Endowment and Planned Giving

United Way NEXT offers Endowment and Planned Giving resources for local UWs

Working in partnership with United Way Worldwide, UW NEXT launched this valuable resource featuring 20 UW NEXT members who have accepted the invitation to serve as volunteer faculty to provide insight and guidance on how to launch, relaunch, expand, and grow a Planned Giving program. In addition, these volunteers have experience in building an endowment to further assist with revenue diversification. These faculty members are former and current United Way professionals with exceptional knowledge and experience in endowments, planned giving, major gifts, leadership giving programs, fund development, revenue diversification and so much more. Read more info on our faculty HERE.

Are you a local United Way with interest in launching / relaunching your planned giving program?
Are you struggling with revenue diversification and need additional guidance, coaching and support?

United Way NEXT can help.
Contact us today to learn more and get connected with a UW NEXT trusted advisor by filling out our Inquiry Form or email: Carole Peters, UW NEXT CEO to connect with a mentor today.

Local United Ways and their staff are invited to join us for the Planned Giving Learning Sessions and Office Hours. Upcoming events can be found HERE.

Testimonials

“The incredible gift of time and expertise invested by leaders from UW NEXT has impacted our United Way in immeasurable ways; but I fully believe that the results of that investment will be felt across our community for decades to come as we implement the strategies that have been guided by our professional consultants”. - Meagan Liesveld, Executive Director of United Way of Lincoln and Lancaster County

“Our United Way needed to give attention to our Planned Giving program, so I reached out to Evelyn Morgner from UWW. She connected me with a retired planned giving consultant, Tom Brown, UW NEXT volunteer. Over the past year, I have been regularly connecting with Tom and he has been amazing to work with. Tom is very responsive to my emails and always available for a phone call if I need to run something by him. I value his expertise and the knowledge that he shares as we rebuild our planned giving prospects and program. Tom is a mentor to me, and I always look forward to our phone calls and conversations". - Sheri Locher, Director of Major Gifts and Planned Giving United Way of Central Minnesota

Roster of Volunteer Faculty: