Bequests & Poinsett Society
Looking for a way to make a significant gift and leave a lasting impact in Greenville County? A bequest through a will or trust is one of the most popular and flexible ways to create your philanthropic legacy.
Why Make a Bequest?
- You leave a lasting legacy in our community to be remembered
- You can decrease the tax burden on your family
- You may receive estate tax savings
There are a number of ways you can make a Bequest to United Way of Greenville County:
- Specific Bequest: A specific bequest involves making a gift of a specific asset such as real estate, a car, or a gift for a specific dollar amount upon your death. For example, you may wish to leave a gift of $10,000 to United Way of Greenville County.
- Percentage Bequest: Another kind of bequest involves leaving a specific percentage of your overall estate. For example, you may wish to leave 10% of your estate to United Way of Greenville County.
- Residual Bequest: A common bequest involves leaving a percentage of the residue (or remainder) of the estate to a charity. For example, you may wish to leave 10% of the residue of your estate to United Way of Greenville County.
How Do I Make a Bequest?
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to United Way of Greenville County as part of your estate plan.
Download and complete our Bequest Intention form and return it to United Way of Greenville County.
To discuss the opportunities available to you or to request more information, please complete the form on this page.
Recommended Bequest Language
If you are considering making a Bequest to United Way of Greenville County, we recommend the following language:
Bequest of a Specific Dollar Amount:
I hereby give, devise and bequeath $________ and No/100 dollars to United Way of Greenville County, a nonprofit organization located at 105 Edinburgh Ct, Greenville, SC 29607, Federal Tax ID #57-0362066, to be used for the following purpose(s): ______________________________________.
Bequest of Specific Personal Property:
I hereby give, devise and bequeath _______________________________ (DESCRIPTION OF PROPERTY) to United Way of Greenville County, a nonprofit organization located at 105 Edinburgh Ct, Greenville, SC 29607, Federal Tax ID #57-0362066, to be used for the following purpose(s):_________.
Percentage Bequest:
I hereby give, devise and bequeath ____% of my total estate, determined at the date of my death, to United Way of Greenville County, a nonprofit organization located at 105 Edinburgh Ct, Greenville, SC 29607, Federal Tax ID #57-0362066, to be used for the following purpose(s):________________.
Residual Bequest:
I hereby give, devise and bequeath ____% of the risidual of my estate to United Way of Greenville County, a nonprofit organization located at 105 Edinburgh Ct, Greenville, SC 29607, Federal Tax ID #57-0362066, to be used for the following purpose(s):__________________________.
Contingent Bequest:
If my primary beneficiaries (spouse/children) do not survive me, then I hereby give, devise and bequeath _____% of my total estate determined at the date of my death to United Way of Greenville County, a nonprofit organization located at 105 Edinburgh Ct, Greenville, SC 29607, Federal Tax ID #57-0362066, to be used for the following purpose(s)________________.
United Way Poinsett Society
Donors who choose to include United Way in their wills or other estate plans are honored and recognized as members of United Way’s Poinsett Society. United Way offers a number of giving options that enable you to structure a gift according to your specific needs and interests. Whether it is a cash contribution, a bequest by will, a life insurance policy, a retirement plan, a charitable trust, or a gift through appreciated securities and real estate, Poinsett Society members take advantage of a special opportunity to shape the future of our community. Poinsett Society donors committing $25,000 or more are recognized on the Palmetto Society Fountain, located at the corner of Court St. and Main St. in downtown Greenville.
Member Endorsements
We decided many years ago to bequest a gift to United Way of Greenville County because of our commitment to this organization and a firm belief in its continued ability to serve in a leadership capacity in our community and strengthen our non-profit capabilities and resources. While the dynamics of the non-profit ecosystem have changed considerably since the time of our decision, our confidence has been reaffirmed in recent years by United Way’s initiatives in education and development of its OnTrack program. Looking ahead, we will continue to support United Way’s efforts to strengthen nonprofit capabilities that drive both improved economic mobility and measurable progress in diversity, equity and inclusion in our community.
Karen & Jim Akerhielm
When we made our life insurance gift in 2013, the process provided us with an easy way to invest in the United Way Endowment that could help insure the future for our community. There are many reasons why, but, primarily, we see the wonderful work that United Way does and their ability to leverage our dollars with their dollars and spend them with strategic intent. We cannot begin to do the same level of due diligence that United Way’s staff and volunteers do to help determine need and evaluate progress. As United Way prepares for their 100th anniversary in 2022, the legacy of those who helped get it started remains alive and well. We plan to be part of their work in this next century and hope that you will be part of it, too.
Katie & Clark Gallivan
One of the things that makes Greenville a great place to live is the continuous commitment of its leaders to give back to the community. Through my 20-plus years of working with United Way, I have seen first-hand the passion of the organization as it works with community volunteers to help those in need. My family has always supported United Way and we saw the planned giving opportunity as a way to continue our support into future generations.
Todd Hardaway