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Legacy Society

For many people, philanthropic giving is a lifelong commitment that provides both personal satisfaction and financial benefits. In addition to planting a seed that will continue to grow for generations to come, there are financial incentives that may apply to planned giving.

A charitable planned gift is the result of careful and thoughtful structuring of one’s estate to benefit one or more charitable organizations. Such a gift is commonly asset-based rather than from current income and often involves a planning process utilizing the services of legal and financial professionals (i.e., estate and tax-planning attorneys, accountants and investment advisors). A planned gift can be given in many ways, including cash, charitable trusts, life insurance, retirement plans, bequests, appreciated property, charitable gift annuities and donor advised funds.

If you are interested in making a planned gift to benefit United Way Alliance and becoming a member of the Legacy Society, please contact us at 304-580-0570 or via email.