Planned Giving

Anyone who desires to can perpetuate a gift, endow an annual contribution, or perhaps honor a loved one with a living personal or memorial fund, thus leaving a legacy of caring through the Foundation. Planned giving assists generous and committed citizens in contributing through a variety of ways over the course of many years, while still providing for themselves and their families. Such gifts allow people like you, who are dedicated to the future well-being of their community, to make meaningful, enduring statements about their concerns.

Planned giving does not replace the need for annual donations, but rather augments opportunities for both you and United Way. There are many planned giving options from which to choose:

• Outright gifts of cash, stock or other assets.
  
• Bequests in a will.
  
• Charitable gift annuities or charitable remainder unitrusts.
  
• Life insurance, retirement plans or split interest gifts.
  
• Trust arrangements that benefit your surviving spouse.
  
• Income producing gifts that will provide for you and your family.

Planned giving allows you to arrange your assets to benefit you, your loved ones and your favorite charities now and into the future. Your attorney or financial advisor can guide you in choosing the best way to make a gift that fulfills your needs while doing the most good for others.

A planned gift to the Foundation will positively influence the quality of life in the Chattahoochee Valley today, but more importantly, your gift will help preserve and enrich the quality of life for future generations. There is no better nor more secure way to leave a lasting impression on our community than by contributing to the United Way of the Chattahoochee Valley Foundation.