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.
Contact Us
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.**