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United Way of Broward County Legacy Circle

Shape the Future with your Legacy...
Become a Legacy Circle Donor Today!

Imagine the needs of our community 50, or even 100 years into the future. What issues will our families and neighbors face? What role do you want your United Way to play in ensuring individuals and families get the services they need to lead full and productive lives? What role do YOU want to play in ensuring Broward residents have access to programs that create better opportunities and quality of life for all, now and into the future?

United Way of Broward County's mission is to focus and unite our community to create significant lasting change in the impact areas of Education, Income, and Health—the building blocks for a better life—which positively impact people's lives. For 75 years, our organization has been our community's leader and trusted partner—improving lives, tackling key community issues and making a lasting difference in the quality of life for all. Through every season of life, good times and bad, United Way of Broward County has been there to provide help and hope by studying trends, assessing needs and maintaining our community's most comprehensive social service safety net. 

United Way can only fulfill our mission with your sustained support and a focus on saving for the future. As a result, United Way of Broward County has committed to building a significant endowment that can help us close these gaps and ensure our stability well into the future.

Imagine impacting Broward residents ongoing by sustaining your annual giving with a planned gift. It is easy to do—just add a simple amendment or 'codicil' to your will to include United Way of Broward County in your estate plans. Your planned gift will be protected and invested in United Way's endowment fund with interest earnings impacting our budget and allocations ongoing to the community each year. Interest income from a Tocqueville Legacy Circle gift of $200,000 ensures your annual gift of $10,000 is sustained. Interest income from a Leadership Legacy gift of $20,000 will continue a leadership gift of $1,000 in perpetuity.

Our Legacy Circle Members, endowment donors, strive to fill the annual campaign gap and provide for unexpected emergencies, fund emerging community needs and ensure United Way's long-term impact through the establishment, over time, of a substantial endowment. It is crucial United Way of Broward County has the means and savings, to remain strong and responsive for tomorrow.

Please consider joining United Way of Broward County's Legacy Circle today.

To receive more information and a copy of our Gift Intent form, please contact Pam DiGiacomo at: pdigiacomo@unitedwaybroward.org or 954-453-3754. Donors who bequest a minimum $25,000, submit a completed Gift Intent form and provide a copy of the page in their will documenting United Way of Broward County's inclusion, will be recognized in perpetuity in select publications, on the website, and on United Way's donor recognition wall. Thank you for your consideration.

View a list of the current Legacy Circle Members.

eBrochure Request Form

Please provide the following information to view the brochure.

A charitable bequest is one or two sentences in your will or living trust that leave to United Way of Broward County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

"I, [name], of [city, state, ZIP], give, devise and bequeath to United Way of Broward County [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

"I give to United Way of Broward County, a nonprofit corporation currently located at Fort Lauderdale, FL, or its successor thereto, ______________* [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to United Way of Broward County or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to United Way of Broward County as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to United Way of Broward County as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and United Way of Broward County where you agree to make a gift to United Way of Broward County and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.