Legacy society
Your Legacy, Their Future
Legacy Society
Donors who have included United Way in their estate plans are recognized as members of the Legacy Society. Through bequests, life insurance, charitable trusts, or retirement benefits, donors of all walks of life at all income levels can make an investment in United Way's future.
Estate gifts are invested in United Way’s board-designated endowment fund. Distributions from the endowment are used as needed to support the work of United Way. Other endowment funds can be created for a specific purpose with a gift of $25,000 or more.
If you have chosen to support United Way through your estate plans, please let us know so we may properly acknowledge your generosity. If preferred, you may remain anonymous and your gift will be kept confidential, but knowledge of your planned gift helps our organization plan better for the future.
Planned Giving Opportunities
Bequests: Name United Way as a beneficiary in your will.
A bequest provision can be included in your will when you create it, or you can amend an existing will.
Life Insurance: Name United Way as a beneficiary of an existing or new life insurance policy.
Consider assigning ownership of the policy to United Way for immediate tax benefits or simply designate United Way as the beneficiary to leave a lasting legacy in our community.
Outright Gifts: Make an outright gift of cash, appreciated stock or personal assets.
This is an excellent technique for individuals who are looking to benefit from an immediate tax deduction, possibly from a significant bonus or selling a business.
Retirement Plan: Name United Way as a beneficiary of a retirement plan or IRA account.
Perpetuating your gift through a retirement plan is simple, flexible and can have significant tax benefits. Contact the administrator of your retirement plan to designate United Way as a beneficiary.
There are many other ways an estate gift may be made to United Way, including Charitable Trusts and Charitable Gift Annuities. Please contact your financial advisor to determine the best planned giving plan for you.
Donor Advised Fund
Simplify your giving and amplify your strategic philanthropic goals by donating from your Donor Advised Fund.
Stock Gift
Donating stock is a quick and easy process that allows you to deduct the full, fair market value of the asset.
IRA Charitable Rollover
You can make a lasting impact by making an IRA charitable rollover gift through a Qualified Charitable Distribution.
If you are a professional financial advisor looking for more information about Planned Giving, please visit our professional advisors resource page.
GET STARTED TODAY
Take a moment to reflect on the impact you want to leave behind because your story doesn’t end—it echoes. United Way is proud to partner with FreeWill, a free online resource for individuals to create their will.
Get Involved
For questions or more information about the Legacy Society, please contact Amber Ritzow via email or at 414-263-8123.