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LEGACY CIRCLE MY/OUR LEGACY I/We, ___ wish to be part of our regions future with a Legacy gift to United Way Greater Victoria to help improve the lives of our neighbors who need it most and make Greater
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01
Determine your charitable goals and objectives.
02
Choose the type of planned giving method that best suits your goals (such as a bequest in your will, gift of life insurance, or charitable trust).
03
Consult with a financial advisor or estate planning attorney to ensure your planned giving strategy aligns with your overall financial plan.
04
Communicate your intentions with the intended charity or beneficiaries to ensure your wishes are understood and can be carried out effectively.
05
Review and update your planned giving strategy periodically to account for any changes in your financial situation or charitable objectives.

Who needs planned givinga lasting legacy?

01
Individuals who wish to leave a lasting legacy and support charitable causes that are important to them.
02
Those who want to make a significant impact on their community or society as a whole through their philanthropic efforts.
03
People who want to ensure their assets are used in accordance with their values and goals even after they are gone.
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Planned giving is a way for individuals to leave a lasting legacy by making a donation to a charitable organization through their estate plans.
Individuals who wish to include a charitable donation in their estate plans are required to file planned giving to ensure their wishes are carried out.
Planned giving can be filled out with the assistance of an estate planning attorney or financial advisor to ensure the donation is properly documented.
The purpose of planned giving is to support charitable organizations and causes that are important to the individual, leaving a lasting impact on the community.
Information such as the name of the charity, the amount of the donation, and any specific instructions for how the donation should be used must be reported on planned giving forms.
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