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MAJOR GIFTS AND PLANNED GIVING

It assures the future of United Way and what matters most to you.

As a United Way supporter, you have demonstrated your passionate commitment to improving lives and community conditions. On behalf of the lives you have touched, thank you. Now you have the opportunity to magnify your impact.

Gifts that help now
• Cash
• Appreciated Stock
• Property

Gifts that help later
Charitable Bequest: Involves naming United Way in your will or estate plan. This provides a gift to Untied Way when you pass away. You can leave a percentage of your estate, a specific dollar amount, or what is left when all other bequests are fulfilled

Beneficiary Designation: You may name United Way in an existing life insurance policy or retirement account through a change of beneficiary form. The change of beneficiary form can be requested from your plan administrator or insurance provider. This can provide an easy way to give to an important cause without paying the estate tax or tax that is charged when individual beneficiaries receive transferred funds.

United Way Life: You may also elect to give a new life insurance policy to United Way. By having United Way own the policy, you can receive a tax deduction for the premiums during your income earning years while creating a gift outside of your estate. We have a program to help make this an easy process, and we would be happy to provide you with an estimate of cost based on your current situation.

Gifts that help later
Charitable Gift Annuity: You may elect to give United Way cash or stock. In exchange, United Way agrees to make guaranteed payments to the named beneficiaries for as long as they live. United Way receives the remainder when the beneficiaries have passed away.

Making a planned gift to the United Way is simple, rewarding and incredibly impactful. Your legacy gift will support the United Way far into the future and help improve lives and community conditions for generations to come. To take the first step and to learn more, please contact Sherry Orlando at740.653.0643.


 

United Way of Fairfield County • 115 South Broad Street, Lancaster, Ohio 43130
Telephone: (740) 653-0643 | Fax: (740) 653-1139
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