Need Help? Mobile Crisis Hotline 1-800-422-0045
MN Free support via text 24/7. Text, 741741
211 Helpline- Minnesota residents can call 2-1-1, or text zip code to 898211
Warmline peer support through Wellness in the Woods resource 1-844-739-6369

You are here

Planned Giving

 

Consider investing in Bemidji’s future by partnering with us as we work to activate hope in our community and create sustainable change that will span generations.  Leaving a planned gift is a meaningful way to both make an expression of your values and realize significant financial, tax, and estate planning benefits.  
Donating to the United Way of Bemidji Area’s Planned Giving Program will help us balance our community in the areas of basic needs, health, and education.  This fund provides donors the ability to make a gift that keeps giving for generations to come.
 
 
To learn more, contact: 
Denae Alamano, Executive Director, United Way of Bemidji Area 
218-444-8929
 

What is a Planned Gift?

Unlike traditional gifts made from your income, a planned gift is often made from your assets (such as investments or real estate) or as a part of your estate plan. These gifts provide an opportunity to continue your commitment to our region and support the issues that matter most to you. This is an additional way of giving besides your annual campaign gift. Give a one-time gift now or make a future pledge.
 

Why include United Way in your estate or financial plans?

When you include a gift as part of your overall estate and financial plans to support United Way of Bemidji Area, you are improving lives and creating lasting change in our region. Planning a gift is simple and your generosity will be felt throughout the community for years to come.
 

How can I make a Planned Gift?  

**The information provided below is general in nature and should not be relied on as tax, legal, or financial planning advice. For specific advice, please consult your professional advisors.

You might consider giving through:

  • Bequest in Will or Trust
Although you should carefully review the terms of your Will with an appropriate professional advisor, we are happy to provide the following Sample Bequest Language:
 
Sample bequest language:
I give, devise and bequeath to United Way of Bemidji Area, 716 Paul Bunyan Dr NW, Bemidji, MN 56601 the sum of $____________ /or ___ % of my estate/or the following specific asset ____________________________ for the benefit of United Way of Bemidji Area to be added to its endowment.
 
  • Life Insurance Beneficiary
  • Charitable Gift Annuity
  • Charitable Lead Trust
  • Cash 
  • Charitable Remainder Trust
  • Securities and Other Liquid Assets
  • Other Avenues
 

Create your Last Will & Testament, 100% free

Making or updating your Will is easier than you might imagine. United Way of Bemidji Area has partnered with FreeWill.com to give you a free, intuitive way to write your Will. By including a gift to United Way of Bemidji Area in your Will, you help ensure that we are able to break the cycle of poverty for everyone in our community for generations to come.
 
This tool is free to you whether or not you choose to include a gift to us and can be used to create your full legal Will in about 20 minutes.
 
Visit www.FreeWill.com/UnitedWay to create your FreeWill today.