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

Make a Legacy Gift

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 philanthropyPlanned gifts such as stocks, real 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.

Leave a legacy of hope and opportunity today for a brighter future

Thoughtful planning of a legacy gift allows donors to make an impact while fulfilling their charitable goals. 

LEGACY GIFTS 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.

Leaders In Philanthropy—Network With Your Peers

Scorecard Event

Our Annual Scorecard Event brings together Orange County’s most prominent business and civic leaders, advocates, and philanthropists to learn about the progress made in education, health, housing, and financial stability through our key initiatives

Wednesday, April 9, 2025 | 11:00 A.M.

Norma Hertzog Community Center, 1845 Park Ave, Costa Mesa, CA 92627

Make A Planned Gift

We can help – Talk with Mike Olson, at 949.263.6127 or via email to learn more. Planned gifts have legal aspects, so please consult with your attorney, accountant or financial advisor about your donation plans.

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