1924 Society

Planned and Estate Giving

Bequests and Beneficiary Designations

In as little as one sentence, you can complete your legacy gift by adding a provision to your will or trust. This type of deferred donation to our United Way helps ensure that we continue our mission for many years to come while providing the flexibility to change your will in the event that life circumstances change.

Another popular and flexible way to structure a planned gift is with a beneficiary designation by using:

  • IRAs and retirement plans;
  • Life insurance policies; and,
  • Commercial annuities.

It only takes three simple steps to make this type of gift. Here’s how to name our United Way a beneficiary:

  1. Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
  2. Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
  3. Return the completed form to your plan administrator, insurance company, bank or financial institution.

Other ways to make a planned gift:

  • Income gifts (such as Charitable Gift Annuities or Charitable Remainder Trusts);
  • Donor Advised Funds; and,
  • Real Estate.

Next Steps

Contact Clayton Jason at 860.493.1106 or cjason@unitedwayinc.org  for additional information on bequests, beneficiary designations or to chat more about the different options for including our United Way in your estate plan.
If you include our United Way in your plans, please use our legal name and federal tax ID number:
Legal Name: United Way of Central and Northeastern Connecticut
Address: 30 Laurel Street Hartford, CT 06106
Federal Tax ID Number: 06-0646653
Seek the advice of your financial or legal advisor.

Members of the 1924 Legacy Society

United Way is deeply grateful to its 1924 Legacy Society members, and we appreciate their commitment to our region:

  • Estate of Adrienne Allen
  • Margot and Lee Allison †
  • Frederick K. Bailey †
  • Henry T.J. Becker †
  • Harold C. Buckingham, Jr. †
  • Howard and Sue Carver
  • Dr. Ann M. Curran †
  • Ray † and Ronnie Deck
  • Janice E. DeDominicis
  • Susan B. and Ned Dunn, Jr.
  • Estate of Isidore S. Geetter, M.D. †
  • Paula S. Gilberto

† Deceased

  • Estate of Elizabeth and Virginia Hicks †
  • Jane M. Hilbie †
  • Estate of Richard and Marie McCabe †
  • Patrick Michael McNeely
  • Claire and Millard † Pryor
  • Libby M. Richardson
  • Lew and Amy † Robinson
  • Lisa Ann Robinson
  • Mr. and Mrs. Peter Russell †
  • The Wellman Family Fund
  • Don † and Jean Wilson
  • Henry M. Zachs
  • Two contributors who wish to remain anonymous.

You can perpetuate your commitment to ensuring opportunities are available for everyone in our region to succeed through a planned gift to United Way.
There are many ways to contribute, whether through your will, a gift of stock, a retirement plan or a life insurance policy.
By committing a gift to United Way in your estate plans, you will enjoy membership in United Way’s prestigious 1924 Legacy Society today and your legacy will live on for generations to come.