Planned Giving

Leave a Legacy

Our long-standing connection to our community has allowed us to successfully identify and solve pressing needs in our region since 1921. You can help us create a thriving community well into the future with a legacy gift to United Way of the Mohawk Valley.

Bequests to United Way of the Mohawk Valley

A charitable bequest is one of the easiest and most flexible ways to leave a gift to United Way of the Mohawk Valley and make a lasting impact!

With the help of an attorney, just include langue in your will or trust specifying a gift to be made to United Way of the Mohawk Valley as part of your estate plan, or use a beneficiary designation form.

About Bequests

Benefits of a Bequest

Receive an estate tax charitable deduction.

Reduce the burden of taxes on your family.

Leave a lasting legacy to a trusted charity.

How to Leave a Bequest

Include a bequest to United Way of the Mohawk Valley in your will or revocable trust.

Designate United Way of the Mohawk Valley as full, partial or contingent beneficiary of your retirement account, such as an IRA, 401(k), 403(b), or pension.

Name United Way of the Mohawk Valley as a beneficiary of your life insurance policy.

Bequest Options

Percentage Bequest | Make a gift of a percentage of your estate.

Specific Bequest | Make a gift of a specific dollar amount or a specific asset.

Residual Bequest | Make a gift from the balance or residue of your estate.

CONTACT US

For more information about how to support United Way of the Mohawk Valley through planned giving, please contact Carli Sterling, Senior Development Manager, at 315-733-4691 ext. 235 or CarliS@unitedwaymv.org.

Ask us how you can become a part of our Legacy Society Founders' Circle. We would be happy to meet with you or your professional advisors to explore the many options for turning your gift into a meaningful legacy!

Unless otherwise specified, your legacy gift will support our endowment, building a permanent capital reserve, and ensuring our success for generations to come.

Letter of Intent

Your Legacy Gift to United Way of the Mohawk Valley will make an impact for years to come! Thank you for helping our community thrive well into the future.

Let us know if you intend to leave a Legacy Gift to United Way of the Mohawk Valley. Complete our Letter of Intent and return it to United Way.

Return your completed Letter of Intent by email to CarliS@unitedwaymv.org or by mail to 258 Genesee Street, Attn: Carli Sterling, Utica, NY 13502.