United Way of Central Virginia has an established Endowment Fund as well as Special and Planned Giving opportunities to support its mission of identifying the community’s critical human service needs and addressing those needs through aggressive fundraising and effective allocation of resources.

The United Way Endowment Fund is a special fund, with various options separate from our annual campaign, and is managed by the Greater Lynchburg Community Trust. It is designed to provide additional support for creating solutions for today and tomorrow. The fund will directly impact our ability to strengthen our community for the next 100 years, and in particular, help assure that our annual giving funds are used to support the critical needs of our community and the United Way Member Agencies which provide these services.

United Way of Central Virginia, founded as the Lynchburg Community Chest in 1921, has a successful 85-year history of being a leader in
providing support to numerous local health and human service agencies, investing in excess of 92 million dollars through charitable giving during this time. Through the traditional annual campaign, the promotion of volunteerism and collaborative efforts, your United Way provides an efficient and effective way to help those in need.

By integrating a dynamic Endowment and Planned Giving program into its traditional fundraising strategy, United Way of Central Virginia is
positioning itself to confront the pressing problems of today and be prepared to address the critical human needs of future generations.

Endowment Fund

Consideration may be given for making a gift to the Endowment Fund. All gifts to the endowment will be invested. Only the investments earnings will be spent, ensuring the principal gift will grow in
perpetuity.

The income will be invested in our community, assuring that it will always help when and where it is needed most. A major goal is to grow our Endowment to offset operating costs so that all annual campaign funds would go towards providing services for critical human needs.

Where Does the Money Go?

An investment in the Endowment Fund can fulfill a range of future community needs; reflect a donor’s special interests; or support United Way operations as it works to address the critical human needs of Central Virginians. Several critical need areas such as early
childhood education and development have been identified for financial support.

Planned Giving Opportunities

You and your financial advisor can select the gift, restricted or unrestricted, and the option that best balances your needs and personal wishes with your interest in United Way through a number of Planned Giving opportunities. Ways to give include:

Special Gifts
Gifts of cash, appreciated securities and real estate are some of the options that may provide ideal tax savings for you.

Bequests through Will
Naming United Way of Central Virginia in your will is one of the easiest ways to make a lasting impact on future generations. Bequests may be in the form of cash, securities, real estate, property, or a percentage of your estate.

Charitable Gift Annuities
This is a simple, easy way to prudently plan for your financial future and support of United Way. This gift could allow you to receive a guaranteed lifetime income and save taxes.

Charitable Remainder Trusts
Place assets in a trust and the earnings are paid as income to you and your beneficiaries with the principal going to United Way.

Charitable Lead Trusts
Another option would be to place assets in a trust for a specific period of time - the earnings go to United Way during the life of the trust and the principal goes to your beneficiaries when the trust terminates.

Life Insurance
Naming United Way as the beneficiary or partial beneficiary of a life insurance policy is another simple way to make a lasting gift to United Way and realize significant tax savings. An outright gift of a paid up
insurance policy may also be made.

Retirement Plans
You may choose to name United Way as the beneficiary of a portion of your retirement plans.

For more information please contact:

Marc Jordan
President and CEO
United Way of Central Virginia
(434) 846-8467
marc.jordan@unitedwaycv.org

Tax ID Number: 54-0505923