The Massachusetts Bay Legacy Circle was established to recognize the generosity of individuals and families who have provided for United Way of Massachusetts Bay through a planned gift. Such gifts perpetuate the memory of the donor in good works that benefit the entire community and continue to reflect the donor’s values.
You and your financial advisors can select a form of gift that carries out your desire to benefit the community through United Way, while at the same time realizing important tax savings and fully providing for the needs of you and your family, such as:
- Bequests
- Memorials and Endowments
- Charitable Gift Annuities
- Deferred Charitable Gift Annuities
- Charitable Gift of Securities
- Life Insurance
- Retierment Plans
- Charitable Remainder Trust
- Charitable Lead Trust
United Way will work closely with you to design a plan that is best suited to your circumstances and wishes. By affording United Way the flexibility and capacity to respond to future needs, your planned gift will represent a sound investment in the community for generations to come.
To learn more about planned giving through the Massachusetts Bay Legacy Circle, contact Michelle Kovach at 617-624-8171, or mkovach@supportunitedway.org.