Planned Giving

By making bequests and other "planned gifts," you can leave a charitable legacy for future generations and help the Lakes Region United Way make important differences in your community long into the future. Planned gifts allow donors to make a significant impact on those in need over an extended period of time. Additionally, there are certain benefits from planned giving such as:

• Reducing your taxes
• Increasing your income
• Conserving your family's wealth
• Fulfilling your charitable goals
• Reflecting your special interests

Contact us to learn more and discuss planning your charitable giving options or download one of the documents below.

Title	Download
A Guide for Your Heirs	PDF
Appreciated Assets	PDF
Charitable Gift Annuities	PDF
Charitable Lead Trusts	PDF
Charitable Remainder UniTrust	PDF
Creative Legacies	PDF
Individual Retirement Accounts	PDF
Life Insurance	PDF
Non-Traditional Assets	PDF
Q&A About Willis	PDF
Real Estate	PDF
Retirement Income Plans	PDF
Retirement Plan Assets	PDF
Savings Bonds	PDF
Year-End Giving	PDF