In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to Orange County United Way. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Legal name: Orange County's United Way
Federal tax ID number: 33-0047994
Located in: 18012 Mitchell South, Irvine, CA 92614
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gifts to United Way with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to United Way in Your Will
If your clients are interested in supporting United Way with a gift in their wills, we have provided sample bequest language that they can bring to their estate planning attorneys.
Partner With Us
We understand that gifts to charities such as United Way can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.Watch How It Works
Not Sure How to Begin Planning?
Download My FREE Personal Estate Planning KitDownload Now