Home Ways to Give Landmark Giving
A Landmark Gift offers a powerful way to extend your values beyond your lifetime, ensuring that your passion for our community continues to create opportunities for generations to come. Through planned giving, endowed funds and strategic capital investments, you can support the causes you care about most while building a resilient community for years to come.
As United Way of Cass-Clay approaches its historic 100th anniversary in 2027, we are establishing the Legacy Society to honor visionary individuals and families protecting our community’s future.
Become a Founding Member: Anyone who documents a planned gift intention with United Way of Cass-Clay before the conclusion of our centennial celebration in 2027 will be permanently recognized as a Founding Member of the Legacy Society.
Note: Completing a Planned Gift Intention Form is not a legally binding financial contract. You retain full control of your assets and can modify your plans at any time.
Work with your financial advisor or estate planning professional to determine which flexible option aligns best with your goals.
Wills & Trusts
Name United Way of Cass-Clay as a beneficiary or a specific dollar amount, a percentage of your estate or a residual balance.
Endowed Gifts
Protect the initial principal investment while the earnings provide sustainable funding year after year. Contributions of $50,000 or more can establish a named endowment to honor your family legacy.
Donor-Advised Funds (DFAs)
Recommend a grant or incorporate your DAF succession plan into your long-term estate strategy.
Stock & Appreciated Assets
Maximize your giving footprint while minimizing capital gains taxes.
IRA Qualified Charitable Distributions (QCDs)
If you are 70.5 or older, transfer distributions directly for your IRA to lower your taxable income.
Beneficiary Designations
Add United Way as a beneficiary on life insurance policies, retirement accounts or investment funds.
To simplify your planning, United Way partners with FreeWill to provide a secure, legally valid online estate planning tool at zero cost to you. Protect your loved ones and consider leaving a legacy gift if it aligns with your heart.
Connect with us to explore how you can safeguard the causes you care about most, maximize your financial goals and create a permanent foundation of support for future generations.
Dan Klug, Major Gifts Lead
dklug@unitedwaycassclay.org
(218) 791-9579
Christie Lewandoski, Director of Resource Development
clewandoski@unitedwaycassclay.org
(701)532-4605
Sandi Piatz, President and CEO
spiatz@unitedwaycassclay.org
(701) 532-4607