Picture your estate as a pie. When you decide whom you want to share it with, you can cut big slices, little slices or somewhere in between.
We talk to many supporters of Orange County United Way who worry that leaving a gift in their will to United Way may jeopardize their family’s well-being. The pie analogy comes in handy. You dictate the serving sizes. You can ensure that your loved ones get the biggest portion of your estate. You can also make sure your family gets served first.
Here is how:
Instead of a fixed amount, consider leaving Orange County United Way a percentage of your estate or of specific assets. That way, your charitable gift will adjust according to future circumstances, and gifts to loved ones will remain proportional—no matter how your estate fluctuates. Here are two ways to do it:
- Gift a percentage of your estate to Orange County United Way in your will.
- Leave Orange County United Way a percentage of your residual estate (the portion of your estate that remains after all gifts and bequests have been made and all claims of the estate are satisfied).
The great thing about gifts from your will is that they are flexible: You can change your mind at any time. Just know that whatever you settle on, a gift to Orange County United Way does not have to be large—every slice makes a difference.
Save a Slice for Orange County United Way
Even a small piece of your estate makes an impact. Contact Mike Olson at 949.263.6127 or MikeO@UnitedWayOC.org to learn more about supporting United Way while serving family first.