Purpose of the Endowment Fund

To sustain the mission of Orange County United Way as a vital community resource now and in to the future.

Objectives of the Endowment Fund

To provide a source of income to fund Orange County United Way’s operational costs, thereby protecting against fluctuations in annual campaign revenue and maximizing the amount of resources focused on our community’s most critical needs.

In addition, to enhance annual campaign revenue from income generated by endowed gifts created by donors who wish to perpetuate their support of United Way past their lifetime.

Types of Funds

The General Endowment Fund provides the greatest flexibility to achieve United Way’s mission.

The Donor Restricted Endowment Fund is restricted by the donor for a specific purpose but compatible and supportive of our mission.  A minimum gift of $100,000 is required to establish a Donor Restricted Endowment Fund.

Legacy Society

There is no minimum gift to the Endowment Fund.  However, for permanent recognition in the Legacy Society, a minimum of $25,000 is required.

Types of Gifts

Types of gifts accepted in to the Endowment Fund include cash, securities, closely held stock (with restrictions), real property, tangible personal property (art, jewelry, airplanes, other vehicles, etc.) and savings bonds.

For more information, contact Orange County United Way at (949) 660-7600.