100 Edgewood Avenue, N.E. Atlanta, GA unitedwayatlanta.org #LIVEUNITED #UNITEDWAYATL United Way of Greater Atlanta

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1 100 Edgewood Avenue, N.E. Atlanta, GA unitedwayatlanta.org 2016 United Way of Greater Atlanta

2 United Way of Greater Atlanta provides a perfect platform to give, advocate and volunteer through leadership giving societies and affinity groups. These caring communities of individuals drive sustainable improvements in the well-being of children, families and individuals across Greater Atlanta. Through generous giving and personal commitment, we are transforming lives today as we help lay the foundations for future generations. We encourage you to explore these pages to learn more. LEADERSHIP LEVEL GIVING SOCIETIES ENGAGEMENT GROUPS TABLE OF CONTENTS TOCQUEVILLE SOCIETY 3 ( 10,000 or more) Philanthropic leaders who, through generous gifts of treasure, demonstrate their commitment to tackling our community s most pressing problems to create sustainable change. TOCQUEVILLE WOMEN S LEADERSHIP COUNCIL 4 ( 10,000 or more) Tocqueville Women s Leadership Council seeks to change our community through advocacy, volunteerism and a financial commitment to United Way of Greater Atlanta. IVAN ALLEN CIRCLE 5 ( 25,000 or more) Tocqueville Society members whose lives and work embody a moral imperative of, and compassion for, shaping a better future for humankind. COLE SOCIETY 6 ( 1,000 or more) Individuals who are leading the way in making a real, measurable impact on issues that matter most within our community. WOMEN OF COLE 7 ( 1,000 or more) Connects donors with other influential women in an effort to drive sustainable change throughout Greater Atlanta. AFRICAN-AMERICAN PARTNERSHIP (AAP) 8 ( 1,000 or more) Donors with shared affinities for philanthropy, leadership and service, who are striving to increase the number of African-American leadership donors to United Way of Greater Atlanta. YOUNG PROFESSIONAL LEADERS (YPL) 9 ( 500 or more) YPL is a compassionate, committed group of individuals (ages 40 and under) on a mission to encourage the spirit of philanthropy. LEAD. IMPACT. NETWORK. CHANGE. (LINC) 10 ( 250 or more) Experiences for donors, ages 22-30, that elevate their community, connections and social calendar through volunteerism and personal development. YOUTH UNITED (YU) 11 Develops and nurtures the next generation of philanthropic leaders by creating unique leadership and community engagement opportunities for for youth in grades LEGACY LEADERS 12 Leaves a meaningful legacy of helping the Greater Atlanta community through planned giving. VOLUNTEER INVOLVEMENT PROGRAM (VIP) 13 Trains interested and engaged members of the community for non-profit board engagement opportunities. UNITED WAY IMPACT FUND / WHAT YOUR DOLLARS DO 14 Giving to the United Way Impact Fund allows you to have the biggest impact on our community.

3 10,000 OR MORE Philanthropic leaders who, through generous gifts of treasure, demonstrate their commitment to tackling our community s most pressing problems to create sustainable change. PAGE 3 TOCQUEVILLE SOCIETY The Tocqueville Society members are philanthropic leaders who, through generous gifts of treasure, demonstrate their commitment to tackling our community s most pressing problems to create sustainable change. The Society is named after the 19th century French political thinker and historian Alexis de Tocqueville who, in his writings, recognized the importance of voluntary action on behalf of the common good. Our local Society, created in 1985 to develop a stronger sense of community and connection among local philanthropists, is the largest Tocqueville Society in the United Way system today with more than 1,000 members. MEMBERSHIP CRITERIA The Tocqueville Society is open to individuals who contribute 10,000 or more annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS Invitations to First Tuesday Luncheons featuring C-suite presenters Access to, and networking with, influential Greater Atlanta business and community leaders Invitation for you and a guest to attend the Annual Tocqueville Recognition Reception Opportunities to participate in the work of United Way with other Tocqueville donors (e.g., Street to Home), experiencing the impact of one s gift firsthand Invitations to exclusive events during the year Listing in the annual Tocqueville Society membership registry Donation may be eligible for dollar-for-dollar match programs sponsored by Global Payments Inc. (See next page for details) DOLLAR-FOR-DOLLAR MATCH NEW MEMBER MATCH Sponsored by Your personal contribution of 10,000 is matched to bring the totaled leveraged gift to 20,000. CURRENT MEMBER MATCH 10, ,000 = 20,000 An increase of your personal contribution in the amount of 2,500 (or more) will be matched to double the total leveraged gift. In this example, your current member gift of 10,000 increased to 15,000 is matched to bring the totaled leveraged gift to 20, , , ,000 = 20,000 (Personal Contribution + Contribution Increase) (Global Payments Inc. Match) STEP UP PROGRAM / NEW MEMBER MATCH (Total Leveraged Gift) Your contribution will be matched to bring the totaled leveraged gift to 10,000. YEAR 1: 5, ,000 = 10,000 YEAR 2: 6, ,500 = 10,000 YEAR 3: 8, ,000 = 10,000 YEAR 4: 10,000 (Personal Contribution) By request of the match sponsors, match dollars are applied as undesignated gifts and are invested in the United Way Impact Fund. Match dollars may not be designated to a specific organization. All matching funds are gifts/donations from generous sponsors; once donations meet the level of matching funds, the program is complete for the year.

