Where there’s a will, there’s a way to ensure your generosity lives on
A carefully drafted will ensures the financial security and well-being of your loved ones. It is an important tool for planning which people and organizations will benefit from your estate, who will handle distributions, and who will be guardian and trustee for those you love.
Without a will, the government distributes your estate according to a legal formula. Taxes and administration costs can reduce the value, and the settlement may not reflect your wishes or the needs of your family and friends.
In drafting or revising your will, you may choose to allocate a portion of your estate to United Way of Winnipeg and join our growing Legacy Circle. Unless otherwise directed, United Way places all gifts received by bequest in our endowment – The Tomorrow Fund – where it will remain permanently invested while the income will continue to provide stability and innovation for a network of essential programs and partnerships for generations of Winnipeggers.
There are several options to consider when making a bequest to United Way of Winnipeg in your will. You can bequeath:
- A specific amount of money or property (an art collection, home, or land, for example)
- A percentage or the residual of your estate (that which is left after all other provisions and expenses)
- The product of a life insurance policy, in whole or in part
- Your RRSP, RRIF, LIF, or tax-free savings account
You may also choose to establish a Named Fund within the Tomorrow Fund when your gift reaches $5000 or more. This gives friends and family the option to contribute to your fund in celebration and memory.
United Way is here to help
To learn more about including United Way of Winnipeg in your Will or estate plans, contact Ana Plotnicoff, our Director of Philanthropy, at 204-924-4236 or email firstname.lastname@example.org