Serving Union County since 1953 A 501(C)(3) Charitable Organization 126 N. Main Street, P.O. Box 608, Marysville, Ohio 43040 Phone: 937.642.9618 Fax: 937.642.7376 Frequently Asked Questions Q: What are the benefits of partnering with the Foundation? A: There are many added benefits to giving “to” and “through” the Foundation. Benefits go beyond realizing your philanthropic goals for your community. The Foundation will handle all the paper work; acknowledgements, government forms and audits. We are a tax-exempt, nonprofit organization and this entities you to a charitable income tax deduction for your gifts. In addition, you may be able to reduce estate taxes by committing assets during your lifetime. With proper planning we can help you structure your gift so that the distribution will be in perpetual support to the causes and charities you believe in. Q: What kind of gifts may I give? A: A gift to the Foundation may consist of: Cash Appreciated Securities Life Insurance (The Foundation is named as owner and beneficiary.) Real Estate Other Property of Value Q: What about Corporate giving? A: Working with The Foundation, businesses are provided with a centralized administration for their corporate giving as well as lower costs and increased efficiencies in their charitable dollar distributions. A business may also want to set up a Scholarship Fund in their company’s name. Your donated dollars will continue to grow and the Foundation will administer the scholarship's distribution. Q: May I establish a fund named for a member of my family? A: Yes. Many families choose to establish a named fund (i.e., The Smith Family Fund), creating a personalized legacy to their community. Q: What community needs and projects is the Foundation currently supporting through its resources? A: Charitable giving is benefiting Union County through The Art Box, YMCA, Veterans Memorial, Memorial Hospital, Marysville Housing Inc., Community and Seasoned Citizens, Keckley Park, North Union District Veterans Memorial, FosterFriends, Veterans Remembrance Fund and various named scholarships. In addition, the Foundation awards several grants each year to selected community projects and agencies, such as The United Way. Q: May I designate where my charitable monies will go? A: Through a “donor advised fund” you retain the privilege of making recommendations for your specific charitable interests through a written agreement suggesting the who, when, how much and how often. The Foundation is here to advise you in any way possible so that you have the satisfaction of knowing you and your dollars are giving back to the community as you envision. Q: How do I learn more? A: To inquire about the benefits you and your community will receive by using the Union County Foundation as your vehicle for charitable contributions, contact: Dave Vollrath, Executive Director 126 N. Main Street, P.O. 608 Marysville, Ohio 43040

Serving Union County since 1953 Decades ago, dedicated and civic-minded community members, like yourself, believed the Foundation was the best vehicle to enhance the quality of life for all the citizens of Union County through investing charitable gifts of any size.