4 10,000 OR MORE Tocqueville Women s Leadership Council seeks to change our community through advocacy, volunteerism and a financial commitment to United Way of Greater Atlanta PAGE 4 TOCQUEVILLE WOMEN S LEADERSHIP COUNCIL Tocqueville Women s Leadership Council seeks to improve their community through advocacy, volunteerism and a financial commitment to United Way. Created in 2001 to encourage more women to get involved with United Way s Tocqueville Society, the Tocqueville Women s Leadership Council provides special engagement opportunities for women to positively impact lives in Greater Atlanta. In 2015, 224 members donated more than 2.43 million to United Way of Greater Atlanta. MEMBERSHIP CRITERIA Membership in the Tocqueville Women s Leadership Council is exclusive to women donating 10,000 or more annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS All benefits granted to members of the Tocqueville Society Exclusive member receptions Priority access to United Way s signature events for women, including the Women s Leadership Breakfast and Leading a Life of Purpose Access to unique volunteer opportunities for members and their families Donation may be eligible for dollar-for-dollar match programs sponsored by Global Payments Inc. (See next page for details) DOLLAR-FOR-DOLLAR MATCH NEW MEMBER MATCH Sponsored by Your personal contribution of 10,000 is matched to bring the totaled leveraged gift to 20,000. CURRENT MEMBER MATCH 10, ,000 = 20,000 An increase of your personal contribution in the amount of 2,500 (or more) will be matched to double the total leveraged gift. In this example, your current member gift of 10,000 increased to 15,000 is matched to bring the totaled leveraged gift to 20, , , ,000 = 20,000 (Personal Contribution + Contribution Increase) STEP UP PROGRAM / NEW MEMBER MATCH (Global Payments Inc. Match) (Total Leveraged Gift) Your contribution will be matched to bring the totaled leveraged gift to 10,000. YEAR 1: 5, ,000 = 10,000 YEAR 2: 6, ,500 = 10,000 YEAR 3: 8, ,000 = 10,000 YEAR 4: 10,000 (Personal Contribution) By request of the match sponsors, match dollars are applied as undesignated gifts and are invested in the United Way Impact Fund. Match dollars may not be designated to a specific organization. All matching funds are gifts/donations from generous sponsors; once donations meet the level of matching funds, the program is complete for the year.

5 25,000 OR MORE Tocqueville Society members whose lives and work embody a moral imperative of, and compassion for, shaping a better future for humankind. IVAN ALLEN CIRCLE Atlanta Mayor Ivan Allen, Jr. ( ) was a man of high principles who possessed a staunch belief in the humanity of all people. It is in this spirit that the Ivan Allen Circle was created within the Tocqueville Society, comprised of individuals whose lives and work embody a moral imperative of, and compassion for, shaping a better future for humankind. MEMBERSHIP CRITERIA: Exclusive to Atlanta, The Ivan Allen Circle is reserved for members of the Tocqueville Society who contribute 25,000 or more annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS: All benefits granted to members of the Tocqueville Society Complimentary admission to First Tuesday Luncheons Invitations to VIP receptions and/or reserved seating at select United Way of Greater Atlanta events Opportunies to visit or participate in a program aligned to personal interest with our president and CEO Invitation to members-only Annual Results Breakfast PAGE 5

6 COLE SOCIETY The Cole Society is named in honor of Dr. Johnnetta B. Cole, a community champion and former president of Spelman and Bennett colleges. 1,000 OR MORE Individuals who are leading the way in making a real, measurable impact on issues that matter most within our community. There are currently more than 8,100 Cole Society members who have invested close to 13 million in Greater Atlanta, leading the way in making a real, measurable impact on issues that matter most. Cole Society members play a critical role in communityfocused philanthropy. MEMBERSHIP CRITERIA The Cole Society is open to individuals or couples who make a gift of 1,000 or more annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS Priority access to United Way of Greater Atlanta events Invitations to volunteer opportunities, including group, individual and family-friendly events Opportunities to participate in the work of United Way with other Cole donors (e.g., Street to Home and tours), experiencing the impact of one s gift firsthand Opportunities to take courses with the United Way Volunteer Involvement Program (VIP), which offers nonprofit board development training PAGE 6

