UNITED WAY OF DANE COUNTY FOUNDATION

Facebook Twitter Linkedin Envelope Instagram

Our Purpose

The United Way Foundation exists to support United Way’s mission of improving lives and strengthening Dane County.

Our community is dynamic. 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.

The Foundation is helping us achieve the critical goals identified by the community as the Agenda for Change. Every year, it contributes to the resources United Way mobilizes to strengthen our community and increases our impact. By investing in the Foundation today, you help tackle the root causes of problems in perpetuity. The principal of your gifts will be maintained while the income is used to create real results, today and tomorrow

Foundation Impact

More than

$ 1

 distributed since 1994 to support Education, Income and Health in Dane County.

1 +

named Funds generously established by community members for lasting impact.

More than

$ 10

Committed, with the first loan distributed in 2019.

Ways to Give

The Foundation’s legal name is United Way of Dane County Foundation, Inc. The Foundation’s EIN is 39-1763471.
For questions, please contact foundation@uwdc.org.

Video: United Way of Dane County Foundation Celebrates its 25th Anniversary
In 2018, the United Way of Dane County Foundation celebrated 25 years of supporting the Dane County community. Click the link below to learn more about the Foundation’s first 25 years and hopes for its future.
Watch video here
Foundation Loaned Executive Grants
The application for the 2023 Foundation-Loaned Executive grants is now open! United Way of Dane County is once again seeking to support BIPOC-led non-profits in Dane County in their missions to continue to support our community. Since 1994, the United Way of Dane County has awarded $270,000 in these grants to local non-profits.
Learn More
Jack DeLoss Taylor Charitable Trust
Among our earliest United Way supporters, the Taylor Trust endowed its support with a $1 Million commitment to United Way of Dane County Foundation in 2019!
Previous slide
Next slide

The simplest way to support the Foundation is with a gift of cash. Many donors choose to make gifts to honor or memorialize a caring community member.

By contributing $5,000, either with one outright gift or a multi-year pledge, a permanently named fund can be established. This allows the donor to make an annual gift to United Way or support an area of interest.

Depending on the circumstances, gifts of appreciated stocks, bonds or other securities held in excess of one year are often very tax-wise and allow donors to give generously to United Way.

Testamentary gifts allow a donor to bequest a percentage of an estate, bequest a specific gift amount or bequest a residuary estate. The legal name to use in these documents is United Way of Dane County Foundation, Inc.

Naming the United Way Foundation as a beneficiary is a generous way to make a legacy gift “outside” of a will.

Donors receive annual payments through the investment of these irrevocable gifts. Upon the donor’s death, the remainder of the gift goes to the Foundation.

Foundation Donation Page

Resources

2023 Foundation Loaned Executive Grants RFP
Apply for 2023 Foundation Loaned Executive Grant
Foundation Information Flyer
Foundation Financials
Foundation Commitment Form
Foundation FAQ
CODICIL (RESIDUARY)
CODICIL (SPECIFIC DEVISE)
Affordable Housing Fund Flyer
Affordable Housing Fund Commitment Form
FreeWill.com
Gift Law Newsletter
Estate Planning Workbook

2023 United Way of Dane County Foundation Board of Trustees

Terry Heinrichs
Chair
18Forty8 Private Wealth

Thomas Dott
Vice Chair
First Business Bank

Gary Schaefer
Secretary/Treasurer
Retired, Associated Bank

Kristin Balistreri
Poehling Capital Management, Inc.

Robert Cottingham
Wipfli, LLP

Walter Dewey
Resonant Capital Advisors

Jennifer Hannon
Godfrey & Kahn S.C.

Elizabeth Heiner
Retired, Boardman & Clark LLP

Cedric Johnson
Exact Sciences

Jaimes Johnson
UW Credit Union

Andrew King
King Financial Group, LLC

Renee Moe
ex officio
United Way of Dane County

Ursula Norwood
Alliant Energy

Meg Prestigiacomo
Baird

Jay Sekelsky
ex officio
Zermatt Partners

Dorothy Steffens
Community Leader

Honorary Trustees

John Bolz

Marion Brown

Jeff Levy

Norma Madsen

Dale Mathwich

Catherine Taylor

Investment Committee

Meg Prestigiacomo
Chair

Terry Heinrichs

Jeff Levy

Greg Rademacher

Gary Schaefer

Kristi Shepard, Director, Foundation & Gift Planning (608) 246-4399 foundation@uwdc.org

Kristi Shepard, Director, Foundation & Gift Planning
 (608) 246-4399 foundation@uwdc.org

Postal:
2059 Atwood Ave
P.O. Box 7548
Madison, WI 53707-7548