Make a Legacy Gift
United Way St. Croix Valley can help you leave a legacy of your values.
You can make a difference that is felt in our community now and for all time.
In recent years, there has been an increase in the number of options available
to structure charitable gifts. Whether known as planned gifts, deferred
gifts, or endowment gifts, they allow you to contribute to your community’s
future.
We
will be pleased to discuss these options with you and your financial
advisors. You can make charitable gifts while fulfilling other financial
goals. The benefits of various gift planning tools can include:
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ways
that help make your annual giving more effective. |
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annuities
that let you make charitable gifts while enjoying fixed, dependable income
for life. |
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methods
to make significant gifts while transferring assets to loved ones with
greatly reduced estate taxes. |
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plans
that use existing estate planning tools such as your will, retirement plan
or insurance policy to benefit the charities you care about. |
It
makes sense to coordinate your giving. You trust United Way St. Croix
Valley to make
your philanthropic gift effective. Let us help you make that difference for all
time. We have established a Legacy
Fund at the St. Croix Valley
Community Foundation. You decide
when and what you care to give - whether modest or substantial.
The annual proceeds from the endowment will be used to build a stronger St.
Croix Valley by addressing current and emerging needs. You can contribute
to our Legacy Fund or establish your own fund and instruct the Foundation to
make an annual gift to United Way and other charities.
It
is easy to take the necessary steps to
make a difference forever. Discuss
your goals and values with your family and legal advisors.
Then stop in and meet with us. We
can help you carry out your aspirations and goals while minimizing the tax
burden on your estate. Your planned gift
will help United Way meet the needs of today and the challenges of tomorrow.
United Way of
America's
Planned
Giving guide can help you explore some of
options available such as how to give through bequests, charitable gift annuities, and more.
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