Skip to main content

Leave a Legacy

What will your legacy be?

Making a donation to United Way/Centraide Windsor-Essex County through a legacy gift is an extraordinary statement of your generosity and commitment to your local community. A legacy gift to United Way provides you with the opportunity to give beyond your lifetime.

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

Legacy gifts are pooled in The Tomorrow Fund™, unless otherwise specified. The Tomorrow Fund™ is invested by United Way and is used to support transformational community investments by United Way.

Honour a loved one

Meaningful conversations with family can start with a planned gift

United Way donor, Kyle Kootstra, says conversations about philanthropy can help create a sense of identity and legacy among family members, specifically the younger generation.

Read More

Ways to Give

Leaving a legacy gift is flexible with giving options that include:

  • A gift in your will 
  • A gift of life insurance 
  • Appreciated property and securities 
  • Charitable gift annuities 
  • Charitable remainder trust 
  • Pooled income fund 
  • In memoriam gifts in honour of a loved one

Tax Benefits

There are valuable benefits when you give certain financial instruments directly to United Way. Depending on the type of legacy gift, benefits may include:

  • Tax credit of your gift to pass on to beneficiaries 
  • Tax benefits now and during your lifetime 
  • 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 further details.

Why Derek decided to leave a legacy gift

Plan Your Legacy Gift

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.  For a confidential discussion about legacy giving or to let us know about an existing legacy gift to United Way in your estate plans, please contact Andrew Bothamley, Vice-President, Finance & Operations at United Way at abothamley@weareunited.com or 519-259-6159.