Did you know there are creative ways to support United Way of Marathon County and our local community? Ways in which our community, you and your loved ones all benefit at the same time?
This type of charitable giving provides tax benefits and allows you to choose the timing of the gift. You can make a gift immediately, or make arrangements for assets to be transferred at a later date. Some planned gifts even return an income to the donor. Simply put, planned giving is another way to support the issues you care about.
Most often people think of planned giving as a gift in a will. However, there are other ways to make a planned gift – real estate, stocks and life insurance are all possibilities. Planned giving is not strictly for the wealthy, and it does not need to be highly complicated with trusts and other documents. Your financial adviser can help you find the type of planned gift that meets your financial and charitable goals.
If you are interested in learning how you can make a planned gift to United Way of Marathon County, please contact Amanda Flannery at 715-298-5706 or email or visit the United Way Worldwide planned giving web site for additional resources.
FREEWILL
We’ve teamed up with FreeWill for a brand-new way to make sure everyone in our community is living their best possible lives.
Making or updating your will and including a gift to United Way is easier than you might imagine. We’ve partnered with FreeWill to give you a free, intuitive way to write your will today. Click here to start writing your will at no cost to you. Including a gift to United Way of Marathon County is a powerful way to continue to push our bold goal to lift 10,000 community members to financial stability by 2033.
This tool is free to you whether you choose to include a gift to United Way or not and can be used to create your full legal will, for free, or begin your plans before seeing a lawyer.
Website by: OneEach Technologies
Sitemap | Login