GIVING COMMUNITIES
A LEGACY THAT MOVES OUR COMMUNITY FORWARD
Planned giving isn’t just for wealthy families—it’s for anyone who believes in building a better future. When you include United Way Monterey County in your long-term plans, you’re investing in the strength of local families and the future of our children.
You’ve already shown your commitment to this community. Thank you. A planned gift ensures we can meet today’s needs and prepare for tomorrow’s challenges—creating lasting change that grows beyond your lifetime.
Your legacy can take many forms:
- A direct gift of cash or appreciated stock
- Naming UWMC as a beneficiary of a retirement account or life insurance policy
- A bequest in your will
- A Charitable Gift Annuity or Trust
- A Life Estate Reserved for real estate you love
Whatever the size or structure, your gift helps build a stronger, more resilient Monterey County.
Want to explore the right option for you? Contact Lynda Patrick. We’d love to talk.