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: If you own stocks or other publicly-traded securities that are worth more than what you paid for them, it may be cost-efficient to donate shares of that stock or mutual fund, rather than mailing a check to us. United Way of Pickens County will accept a stock or mutual fund gift of any kind, and we recommend initiating that gift by December 20th, so that the transaction can take place before December 31st. Click here to download instructions (PDF) on transferring a stock or mutual fund gift to United Way of Pickens County. If you have specific questions, contact Mark Eisengrein at 864-850-7094, ext. 108.
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.
Heritage Society Members
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 QUARTERLY NEWSLETTER
Sign up for our quarterly Heritage Society newsletter to stay informed.
Read past newsletters below.
October 2023 Anonymous Couple Pledges Estate Gift
July 2023 Featuring Michelle H. King, attorney with Merline & Meacham in Greenville, SC
January 2023 Featuring Helpful Tax Planning Ideas from Drake Curry, CPA of Easley
January 2022- Featuring Attorney Adam Lee of Dobson Law Group
March 2022- Featuring an anonymous couple
November 2022- Featuring an interview with Certified Financial Planner David Mitchell on Donor Advised Funds
September 2021- Featuring Jim and Julie Capaldi
July 2021- Featuring Mike and Betty Morton
April 2021- Featuring Lucas and Ashley Durham
January 2021- Featuring Attorney Ginger Phillips of Dobson Law Group
November 2020- Featuring Jim and Julee Kaplan
September 2020- Featuring Jeff and Natalie Putman
May 2020- Featuring Connie and June Bowers
April 2020- Featuring an offer for a "Free Will"
January 2020- Featuring Dr. Wing and Florence Fung
November 2019- Featuring David McDaniel
September 2019- Featuring Richard and Laura Shick
June 2019- Featuring Drake and Ada Curry
March 2019- Featuring Rob and Ann Ackley
October 2018- Featuring Jim and Betty Garrison
July 2018- Featuring Dr. Jonathan Strange
April 2018- Featuring Debbie Carmical
February 2018- Featuring Harold Weaver
December 2017- Pay it Forward
Fall 2017- The Green Notebook
Summer 2017- Win-Win-Win
Spring 2017- Oh no... they didn't plan!
Planned Giving Committee
The Mission of the Planned Giving Committee is to:
- Provide advice, ideas and guidance to United Way of Pickens County’s efforts to solicit planned giving prospects,
- Develop a TOP 50 list of prospects and track progress,
- Attend one-on-one meetings (when available) with staff and prospects,
- Review and approve planned giving materials,
- Plan events for Heritage Society members & prospects,
- Review and approve planned giving articles, press releases, Facebook announcements when donors make a commitment, BLOG posts, and
- Approve any naming opportunities generated by a planned gift.
Planned Committee Members are: Lucas Durham, CHAIR, Drake Curry, Dick Jones, Dr. Jonathan Strange, Harold Weaver and Julie Capaldi