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Philanthropic Funds
A philanthropic fund, also called a donor advised fund, offers individuals a method of giving without the costs of establishing a private foundation.
With a minimum gift of $2,500 donors or their designees make recommendations for gifts to qualified charities. Philanthropic funds may eventually become a permanent endowment, perpetuating annual campaign support or endowing other philanthropic interests.
This vehicle for giving is ideal for those who:
- Write multiple checks to a variety of 501(c)(3) organizations throughout the year.
- Want the convenience of writing one check and collecting one receipt for tax preparation.
- Would enjoy the customer service that United Way offers in distributing funds on the donor's own timetable.
- Would enjoy being recognized not only by United Way as a leadership donor, but by each organization that receives distributions.
By establishing a Philanthropic Gifts Fund, donors can make outright gifts to their special charitable interests. Through this program, donors fulfill their personal charitable goals while enhancing the dynamic and results-driven United Way system
If you have a Philanthropic Fund and would like to make a distribution, please click the following links to download our forms:
Click here for our Distribution Form [Word Doc 285KB]
Click here for our Distribution Guidelines [ PDF 107KB]
For more information about Philanthropic Funds, please contact:
Margie Puerta Edson
Vice President, Major Gifts & Donor Relations
medson@unitedwaytucson.org
520.903.9000 ext.289
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