Make a Donation to Honor Someone
Make a donation to United Way of Charlotte County in honor of someone—to celebrate a holiday, birthday, wedding, or another special occasion—or in memory of someone. Remember a loved one through a tribute gift.
Planned Giving
Already included United Way of Charlotte County in your estate plan? Thank you! We'd love to hear from you—please let us know so we can express our gratitude and ensure your wishes are honored.
It is easy to include United Way of Charlotte County in your will or estate plans. Planned gifts can be outright contributions of stock, real estate, or even large sums of cash. On the other hand, the most common form of a deferred planned gift is a charitable bequest, a gift that can be established fairly simply. Planned gifts may support any aspect of United Way, including the annual campaign or investment in the United Way's endowment fund. Here are some of the most popular ways to do this. We would welcome the opportunity to send you additional information or meet with you to take the next steps.
Be sure to name United Way of Charlotte County (EIN: 59-1149995) when making your contribution. For more information talk to your accountant or financial advisor. Or contact Kristen Szych, Development Director at (941) 627-3539 or rd@unitedwayccfl.org.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
A bequest provision can be included in your will when you are creating it, or you can amend your existing will through the use of a codicil. This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount or asset or a percentage of the assets in your will.
- You can use FreeWill.com to create a legal will for free in about 20 minutes.
- Be sure to name United Way of Charlotte County (EIN: 59-114995) when making your contribution.
This is an excellent technique for individuals in the highest tax bracket…or those who have sold a business or received a significant bonus and could benefit from an immediate tax deduction.
- Be sure to name United Way of Charlotte County (EIN: 59-114995) when making your contribution.
Perpetuating your gift through a retirement plan is simple, flexible and tax wise. Contact the administrator of your retirement plan to designate United Way as the beneficiary of your retirement plan. They can also let you know what restrictions might apply.
The benefits of naming United Way as the beneficiary of a retirement account include:
- Avoiding potential double taxation on retirement funds gift to heirs (estate tax and income tax).
- Allowing you to continue to draw money out of your retirement account while you are living.
- Providing you with the freedom to change your mind if your situation changes.
- Giving you the satisfaction of knowing that your hard-earned retirement funds will continue to impact people’s lives in our community.
- Be sure to name United Way of Charlotte County (EIN: 59-114995) when making your contribution.
Many contributors are attracted to life insurance because it enables them to make a larger gift than they would otherwise have been able to make. Here’s how it works: you pay the premiums on a life insurance policy that will ultimately produce a sizable gift to United Way of Charlotte County. If United Way of Charlotte County is named as the owner and beneficiary, you will also receive a tax deduction for the annual premiums.
Sponsorships
Sponsoring an event or program is an essential way for organizations to demonstrate their commitment to community engagement, innovation, and shared values. Through sponsorship, a company not only gains valuable visibility and brand recognition but also helps create meaningful experiences that foster connection, learning, and growth. It’s an investment that strengthens relationships, supports important causes, and positions the sponsor as a trusted partner in driving positive impact and progress.
Employee Campaigns
Employee campaigns or workplace giving are important because they foster a culture of generosity, strengthen team engagement, and make a collective impact on the community.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES (800HELPFLA.COM) BY CALLING 800-436-7352 TOLL-FREE WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. REGISTRATION NUMBER CH226.