Donor Advised Funds

United Way of Palm Beach County’s Premiere Planned Giving Option

Donor-advised funds are the fastest-growing charitable giving vehicle in the United States because they are one of the easiest and most tax- advantageous ways to give to nonprofit organizations. Now you can open your own fund through United Way of Palm Beach County.

A Donor-Advised Fund at UWPBC is a trusted philanthropic vehicle that is simple to create, convenient to manage, and flexible enough to offer you as much hands-on involvement as you would like. You may contribute to the fund when it is most financially advantageous for you and your family.

First, set up your fund. Make a gift of cash or other assets worth at least $10,000 to establish your fund. Choose the name for your fund. You can include multiple successors whom you name. Easily set up your Donor Advised fund with a check, credit card, stock transfer or other securities. Your funds are invested by experts from The Community Foundation of Palm Beach and Martin Counties with the goal of protecting principal, generating income, or ensuring capital growth to benefit your charitable purpose.

Enjoy the benefits of professional management and the ease of low maintenance to create a philanthropic legacy for you and your family.

Endowment and Planned Giving

United Way offers many ways to make planned gifts and create a legacy of impact in Palm Beach County.

Tocqueville Society

With an annual gift of $10,000 or more to United Way of Palm Beach County, you can join a group of local philanthropists and leaders who are helping create sustainable change in Palm Beach County.