Planned Giving

Legacy Society

There are different ways to contribute to lasting social change. Making plans today has a substantial impact for improving lives in our community for years to come. The United Way of Windham County Legacy Society recognizes the generosity of all those who have chosen to leave a legacy of hope and invest in the future of our community through a planned gift to United Way of Windham County.

How to Join:

  • Bequest - The simplest (and most popular) way to leave a legacy is to name United Way of Windham County as a beneficiary in your will, 401K, 503B Retirement plan, or trust. 
  • Life Insurance Policies - Name United Way of Windham County as your beneficiary in your life insurance policy.
  • Memorial / Tribute Gifts - Honor friends or family with a donation in their name. 

For more information on United Way of Windham County's Legacy Giving click here! Or reach out to UWWC at 802-257-4011 if you have any questions. 

 

Stock Gifts

If you are looking to donate through a contribution of stock, you may request that the funds be transferred via DTC to:

Wells Fargo, DTC #0141, Account #62425679
Financial Advisor: Bridget Bockum (Phone: (802) 251-0100, P.O. Box 2469 West Brattleboro, VT 05303)

Once the shares are sent to Bridget, please contact Ruben Garza at 802-257-4011 to alert United Way of Windham County of the pending gift.