| Through the United Way Endowment Fund you can support United Way's mission-today and in the future. The principal of your investmetn will be maintained while the income will help advance the Agenda for Change. As our community changes your gift of any size to the Endowment will help create the most effective solutions. |
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| Your annual gift is important to our community. By endowing it you can continue to improve lives and strengthen southest Wyoming for generations to come. The Endowment is your opportunity to create a legacy of giving. |
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Cash
The simplest way to support the Endowment is with a gift of cash. Many donors choose to make gifts to honor or memorialize a caring community member or loved one. |
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Gifts Through a Donor's Will
Wills allow a donor to bequest a percentage of an estate, a specific gift amount or a residuary estate. The legal name used in these documents is United Way of Southwest Wyoming Endowment Fund. |
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Gifts of Appreciated Securities
Gifts of appreciated stocks, bonds or other securities held in excess of one year are often very tax-wise and allow donors to give generously to United Way. |
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Retirement Funds, Life Insurance & Bank Accounts
Naming the Endowment Fund as a beneficiary is a generous way to make a legacy or deferred give "outside" of a will. |
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Charitable Gift Annuities
Donors receive steady payments through the investment of these irrevocable gifts. Upon the donor's death, the remainder of the gift goes to the Endowment. |
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Split Interest Gifts
Split interest gifts are really two gifts, one that is present interest and one that is future interest. Typically, the present interest gift is a lifetime flow of income back to the donor. The future interest gift is the amount the charity will receive at the death of the donor. Examples include charitable remainder trusts and retained life estates. |
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| Work with your independent advisor to identify a giving method that best meets your financial and philanthropic needs. You may be able to reduce or elimate your capital gains tax, reduce your income tax and decrease tax liabilities. |
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| Please contact us if you have included United Way in your estate plans, if you would like to make a contribution to the Endowment Fund, or if you would like additional information. |
