UWPV Endowment

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LIVE UNITED Today, Tomorrow, and Forever

Every day for more than 90 years, United Way supporters create opportunities and inspire hope for a better tomorrow. There’s a way to continue your support forever: Make a legacy gift to the United Way of Pioneer Valley Endowment.

With astute, mission-minded volunteer leadership and your financial investment, the endowment has and will continue to serve as a foundation for the United Way of Pioneer Valley’ next 90 years of service to the community.

Endowment creates tangible and sustainable resources that are dedicated, forever, to our mission. The work of today may not be the work of tomorrow. Our population will continue to grow and change. Challenges we have not envisioned will arise.

The United Way of Pioneer Valley Endowment will guarantee our ability to respond to the changing landscape of the Pioneer Valley. We will build capacity for both present and future needs, for generations to come, to achieve lasting community impact beyond what an annual campaign can accomplish.

If you are interested in learning more about how to establish a new endowment, please let us know. Here are some things to remember as you plan:

  • Any amount may be given to the endowment, either as an outright or deferred gift. Simply designate your gift to the Endowment.
  • Endowment funds are primarily unrestricted but may be designated to support any part of United Way of Pioneer Valley’s work that reflects your specific area of interest.

There are numerous ways to give to the Endowment, some of which may be made now with little or no current cost to you. All deferred or planned gifts are primarily designated to the endowment, so your gift becomes a permanent legacy. Below is a menu of some of the available options. Please contact us to discuss a plan that’s right for you.

  • Make an outright gift of cash or stock.
  • Make a planned gift through your will or living trust.
  • Designate United Way as a beneficiary of a retirement account.
  • Donate a new or existing life insurance policy.

One-time gifts are gratefully accepted. Multi-year pledges can be accommodated and may allow a higher level of commitment. However you choose to give, your generosity is deeply appreciated.
Here are examples of pledges over five years. We would be happy to talk with you about a gift that is appropriate for you.

Annually
Monthly
Over 5 Years
Platinum
$50,000
$4,166.67
$250,000
Gold
$20,000
$1,666.67
$100,000
Silver
$10,000
$833.34
$50,000
Bronze
$5,000
$416.67
$25,000
Members
$1,000
$83.33
$5,000

Extend Your Annual Gift

Consider making a gift that will continue your annual contribution for years to come. As an example, a gift of $25,000 to the endowment creates $1,000 in revenue every year to United Way. And your gift will continue to grow forever.

Year
Annual Withdrawl
Balance
Year 5
$25,000
Year 10
$1,160
$27,833
Year 15
$1,326
$31,830
Year 20
$1,600
$38,408
Year 25
$1,830
$43,923

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