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Prepare for the End of the Year

Tips to Help You Maximize Your Giving

Generosity knows no season, but October through December are historically the months that Americans are most likely to give to their favorite charitable organizations. These months mark the traditional season of giving and receiving as well as the... Read More

What You Need to Know About Beneficiary Designations

Including How to Update Them

Anytime you start a new job, you fill out the necessary paperwork for your retirement account and life insurance policy. This includes listing the beneficiary, or beneficiaries, of each. But, you may not have a full understanding of what that... Read More

Simple Ways to Create Your Legacy

It's Easier Than You Think

Creating a legacy of giving is easier than you think. Before you get swept up in holiday get-togethers and end of the year parties, take some time to start creating your legacy at the organizations you care about most, like Orange County United Way. Here are two... Read More