UW Life Marketing from the Central Carolinas, Mile High, and Greater Milwaukee UWs

Bill Hamelau, Director of Legacy Giving at United Way of Central Carolinas in Charlotte, NC, sent me his new marketing piece for United Way Life.  It is still a work in progress, but definitely a wealth of ideas to beg, borrow, and steal.  You can access his document by clicking HERE.  Bill and I talk regularly and he is an excellent resource for good ideas. 

I would also recommend looking at their Legacy Gifts website.  You will find it at www.legacy.vg/uwcentralcarolinas/giving/1.html.  This website is designed by VirtualGiving.com and this was my first time to look at one of their sites.  I am impressed.  Bill's contact info is on the website for more information both on United Way Life and VirtualGiving.

I also ran across the UW Life Guidelines from Mile High United Way in Denver.  You will find them HERE.  They have an excellent website as well at www.unitedwaydenver.org.

Finally, United Way of Greater Milwaukee has a great website as well for United Way Life at www.unitedwaymilwaukee.org/LegacySociety/UnitedWayLife.

I am certain there are other United Way Life websites and guidelines out there.  Let me know and I will upload the info so others can benefit from all the good ideas.

Insurance Policies in a Nutshell

Life Insurance Policies make up approximately 1/3 of the total gifts to our Endowment.  With over 100 policies, they can be both a blessing and a pain.  As a planned giving vehicle, a life insurance policy offers an tool for leveraging donor dollars.  However, underwriting, annual monitoring, and the accounting challenges can make them a very time consuming challenge for even the largest United Ways. 

You will find a 1 page overview of our governing policies for gifts of insurance by clicking HERE.  As always, I upload the documents to Google Drive and access is limited, so it's safe. 

Finally, if you are considering adding insurance policies as a planned giving option, seriously consider United Way Life.