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Endowment Fund

The United Way Saint John, Kings, Charlotte Endowment Fund

Welcome to your United Way’s new local endowment. This is your chance to future-proof our region by creating vibrant neighbourhoods and helping make issues like hunger, mental health, domestic violence and poverty unignorable in our community. Your contribution will ensure that everyone in the region has a fair chance at a good life.

You’ll be personally creating local change by tackling the emerging social issues of tomorrow.

Be one of the fund leaders who are building bridges to a brighter future, ensuring we continue to carry out our mission over the long term.

Start building your legacy now and ensure vital programs and services in the community are funded for years to come.

Make an endowment gift to mark a special occasion or to honor a special person with a memorial gift to the Fund.

About our Endowment Fund

The Fund gives permanence to our courageous approach to social impact investment, ensuring with your help we’ll be here for another 60 years helping kids, families and people from Saint John to Sussex to St. Stephen.

In an era of ever-increasing change, the Fund provides the United Way with stability, continuity and constancy for responsible long-term social program management.

The Way Forward Fund is a permanent endowment, an investment that will provide a reliable source of income for our local community in perpetuity.

Benefits

Financial Stewardship Through Collaboration

The Endowment Fund is administered by the Greater Saint John Community Foundation, an organization with extensive knowledge and expertise in the responsible management of endowment funds.

GIFT OF SECURITIES                

The Benefits Are Clear

If you sell a security, you pay tax on 50% of the capital gain. However, if you donate a gift of securities to United Way the taxable capital gain is completely eliminated AND you receive a tax receipt for the full market value of the security in the amount of the closing trading price on the day United Way receives the security. This multiplies the impact of the tax benefit of your charitable giving.

Transfer Form

Alternatively, if you would prefer to transfer shares on-line, click here.

For more information, contact Alexya Heelis at 506-658-1214

alexya@unitedwaysaintjohn.com.