Have you thought about the future of your community? What will the future of our community be like for your children and their children? Investing in the future of your community with a legacy gift to United Way of Northwest Vermont will help create a thriving community for generations to come. You do not need to be a millionaire to give a gift with impact. You too can shape your community’s future with a Planned Gift to United Way of Northwest Vermont.
What is a Planned Gift?
A Planned Gift is any major gift made in a lifetime or at death as part of a donor’s financial and/or estate planning. Planned giving can be a key element in achieving an individual’s or family’s philanthropic, financial and estate planning objectives. The process is simple, and the impact of your gift will last for generations.
United Way’s Commitment to You
In return for your trust in us, we promise to maximize the impact of every dollar you invest in our community. Your money will be wisely spent, and we will report back to you on our progress.
If you have questions about making a planned gift, or if you have already included UWNWVT in your will or estate plans and would like to become a member of the Legacy Society, please fill out the form at the bottom of this page or you can personally contact Ayeshah Raftery at ayeshah@unitedwaynwvt.org
Click The Button Below To Read Our Full planned giving brochure 2023 IMPACT REPORT
or Read Our Planned Giving Brochure Below
planned giving options
Give A Gift With Impact
Gifts of Cash or Stock
Cash or stock gifts are the simplest ways to support your interests and it gives United Way the opportunity to use your gift immediately and your tax benefits are immediate. Direct gifts of stock may be initiated through your broker as an annual or lifetime gift.
If you wish to make a bequest to United Way of Northwest Vermont you may make provisions in your will. You may wish to leave a specific amount, a percentage of your estate or the residuum of your estate to United Way.
Making or updating your will is easier than you might imagine. United Way Worldwide has partnered with FreeWill.com to give you a free, uncomplicated way to write your will in about 20 minutes. All you will need to do is have it notarized. When utilizing the FreeWill.com service, you can specify that you would like to leave a gift to United Way of Northwest Vermont.
The gift of a retirement account is one of the easiest planned gifts to make and requires no legal or accounting assistance. You simply change the primary or contingent beneficiary on your account or name the organization as a co-beneficiary along with your heirs. The gift fulfills some or all of the individual’s Minimum Required Distribution(RMD) for that year and is exempt from the income tax that would normally be due on the RMD.
Charitable Gift Annuities are one of the most popular forms of planned giving and can offer tax advantages as well as life income for the donor or a named income beneficiary. A CGA is a contract between the investor and United Way of Northwest Vermont, in which the investor makes an irrevocable gift to the United Way, and in return the United Way pays the investor a fixed income for life. Upon the death of the investor, the amount remaining comes to United Way of Northwest Vermont.
If you choose to support United Way of Northwest Vermont through your estate plans, please let us know so we may properly acknowledge your generosity. If preferred, you may remain anonymous and your gift will be kept confidential, but knowledge of your gift will enable us to better plan for the future.
For more information, or to share with us that you’ve included United Way in your estate plan, please contact Ayeshah Raftery, ayeshah@unitedwaynwvt.org or via the form below
United Way of Northwest Vermont***September 16, 2022
