Planned Giving

Your planned gifts to United Way can be made in a variety of ways and will not only benefit the Oshkosh area community, but also may provide significant tax and income advantages.

Planned gifts can take many forms and may require the services of a financial planning professional. But most planned gifts are as simple as naming Oshkosh Area United Way in your will or as a beneficiary of a life insurance policy. Depending on the nature of the gift, there may be significant tax advantages to the donor. Many people choose to remember a loved one with a planned gift. And there is no better way to make a lasting difference in our community and leave a powerful message about the ideals, values and organizations that were important to you during your lifetime. 

The following gifts are accepted by Oshkosh Area United Way:

  • Cash        
  • Securities  
  • Real Estate
  • Remainder Interests in Property
  • Oil, Gas, and Mineral Interests
  • Life Insurance
  • Charitable Gift Annuities
  • Charitable Remainder Trusts
  • Retirement Plan Beneficiary Designations
  • Bequests
  • Life Insurance Beneficiary Designations

Leave a legacy through Oshkosh Area United Way. Please contact us to learn more about variations of how you may direct your support. If you have already made a planned gift to OAUW, please let us know. We want to thank you and ensure your wishes are met.