Legacy Society

Leave a Legacy That Strengthens Your Community

For a century, Heart of Indiana United Way has been sustained by people who cared enough to think beyond the present moment.

 Today’s stability exists because someone, years ago, planned ahead.

The Legacy Society celebrates individuals who choose to include Heart of Indiana United Way in their long-term plans, ensuring our mission continues for generations.
Why Consider a Legacy Gift?
Legacy giving allows you to:
   - Extend your commitment beyond your lifetime
   - Support children, families, and neighbors for decades to come
   - Reflect your personal values through lasting impact

 You do not need to be wealthy to leave a legacy. Many gifts are percentage-based and fit within existing estate plans.
Ways to Include United Way
Common options include:
   - A bequest in your will
   - Beneficiary designation on retirement accounts or life insurance, often percentage-based
   - Charitable remainder trusts
   - Percentage-based estate gifts

Your advisor can help structure a plan that aligns with your goals.
Recognition & Confidentiality
Legacy Society members are honored for their foresight and commitment. Recognition is entirely optional, and all conversations are confidential.


Start the Conversation
If you would like to explore leaving a legacy with Heart of Indiana United Way, please contact:
Kim Williams, Vice President of Resource Development and Marketing
765-608-3064 or [email protected]
Email Kim - Start a Conversation