Gift Planning

Web Banner Image for Giving Page Home

No matter how you’ve been involved with the Urban League, you can leave your own enduring imprint on the organization through a planned gift.   Your planned gift can pay dividends that leave tomorrow’s Urban League a better place for the Greater Cincinnati area.

Why Consider a Planned Gift?

Typically, a planned gift allows the donor to make a larger gift than they could make from their annual income during their lifetime.  Through proper planning, donors may simultaneously limit their tax liability while contributing to the long term success of the Urban League.  Donors are able to leave a legacy that will help the Urban League continue moving the community forward.  There’s a planned gift to suit every circumstance. Each giving strategy has distinct benefits for you and for the organization. A gift planning advisor can guide you through the available choices and help you establish and/or increase your legacy.

Key Parts of an Estate Plan

Research indicates that close to 70% of Americans do not have a last will and testament in place.  Are you part of this statistic?  If so, a trusted attorney may be able to help you get your affairs in order.

The key parts of an estate plan include 1) financial planning and 2) directives and distributions.  These key components are typically handled using the following documents:

  1. Last will and testament
  2. Living will
  3. Power of attorney for property
  4. Power of attorney for healthcare
  5. Final arrangements planning checklist

Key Documents for Planning an Estate

Planning an estate may seem overwhelming and can definitely be challenging.  To make things as easy as possible for you, we recommend that you have the following documents kept together in a safe place.  Please note that not everyone planning an estate will have all documents listed.

  • Last will and testament
  • Letter of instruction
  • Trust documents
  • Financial Power of Attorney
  • Life-insurance policies
  • Individual Retirement Accounts
  • 401 (k) Accounts
  • Pension documents
  • Annuity contracts
  • List of all bank accounts
  • List of user names and passwords
  • List of safe deposit boxes
  • Marriage license
  • Divorce decree
  • Military documents (DD214)
  • Durable healthcare Power of Attorney
  • Living Will
  • Authorization to release healthcare information
  • Do Not Resuscitate order
  • Housing, land and cemetery plot deeds
  • Escrow mortgage accounts
  • Proof of loans made and debts owed
  • Stock certificates, savings bonds and brokerage accounts
  • Partnership and corporate operating agreements
  • Tax returns

Five Basic Categories of Planned Gifts

The various methods to make a planned gift can be summarized in the following categories:

  1. Gifts made by way of last will and testament  (Bequests)
  2. Gifts that pay income to the donor (Annuities)
  3. Gifts that help protect the donor’s assets (Charitable Remainder Trusts)
  4. Gifts of assets (Cash, stock, property or vehicles)
  5. Gifts of retirement accounts (IRA or 401K)

Wills Guide

If you do not currently have a will completed, we would like to send you a free wills guide. This helpful information may help you to avoid an accidental disinheritance and will ultimately allow you to have your last wishes be honored.  We highly recommend that you have a trusted attorney review any legal document that you may initiate.

We know that conversations related to leaving a legacy can be difficult to have but they are necessary.  Please be neither afraid nor hesitant to start this conversation.  Please contact Mr. Hakim Evans at hevans@ulgso.org or call him directly at 513-487-6517.  He would love to talk to you more about ensuring your family and legacy remain intact long after your planned gift is made.  His complete contact information is below. 

Hakim K. Evans
Director of Annual Giving
Urban League of Greater Southwestern Ohio
3458 Reading Road
Cincinnati, OH 45229
hevans@ulgso.org
(513) 487-6517 Direct
(513) 281-0455 Fax


These Companies are Transformational Supporters of the Urban League’s Corporate Heritage Annual Giving Program.