Including UDS in your will or trust is a simple, no-cost way to leave a lasting impact on UDS and the individuals we serve. Bequests are revocable, can be amended easily and should be drafted with the assistance of an attorney.

A bequest can be made as a percentage, specific dollar amount or gift from the balance of your estate. You can also name UDS as the beneficiary of all or part of your retirement assets, such as a 401(k), 403(b), IRA Keogh or profit-sharing pension plan. This enables the full value to be transferred to UDS and provides estate tax savings.

Benefits

• Receive estate tax charitable deduction
• Reduce the tax burden on your family
• Your assets remain in your control during your lifetime
• You can modify your gift to address changing circumstances
• You can direct your gift to a particular purpose (please be sure to check with us to ensure your gift can be used as intended)
• Leave behind a legacy of support to UDS

Click Here to download Sample Gift Language for Your Will or Trust

For more information
If you or your attorney would like UDS to provide you with customized beneficiary language specific to your goal or interest, contact Larry Aubrey, Director Major Gifts  at (717) 715-8763 or LarryA@udservices.org.