Uniting Your Generosity Today
with the Legacy You Choose
United Way Didn’t Invent Fiscal Responsibility. We Perfected It.
United Way of Charlotte County (UWCC) has served our community for over 50 years. We put non-profit agencies who request funds from us through a rigorous evaluation process conducted by volunteers from the community? (Think of it as the Good Housekeeping seal of approval of the non-profit realm.)
Did you know the Charlotte County Board of Commissioners and the City of Punta Gorda rely on our recommendations as to how public funds should be used to support local non-profit agencies? And that we serve as the fiduciary and fiscal agent for these funds? That’s because, year after year, our sole focus is fiscally responsible investing in Charlotte County.
A 17 Year Dream Comes True
Almost two decades ago, a generous gift from the Dr. David Klein Family started an endowment to support the long-term operation of UWCC. Thanks to this gift, the UWCC board developed the United Way Foundation of Charlotte County to manage and grow the endowment with the vision of funding UWCC in perpetuity via planned giving. It's an opportunity not offered by most local charities.
"When I was President of the United Way of Charlotte County, we dreamed that some day our overhead expenses would be covered by an internal foundation fund. We now embark toward the goal of being able to tell donors that 100% of their charitable donation helps the human condition of all our neighbors. I committed myself to this task 17 years ago, and my commitment remains as firm as ever." - David M. Klein, MD FACS
The Goal - A $10 Million Endowment
Gifts to the United Way Foundation of Charlotte County help create a permanent and stable source of income for our community and UWCC. An unrestricted donation to the Foundation supports UWCC's approved partner agencies by reducing operating costs, resulting in increased financial support to those agencies.
This is Win-Win Philanthropy
It’s true that your gift will positively impact our neighbors and friends throughout Charlotte County. At the same time, YOU are the hero of this enterprise, and we plan to treat you accordingly. We will design and install in a public area an appropriate memorial with name recognition at the following level of your choice:
FOUNDER - $500,000 in gifts over 10 years / A pledge of $50,000 a year for 10 years or a one-time gift.
SUPPORTER - $250,000 in gifts over 10 years / A pledge of $25,000 a year for 10 years or a one-time gift.
BENEFACTOR - $100,000 in gifts over 10 years / A pledge of $10,000 a year for 10 years or a one-time gift.
DONOR - $10,000 in gifts over 10 years / A pledge of $1,000 a year for 10 years or a one-time gift.
For more information, call United Way of Charlotte County (941) 627-3539.
A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. FDACS's toll-free number is 1-800-HELP-FLA (435-7352).