Planned Giving

The Legacy Circle - A Legacy of Caring

Whether we realize it or not, we are building our legacy right now. Everything we do contributes to our life story. How long our legacy lasts depends on the people we impact today, and what we choose to leave behind. Please join the growing group of United Way donors who are building their legacy today by making a gift to the Endowment Fund.

Your planned gift allows United Way not only to create extraordinary impact today, but also to sustain in perpetuity, the funding of critical human service programs.

There are numerous planning devices to designate United Way of Palm Beach County as a beneficiary of your estate plan. These opportunities offer you great satisfaction in knowing that you can establish a never-ending gift to your community, as well as support your philanthropic, estate planning, life income and tax-planning goals. 

  • Make a bequest through your will
  • Designate life insurance proceeds
  • Name United Way of Palm Beach County as a beneficiary in your retirement plan
  • Design a trust-based gift
  • Create a charitable gift annuity
  • Give an outright gift

Your legacy gift will have perpetual impact. United Way of Palm Beach County reassesses community needs regularly to ensure that your gifts continue to have the greatest impact. None of us know what the most pressing human needs will be in Palm Beach County 10, 25 or 50 years from now, but thanks to your planned gift, United Way will always be here to respond.

We invite you to create your lasting legacy by joining the Legacy Circle of United Way of Palm Beach County.

Planned gifts are usually designed to save income, gift and/or estate tax. Because every person’s tax situation is different, a donor and his or her advisors should determine that a proposed gift will yield the tax results intended before the gift is made.

For More Information
Please contact Sharon Griemsman, Vice President of Major Gifts, at (561) 375-6611.