Planned Giving – Creating a Meaningful Legacy

Planned giving through United Way offers you an unparalleled opportunity to have an impact on issues today, while creating systemic solutions for tomorrow.

Gifts For Today

Leaving a gift for today ensures issues that are important to you have support over the long term.

Cash Gifts: Make a gift of cash to see your generosity in action to receive immediate tax benefits.

Gifts of Securities: Giving appreciated securities is one of the most cost- and tax-effective ways to make a major impact on the issues you care about.

Gifts For Tomorrow

Leaving a gift for tomorrow provides you with the opportunity to create lasting impact and long term solutions by helping future generations in our community.

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 is an affordable option that allows you to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or you can 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.

There are a few simple ways to plan a gift in your will for United Way Durham Region. Planning for the future does not require depriving your family and loved ones to accommodate charities, nor does it mean putting a strain on you as you put your affairs in order.

Often, people choose to make “residual gifts.” This type of gift constitutes the balance of an individual’s wealth once his/her fixed obligations are met. For example, you could provide a determined amount of money to your children and grandchildren, and leave a percentage of the remaining funds to United Way.

It is also possible to leave a specific percentage of your estate to United Way. For example, you may choose to divide your estate into equal portions amongst your children and grandchildren, and donate the final portion.

The most effective way to contribute to the future of communities across Halton and Hamilton is through planned giving, also known as granting a legacy or making a bequest. It is up to you to decide how your gift will be used, however a general gift allows United Way Halton & Hamilton to direct the monies received to the areas of greatest need.

To establish a legacy gift, please instruct your lawyer to include the following statement to your will:

Clause for your will

I give to United Way Durham Region, 345 Simcoe St S., Oshawa Ontario, L1H 4J2 the sum of
$ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by United Way Durham Region at its discretion.

United Way Halton & Hamilton Charitable Number
Our charitable registration number: BN 119278323 RR 0001

We strongly recommend you consult your lawyer if you are considering including United Way in your estate plans.

We recognize the importance and impact of the work of professional advisors, including financial advisors, lawyers, trusts officers and funeral director.

Below you will find United Way Durham Region’s legal name & charitable registration to provide to your advisors.

Legal name and charitable registration

Legal Name: United Way Durham Region

Charitable Registration Number: BN 119278323 RR 0001

Mailing Address:

345 Simcoe St. S,
Oshawa, Ontario (Canada) L1H 4J2

If you have any questions or to discuss legacy giving, please contact Robert Howard at rhoward@unitedwaydr.com