Planned Giving and Endowment

While the specific challenges that face the Greater Waterbury area evolve with time, helping one another remains a constant. You can leave a lasting legacy on the future of this community – and impact long-term solutions – with planned giving.

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Remembering The Past Helps Rebuild The Future

With so many planned giving options – including a Bequest by Will, Gifts of Retirement Plan Assets, Gifts of Life Insurance and Charitable Gift Annuities – it’s never been easier to help United Way plan to address future community needs.

The United Way of Greater Waterbury has provided services to our community since 1942, making a difference in the lives of countless individuals. Over time, the needs and types of services have changed, but the commitment to investing in the community's future and enriching lives will always remain.

As you consider making a planned gift, select a gift plan that is best suited to your personal circumstances and wishes. Popular giving plans include:

  • Bequest by Will
  • Life Insurance Gifts
  • Charitable Remainder Trusts
  • Charitable Lead Trust
  • Securities, Real Estate and Personal Property
  • IRA, Keogh and other pension gifts
  • Memorial Gifts
  • Outright Gift to Endowment
  • Living Trust
  • United Way Charitable Gift Annuity
  • UW Life™

 It’s in your power today to create a legacy for tomorrow. Visit:

1942 Society

The 1942 Society recognizes those individuals who have chosen to have a significant impact on the future of our community by arranging for a planned gift to United Way of Greater Waterbury. Complete the form below to notify us of your planned gift or to request additional information on planned giving opportunities.



I/we welcome recognition of this gift as member(s) of the United Way of Greater Waterbury 1942 Society in the following name(s):

For more information on the 1942 Society and planned giving, contact United Way of Greater Waterbury President/CPO, Kristen Jacoby, MPH at [email protected] or (203)757-9855 x19

*United Way of Greater Waterbury is a 501(c)(3) nonprofit, EIN # 06-0646634. Please use this number to further identify us when making a planned gift.

Thank you for reaching out about planned giving! 

A member of the United Way team will be in contact with you shortly.

United Way of Greater Waterbury Sponsors

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