of Greater Milwaukee
& Waukesha County
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 are a professional financial advisor looking for more information about Planned Giving, please visit our professional advisors resource page.
If you choose to support your 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 gift will enable us to better plan for the future.
For more information, or to share with us that you’ve included United Way in your estate plan, please contact Gina Santagati at 414.263.8122 or via the form below.
Spouse Name (if applicable)
I would like information about planned giving.
I have included United Way of Greater Milwaukee in my estate plans in the following way(s):
Life Insurance Beneficiary or Owner
Retirement Plan Beneficiary
Plans for an Outright Gift
Other (Charitable Trust, Charitable Gift Annuity, etc)
Comments or Questions
The Women United Endowment Fund will be used to support evidence-based strategies that align with United Way’s Teen Pregnancy Prevention Initiative in perpetuity. This fund recognizes the outstanding efforts of Elizabeth Brenner and the women and men who have made significant investments of time, talent, and treasure in this important initiative since its inception.