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:
Relationship Manager, Major Gifts
Phone: 519-258-0000 ext. 1227
||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, based on our community investment strategy.
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 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. For more information, please contact Danielle Moldovan at firstname.lastname@example.org.