Contact our Professional Advisor
No matter how simple or complex your estate is, we have experience and tools to help you make the most of your generosity and legacy. A philanthropy expert will guide you every step of the way.
Estate Charitable Management – A one check solution that allows the you to maximize your charitable impact through your estate, while simplifying the planning process, reducing cost and increasing community engagement.
Plan Your Legacy – How will people think of your life and impact when you’re gone? How will the causes, agencies and passions you care about most sustain and thrive when you’re no longer supporting and leading? Intentional legacy planning can be powerful and clarifying for donors like you.
Set up a call. Have a quick conversation. Explore opportunities.
Speak to an advisor Today!
A Gift for you and your Future
We’ve teamed up with FreeWill for a brand-new way to make sure everyone in our community is living their best possible lives. Making or updating your will and including a gift to United Way is easier than you might imagine. We’ve partnered with FreeWill to give you a free, intuitive way to write your will today.

