Maximize your impact with a Legacy Gift & safeguard the future of your community 

When you make a donation to United Way, you are making an investment in your community and giving your family, friends, and neighbours a hand up when they need it most. Every dollar of your donation is invested locally and will help transform lives and create lasting social change. It’s also rigorously measured for its effectiveness and efficiency, ensuring that together we are driving the most meaningful results and the biggest possible impact.

You can make a long-term investment in the community that reflects your values and vision for the future by considering a Legacy Gift and joining our United Way Legacy Circle.

Legacy Giving through the United Way gives you an opportunity to create the future you want for Victoria. If you wish to make a gift with even greater impact in the community, you may choose to draw on your savings, investments, property or estate.  This takes forethought and planning (hence this is also called “planned giving”).

Ensuring Your Legacy through a Bequest

Creating your Will is one of the most important things you do in your lifetime. It is a lasting testament to you and your accomplishments, and to your vision and values. A Will provides an opportunity to focus on who and what is most important in your life. Having a valid, up-to-date Will in place ensures your last wishes will be respected and followed.

You can make our community a better place in the future by naming United Way of Greater Victoria as a beneficiary in your Will today.

 A gift in your Will or Bequest, can be a specific dollar amount, item or gift of property; a residual amount or percentage left after specified amounts have been paid to others; or a donation that is contingent on the passing of other of your named beneficiaries.  Other opportunities could include a gift of shares or securities, RRSPs or RRIFs. These type of gifts do not affect your current financial situation, but can have significant positive impact on those in need in our community in the future.

Your bequest can help accelerate change to improve the lives of our neighbours who need it most, making our local community stronger.

Benefits of Legacy Giving

  • Leave a Legacy that aligns with your values and help shape the future of Greater Victoria
  • Gifts are invested in high-performing evaluated programs
  • Maximize your tax & estate planning benefits
  • Recognition as part of the United Way Legacy Circle

“I have named United Way in my life insurance and my will. I love the ‘umbrella’ of support United Way provides through so many different social services in the region. I also know United Way will definitely be here helping where it’s needed most, long after I’m gone.”

United Way Legacy Circle

Donors who have made a commitment to leave a visionary investment to United Way are invited to join our Legacy Circle.

As a Legacy Circle member, you can choose from a range of recognition opportunities (including anonymity if you prefer) and you will receive exclusive invites to United Way events and volunteer opportunities. If you have named United Way in your Will, please consider letting us know so we can thank you, and recognize your forethought and generosity to the degree you wish.

Ways to leave your gift

There are many options available to you to ensure that Victoria and the Capital Regional District remain a great place to live well into the future, a caring community that looks after its most vulnerable. Legacy gifts can be used in the near term to benefit the community or can be invested in United Way’s Endowment Fund to support future needs of the community in perpetuity. To help you with your planning we have a created a list of resources and options of how you can leave a gift to your community.

You can make a significant investment into the future or your community by giving a gift of real estate or other personal property. A charitable receipt is provided for the market value at the date United Way formally takes ownership. Whether considering making this an immediate donation, or for the future in your will, please contact us to discuss details.

You can consider giving monthly gifts to United Way through your RRSP or RRIF while you’re enjoying your retirement. Or you may choose to name United Way as a beneficiary of all or a portion of your retirement funds. You can make this selection known directly on your RRSP or RRIF documents or as indicated in your Will.

Proceeds of RRSPS and RRIFs contributed to United Way upon your passing qualify for a charitable receipt to offset taxes payable by your estate.

Giving appreciated securities is one of the most cost effective and tax-effective ways to make a major impact on the issues you care about most.

To include a donation of securities in your Will, you can print off and complete the fillable pdf form here or contact United Way directly on darryl.els@uwgv.ca or on (250) 220 7365.

By establishing a Charitable Remainder Trust, you can donate an income-generating asset to United Way now, and continue to receive the income from it while living. Or, with a Gift of Residual Interest, you can donate an asset of personal value now (i.e. real estate, valuable art) and continue to enjoy the use of it while living.

In both cases, you also benefit from an immediate tax receipt for the donation, and enjoy recognition and appreciation for these future gifts while living.

.

Donors may create a fund that addresses a community need or idea that they are particularly passionate about. The fund is part of our granting pool and can carry your name, or honour the name of someone you would like to be remembered, or remain anonymous.

Such a fund may be established with an outright donation, a multi-year donation, or through a legacy gift for the future. It can be utilized over an agreed-upon period, or in perpetuity if the donor requests that the fund be endowed. Donors of named funds also have an option to designate their support to one of the established priority funding areas of United Way Greater Victoria: Isolated Seniors, Families in Need, Mental Health & Addictions. For more information view our brochure

Click here to access resources for Professional Advisors

Want to speak to someone about your legacy options?

Please contact: Darryl Els, Donor Relations Officer – Individual & Planned Giving  at darryl.els@uwgv.ca or phone (250) 220-7365.