Planned Giving

Extend your caring and commitment to our community into the future by including United Way of the Coastal Bend in your estate planning. Give a gift that is truly never-ending:

• Leave a legacy by remembering United Way of the Coastal Bend in your will.  See an example of suggested language below.
• Receive guaranteed income through a charitable gift annuity.
• Put assets to work with a charitable remainder trust.
• Leverage your giving by purchasing a life insurance policy.
• Provide for your heirs by funding a charitable lead trust.
• Place your family name in a perpetual endowment fund.

Including United Way of the Coastal Bend in your will or trust
The following is suggested language to use in order to include United Way of the Coastal Bend in your will or trust:

              "  I, [name], of [City, State, Zip], give, devise and bequeath to United Way of the Coastal Bend [written amount or percentage of the estate or description of the property] for its unrestricted use and purpose."*

*The information on this website is not to be construed as tax or legal advice.  Please visit an attorney and/or Certified Public Accountant to determine which type of charitable giving vehicle best fits your needs.  The following links are intended to be resources to aid you in your philanthropic giving.  United Way of the Coastal Bend does not endorse any of the following individuals or companies and thorough research on your part is recommended to find the provider that is right for you. 

 *Texas Bar Association:  www.texasbar.com/template.cfm

*Corpus Christi Bar Association:  361-883-3971

*Texas Board Approved CPA's: www.tsbpa.state.tx.us/srcmain.htm