For Professional Advisors

For Professional Advisors

Sample Bequest Language

I give, devise, and bequeath to United Way of Greater Milwaukee & Waukesha County, Inc., Tax ID 39-0806190, all [or state the fraction or percentage] of the rest, residue, and remainder of my estate, both real and personal, to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.

OR

I give and devise $_____ to United Way of Greater Milwaukee & Waukesha County, Inc., Tax ID 39-0806190, to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.

Sample Contingent Bequest Language

If (insert name) is not living at the time of my demise, I give, devise, and bequeath to United Way of Greater Milwaukee & Waukesha County, Inc., Tax ID 39-0806190, the sum of $ _______ (or all or a percentage of the residue of my estate) to be permanently endowed in [a general endowment fund or a named endowment fund], the annual payouts of which shall be contributed to the United Way Community Campaign.

Partner With Us

We know that gifts to non-profit organizations such as United Way can be an important part of your clients’ overall financial and estate plans.

If you have a client who is interested in leaving a legacy to our community but is without strong relationships with a specific nonprofit, please consider sharing information about United Way.

If your clients have already included United Way of Greater Milwaukee & Waukesha County in their estate plans, we hope you will encourage them to share that intent with us via the Legacy Society Membership Form.

Please note that we encourage all individuals to consult with their professional advisors before making decisions about their estate plans.

To view our financial documents or learn more about our high rate of efficiency, visit our Financial Information page.

Questions?

For more information on planned giving, please contact Jeriah Ebling via email or at 414.263.8156.
 

Information at a Glance

Legal Name: United Way of Greater Milwaukee & Waukesha County, Inc.

Tax ID Number: 39-0806190

Incorporated in Milwaukee, WI

© 2019 United Way of Greater Milwaukee & Waukesha County is a 501(C)(3) Nonprofit registered in the US under EIN: 39-0806190.
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