Endowment

Today.Tomorrow.United Way.

Our endowment fund is invested to produce annual income in order to sustain our mission far into the future.  

Our endowment fund, established with the Rochester Area Foundation, keeps endowed dollars in perpetuity providing United Way of Olmsted County with annual earnings to carry out our important work.

We are continually working to identify needs, evaluate programs and direct resources to help address those needs. Through the Endowment, we can secure the resources needed, so that when the problems are identified, we are prepared to address them. The Endowment can fund special projects that address emerging needs of the county. 

"My gift to United Way's endowment matters because I can provide a gift over several years and in planned (estate) giving know that I will always benefit the United Way organization. Only appreciated value of the gifts will be used annually, but the principal will remain for future generations. A great way to leave a legacy gift to our community." - Bill Wiktor, IBM Retiree

 

How can I utilize my estate plan to give to the United Way of Olmsted County Endowment?

There are many tools to use in estate planning. The simplest is a bequest in a donor's will. Others include securities, life insurance, retirement income gift annuities and remainder trusts. Work with your financial professionals to discuss which options are best suited to your individual situation. 

 

How can I give to the Endowment?
  • An outright gift of cash
  • Naming the UWOC Endowment in a will
  • Identifying the UWOC Endowment as a beneficiary of an insurance policy
  • Through a gift of real estate
  • A charitable gift annuity
  • The transfer of stock
  • A memorial gift

Each of these methods would be accompanied by an appropriate tax advantage, and many fall into the planned giving arena.  Our staff can help with the initial steps toward the culmination of your gift. Gifts and pledges may be sent to: United Way of Olmsted County or to the Rochester Area Foundation designated for the United Way Endowment Fund.

 

Endowment Pledge Form
Endowment Brochure

Please email RD@uwolmsted.org to get connected to a staff member who can answer your questions and can assist you in establishing an endowment gift.