Create a Legacy.
Planned Giving – Leaving A Legacy
The United Way of Pasco County Endowment Fund is a special way to care about people in your community... Today, Tomorrow, Always.
How Do I Keep Caring?
We can't be sure what changes will occur in our world. History has taught us that our communities needs will change and grow. Through the United Way of Pasco County Endowment Fund you can make investments that deliver long-term benefits to the community and those in need. The endowment fund is a special fund, separate from our annual campaign, which will provide additional support for the needs of our community today and in 10 years from now.
Endowment Options Available to Show You Care
- Bequests through a will
- Outright gifts (cash, appreciated property, stocks, bonds or real estate)
- Revocable living trusts
- Life insurance
- Memorial and tribute gifts
- Gifts that provide income to you or others (charitable remainder annuity trust or unitrust, charitable lead trust and charitable gift annuity)
Supporting the Endowment Fund
When you give to the Endowment Fund you help children and youth achieve their potential, you promote individual and community financial stability and independence, you give a foundation and care – a safety net services.
Up to 90% of a child’s brain has developed before the age of 5. Quality early education experiences are important to all children, but especially so for those who are potentially at risk. A good start to life ensures that more youth will graduate from high school. As a national movement, our goal is to cut America’s high school dropout rate in half by 2018.
We are committed to building a stronger financial future for individuals and families in Pasco County. We can help hard-working families put their lives back together. By 2018 1.9 million more families are financially stable. We focus our efforts on adult education, training and retention, home ownership counseling and financial literacy.
Many people in our area face severe challenges and are unable to meet their basic needs. United Way of Pasco County will continue to help with those needs.
How Deferred Gifts Differ From Outright Gifts
- Made from capital resources
- Involve estate-planning principals and considerations
- Provides givers with greater tax benefits in addition to a charitable deduction
- Provides givers with increased income from investments
Benefits For You and Your Family
- Substantial income, capital gains, inheritance or estate tax savings
- Provides income to yourself and others
- Tailor your giving to meet your individual needs and interests
- Be assured of careful stewardship of your gift
- Be recognized for your vision and generosity
The United Way of Pasco County does not render legal or tax advisory service. For advice and assistance in specific cases, the services of an attorney or other professional advisor should be obtained. Any confidential information is for internal use only. United Way will not share information about you or your gift with anyone else without your permission. Thank you for your time and interest in United Way.
For Additional Information Visit: www.uwgift.org