Do you want to leave a legacy of change?
What we leave after we are gone can have a big impact on our friends, our loved ones and the community that we cherish. United Way Simcoe Muskoka takes your legacy very seriously and ensures it drives positive impact through our planned giving options. Click the button below to see our planned giving brochure or scroll down to learn more about specific options.
Planning your legacy can have advantages for you, your family and our communities. Our planned giving specialist is here to help you with respect and consideration. If you have questions, please contact:
Susan Kulkarni
Relationship Manager | Major & Planned Giving
skulkarni@uwsimcoemuskoka.ca
705.726.2301 x2042 | m. 705.627.0660
Watch our Legacy Giving webinar
We can assist you with:
Gift of Securities
A Gift in Your Will
Gift of Life Insurance
RRSPs, RRIFs and TFSAs
Gift of Securities
A cost-effective way to turn one of your assets into immediate and significant support while eliminating costs of capital gains and amplifying the impact of your gift.
A Gift in Your Will
It is surprisingly easy to include United Way Simcoe Muskoka in your will and it allows you to retain control of your assets while making a powerful, larger gift than you might currently be able to.
Gifts of Life Insurance
An impactful alternative to cash, gifting life insurance can transform your modest payments into significant gifts. All this while reducing taxes and leaving more to loved ones.
RRSPs, RRIFs and TFSAs
Gifts of retirement fund assets helps avoid unnecessary estate taxes levied on your loved ones while converting your gift into tax-smart support for the most vulnerable in your community.
We know planning your legacy can be difficult to think about. We are here to assist you through the process with dignity and respect. We are here to help.