Letter of Intent
I/we wish to strengthen and sustain the mission of United Way of Washtenaw County, improving lives not only today, but in perpetuity. Please enroll me/us as member(s) of the United Way of Washtenaw County Legacy circle. I/we join the Legacy circle by making the commitment below:
I/we have made a provision for United Way of Washtenaw County in my/our estate plan.
I/we formally include United Way of Washtenaw County in my/our estate plans in the next 12 months. I/we will contact you when the plans are complete.
For United Way of Washtenaw County’s record keeping purposes please describe the nature of your commitment along with the anticipated value of this gift. This information will be held in the strictest confidence.
Examples of ways to name United Way of Washtenaw County in your estate plans include:
· Specifying an outright gift to the endowment in your will using cash or securities.
· Naming United Way as a beneficiary of a life insurance policy retirement plan or IRA.
· Creating a trust in which United Way of Washtenaw County is named as a beneficiary.
· Naming United Way of Washtenaw County as a beneficiary in a gift annuity, charitable remainder trust or other planned giving tool. (deferred gift)
Nature of Commitment: Anticipated Dollar Amount
Specific amount $
Or range: Up to $9,999
$10,000-$49,999
$50,000 +
Please send a copy of the pertinent section of your gift document mentioning United Way of Washtenaw County. We will retain this in our confidential files as a record of your intent. Thank you.
Please include my/our name(s) as members of the Legacy Circle as follows:
I/we wish to remain anonymous.
This Letter of Intent is not a legal obligation and may be changed at my/our discretion.
Name 1: Birth Date:
Name 2: Birth Date:
Address: Phone:
City: State: Zip:
Signature 1: Date:
Signature 2: Date:
Please complete and return to: United Way of Washtenaw County – Planned Giving
2305 Platt Road, Ann Arbor, MI 48104, 734.971.8200 • uwgive.org