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WELCOME TO METRO UNITED WAY'S PLANNED GIVING RESOURCE CENTER


As a Red Feather Society member, an important donor or a professional in our community our hope is to serve you with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. We hope you find this website beneficial in meeting your needs. Thank you for taking the time to explore the benefits of gift planning.

For any comments related to this site contact Pam Ottersbach at pam.ottersbach@metrounitedway.org or (502) 292-6138.
Learn About Wills There are a variety of ways to plan for your family and loved ones with a will or living trust. View presentations on wills and estate planning considerations.

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Create Your Plan View a personalized web presentation that shows the income and tax benefit of setting up a gift plan using your assets and property values.

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Personal Planner Learn how to meet your current financial planning goals and objectives. Read about estate planning alternatives including wills and trusts that can help you plan your future.

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Savvy Living Access the latest information you need to make savvy decisions about your retirement accounts, Social Security, Medicare, prescription drugs and many other life issues. Ask "Savvy Living" your questions!

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