A Forever Impact

The Legacy Society is composed of community members who have committed to the community by including United Way in their planned giving.  Planned gifts create opportunities for both United Way and our contributors. Determining what gift is right for you is just as important as making the gift. There are a myriad of easy giving options from which you can choose — from naming us as a beneficiary in your will to a more complex trust arrangement.  Ultimately the best plan for you will balance what you wish to accomplish for yourself and your family. If you have questions or wish to proceed with a gift, the United Way is here to help.
Please call David Brant at 691-4212 to learn how to schedule a private consultation.

The National United Way website has detailed information about: planned giving, donor stories, planning information, and a giving calculator. Here.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

• View the donor stories.
• View a personal color story for yourself.
• Read the Weekly Article
• View the Personal Finance Note for this week
• Learn about personal finance news.
• Sign up for our free weekly personal finance newsletter.

Benefits For Family and the United Way

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story.

Bequests Joe and Anna have been faithful supporters of the United Way. They believe it is important to support and encourage the United Way mission. More on Bequests >>.

Tax-Free Sale Peter and Sue Lee were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Double My CD Return Valerie is a retired high school English teacher. She has been a careful saver and has a number of certificates of deposit, but she has seen her income decline. More on Double My CD Return >>.

Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was so pleased with the home, she decided to buy stock in the company that builds and sells homes like it. Over the years, the stock has increased in value many times, but the value has been volatile. More on Peace of Mind Gift Annuity >>.