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Your Planned Gift Will Strengthen UHHelping hands make an incredible difference!


Answers and quick links for your frequent questions about planned gifts at the end of 2020. These gift types might be on your mind right now:

  • stock sale or transfer
  • charitable IRA rollover (if you are 70.5 or more as of 12/31/19, or if you are 72 or more now)
  • will / estate
    • language for your will should read: "I give, devise and bequeath my said residuary estate to the SOCIETY OF THE UNITED HELPERS, located at 732 Ford Street, Ogdensburg, New York 13669, for its general purposes, absolutely and without restriction."

Also, just for you ... Find quick first steps about planned giving from our webinar called “Later, For Sure”: Planning your future gift to United Helpers. Think about gifts that you can plan right now, that will actually happen laterSome planned gifts will give you income! Your heart may have something special in mind for UH, and with planned giving, you can make it happen. The link takes you to a quick registration in order to view the video.


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In 2020, is your heart leading you to do something heroic and lasting for UH? The pandemic crisis may have crystallized your vision of what you value most. Your personal story and personal passions may be telling you that now is your time to plan that incredible impact, that special gift.

 

"Planned giving" means making a gift that involves a third party to help make your gift, and it's usually a major gift of $25,000 or more. To do so, please work with your accountant, attorney, or certified financial planner. Thank you so very much from all of us at UH for the commitment that is evident in this type of gift.

 

When you notify us that you have set up a planned gift for UH, we will honor you as a member of "United Helpers for Tomorrow," our newly-established legacy circle! It will be our great pleasure.

 

Your UH gift plan designates the Society of the United Helpers as a beneficiary of your:

  • will / estate
    • language for your will should read: "I give, devise and bequeath my said residuary estate to the SOCIETY OF THE UNITED HELPERS, located at 732 Ford Street, Ogdensburg, New York 13669, for its general purposes, absolutely and without restriction."
  • life insurance policy
  • stock sale or transfer
  • charitable IRA rollover (if you are 70.5 or more as of 12/31/19, or if you are 72 or more now)
  • charitable remainder trust or charitable gift annuity, which often gives you income during your lifetime
  • retirement savings account, such as a 401 (k) or 403(b)

As you can see, in some forms of planned giving, your UH gift comes to fruiA Certified Nursing Aide smiles with her client as she wheels him in a wheelchairtion after your passing. Other times, your planned gift also can benefit you during your lifetime. Your financial adviser can help you with making plans that are right for you.

Also feel free to contact us with your questions as you plan, at 315-714-3123 or giving@unitedhelpers.org. Please be in touch so that we may honor you as a member of "United Helpers for Tomorrow," our newly-established legacy circle! You may send your planned gift details and/or documentation at the Society of the United Helpers, 732 Ford Street, Ogdensburg NY 13669.

Also, earlier in the year, UH hosted another compelling webinar called “You Mean I Can Be a Hero, Too? Surprising Giving Possibilities Inspired by a Pandemic”—featuring speaker and donor Chris Acker, Jr., CLU, ChFCTo learn about why and how you might to consider giving to UH in part because of provisions in the CARES Act, please watch and let us know if you have questions

Above all, make your plans with your tax adviser, your financial adviser, or your attorney.

(If you wish to give online right now, please visit Make Your Gift Now. Thank you!)
Return to main Giving page
Last reviewed: Nov 23 2020

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Form indicating your intentions to make a gift to UH. For a copy, please email giving@unitedhelpers.org.