Ways To Give

The easiest way to make the largest contribution ever to the United Way and it won’t cost you anything during your life time, is by leaving the United Way a contribution in your will.

When you are updating your will, please consider leaving the United Way a portion; either a percentage of your estate, an actual dollar amount, or some other asset(s) including stocks, bonds, property etc.

The United Way will receive a generous gift that will benefit the community of Sarnia-Lambton for generations to come, while your estate receives a sizable tax credit in the amount of the value of the gift.

Please call the United Way for any ideas or suggestions, but as always, we recommend you consult with your trusted financial or legal adviser.

As importantly, if you do decide to generously leave the United Way a gift in your will, please let us know so we can properly thank you.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

The United Way, and the Future Fund Foundation regularly get contributions from individuals who would like to send charitable donations in lieu of flowers or some other method of recognizing the life of somebody who has passed.

Many United Way of Sarnia-Lambton supporters prefer to make charitable donations when recognizing the loss of a loved one or someone dear to them rather than purchase flowers. Annually, the United Way receives a number of Memorial Donations.

Most Sarnia and Lambton County Funeral Homes have online options for individuals who wish to remember a loved one with a charitable donation, and other Funeral Homes also have Memorial Cards.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

More and more donors are discovering the tax advantages of donating appreciated equities such as Stocks, Bonds, and Mutual Funds.. These donations can be made to either the United Way, or the Future Fund Foundation directly.

The United Way receives thousands of dollars each year in the form of Stocks, Bonds, Mutual funds, and other appreciated equities. Many donors donate the equities to receive a charitable donation receipt that can be used for tax credit purposes in the full amount of the equities in the current year, while others will donate shares or other equities in their will which not only provide your estate with a tax credit upon death saving your heirs potentially thousands of dollars in tax payments, but also eliminates the need for your executor to spend time to research the original cost to calculate the capital gains, since donors and estate donors of stocks avoid all capital gains.

To donate stocks today, and receive your receipt in a week or two for the full market value of the stocks/mutual funds, please download the form below and fax the completed form to your broker, (and send a copy to the United Way, or notify us in some other way so we know who to receipt), OR, please feel free to stop by our office at 1362 Lambton Mall Road, Sarnia and we will fax the form for you while you wait and give you a copy for your files. If you have any questions, please call us. We also suggest you consider contacting your trusted financial advisor.

Cash Contributions will always be accepted by the United Way, and the Sarnia Lambton Future Fund Foundation.

Cash contributions are almost always directed to our annual fall campaign, but there are some unusual circumstances that we may elect to invest a cash contribution into the Future Fund to support future programs and services for generations to come.

Specifically, you may choose to direct your contribution directly to the Future Fund. Just let us know.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

Donating Life Insurance policies in a method of donating to the United Way that is growing in popularity and can provide a number of tax savings opportunities to each suit a specific need.

There are a number of ways an individual can support the United Way with the use of either an existing or new life insurance plan; each with their own unique tax advantages. For example, a new or pre-existing life insurance policy can be set up where by the monthly premiums are eligible to receive a charitable gift receipt for tax purposes every year the premiums are paid, OR, can be set up so that upon death your estate receives a charitable gift receipt for the full value of death benefit saving your estate and heirs potentially thousands of dollars or more in taxes due. We would be pleased to work with your trusted financial advisor or insurance broker for the best tax solution for you.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

Donating Real Estate, or property including classic cars, art, or other items is growing in popularity and depending on how the donation is set up, and provide some very effective tax savings to suit individual needs.

It is not unusual for United Way supporters to donate their home, a cottage, other property, vehicle, art or asset to the United Way. There are a number of scenarios that can be a tax advantage for the donor, and, can benefit the United Way in a huge way.

The United Way can be called upon for ideas, but as always, and especially in this case, we recommend you consult with your legal and/or financial advisor to recommend a plan the best makes sense for you and your estate.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

Community citizens are finding creative ways all the time to donate various assets and materials to charities like the United Way and the Sarnia-Lambton Future Fund Foundation.

There is no limit as to the ways and methods to support the United Way while taking advantage of current Canada Revenue Agency tax legislation that will result in program and service funding in our community for generations. The United Way is happy to discuss any ideas that you may have and certainly recommends you consult with your legal and/or financial advisor before any decisions are made. We would be happy to meet with you and your trusted professional to find a method that best suits your needs, wants and desires.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

Charitable Trusts can be complicated and is best to involved your personal, trusted Financial Professional.

Charitable trusts and charitable annuities can be a terrific method of supporting the United Way, and, like all other forms of the gifts, would be very much appreciated by the United Way.

Sometimes Charity Trusts and Annuities can be complicated in nature for those of us who don’t deal with them on a regular basis and as a result, we very strongly suggest you talk to your trusted financial and/or legal advisor. The United Way would be happy to participate in those meetings if you choose.

Donations made through this method, to either the United Way of Sarnia-Lambton, OR the Sarnia Lambton Future Fund Foundation directly, will be invested with the Foundation, providing annual, ongoing revenue directly to the United Way for future generations. What a way to leave a lasting legacy!

CAGP, more formally known as the Canadian Association of Gift Planners is made up of Canadian charities committed to educating Canadians, and other Canadian Registered Charities in good standing with Canada Revenue Agency on Planned Giving in Canada and all the ways Charities can accept and promote planned gifts, and other estate planing donations.  Financial professionals including Financial Advisors, Lawyers, and others are also invited to join CAGP.

Many people want to support a charity in their will, but may not know exactly how, and, aren’t always aware that they can leave money to family and loved ones, and a charity at the same time resulting in some very unique tax savings for your beneficiaries.

The Sarnia Lambton Future Fund Foundation, through its partner agency, the United Way of Sarnia-Lambton, is a member of CAGP.

To learn more about CAGP, please visit www.cagp-acpdp.org/