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Legacy Giving

Charity can last beyond your lifetime

Most of us give time, talent and money to charitable organizations throughout our lives because it makes a difference in someone's life. We experience the joy that comes from giving to a charity that puts into action our values and priorities.

Many of us have our personal reasons for charitable giving while we are living; but, statistics show that only a few of us have thought about making a charitable gift that will leave a legacy long after we are gone.

Statistics

  • 70% of the U.S. population give to charities annually.
  • Only 6% leave gifts to charity through their wills and estates.

Ways to Give

The Bequest
The charitable bequest affords a way for virtually anyone to express specific philanthropic wishes. In fact, the bequest is the most frequently utilized method for support of charity in America.

A bequest in your will is perhaps the simplest way to give to United Way.

Other Ways to Give

Life income arrangements allow you to make gifts to United Way during your lifetime while retaining and even increasing your income from those assets for the remainder of your life. These include trusts and charitable gift annuities.

Gifts from retirement plans are often an excellent method of making a planned gift. You can designate United Way as the remainder beneficiary of an IRA, 401K, or annuity to receive what is left in your retirement plan after your death.

A gift of a life estate in real property allows you to enjoy your home during your lifetime, while giving you the satisfaction of knowing a charity will benefit from the gift after your death.

Gifts of property are an ideal way of giving to United Way, particularly when the donated assets have appreciated significantly in value.

Gifts of life insurance allow you to make a gift that might be larger than if you were to give an asset outright. You can give United Way a "paid-up" policy that you already own, or you can purchase a policy to donate.

For more information, contact Susan Kenyon, Director of Major Gifts, at 941-366-2686 ext. 307.