Trident United Way Agency Designation Policy
The purpose of Trident United Way’s annual fundraising campaigns are to develop and enhance the resources available for Trident United Way’s Community Impact work. Community volunteers strategically invest those resources in the Tri-County community in order to create lasting, measurable change on the most pressing issues facing families and individuals.
Trident United Way promotes investing in the Community Impact work as the most effective way to invest in the Tri-County community above any form of designated giving.
Donors may elect all or a portion of their pledge/contribution as designated to 501(c)(3) organizations, other than Trident United Way. Requests are processed by Trident United Way and payments out to designated organizations is as follows:
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Trident United Way honors donor designations to any verified 501(c)(3) organization of $50 or more per organization. Verification consists of, on an annual basis, confirming the organization has an active 501(c)(3) status with the Internal Revenue Service and completes additional verifications as may be required by United Way Worldwide. No further oversight is provided by Trident United Way on the use of designated funds.
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To protect the privacy of our donors, Trident United Way will not release the names of individuals without authorization for the release of such information. If a donor provides authorization, Trident United Way will send donor information to the designated organization.
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Trident United Way deducts fundraising and administrative fees at the rate of 15 percent (with a minimum of $5 and a maximum of $75) per designation.
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Trident United Way sends payments to verified designated organizations (net of the fundraising and administrative fee) on a quarterly basis (January, April, July and October).
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Gifts or payments made by cash, check, credit card, or stock will be paid out to the organization in the month following the quarter in which pledge payment(s) are received from the donor. For example, donor pledge payments received in January, February, or March will be paid in April; payments received in April, May and June will be paid in July.
If you have any questions regarding our management of designations, please contact Andrea Boccucci at aboccucci@tuw.org.
Updated 10/13/20