Legacy Income Trust

The United Way Legacy Income Trust enables donors to support United Way’s mission while also providing an income stream for up to two individual beneficiaries. Less restrictive in certain respects than other planned giving vehicles, the United Way Legacy Income Trusts are a turnkey option for younger donors, or those wishing to donate as little as $20,000.  To get started, contact Janet Collins at jcollins@supportunitedway.org.

Product Fact Sheet
Information Statement
Forms Booklet

Calculate the income tax deduction available based on your investment below.