UNITED WAY RETIREES ASSOCIATION

Endowment and Planned Giving (EPG) Mentoring Application

 

Program Objective: To provide initial on-site and follow-up assistance to small city (Metro 5-11) United Ways interested in beginning an Endowment and Planned Giving program.
 

Requirements: Participating in and following a UWA planned giving training curriculum (written & Webinar based) including a commitment to remaining updated – primarily by accessing/reading online information. Traveling to provide on-site assistance (expenses will be covered) to local United Ways and continuing phone/email contact – every effort will be made to make matches geographically proximate.

 
Fax (703-683-7811), email (tricia.smith@uwa.unitedway.org) or mail (in the envelope provided) your application and resume to UWRA.  The application and information will also be posted on the UWRA Listserv.  

Name: ___________________________________________________________

Address: _________________________________________________________

Phone:____________________ Email: __________________________________

 
Have you had any experience mentoring; teaching courses/workshops; or served as a consultant (paid or volunteer)? 
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In the space provided, briefly highlight the reasons you are interested in being a candidate in the UWRA EPG mentoring program: 
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