UNITED WAY OF DANE COUNTY FOUNDATION

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.

2020 United Way of Dane County Foundation Board of Trustees

Elizabeth Heiner 
Chair
Boardman & Clark LLP

Jennifer Hannon
Vice Chair
Godfrey & Kahn S.C

Gary Schaefer
Secretary/Treasurer
Retired, Associated Bank

Ryan Behling
ex officio
Merrill Lynch

Donald Bernards
Baker Tilly LLP

Marion F. Brown
Retired, Univ. of WI Foundation

Robert Cottingham
Wipfli, LLP

Walter Dewey
Resonant Capital Advisors

Thomas E. Dott
First Business Bank

Terry Heinrichs
Merrill Lynch

Jaimes Johnson
UW Credit Union

Andrew King
King Financial Group, LLC

Jeff F. Mack
Park Bank

Renee Moe
ex officio
United Way of Dane County

Meg Prestigiacomo
Baird

Greg Rademacher
Buttonwood Partners

Thomas Walker
Mid-West Family

Elizabeth Heiner 
Chair
Boardman & Clark LLP

Jennifer Hannon
Vice Chair
Godfrey & Kahn S.C

Gary Schaefer
Secretary/Treasurer
Retired, Associated Bank

Ryan Behling
ex officio
Merrill Lynch

Donald Bernards
Baker Tilly LLP

Marion F. Brown
Retired, Univ. of WI Foundation

Robert Cotti

Robert Cottingham
Wipfli, LLP

Walter Dewey
Resonant Capital Advisors

Thomas E. Dott
First Business Bank

Terry Heinrichs
Merrill Lynch

Jaimes Johnson
UW Credit Union

Andrew King
King Financial Group, LLC

Jeff F. Mack
Park Bank

Renee Moe
ex officio
United Way of Dane County

Meg Prestigiacomo
Baird

Greg Rademacher
Buttonwood Partners

Thomas Walker
Mid-West Family

Honorary Trustees

John Bolz

Marv Conney

Jeff Levy

Dale Mathwich

Loren Mortenson

Thomas G. Ragatz

John Bolz

Marv Conney

Jeff Levy

Dale Mathwich

Loren Mortenson

Thomas G. Ragatz

Investment Committee

Terry Heinrichs, Chair

Jeff Levy

Meg Prestigiacomo

Greg Rademacher

Gary Schaefer

Terry Heinrichs, Chair

Jeff Levy

Meg Prestigiacomo

Greg Rademacher

Gary Schaefer

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

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