Philanthropy is an important part of many estate plans. United Bank & Trust will listen to your needs and philanthropic goals to create exceptional, customized solutions that will benefit the causes you support. Aside from the personal reward of supporting a worthy cause or organization, your generosity can also help reduce estate and income taxes. United’s Wealth Management Group can help you satisfy charitable intentions in a way that is efficient, effective and tax smart.
If you are interested in leaving a gift to charity, you may want to consider:
- Outright gifts
- Pledging gifts that cover a defined period of time
- Donation of life insurance proceeds