    You transfer cash or appreciated assets to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    You transfer cash or appreciated assets to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to UNCF for a set term of years. Your family receives the trust remainder at substantial tax savings.
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  • Donor Advised Funds
    You fund a DAF with a financial institution or charitable organization and make charitable gift recommendations, including to UNCF, during your lifetime. When you pass away, your children can carry on your legacy of giving.
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