Your charitable gift will support our work and help our neighbors in need
With your gift, you can enjoy immediate or deferred tax benefits for you and your family
Your donation will impact the well-being of our community for generations to come
Forever United Fund
You can leave a legacy to perpetually support the causes you love with an endowment gift to the Forever United Fund. An endowment program designed to deliver a source of funding for our community for many years to come – the Forever United Fund – administered by United Way of the Midlands – is a meaningful way to support effective programs and organizations you believe in and help make sure their work will continue in the future.
Through the Forever United Fund, you can make perpetual contributions to our community through wills, trusts, insurance, general estate plans or outright gifts.
You enjoy several benefits with an endowment gift
- Establish an endowment during your lifetime and see the impact each year
- Benefit from an income tax deduction in the year you make your gift, and deductions for any additions in future years
- Avoid capital gains tax on an endowment gift of appreciated property
How an endowment gift works
- You make an initial gift to fund an endowment
- The assets in your endowment are invested to earn income
- The income is distributed annually to achieve your desired impact
- You can make additions during your lifetime or supplement your endowment with your estate plan
HOW AN ENDOWED GIFT TO UWM IS DIFFERENT
- Strategic Planning involves community leaders and experts to inform our plans
- UWM Board of Directors is comprised of strategic and involved corporate and community leaders
- Each year a different community leader volunteers to Chair our annual giving Campaign
- Our annual Campaign Cabinet includes active community members who help us fundraise each year
- The Community Impact Review Team includes over 100 volunteers who want to make a difference in our community by rigorous and careful discernment of bi-annual funding requests
This deep involvement assures that donations you make today, tomorrow or well into the future are as carefully and thoughtfully made to assure the most efficient and effective use of your gifts.
Income distributed from your endowment
At the time you create your endowment, you sign an endowment agreement that details the scope and desired impact of your endowment funds. UWM has been investing on behalf of the community for more than 100 years — it's the heart of what we do. Our investment process draws upon best practices in philanthropy, strong partnerships and deep understanding of the landscape to support high-quality programs. Through a thoughtfully managed investment process, we ensure your gift supports the most effective programs addressing the causes you care about and adapts over time to meet the changing needs of our community while staying aligned with your vision.
UWM works with investment managers at three banks in the community where the funds are held. Our Finance Committee – made up of local businesspeople who themselves are bankers, financial advisors, auditors, accountants and nonprofit finance professionals – oversees these investments, sets the investment strategies and meets with the investment managers annually to review performance.
Then, each year, a set percentage of your endowed funds will be distributed according to your endowment agreement.
Contact Us
If you're interested in preserving your legacy and supporting our community's future, or you'd like additional information about the Forever United Fund, please contact us. We would be happy to assist you and answer any questions you might have.
