Giving Levels
- Benefactor$25,000+
- Platinum$10,000 - $24,999
- Gold$5,000 - $9,999
- Silver$2,500 - $4,999
- Bronze$1,200 - $2,499
- Friend$500 - $1,199
- Everyday Hero$365 - $499
Leadership Giving
Do you want to support your community and foster positive change? Are you a progressive, community minded individual that has the capacity to invest $1,200 or more annually? United Way Waterloo Region Communities is proudly supported by over 900 leadership donors each year. When you give a Leadership gift, you are making a personal investment that reflects your desire and commitment to helping others in need. Leadership giving enables us to develop sustainable, long-term strategies to address the most pressing issues affecting local residents. We encourage you to take action by joining a growing collective of donors committed to investing in and supporting our community.
Planned Giving
Planned giving can mean leaving a legacy for the future of the United Way Waterloo Region Communities. It provides individuals with a special opportunity to demonstrate leadership – with an investment to support our community.
A planned gift helps you:
- Achieve your philanthropic goal of providing support for United Way
- Meet your personal and financial objectives
- Lower income and estate taxes
Types of Planned Gifts include:
The following information is provided as general information and should not be taken as formal legal or tax advice. Donors should consult with their own legal and financial advisors before taking any action.
Bequests and Estate Residuals
When making or revising your will, consider how a bequest can provide a lasting legacy of your support for United Way and the community at large.
RRSPs / RRIFs
By designating United Way Waterloo Region Communities as a beneficiary of RRSPs and RRIFs, the asset is transferred to United Way, and the estate receives a tax credit to offset the tax on income. Since the asset passes outside the estate, no probate fees are payable, which results in further savings to the estate.
Life Insurance
Life insurance is an economical way to give a larger and more lasting gift to United Way Waterloo Region Communities than might otherwise be possible without drawing on your assets now or depleting your estate. If structured correctly, your gift will not be included in the value of your estate and therefore, you will avoid probate fees.
Securities
There is a real advantage to making a bequest of shares to United Way Waterloo Region Communities. Your estate receives a charitable tax receipt for the fair market value of the shares (at the time they are received) and your estate is not required to declare any resulting capital gains on income.
Charitable Gift Annuities
A gift annuity combines your gift to United Way Waterloo Region Communities with an annuity. United Way purchases the annuity on your behalf through a licensed life insurance company. Your guaranteed annuity payments continue throughout your lifetime, unaffected by changes in the economy or interest rates. The annuity can be written to cover both you and your spouse for life, or for a specific number of years.
Charitable Remainder Trusts
A charitable remainder trust is a deferred giving arrangement under which you may transfer property (cash, securities, or real estate) to a trustee.
Gifts-in-Kind
Gifts-in-kind are tangible property including works of art, books, real estate, equipment, vehicles, collections — virtually any physical object in your possession. Donation receipts are issued for the fair market value and may significantly reduce your taxes.
Gifts of Stock or Securities
For more information about donating gifts of stock or securities please contact Financial Services.