A planned gift to United Way St. Croix Valley can help you leave a legacy reflecting your values and the causes you care about most. Your gift will make a difference that is felt in our community now and for all time. Whether known as planned gifts, deferred gifts, or endowment gifts, these charitable options allow you to contribute to help your community now and in the 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:
- Ways which help make your annual giving more effective
- Annuities that let you make charitable gifts while enjoying fixed, dependable income for life
- Methods to make significant gifts while transferring assets to loved ones with greatly reduced estate taxes
- Plans that use existing estate planning tools such as your will, retirement plan or insurance policy to benefit the charities you care about
United Way St. Croix Valley has established a Legacy Fund at the St. Croix Valley 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.