WHAT IS LEGACY GIVING?
Legacy giving is a way to support the future of our community by including United Way of Greater Lafayette in your estate plans. Through a planned gift, you can continue making an impact for generations — helping ensure local families have access to the resources and opportunities they need to thrive. Many individuals choose to leave a legacy gift because we are deeply engaged with the most pressing issues in Greater Lafayette. As community needs evolve, so do our strategies and programs. With thoughtful planning, your legacy can continue supporting the causes you care about long into the future.
BENEFITS OF A LEGACY GIFT:
- Make a lasting difference, even with a modest portion of your estate
- Provide clarity for your loved ones with a documented plan
- Potential estate tax advantages
- Honor your values or family legacy
- Inspire future philanthropists in your family or community
- Invitation to exclusive events and recognition opportunities
- Lead by example as a community steward
BEQUEST
Including United Way in your will can be done simply and meaningfully—whether it’s a specific dollar amount, a percentage of your estate, or a gift of stock or property.
Sample language: “I, (name), give, devise, and bequeath United Way of Greater Lafayette (dollar amount, percentage, or asset description) to be used to support its brand promise to mobilize our community to action so all can thrive.”
LIFE INSURANCE OR
RETIREMENT PLANS
Designate United Way as the full or partial beneficiary of your life insurance policy or retirement accounts.
TRUST, ANNUITY, OR OTHER
LIFE INCOME GIFT
A life income gift can provide income and tax benefits now, while ensuring your values continue through support of United Way’s future efforts.
Not sure which option is right for you? We encourage you to speak with your financial advisor, attorney, or CPA to determine the best fit for your goals.
Getting started is simpler than many people expect. First, consider the type of gift that feels right for you — such as a bequest in your will, a beneficiary designation, or another planned gift. Then talk with your financial advisor, attorney, or loved ones to document your wishes. If you’d like, the team at United Way of Greater Lafayette is happy to answer questions and walk you through options with no obligation.
Not at all. Legacy gifts of all sizes make a meaningful difference. Many donors choose to leave a small percentage of their estate, which allows them to support the community in a way that fits their plans while still prioritizing loved ones.
Yes. You can choose to have your gift support a particular impact area or program that matters most to you, or you can allow flexibility so it can be used where the need is greatest in the future. We’re happy to work with you to honor your intentions.
If you’d like to learn more or have a confidential conversation, you can contact David Bathe, CEO, at dbathe@uwlafayette.org or 765-742-9077 ext. 223. We’re happy to talk through options, answer questions, or simply provide more information — whatever feels most helpful to you.