Legacy Society

An annual donation to United Way demonstrates your commitment to making our community a better place today. But what about the future? How can you have a lasting impact?

By joining our Legacy Society, you help ensure that our youngest children are nurtured, our families are strengthened, and our neighbors in crisis receive the help they need not only today, but for generations to come.

United Way's Legacy Society was created to honor and recognize caring people who have made an outright or deferred gift to our endowment. You can become a member of the Legacy Society by making:

  • A bequest in your will
  • A gift of life insurance
  • A gift of trust or charitable gift annuity
  • A gift from your retirement plan
  • A gift of cash, securities, real estate, or other personal assets

Our Legacy Society endowment is overseen by a separate board of directors and is invested by the highly respected and trusted Foundation For The Carolinas, our partners in philanthropy.

Fighting for Our Community's Future

By joining our Legacy Society, you shape the future of our community. Your gift to our endowment helps:

  • Invest in focused, strategic community collaborations that address high-priority human service issues identified by needs assessment research
  • Provide a sustained funding reserve available to offset reduced giving and a drastic increase in needs during a major economic downturn or natural disaster
  • Support United Way operating costs so more annual campaign funds go directly to investing in solutions for community needs
  • Perpetuate your annual gift

With thoughtful planning, a properly structured gift may:

  • Provide an income for life
  • Reduce/eliminate capital gains taxes
  • Generate a current income tax deduction
  • Reduce/eliminate gift and estate taxes

One easy, cost-effective way to become a Legacy Society member is through a United Way Life policy; those who choose a policy of $250,000 or more are elevated to the Tocqueville Legacy Circle, a society recognized by United Way internationally.

We're here to help. To learn more about our Legacy Society, United Way Life, or other ways to leave a lasting gift, please contact Todd Leahy at This email address is being protected from spambots. You need JavaScript enabled to view it. or 704.371.7154.

legacy trees 2"The true meaning of life is to plant trees under whose shade you do not expect to sit." -Nelson Henderson

About United Way of Central Carolinas

United Way fights for the health, education, and financial stability of every person in every community.

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Charlotte, NC 28202

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