Planned Giving

Leave a Meaningful Legacy as a United Way of Hall County supporter, you have demonstrated your personal commitment to the health, safety and financial stability of every person if our community. Now we hope you will consider a different type of gift - a special gift to United Way through your estate plan.

Why United Way?

  • make a change

    Gifts to United Way of Hall County help people become self-sufficient members of our community. Your support allows United Way to address today’s needs and work to reduce dependency on safety net services.

  • keep it local

    Contributions stay in our community. People living in Hall County are recipients of funding through United Way of Hall County, either through direct support from United Way’s funded programs or through special outreach projects, programs and initiatives.

  • leave a legacy

    Simply put, giving to United Way is the right thing to do for the long-term health of our community. Your contributions ensure that people have an opportunity to break the cycle of poverty, violence, and hopelessness and replaces them with self-sufficiency, security and hope.

Potential Benefits of a Planned Gift

  • Charitable income tax deduction

  • Increased income for you or a person your designate as a beneficiary

  • Remove future appreciation of donated property from your taxable estate

  • Decrease tax liability with the transfer of assets to your beneficiaries

  • Fulfill your wish to leave a lasting legacy in your community through United Way

 Ways to Make a Planned Gift

  • Make a bequest in your will

  • Donate a portion of your life insurance policy

  • Give through your retirement plan

  • Contribtue appreciated securities (stock, bonds, mutual fund shares)

  • Give through donor-advised charitable gift annuity or charitable trust

 

Sample Language For Bequests Under Will

For your convenience, please find language for making gifts by will to United Way of Hall County. There are merely suggestions, and they do not constitute legal, tax, or investment advice. Rather, they are intended as a guide to assist you for planning purposes. Your attorney will draft the exact language for incorporation in your will or codicil. Moreover, the execution [signing] of said document requires a high level of legal formality, and therefore should be done at the direction and under supervision of a professional.

  • “I give, devise, and bequeath to United Way of Hall County. (EIN #58-6011393), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Gainesville, Hall County, Georgia, (percentage of my estate or specific dollar amount), to be used at the discretion of it’s board of directors”

  • “All the rest, residue, and remainder of my estate, both real and personal property of whatever kind and wherever situated, which I may own at the time of my death, I give, devise, and bequeath to United Way of Hall County (EIN #58-6011393), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Gainesville, Hall County, Georgia, to be used at the discretion of its board of directors”

  • The term quasi-endowment when used below connotes that the organization’s Board of Directors may, under certain circumstances and in its discretion, approve the encroachment and use a portion of the principal in addition to earnings.

    “I give, devise, and bequeath to United Way of Hall County (EIN #58-6011393), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Gainesville, Hall County, Georgia, (% of my estate or specific $ amount), to establish the (_____(name)_____ Quasi-Endowment Fund).

    This fund shall be added to the organization’s investments, and the principal and earnings therefrom shall be utilized for (description of designated purpose). This Fund may be commingled with other funds of the organization for such quasi-endowments.

    No one can foresee the many advancements and changes that may take place in this organization’s field of expertise. In the event the purpose I have designated above is no longer considered useful or necessary by the organization’s board of directors, then the directors will apply these funds to another area they feel most closely matches my original designation.”

  • “In the event all my named heirs predecease me, then I give, devise, and bequeath my entire estate, both real and personal property of whatever kind and wherever situated, which I may own at the time of my death, to United Way of Hall County (EIN #58-6011393), a non-profit organization duly organized and existing under the laws of the State of Georgia, and located in Gainesville, Hall County, Georgia, to be used the the discretion of its board of directors”

  • “ I, (Name), hereby modify and amend my Last Will and Testament, executed on the _______ day of _______, in the year ________, (hereinafter “my Will”), by adding the following bequest:

    I give, devise, and bequeath to United Way of Hall County. (EIN #58-6011393), a non-profit corporation duly organized and existing under the laws of the State of Georgia, and located in Gainesville, Hall County, Georgia, the sum of ($ amount) to be used at the discretion of the organization’s board of directors. I also hereby make, reaffirm, and republish all of the terms and provisions of my Will not in conflict with this codicil.”

Please ask your attorney to contact the following individual:

Kaitlin Ellison
Director of Marketing & Resource Development
kellison@unitedwayhallcounty.org

The I.R.S. recognized United Way of Hall County as a 501(c)(3) non-profit organization. Our federal tax ID number is 58-6011393.

Join the Legacy Society

Let us know if you have or plan to include United Way of Hall County in your estate plan! If you have any questions about United Way’s Legacy Society or want to learn more, please contact us!

770-536-1121 or kellison@unitedwayhallcounty.org