Financials

REVENUE GENERATED

Together we raised $7.7 M to serve our community as of June 30, 2021

Campaign Revenue: Funds raised from donations by individual donors, corporate and employee gifts in workplace campaigns. ($2.42M, 32%)

Grant Revenue: Funds awarded for specific purposes by grant-making organizations. This includes a Payroll Protection Loan Award. ($3.31M, 43%)

Disaster Relief Campaign Revenue: Funds raised specifically for an immediate need in the community related to an unforeseen event. ($1.56M, 20%)

Other Revenue: Funds received from interest on checking and saving accounts, fees for processing designations, etc. ($.39M, 5%)

In addition, United Way of Roanoke Valley funding was used to bring in an additional $4.15M to the community to directly support the work of United Way's partnering organizations.

COMMUNITY INVESTMENTS AND EXPENDITURES: $6.68 MILLION

We are financially strong with $4.14 million in net assets as of June 30, 2021

77% United Way Community Collaborations and Impact Programs ($5.13M)

9% Donor Designated Gifts to Other Non-Profit Organizations ($.63M)

8% Management and General Expenses ($.53M)

5% Fundraising Expenses ($.34M)

1.25% Dues to United Way Worldwide ($.05M)

Visit www.uwrv.org/accountability to view the audited financial statements and IRS form 990 for United Way of Roanoke Valley for the period ending June 30, 2021.

IMMEDIATE TAX ADVANTAGES FOR DONORS

A financial incentive encourages Americans to give generously to qualifying charities, including United Way of Roanoke Valley. The new universal tax break for charitable donations was included in the final $2 trillion COVID-19 stimulus package signed into law in 2020, and the expanded provision continues for 2021.

The measure grants taxpayers an above-the-line deduction for up to $300 in charitable donations given in 2021. For example, if an individual takes the standard deduction and gives $300 to charity, they will get a $300 tax break in addition to the standard deduction. Married couples who file joint returns can deduct charitable gifts up to $600.

Please take advantage of this "above-the-line" opportunity and join United Way in funding programs that support the health, safety and well-being of the entire Roanoke Valley region.

LEAVE A LASTING LEGACY

PLANNED & ESTATE GIVING

For many, philanthropic giving is a lifelong commitment that provides great personal satisfaction. In addition to planting a seed that continues to grow for generations to come, there are financial incentives that may apply to planned giving.

We invite you to consider United Way of Roanoke Valley in your estate planning to ensure your generosity will continue beyond your lifetime.

There are many ways to protect your estate and LIVE UNITED:

• by remembering United Way of Roanoke Valley in your will; • by designating UWRV as a beneficiary of a life insurance policy; • through the gift of a pension, IRA or other retirement plan proceeds; • by remembering others through memorial gifts; and, • through the gift of securities and real estate.