UNITED WAY OF DANE COUNTY FOUNDATION

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.

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.

2024 United Way of Dane County Foundation Board of Trustees

Terry Heinrichs, Chair
18Forty8 Private Wealth
 
Thomas E. Dott, Vice Chair
First Business Bank
 
Gary Schaefer, Secretary/Treasurer
Retired, Associated Bank
 
Chris Cain
Foley & Lardner
 
Robert Cottingham
Wipfli LLP
 
Walter Dewey
Resonant Capital Advisors
 
Jennifer Hannon
Godfrey & Kahn SC
 
Kirsten Houghton
SVA
 
Cedric Johnson
Exact Sciences
 
Paul Kundert, Ex Officio
UW Credit Union
 
Renee Moe, Ex Officio
United Way of Dane County
 
Ursula Norwood
Alliant Energy
 
Meg Prestigiacomo
Baird
 
Greg Rademacher
Buttonwood Partners, Inc.
 
Dorothy Steffens
Retired-Community Leader
 
Teo Trandafir
UW Credit Union

Active Honorary Trustees

 
Marion Brown
Retired-Univ of WI Foundation
 
Jeff Levy
Phillips Distributing Corporation
 
Catherine Taylor
 

Honorary Trustees

Marion Brown

Jeff Levy

Norma Madsen

Dale Mathwich

Catherine Taylor

Investment Committee

Meg Prestigiacomo
Chair

Terry Heinrichs

Jeff Levy

Greg Rademacher

Gary Schaefer

Teo Trandafir
 

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

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