Planned Giving

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Invest in the future of your community with planned giving through United Way.

When you include United Way in your planned giving, you are helping to ensure that families in our community achieve financial stability. You’re helping children enter school ready to learn. And you’re providing youth with the support they need to stay in school and graduate. These are the building blocks of better lives, and they form the foundation of a strong community.

Leaving a planned gift is a meaningful way to both make an expression of your values and realize significant financial, tax, and estate planning benefits. The process is simple, but the impact will be felt for generations to come. We’re happy to walk you through the process and answer your questions. You can also be a part of the impact today through Retire United.

Thank you for your support of United Way.

United Way Legacy Income Trusts

United Way and U.S. Charitable Gift Trust, a charitable organization sponsored by Eaton Vance, have partnered to offer a unique opportunity to United Way donors.  The United Way Legacy Income Trusts enable donors to support United Way’s mission while also providing an income stream for up to two individual beneficiaries. Less restrictive in certain respects than other planned giving vehicles, the United Way Legacy Income Trusts are a turnkey option for younger donors, or those wishing to donate as little as $20,000.  To get started, please contact Janet Collins at jcollins@supportunitedway.org.

Bequests

A bequest provision can be included during the creation of a will or amended to an existing will through the use of a codicil. This arrangement provides donors with flexibility and control should life circumstances change. Designate a percentage or exact amount of assets.

For more information about Planned Giving, please contact Janet Collins at jcollins@unitedwaymassbay.org or 617-624-8045.

 

2016-planned-giving-brochure

To view and download the Planned Giving brochure click here.