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The United Way of Martin County Foundation
Ways to Give
Following are many of the ways you can continue to help others
through planned giving.
Bequests in a will
Naming the United
Way of Martin County in your will is one of the easiest ways to
make a lasting expression of your charitable concern. Bequests
may be in the form of a stated dollar amount, property, or the
percentage or the residual of an estate.
More about bequests >>
Charitable gift annuity
A charitable gift
annuity is a simple contract between you and United Way. Your
contribution of cash or marketable securities goes to the United
Way. United Way pays you a guaranteed income for life. Upon your
death, the annuity balance remains with United Way.
Read more about charitable gift annuities >>
Charitable remainder trusts
You create a trust
that generates income for you (and other beneficiaries of you
choosing). The income can be paid over a period of years or over
a lifetime. At the end of the designated period, the remaining
trust assets pass to United Way.
Read more about charitable remainder trusts >>
Life insurance
Life insurance is
another simple way to make a lasting gift to United Way.
Examples: You can name United Way as the beneficiary of an
existing policy; you can purchase a new policy for the benefit
of United Way; or you can give a paid-up policy you already own
to United Way.
Retirement plans
Individuals may
choose to name United Way as the beneficiary of their retirement
plans.
Immediate Gifts
You may choose to
make an immediate gift to United Way. Immediate gifts can be
made in the form of cash, check, credit card, stock, securities,
real estate and other property.
Planned Giving
United Way of America has a planned giving site that
features several types of plans.
For more information
Please call (772) 283-4800., ext 226
Margaret May Damen ,CFP®, CLU, ChFC
Director of Planned Giving |
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For more information, please contact:
Margaret May Damen
Director of Major Gifts and Planned Giving
(772) 283-4800, ext. 226
Planned giving through the United Way enables you to simplify your charitable community contributions through one gift that will meet a wide variety of needs.
We understand that a decision to make a gift to the United Way of Martin County Foundation is a personal one, we will be happy to meet with you and your attorney and/or financial advisors to discuss choosing a method of giving that's best for you.
Legacy Society
The Legacy Society honors people who have made a donation
or commitment to the United Way Foundation through immediate gifts, a bequest, a
trust, or naming UW as a beneficiary of IRA, pension plan or life insurance. Read
more>>
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