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Planned Giving/Donor Advised Funds


At United Way of Williamson County, we make it easy to leave a gift to your community that is never-ending.

Stock Gifts
Gifts of Stocks, Bonds and Mutual Funds that have appreciated in value and are owned for more than one year can result in triple tax savings: (a) you receive an income tax deduction for the market value, not the original price of the securities; and (b) you bypass any capital gains tax on the gain or growth since the time of purchase. Read More

Asset Gifts
Help create tax savings. Consider contributions such as IRAs, life insurance, stocks, and real estate, to aid in reducing estate taxes.

Simplify your charitable giving for optimum tax benefits*
*Availability of certain federal income tax deductions may depend on whether you itemize deductions. Rules and regulations vary at the state level. Please check with your tax advisor.

Make A Bequest
• With a simple bequest in your will or charitable trust, you can make your caring last forever.
• You may make a specific bequest by designating a dollar amount, an asset or fixed percentage.

Make Your Caring Last Forever
We invite you to take the next step and make a contribution to United Way of Williamson County's Endowment Fund. The Endowment Fund was established to help continue the legacy of United Way's Helping Others Help Themselves. Read More