The Forever Fund

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The Forever Fund allows donors to leave a lasting legacy by contributing to an endowment fund. Gifts can be made through wills, insurance policies, or other planned giving methods, ensuring sustainable community support for years to come. This initiative empowers donors to make a meaningful impact on future generations.

For further information, please contact Chelsey Maclachlan Wormald at [email protected] or call 905.688.5050 ext 2106.

Your Giving Options

Bequests: Designate a specific gift or a portion of your estate to the United Way Endowment Fund and your estate will receive an official tax receipt.

Capital Property: Designate a specific gift of capital asset and benefit from your total donations limit being increased by 25% of the taxable capital gain on gifts donated.

Securities: Making a gift of publicly traded securities is one of the most tax-effective ways to donate because it removes the taxation of capital gains. You will receive a tax receipt for the market value of your donations. For more information, contact us at (905) 688-5050. You can also download a Gift of Securities Transfer Form

Life Insurance: Life insurance is an affordable option that allows you to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or you can make United Way a full or partial beneficiary of a policy you continue to own.

Retirement Plans: You can designate United Way as a beneficiary of your RRSPs or RRIFs, or even a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.

Naming United Way Niagara in Your Will

The most effective way to contribute to the future of communities across Niagara is through planned giving, also known as granting a legacy or making a bequest.

Clause for your will
I give to United Way Niagara, 63 Church Street, Suite LC1, St. Catharines Ontario, L2R 3C4 the sum of $ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by United Way Niagara at its discretion.

United Way Niagara Charitable Number
Charitable Registration #: BN13053 2443 RR0001

We strongly recommend you consult your lawyer if you are considering including United Way in your estate plans.