Planned Giving

Leave a Meaningful Legacy as a United Way of Hall County supporter, you have demonstrated your personal commitment to the health, safety and financial stability of every person if our community. Now we hope you will consider a different type of gift - a special gift to United Way through your estate plan.

Why United Way?

  • make a change

    Gifts to United Way of Hall County help people become self-sufficient members of our community. Your support allows United Way to address today’s needs and work to reduce dependency on safety net services.

  • keep it local

    Contributions stay in our community. People living in Hall County are recipients of funding through United Way of Hall County, either through direct support from United Way’s funded programs or through special outreach projects, programs and initiatives.

  • leave a legacy

    Simply put, giving to United Way is the right thing to do for the long-term health of our community. Your contributions ensure that people have an opportunity to break the cycle of poverty, violence, and hopelessness and replaces them with self-sufficiency, security and hope.

Potential Benefits of a Planned Gift

  • Charitable income tax deduction

  • Increased income for you or a person your designate as a beneficiary

  • Remove future appreciation of donated property from your taxable estate

  • Decrease tax liability with the transfer of assets to your beneficiaries

  • Fulfill your wish to leave a lasting legacy in your community through United Way

 Ways to Make a Planned Gift

  • Make a bequest in your will

  • Donate a portion of your life insurance policy

  • Give through your retirement plan

  • Contribtue appreciated securities (stock, bonds, mutual fund shares)

  • Give through donor-advised charitable gift annuity or charitable trust

 

Sample Language For Bequests Under Will

For your convenience, please find language for making gifts by will to United Way of Hall County. There are merely suggestions, and they do not constitute legal, tax, or investment advice. Rather, they are intended as a guide to assist you for planning purposes. Your attorney will draft the exact language for incorporation in your will or codicil. Moreover, the execution [signing] of said document requires a high level of legal formality, and therefore should be done at the direction and under supervision of a professional.

Please ask your attorney to contact the following individual:

Kaitlin Ellison
Director of Marketing & Resource Development
kellison@unitedwayhallcounty.org

The I.R.S. recognized United Way of Hall County as a 501(c)(3) non-profit organization. Our federal tax ID number is 58-6011393.

Join the Legacy Society

Let us know if you have or plan to include United Way of Hall County in your estate plan! If you have any questions about United Way’s Legacy Society or want to learn more, please contact us!

770-536-1121 or kellison@unitedwayhallcounty.org