Planned Giving

The way to keep caring

The Heritage Fund, Valley United Way’s permanent endowment, is a special fund separate from our annual campaign. It is our promise to the community that we will always be here to help those in need and it is your opportunity to touch the future by making a gift that will always be recognized and remembered for its enduring benefits to our community.

You can trust the Heritage Fund to reach those in need. When you contribute to the Heritage Fund you can be ensured that your gift will be put to good use, today and for years to come. Endowed gifts will enable Valley United Way to do such things as fund new programs, meet unexpected crises and preserve services that benefit our neighbors, now and in the future.

The principal of your gift will remain intact in perpetuity and the unrestricted income will be distributed to local health and human service agencies by knowledgeable Valley United Way volunteers, who will also monitor the use of these funds.

The Heritage Fund is a wise investment

Through your gift to the United Way Heritage Fund you can:

  • Be assured of careful stewardship of your gift.
  • Be recognized and remembered for your commitment and generosity to your community.
  • Tailor your giving to meet your needs and interests.

Through planned giving methods you may be able to:

  • Realize current and future tax savings.
  • Provide income for yourself and provide for the future financial security of family members.

There are many ways to keep caring

There are a number of ways to contribute to the United Way Heritage Fund. Your attorney or financial advisor can guide you in selecting the options that best suit you. Gift opportunities include:

  • A bequest through your will.
  • Gifts of cash, stocks or real estate.
  • Life insurance.
  • Life income gifts.
  • Memorial and tribute gifts.

Learn more about how you can invest in our community’s future. For more information regarding Valley United Way’s Heritage Fund and the many ways you can keep caring, please contact Valley United Way. You may e-mail us at valleyunitedway@valleyunitedway.org.

Memorial and Gift Donations

A unique way to honor someone is through a memorial gift to Valley United Way that will benefit the entire community.