Your Legacy Can Strengthen Our Community for Generations
Creating a will is one of the most important ways to care for the people you love and plan for the future. It also gives you the opportunity to make a lasting difference in the community you call home.
United Way of the Blue Mountains has partnered with FreeWill to provide a simple, intuitive way to create or update your will—at no cost to you.
In about 20 minutes, you can protect the people and pets who depend on you, clearly communicate your wishes, and create a legacy that reflects what matters most to you.
Leave a Legacy of Local Impact
After providing for your loved ones, you may choose to include a gift to United Way of the Blue Mountains in your estate plan.
A gift of any size can create opportunities for young people, improve health and well-being, strengthen financial security, and help communities across the Blue Mountain region become more resilient.
Your generosity today can continue improving lives for generations to come.
Ways to Include United Way in Your Legacy
A charitable gift through your will or estate plan can be both simple and flexible. With guidance from an attorney or professional advisor, you can choose the option that best reflects your wishes.
You may:
- Leave a specific dollar amount or asset
- Designate a percentage of your estate
- Give all or a portion of the remaining balance of your estate
- Name United Way of the Blue Mountains as a beneficiary of an eligible retirement account, financial account, life insurance policy, or other asset
You remain in control of your assets during your lifetime and can update your plans if your circumstances change.
Create or Update Your Will for Free
FreeWill guides you through the process one step at a time:
- Visit FreeWill.com/UnitedWay and answer a series of guided questions.
- Create your personalized will. If you would like to leave a charitable gift, select United Way of the Blue Mountains when prompted.
- Download and print your documents, then follow the included instructions to sign and finalize your will.
FreeWill is available at no cost whether or not you choose to include a gift to United Way. You can also return and make changes for free whenever your life or wishes change.
If your estate or family circumstances are complex, FreeWill can help you organize your plans before meeting with a qualified estate-planning attorney.
Take a simple step today that can make a difference for generations.
Have Questions About Leaving a Legacy?
We would be honored to help you explore ways to support United Way of the Blue Mountains through your will or estate plan. Please contact us to begin a confidential, no-obligation conversation.
Another Tax-Smart Way to Give
Make a Gift From Your IRA
If you are age 70½ or older, you may be eligible to make a Qualified Charitable Distribution, or QCD, directly from an eligible IRA to United Way of the Blue Mountains.
A QCD may be excluded from your taxable income and, if you are required to take a Required Minimum Distribution, may count toward that annual requirement. This can make it a meaningful and tax-efficient way to support people and communities across the Blue Mountain region.
This information is provided for general educational purposes and is not intended as legal, financial, or tax advice. Please consult your attorney, financial advisor, or tax professional about your individual circumstances.