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How Mike Reese Lives United

Mike ReeseMike Reese's philosophy is centered on helping others and being a part of the change that we want to see in our community. He understands we are strongest when we Live United.

Throughout his life, Mike has volunteered with and supported his church and nonprofits, including United Way. Mike, a retired City of Reading employee, has served in various roles with United Way, including company coordinator, allocations team member and on the board of directors. When Mike created his will he wanted to make sure that he continued his support by including United Way as a beneficiary. "I've given my dimes and dollars to United Way during my life, and I wanted to have a consistency of sorts as the final chapter," says Mike.

From his youth as a "YMCA kid", as he calls himself, to today as he enjoys retirement, he values how United Way programs and initiatives help children and families from all walks of life in all types of circumstances. As a life-long resident of Reading, he wanted to extend and continue his commitment to Berks County through his will.

"Giving back to the community is the rent I pay to civilization, and to society," Mike adds. "My parents and family have always instilled that core belief."He encourages others to include United Way into their planned giving efforts to support the future of the community. "United Way depends on people who give," he explains, "and everyone has the responsibility to give back to the community in some way."

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United Way's Mission

United Way of Berks County improves lives by inspiring collaboration, volunteerism and financial support to build a stronger community.

United Way's Vision

The United Way of Berks County will enhance the quality of life in our community by mobilizing the desire and capacity of people to care for one another.

United Way's Core Values

United Way of Berks County's role as a leader in the health and human services sector requires all persons involved with United Way of Berks County to assume responsibility of maintaining the public's trust.  To fulfill this obligation to the community and to ourselves, our Core Values provide the foundation on which we base our actions and decisions.  They are:

 

Integrity

Inclusiveness

Teamwork and Communication

Volunteerism

Impact

Community Leadership

 

Blue Bar

United Way of Berks County

P.O. Box 702

Reading, PA 19603

610-685-4550 postmaster@uwberks.org 

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A charitable bequest is one or two sentences in your will or living trust that leave to United Way of Berks County a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

The official bequest language for United Way of Berks County is: "I, [name], of [city, state, ZIP], give, devise and bequeath to The United Way of Berks County, Inc. [written amount or percentage of the estate or description of property] for its unrestricted use and purpose." 

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to UWBC or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to UWBC as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to UWBC as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and UWBC where you agree to make a gift to UWBC and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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