Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
Mobile video button

Charitable Bequest

A charitable bequest is one of the most flexible ways that you can leave a gift to United Way of Greater Houston that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
UWHouston
Charity image

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the most flexible gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or United Way of Greater Houston as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to United Way of Greater Houston

  • Include a bequest to United Way of Greater Houston in your will or revocable trust
  • Designate United Way of Greater Houston as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)
  • Name United Way of Greater Houston as a beneficiary of your life insurance policy

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to United Way of Greater Houston as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown