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United Way Legacy Society

Your planned gift to United Way qualifies you for membership in United Way's Legacy Society, an exclusive group of donors with an expressed interest in the future well-being of our community. As a member, you will receive recognition in United Way's annual Recognition Book, as well as invitiations to organizational and Legacy Society events.

Together, we can inspire hope and create opportunities for a better life for all.

Examples of Planned Gifts

  • A bequest through the will is the most common type of planned gift.
  • Gifts of cash, appreciated securities or other property, including real estate, can offer immediate tax deductions in addition to estate tax benefits.
  • Gifts of new or existing life insurance policies can offer immediate and estate tax deductions.
  • Life Estate Gifts allow the owner of a residence to enjoy both income and estate tax benefits while continuing to retain full and exclusive use of the property as long as the donor chooses.
  • Assets with a small annual return in relation to their appreciated market value can be placed into a Charitable Gift Annuity or Charitable Remainder Trust, thereby allowing the donor to increase annual income for a specified period or life and receive favorable tax treatment.
  • Charitable Lead Trusts make annual payments to United Way. After a specified period, the principal reverts to the donor or other beneficiary. These trusts can offer estate and gift tax advantages.

To be recognized as a member, please contact us register your donation or bequest.

To learn more about making a lasting mark on your community, contact Gordon MacRitchie, Director, Major Gifts at 419-254-4641.

**Please consult with financial and legal advisors before making a planned gift.**