FOREVER UNITED
A LEGACY SOCIETY
Leave a lasting impact in Harrisonburg and Rockingham County
United Way has responded to the most pressing needs of our community for more than six decades. By joining our Forever United Legacy Society, you ensure that no matter when your gift is made, it will meet the top priorities facing local individuals and families here in Harrisonburg and Rockingham County.
WAYS TO GIVE
It's easy to make a legacy gift to United Way. Popular options include:
Will or Living Trust Gifts
A bequest provision can be included in your will when you draft it or as a codicil amending your existing will. This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount, an asset, or a percentage of the assets in your estate.
Retirement Plan or Life Insurance Gifts
You can select United Way as a beneficiary of a portion of any balances remaining in your retirement or life insurance plans. This includes qualified charitable distributions (QCD) from an IRA, the QCD allows donors 70 1/2 or older to transfer up to $100,000 directly from their IRA to United Way on an annual basis.
Securities Gifts
Use publicly traded securities or other appreciated assets to make your gift to United Way. Donating assets with a low-cost basis often results in significant tax advantages in comparison to a cash gift.
If you do include United Way in your future plans, please notify us so that we can ensure your gift will be spent in accordance with your wishes.
For more information, please contact Amanda Leech at 540-434-6639 X102 or amanda.leech@uwhr.org. You can also contact your financial advisor for more information.
The IRS recognizes United Way of Harrisonburg and Rockingham County as a 501(c)3 nonprofit organization. Our federal tax ID number is 54-0632716