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Endowment
Through generous endowment gifts, Legacy and Tocqueville Legacy Circle members enable United Way to make the greatest impact today while helping to ensure continued community support for future generations. Each year, the United Way of Central Maryland Board of Directors allocates up to 5% of the endowment balance to ensure that vital current projects continue to improve lives and neighborhoods across our region.
100TH ANNIVERSARY
The below individuals have made new (or additional) planned and outright gifts specifically to UWCM’s Endowment in support of the 100th Anniversary campaign, as of September 23, 2022.
100TH ANNIVERSARY PLANNED & OUTRIGHT GIFTS TO ENDOWMENT
Michael J. & Patricia K.
Batza, Jr. Shaun & Nicole Blake Andy & Sana Brooks Roger L. Calvert David & Christy DiPietro Mike & Ann Hankin Whitney B. Harmel Holly & John Hoey Freeman & Jacqueline Hrabowski Lillian Suffolk Kilroy Earl & Darielle Linehan Charlie & Melissa Reuland Joanne & Mark Pollak Ron & Rooney Peterson Gordon & Joanie Stetz One Anonymous Donor
CONVENIENT ENDOWMENT DONATION OPTIONS OPEN TO ALL DONORS
Many endowment gift options require no cash outlay, provide significant tax advantages, and can generate income for the donor. Endowment gifts may be in the current form—including cash, marketable securities, or real estate—or in deferred form—including trust, life insurance, retirement plan beneficiary designations, will bequests, or annuities.
Regardless of gift size, we’re honored to recognize donors when the gift commitment is made.
Endowment Assets $30.7M*
June 30, 2022
Endowment Contribution to Programs $1.2M
(Fiscal year 2022)
* Based on unaudited financials
ENDOWMENT
TOCQUEVILLE LEGACY CIRCLE
The Tocqueville Legacy Circle honors individuals who have endowed their Tocqueville contributions through a planned gift of $200,000 or more.
TOCQUEVILLE LEGACY CIRCLE MEMBERS
Michael J. & Patricia K.
Joseph P. Gill Roger L. &
Barbara C.w Calvert John Cammack & Kimberly
Warren Deborah H. Diehl Rachel Duncan & Jonathan
Grimaldi Tere Geckle Freeman & Jacqueline Hrabowski Linda & Jim Koehnlein Chuck & Mary Lisa Langmead Earl & Darielle Linehan Carole B. Miller, M.D. Patricia J. Mitchell Sheela Murthy Kate & Matthew Norman Mark & Joanne Pollak Kathleen H. Sabatier
WOMEN UNITED ENDOWMENT FUND
Established in 2010, the Women United Endowment Fund commemorates the philanthropic spirit of members committed to supporting the region now and into the future. Tocqueville Legacy Circle members identified by a are also recognized as members of the Patricia J. Mitchell Diamond Society whose endowment gifts are specifically designated for the Women United Endowment Fund.
LEGACY CIRCLE
Donors who make a planned gift to the endowment of under $200,000 are recognized as Legacy Circle members.
David King Anderson Clarence E. Andrews Regina L. Aris Molly Boncaro Leigh Bortner Stuart Bowers James W. & Dana B.
Brinkley Florence R. Bryne John Frederick Burggraf Dorothy Jane Cahn Mark & Beverly Chaney Doris F. Cole Fran & Betty Contino Jane James Cook Deborah Ann Dench Barbara J. Dreyer Beatrice Dunphy Markw & Sandy Furst William Graham Elizabeth Green Freida Greiver Mary Ellen &
Frank Gunther Ronald M. Hall Tim & Devon Hathaway Mrs. Charlene Moore Hayes & Dr. Floyd W. Hayes III Holly & John Hoey Frances May Homer Mr. & Mrs. Richard Huggw David Gordon Humphrey Windel & Gail James Ferdinand L. Kahn Trust Frances Alice Kleeman Mr. & Mrs. Donald G.
Kohlhafer George H. Langenfelder
Charitable Trust Carrie LeBow Elise & Peterw Lee The M&T Charitable
Foundation Martina Martin &
Donald Struke Milbert Mays Maria & Bill McCarthy Adelbert W. Mears Sylvia Friedberg Nachlas
Charitable Income Trust Terry & Mary Neimeyer Paul F. Noble Charitable
Remainder Trust Laura Pierson-Scheinberg &
Brian Scheinberg Amanda &
Mike Pizzurro Jeff & Susan Pratt Mary Louise &
Fred Preis William E. Purcell Trust Ina S. Rouse Roy P. Sachs Muriel Schiller Steve R. Schuh Jim & Francine Sellinger Errol & Joy Smith Melvin J. Sykes Larryw & Connie Walton Valerie Wethered Four Anonymous Donors
