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Planned Giving

ABOUT
The purpose of our Legacy Society is to provide caring community investors the opportunity to make available a stable funding source for programs and initiatives crucial to the long-term success of our local community.

 

JOIN THE LEGACY SOCIETY

You already have a significant and meaningful long-term relationship with United Way. Take the next step and make United Way’s Legacy your own by ensuring that future generations will have the resources to continue improving lives and community conditions throughout our community. You can do this by making a planned gift to United Way’s endowment. These gifts housed in the endowment will help by improving lives for generations to come.We invite you to consider United Way of Rutherford and Cannon Counties in your estate planning to ensure that your personal and family needs are met now and in the future and that your generosity will continue beyond your lifetime. We will partner with you, your family, and your financial advisor to help you achieve your personal philanthropic goals while ensuring that your philanthropic vision is a reality. Membership in United Way's local Legacy Society involves a $25,000 deferred gift, or an outright gift equal to or greater than $10,000.

You may remember United Way in your will:

  • by designating United Way as a beneficiary of a life insurance policy;
  • through the gift of a pension, IRA or other retirement plan proceeds;
  • through the establishment of remainder or lead trusts;
  • by remembering others through memorial gifts; and
  • through the gift of securities and real estate. 

 

Click here for the United Way Planned Giving Brochure.

Click here for the United Way Planning Your Legacy Guide. 

 

LEGACY SOCIETY MEMBERS

Through United Way’s Legacy Society, investors are given the opportunity to support the long-term success of Rutherford and Cannon counties. Legacy Society Members include:

 

FREE WILL

Making a will gives you peace of mind today and leaves a legacy that supports the people and causes most important to you tomorrow. United Way has partnered with FreeWill to give you a free, intuitive way to write your will today. Visit FreeWill.com/UnitedWay to start writing your will at no cost to you.

Making or updating your will and including a gift to United Way of Rutherford and Cannon Counties is easier than you might imagine with FreeWill. Including a gift to United Way is a powerful way to continue the fight for the health, education and financial stability of every person in our community for generations to come.

Get Started
FreeWill is a free, intuitive way to create your full legal will, or to begin your plans before consulting a lawyer. And getting started is easier than you think.

This tool is free to you whether you choose to include a gift to United Way or not, and can be used to create your full legal will, for free, or begin your plans before seeing a lawyer. It’s 100% free to you, and it takes less than 30 minutes. Plus, you can make changes for free at any time.

 

QUESTIONS?

For questions or to make a planned gift, please contact Casey Warren at Casey.Warren@yourlocaluw.org or 615-893-7303.

 

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