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United Way of Marathon County

Live United.

Home > Give > Planned Giving

Planned Giving: Create Your Legacy

Did you know there are creative ways to support United Way of Marathon County and our local community? Ways in which our community, you and your loved ones all benefit at the same time?

This type of charitable giving provides tax benefits and allows you to choose the timing of the gift. You can make a gift immediately, or make arrangements for 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 issues you care about.

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 highly complicated with trusts and other documents. Your financial adviser can help you find the type of planned gift that meets your financial and charitable goals.

If you are interested in learning how you can make a planned gift to United Way of Marathon County contact us at 715-848-2927 or uway@unitedwaymc.org  or visit the United Way Worldwide planned giving web site for additional resources.

Jeff Sargent Get In Touch

Get In Touch

Jeff Sargent
715-298-5701
Email Jeff

Planned Giving

Resources

  • Request for Information 
  • Legacy Society Letter of Intent 
  • LIVE UNITED

    705 S. 24th Avenue, Suite 400B
    Wausau, WI 54401
    1.5 blocks south of the "I" (Green) Metroride route
    715-848-2927
    uway@unitedwaymc.org
    Equity and Inclusion Statement

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