A legacy gift to Heart of Florida United Way will allow us to create an ever-strengthening impact in our community for future generations.
Your charitable gift will provide vital support for community projects, activities, and goals.
Your contribution will influence the well-being of others far into the future.
By making a planned gift, you will be among a special group of dedicated donors who have chosen to leave a lasting legacy that will continue to support future generations. Have the confidence that comes with investing in an organization serving our local community since 1939.
Outright Gift of Cash or Check
A gift by cash or check is the most common and easiest method for making a charitable contribution.
Appreciated Stock
Irrevocably contributing an asset provides an immediate income tax deduction.
Current Will or Trust
Your legacy is reflected in your will. A bequest from a will or a living trust lets you pass any amount to UWLC free of estate tax.
Life Insurance
Many contributors are attracted to life insurance because it enables them to make a larger gift than they would otherwise be able to make.
IRA Rollover
An IRA rollover gift can meet an IRA’s annual required minimum distribution and reduce taxable income.
Retirement Plan
Perpetuating your gift through a retirement plan is simple, flexible and tax wise.
Benefits of Planned Giving
- Continue Your Family’s Legacy
- Provide Long-Term Charitable Support
- Income, Gift and Estate Tax Benefits
- Memorial to Family or Friends
Heart of Florida United Way offers a range of Planned “Legacy” Giving options designed to help you fulfill your philanthropic goals.
We can tailor your giving to meet your individual needs and interests. To learn more about legacy giving, email legacy@hfuw.org.
