Planned
Giving Program, United Way of the Wabash Valley
Given the chance, most of us would love to leave a legacy.
A legacy is evidence that our lives have made a difference
in our community. A legacy is also an attempt to continue
that which we have established during our lifetime. Included
in our legacy is our personal philanthropy.
Of course, a legacy refers to more than just money. It refers
to the values that we wish to leave to our heirs, our loved ones
and our community. But how we distribute our money is perhaps
the best indicator of our values.
Unfortunately, when we die, our charitable giving ends -- unless
we create a legacy. The needs for our support are paralleled
by our desire to continue our generosity. The solution is
establishing a legacy of giving through a planned gift.
In times past only the very wealthy could create such a legacy.
Today, however, with a variety of tax-favored ways of doing estate
planning, many more can experience the joy that comes from leaving
a legacy.
A certain portion of your treasure is “social capital”.
It will be redistributed, through taxes – during
your lifetime and at your death – to others. Through
planned charitable giving, you – not some governmental unit
– direct who benefits from your social capital.
A planned gift can be revocable or irrevocable and designated
to any or many organizations supported through United Way. Any gift
can also be designated to support the United Way of the Wabash Valley
in general.
By creating a planned gift, you can:
save personal income and estate taxes
increase personal retirement income
provide more cost effective support for dependents and heirs,
and
make the largest gifts you have ever made to the United Way
Gift vehicles that can be used to create your legacy include:
Appreciated assets
Trusts
Annuities
Pooled Income Fund
Bequests through wills
Real estate and
Life insurance
For more information on how you can
create your personal legacy, please contact Jim Bertoli in the local
United Way office:
Jim Bertoli
United Way of the Wabash Valley
P.O Box 3094
Terre Haute, IN 47803
812-235-6287 jim.bertoli@unitedway.org
News
& Events
EXPERIENCE ABBONDANZA! Abbondanza is Italian for "abundant," and that describes the evening we've put together for you. Abundant food and drink, abundant live entertainment and a chance to enjoy the company of an abundant crowd! Click on "Special Events" for complete details. Date: Saturday, May 31, 2008 Time: 6 - 11 PM Place: The Ohio Building - 672 Ohio Street, Terre Haute, IN Tickets: $55/person or a reserved table of 8 for $500. Click on "Special Events" for the Order Form. Tickets may be purchased at the United Way of the Wabash Valley office, 812.235.6287 or by e-mail joan.kutlu@unitedway.org, or by filling out the Order Form and mailing the form and your check made payable to "United Way of the Wabash Valley - Abbondanza." Mail to: Abbondanza c/o United Way of the Wabash Valley PO Box 3094 Terre Haute, IN 47803
