Overview

Income from the Endowment fund, depending on whether the funds are restricted or unrestricted, help supplement current and new programs. When a donor makes a gift or signs a letter of intent to the endowment fund, they become a member of The Legacy Society. A member of the Legacy Society agrees to make a planned current gift, which has a $5,000 minimum, or deferred bequest that has no minimum, to the United Way of Youngstown and the Mahoning Valley Endowment Fund. The Legacy Society does request that the current gift be above and beyond the annual campaign contribution.

Endowment Finance Committee:

This sub-committee develops short and long term investment strategy and reviews Endowment account activity.

Parker T. McHenry, Chair, Retired
David Konik, Co-Chair, Second National Bank
Karen S. Cohen, Packer Thomas
Thomas P. Costello, James & Sons
G. L. Mears, Retired
James M. Rosa, Hill, Barth & King
Scott Schulick, Butler Wick & Company

United Way of America Planned Giving Link:

If you would like additional information about planned giving, please visit the United Way of America's planned giving site which was created to assist you with various gift planning options as you consider making a contribution to support your community while meeting your family's financial needs.

Planned Giving the United Way