Leave a lasting legacy in Kennebec County
The United Way of Kennebec Valley Legacy Society is comprised of individuals who demonstrate extraordinary forethought and generosity to ensure the ongoing health and well-being of people in our communities. Through outright gifts to the United Way endowment, or through deferred gift commitments to United Way or its endowment, Legacy Society members plant seeds of kindness that will improve lives for generations to come. In addition, planned gifts can provide significant financial and tax benefits for you and your family.
Image: Donna and Warren Kessler, Manchester residents and longtime supporters of United Way, are the founding members of UWKV's Legacy Society.
Use United Way's Planned Gifts Calculator
What to Give
Stocks and Bonds
Gifts of appreciated stock may provide you with significant tax benefits, including an income tax deduction for the fair market value of stock, and the elimination of capital gains taxes due if the stock were sold instead.
A gift of your retirements assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a lasting impact in Kennebec County.
gifts that pay you income
Charitable Gift Annuity
Make a gift of cash or other assets to our organization in exchange for fixed income (with rates based on your age) for the rest of your life. There are a variety of different ways to accomplish this. Please contact us for more information.
A gift of your fully-paid life insurance policy is a wonderful way to leave a legacy. If your life insurance policy is no longer needed or will no longer benefit your heirs, consider making a gift to help further United Way of Kennebec Valley’s long-term mission.
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.
A gift of your real estate property (such as your home, vacation property, vacant land or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to the United Way of Kennebec Valley.
IRA ROLLOVER GIFTS
Now that the Individual Retirement Account (IRA) Qualified Charitable Donation has been made permanent, you may wish to consider making a gift of IRA assets to United Way. This provision allows taxpayers aged 70.5 and older to donate up to $100,000 from their IRAs each year without having to treat the withdrawals as taxable income.
How to Give
There are many ways to contribute to United Way in your will or estate plan. The most popular planned gift is a bequest, where you include United Way of Kennebec Valley as a beneficiary in your will, trust, or other instrument.
If you do include United Way in your future plans, please notify us so that we can ensure your gift will be spent in accordance with your wishes.
Want to learn more about leaving a legacy through United Way? Contact Katelyn Pushard, Community Engagement Manager, at 207-626-3400 or firstname.lastname@example.org. You can also contact your financial advisor for more information.
The I.R.S. recognizes United Way of Kennebec Valley as a 501(c)(3) nonprofit organization. Our federal tax ID number is 01-6004404.
Alissa M. Boynton
John & Charlene Bridge
Norman & Teresa Elvin
Rob & Cathy Gordon
Mark & Judy Johnston
Warren & Donna Kessler
Anonymous donor, in memory of Mildred DeBoer