Planned Giving

Welcome to Greater Kalamazoo United Way Planned Giving




 

Thank you for your interest in continuing your giving to the Greater Kalamazoo United Way. Our hope is to serve you and your family with helpful information. You can join our long-time friends who have committed a planned gift already. Thank you for taking the time to explore the benefits of gift planning and the many ways your legacy can continue on for generations to come.

Guide to Planning Your Gifts

There are a variety of ways to plan for your family and loved ones with a will or living trust. These presentations explain how you can protect your family from accidental disinheritance. If you have further questions about creating a will or living trust, please call us.

1. Your Property
How much property do you own? Do you own enough to require a will or plan?

2. Joint Tenancy
What are the dangers of holding your property in joint tenancy?

3. Failing to Plan
Learn what will happen if you pass away without a will.

4. Why No Will?
Why do some people fail to make a will? Learn why you need to plan now.

5. Asset Distribution
Discover how assets are distributed through a will.

6. Wills 101
What is included in a will? Learn the basics of updating a will.

7. Trust Benefits
What is a trust? Learn the benefits of establishing a living trust.

8. Wills vs. Trusts
What are some differences between a will and trust?

9. Healthcare & Power of Attorney
What is a healthcare directive and power of attorney?

10. IRA Gifts
Learn why an IRA is not a good asset to give to children.

11. Planning for Children
Help children learn about money and explain ways to diversify inheritance.

12. A Right Inheritance
Learn the right timing, right amounts and property to give.

For more information or to arrange a confidential appointment, please contact Mark Crail, Senior Major Gifts Associate either by emailing resourcedevelopment@gkuw.org or by calling 269-343-2524.

Privacy Statement

Greater Kalamazoo United Way may collect e-mail addresses and other personally identifiable information about visitors to our Web site when such information is voluntarily submitted. All such information is collected and stored in a manner appropriate to the nature of the data. Greater Kalamazoo United Way does not sell or otherwise disclose this information outside the organization unless a donor explicitly requests acknowledgement for a designated gift.
 

For more information, contact:

Greater Kalamazoo United Way
709 South Westnedge Avenue
Kalamazoo, Michigan
49007-5099
269-343-2524