The Tomorrow Fund
Sharing the Vision
The United Way of the Greater Dayton Area has a long and successful history of leadership in improving our community through health and human services. We have built an impressive track record of bringing people together to meet the most pressing challenges our community has faced. Through the annual campaign, the
promotion of volunteerism, and collaboration efforts, our local United Way has provided an efficient and effective way to support the less fortunate in our community.
United Way has established an endowment fund to sustain our mission in the future. The United Way Tomorrow Fund is a special fund, separate from the annual campaign, that will provide additional support for creating solutions for local needs today and in years to come. With your support, United Way will be positioned strongly to confront the problems of the future in Montgomery, Greene and Preble counties.
Where Does the Money Go?
A gift to the United Way Tomorrow Fund can respond to a range of future community needs or can reflect a donor's special interests. Through unrestricted gifts, United Way will be able to support programs to meet future health and social service needs, needs we may not be able to envision today. All gifts to the endowment will be invested and only a portion of the income will be spent, ensuring that the gift will grow in perpetuity. The income will be invested in our community, assuring that it will always help where it is needed most.
The United Way will work closely with you and your advisors to ensure that your gift has the maximum impact in the community and fulfills your desire to leave a legacy in our community.
How Can I Become a Member of the Tomorrow Fund?
| " |
Outright Gifts
Give an outright gift to the Tomorrow Fund. Gifts of appreciated securities and real estate are two options that may provide tax savings for you and sizeable gifts to United Way. |
| " |
Bequests through Will
Leave a specified dollar amount, property, a percentage, or the residual of an estate to United Way. This provision can be part of a new will or added to your existing will as a codicil. |
| " |
Assets as Charitable Gift
These can include, but aren't limited to: stocks, bonds, CDs, real estate, vehicles, art, and jewelry. |
| " |
Charitable Remainder Trusts
Place assets in a trust and the earnings are paid as income to you and your beneficiaries. Upon the death of the last beneficiary, the principal goes to United Way. |
| " |
Charitable Lead Trusts
Place assets in a trust for a specified period of time. Earnings go to United Way during the life of the trust. The principal goes to your beneficiaries when the trust terminates. |
| " |
Life Insurance
Name United Way as the beneficiary of an existing policy, or donate a paid-up policy that you already own and name United Way as the owner and beneficiary. |
| " |
Retirement/Pension Plans
Name United Way as the beneficiary of a portion of your retirement plans and/or pension plans. |
 |
|
Frequently Asked Questions About Planned Giving
| " |
Why do I need will?
Without a will, your loved ones could lose control over your belongings after death. Your property and finances are settled according to state laws, not necessarily your wishes. Wills are for everyone, not just those who are wealthy. |
| " |
I'm not a weatlhy person with an estate; can I leave a gift?
An estate is any property, money, or personal belongings that you have at the time of your death. Even an individual with a small estate can arrange to leave a charitable gift. |
| " |
How do I leave a gift to United Way?
A lawyer, accountant, financial planner, or insurance agent can help you get started. If you don't have a professional advisor, we can refer you to an appropriate advisor. |
| " |
Should I tell United Way I have left a gift?
Advance notice allows United Way to recognize your generosity and tell you about specific opportunities for giving, but it is your decision whether you want to notify United Way of your gift. |
| " |
When should I contact United Way about leaving a gift?
Ideally, this should be done before you have written your will to ensure you have our full legal name, and have explored the different ways you can specify the purpose of your gift |
|
|
|
