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Legacy Circle

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Planned gifts help generous individuals make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.

Wills & Bequests

3 brochures
PDF 7002

You've Heard You Need a Will - Here's Why.

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PDF 7001

Eight Essential Questions About Your Will

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PDF 3025

The Top Ten Reasons Why You Should Not Have a Will

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Gifts of Retirement Plans

1 brochure

Gifts of Life Insurance

1 brochure
PDF 3080

Don't Throw That Life Insurance Policy Away

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Gifts of Appreciated Securities

1 brochure
PDF 3004

Giving Appreciated Assets: The Last, Best Tax Break?

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Charitable Remainder Trusts

1 brochure
PDF 3006

A Charitable Remainder Trust Can Customize Your Contribution!

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GRAPHIC Give LeadershipCircle BLUE scaled
“Giving through United Way provides us with a simpler and more structured way to support the charities and organizations we believe in.”

Paul and Rebecca Francis
Tocqueville Society Members

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