A gift through planned giving is a wonderful way to leave behind a legacy of caring that helps not only children and seniors but also supports the families and communities that surround them now and in the future. Planned giving through United Way offers you an unparalleled opportunity to have an impact on issues today, while creating systemic solutions for tomorrow.
Leave a legacy that is aligned with your values and will shape the future of your community, invest in a high-performing programs that address critical social issues, maximize your tax and estate planning benefits.
What are my options for planned giving?
GIFTS FOR TODAY
Leaving a gift for today ensures issues that are important to you have support over the long term.
Cash Gifts: Make a gift of cash to see your generosity in action to receive immediate tax benefits.
Gifts of Securities: Giving appreciated securities is one of the most cost- and tax-effective ways to make a major impact on the issues you care about.
GIFTS FOR TOMORROW
Leaving a gift for tomorrow provides you with the opportunity to create lasting impact and longterm solutions by helping future generations in our community.
Bequests: Designate a specific gift or a portion of your estate to the United Way Endowment Fund and your estate will receive an official tax receipt.
Life Insurance: Life insurance is an affordable option that allows you to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or you can make United Way a full or partial beneficiary of a policy you continue to own.
Retirement Plans: You can designate United Way as a beneficiary of your RRSPs or RRIFs, or even a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.
If you have any questions or to discuss legacy giving, please contact Shantal Ingram at shantal@ckl.unitedway.ca
How do I name United Way for the City of Kawartha Lakes in my will?
The most effective way to contribute to the future of communities across Kawartha Lakes and Haliburton County is through planned giving, also known as granting a legacy or making a bequest. It is up to you to decide how your gift will be used; however a general gift allows United Way for the City of Kawartha Lakes to direct the monies received to the areas of greatest need.
To establish a legacy gift, please instruct your lawyer to include the following statement to your will:
Clause for your will
I give to United Way for the City of Kawartha Lakes, 50 Mary Street West, Lindsay, Ontario, K9V 2N6 the sum of $ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of/County of _____________. The disposition of my bequest is to be used by United Way for the City of Kawartha Lakes at its discretion.
United Way for the City of Kawartha Lakes Charitable Number
Our charitable registration number: 10545 4508 RR0001
We strongly recommend you consult your lawyer if you are considering including United Way in your estate plans.
If you have any questions or to discuss legacy giving, please contact Shantal Ingram at shantal@ckl.unitedway.ca