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IAC Sourcebook

The United Way
of Martin County Foundation

A Case for Giving

The United Way of Martin County Foundation exists to support United Way of Martin County's mission to increase the organized capacity of people to care for one another.

The Foundation provides a long-term base of support and the flexibility to strengthen our community as it changes. Through the Foundation, individuals and families can leave a lasting legacy of caring.

An investment in the Foundation benefits children, families and seniors by addressing vital, changing needs of our community. Foundation donors can focus their gifts in a specific area they feel passionately about or they can support the overall common good. Most importantly, the Foundation creates a safety net that provides for all our citizens.

Most of us give time, talent and treasures to charitable organizations throughout our lives. We experience the joy that comes from giving to a charity that puts our values and priorities into action. Many of us have our personal reasons for charitable giving while we are living; but statistics show that only a few of us have thought about making a charitable gift that will leave a legacy long after we are gone.

• 70% of the U.S. population give to charities annually.

• Only 6% leave gifts to charity through their wills and estates.

• Over the next 40 years, an estimated $41 trillion to $130 trillion will pass from one generation to another.

The magnitude of this wealth will exceed what most people believe is necessary to provide for their children after they die. They will have enough wealth to take care of loved ones and make charitable donations.

There are several ways to give to the United Way of Martin County Foundation. Please consider some of the following and read more about them:

• Bequests in a will

• Charitable gift annuities

• Charitable remainder trusts

• Life insurance

• Retirement plans

• Immediate gifts

• Planned giving

For more information, please contact:

Jennifer Jolly, Director of Major Gifts and Planned Giving
E-mail: jjolly@unitedwaymartincounty.org
Phone: (772) 283-4800, ext. 243

Planned giving through the United Way enables you to simplify your charitable community contributions through one gift that will meet a wide variety of needs. We will be happy to meet with you and your attorney and/or financial advisors to discuss choosing a method of giving that's best for you.

Legacy Society

The Legacy Society honors people who have made a donation or commitment to the United Way Foundation through immediate gifts, a bequest, a trust, or naming UW as a beneficiary of IRA, pension plan or life insurance.   Read more>>

Special Grant

In January 2007, United Way Foundation made a grant of $20,000 to the Boys and Girls Clubs to transform the old Palm City firehouse into a new clubhouse that will provide quality after-school and summer activities for youth in Palm City.
Read more >>

Update 2008 >>

Board of Governors  

The Foundation's volunteer-led Board of Governors recommends policy and strategies concerning gifts made from the Foundation to the United Way of Martin County.

Members of the United Way of Martin County Foundation's Board of Governors:

• Vicki Junod, Chairwoman

• Robert Thomas, Treasurer

• Jim Vojcsik, Secretary

• Theodore Brown

• Jamie Chapogas

• Leo Clancy

• Robert Crandall

• Edie Donohue

• Richard Genthe

• Sue Hershey

• Clifford Mandody

• Brian Polhemus

• Kevin Powers

• Mike Reilly

• Frederic Salerno

• Jill Webb-Forbes

Professional Advisory Committee:

The following dedicated professionals volunteer their time and talents in support of the United Way Foundation:

• Steven Beres

• Warren Borsch

• James Campo

• Thomas Carluccio

• Jamie Chapogas

• Nancy Crowder-McCoy

• Michael D. Dadko

• Margaret May Damen

• Nola Falcone

• Britt W. Frank

• Priscilla Gayle Gibson

• Marta V. Giuntoli

• April Hicks

• Bonney A. Johnson

• Richard T. Kilgore

• Clifford Mandody

• Donna Naglreiter

• Theresa M. Pietrucci

• Beth Teardo Prinz

• Kathy Saigh

• Lisa A. Schneider

• Todd Thurlow

• Daniel Todzia

• Brent Winans

• Steven J. Wood

• Donald Zimmerman