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What is United Way of Brazoria County's Community Care
Endowment Fund?

The endowment is a special fund, which was initiated by one long-time supporter and friend. With his legacy gift, the board of directors designated the funds to be held and invested for the future of our United Way community.

Consistent with the mission of United Way, the endowment fund's goal is to provide effective and efficient health and social services in our community for future generations.

The assets of the endowment, its principal, are invested. The interest earned is used for the financial stability of United Way and to meet special needs as they arise, such as:

You can make a gift of cash in any amount at any time to the endowment fund. Appreciated stock, bonds or other securities can also be appropriate gifts. Gifts of securities are not subject to capital gains tax and can be listed as deductions on your income tax return at their current fair market value.

You can give your home or other appreciated real property to the endowment fund and take income and capital gains tax benefits. At the same time, you can continue to use the property and receive the income it generates.

You can make a gift through your will or other estate-planning documents. Your bequest can be a fixed amount, a percentage of your estate or a residue - a gift of whatever property is left after other bequests. You can include a contingent bequest in your will that provides, in the event that family or friends predecease you, part of your estate goes to the United Way of Brazoria County endowment fund.

Bequests are the simplest way to leave charitable gifts. They reduce your taxable estate and help our community at the same time.

You can also provide a future gift by making the endowment fund the beneficiary of a new or paid-up, but no longer needed, life insurance policy.

Through a life income plan, you can make a gift today and receive income from it for life or a term of years for you and/or your spouse or other beneficiary. A life income gift can benefit your income tax and estate planning in many ways.

A charitable gift annuity pays you or your beneficiary a fixed annual amount for life. The remainder of the assets goes to the endowment fund.

A charitable remainder unitrust pays you or your beneficiary an income that rises and falls with the value of the assets in the trust. At the end of the trust period or at the death of the last beneficiary, the remainder of the trust goes to the United Way Endowment Fund.

Send mail to kdemland@uwbc.org with questions or comments about this web site.
Last modified: June 25, 2008