Kristi Shepard, Director, Foundation & Gift Planning
phone: (608) 246-4399
email: foundation@uwdc.org
Postal: 2059 Atwood Ave | P.O. Box 7548 | Madison, WI 53707-7548
United Way Foundation
Our Purpose
The United Way Foundation exists to support United Way’s mission of improving lives and strengthening Dane County.
Our community is dynamic. The Foundation provides a long-term base of support and the flexibility to strengthen our community as it changes. Through the Foundation, individuals and families can leave a lasting legacy of caring.
The Foundation is helping us achieve the critical goals identified by the community as the Agenda for Change. Every year, it contributes to the resources United Way mobilized to strengthen our community and increases our impact. By investing in the Foundation today, you help tackle the root causes of problems in perpetuity. The principal of your gifts will be maintained while the income is used to create real results, today and tomorrow.
Foundation Impact
$8,200,000
To unite the community to achieve measurable results that change lives—today and tomorrow
145
Named Funds generously established by community members for lasting impact
$850,000
Loaned to date
for Affordable
Housing
developments
Ways to Give
The Foundation’s legal name is United Way of Dane County Foundation, Inc. The Foundation’s EIN is 39-1763471.
For questions, please contact foundation@uwdc.org
The simplest way to support the Foundation is with a gift of cash. Many donors choose to make gifts to honor or memorialize a caring community member.
By contributing $5,000, either with one outright gift or a multi-year pledge, a permanently named fund can be established. This allows the donor to make an annual gift to United Way of support an area of interest.
Depending on the circumstances, gifts of appreciated stocks, bonds or other securities held in excess of one year are often very tax-wise and allows donors to give generously to United Way.
Testamentary gifts allow a donor to bequest a percentage of an estate, bequest a specific gift amount or bequest a residuary estate. The legal name to use in these documents is United Way of Dane County Foundation, Inc.
Naming the United Way Foundation as a beneficiary is a generous way to make a legacy gift “outside” of a will.
Donors receive annual payments through the investment of these irrevocable gifts. Upon the donor’s death, the remainder of the gift goes to the Foundation.
Resources
2024 Foundation Loaned Executive Grants RFP—Coming soon!
2024 United Way of Dane County Foundation Board of Trustees
Terry Heinrichs
Chair
Chair
18Forty8 Private Wealth
Thomas E. Dott
Vice Chair
Vice Chair
First Business Bank
Gary Schaefer
Secretary/Treasurer
Secretary/Treasurer
Retired-Associated Bank
Chris Cain
Foley & Lardner
Robert Cottingham
Wipfli LLP
Walter Dewey
Resonant Capital Advisors
Jennifer Hannon
Godfrey & Kahn SC
Kirsten Houghton
SVA
Cedric Johnson
Cedric Johnson
Exact Sciences
Paul Kundert
Ex Officio
Ex Officio
UW Credit Union
Renee Moe
Ex Officio
Ex Officio
United Way of Dane County
Ursula Norwood
Alliant Energy
Meg Prestigiacomo
Baird
Greg Rademacher
Buttonwood Partners, Inc.
Dorothy Steffens
Retired-Community Leader
Teo Trandafir
UW Credit Union
Honorary Trustees
Marion Brown
Jeff Levy
Norma Madsen
Dale Mathwich
Catherine Taylor
Investment Committee
Meg Prestigiacomo, Chair
Terry Henrichs
Jeff Levy
Greg Rademacher
Gary Schaefer
Teo Trandafir