Planned Giving

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Planned Giving

Creating A Legacy Through Planned Giving:

Bequests to United Way are Simple

Donors who wish to create a lasting legacy of caring in our community may do so through a gift to the United Way Endowment Fund.  As you may know, the annual United Way Campaign raises money to improve lives through the areas of health, education, and financial stability. The yearly campaign supports 18 local Partner Agencies and United Way Initiatives/Programs. A gift to the United Way of Greater St. Joseph Endowment Fund increases the ability of United Way to improve lives. The endowment fund increases resources beyond the reach of the annual campaign, stabilizes United Way of Greater St. Joseph against fluctuations in the annual campaign, and provides a dependable, flexible source of funding for emergencies or emerging issues.

Bequests, or gifts identified in Wills, are the most common method of planned giving to the United Way Endowment Fund. Several kinds of bequests exist, but the most familiar are general and residuary. A general bequest is a gift of a stated amount of money; for example, a donor might say in a Will, “I bequeath $50,000 to the United Way of Greater St. Joseph."  A residuary bequest is a gift of the remainder of your estate after all other bequests, debts, and taxes have been paid.

Bequests made to the United Way of Greater St. Joseph are placed in the Endowment Fund. The principal of the gift is held permanently and only the interest income generated is used. This means that a gift to the United Way Endowment Fund continues giving indefinitely.

Your attorney or estate planner can easily advise you on how to make arrangements for creating your legacy. We hope you will consider United Way as a worthy beneficiary of your charitable intent.

 

Planned Giving volunteers work to secure gifts for the United Way endowment and to identify potential donors. Volunteers work through the following committees:

  • Planned Giving Committee
  • Planned Giving Professional Advisory Committee

 

For more information, contact Kylee Strough at
816-364-2381 or 
kylee.strough@stjosephuniteway.org