Creating a Meaningful Legacy

WHAT IS PLANNED GIVING?

Planned giving refers to any major gift made as part of a donor’s overall financial and/or estate planning. These gifts can include equity, life insurance, real estate, personal property, or cash.

Continuing your tradition of giving with a planned gift is an extraordinary demonstration of your generosity and commitment to your local community. When you make a planned gift, you not only address the current issues impacting our community but also ensure their ongoing resolution in the future. A planned gift to United Way Halton & Hamilton continues to make an impact beyond your lifetime, ensuring that your generosity benefits future generations. Create a lasting legacy with a cause that is close to your heart.

“Hi, I’m Robert Hooper, a personal injury lawyer in Hamilton. I am also the chair of the Sopinka Legal Committee, raising funds for the community through the United Way Halton and Hamilton—that’s my passion.

This passion for the community led me to want to leave a lasting legacy gift that would have a great impact and help create systemic change for the future. By gifting United Way a life insurance policy at the Transformational gift level, I will be helping future generations.

As we look back on our lives, we wonder, “how will I be remembered?” For me, I want to be remembered as someone who showed local love to my community.”

Robert Hooper, Chair, Sopinka Legal Committee, Grosso Hooper Law, Philanthropic Circle Donor

INVEST IN THE FUTURE OF YOUR COMMUNITY

After you have considered your loved ones, please consider including United Way Halton & Hamilton in your will. Let United Way help you achieve your philanthropic goals for today and future generations. By leaving a gift in your will, you can transform lives by supporting local programs that have the greatest measurable impact in our communities. Your gift will leave a powerful legacy of hope, reflecting your values and vision for the future.

GIFTS FOR TOMORROW

Bequests

Designate a specific gift or a portion of your estate to the United Way Endowment Fund, and your estate will receive an official tax receipt.

Life Insurance

Life insurance provides an affordable option to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or make United Way a full or partial beneficiary of a policy you continue to own.

Retirement Plans

You can designate United Way as a beneficiary of your RRSPs or RRIFs, or even a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.

Contact Us

For further information on leaving a planned gift or making a gift of stocks and securities to United Way Halton & Hamilton, please contact us directly to discuss your planned gift.

For more information about creating a meaningful legacy, contact plannedgiving@uwhh.ca.

Sarah HodgsonLeave a Gift in Your Will