LEGACY GIVING SOCIETY
Each of us has an opportunity to shape the future of our community and leave a lasting legacy through United Way of the Ocoee Region. No other organization is better positioned to identify local needs, align resources, and deliver solutions with efficiency and impact.
A planned gift to United Way of the Ocoee Region helps ensure that your children, grandchildren, and future generations will continue to live in a vibrant, healthy, and resilient community - while also providing critical support to neighbors who need it most. Friends of United Way of the Ocoee Region who choose to make a planned gift are honored annually as Legacy Giving Society members and recognized in perpetuity for their thoughtful generosity and enduring commitment to our community.
Ways to Leave a Legacy
Bequests
Name United Way of the Ocoee Region as a beneficiary in a will or trust.
Direct Gift
Make a direct gift of cash or stock (direct gifts can be made at any time during your life or over a period of time)
Retirement Assets
Designate United Way of the Ocoee Region as beneficiary of your 401(k), 403(b), or other qualified retirement asset.
Charitable Gift Annuities
Make a cash or stock gift of at least $25,000 to United Way of the Ocoee Region in return for a fixed payment for life.
Life Insurance
Name United Way of the Ocoee Region as a beneficiary of an existing or new life insurance policy.
Legacy Giving Society Levels
LEADERSHIP LEGACY CIRCLE
$10,000 - $25,000
PILLAR LEGACY
$25,001 - $200,000
TOCQUEVILLE
$200,001 and above
United Way can work directly with you and your financial advisor to plan your legacy. We hope you will consider joining us in improving lives not only today, but for generations to come. Contact Stephanie Linkous at stephanielinkous@unitedwayocoee.org or 423-479-2020 if you are interested in planned giving.