Planned Giving

When you include United Way of Northern California in your long-term giving plans, you create a lasting impact that continues for generations to come.

Group of people wearing United Way shirts posing outdoors under a tree.

Types of Planned Giving

  • Through your will or living trust

  • Outright gifts of cash or securities to the endowment.

  • Personal property or real estate.

  • Naming United Way of Northern California as a beneficiary of a retirement plan, life insurance policy, or investment account.

  • An IRA charitable rollover, which allows individuals aged 70½ or older to lower their taxable income from IRA withdrawals by directly transferring up to $105,000 to a nonprofit, which can also fulfill the Required Minimum Distribution (RMD) for those 72 or older. This transfer is tax-free and is not capped by charitable gift deductions.

Family of seven standing together in front of a burned-down building with destroyed debris and leafless trees in the background.

Let us help you with your gift plans!

Your gift helps us keep vital services available to our community, including our 211 NorCal 24/7 helpline, the South Market Micro Shelter Community, Disaster Services, and VITA free tax-prep.

We’re here to answer any questions you may have about making a planned gift or maximizing your philanthropy with United Way of Northern California.

For more information, contact Kristen Gray by phone at
(530) 241-7521 x116 or kgray@norcalunited way.org.

An elderly couple walking hand-in-hand in a park with green trees and sunlight.

Planned Giving Resources

Use the resources below as you plan your gift:

Bequest wording for donors

Estate planning packet coming soon.