United Way of Brevard
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Policies

United Way of Brevard  Disclosures and Designation Policy


United Way of Brevard County, Inc. (FIN: 590-83-6384) is a 501(c)(3) organization and donations are tax deductible.

A copy of our official registration (#CH14) and financial information may be obtained from the FL Division of Consumer Services by calling 800-435-7352 or by visiting http://www.800helpfla.com.   Registration does not imply endorsement, approval, or recommendation by the State.


If for whatever reason you should require a refund of your donation, you must contact our office within 90 days of the date your donation was made. 


We value your privacy!  All information collected from you is used for internal purposes only and will NOT be disclosed or sold to a third party.


If you have any questions or concerns, you may contact Deb Stull at (321) 631-2743 or email her at dstull@uwbrevard.org.

Designation Policy

The following only applies to gifts processed by the United Way of Brevard County (UWB)

Making a gift to UWB’s Community Care Fund is the most effective way to help people in need of human care services across Brevard. We understand, however, that some donors wish to direct all or a portion of their gift to a specific agency. Although we process these donor-directed contributions as a service to our donors, UWB is unable to guarantee how designated funds to a specific agency will be used, or ensure measurable results by the recipient agency.

How to give

There are four ways in which a donor can give through the United Way:

·         Unrestricted Gift

·         Community Care Fund designation

·         Undesignated and Community Care Fund gifts enable United Way to support a safety net of services (over 60 local programs) and address the highest priority needs identified by our community.

·         Targeted Care designation

o   Education

o   Income 

o   Health

·         Specific Agency designation

 

If you wish to make a designation to a specific organization, the following is required:

·         The agency must be a legally recognized 501(c)(3), nonprofit organization providing health or human care services.

·         The agency must comply yearly with the United States Patriot Act by submitting the proper documentation to UWB.

·         Due to costs associated with processing and forwarding designated gifts, the minimum amount designated to each agency must be at least $72.

 

Designations not meeting these requirements will be directed to our Unrestricted Fund.

 

Agency Payments and Acknowledgments

Designations made to our Partner Agencies are sent over and above Community Care Fund program funding provided by UWB through our Annual Community Impact Process.

Designations through pledges of payroll deduction are paid to agencies quarterly beginning in April. Gifts paid in full by cash, check, credit card or stock gift are distributed to designated agencies in the first designation payout each year.

Donor name and gift details are forwarded to designated agencies ONLY if the donor specifically releases UWB to share that information and provides us with detailed donor information (including donor’s home or personal email address) by checking the correct box on their employee pledge form.

UWB will attempt to notify donors $500 and above with a designation to an invalid (known non 501 C3) agency by contacting the ECM and/or donor directly to explain the designation policy. Documentation of the notification will be attached to the pledge card/lockbox spreadsheet and included in the envelope. If the donor/ECM has not responded within two weeks the designation will default to Undesignated # 375857. If the donor/ECM contacts us before the allocation process deadline the designation may be changed. Failure of the Designated Agency to complete the required Patriot Act Compliance Form will result in late or non payment of designated funds. The donor will not be notified of this occurrence. These designated funds default to the Undesignated # 375857 and are at the discretion of UWB.

Donors under $499 and under with a designation to an invalid agency will not be notified and the designation will default to Undesignated # 37585

 

Designation Fees

UWB collects fees from each designation to cover the costs of fundraising, collecting, processing and distributing these donations. Please find our cost recovery fees below. Additionally, UWB can only distribute dollars that are actually collected. Therefore, payroll gifts will be paid to the designated agency based on the total percentage collected from the donor’s workplace campaign. United Way is given a lump sum from employers versus individual checks and thus is unable to know specifically which payroll pledges are unfulfilled. Based on prior experience, UWB approximates seven percent of all payroll deduction pledges will not be fulfilled. However, the payment rates vary significantly from workplace to workplace.

 

Cost Recovery Schedule

Designation fees are calculated every campaign year based off of the previous year’s results. All agencies are subject to the same fee unless otherwise agreed to by the UWB President. Designation fees are capped at $75 per donor.

For more information on our Donor Advised Fund Policy, for donors giving $10,000 or more annually, please contact Tambre Clark at 321-635-8440.

 

Privacy Policy

 All information collected from you is used for internal purposes only and will NOT be disclosed or sold to a third party.