A planned gift helps donors achieve their philanthropic and financial goals while helping nonprofit organizations fulfill their charitable missions. Such gifts are commonly asset based rather than from current income and often involve a planning process utilizing the services of legal and financial professionals. Planned gifts can be revocable or irrevocable and sometimes have tax implications.
Benefits of Your Planned Gift:
Making a planned gift to United Way of Larimer County is safe and easy. Your planned gift is an investment today that will help build a better tomorrow and allows you and your heirs to enjoy financial benefits for years to come. Your planned gift can:
- Reduce income and estate taxes
- Increase current income
- Assist with asset management
- Pass wealth onto heirs
Planned Gift Options
There are the many ways to support United Way through a planned gift. They are simple to set up, can offer great tax benefits and offer you flexibility and control should your circumstances change.
Bequests by Will
Bequests can be included in your will when you create it or you can amend your existing will through the use of a codicil. Assets or property may be designated for family as well as United Way. For more information on how to make a bequest gift and for suggested bequest language, click here.
Legacy of Caring Endowment Fund
The purpose of the Legacy of Caring Endowment Fund is to support and sustain United Way of Larimer County’s mission through the next 100 years. The Funds within the Legacy of Caring Endowment Fund will be invested and the profits will support United Way of Larimer County and your community.
Life Insurance and Retirement Plans
United Way can be named as the beneficiary of a new or existing life insurance policy or retirement plan by simply submitting a change of beneficiary designation form or contacting the plan administrator.
There are additional gift planning options such as gifts of real estate, charitable remainder trusts, charitable lead trusts and charitable gift annuities.
If you have questions or wish to proceed with a gift, please contact Keely Mendicino at 970-407-7004 to schedule a private consultation.
Please Note: The legal name to use in gift-planning transaction is United Way of Larimer County, Inc. Our Federal Tax ID number is 84-6031503.