Common Misconceptions about Planned Giving and the Answers You Need

Planning a legacy gift is for people of all ages and economic statuses, and it doesn’t have to be difficult.

Misconception #1: Planned Gifts Are Complicated and Confusing.

They don’t have to be. There are many types of planned gifts: Most are simple and affordable, like a gift in your will or living trust. You just need to find the one that best meets your needs. We can help you find the best gift for you — just contact us at PlannedGiving@upaf.org or 414-239-6285.

Misconception #2: Planned Gifts Are Only for the Wealthy.

Anyone can make a planned gift — no matter if your estate is worth $100 or one million dollars. Gifts of all sizes make a difference at United Performing Arts Fund. In fact, you may even be able to make a bigger impact than you thought possible when you make a planned gift.

Misconception #3: Wills Are Only for Older Adults.

Having a plan for the future is important — no matter your age. An estate plan makes your wishes known and provides your loved ones with peace of mind.

For more information about making a legacy gift, contact us: PlannedGiving@upaf.org or 414-239-6285 or learn more on the following pages: