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Planned Giving

Thank you for considering to use your generosity to secure the longevity of our community!

There are several ways to support your community through United Way of Rockbridge. Please contact your financial advisor to determine the best way to give for you.

Stock 

Giving appreciated stock is a common way to give for individuals looking to benefit from a tax deduction.

Bequests

You can choose to name United Way of Rockbridge in your will. With a past bequest we were able to further community impact through additional grants and new community programs.

Retirement Plan

You can choose to name United Way of Rockbridge as a beneficiary of your retirement plan.

Life Insurance 

You can choose to name United Way of Rockbridge as a beneficiary in your life insurance plan.

Other Ways

Please contact your financial advisor to determine ways best for you to give to your community through United Way of Rockbridge!

 

*For information only. This site does not offer professional tax, legal or accounting advice. Please consult a qualified professional advisor for your tax or financial situation or estate planning.