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Planned Giving

The United Way is uniquely positioned because our partnerships, community knowledge, corporate relationships and money are all resources that can be brought to bear on our community's needs. The result is that the United Way can help direct lasting change in our community that improves people's lives.

To support this type of lasting change in our community, The Legacy Society of Northern Fairfield County and the Stamford Society have been established to recognize the generosity of individuals and families who have made or provided for planned gifts to United Way, as well as to encourage others to consider United Way of Western Connecticut when making their estate plans.

Making a planned gift is one of the best ways to support the United Way. Planned gifts allow donors to make a significant impact on those in need over an extended period of time while taking advantage of many benefits, which may:

  • Reduce your taxes
  • Increase your income
  • Conserve your family's wealth
  • Fulfill your charitable goals
  • Be designed to reflect your special interests

Through your gift, you will change lives for the better and make a positive difference in our community. Opportunities to give a planned gift include:

  • Bequests (through wills or living trusts)
  • Securities
  • Cash gifts
  • Life insurance
  • Real estate
  • Retirement assets, such as pension plans or individual retirement accounts (IRAs)
  • Gift annuities
  • Pooled income funds
  • Charitable trusts

If you are interested in discussing our Planned Giving options, we would be pleased to work with you and your advisors to develop a gift that best suits your particular needs.

For more information or to discuss your needs in confidence, please contact Kim Morgan, United Way of Western Connecticut CEO at 203-883-6706.