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.

PLANNED GIVING

A bequest provision can be included in your will when you are creating it, or you can amend your existing will through the use of a codicil. This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount or asset or a percentage of the assets in your will. For more information about Planned Giving, please contact Janet Collins at jcollins@unitedwaymassbay.org or 617-624-8045.

 

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To view and download the Planned Giving brochure click here.