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Alternate Giving
Leadership Giving through the Navigator Society
The United Way of Greater New Bedford’s Navigator
Society was created over a decade ago to as a way to
pool the resources of some of our communities most
generous and forward thinking leaders. Donors who
contribute $1,000 or more annually to the United Way
are automatically invited to become members of the
Navigator Society and to take advantage of unique
networking and recognition opportunities that go
along with membership. Most importantly, Navigator
Society members have the satisfaction of knowing
that they are leading the way to building a stronger
community…for everyone.
Planned Giving
Planned gifts are the best way to achieve your
financial goals while promoting the long-term social
health of our community. Planned gifts will be
directed to United Way’s Endowment Fund ensuring
that resources will be available to address Greater
New Bedford’s most urgent needs for years to come.
There are different ways to make a planned gift to
the United Way of Greater New Bedford and each have
their own unique financial benefits to both the
donor and the United Way. Some possibilities
include:
Charitable Gift Annuities - A Gift
Annuity is an arrangement whereby a donor makes a
gift but receives a lifetime of income from the
United Way. When the donor dies, the remaining
capital reverts to the Endowment Fund and the gift
keeps providing benefits to those in need. It is an
excellent retirement supplement paying out at a
generous income rate. There are also significant tax
advantages such as partial income tax deduction for
the gift and partially tax free income from the
United Way.
Charitable Remainder Trusts - For
larger capital transfers, a Charitable Remainder
Trust provides broad flexibility and excellent tax
treatment. The donor makes the gift into the Trust
of his or her own design selecting the income rate
he or she wants to receive. Like the Gift Annuity,
the income can be for one or two income
beneficiaries, paying until the second beneficiary
dies. At that time, the remainder interest goes to
the Endowment Fund to continue the good works of the
United Way.
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