Legacy Circle
Leave a Lasting Legacy
Shape the future
Your contributions to United Way of Greater Cleveland’s annual fund have an immediate and significant impact on those most vulnerable in our community.
But what about the future? How can you help ensure that United Way will continue to make such a profound difference, even in the face of uncertain economic times?
Through our Planned Giving program, you can arrange in your estate plan to leave a lasting legacy and continue your support of United Way of Greater Cleveland for years to come. Your gift will make an impactful difference for so many in need as well as serve generations to come.
Making a planned gift to United Way of Greater Cleveland is incredibly easy – with multiple options that can be tailored to fit your needs – while still making an impact and contributing to long-term progress and solutions for our community’s future.
Legacy Circle Newsletter
Issue 2- August 2023
Already included us in your estate plan?
Ways to give
There are many ways for you to contribute to our community's future with a gift to United Way. The best one for you will depend on your personal and financial situation.
Currently, estate gifts are invested in United Way of Greater Cleveland’s Legacy Fund held at the Cleveland Foundation.
Will or Trust
Your legacy is reflected in your will, and anyone can take advantage of a bequest or living trust. You can designate an amount, percentage, or the remainder of your estate. United Way is please to offer our supporters the ability to create their own free will at FreeWill.com/UnitedWay.
Outright Gift of Appreciated Assets
You can donate appreciated assets, such as stock, to United Way of Greater Cleveland. This will allow you to make immediate impact while also allowing you to avoid capital gains tax and receive an income tax reduction.
Outright Gift of Cash
These gifts provide immediate income to United Way of Greater Cleveland, and establish your legacy during your lifetime.
Split Interest Gifts
Also known as gifts that pay income, these gifts generate income enabling you to pursue your philanthropic goals while helping provide for living expenses. Examples include charitable gift annuity, charitable lead trust and charitable remainder trust.
Life Insurance
Making a gift of life insurance is a low-cost way to perpetuate a legacy gift. Life insurance offers the opportunity to increase your legacy gift, with a current lower out-of-pocket cost.
Retirement Accounts
You may designate United Way of Greater Cleveland as a beneficiary of your retirement plan, including any 401(k) plans or IRAs. Perpetuating your gift through a retirement plan is simple, flexible, and might be the most tax efficient strategy.
Legacy Circle Levels
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Founding Member
$1 million+ planned gift or planned giving volunteer service -
Legacy Circle Champion
$500,000 planned gift commitment -
Legacy Circle Philanthropist
$200,000 planned gift commitment
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Legacy Circle Investor
$100,000 planned gift commitment -
Legacy Circle Humanitarian
$20,000 planned gift commitment -
Legacy Circle
Any planned gift commitment under $20,000
Legacy Circle Brochure
Contact Us to Learn More
We realize estate and legacy planning involves careful consideration and evaluation with your spouse, family and financial advisor, which is why United Way of Greater Cleveland is committed to working with you to find a charitable plan that works for you and your family, while meeting your financial goals.
To request more information, please contact Andrew Genszler, Director, Legacy Circle and Planned Giving at agenszler@unitedwaycleveland.org or 216-436-2148. You may also use the form below:
United Way of Greater Cleveland is a registered 501(c)3 nonprofit. EIN: 34-6516654
United Way of Greater Cleveland
1331 Euclid Avenue
Cleveland, OH 44115
