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United Way of Portage County

  

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United Circle of Caring

Most of us give time, talents, and money to charitable organizations during our lives because it makes a difference for someone else. We experience the joy that comes from giving to a charity that puts into action our values and priorities. Through a legacy gift, you can make a difference--now and forever. The United Way of Portage County, Inc. offers two ways to make a lasting and valuable contribution to the future of the community.

United Circle of Caring Fund

A restricted fund separate from the annual campaign in which income and principal will be used and applied to meet special needs or to fund special projects in our community as determined appropriate by approval of at least seventy-five (75%) of the Board of Directors.

United Circle of Caring Endowment

An endowment fund separate from the annual campaign where the donor's initial gift - along with similar endowment gifts by other donors - is preserved and invested, and only the income, growth and appreciation may be used and disbursed, bu approval of the Board of Directors, to match pressing community needs with donor interests.

 

 

United Way of Portage County is dedicated to finding the most efficient, personally satisfying and financially advantageous method for each donor to make his or her contribution. Your legal or financial advisor can guide you in choosing a gift that fulfills your needs, provides maximum tax benefits, and does the most good for others. Giving options include:

  • Bequests
  • Securities
  • Gifts of property
  • Life income gifts
  • Life insurance
  • Cash gifts


For more information about Planned Giving, please review the following documents.

United Way A Case For Support

United Way Gift Acceptance Policy