Foundation
You're an important part of our history
let's make it a legacy
Our community thrives by living united. Your legacy gift could continue to make a difference in the lives of Indian River County families for generations to come.
If United Way of Indian River County has been an important part of your charitable giving, we would welcome an opportunity to meet with you and discuss legacy options that best suit you and your family’s goals.
While the Annual United Way Campaign significantly impacts immediate needs, estate gifts can provide long-term support and flexibility to meet the emerging needs of our community well into the future.
For more information on making a meaningful legacy gift to the United Way Foundation, please contact Jessica Schmitt, Director of Philanthropy at (772) 567-8900, ext. 121 or [email protected]
United Way Foundation
2024-25 Board of Directors
- Margo Lind | Chairman | Seacoast Bank
- Sharon Northrup | Vice Chairman
- Mike McGee | Secretary | Divergent Capital Asset Management
- Peter Calfee | Treasurer | Calfee Financial
- Dana Apfelbaum | Shareholder, Dean Mead Minton & Moore
- Alex Batt | Partner, PIM Portfolio Manager, Warren Capitol Management
- Meredith Egan | (non-voting) | CEO, United Way of Indian River County
- Chris Hill | President, The Hill Group
- Dr. Stuart Hirstein | Head of School, Saint Edward's School
- Dawn Michael | Community Leader
- Kyle Morgan | Senior Vice President, Nelson Morgan Wealth Management Merill Lynch
- Dillon Roberts | Partner, Gould Cooksey Fennell
- Suzanne Seldes | Director of Marketing and Communications, Vero Beach Museum of Art
- Leslie Swan | IRC Supervisor of Elections
What is an endowment
An endowment is a permanent fund that is carefully invested for growth and to earn interest income. It provides a dependable revenue system year after year. The principal, or gifts to the endowment, remain intact and a portion of the investment return is available annually to support and sustain the mission of an organization. The United Way’s endowment works in tandem with the Annual Campaign to build capacity in meeting both current and future needs and provides long-term financial security.
I already donate to the annual campaign.
how will my gift to the endowment affect my donation?
The United Way appreciates your loyal annual support. A gift to the Foundation is a way to ensure that your support continues in perpetuity. A gift to the Annual Campaign impacts lives today and a gift to the Foundation impacts lives forever.
are there options in designating my endowment gift?
Yes. Placing the emphasis on our donors and their charitable intentions, the endowment is comprised of a restricted fund and an unrestricted fund. You may choose to make a gift to the restricted fund which supports United Way partner agency programs, or you may choose to make a gift to the unrestricted fund which more broadly supports all United Way’s roles in the community.
Who manages the endowment?
The United Way Foundation is governed by a local volunteer Board of Directors. It is comprised of estate planning attorneys, CPAs, Certified Financial Planners, trust officers and community leaders who are focused on devising the best strategies to build and invest the endowment, continually monitoring performance. You can rest assured that your endowment is in the best hands possible.
