LEGACY SOCIETY MEMBERSHIP FORM

Thank you for your generous support of Greater Twin Cities United Way. You are part of a forward-thinking group of community leaders who have planned a legacy gift to continue our good work for the benefit of future generations. We are privileged to advance a piece of your legacy in this community. Be assured we will treat the following information with the utmost confidentiality and respect.

Please describe your gift with as much detail as you are comfortable sharing. We recognize that many estate gifts are revocable, are subject to unknown future personal and financial considerations, and can be modified any time.(Required)

Currently, my future gift for United Way is through:(Required)

A will

A trust

Retirement plan assets

Life insurance

Other

If possible, please share an estimated value of your planned gift as if it were received at today’s value. Knowing the estimated value of your gift will help us better plan for the future. The estimated current value of my gift is:(Required)

Please enter a number greater than or equal to 0.

My future gift is:(Required)

Irrevocable

Revocable

All friends who plan an estate gift – or make a current gift to our endowment – are gratefully recognized in the United Way Legacy Society. Friends whose future gift is intended to be $250,000 or more are also recognized in the Tocqueville Legacy Circle. We hope you will allow us to recognize your generosity and to list your name(s) as an inspiration to others. Please indicate how your name(s) should appear on any recognition material and annual donor roster:

Signature

Date of Birth

Today's Date

THANK YOU for your part in supporting United Way’s work in our community!

Linne Lemke, CFRE
Planned Giving Officer
612-340-7434 | linne.lemke@gtcuw.org
www.gtcuw.mygiftlegacy.org

This form expresses your intentions but in no way makes you or your estate legally or morally obligated to fulfill them if I choose to modify or cancel this planned gift at a later date.

LEGACY SOCIETY MEMBERSHIP FORM

SIGN UP FOR OUR NEWSLETTER