Ways to Give

United Way offers several flexible ways to contribute and create lasting change. Explore each option below to learn more about how you can make an impact and then choose the option that is best for you.

Your gift powers real change for individuals and families in need across our community. Donate today to support United Way of Greater Baytown Area and Chambers County’s work in youth opportunity, healthy communities, financial security, and community resiliency.

Please mail your check to:

United Way of Greater Baytown Area and Chambers County
5309 Decker Drive
Baytown, Texas 77520

If you wish to make a donation through ACH/EFT/Wire Transfer, please contact our team and we will be happy to assist you.

Fulfilling your pledge is simple and ensures your support makes a lasting impact on local families and programs. Complete your payment today to help United Way of Greater Baytown Area and Chambers County continue building a stronger, healthier community. If you need help calculating your pledge, please reach out to your internal HR team or contact our team!

Please mail your check to:

United Way of Greater Baytown Area and Chambers County
5309 Decker Drive
Baytown, Texas 77520

We also ask that you include the company you are fulfilling the pledge for in the memo line.

If you wish to make a donation through ACH/EFT/Wire Transfer, please contact our team and we will be happy to assist you.

Electronic Transfer

If you hold securities in "street name," (you do not have physical possession of the stock certificate) please notify your broker to initiate a "broker to broker" transfer. Ask your broker to donate the stock to United Way of Greater Baytown Area and Chambers County using the information below. 

Receiving Brokerage Firm: LPL Financial

DTC# 0075

For Further Credit to Account Name: United Way of Greater Baytown…

For Further Credit to Account #:  3458-7687 

DTC/Clearing Number: 0075

Federal Tax ID: 74-1255656

*It is important that the securities be transferred to United Way's account prior to being sold in order to avoid capital gains taxation.

More on Gifts of Stocks and Bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Donor Advised Fund Giving

A donor advised fund (or DAF) might be a great solution for you. You can use a DAF to distribute gifts to numerous charities. With a DAF, you can make gifts to charity during your lifetime, and when you pass away, your children or you can grant all or a portion of the remaining balance to United Way of Greater Baytown Area and Chambers County to fulfill your philanthropic legacy.

You enjoy several benefits with your donor advised fund

  • Establish a flexible vehicle for annual charitable giving
  • Benefit from a more tax and cost efficient alternative to a private foundation
  • Obtain a charitable income tax deduction in the year of your gift

How a donor advised fund works

  1. You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization.
  2. The assets in your DAF grow tax-free.
  3. You make annual recommendations on gifts to be made from your DAF.

Gifts from your donor advised fund

Your donor advised fund has several advantages. You can make one larger gift to a DAF and then recommend grants to us and other nonprofits. You can use the "Make a Gift From My DAF" tool to contact your DAF provider and make a grant. We will acknowledge your generous gift as a DAF distribution.

Plan Your Legacy

A planned gift is a powerful way to make a lasting impact and support United Way Worldwide for years to come. By including us in your will or donating unused retirement assets like your IRA or 401(k), you can leave a legacy while gaining potential tax benefits. You can also give through a donor-advised fund, contribute appreciated stocks or donate a life insurance policy that you no longer need. Even royalty income you’ve earned from books or music can be gifted. 

Your planned gift ensures that United Way can continue making a difference for future generations.

A bequest is one of the easiest gifts to make. You can include language in your will or trust specifying a gift to be made to family, friends or United Way of Greater Baytown Area and Chambers County as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to United Way Worldwide. If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

To leave your retirement assets to United Way of Greater Baytown Area and Chambers County, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate United Way as beneficiary, we will benefit from the full value of your gift because your retirement assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year.

A gift of your life insurance policy is an excellent way to make a gift to United Way Worldwide. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to United Way Worldwide. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Benefits of gifts of life insurance

  • Receive a charitable income tax deduction
  • If United Way Worldwide retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
  • If United Way Worldwide cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
  • If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include United Way Worldwide as the beneficiary of your policy.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.

Thinking about your will? You can now make or update it for free and you can leave a lasting gift to United Way of Greater Baytown Area and Chambers County at the same time! We’ve teamed up with FreeWill to offer you an easy way to create your will at no cost. 

Use this free tool to start writing your will today. Including United Way in your plans helps support youth opportunities and financial security as well as health communities and community resiliency for years to come. 

Whether or not you decide to include a gift to United Way, the tool is yours to use, free of charge. 

FREE WILL

 

If you would like to discuss a planned gift to United Way of Greater Baytown Area and Chambers County or notify us of your intent, please contact our team.

Questions about your gift?

If you have any questions about making a gift, please contact us at campaign@unitedwaygbacc.org or 281-424-5922. We would be happy to answer questions that you have.