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Planned Giving

Make A Gift That Gives Back

Planned gifts are "win-win" arrangements that can satisfy your estate planning objectives, reduce your tax liabilities, and support high-quality local human services well into the future. 

 

What Is A Planned Gift? 

  • A planned gift usually consists of an asset other than cash. 

  • The asset may be conveyed either immediately or at a future time. 

  • Many types of planned gifts entitle you to immediate or future tax benefits. 

  • Many types of planned gifts entitle you or someone else whom you name to receive income, either for life or for a specified period of time.  

  • A planned gift often requires legal counsel and services.

Some Examples of Planned Gifts

For More Information  

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United Way of Northern New Jersey

222 Ridgedale Avenue

Cedar Knolls, NJ 07927

973.993.1160

Live.United@UnitedWayNNJ.org

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©2020 United Way of Northern New Jersey. All Rights Reserved.  

Meet ALICE

ALICE    is an acronym for Asset Limited, Income Constrained, Employed, and represents the growing number of families who are unable to afford the basics of housing, food, child care, health care, technology, and transportation. These workers often struggle to keep their own households from financial ruin, while keeping our local economies running.

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