|
Planned Giving
Welcome to the United Way Planned Giving
Leave a lasting legacy, remember the United Way of North Central Massachusetts in your will or estate plan.
Thank you for your interest in the United Way. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at the United Way who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the benefits of gift planning.
The United Way of North Central Massachusetts has partnered with the Community Foundation of North Central Massachusetts. This unique partnership allows United Way to offer donors greater flexibility to achieve their charitable goals. United Way has established an endowment through the Foundation, with the goal to have it become a permanent source of important funding for United Way programs for today and future generations.
To help you community by making a planned gift, please contact Phil Grzewinski, president, at 978-345-1577 or Shaun Hennessey at the Community Foundation of North Central Massachusetts, 978-345-8383.
To learn more about the Community Foundation click here www.cfncm.org
Benefits For Family and the United Way
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story of couples who have used planned giving to benefit their local United Way.
|
|
Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol are looking for a way to save taxes. More on Sale and Unitrust >>. |
|
|
The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
|
|
Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>. |
|
|
Bequests
Joe and Anna have been faithful supporters of the United Way. They believe it is important to support and encourage the United Way mission. More on Bequests >>. |
|