Strategic Giving

A young adult sitting in an old truck beside his Grandfather.

Invest in the future of our community.

Let United Way East Ontario help you achieve your philanthropic goals – now and well into the future. You can change lives by supporting local programs that will have the greatest measurable impact in our community, sharing in our belief that for a city to be great it has to be great for everyone.

What is planned giving?

Unlike traditional gifts made from your income, a planned gift is often made from your assets (such as investments or real estate) or as a part of your estate plan. These gifts provide an opportunity to continue your commitment to our community and support the issues that matter most to you.

Why include United Way East Ontario in your estate or financial plans?

We partner with donors, agencies and local leaders to build a great city for all. For decades, people have come together to create a safe and healthy community through United Way. But, as times change so do the needs of our city.

By supporting United Way East Ontario with a planned gift, you will help shape the future of our city and continue to improve the lives of individuals and families today, and tomorrow. You can be confident your gift will ensure the supports that thousands of people rely on remain stable and accessible for years to come.

A photo of Heather Keatley standing in front of the Wall of Inspiration.

Leaving a legacy for our region's most vulnerable

Leaving a gift in your will to United Way is an important part of ensuring lasting change in the lives of future generations. As a loyal donor, this comes as no surprise to Heather Keatley.

When her husband Gareth passed away, she says she was thankful they were prepared. The grieving process was made easier since the couple had already agreed on their approach to planned giving, which included a generous gift to United Way in their wills. “We were always conscious of helping those who had less than we did,” she says.

“It just seemed like the right thing to do. There are tax benefits to the estate, for one thing. And for another, family members don’t have the added burden of carrying out wishes.”

Donors like you invest in:

All That Kids Can Be

Every child and youth deserves the chance to have a great life, no matter where they grow up.

From Poverty To Possibility

Every child and youth deserves the chance to have a great life, no matter where they grow up.

Healthy People, Strong Communities

Every child and youth deserves the chance to have a great life, no matter where they grow up.

Will Planning

One way you can ensure that your values live on is through will planning. Will planning is the highly personal process of deciding how your assets will be distributed after your lifetime.

Create a will

Having a will in place is the simplest way to distribute your estate the way you choose. It also makes it easy to give the gift of a lifetime in support of United Way East Ontario — a gift that has the power to strengthen our community well into the future. It is helpful to list the types of arrangements you wish to make and then consult a lawyer or financial planning professional to create your will.

Already have a will?

Don’t set it and forget it! Be sure to review it every couple of years to ensure that it remains relevant. A new marriage, divorce, birth or death of a family member are all events that should trigger a review to make sure your will is still protecting the people you love.

How to leave a planned gift to United Way East Ontario in your will

A bequest is the most common type of planned gift. This can be a sum of money, a piece of property or a percentage of your estate that is designated to United Way East Ontario in your will. Other types of planned gifts also include RRSPs/RRIFs, life insurance, stocks/securities, charitable remainder trusts and gifts-in-kind.

Below are a few examples of language to consider using when creating or revising your will. If you have special wishes regarding how you would like to personalize and design your bequest or other planned gift, please contact us — we would be pleased to help.

Give a percentage or residue of your estate to United Way East Ontario

“I give to United Way East Ontario, currently located at 363 Coventry Road, Ottawa, Ontario, K1C2C5, [_________ %] of the rest, residue, or remainder of my estate to be used for its general charitable purposes in accordance with this organization’s applicable practices and policies.”

Give a specific asset or collection of assets such as cash, stocks/securities, or other designated property to United Way East Ontario 

“I give [$ ______________] or [a specific asset] to United Way East Ontario, currently located at 363 Coventry Road, Ottawa, Ontario, K1K2C5, to be used for its general charitable purposes and  held and administered in accordance with this organization’s applicable practices and policies.”

You have identified a specific area of interest that to which you wish your gift be, for example, to support youth homelessness in Ottawa

“I give, devise and bequeath [______________%] or [ $ ____________] or [a specific asset] to United Way East Ontario currently located at 363 Coventry Road, Ottawa, Ontario, K1K2C5 to be used to support [_____________________________] and held and administered in accordance with this organization’s applicable practices and policies.”

Once you have a sense of the type of gift you wish to make, we advise that you consult a lawyer or financial planning professional to complete your will.

Gifts of Life Insurance

The gift of life insurance provides a unique opportunity make a positive impact in the future while receiving tax benefits today. It allows you to make a long-term investment while preserving the value of your estate for your loved ones. Choosing to give the gift of life insurance means the proceeds of the policy are paid directly to United Way East Ontario and remain in our city.

Transferring ownership to United Way East Ontario:

  • Give an already paid-up policy and receive a donation receipt for the cash value of the policy.
  • Give an existing policy on which premiums are still being paid and receive a receipt for the cash value of the policy and subsequent premium payments.

United Way as a benefactor:

Name ‘United Way East Ontario’ as the beneficiary of your policy and a donation receipt will be issued to your estate which can be claimed in your final tax return.

United Way East Ontario
Learn more about what United Way East Ontario does in your community and our three main focus areas.

Canada Revenue Agency (CRA)
CRA’s website provides a search facility for Canada’s charities. CRA also provides a full listing of interpretation bulletins and information circulars related to federal tax laws.

Canadian Association of Gift Planners (CAGP)-Leave a Legacy
CAGP is a national association that exists to support strategic charitable gift planning. A national, nonprofit organization established in 1993, it is the only Canadian professional association that brings together charitable fundraisers and professional advisors.

Charity Village
Canada’s supersite for the nonprofit sector – 3,500 pages of news, jobs, information and resources for executives, staffers, donors, and volunteers.

Federal Department of Finance
The official website of the Federal Department of Finance. A resource for current information and bulletins on budget issues and policies affecting professional advisors’ day-to-day practices.

Imagine Canada
Imagine Canada supports Canada’s charities, nonprofit organizations and socially conscious businesses, and champions the work they do in our communities.

Take control of your legacy

Contact Jennifer Lorimer at 613-228-6744 or jlorimer@unitedwayeo.ca to get started with creating a personal plan that protects the important people and causes in your life.

Acknowledging your Gift

We would like to honour your generous philanthropy by recognizing you in our Honour Roll, our Annual Report, and by inviting you and your family to donor events and community activities. We will also respect your wish to give anonymously should you choose to do so.

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.