Planned Giving Letter of Intent

I intend to include United Way of Marathon County in my estate plan.

I have already included United Way of Marathon County in my estate plan and would like to share my intentions.

I will include United Way of Marathon County in my estate plan and will notify United Way when complete.

* First and Last Name:

Spouse Name (if applicable):

* Address including City, State and Zip Code

Phone Number:

E-Mail:

Type of Estate Gift:

Bequest, Will or Living Trust

Retirement Plan Beneficiary

Life Insurance Policy Beneficiary

Gift of Stock/Securities

Outright gift of cash/check

Other

Please specify:

Estimated Gift Amount (Completion of this line is optional; however, it will help United Way of Marathon County to better plan for the future)

My gift should be used to support United Way's oganizational mission.

Yes

My gift to United Way is restricted to support:

Health

Education

Financial Stability

Other

Please specify:

I would like to be recognized in the Legacy Society.

Yes

Please Recognize my estate gift as ANONYMOUS.

Recognize my name in the Legacy Society as:

Although this Letter of Intent is not a legal obligation and may be changed at my discretion, it has been made in good faith as a commitment to United Way of Marathon County.

Items marked with an asterisk(*) are required

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Customer Service Hours: Monday - Friday, 8 AM - 5 PM
help@unitedwaymc.org

United Way
of Marathon County
705 S 24th Ave, Ste 400B
Wausau, WI 54401
715-848-2927

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