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Legacy Giving

When we sat down to focus on our estate plan we both wanted to do something to make a difference. We decided that the very best way to make a meaningful difference forever and ever beyond our lifetime is to make a legacy commitment to United Way’s Endowment so that they can continue the great work they are doing to improve the quality of live in our city for many years to come. We hope that many of you who share this love for our fine city will join us in the days ahead.”

– Margaret and Travis Storey,
Million Dollar Legacy Circle Members

Your gift to United Way’s endowment allows you to create extraordinary impact today and to sustain our work in education, income and health. There are numerous ways to designate United Way of Northeast Florida as a beneficiary of your estate plan. Get satisfaction knowing that you can establish a never-ending gift to your community while supporting your philanthropic, estate planning, life income and tax-planning goals.

If you choose to make a legacy gift to United Way, please let us know.

Legacy Gift Form

How can I make a Legacy Gift?

Listed below are a variety of ways to make a Legacy Gift. Your financial adviser can help you choose the best way to make a gift and fulfill your personal, philanthropic, and financial goals.

  • Make a bequest through your will
  • Designate life insurance proceeds
  • Name United Way of Northeast Florida as a beneficiary in your retirement plan
  • Design a trust-based gift
  • Create a charitable gift annuity
  • Give an outright gift, such as cash, check, or other donation, to United Way’s endowment fund
  • Make a monetary contribution or provide gifts such as securities, real estate or other assets today for investment into United Way of Northeast Florida’s endowment.

The Legacy Society

The Legacy Society is comprised of donors who have made an outright gift (a cash, check or other donation given before estate settlement proceedings) to United Way’s endowment or included United Way in their will or estate plans. Their commitment to our community extends far beyond the needs of this year, decade or generation. To become a Legacy Society Member, United Way of Northeast Florida must receive from you a signed letter of intent for your gift. Gifts of $200,000 or more qualify you as a Tocqueville Legacy Society Member.

Benefits of Membership:

  • Leaving a legacy in our community that will impact lives and strengthen Northeast Florida forever.
  • Recognition in United Way of Northeast Florida’s annual Leaders in Giving book.
  • Invitations to special learning opportunities regarding United Way’s impact in the community.

Million Dollar Legacy Circle Members

Linda and David Stein
Margaret and Travis Storey

Tocqueville Legacy Society Members

Gifts of $200,000 or more

Mary and Bruce Bower
Anna and Dave Brosche
Elizabeth and Michael Cascone, Jr.
Brenda and E. Gary Cook
Bob and the late Isabelle Davis
John and Dorothy Grimsley
David M. and Ann C. Hicks
Barbara Jaffe
Helen and the late Edward Lane
Anne and Jim Moseley
Judy and the late Mark Mullins
Lisa Palmer
Margaret and Travis Storey
Katy and the late Charles D. Towers, Jr.
Mr. and Mrs. Kevin M. Twomey
Mr. and Mrs. Richard L. Sisisky

Legacy Society Members

Carl and Melanie Davidson
Barbara J. Drake
The late Irby S. Exley
James B. and Susan L. Golden
Marianne Hillegass
Connie and Bill Hodges
Michael and Pam Korn
Mark and Shawna LeMaire
Carole Rau
Taylor Shead
Sherwood Smith, Jr.
Mr. and Mrs. James W. Towler, Jr.
Sarah Watkins
Kevin Chase and Ileana Fernandez
Sharon Clark


To learn more, contact Sharon Clark, Director of Legacy Giving, at 904-330-3951.

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