7 1,000 OR MORE Connects donors with other influential women in an effort to drive sustainable change throughout Greater Atlanta. WOMEN OF COLE The Women of Cole was established in Led by three respected Atlantans Ann Stallard, Anne Kaiser and Dr. Johnnetta B. Cole the group mobilizes women from diverse backgrounds, educating them about philanthropic involvement and leadership, and engaging them in the work of United Way. The Women of Cole connects donors with other influential women to drive sustainable change throughout Greater Atlanta. Members network with other powerful women and become change agents through advocacy, leadership and philanthropy. In 2015, 3,054 members donated more than 4.6 million to United Way of Greater Atlanta. MEMBERSHIP CRITERIA The Women of Cole is exclusive to women donating 1,000-9,999 annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS All benefits granted to the Cole Society Invitation to the Women of Cole s Power Panel Priority access to United Way s signature events for women, including the Women s Leadership Breakfast and Leading a Life of Purpose Access to unique volunteer opportunities for members and their families Exclusive member receptions Donation may be eligible for dollar-fordollar match programs sponsored by The Coca-Cola Foundation (See next page for details) DOLLAR-FOR-DOLLAR MATCH NEW MEMBER MATCH Your personal contribution is matched to double the totaled leveraged gift. CURRENT MEMBER MATCH Sponsored by 1, ,000 = 2,000 (Personal Contribution) (The Coca-Cola Foundation Match) (Total Leveraged Gift) An increase of your personal contribution to 2,500 (or more) will be matched to double the total leveraged gift. In this example, your current member gift of 1,000 increased to 2,500 is matched to bring the totaled leveraged gift to 5,000. 1, , ,500 = 5,000 (Personal Contribution + Contribution Increase) (The Coca-Cola Foundation Match) (Total Leveraged Gift) PAGE 7 By request of the match sponsors, match dollars are applied as undesignated gifts and are invested in the United Way Impact Fund. Match dollars may not be designated to a specific organization. All matching funds are gifts/donations from generous sponsors; once donations meet the level of matching funds, the program is complete for the year.

8 1,000 OR MORE Donors with shared affinities for philanthropy, leadership and service, who are striving to positively impact the community by increasing the number of African-American leadership donors to United Way of Greater Atlanta. AFRICAN-AMERICAN PARTNERSHIP Launched in 2000 by community champions Conchita Robinson and Charles Stephens, the African-American Partnership (AAP) is a group of donors with shared affinities for philanthropy, leadership and service. The group was created to engage underrepresented members of United Way giving societies. In the first five years, AAP realized a 75% membership increase because of partnerships with previously untouched groups, including African-American small business owners. The mission of AAP is to positively impact the community by increasing the number of African-American leadership donors to United Way of Greater Atlanta. AAP also includes others who support the mission. Additionally, AAP engages members through volunteerism and advocacy, and offers ongoing opportunities for personal and professional development. In 2015, 1,006 members donated more than 2.2 million to United Way of Greater Atlanta. MEMBERSHIP CRITERIA AAP is open to African-Americans and others who support the group s mission and donate 1,000 or more annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS Access to top executives from leading companies and interact with more than 1,000 AAP members at networking receptions, often hosted at minority-owned businesses Ongoing opportunities for personal and professional development through collaboration with United Way s corporate partner network Touch and feel the work of the community through volunteer projects including literacy promotion, providing kits for formerly homeless veterans, and packing meals for the elderly Donation may be eligible for dollar-for-dollar match programs sponsored by Southern Company Gas (See next page for details) DOLLAR-FOR-DOLLAR MATCH Sponsored by NEW MEMBER MATCH Your personal contribution is matched to double the totaled leveraged gift. CURRENT MEMBER MATCH 1, ,000 = 2,000 (Personal Contribution) (Southern Company Gas Match) (Total Leveraged Gift) An increase of your personal contribution to 2,500 (or more) will be matched to double the total leveraged gift. In this example, your current member gift of 1,000 increased to 2,500 is matched to bring the totaled leveraged gift to 5,000. 1, , ,500 = 5,000 (Personal Contribution + Contribution Increase) (Southern Company Gas Match) (Total Leveraged Gift) PAGE 8 By request of the match sponsors, match dollars are applied as undesignated gifts and are invested in the United Way Impact Fund. Match dollars may not be designated to a specific organization. All matching funds are gifts/donations from generous sponsors; once donations meet the level of matching funds, the program is complete for the year.

