Declaration of Intent Form

    Step 1 - Declaration of Intent (For Future Gifts)

    The United Way of Indian River County has played a critical role in providing solutions to our area’s most pressing health and human service issues for more than 50 years. To ensure the continued work of United Way, I/We wish to join the United Way Foundation Legacy Society by making a commitment of:

    I/We have made a provision for the United Way Foundation of Indian River County in my/our will or estate plan.

    Bequest in will or trustLife InsuranceCharitable Lead TrustRetirement PlanCharitable Remainder TrustRetained Life EstateOther

    I/We intend to make a provision for the United Way Foundation of Indian River County in my/our will or estate plan and will contact you when my/our plans are complete.

    I/We would like more information on Charitable Gift Annuities and/or making a deferred commitment to the United Way Foundation of Indian River County.

    Step 2 - Recognition

    Please let us know how you prefer we acknowledge your thoughtful gift as members of the
    Legacy Society. Thank you for your support of the United Way Foundation!

    I/We would like to be recognized as follows.

    Name(s) as you prefer to be listed in print

    I/We would like to honor the following person with my/our gift.

    Name(s) as you prefer to be listed in print

    I/We wish to remain anonymous.

    Step 3 - Your Intentions and Funds Within the Endowment

    My/Our legacy gift should be added to the Unrestricted Fund and used to support United Way funded partner programming and other community needs as determined by United Way including emergency/crisis and special project grants and disaster relief/recovery.

    My/Our legacy gift is at least 20 times my annual gift of $1,000 or more. My/Our gift should be added to the Restricted Fund to perpetuate my annual gift as a member of the Leadership Legacy Circle or Tocqueville Legacy Circle and will only be used to support United Way funded partner programming.

    Step 4 - Personal Information