Planned Giving

Securing the Future

 

What is Planned Giving?

Planned giving is sometimes referred to as gift planning, defered giving, endowment building or legacy giving. It is a way to support non-profits by enabling philanthropic individuals to make larger gifts than they could make from ordinary income. 

Giving Based on Your Values
Taking advantage of Planned Giving opportunities through United Way of Deschutes County allows individuals like you to make a personal commitment to give—to help secure future programs and services—through a current gift or through your estate.  
  

A Variety Of Giving Opportunities
A Planned Gift provides opportunities for the gifting of a variety of assets, based on what is best for your financial and estate planning situation. Options include simple Bequests, Charitable Remainder Trusts, Charitable Lead Trusts, Gift Annuities and Life Insurance/IRA Beneficiaries. Because every donor’s financial and estate planning goals and objectives are unique, you will want to discuss them with your advisors: financial and legal. United Way of Deschutes County staff can also help you evaluate your options and opportunities.

You can help support our county’s greatest needs by giving to United Way of Deschutes County Endowment, or focus your contributions by choosing specific programs and issues you care about. Planned Giving allows you a unique opportunity to give based on your values.  It allows you the opportunity to consider the things that are important to you, as well as the programs and services that are important to our community, and then to make decisions about your charitable support that will make a real difference.

United Way of Deschutes County Community Endowment
Since 1952, United Way of Deschutes County has supported community agencies serving thousands of citizens and their human needs. As our county has grown, so have those needs: to ensure our children are healthy, cherished and ready to enter school ready to learn; to help youth to be happy, confident and responsible; to assist children, youth, adults and the elderly to be safe from violence and abuse; to meet the basic needs of food, clothing and shelter for those in our county who are most vulnerable.

To help meet the expanding needs of our growing community for the future, United Way of Deschutes County has established an endowment fund—UNITED WAY OF DESCHUTES COUNTY COMMUNITY ENDOWMENT—managed by the Oregon Community Foundation, the revenue from which will be used to meet human needs in Deschutes County.

You can join other forward thinking donors who have invested in your community by making a gift of cash, stock, or real estate to United Way of Deschutes County Community Endowment Fund. You can also benefit the Endowment by establishing a Donor Advised Fund that can carry on your philanthropic values into the future. You may wish to endow your annual pledge, or consider a planned gift, e.g., a Charitable Gift Annuity.  It is always appropriate to remember United Way of Deschutes County, or the United Way of Deschutes County Community Endowment Fund in your Will or your Living Trust.

 

Heritage Society

In 2006, United Way of Deschutes County (UWDC) inaugurated the Heritage Society to honor and recognize individuals who have made an extraordinary commitment and named us, our endowment, and/or our agencies in their estate plans. Membership in the Heritage Society allows us to express appreciation to philanthropists who are committed to our mission and the services of our partner agencies.

Membership in the Heritage Society is permanent. It continues as long as the qualifying gift plan remains in effect. To become a member you can create a planned gift or inform us of a provision for UWDC in your estate plans. We encourage those who have provided an estate or planned gift for UWDC, our endowment or our agencies to share this information with us. We would like to honor and recognize your commitment by including you in our Heritage Society Honor Roll.

If you have included United Way of Deschutes County in your will or estate plans, please let us know so that we may include you as a member of the Heritage Society.