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Planned giving

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Giving Team will be very pleased to help you.

Leadership Legacy Circle

Planning for the next generation can never start soon enough...but it can start too late

As a United Way Leadership donor you have made a commitment to help create a good life for everyone in our community through United Way. We appreciate your trust in us, and on behalf of all the people whose lives are better because of you, we thank you.

In recognition of your commitment to the well being of Greater Cleveland, we invite you to participate in United Way of Greater Cleveland's Legacy Circle Program, joining a special group of leaders who have their eyes on the community's future, by endowing their annual gift.

The Leadership Legacy Circle is a recognition society for forward-thinking community leaders who want to perpetuate/endow a leadership-level gift through United Way's endowment to extend their impact on the Greater Cleveland community for generations to come.

The purpose of the Legacy Circle is to inspire and recognize donors who perpetuate/endow their annual gift through a current or deferred gift to United Way's endowment; and to strengthen and build deeper relationships with those who care most about the community and United Way.

There are a number of financial vehicles on our website for you to consider. The best one for you will depend on your personal and financial situation. We encourage you to consult with your financial planner and/or attorney. These gifts offer the potential for income tax deductions, leaving more for your loved ones.

You can become a member when: You notify United Way of Greater Cleveland that you have:

  • Included a gift to United Way of Greater Cleveland in your will or trust document.
  • Established a United Way of Greater Cleveland Legacy Fund to perpetuate your gift to the Annual Campaign.
  • Named the United Way of Greater Cleveland as a beneficiary of all, or a portion of, a qualified retirement plan account (IRA).
  • Named the United Way of Greater Cleveland as owner and/or beneficiary of an Insurance Policy.
  • Created a charitable remainder trust, charitable gift annuity, charitable lead trust, charitable remainder unitrust, or other deferred gift arrangement for which the United Way is a beneficiary.
  • Recommended that a current or testamentary grant be made to the Legacy fund from your donor advised fund.
  • Established a United Way of Greater Cleveland supporting foundation.

Through contributions to United Way of Greater Cleveland's Legacy Fund, you are making an impact that will be felt not only during your lifetime, but for generations to come while creating a lasting legacy for your family.

Membership in the Legacy Society is voluntary.