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Creating a Meaningful Legacy

Leaving a gift to United Way provides you with the opportunity to leave a legacy by helping future generations across Halton & Hamilton. 


Planned giving refers to any major gift made as part of a donor’s overall financial and/or estate planning while living or after death. These gifts can include equity, life insurance, real estate, personal property, or cash.

Continuing your tradition of giving with a planned gift is an extraordinary demonstration of your generosity and commitment to your local community. When you make a planned gift, you not only address the current issues impacting our community but also ensure their ongoing resolution in the future. A planned gift to United Way Halton & Hamilton continues to make an impact beyond your lifetime, ensuring that your generosity benefits future generations. Create a lasting legacy with a cause that is close to your heart.

Prepare to leave your legacy


“Hi, I’m Robert Hooper, a personal injury lawyer in Hamilton. I am also the chair of the Sopinka Legal Committee, raising funds for the community through the United Way Halton and Hamilton—that’s my passion. This passion for the community led me to want to leave a lasting legacy gift that would have a great impact and help create systemic change for the future. By gifting United Way a life insurance policy at the Transformational gift level, I will be helping future generations. As we look back on our lives, we wonder, “how will I be remembered?” For me, I want to be remembered as someone who showed local love to my community.”

Invest in the future of your community

After you have considered your loved ones, please consider including United Way Halton & Hamilton in your will. Let United Way help you achieve your philanthropic goals for today and future generations. By leaving a gift in your will, you can transform lives by supporting local programs that have the greatest measurable impact in our communities. Your gift will leave a powerful legacy of hope, reflecting your values and vision for the future.

Gifts for Tomorrow


Designate a specific gift or a portion of your estate to the United Way Endowment Fund, and your estate will receive an official tax receipt.

Life Insurance

Life insurance provides an affordable option to make an extraordinary gift to your community. You can transfer ownership of a new or existing policy, or make United Way a full or partial beneficiary of a policy you continue to own.

Retirement Plans

You can designate United Way as a beneficiary of your RRSPs or RRIFs, or even a TFSA. Your gift qualifies for an official tax receipt and can offset tax payable on other assets of your estate.

Building on last year’s overwhelming support of our Founding Circle donors, we are excited to announce the 2024 Local Love Community Match. This is YOUR unique opportunity to join a generous group, helping to build this year’s Campaign Match. Reach out to learn how YOU can inspire positive change for the community! 

Frequently Asked Questions

There are a few simple ways to leave a legacy, through a gift in your will to United Way Halton & Hamilton, all of which will allow you to support a cause close to your heart while ensuring your loved ones are well looked after. 

Charitable gifts in your will can be made through a specific sum of money, a percentage of your estate, stocks, or bonds. 

Some of the most common ways to create a planned gift include: 

·Creating a “residual gift,” which means donating all or a portion of any remaining funds left over after other gifts (such as to children and grandchildren) have been given. 

·Leaving a specific percentage of your estate to United Way Halton & Hamilton. For example, you may choose to divide your estate into equal portions amongst your children, grandchildren, and UWHH. 

If you have any questions or would like to learn more about different options for creating a gift in your will, please contact us at 

To establish a gift to United Way Halton & Hamilton in your will, please instruct your lawyer or financial advisor to include the following statement in your will: 
Clause for your will: 
I give to United Way Halton & Hamilton,  the sum of $ _______________, or _____________% of the residue of my estate or my property at ____________ in the City of _____________. The disposition of my bequest is to be used by United Way Halton & Hamilton at its discretion. 
Note: You can also email a link to this page to your lawyer. 
UWHH Charitable Number 
Our charitable registration number: 10746 2988 RR0001 
We strongly recommend you consult your lawyer or financial advisor 
if you are considering including United Way Halton & Hamilton in your estate plans 

Your professional advisors will need United Way Halton & Hamilton’s legal name and charitable registration to help set up a gift in your will. 
UWHH’s legal name and charitable registration number are: 
Legal Name: United Way Halton & Hamilton 
Charitable Registration Number: 10746 2988 RR0001 
Mailing Address: 
4210 S Service Rd Unit #101, 

Burlington, ON L7L 4X5, Ontario 
If you have any questions or to discuss legacy giving, please send an e-mail to 

Everyone should have a will. A will is crucial in ensuring your assets will go to the people and causes you care about. 
We recommend engaging a lawyer to create your will to ensure it is comprehensive and legally binding. 
Your wishes can be amended at any time by creating a codicil to your existing will (a legal document that allows you to make changes to your will) or by creating a new will. If you are considering making a gift to United Way Halton & Hamilton in your will, please see the FAQ “How do I name United Way Halton & Hamilton in my will?” or contact us at for more information. 
We strongly recommend you consult your lawyer if you are considering including UWHH in your estate plans. 

United Way Halton & Hamilton can accept publicly traded securities, including shares, bonds, exchange traded funds or mutual fund units. If you are considering giving a gift of stock and securities to UWHH, please 
consult our Notification of Securities Transfer form or contact 
UWHH always recommends that you consult with your own financial advisor before initiating any type of donation of securities. 

Contact Us

For further information on leaving a planned gift to United Way Halton & Hamilton, please contact us directly to discuss your planned gift.

For more information about creating a meaningful legacy, contact