Leave a Lasting Legacy
Please remember the Town of Palm Beach United Way in your will or estate plan—and let us know when you do, so we can THANK YOU!
When you support the Town of Palm Beach United Way with a gift to our annual campaign, you help people in need in our community throughout the current year. But did you know there’s another way to contribute that can ensure your spirit of caring continues to touch lives for years to come?
A planned gift allows you to leave a legacy of hope and opportunity for future generations in Palm Beach County. By including the Town of Palm Beach United Way in your estate plans, you can help create lasting change and ensure that your commitment to building a stronger, healthier community lives on.
There are several meaningful ways to make a planned gift to the Town of Palm Beach United Way:
Endow Your Gift
A commitment of approximately 20 times your annual contribution can endow your annual gift, ensuring that your support continues for generations to come.
Bequests Through a Will or Trust
The most popular and straightforward way to make a planned gift is through your will or trust. You can designate a specific dollar amount, percentage, residual amount, real estate, or tangible property to the Town of Palm Beach United Way. This provision can be included in a new will or trust or added as a codicil or amendment.
IRA Rollover and Pension Fund Gifts
Retirement accounts and pension funds often represent the largest portion of an individual’s estate and can be among the most tax-efficient assets to give. Donating these assets to charity avoids double taxation from income and estate taxes. The Town of Palm Beach United Way can be named as a partial or contingent beneficiary of your retirement or pension plan.
Gifts of Life Insurance
There are many ways to make a charitable gift using life insurance. With a relatively modest investment, you can create a substantial legacy while receiving tax benefits. You can name the Town of Palm Beach United Way as the sole, partial, or contingent beneficiary of a new or existing policy, or donate a fully paid-up policy by naming United Way as the owner and sole beneficiary.
Charitable Remainder Trust
A charitable remainder trust allows you to receive lifetime income—with the remaining assets benefiting charity after your lifetime or that of your designated beneficiaries. This flexible option helps you maintain or increase your income while creating a lasting impact for the Town of Palm Beach United Way.
For more information on making a future gift to the Town of Palm Beach United Way, contact Beth Walton at 561.655.1919 or bethwalton@palmbeachunitedway.org.
If you wish to include the Town of Palm Beach United Way in your plans, please use our legal name and federal tax ID as follows:
Legal Name: Town of Palm Beach United Way
Address: 44 Cocoanut Row, M-201, Palm Beach, Florida 33480
EIN Federal Tax ID Number: 59-0637885
Legacy Society
GIFTS TO THE ENDOWMENT FUND
Andree G. Anderson
Barker Welfare Foundation
Carol Barton
Mrs. Jack Bass
Frank S. Bell, Jr.
Warren Belmar
Judy Bergman
Sandra and Richard Bornstein
The Brekus Family
Reverend Pam Cahoon
Edward W. and Patricia L. Cook
Mark W. Cook
Mrs. Edward J. Danziger
Mary Dawkins
Sergio de Araujo
Robert and Merrill Debbs
Margaret C. Donnelley
Suzy Donohue and Monte Oeste
Susie Dwinell
Marjorie A. Eddy
Hidemi and Paul Fallon
Susan Faries
Max M. and Marjorie S. Fisher Foundation
Miles and Shirley Fiterman Charitable Foundation
Mr. and Mrs. Bud Gallagher
Margaret and Robert Galetta
Bruce Goodman
Abraham Gosman
Mr. and Mrs. Leonard Granoff
Peggy and Richard D. Greenfield
Mr. and Mrs. Francis Guyott
Mary Harrington
J. Ira and Nicki Harris Family Foundation
Edward L. and Ruth S. Hennessy Foundation
Helene Herzig
Mr. and Mrs. Jack Hight
Inga Hiilvirta
Mr. and Mrs. Neri J. Holzer
Mrs. Charles Jones, Jr.
Robin King
Mr. and Mrs. Sidney A. Kohl
Dr. and Mrs. Richard Lazzara
Mr. and Mrs. Norman Leventhal
Gerald H. Levy
Shirley Lockshin
Nancy and John V. Maio
Clyde and Diane McNeal
Jeri and Steven Meltzer
Alan H. and Harriet L. Miller
Bradford and Pamela Miller
Danielle Hickox Moore, Mary Alice Fortin Foundation
Steven and Kathy Mueller
Charlotte Munn
Nick T. Palmer
Mr. and Mrs. Theodore Peroulakis
Ronnie and Susan Pertnoy
Barbara Picower
Mr. and Mrs. Eugene Ribakoff
Linda Rossbach
David and Betty Scaff
Kay Segerdahl
Selma Terner Slater
Lesly S. Smith, Fortin Foundation of Florida
Mr. and Mrs. Steven E. Stern
Richard Sussman
Lisa Swift
In Loving Memory of Felicia Taylor
Mrs. Pasquale Valenti
Jim and Beth Walton
Richard Weber
Mrs. Howard A. Weiss
Lisa and Chad Wilkinson
Roger and Kimberly Yaseen
John Javits Zeeman
WILLS AND ESTATES
AB Lane
Nat Appleman
Valerie Aspinwall
Emily C. Bowman
Tish Carlo
B. Franklin Copp
Mr. and Mrs. Alan Curtis
Harriet Dorman
Elinor Drucker
Claudia Morse Evans
Cecil B. Everly
Jean Feather
Armand Hammer
Nell Hight
JE and Mildred Hollingsworth
Jean Kaskey
Margaret Kramer
Isadore Levin
Nelson Mintz
Albert Morris
Melvin B. Nessel
Harold Church Paull, Sr.
Robert O. Prior
Eleanor Rabb
Max J. Raff
Abraham J. Schuel
Betty S. Schulkind
Dr. Albert Shapiro
Irving T. Smith Trust
John Tatooles and Victor Moore
Edmund H. Taylor
Norma and Bill Tiefel
Fred P. Weissman
Babbette Wolff
