What is The Foundation?	Leaving a meaningful legacy	“Donor advised funds”	“Charitable gift annuities”	Starting a scholarship fund	Gifts through The Foundation	Wills & Bequests
Charitable Remainder Unitrusts	Foundations as Depositories	Estate Planning Basics	Understanding Living Trusts	Wills... A Closer Look	Perils of “Phishing”	Tax Benefits of Charitable Giving
Have You Ever Been Asked?	Maximizing Tax Benefits (Part 2)	Proper Receipting of Charitable Gifts	Gifting Land	Charitable Gifts and Appraisals	“Bargain Sales” 101	2005 Tax Facts

Serving Union County since 1953 A 501(C)(3) Charitable Organization 126 N. Main Street, P.O. Box 608, Marysville, Ohio 43040 Phone: 937.642.9618 Fax: 937.642.7376 Helpful Articles from the Union County Foundation Director What in the world is the Union County Foundation?? (Part of a series of articles on charitable giving and the Union County Foundation by David Vollrath - Exec. Dir.) “I see your organization in the paper a lot ... what exactly is the Union County Foundation?” This is a question I hear quite often. The good news is that people want to know; the downside is that they have to ask. Here is the nuts and bolts answer. We are a local not for profit charitable organization that exists to promote and facilitate charitable giving in Union County. We offer lots of ways to do that, and the particular "vehicles" will be the focus of future articles. Back to a bit of our history .... Our roots date back to 1953 and Colonel Dana W. Morey. Mr. Morey set up a private foundation which through its trust advisors (Charles B. Mills, P.C. Williams, Frank Schneider, Russell Banks, and Dwight Graham) was instrumental in the building of the Dana Morey Center wing of Memorial Hospital. The Morey Foundation evolved through several name changes and restructurings until it became a part of what is now known as “The Union County Foundation.” The Foundation is one of over 500 community foundations in the United States and one of more than 70 in the state of Ohio. Clearly the community foundation concept is one that has purpose and positive impact in communities all over this nation. The Union County Foundation is governed by a local board of trustees comprised of 15 men and women of the county's finest leaders. These men and women (your friends and neighbors) volunteer their time, talents, and service in an effort to make Union County a better place to live, work, and raise our families. I hope this brief article has helped you better understand the Union County Foundation. In the other articles in this series, we will discuss specific ways the Foundation can assist you in accomplishing your charitable goals and in so doing how you can “preserve your footprint in time.” For further information, call us at 642-9618, email us at commfounduc@imetweb.net, or stop by our office at 126 N. Main Street in Marysville. Read the next article in the series See a list of all articles