Trident United Way invites donors to consider joining the 1944 Legacy Society by making a planned gift from a will or estate plan. Planned giving offers donors a forward-thinking avenue to support our neighbors in the Tri-County, while maximizing your overall financial, tax and estate planning goals. Your generous gift will leave a lasting legacy and shape and support our community for years to come.
To be recognized as a Trident United Way 1944 Legacy Society member, you must make a charitable contribution from your estate or financial planning to Trident United Way and complete the Declaration of Intent.
The Trident United Way 1944 Legacy Society offers members unique benefits, including:
- Special access to Trident United Way’s signature events
- Exclusive invitations to educational and programmatic seminars
- Trident United Way 1944 Legacy Society pin
- Connect with other local philanthropists
- Flexibility and tax advantages
You choose how you would like to give.
- A Bequest in your will
- Gifts of Stocks or Bonds, retirement distribution or life insurance designation
- Charitable Trusts or Annuities pay you income while you provide for the future needs of the community through Trident United Way.
It is easier than you may realize to give a legacy gift to Trident United Way. Our team can help you and your financial advisors determine the best way for you to give.
For more information, contact Danielle Feit, Director of Planned Giving and Endowment, at (412) 613-9131 or dfeit@tuw.org.