The donation of a legacy gift fulfills your philanthropic wishes that costs nothing during your lifetime. Best of all you and your loved ones benefit from present-day gift planning.
Make a Legacy Gift
Many individuals and families here in Orange County give back to the community by making a legacy gift—a charitable gift made from your estate or financial planning—to Orange County United Way. It’s a great way to create a legacy and express your spirit of philanthropy. Planned gifts such as stocks, real and personal property, interests and assets of value can provide a variety of benefits for you:
- Fulfill your charitable goals
- Reduce your taxes
- Increase your income
- Avoid estate tax
- Design a charitable gift to reflect your special interests
With thoughtful planning, you create a win-win for you and for the community, leaving a legacy of hope and opportunity today for a brighter future for many generations to come.
Leave a legacy of hope and opportunity today for a brighter future
Thoughtful planning of a legacy gift allows donors to make an impact while fulfilling their charitable goals.
Leaders In Philanthropy—Network With Your Peers
May 18, 2023 | 7:30 am to 9:30 am
18000 Von Karman Ave., Irvine, CA 92612
May 2, 2023 | 11:00 am to 1:00 pm
OC Department of Education (Building D)
200 Kalmus Drive, Costa Mesa, CA 92626
Make A Planned Gift
We can help – Talk with Tami Thompson, at 949.263.6163 or via email to learn more. Planned gifts have legal aspects, so please consult with your attorney, accountant or financial advisor about your donation plans.