Planned Giving Options

There are many ways you can make a donation to United Way Halifax through planned giving.

Bequests

You can designate United Way Halifax as a beneficiary of your will. Your bequest can be a specific dollar amount, a specific asset, or a percentage or residue of your estate. Here is sample wording for a bequest:

“I give and bequeath to United Way of Halifax Region, currently located at 46 Portland Street, 7th Floor, Dartmouth, NS B2Y1H4 (Charitable Business Number 11927-8232-RR0001),

(include one of the following)

the sum of $______or___ % or portion of the residue of my estate

or (specify an item, investment, gift of securities, real estate or insurance policy) for its general purposes or to be applied as its Directors see fit.”

Life Insurance Policy

You can designate United Way Halifax as an owner and/or beneficiary, in whole or in part, of an insurance policy. This designation can be applied to an existing policy or to one that is newly purchased.

Charitable Remainder Trusts

You can transfer assets into an irrevocable trust, meaning that you can continue to access this income for your lifetime and United Way Halifax would receive the remaining assets on your passing.

Gift of Securities

Securities, such as stocks or bonds, help United Way Halifax in the present. They also provide significant tax benefits to the donor.

Endowment

United Way’s endowment fund, the Tomorrow Fund, provides stable and dependable funding for United Way Halifax. While the capital remains intact in perpetuity, annual disbursements of 4% of the fund value is used to support the ongoing programs and services of United Way. With an initial gift of $100,000 or more, you can also create a named fund within the Tomorrow Fund. The annual disbursements from your fund can be directed to support the United Way programs of your choosing.