Legacy Giving
Planning a Legacy Gift is one way you and your family can help support the future of your Greater Victoria community through the United Way. Your gift may create a lasting legacy to help people for years to come or provide funds needed today to build a great community for the future. Legacy giving defined is planning to make a future contribution, for example a deferred gift such as a bequest in a Will.
Legacy Gifts can take many forms, from specific cash bequests to gifts in kind such as real estate, securities and other tangible property or life insurance policies.
When you are writing a new Will or updating an old one, it is easy to include the United Way of Greater Victoria and leave a legacy for your community. Once you are satisfied that your loved ones are taken care of, you could consider making a charitable bequest to strengthen and sustain the community you have helped to build.
By making a significant charitable bequest, your estate can claim a tax receipt of up to 100% of net income in the year of death, with any excess carried back to the previous year. There are also significant tax breaks for donors to consider for gifts of publicly-traded securities, mutual funds to the United Way.
For more information please contact Trudy Farrell, Manager, Personal Giving at 250-385-6708, by email at trudy.farrell@uwgv.ca, or talk to your financial and legal advisors about the best options for you and your estate.
Red Feather
The Red Feather signifies a loyalty recognition program for our long time supporters (donor and/or volunteer for 25 years or more) who have demonstrated their dedication to improving our community through years of unwavering support.
Red Feather members identify themselves by telling us on their pledge form what year their support began. This program allows us to develop and/or enhance relationships with our most loyal supporters and starting in 2009 individuals will be invited to join us in a celebration of their support.
For more information please contact Trudy Farrell, Manager, Personal Giving at 250-385-6708, by email at trudy.farrell@uwgv.ca.
