Endowment Fund

United Way of Southwest Missouri & Southeast Kansas has a rich history and has served the area for over eighty years. However, each year United Way loses pledge dollars due to the mobility of individuals in their jobs, the downturns in the economy, retirements and sadly, even the death of our loyal long-time donors.

By establishing an endowment fund, United Way hopes to someday off-set the loss of these campaign dollars we rely on year after year.

It is also our desire to also fund new programs, initiatives and community emergency needs with endowment earnings as well. The endowment principal will remain intact and only the earnings will be used for funding. This allows your gift to keep giving and giving long after you are gone.

How did the Endowment Fund begin?

United Way established an endowment fund with a bequest we received from a long-time donor and his spouse who had given to United Way through his company's payroll deduction plan. It was a pleasant surprise when their attorney called and informed us of this most thoughtful gift provided to United Way through their will.

At that time, the United Way board of directors decided that the gift should be placed in a separate fund, apart from the annual campaign dollars, to be used in the future. 

How is money given to the Endowment Fund?

With a little planning, you can perpetuate your annual gift by making a provision for United Way in your estate plans. There are several gift vehicles available to suit your individual needs. 

We encourage our donors to consult with their accountants, attorneys, financial planners or insurance representatives for professional advice on estate and tax planning. We want you to make the best gift for your individual and family needs.