Planned Giving
Planned giving is the process through which donors leave a charitable gift through their will or other method of estate planning to a favorite cause. Sometimes charitable bequests on behalf of an estate can work to the benefit of the estate’s primary beneficiaries courtesy of the current tax laws and is a wonderful way to provide a pre-planned gift to charity.
You should consult with your tax advisor, financial planner, CPA or legal counsel to thoroughly understand all the details as it relates to your situation. A wealth of information about the process is contained at the following web site : http://www.leavealegacy.org.
If you have an interest in leaving a planned gift through your estate or insurance policies, we would be honored to facilitate your wishes.
For the month of May, Leave a Legacy Greater Williamsburg will reprise its popular Write a Will Month. Area attorneys will donate their time writing wills for free for anyone who leaves $5,000 or more to a Williamsburg area charity or religious organization. For more information on this fantastic opportunity, click here.
In lieu of gifts marking special occasions, if you would like to send an honorarium or thank you gift, please send to the United Way office 5400 Discovery Park Boulevard, Suite 104, Williamsburg, VA 23188. A memorial letter signifying the honorarium will be given along with a separate thank you letter for the donor.
For more information, please call our office at (757) 253-2264 and ask to speak to Sharon Gibson-Ellis, Executive Director or Jim Cooley, Chief Operating Officer.