Planned & Estate Giving

planned givingDonors to United Way of Lake and Sumter come in all forms and fashions. Many provide one time gifts, while others are far more frequent or even regularly scheduled. Then there’s is also a group of generous benefactors who choose to give in ways that require a bit more planning or are out of a result to leave a lasting legacy through estate planning. When you are looking for information on how to give or donate various investment vehicles, these videos answer many of your most pressing questions on the following options:

    • Investing Stocks
    • Investing Bonds
    • Donating from Mutual Funds
    • Allocating funds from IRA or Roth IRA
    • Donating from a 401K

Would you like to explore planned giving and legacy creation? Trusts, bequests, estate allocations, and even donations of property are all vehicles through which you can create a lasting legacy that will carry out your wishes of being able to help others. More specifically, planned giving is an area of fundraising that refers to several specific gift types that can be funded with cash, equity, or property. These gift vehicles are commonly based on United States tax law and are more easily navigated with the help of a financial advisor or planner. If you do not currently have such a resource and would like to speak with a professional, contact any of the below options*.

Mr. Eric Jackson
Financial Advisor
Allen Investments
Mr. Cort Cheney
Financial Advisor
Cornerstone Financial
765-463-0233 x 2
Mr. Jeffrey Albright
Financial Associate

*The listing of the above professionals in no way constitutes an endorsement, investment advice, or coverage of liability for interactions with these independent professionals. Those listed are not employees of United Way and are not compensated by United Way in any form.

Charitable End of Year Giving Series


Topic for Week 1: Where can I donate at end of the Year


Topic for Week 2: IRA’s Where do we go from here


Topic for Week 3: Legacy Giving


Topic for Week 4: In-Kind Gifts vs Cash Donations


Topic for Week 5: Re-Cap Charitable End of Year Giving