
Give the gift that keeps on giving
Planned Giving Tools
BEQUEST: A bequest is the act of leaving something in your will. Learn more about the different types of bequests and recommended language by clicking here.
CODICIL: A codicil is a document used to make an amendment to your will. Download and attach this document to your will to add United Way to your estate plan.
GIFTS OF STOCK: Learn about giving the gift of stock by clicking here.
FREE WILL: Through our partnership with United Way Worldwide, you can create a free will through FreeWill.com. Simply visit their website and utilize the guide that will walk you through the 20 minute process. As a reminder, you are invited to make a final gift to United Way of Pickens County through your will. This is an easy way to give from your remaining assets, and it will allow you to support those in need in our community for generations to come. Once you have completed your Free Will, be sure to print a copy, sign it, and have a couple of people witness your signature to make it official. Don't forget to place your original, signed will with your other important legal and financial documents, in a place where family members can find it one day. You may want to give a copy of your official will to anyone whose name is listed in your will. Once your Free Will is official, we recommend that you have a local attorney review the contents of your will, so that it complies with all your wishes.
FREE Estate Planning Seminar
Join us Thursday, February 4 at 6 p.m. for a FREE virtual estate planning seminar featuring attorney Ginger Phillips of the Dobson Law Firm. Ginger will spend 45 minutes covering important estate planning “first-steps” such as wills, healthcare power of attorney, durable power of attorney, assets inventory, beneficiaries, and more. And, she will be available to answer any specific question that you may have.
Registration is required, so please click here to sign up. Once you register, information, including a link to the seminar, will be emailed to you.
Five Wishes
Five Wishes is an advanced care document that has been used by over 35 million families to capture their end of life wishes. Watch below to see why Mark Eisengrein has found this tool to be so helpful.
Heritage Society Members
Heritage Society Quarterly Newsletter
Sign up for our quarterly Heritage Society newsletter to stay informed.
Read past newsletters below.