Planned Giving

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

A planned gift is a contribution that is arranged in the present and allocated for a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away. From a fiscal perspective, the tax breaks are a significant advantage to making a planned giving arrangement. A planned gift can also ensure donors have the opportunity to determine exactly how their money should be spent within the United Way of Rockbridge organization. Many donors would prefer to give major gifts during their lifetime but don’t have the financial flexibility to do so. Planned giving allows donors to give those large gifts after they have passed away, when life's challenges won’t interfere.


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

Donor Advised Fund

Giving through a donor advised fund is is a simple, flexible and tax-advantageous way to give to your favorite charities. A donor-advised fund account is a simple, tax-smart investment solution for charitable giving. You just set up an account with your finnnancial advisor and contribute cash, securities, or appreciated assets. You’ll be eligible for a current-year tax deduction and can be more strategic about your giving decisions.


You can choose to name United Way of Rockbridge in your will. With past bequests, we were able to further community impact through additional grants and new community programs. See Additional Special Grants on our Finance page for examples of recent bequest grants made.

Retirement Plan

You can choose to name United Way of Rockbridge as a benDeficiary of your retirement plan or an individual fund in your retirement portfolio.

Life Insurance 

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

Other Ways

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


*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.