A bequest is a loving way to provide for United Way of Hudson County’s future, and to help the next generation, by making a gift in your will. In addition to leaving a lasting legacy for you, bequests offer tax advantages.
Here are some options to consider:
- Cash bequest: Designate a specific dollar amount or percentage of assets for United Way of Hudson County in your will.
- Property bequest: Donate the proceeds of sold property, including securities or real estate, to United Way of Hudson County.
- Estate bequest: Direct whatever is remaining from your estate to United Way of Hudson County once all else has been paid off and satisfied.
- Retirement bequest: List United Way of Hudson County as the beneficiary of your retirement plan, including IRAs, tax-sheltered annuities, qualified pension, or profit-sharing plan.
- Insurance policies: List United Way of Hudson County as the beneficiary of your life insurance policy.
- Contingent bequest: List United Way of Hudson County as the beneficiary only in the event of the death of all other beneficiaries.
To make a charitable bequest to United Way of Hudson County in your will, please contact UWHC for our tax ID and make use of the following language: "I give and bequeath the sum of $___________ (or ____% of my estate) to United Way of Hudson County, to be used in support of its general charitable purposes."
Once you have completed arrangements with your lawyer or financial planner, you may choose to send a copy of the section of your will or trust document that details your charitable plans. You can also request to be listed as a member of Legacy Society, serving as an inspiration for others to support United Way of Hudson County.
Consult your attorney or financial planner to learn how to set up a bequest.