Leaving a Legacy of Caring
As a United Way supporter, you have demonstrated your personal commitment to the health, education and financial stability of every person in our community. Now, we hope you will consider a different type of gift, a special gift to United Way of Androscoggin County, through your estate planning.
Many of us think of estate planning as something important to do – but something that can be postponed. Preparing your estate plan does not need to be complicated. Here are some tips to help you get started:
- Gather information about your assets, including your retirement funds, bank accounts and property.
- Think about the people and organizations that matter most to you and how you’d like to provide for them.
- Consider who will serve as your executor or trustee.
- Meet with an attorney or wealth management professional.
Did you know that there are potentially significant tax benefits to including a charity in your estate? Those who join United Way’s Legacy Society ensure that future generations will have the resources to continue improving lives and community conditions right where we live and work.
POTENTIAL BENEFITS
- Charitable Income tax deduction
- Increased income for you or a person you designate as a beneficiary
- Remove future appreciation of donated property from your taxable estate
- Decreased tax liability with the transfer of assets to your beneficiaries
- Fulfill your wish to leave a lasting legacy on your community through United Way
WAYS TO GIVE
- Make a bequest in your will
- Donate a portion of your life insurance policy
- Give through your retirement plan
- Contribute appreciated securities (e.g., stock, bonds, mutual fund shares)
- Give through donor-advised fund, charitable annuity or charitable trust
Informing United Way of your plans ensures that your future gift is used according to your wishes. Contact us at 207-795-4000 for more information.
