INSIDE SHEETS - USE 6:9

United Way Endowment For The Future At A Glance

United Way Mission

The United Way of Iredell County, Inc., improves our community and its people by uniting partners to
meet local health and human service needs.

Endowment Fund Purpose

The purpose of our endowment is to provide caring community investors the
opportunity to make available a stable funding source for programs and
initiatives crucial to the long-term success of Iredell County.

Projected Fund Balance 2020 Endowment Goal
$1,000,000 $3,000,000

as of 8/1/2016

The Board and Endowment Committee have set the
following priorities for use of Endowment Funds:

1. As a potential pool of funds to access in times of community emergency or natural disaster.
2. To build capacity and award excellence in local non-profit and service organizations.
3. To provide resources for a periodic community wide needs assessment and planning process and

allow for targeted investment to prioritized issues.
4. To provide targeted scholarships to local youth who are making an extraordinary difference in our

community through service.

History of the United Way & Endowment Fund

United Way of Iredell County is currently in its 62nd year of operation. Locally, United Way recruits
individuals and organizations who bring the passion, expertise and resources needed to get things
done. We focus on three main issue areas: Education, Income and Health.

Over the past 62 years your United Way has invested more than $31,500,000 in Iredell County
programs and services.

United Way of Iredell County is part of a worldwide movement that has served communities since
1887 when it was formed in Denver, Colorado to help community leaders coordinate charitable
services. Since then, the movement has grown to over 1,300 United Ways across the country and to
countries around the world.

United Way of Iredell County’s strength continues to be the difference we help make possible locally.

Every year, United Way helps over
50,000 individuals and families in your

community by creating
opportunities for a better life for all.

The United Way Endowment for the Future
was created in 2012 through a series of generous

gifts from Frank and Linda Johnson (pictured to
the left). Other donors soon joined them in
creating this fund as a tool to enhance the
long-term impact made possible through
United Way. The growth of this fund was
greatly impacted by a bequest from
Mary Tomac Miller in 2016.

Why This Fund Makes United Way Stronger

Endowment Gifts And Planned Giving High Return On Our Investment (ROI)
Provide Growth Not Possible Through

The Annual Campaign

A) The nature of workplace giving is changing. A) Even through present value analysis
This threatens some traditional revenue deferred gifts have higher ROI than other
sources. growth strategies.

B) United Way estimates it will lose 30 to 40% B) Endowments generate predictable income
of our donor base to retirement in the next at low cost despite little market growth since
20 years. 2007.


C) The best growth strategy is to perpetuate

the support of existing donors while also
attracting new gifts.

By Focusing On The Future We Also Donors Like Having Choices

Build A Stronger United Way Today On Ways to Give

A) Donors who make planned or outright

endowment gifts are stronger and more A) By offering both; giving options for today

loyal annual givers. and tomorrow, donors can make much larger

gifts than would otherwise be possible.

B) New donors are attracted to organizations B) Donors should have the option to
with stability and a long-range vision.
contribute to the future of an organization

they have supported over a lifetime.

Loyal Donors Who Believe In United Way’s Mission Want To

Help United Way Succeed.



A) Long-term loyal donors who believe in United Way’s mission are often excited

about the opportunity to enhance the ability of United Way to expand and

grow into the future.

B) Large foundations and independent endowments typically will direct funding
to direct service . This enhances the importance of an organization
having flexiblity.

Why This Fund Makes Our Community Stronger

Most of us feel very lucky to live in Iredell County. Our community has natural beauty, good schools, helpful
neighbors and small town feel built upon a tradition of mutual trust and genuine concern for each other. A
collaborative spirit is the hallmark of our outstanding community. Yet our communities and families right here
also face long-term challenges that threaten our continued success.

A gift to United Way Endowment for the Future helps to address these root causes and provides an investment
that will positively impact the community into the future. When you choose to partner with United Way of Iredell
County, as you have so often over the years, you can be assured that:

Your Gift Matters, has Your name can forever United Way of Iredell
an impact. The United be attached to something County is effective,
Way is accountable to wonderful. Through the efficient, and experienced.
and managed by establishment of our With over 62 years of
volunteers from across Endowment Society, your experience in this
our community, that gift to this community will community, there is no
assure our priorities be recognized today and other agency that has
match the current needs far into the future. driven impact like United
of our community. Your Way over the decades.
gift will help shape the The experience, scope,
future and solve and continued relevance
problems we cannot of United Way means your
imagine today. gift will be in good hands.

The Board and Endowment Committee have set the following
priorities for use of Endowment Funds:

1. As a potential pool of funds to access in times of community emergency or natural disaster.

2. To build capacity and award excellence in local non-profit and service organizations.

3. To provide resources for a periodic community wide needs assessment and planning process and
allow for targeted investment to prioritized issues.

4. To provide targeted scholarships to local youth who are making an extraordinary difference in our
community through service.

How You Can Help

You already have a significant and meaningful long-term relationship with United Way. Take the next step
and make United Way’s Legacy your own by ensuring that future generations will have the resources to
continue improving lives and community conditions throughout our community. You can do this by making
a planned gift to United Way’s endowment. These gifts housed in the endowment will help by improving
lives for generations to come.

Gift planning professionals at United Way of Iredell County and the Foundation for the Carolinas are here
to help whether or not your goal is leaving your legacy, supporting a program initiative of great interest to
you, creating a lasting remembrance of the values you embrace, making yourself happy, supplementing
your income, or lowering your taxes. We will partner with you, your family, and your financial advisor to
help you achieve your personal philanthropic goals while ensuring that your philanthropic vision is a reality.

Endowment Fund Purpose: The purpose of our endowment is to provide caring community investors the
opportunity to make available a stable funding source for programs and initiatives crucial to the long-term
success of Iredell County.

Gifts That Help Now

• Cash, Property & Appreciated Stock
• Giving appreciated stock may allow you to avoid capital gains further; lowering your cost for the gift.

Gifts That Help Later

• Beneficiary Designation
• You may name United Way in an existing life insurance policy or retirement account through a change

of beneficiary form. The change of beneficiary form can be requested from your plan administrator or
insurance provider. This can provide an easy way to give to an important cause without paying the
• estate tax or tax that is charged when individual beneficiaries receive the transferred fund.

Charitable Bequest
• Involves naming United Way in your will or estate plan. This provides a gift to United Way when you pass away.

You can leave a percentage of your estate, a specific dollar amount, or what is left when all other bequests are
fulfilled. Many donors make a charitable bequest because they are:
1. Easy: When drafting your will, your attorney can help you add United Way in a way that is
meaningful to you and your family.
2. Revocable: You have the ability to alter your bequest anytime.
3. Smart: You maintain control of your assets while living. Charitable bequests are also not subject to
federal estate taxes.