Planned Giving

Plan a Gift That Will Change Lives

Our community's challenges are bigger than what any one orangization can solve alone. United Way Montcalm-Ionia Counties will continue to bridge critical gaps in services needed by our community and evolve as our communty evolves. To ensure the work in our community's most complex and significant issuses, your legacy gifts are desperately needed. Together, we will build a better future where young children have a great start, youth experience academic success, and adults and families reach economic stability.

 

Because of generous supporters like you, United Way Montcalm-Ionia Counties has been a catalyst for social change for more than 60 years. You can also be an intergral part of our future by including a charitable gift within your overall estate and financial plans. With a little planning, you can make a big difference in our community for years to come.

                         I want to plan a gift based on my:                         

(Click on the buttons below to learn more)

$1-$99,999

$100,000-$999,999

$1 million or more

54 & younger

55-69

70+

Cash

Appreciated Securities

Retirement Plan Assets

Life Insurance

Tangible Personal Property

 

 

*Note: The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.*