PLANNEDGIVING YOURLEGACY.OURFUTURE.
LEAVINGALASTINGLEGACY:INVESTINYOURCOMMUNITYAND YOURSELFWITHUNITEDWAY
ShapeaBrighterFuture:UnitedWayoftheDutchess-OrangeRegionhasa longhistoryofimprovinglivesinourcommunity.Youcanbeavitalpartofour futurebymakingaplannedgift Plannedgivingallowsyouto:
Supportthecausesyoucareabout:Directyourgifttoanyofourinitiatives, ensuringyourpassioncontinuestomakeadifference
Secureyourlegacy:Leavealastingimpactonourcommunityandcreatea meaningfulinheritanceforfuturegenerations
BENEFITBEYONDGENEROSITY
Plannedgivingoffersadvantagesforyouaswell:
Taxadvantages:Enjoypotentialtaxdeductionsandotherbenefitsdependingon thegiftoptionyouchoose
Financialsecurity:Certainplannedgiftscanprovideyouwithincomeduring yourlifetime,supplementingretirementorofferingsupporttolovedones
Together,WeCanMakeaDifference
PlannedgiftsareacornerstoneofUnitedWay’slong-termsustainability Byjoining ourLegacySociety,you’llbeensuringfundingforourprogramstodayandwellintothe future
UnitedWayoftheDutchessOrangeRegionstrivesto createacommunitywhere everyonehasaroofover theirhead,foodontheir table,opportunitiestowork andaccesstoeducation.
Wefightforthehealth, educationandfinancial stabilityofeverypersoninour community Ourgoalisto makesurethatallcanthrive byhavingthecapabilityto pivottomeetourcommunity’s needs
Ourkeyfocusareasare: EarlyChildhoodLiteracy FinancialStability FoodAccess VeteranServices
STOCKGIFTS|
Makingstockgiftscanbeataxadvantagedwaytosupportthelivesofindividuals servedbyUnitedWayoftheDutchess-Orange Region Stockdonationinformation:MerrillLynch| 2649SouthRoad,Poughkeepsie,NY12601|
Contact:MichelleNolan,(845)431-2286|Broker DealerDTCNumber:8862|AccountNumber: 858-02302
BEQUESTS|Theeasiestwaytomakeanimpact Asimple,flexibleandversatilewaytoensurewe cancontinuetobuildastrongercommunityis throughacharitablebequest,agiftinyourwillor livingtrust
LIFEINSURANCE|
YoucannameUnitedWayof theDutchess-OrangeRegionasaprimarylife insurancebeneficiaryorasacontingent beneficiaryshouldyourotherbeneficiariesnot surviveyou Withthegiftoflifeinsurance,the benefitsfromthepolicypasstoUnitedWay,free offederalestatetax,afteryourlifetime
IRA|AQualifiedCharitableDistribution(QCD)is atax-savvywaytomeetRequiredMinimum Distribution(RMD)obligations BydonatingRMDs tocharitieslikeUnitedWay,youcanreduceyour taxableincomewhileensuringyourcharitable intentionsarehonored Thisstrategycanalsohelp minimizetaxesonIRAassetsthatwould otherwisegotonon-charitablebeneficiaries
DONORADVISEDFUND|
DAFsofferaflexible andtax-efficientwaytosupportyourfavorite charities BycontributingassetstoaDAF,youcan immediatelyreceiveataxdeductionwhile maintainingcontroloverhowandwhenthefunds aredistributed Thisallowsyoutoalignyourgiving withyourphilanthropicgoalsandvaluesover time
Discoverhowplannedgivingcan benefitbothyouandyour community.ContactChristina Powersatcpowers@uwdor.orgor (845)471-1900,ext.3104.
Ifyouareconsideringagiftinyourwill,pleasefeelfreetousethissamplelanguage,whichmaybeofassistancetoyouand youradvisor:“IherebygiveUnitedWayoftheDutchess-OrangeRegion,a501(c)(3)charitableorganization,the followingsumof$_______OR_______%oftheresidueofmyestate,ORdescribedproperty:_______tousewhere theneedisgreatestORtobedirectedtoward_______.”
UnitedWayhaspartneredwithFreeWill(www.freewill.com)toofferafreetoolthatallowsuserstocreatealegalwill, updatetheirwill,orstartplanningbeforeconsultingalawyer
UnitedWayoftheDutchess-OrangeRegion|TAXID: