Residual Gift Language

A residual gift allows you to leave all or a percentage of what remains in your estate after expenses, debts, and other gifts have been taken care of.

I give [all or ___%] of the remainder of my estate to United Way of Greater High Point in High Point, North Carolina, to support its mission and work in our community.

Specific Gift Language

A specific gift allows you to leave a set dollar amount or a particular asset to United Way of Greater High Point through your will or estate plan.

I give $________ to United Way of Greater High Point in High Point, North Carolina, to support its mission and work in our community.

Contingent Gift Language

A contingent gift allows you to provide for United Way of Greater High Point if someone you have named in your will is no longer living when your estate is settled.

If [name] is not living at the time of my death, I give $________ [or all or ___% of the remainder of my estate] to United Way of Greater High Point in High Point, North Carolina, to support its mission and work in our community.

Retirement Plan Beneficiary Language

You may name United Way of Greater High Point as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming UWGHP as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming UWGHP as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor's death the plan passes to support UWGHP free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify United Way of Greater High Point. We can also assist you with the proper language for your beneficiary designation to UWGHP.

Customized Language

If you or your attorney would like UWGHP to provide you with customized beneficiary language that is specific to your goal and interest, please contact us.

Need a codicil*? Please click here to downloadOpens new window.

*A codicil is a legal document that changes specific provisions in your will but leaves all the other provisions the same.