For Professional Advisors

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 United Way of Metropolitan Chicago. 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: United Way of Metropolitan Chicago
Federal tax ID number: #30-0200478
Located in: Chicago, IL

See the Benefits Today

Provide your clients with a free, no-obligation illustration of their gift to UWMC with our Gift Illustrator tool. Instantly calculate deductions, tax savings and other benefits for multiple gift types.

Make a Gift to UWMC in Your Will

If your clients are interested in supporting UWMC with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.

Partner With Us

We understand that gifts to non-profit organizations such as UWMC 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 legacy 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.

Personal Estate Planning Kit

Not Sure How to Begin Planning?

Download our FREE Personal Estate Planning Kit