An endowment is a permanent fund that is carefully invested for growth. It provides a dependable revenue stream year after year. Gifts to the endowment remain intact and a portion of the investment return is available annually to support the mission of an organization. Experts agree that annual distributions of 3-7% of a multi-year rolling average ensure sustainability.
The United Way Foundation Board of Directors continually monitors performance so you can be confident your gift will have a lasting impact.
The endowment works in tandem with the Annual Campaign to build capacity in meeting both current and future needs, and provides long-term financial security. The endowment helps stabilize funding in challenging economic times when human service needs are heightened, it also adds capacity for emergency response programs or disaster relief. United Way is constantly working to ensure we are positioned to respond to priority needs of our community—now, ten years from now and beyond.
Long-term in scope, the United Way Foundation affords donors the opportunity to leave a lasting legacy and extend their support of our local United Way beyond their lifetime, primarily through bequests and other planned gifts.
Planned Giving
A charitable planned gift is the result of careful and thoughtful planning for the distribution of one’s assets to charitable organizations. These gifts are commonly made from assets rather than from income and often involve a planning process utilizing wills and other estate planning documents. A good planned gift can afford the donor increased income and important tax benefits.
For many people, philanthropic giving is a lifelong commitment that provides both personal and financial benefits. Through Heart of Florida United Way’s planned giving program, you can create a plan that benefits you and your family today, while ensuring vital programs are available for generations to come.
We can help you:
- Exchange Appreciated Property And Other Assets For Lifetime Income
- Avoid Capital Gains On Gifts
- Generate Income Tax Deductions
- Enhance Retirement Resources
Gift Options:
- Charitable Bequests
- Stocks And Securities – Outright Gifts Of Cash
- Real Estate Or Other Property
- Charitable Remainder Trusts
- Gifts Of Life Insurance
- Charitable Lead Trusts
- Memorial Gift
- Charitable Gift Annuity
Benefits:
- The Satisfaction Of Helping People In Need
- A Lifetime Of Income For You
- An Immediate Tax Deduction
- Some Income Will Be Tax-Free
- You May Avoid Capital Gains Taxes
- Save On Estate And Probate Taxes
For more information, please contact the Resource Development Department at 407-835-0900 ext. 238.
