Planned Giving

United Way St. Croix Valley can help you leave a legacy of your values. You can make a difference that is felt in our community now and for all time. In recent years, there has been an increase in the number of options available to structure charitable gifts. Whether known as planned gifts, deferred gifts, or endowment gifts, they allow you to contribute to your community’s future.

We will be pleased to discuss these options with you and your financial advisors. You can make charitable gifts while fulfilling other financial goals. The benefits of various gift planning tools can include:

  •     Ways which help make your annual giving more effective
  •     Annuities that let you make charitable gifts while enjoying fixed, dependable income for life
  •     Methods to make significant gifts while transferring assets to loved ones with greatly reduced estate taxes
  •     Plans that use existing estate planning tools such as your will, retirement plan or insurance policy to benefit the charities you care about

It makes sense to coordinate your giving. You trust United Way St. Croix Valley to make your philanthropic gift effective. Let us help you make that difference for all time. We have established a Legacy Fund at the St. Croix Valley Foundation. You decide when and what you care to give--whether modest or substantial. The annual proceeds from the endowment will be used to build a stronger St. Croix Valley by addressing current and emerging needs. You can contribute to our Legacy Fund or establish your own fund and instruct the Foundation to make an annual gift to United Way and other charities.

It is easy to take the necessary steps to make a difference forever. Discuss your goals and values with your family and legal advisors. Then stop in and meet with us. We can help you carry out your aspirations and goals while minimizing the tax burden on your estate. Your planned gift will help United Way meet the needs of today and the challenges of tomorrow.