Planned Giving


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

United Way of Massachusetts Bay partners with friends and neighbors to build a legacy of giving in our community. When you invest in our region through United Way, you magnify the power of your gift by joining with others to help solve community needs not only today, but for generations to come.

As you consider your long-term philanthropic planning, we have several unique tools to help you.

United Way Legacy Income Trust

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. Learn more.


United Way of Massachusetts Bay with United Way Worldwide is pleased to offer our supporters the ability to create a will for free. Leaving a gift in your will to United Way allows you to continue to have a positive impact on your community for generations to come.  Learn more.


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 Rosie Martel-Foley at



To view and download the Planned Giving brochure click here.