Planned Giving: Legacy Society

Forever United Legacy Society: Leaving a Lasting Impact

United Way of Midland has responded to the most pressing needs of our community for more than seven decades. By joining our Forever United Legacy Society, you ensure that no matter when your gift is made, it will meet the top priorities facing local individuals and families here in Midland.

It's easy to make a legacy gift to United Way. Popular options include:

Will or Living Trust Gifts:
A bequest provision can be included in your will when you draft it or as a codicil amending your existing will. This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount, an asset, or a percentage of the assets in your estate.

Retirement Plan or Life Insurance Gifts:
You can select United Way as a beneficiary of a portion or any balances remaining in your retirement or life insurance plans. This includes qualified charitable distributions (QCD) from an IRA. The QCD allows donors 70½ or older to transfer up to $100,000 directly from their IRA to United Way on an annual basis.

Securities Gifts:
Use publicly traded securities or other appreciated assets to make your gift to United Way. Donating assets with a low cost basis often result in significant tax advantages in comparison to a cash gift.

If you would like to include United Way in your future plans, please notify us so that we can ensure your gift will be spent in accordance with your wishes.

You can download the Commitment Form Here.

For more information, please contact Kari Hennagin at 432.685.7715 or email

The IRS recognizes United Way of Midland as a 501(c)3 nonprofit organization. Our Federal Tax ID number is 75-0945926