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Planned Giving

LEAVING A LEGACY

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Bequests
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Planned gifts are placed in the Forever Fund, unless otherwise designated. Investment income from this endowment takes care of a large part of United Way's operating costs, allowing us to efficiently support agencies and programs making a difference in Central Indiana

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Create Your Plan

If you would like to create a plan for your future or need to make updates to an existing plan, the Wills Planner can help you get started.

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Calculators

You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust or gift and sale.

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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.