United Way | Planned Giving
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Planned Giving

Planned Gifts

What will be your legacy?

By including Bergen County’s United Way in your estate plans, you leave a legacy of life-changing support to help individuals find housing, community, support, and hope, while also providing financial security to you and your loved ones.

You will also be entered into our legacy circle, The Cornerstone, which honors friends who provide for foundational support through planned giving.

Whether you would like to put your donation to work today or benefit us after your lifetime, we can help you start planning to make a gift that will transform lives and the future we share.

For further information on legacy giving, or to make a planned gift, please contact Sara Parra at 201.291.0368 or email her at sparra@bergenunitedway.org.

Stock Gifts

Making stock gifts can be a tax-advantaged way to support the lives of individuals served by Bergen County’s United Way!

Step 1

For instructions on completing an electronic stock transfer or handling gifts of physical stock certificates, take 30 seconds to fill out this Stock Acknowledgement Form or contact us directly:

Sara Parra
Director of Development
201-291-0368
sparra@bergenunitedway.org

 

Please share with us the donor name, address, phone number, email address, and details of the contribution so we can acknowledge the gift.

Step 2

Contact your bank or broker and provide them with our investment account information as follows:

Frank J. Petrocelli, III
Financial Advisor, Investment Advisor Representative
Fortis Lux Financial (a member of the MassMutual Financial Group)
fpetrocelli@fortislux.com

Account Information:
Credit: National Financial Services (NFS)
DTC #0226
Further Credit to: United Way of Bergen County
Acct# R72033051

Bequests

The Easiest Way to Make an Impact

Interested in helping Bergen County’s United Way with our mission but you just can’t write another check or give up assets right now? A simple, flexible and versatile way to ensure we can continue to Make Help Happen is through a charitable bequest, a gift in your will or living trust.

Next Steps

Step 1

Contact Sara Parra
Director of Development
201-291-0368
sparra@bergenunitedway.org

For additional information on bequests or to chat more about the different options for including Bergen County’s United Way in your will or estate plan.

Step 2

Seek the advice of your financial or legal advisor.

Step 3

If you include us in your plans, please use our legal name and Federal Tax ID.

Legal Name: United Way of Bergen County
Address: 6 Forest Avenue, Suite 220 Paramus, NJ 07652
Federal Tax ID Number: 22-6028959

Your contribution goes straight to work.

Together, we are transforming lives and the future we share. Thank you.