How to Help: Decades of Difference Endowment Fund and Planned Giving Program

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Our Community Legacy

The United Way of the Mid-Willamette Valley is a non-profit organization that has been helping our two county region since 1937. Six decades of helping the most needy among us. Six decades of annual solicitations. Six decades of starting each year at $0. Abused children, the hungry, at-risk teenagers, disabled persons, and more rely on you and on us. While the annual United Way campaign makes a life-changing difference for the immediate needs of today, an endowment fund would stabilize funding and assist in funding more worthy projects each year.

Our newly established United Way Decades of Difference Endowment Fund will make that kind of impact in our community with your help. Contributions to the Endowment Fund will be prudently invested. The UWMWV Board will monitor the investments and the distributions to make careful use of your contribution and to make the greatest possible impact in the community. Leave your legacy through a gift to your community's United Way Endowment Fund. Discover how you can leave your legacy through planned giving to United Way of the Mid-Willamette Valley while reducing estate taxes, maintaining income during your lifetime, and/or still preserving an inheritance for your children.

We would be happy to provide you with more information on how the following vehicles may help in your planning:

~ Charitable Trusts ~ Will or Living Trust ~ Life Insurance ~ Appreciated Assets ~ IRA's

Planned gifts to United Way of the Mid-Willamette Valley represent a thoughtful and imaginative approach to the philanthropic support of human service in our community. The donor who makes a planned gift is not necessarily a person of wealth, but is always a person interested in making a lasting contribution for the future benefit of people in need.

Planned gifts take two forms, the first being the bequest of funds to be distributed to United Way at the time of the donor's death. The bequest as stipulated in the donor's will may indicate a specific amount or a percentage of the estate to be directed to United Way.

The second form of a planned gift is made during the lifetime of the donor in order to accomplish personal financial goals as well as to support charitable interests. This type of gift enhances the future financial well being of the individual and his or her family while providing for a meaningful charitable contribution at the same time.

Because planned gifts are directed toward funding United Way's Decades of Difference Endowment Fund, planned gifts provide donors (at all levels of giving) the opportunity to benefit less fortunate people in the community well into the future. A planned gift to the endowment is a meaningful legacy, which will assure a safe and healthy community for all its citizens for the years to come.

United Way encourages its contributors to help provide services for generations to come. Please secure the future for others in our community through a planned gift by contacting Gayle Caldarazzo, gcaldarazzo@unitedwaymwv.org or 503.363.1651.

Providing additional income for you and your family.
Minimizing your current taxes.
Securing services for future generations.