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Philanthropy Account Guidelines

Terms and Conditions

These Philanthropy Account guidelines describe the philanthropy fund program of UWRI, as well as important policies, procedures and benefits associated with creating and maintaining a Philanthropy Account. All activities of UWRI’s Philanthropy Account program are subject to the terms and conditions of this document. United Way reserves the right to modify the program at any time as Internal Revenue Code (IRS) and regulatory changes may require or as UWRI prescribes from time to time.

Be assured that we will make every effort to fulfill your gift distribution request as permitted by the policies and procedures applicable to these transactions.

You can establish a Philanthropy Account by completing a Donor Advised Fund Agreement form and providing an initial contribution of at least $1,000. Please email the completed form to Sandy Smithson at sandy.smithson@uwri.org. Your Philanthropy Account held at UWRI is classified as a Donor Advised Fund (by the IRS) and as such, contributions to United Way through this fund are irrevocable and immediately tax deductible to the fullest extent under the law.

As a donor, you may request distributions from your Philanthropy Account to a qualified charitable organization. A minimum distribution of $25 is required. UWRI will verify that the charitable organization is a qualified 501(c)3 according to IRS Tax Code laws. These are organizations described in Internal Revenue Code (IRC) section 501(c)(3) to which contributions are tax deductible and that qualify as public charities within IRC section 170(B)(1)(A).

Requests may be submitted to UWRI via phone, fax, e-mail, or online through UWRI’s website. You may also complete a Philanthropy Account Distribution Request Form and mail it to UWRI. Once approved by the Philanthropy Account Manager, your gift will be mailed to the appropriate charitable organization. Notification will be sent to you and the charitable organization within 10 business days from the date the request was received. In the event that a request cannot be approved, UWRI will notify you within 10 business days from the date the request was received.

Below are the exceptions for which United Way cannot process your requested distribution:

Philanthropy Account Contributions are Not Refundable

Any balance remaining on a Philanthropy Account at the end of the calendar year (December 31) will be transferred to United Way’s Community Impact Fund. In the event of the death of a donor(s), all remaining funds shall be transferred to United Way’s Community Impact Fund.

Statements and Reporting

UWRI will provide you with quarterly statements of your account activities in early April, July and October. In late January, you will receive a complete record of your account for the previous calendar year.