With a planned gift to United Way of Porter County, you can sustain your caring beyond your lifetime. Carefully planned charitable gifts may help you achieve personal planning priorities in ways you might not have thought possible.
Bequests – Naming United Way in your will is one of the easiest ways to make a lasting expression of your charitable concerns. A bequest can be in the form of a dollar amount, property or a percentage of the estate.
Charitable Remainder Trusts – Place assets in a trust and the earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal goes to United Way.
Charitable Lead Trusts – Place assets in a trust for a specified period of time. Earnings go to United Way during the life of the trust. The principal goes to your beneficiaries when the trust terminates.
Life Insurance – Name United Way as the beneficiary or donate a paid-up policy to United Way.
Retirement Plans – Name United Way as the beneficiary of a portion of your retirement plans.
If you would like more information about the benefits of planned giving, we recommend that you consult your professional financial advisor and/or attorney. United Way of Porter County will work with you and your advisor to ensure that your gift maximizes its potential not just for the community, but also for you and your family.
Contact Kim Olesker, President & CEO, for more information at 219.464.3583, ext. 101.