Mount Zirkel Legacy Fund
Endow Your Annual Gift in Perpetuity
A gift to the Mount Zirkel Legacy Fund supports United Way of the Yampa Valley’s mission for years to come, ensuring United Way of the Yampa Valley operations have a sustainable funding source and allowing annual donations to go directly to programs and agencies that serve our community.
Mount Zirkel Legacy Fund members choose to leave a portion of their estate to United Way of the Yampa Valley to stand for the education, financial stability, and health of every person in our community for generations to come. We hope you’ll consider doing the same.
Advancing the Common Good
Advancing the common good is less about helping one person at a time and more about changing systems to help all of us.
We are all connected and interdependent. We all win when a child succeeds in school, when families are financially stable and when people are healthy.
Gifts to the Endowment help ensure United Way of the Yampa Valley’s operations have a sustainable funding source, allowing annual donations to go directly to the programs and agencies that serve our communities. You can contribute to the Endowment in any of the following ways.
| Contribution | How you contribute | Advantages of this choice |
|---|---|---|
| Cash | Write a check, charge a credit card, or allow us to debit your account monthly. | It’s quick and easy. You may receive an income tax deduction.* |
| Securities or Real Estate | Give appreciated assets you’ve held longer than one year. | You may receive an income tax deduction and avoid capital gains.* |
| IRA Contributions | Designate your annual distribution to the endowment. | You may receive an income tax deduction.* |
| Donations By Way of Bequest, Trust or Life Insurance Proceeds | Once received, gifts automatically become part of our endowment principal. | These will not impact your current lifestyle, but greatly impact our sustainability when the funds increase our endowment.* |
| Tangible Personal Property Held Long-Term | Donate property you’ve held longer than one year. | You may receive an income tax deduction and avoid capital gains.* |
| Charitable Lead Trust | Fund a trust that provides payments to us for a term of years, then pays the remainder to family members or beneficiaries of your choice. | This is a smart way for anyone in high estate and gift brackets to benefit us and pass principal to others with reduced state or gif taxes.* |
Please consult your financial tax advisors. For more information on how to make a gift to the Mt. Zirkel Legacy Fund, contact Kate Nowak at director@unitedwayyv.org.
We trust Wells Fargo Advisors to host this fund and provide access to extensive wealth management services that help donors develop their strategic giving and legacy plans. Wells Fargo Advisors has nationally recognized wealth managers with an extensive investment platform to address United Way of the Yampa Valley’s needs going forward.