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Home » Get Involved » Affinity Groups » Legacy Circle

LEGACY CIRCLE

Fulfill your charitable goals with thoughtful planning

The donation of a legacy gift fulfills your philanthropic wishes and costs nothing during your lifetime. Best of all, you and your loved ones benefit from present-day gift planning.

CREATE YOUR LEGACY

Many individuals and families here in Orange County give back to the community by making a legacy gift—a charitable gift made from your estate or financial planning—to Orange County United Way. It’s a great way to create a legacy and express your spirit of philanthropy. Planned gifts such as stocks, real estate and personal property, interests and assets of value can provide a variety of benefits for you:

Fulfill your charitable goals

Reduce your taxes

Increase your income

Avoid estate tax

Design a charitable gift to reflect your special interests

With thoughtful planning, you create a win-win for you and for the community, leaving a legacy of hope and opportunity today for a brighter future for many generations to come.

MAKE AN IMPACT FOR FUTURE GENERATIONS

Those unable to make a major gift to their favorite charity during their lifetimes can easily do so through their estates. Most legacy gifts are made through wills, living trusts, beneficiary designations on IRAs, 401(k)s, and other financial and investment instruments.

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Contact Us

To learn more or make a planned gift. Planned gifts have legal aspects, so please consult with your attorney, accountant, or financial advisor about your donation plans.

Mike Olson, Senior Director of Philanthropy

MikeO@UnitedWayOC.org

Elevate Your Brand’s Impact

Partner with Orange County United Way and align your business with a local nonprofit committed to creating a brighter future and transforming lives right here in our community. Together, we can bring corporate social responsibility to life.

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EIN#

33-0047994

PHONE

ADDRESS

Orange County United Way, 18012 Mitchel South, Irvine, CA 92614

Elevate Your Brand’s Impact

Partner with Orange County United Way and align your business with a local nonprofit committed to creating a brighter future and transforming lives right here in our community. Together, we can bring corporate social responsibility to life.

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