Planned Giving
By making bequests and other "planned gifts," you can leave a charitable legacy for future generations and help the Lakes Region United Way make important differences in your community long into the future. Planned gifts allow donors to make a significant impact on those in need over an extended period of time. Additionally, there are certain benefits from planned giving such as:
- Reducing your taxes
- Increasing your income
- Conserving your family's wealth
- Fulfilling your charitable goals
- Reflecting your special interests
Contact us to learn more and discuss planning your charitable giving options or download one of the documents below.
Title |
Download |
| A Guide for Your Heirs |
PDF |
| Appreciated Assets |
PDF |
| Charitable Gift Annuities |
PDF |
| Charitable Lead Trusts |
PDF |
| Charitable Remainder UniTrust |
PDF |
| Creative Legacies |
PDF |
| Individual Retirement Accounts |
PDF |
| Life Insurance |
PDF |
| Non-Traditional Assets |
PDF |
| Q&A About Willis |
PDF |
| Real Estate |
PDF |
| Retirement Income Plans |
PDF |
| Retirement Plan Assets |
PDF |
| Savings Bonds |
PDF |
| Year-End Giving |
PDF |
|
