Legacy Gift

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Making a legacy gift

 

Roy and Carolyn Chapel have been giving to United Way for 50 years. They have made the decision to include United Way in their estate plans, one of several organizations named as beneficiaries of an IRA. It's a simple and thoughtful way to continue to steward the community far into the future.

Every year, the outpouring of compassion and generosity from thousands of Snohomish County friends confirms a belief in United Way and the future of our community. Some donors have gone a step further by arranging a planned gift to United Way.
 
Making a planned gift to United Way of Snohomish County is a great way to preserve your values, inspire others around you to give, and forever leave your mark on a community that has been such a big part of your life. Your planned gift will help ensure that your children, their children, and your family will live in a vibrant healthy community for years to come. United Way of Snohomish County friends who make planned gifts are honored as members of the Legacy Circle. Members are recognized annually and in perpetuity for their thoughtful, long-lasting gifts.
 
By combining philanthropy with financial planning, you may be able to give more than you ever thought possible while taking advantage of tax savings and meeting your financial goals. Your gift can be accomplished in a number of ways:
  • Give an outright gift of cash or stock.
  • Make a gift through your will or charitable trust.
  • Donate a new or existing life insurance policy.
  • Name United Way a beneficiary of a retirement account.
 
For more information on how making a planned gift could benefit you and the community, please contact Kay Fantin, Director of Engagement at 425.374.5528.