BUILDING A LEGACY TOGETHER

Our Legacy Society was created to acknowledge donors who share United Way of Palm Beach County’s commitment to improve lives in our community. If you have included United Way in your estate plans, please contact us. We would be pleased to recognize you now as a member of our Legacy Society.

 

Help Address Our Community’s Greatest Needs For Generations To Come 

Making a memorable difference in our community is a goal that many of us share. One way you can enrich your community now and for future generations is to leave a lasting legacy in support of a mission that is close to your heart. With United Way of Palm Beach County, your planned gift is in good hands. For more than 80 years, we have been partnering with friends and neighbors to ensure the well being of our community. A planned gift with United Way allows you to magnify the power of your gift by joining with others to help solve community needs – not only today, but for generations to come. At the same time, you can meet your family, business and charitable goals, while also reducing your income taxes and minimizing capital-gains taxes. And, we make it easy for you with several ways to give.

 

How to Include United Way in Your Will or Estate Plan

It is easy to include United Way in your will or estate plans. Here are five of the most popular ways.  We would welcome the opportunity to send you additional information or meet with you to take the next steps. 

 
Bequest or Will Beneficiary

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.

End of Year Outright Gifts of Cash, Appreciated Stock or Property
This is an excellent technique for individuals in the highest tax bracket, or those who have sold a business or received a significant bonus and could benefit from an immediate tax deduction.

Charitable Trust

Allows you to minimize the estate tax liability for your heirs while allowing for the capital appreciation of your assets and the satisfaction of making an impact through your gift.

Charitable Gift Annuities

Provides an immediate income tax deduction for a portionof the gift, your receipt of an annuity payment and the satisfaction of also making a difference in the lives of thousands in need. Please see the sample rate chart below. 

Sample Rate Chart for Gift Annuity on a Single Life
 
Your Age Your % Rate
65 5.3
70 5.7
75 6.3
80 7.1
85 8.1

Information and calculations are for illustration purposes only and should not be considered legal, accounting or other professional advice. Your actual benefits may vary depending on the nature and timing of the gift and your particular circumstances.

 
Life Insurance

Allows you to minimize the estate tax liability for your heirs, in addition to the opportunity to leave a charitable gift to United Way and other local health and human service programs.

PLEASE CONSIDER INCLUDING UNITED WAY IN YOUR WILL OR ESTATE PLAN
For more information about how we can help you arrange your charitable gift, please contact:
Tara McDonnell at (561) 375-6611
tocquevillesociety@unitedwaypbc.org

 

Certified for Nonprofit Excellence

Countess de Hoernle Community Campus
2600 Quantum Blvd. | Boynton Beach, FL 33426-8627

Top 10 Community Partners

  • Certified for Nonprofit Excellence
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    365 days a year.

     

     

Contributions benefit United Way of Palm Beach County, a not for profit tax exempt organization. A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION OF UNITED WAY OF PALM BEACH COUNTY, CH802, MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1.800.435.7352 WITHIN THE STATE OF FLORIDA. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.” United Way of Palm Beach County receives 100% of each contribution.