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The United Way Charitable Gift Annuity

How to Live United and receive guaranteed payments for life

How United Way advances the common good

Education, income and health are the building blocks for a good life. Education is essential to getting and keeping a job with a livable wage and health benefits. An income adequate to pay for today's necessities and save for the future provides families some sense of financial stability. Access to quality health care keeps children on track in school and adults productive at work. Remove any one of those building blocks and the other two topple.

With the help of many partners, United Way continually works to break the cycle of poverty for every child, individual, and family in Maricopa County.

About the United Way Charitable Gift Annuity

Are you looking for a way to provide yourself or a loved one a fixed payment for life and leave a lasting legacy in your community? If so, a charitable gift annuity might be the right gift for you. A charitable gift annuity is a contract between you and United Way, in which you transfer cash or appreciated assets in exchange for a guaranteed, fixed payment for life. The annuity payments can be quite high (relative to CDs and money market accounts) depending on your age, and a portion of your payment stream may even be tax-free. Best of all, you receive a charitable deduction for the value of the future gift to the United Way and the satisfaction of helping to guarantee that United Way will continue the unselfish dedication in providing needed services to our communities.

Charitable gift annuities can be set up with one or two income beneficiaries. The minimum age is 60 and the minimum amount to establish an annuity is $25,000. Payments can be made on a quarterly, semi-annual, or annual basis.


Download a brochure with examples of the charitable gift annuity in action.

Download and learn more

If you would like to speak to a member of our team about Charitable Gift Annuities, please contact Lisa Groves, JD, Major & Planned Giving Officer at lgroves@vsuw.org or (602) 631-4806.


Contact Us

Phone

602.631.4800

Address

3200 East Camelback Road, Suite 375
Phoenix, AZ 85018-2328

Contact Us

Volunteer Info

volunteer@vsuw.org

General Info

information@vsuw.org