United Way of Greater Milwaukee & Waukesha County
Clarification for IRA email sent in December 2020: As of 1/1/2020, the IRA required minimum distribution law has changed. If you reached the age of 70½ in 2019 you were required to take your first required minimum distribution (RMD) from your IRA by April 1, 2020. If you reach age 70 ½ in 2020 or later you must take your first RMD by April 1 of the year after you reach age 72. For questions about your specific situation, please speak to your financial planner.
You can make a donation directly from your IRA to charitable organizations such as United Way - completely tax free. Talk to your financial advisor and contact Chelsea Omari, Senior Accountant at United Way, at 414.263.8144 or by email.
Donors who have included United Way in their estate plans are recognized as members of the Legacy Society. Through bequests, life insurance, charitable trusts, or retirement benefits, donors of all walks of life at all income levels can make an investment in United Way's future. Estate gifts are invested in United Way’s board-designated endowment fund. Distributions from the endowment are used as needed to support the work of United Way. Other endowment funds can be created for a specific purpose with a gift of $25,000 or more.
If you are a professional financial advisor looking for more information about Planned Giving, please visit our professional advisors resource page.
If you choose to support your United Way through your estate plans, please let us know so we may properly acknowledge your generosity. If preferred, you may remain anonymous and your gift will be kept confidential, but knowledge of your gift will enable us to better plan for the future. For more information, or to share with us that you’ve included United Way in your estate plan, please contact Gina Santagati at 414.263.8122 or via the form below. First Name Last Name Spouse Name (if applicable) Street Address City
Phone Preferred Email I would like information about planned giving. I have included United Way of Greater Milwaukee in my estate plans in the following way(s):
Bequest Life Insurance Beneficiary or Owner Retirement Plan Beneficiary Plans for an Outright Gift Other (Charitable Trust, Charitable Gift Annuity, etc)
Comments or Questions
The Women United Endowment Fund will be used to support evidence-based strategies that align with United Way’s Teen Pregnancy Prevention Initiative in perpetuity. This fund recognizes the outstanding efforts of Elizabeth Brenner and the women and men who have made significant investments of time, talent, and treasure in this important initiative since its inception.