United Way of Bucks County – Ways to Give

Planned Giving

Donor Advised Funds. UW Bucks gratefully accepts donations through donor advised funds. Questions about these gifts can be directed to your sponsoring organization (e.g. Vanguard Charitable, Fidelity Charitable).

IRA Charitable Giving. Taxpayers age 70 1/2 and older are required to make annual distributions from their Individual Retirement Accounts (IRA), which are treated as taxable income.The IRA Charitable Rollover provision allows those who have reached age 70 1/2 to donate up to $100,000 to charitable organizations directly from their IRA without treating the distribution as taxable income. Contact your IRA trustee (usually it’s a bank or brokerage firm) to complete the required forms to make a direct donation through your IRA. They will need our 501(c)(3) Federal Tax Exempt Identification Number (sometimes called EIN): 23-1409706, and our mailing address: 413 Hood Boulevard, Fairless Hills, PA 19030.

Stocks or Bonds. Please contact Faith Parkinson, Director of Finance, at faithp@uwbucks.org or 215.949.1660 x117 and she will help you make arrangements.

Legacy Gifts. Those who wish to leave a legacy of care in Bucks County can include UW Bucks in their estate planning. Support ensures that our community — and those who just need a hand up — will continue to thrive. With UW Bucks, your legacy is secure and will make a lasting impact. Please contact Marissa Christie, President & CEO, at marissac@uwbucks.org, 215.949.1660 x113 (office), or 267.795.7833 (mobile) to discuss the legacy you wish to leave.

Other Ways to Give

Online Donations. Go to www.uwbucks.org/donate to make a one-time or monthly recurring donation. Gifts can be directed to any impact area or UW Bucks program.

Check Donations. Mail checks to United Way of Bucks County, 413 Hood Boulevard, Fairless Hills, PA 19030.

Matching Gifts. Many companies match charitable contributions made by their employees, board members, or even retirees. Please ask your human resources office about your company’s matching gift policy to see how you can increase your impact.

Questions? Just ask! We are here to help.

Joanne Bogrett, Chief Development Officer, joanneb@uwbucks.org, 267.885.3476

Marissa Christie, President & CEO, marissac@uwbucks.org, 267.795.7833