Planned Giving

Legacy

About

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

 

Join The Legacy Society

Your relationship with United Way has grown into significant community impact. With the United Way’s Legacy Society, it can blossom into stability and security for our future generations. United Way’s Legacy Society is a planned gift giving to our endowment which will be used to achieve our Bold Goals 2030 and provide support for those in need. We invite you to consider UWRCC in your estate planning to ensure your family is left in good hands and your passion to help others echoes to our children and our children’s children. We will partner with you, your loved ones and your financial advisor to help complete this process and keep you informed every step of the way. 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 Donors

Don and Melanie Alexander
Dr. Jill Austin
Tommy and Jeanne Bragg
Billy and Rachel Bruce
Buffy Bundshuh
Ernest and Peggy Burgess
Dr. James E. and Mrs. Beverly R. Calder
John Callow
Dr. and Mrs. Frank Carter
Don and Melanie Clayton
Lori Cutler
Phillip Earles
Meagan Flippin
John and Gina Floyd
Steve and Heidi Fuchcar
Drs. Russ and Sherry Galloway
The late Marjorie Galloway
Matthew and Retta Gardner
Terry and Lisa Haynes
Brian and Pat Hercules
Phil and Kitty Holt
Gary and Faye Johnson
Bill and Kathy Jones
Chris and Bonita Jones

Jason and Julie King
Richard "Ted" and Gloria LaRoche
Shane and Ashley McFarland
Lee and Susan Moss
Angela Murphy
Joanne O'Connell
Greyson and Amy Painter
Wanita Quakenbush
Casey and Marcie Rainey
The late Dr. Liz Rhea
Chase and Francela Salas
Dr. Lana Seivers
Dr. Ellen and Mr. Richard Slicker
Matthew and Julie Stump
Jim and Billie Thompson
Tab and Layne Talbott
Larry and Martha Tolbert
Carolyn Tumbleson
Dr. David J. and Mrs. Gina W. Urban
Don and Hanna Witherspoon
Dana Womack
Andy and Cherry Womack
Two Anonymous Donors

FreeWill

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.

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.