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Donor Designation Policy

The following information applies to Designated Gifts processed by United Way of the Coastal Empire (hereafter “United Way”).

A gift to the Community Fund at United Way is the most effective way to help those in need and ensure organizations are held accountable to the highest performance standards. In the case of a Designated Gift (that which is not directed to the Community Fund), donors should observe the following.

ELIGIBILITY:

• The recipient organization of a Designated Gift must have current IRS 501(c)(3) tax exempt status and provide
health and human services within United Way’s geographic area (visit www.guidestar.org to verify).

• The recipient organization must provide a signed Patriot Act certification form annually to United Way.

• A Designated Gift must be made at the time of the pledge and the recipient organization’s full name and address must be legible on the pledge form.
• A Designated Gift does not qualify the donor for United Way’s Caring Club® benefits.

In the event the recipient organization is ineligible, United Way will attempt to reconcile the Designated Gift by contacting the donor, though reserves the right to re-direct the gift to the Community Fund.

PROCESSING:

• A Designated Gift must be $50 or more.

• A Designated Gift is subject to a 5% processing fee that will be deducted from the pledged amount.

• Donors must request acknowledgement of their Designated Gift from the recipient organization by indicating so on the pledge form.

• Recipient organizations of a Designated Gift may not be accountable to United Way for delivering specific client outcomes or meeting financial standards.

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