Create your legacy
You believe, as we do, that united we are strong.
You care about your community. In times of difficulty and joblessness, as workplaces close and the cost of living increases, you rise to support those around you. Single parents, individuals facing mental health issues, those with injury, family violence, employment loss and more all have a place to turn, thanks to you.
Now, more than ever, you help to bring certainty and hope back to individual’s right in our community.
Since 1959, our local United Way has been identifying the need, and working with the support of countless individuals who believe, like you do, that we can all create lasting change in our community. And today, 57 years and some three generations later, your support continues to improve the lives of those all around us… our neighbours, our friends, and our families.
As the needs continue to grow our most loyal supporters have come forward, creating Legacy Gifts, ensuring the impact they have already created, will continue for the coming generation. By supporting United Way through your estate planning, you are creating a future for those who will inherit our community.
For more information, click here to view the Ontario Bar Associations website.
Types of planned gifts:
- Gifts made by will (bequests)
- Planned giving and endowment
- Life insurance
- Donations of RRSPs and RRIFs
Please let us know of your intention, so that we are able to thank you and work with you to ensure your wishes are fulfilled. Please click here to print or download the Legacy Gift Commitment Form (PDF).
A bequest is a gift from your estate. A bequest is a legacy that you will leave for those that will follow after you. This type of gift can be a specific amount of money, a portion, or all of the residue from the your estate, securities, or a piece of property. A bequest can also be an item such as a coin collection, vehicle or painting.
To include a bequest to the United Way in your will, have your gift designated with wording like “to United Way Perth-Huron for highest priority community needs.” Alternately, you may designate your gift to a specific area, such as one of our three impact areas. In this case, we can work with your lawyer to create the correct wording.
Sharing your intentions to leave a bequest to the United Way will allow us to thank and recognize you now, while also allowing us to plan for the future.
Bequests can be endowed to the United Ways Forever Fund. Endowed funds, over time, provide a consistent revenue source because the original gift is never spent – it remains intact as a legacy forever, a reminder of your gift to the community.
Life insurance can benefit both yourself, and United Way Perth-Huron when we are named beneficiary. At time of passing, proceeds from the Policy pass outside your estate, giving protection from estate administration taxes. The charitable tax receipt will alleviate the taxes to your estate. Life Insurance donated irrevocably during your lifetime will provide for an immediate charitable tax receipt from United Way Perth-Huron for any cash surrender value on the policy, and for any future premiums you pay.
Unused RRSPs and RRIF’s are an excellent way to maximize your giving potential while avoiding estate taxes. When the United Way Perth-Huron is designated as beneficiary of your RRSP or RRIF, the proceeds are paid directly at the time of death and bypass estate taxation. The charitable tax receipt issued can eliminate a large portion of the tax generated by plan at time of death.