No one should overlook the importance of making a will
A carefully drafted will ensures the financial security and well-being of your loved ones. It is a planning tool you can use to determine which people and organizations will benefit from your estate, who will handle distribution, and who is to be guardian and trustee for those you love.
Without a will, the government distributes your estate according to a legal formula. Taxes and administration costs can reduce the value of your estate, and the settlement may not reflect your wishes or the needs of your family and friends.
In drafting or revising your will, the needs of your family should be your primary responsibility. However, there may also be an amount that can be allocated from your estate for charitable purposes and allow you to perpetuate a lifetime of giving.
Unless otherwise directed by a donor, United Way Simcoe Muskoka places the largest portion of gifts received by bequest in its endowment fund — The Forever Fund. While gifts to United Way Simcoe Muskoka's annual campaign benefit our community today, your gift to The Forever Fund will ensure that United Way can introduce new programs and continue funding current ones to serve future generations of Simcoe Muskoka residents.
Gifts to The Forever Fund are invested and only the disbursement income is used to support essential social services throughout our community. A gift to The Forever Fund continues giving beyond your lifetime and ensures that your generosity benefits our community for generations to come.
Download your copy of our Planned Giving Guide.
We're here to help
For more information about including United Way in your will, or how you can integrate UWSM in your estate plans, please contact:
Chief Executive Officer
United Way Simcoe Muskoka