Leave a Legacy of Hope

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Your planned gift to Cedar Valley United Way creates lasting change in our community for generations to come. Any gift, any size, is important to growing funds that will support future work and future generations.

Donors to Cedar Valley United Way make a commitment to help create a good life for everyone in our community. We are grateful for the impact made with these gifts.

Making a planned gift advances the common good by building strategic funds for the future. Planned gifts offer United Way the financial stability and flexibility to continue creating lasting solutions to our emerging health and human service needs, building a stronger, healthier community for generations to come. 

We will be happy to meet with you to identify a giving method that will best meet your financial and philanthropic goals. 

 

WHY CONSIDER PLANNED GIVING?

Create a lasting legacy

Your planned gift ensures that your values and commitment to community well-being continue for generations to come.

Tax Benefits

Many planned giving options offer significant tax advantages for you and your beneficiaries while supporting causes you care about.

Community Impact

Your gift helps ensure that Cedar Valley United Way can continue addressing our community's most pressing needs for the most vulnerable.

Financial Flexibility

Planned giving options can be tailored to your financial situation and goals, allowing you to balance charitable giving with other priorities.

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YOUR GIFT CAN HELP

There are many ways to make a lasting impact through planned giving. Explore the options below and consult with your financial advisor to determine which is right for you. 

The most common legacy gift is a bequest in your will or living trust. 

Other legacy gifts include:

  • Cash or Pledge
  • Securities
  • Real Estate
  • Retirement Plan Assets
  • Life Insurance Policies
  • Endow Iowa Tax Credit
  • Donor Advised Fund
  • Charitable Gift Annuity or Remainder Trust

Your gift can provide you with current income tax benefits as well as estate tax savings. A gift can also honor a loved one or family member. 

Become a Legacy Fund Founder by making a lifetime pledge of $25,000. All we require is a letter of intent and you can build your gift with as little as $100 to start with an annual increase.  

For more information on how you can make sure the needs of our community are met for future generations, click here or call 319-235-6211 x21

Letter of Intent - Fillable, fast and convenient. Email to debbie.roth@cvuw.org upon completion.

Legacy Gift Form - Fillable, fast and convenient. Email to debbie.roth@cvuw.org upon completion.

REQUEST INFORMATION

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CONTACT OUR TEAM

Our team is ready to answer your questions and help you explore planned giving options with no obligation.

Phone: 
(319) 235-6211

Email: 
UnitedWay@cvuw.org

Address: 
425 Cedar Street 
Suite 300
Waterloo, IA 50701