Planned Giving

When you include a gift as part of your overall estate and financial plans to support Trident United Way, you are improving lives and creating lasting change in your community. Planning a gift can be easy, and your generosity will leave a legacy of support for programs and initiatives that will advance the common good for years to come.

Whether you would like to put your donation to work today or after your lifetime, we can help you find a plan that fits the needs of your family and your community.

Contact Caroline Byrd, VP of Advancement, at (843) 740-7749 or cbyrd@tuw.org.

Bequest Sample Language

Unrestricted General Request

I give, devise and bequeath the sum of $__________ to Trident United Way., a nonprofit organization incorporated in the State of South Carolina, its principal office being located at 6296 Rivers Avenue, Suite 200, N. Charleston, SC 29406 for its unrestricted use.

Gift for specific purpose

I give, devise and bequeath the sum of $________ OR all my right, title, and interest in and to ______________________ (describe property) to support ___________________ (i.e., kindergarten readiness) at Trident United Way, a nonprofit organization incorporated in the State of South Carolina, its principal office being located at 6296 Rivers Avenue. Suite 200, N. Charleston, SC 29406. If this purpose is no longer applicable/useful, the Board of Directors may take action to use it for other areas of need.

Gift of residue

I give, devise and bequeath my residuary estate, which is all the rest, residue and remainder of the property owned by me at my death, real and personal and wheresoever situated, to Trident United Way, a nonprofit organization incorporated in the State of South Carolina, its principal office being located at 6296 Rivers Avenue, Suite 200, N. Charleston, SC 29406

Contingent gift of residuary estate

I devise and bequeath the residue of the property owned by me at my death, real and personal and wheresoever situated, to my spouse, if she/he survives me, otherwise, to Trident United Way, a nonprofit organization incorporated in the State of South Carolina.

Amount of gift dependent on size of estate

I give, devise and bequeath the sum of $_____ or _____ percent of my adjusted gross estate as finally determined for federal estate tax purposes, whichever is greater (or lesser)*, to Trident United Way, a nonprofit organization incorporated in the State of South Carolina, its principal office being located at 6296 Rivers Avenue. Suite 200, N. Charleston, SC 29406.

*It is recommended to consult with your tax advisor on tax related questions.

 

The above examples are samples only. Please consult with your attorney or advisor when making a bequest or other planned gift to ensure that your wishes are carried out properly.

 

Please click the link below for a downloadable version of the bequest sample language.