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The Legacy Society is designed for caring individuals
and families who wish to support Trident United
Way’s mission and who wish to leave an impacting
gift to their community. With a planned gift through
the Endowment Fund, you can sustain your caring
beyond your lifetime and make a larger gift than
you thought was possible. Your support will be
invested to make a real difference in people’s
lives.
Trident
United Way will work with you and your attorney
to ensure that your gift maximizes its potential
not just for the community, but also for you and
your family.
There
are many ways to leave a legacy:
- Outright
gifts — These include gifts of appreciated securities
and real estate.
-
Bequests — Naming Trident United Way may be
in the form of a dollar amount, property, a
percentage or the residual of an estate.
-
Charitable Remainder Trusts — The earnings on
trust assets are paid as income to you until
your last beneficiary dies. Then the principal
goes to Trident United Way.
-
Charitable Lead Trusts — Trust earnings go to
Trident United Way during the life of the trust
and then principal goes to your beneficiaries.
-
Life Insurance — Name Trident United Way as
a beneficiary or donate a paid-up policy to
United Way.
-
Retirement Plans — Name Trident United Way as
a beneficiary of your retirement plans.
For
more information about leaving a legacy, contact
Kenton Morrison, Vice President of Major Gifts
and Planned Giving, at Trident United Way at 740-9000
ext. 240 or kmorrison@tuw.org.
2008
LEGACY SOCIETY MEMBERS
Col.
Terrance and Elizabeth L. Brown
Erica Campenella Estate
Belk and Lois Daughtridge
Mr.* and Mrs. Leonard C. Fulghum Jr.
Frank and Loraine Hanckel
Tom and Bonnie Hood
Christopher and Beth Kerrigan
Mr. and Mrs. Hugh C. Lane Jr.
Mr.* and Mrs. Hugh C. Lane Sr.
Theodore T. Mappus Jr.
Sis and Hal Marshall
Elizabeth E. Pennewill
Thompson and Gretchen Penney
Robert E. Philbeck IV
Kathleen B. Slaten
Hannah and John Stewart
Col. William W. Thomas
Jerry* and Anita Zucker
Four
members wish to remain anonymous
*deceased
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