Planned Giving
The Tomorrow Fund
What is planned giving and The Tomorrow Fund?
How can I help make a change?
Why United Way?
What are the benefits to planned giving?
Do I need to tell United Way that I dontaed a planned gift to The Tomorrow Fund?
Should I include my wish to leave a gift to The Tomorrow Fund in my will?
I don't have a lot of money, can I still contribute to The Tomorrow Fund?
How do I leave a gift in memory of a loved one?
How can I learn more about United Way or planned giving?
What is planned giving and The Tomorrow Fund?
We've all heard the adage, "times change, people change", or "change is enevtiable", and for the most part that is true. Babies are born, they grow up, become adults, parents and grandparents. Career paths change, even ideas and values change. However, the need to provide funding for the following will never change:
- Promoting health and preventing disease
- Guiding youths to succeed
- Making neighborhoods safe and strong
- Fostering self-sufficiency
- Supporting family stability
- Maintaining positive living for elderly and disabled people
- Sustaining an effective nonprofit infrastructure
The United Way of the Greater Dayton Area has created a way in which you can help change the course of our community and enrich the lives of many for years to come through The Tomorrow Fund.
The Tomorrow Fund is our planned giving program that provides you an opportunity to make a significant impact on the futuer of our community in a very personal, individual manner. It's your thoughtful commitment to your and your family's future, the Miami Valley, and a vision for a better tomorrow.
How can I help make a change?
Participation in The Tomorrow Fund is easy! Anyone can make a gift, regardless of the amount of the gift or asset size. Planned giving is also very flexibile with giving options that include:
- Bequest under your Will
- Securities/Retirement Savings Plan
- Charitable Trust
- Charitable Gift Annuities
- Life Insurance (new or existing policies that are no longer required for family security)
- Viatical Settlements of Insurance Policies
- Pooled Income Fund
- Endowment in Memory of a Loved One
The choice is yours to make regarding when your figt will become active, now or in the future, and whether it will be unrestricted or restricted to a specfic area of interest.
Why United Way?
United Way has served Greater Dayton, Montgomery, Greene and Preble Counties for more than 80 years and will be here to serve our community in 80 more years. No other community organization positively affects the lives of so many people in our city than United Way.
As you know, your annual campaign dollars help the community today. In this ever changing society, new sources of funding must be developed to adapt to tomorrow's needs. Please consider donating to The Tomorrow Fund and leave a lasting legacy to our community.
- We have the experience, mission and scope to make a significant difference...
- 20 years planned giving experience
- The Dayotn Foundation separately manages the endowment fund (unless otherwise designated by the donor)
- Funding will be monitored on a regular basis to ensure accountability of all funds contributed and community needs are met
- Community volunteers and area business leaders will allocate the income for maximum control and service
- Donors receive a quarterly report and newsletter
- Donor recognition in United Way's Leadership Cirlce Book and Annual Report
What are the benefits to planned giving?
Planned giving offers many potential benefits both to you and the community. By donating to The Tomorrow Fund:
- Your gift is preserved and only the income earned is used, the capital stays intact, which perpetuates your gift for generations to come
- Your donation qualifies for a current income charitable tax deduction *
- You can avoid or reduce capital gains taxes *
- You may actually increase your income (and/or that of a loved one) through a Charitable Remainder Trust, Pooled Income Fund, or other gift plans. *
- You are preserving the quality of life in our community by leaving a lasting legacy, something your family can cherish.
* Please consult with a financial planner or legal professional to provide you with more specific information pertaining to your individual financial affairs. In addition, your accountant or insurance agent may be able to assist you in this matter.
Do I need to tell United Way that I dontaed a planned gift to The Tomorrow Fund?
It is your choice, however, we would like to know in advance so that we can personally thank you for your generosity and encourage others to follow your example.
Should I include my wish to leave a gift to The Tomorrow Fund in my will?
Yes. Without a will, you lose control over your estate after death. Your estate will then be settled according to state laws and may not be as you wished.
I don't have a lot of money, can I still contribute to The Tomorrow Fund?
Yes. Regardless of your wealth, everyone can contribute to The Tomorrow Fund to help our community's future. Several ways a donor can help is leaving a percentage of their estate, property, life insurance or even a small gift to a pooled income fund that returns income to the donor.
How do I leave a gift in memory of a loved one?
Simply send cash or appreciated property identifying in whose memory or specify this in your will and inform United Way of the purpose for the gift.
How can I learn more about United Way or planned giving?
Please call Jim Becherer, Cheif Operating Officer, at (937) 225-3144.
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