Planned Giving

United Way/Centraide Windsor-Essex County offers many flexible planned giving options.  By planning your gift, you can leave a legacy that will have an impact on the community for many years to come. 

Your legal or financial advisor can guide you in choosing the best way to make a gift that fulfills your needs and provides maximum benefits.  We would like to partner with you and/or your representatives to explore the best way to make that happen.   Please contact us at 519-258-0000.

 


175X102 DEREK SPALDING PLANNED GIVING_UWE0246.jpg PLAN AHEAD & LEAVE A LEGACY
Derek Spalding is young, but he’s already thinking about how he can leave a long lasting legacy for his community through a planned gift to United Way.
Read more. Watch the video.


Planned Giving Options

There is no minimum amount for a legacy gift, and gifts can be endowed in the form of cash, securities, or other financial instruments, as a one-time gift or in perpetuity.

Endowments are pooled in The Tomorrow Fund™, unless otherwise specified.  The Tomorrow Fund™ ensures that United Way is able to make an impact on future generations of people from Windsor and Essex County.

The principal of The Tomorrow Fund™ is invested by United Way, and the interest is used annually to support local programs and services funded by United Way.

Participation in the Tomorrow Fund™ is easy and flexible with giving options that include:

  • Bequest under your will
  • Appreciated property and securities
  • Charitable gift annuities
  • Charitable life insurance
  • Charitable remainder trust
  • Pooled income fund
  • In memoriam gifts
     

Tax Benefits of a Gift of Securities

There are valuable benefits when you endow certain financial instruments directly to United Way.  Benefits include:

  • Reduction or elimination of capital gains tax on appreciated assets
  • Enhancement of after tax returns on invested capital
  • Retention of the life use of a donated asset while still receiving a current tax credit
  • Reduction of estate costs

Please read our fundraising and endowment policy for a better understanding of which financial instruments we can accept. 

Named Fund - In Honour of Someone Special

Your gift can be named in your honour, or in honour of a loved one, with a minimum donation of $10,000.

United Way/Centraide Windsor-Essex County
300 Giles Boulevard East, Unit A1, Windsor, Ontario N9A 4C4

t: 519-258-0000 | f: 519-258-2346 | info@weareunited.com | Charitable Registration #: 108160334 RR0001