Thank you for considering a planned gift to United Helpers! You can help to ensure that United Helpers remains strong and can always care for your friends and family.
When you notify us that you have set up a planned gift for UH, we will honor you as a member of "United Helpers for Tomorrow," our newly-established legacy circle! It will be our great pleasure.
"Planned giving" means making a gift that involves a third party to help make it happen. For this type of giving, please work with your accountant, attorney, or certified financial planner.
Your UH gift plan designates the Society of the United Helpers as a beneficiary of your:
- will / estate
- life insurance policy
- stock sale or transfer
- charitable IRA rollover (if you are 70.5 years of age or more)
- charitable remainder trust or charitable gift annuity, which often gives you income during your lifetime
- retirement savings account, such as a 401 (k) or 403(b)
As you can see, in some forms of planned giving, your UH gift comes to fruition after your passing. Other times, your planned gift also can benefit you during your lifetime. Your financial adviser can help you with making plans that are right for you.
Also feel free to contact us with your questions as you plan, at 315-714-3123 or firstname.lastname@example.org. Please be in touch so that we may honor you as a member of "United Helpers for Tomorrow," our newly-established legacy circle! You may send your planned gift details and/or documentation at the Society of the United Helpers, 732 Ford Street, Ogdensburg NY 13669.
Above all, make your plans with your tax adviser, your financial adviser, or your attorney.