Planned Giving

Gifts to The Legacy Circle are planned gifts of personal assets that will enrich our community not just now, but forever.

Often this type of charitable giving provides enhanced tax benefits and allows you to choose the timing of the gift. You can make a gift immediately, or make arrangements for the assets to be transferred at a later date. Some planned gifts even return an income to the donor. Simply put, planned giving is another way to support the United Way.

Most often people think of planned giving as a gift in a will. However, there are other ways to make a planned gift - real estate, stocks and life insurance are all possibilities. Planned giving is not strictly for the wealthy, and it does not need to be a highly technical form of giving with complicated trusts and other documents.