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United Way of Berks County

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Q&A: How Can My Gift Last Forever?

If you would like to create a lasting legacy, an endowment may be the right gift for you. Here are some typical questions and answers about this type of gift.

Q. How can I create an endowment?
A. To create an endowment, you make a gift that we carefully invest. Then, each year a small portion of the endowment is used to support our mission. The rest of the fund remains invested to keep it healthy and growing far into the future.

Q. What's the best way to fund an endowment?
A. There are a number of different options. You can fund it today with gifts of cash or appreciated securities, or establish the endowment after your lifetime with gifts of retirement plan assets or life insurance benefits.

Q. Who decides how my endowment will be used?
A. You do. You may restrict your endowment to a particular cause or purpose, or you could provide unrestricted funds, which means our board can direct the annual portion to meet our most pressing needs.

Q. How can I be certain my wishes will be honored?
A. To ensure that your gift is always used according to your wishes, your charitable intentions are put in writing so there will never be confusion.

Contact Jean Morrow at 610-685-4587 or jeanmor@uwberks.org today to learn more about how you can leave a gift that lasts forever.

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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United Way's Mission

To be the steward of a voluntary community process which harnesses human and financial resources toward building a stronger community through collaborative resolution of identified health and human service challenges.

United Way's Vision

The United Way of Berks County will enhance the quality of life in our community by mobilizing the desire and capacity of people to care for one another.

United Way's Core Values

United Way of Berks County's role as a leader in the health and human services sector requires all persons involved with United Way of Berks County to assume responsibility of maintaining the public's trust. To fulfill this obligation to the community and to ourselves, our Core Values provide the foundation on which we base our actions and decisions. They are:

Integrity

Inclusiveness

Teamwork and Communication

Volunteerism

Impact

Community Leadership

Our Core Values are listed in detail in our Code of Ethics and Whistleblower Policy. To learn more about our Core Values, click here.