Charity is not limited to your lifetime...Many of us have our personal reasons for giving while we are living, but statistics show that only a few of us have thought about making a charitable gift that will leave a legacy of caring long after we are gone.
Middlesex United Way is an active participant and leader in a nationwide Leave A Legacy campaign to educate donors about the importance of leaving something in their wills to charities they care about. By providing for the future through planned giving, you make it possible for Middlesex United Way to create lasting change for us all - for generations to come. Middlesex United Way's Red Feather Societyis a means for you to assure a legacy of caring and have an even greater impact.
Red Feather Society Members of the Red Feather Society are supporting Middlesex United Way's Endowment Fund which supplements program funding in difficult times and provides stability in a rapidly changing environment. You can support the Endowment Fund by making a gift in your will or trust or naming a charity as the beneficiary of an IRA, pension plan or life insurance policy.
Benefits of Planned Giving
Reduction or elimination of your capital gains tax on appreciated assets such as securities
Increased income for you or a person you designate as a beneficiary
Reduction of your income tax through the charitable income tax deduction
Decreased tax liability associated with the transfer of assets to your beneficiaries at your death
Options for Giving Donors can make a gift directly to Middlesex United Way’s Endowment Fund, which is managed by United Way’s Board of Directors, or to the Middlesex United Way Fund at the Middlesex County Community Foundation, which is managed by the foundation’s Board of Directors.
There are several ways to give including:
A bequest through your will or living trust
Gifts of property
Gifts of life insurance policies or proceeds that you and/or your loved one no longer need
Life income arrangements
A gift of retirement assets such as pension plans or IRAs
A gift of a life estate in real property
You might also consider making a gift to Middlesex United Way in memory of a loved one in any of these forms. Even at the most sorrowful times, you can choose to make a lasting tribute to your family member or friend.
Contact Us Please remember Middlesex United Way in your will and let us know about it when you do so that we may recognize you as a member of the Red Feather Society. For more information on making a planned gift, contact Kevin Wilhelm at United Way, 860-346-8695, or email kevin.wilhelm@ctunitedway.org.
The purpose of this page is to provide general information. It is not intended as professional advice. Please consult your legal, tax, and financial planning advisors for guidance on the implementation of these planned giving tools.
