Planned Giving

Leave a Legacy That Will Last Forever

“I’ve been giving to United Way of the Dutchess-Orange Region for almost 20 years. I added them to my will so that my legacy will be remembered...and this way, I'm able to have a positive impact on my community, even after I’m gone.” 

Remember United Way of the Dutchess-Orange Region in your will or estate plan.

Click here to download brochure.

Leaving a Legacy

Charity is not limited to your lifetime. By making a planned gift, you will be among a special group of donors who will continue to support future generations. Your legacy gift will ensure that your impact on our region will continue. In addition, your example will inspire others to do likewise.

Making A Gift

There are many simple ways to give. Here are some options:

  • Bequests
  • Gift of Cash or Check
  • Appreciated Stock
  • Current Will or Trust
  • Life Insurance
  • IRA Rollover
  • Retirement Plan
  • Asset Donation

Your gift to United Way of the Dutchess-Orange Region will help make a lasting impact in our area to allow us to help continue to fight for the health, education and financial stability of every person in our community.

Give From Your IRA

Create a Will

Donate Appreciated Stocks

If you are 70 ½ or older, you’re eligible to create a tax-free gift from your IRA to support United Way of the Dutchess-Orange Region. This is called a Qualified Charitable Distribution (QCD). United Way has free, online tool to help show you how to use funds you are required by law to withdraw from your IRA.

United Way has partnered with FreeWill to provide our community with a free online tool to create a legal will. It’s an easy, free, and virtual way to complete your will, while at the same time creating a lasting philanthropic legacy.

Making a gift of appreciated securities can be a great tax efficient way to support United Way of the Dutchess-Orange Region. Donating stock supports our impact programs while at the same time helping you reduce or eliminate capital gains tax.

For more information about United Way of the Dutchess-Orange Region's Planned Giving Program, please contact:

Jeannie Montano
President & CEO
jmontano@uwdor.org
845-471-1900 ext 3101

Remember the United Way ofthe Duthcess-Orange Regionin your will or estate plan

Annual Sponsors