A caring investment. A lasting gift. The United Way of Union County has developed an Endowment and Planned Giving Program that can help your accomplish your charitable goals.
Our History Since 1958, the United Way of Union County has helped improve the lives of our neighbors in need. Our work extends far beyond the needs of this year or even this generation. We are committed to improving our community for years to come through our Endowment and Planned Giving Program. Endowment and Planned Gifts An endowment is an investment fund that keeps the full amount of your gift intact and distributes only the interest and capital gains that your money ears. So your gift keeps on giving -- forever. A planned gift can be a bequest or a special tax-saving gift that benefits you and United Way, today or in the future. What better way is there to ensure that your compassion will make a difference today and for future generations? Changing Needs of the Community As needs change in the community, United Way of Union County will be able to address those changing needs through its planned giving program. You may choose from several funds so that your interests are met. By directing your gift to any of the following: General Endowment Fund Special Community Initiatives Investing in our Children Assisting the Elderly, Disable and Homeless Overcoming Family Violence and Community Crime Strengthening Families United Way Administrative Fund We make a living by what we get. We make a life by what we give. -- Winston Churchill We Can Help You United Way’s Endowment and Planned Giving Program can help you achieve your future financial goals by assisting with estate planning. We can help you: Increase your lifetime income through gifts of appreciated assets Avoid capital gains tax on appreciated assets Enhance retirement resources Generate income tax deductions Provide more for your heirs and United Way while saving estate taxes Our Mission: To improve the live of people within our community by raising, collecting, & disbursing funds. Lasting Legacy Society The Lasting Legacy Society has been established to recognize the generosity of individuals who provide for our community’s future by making a planned gift or a special gift to the endowment fund. Charter membership is being offered through the year 2004. To learn more about making a planned or endowed gift, please eMail or call us at 937.644.8381 or toll free 877.644.8381.
For more information about any United Way of Union County program or agency, please eMail Shari Marsh or Dave Bezusko or call at (937) 644-8381.