9 500 OR MORE Individuals, ages 40 and under, who dedicate their time to engage the next generation of leaders in Greater Atlanta by cultivating and growing the spirit of philanthropy, community advocacy, volunteerism and leadership. YOUNG PROFESSIONAL LEADERS United Way of Greater Atlanta Young Professional Leaders (YPL), is a compassionate, committed group of individuals (ages 40 and under) on a mission to encourage the spirit of philanthropy. YPL members represent some of the top emerging leaders in Greater Atlanta, including Atlanta Business Chronicle s 40 under 40, as well as community and civic leaders. Chosen as one of the Atlanta Journal-Constitution s five professional clubs for millennials, YPL is the group of choice for community-minded young people. In 2015, 1,335 members donated more than 1.9 million to United Way of Greater Atlanta. Join the YPL movement as they take ownership today of the Greater Atlanta we all want to live in tomorrow. MEMBERSHIP CRITERIA: YPL is exclusive to individuals, ages 40 and under, donating at least 500 annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS: Access to unique networking events, volunteering opportunities and innovative leadership trainings with other up-and-coming leaders Priority access to the year-end YPL gala YPL PREMIER MEMBERSHIP BENEFITS*: Network with Greater Atlanta s most influential business and civic leaders at YPL Leadership Luncheons, along with opportunities to engage with Tocqueville Society C-suite members * This is a value-added benefit for our leadership level donors who contribute at least 1,000 PAGE 9

10 250 OR MORE Experiences for donors, ages 22-30, that elevate their community, connections and social calendar through volunteerism and personal development. LEAD. IMPACT. NETWORK. CHANGE. Lead. Impact. Network. Change. (LINC) is an energized group of individuals, 30 and under, who are passionate about making Greater Atlanta a better place while having fun and meeting awesome people. LINC delivers unique events and experiences for people to elevate their community, connections and social calendar through volunteerism and personal development. In 2015, 597 members donated more than 400,000 to United Way of Greater Atlanta. LINC is a nationwide effort that currently exists in 15 cities and is growing. Greater Atlanta website: atlanta.uwlinc.org National website: uwlinc.org MEMBERSHIP CRITERIA LINC is exclusive to those 30 and younger who donate at least 250 annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS Volunteer Experiences: Get involved and make a difference in what matters to you most in our community while having fun and making connections during unique events and experiences. Personal Development: Identify a passion and gain skills and qualities to maximize one s potential. National Presence: Connect with other members in other cites while traveling or moving to a new area (where United Way LINC is present). PAGE 10

11 YOUTH UNITED Youth United (YU) develops and nurtures the next generation of philanthropic leaders by creating unique leadership and community engagement opportunities for youth in grades Develops and nurtures the next generation of philanthropic leaders by creating unique leadership and community engagement opportunities for youth in grades YU is led by a trained youth board and committees of high school students who have a passion for serving the community, and want to develop leadership skills. MEMBERSHIP CRITERIA YU is exclusive to high school students who have a passion for serving the community and want to develop leadership skills by giving back within the 13 counties served by United Way of Greater Atlanta. MEMBERSHIP BENEFITS Volunteer Experiences: Work with a team of like-minded teens and give back through fun volunteer-based projects while making a difference you can see in your own community. Leadership Development through an International Organization: Align with the international United Way brand while you find your passion and work with a supportive group of community leaders who will connect you with the skills and knowledge you need to begin your own leadership and community engagement journey. PAGE 11

12 PLANNED GIVING Leave a meaningful legacy of helping the Greater Atlanta community. LEGACY LEADERS Legacy Leaders honors those individuals or couples who commit to a planned gift through their wills or estate plans. Legacy Leaders are committed to building a stronger United Way, now and in the future. They partner with United Way to enable long-term community change through the endowment. They help shape the future and solve problems we cannot imagine today. BENEFITS OF MAKING A PLANNED GIFT Save on estate taxes Reduce and defer capital gains taxes Create an income stream for life Reveive charitable tax deductions WAYS TO MAKE A PLANNED GIFT TO UNITED WAY Making a planned gift to United Way is simple, rewarding and incredibly impactful. Your legacy gift will support United Way far into the future and help improve lives and communities for generations to come. Gifts that help now: Cash, appreciated stock, property Gifts that help later: Bequest in wills, beneficiary designation in 401ks and existing life insurance policies, and new life insurance policies Gifts that pay income: Charitable gift annuity We recommend you consult with a professional advisor as to the impact a potential planned gift could have on your estate and your specific situation. PAGE 12

13 Our Volunteer Involvement Program trains interested and engaged members of the community for non-profit board engagement opportunities. VOLUNTEER INVOLVEMENT PROGRAM The Volunteer Involvement Program (VIP) started in 1992 to identify, recruit and place diverse leaders from Greater Atlanta into policy making roles to enhance the effectiveness of nonprofit agencies. Since its inception, more than 2,000 graduates have provided service to more than 350 nonprofit governance boards and committees throughout Greater Atlanta. WHAT IS VIP? United Way s VIP is a 10-week, 40-hour training program offered in spring, summer and fall. It is designed to develop and enhance leadership skills and increase diverse volunteer participation in nonprofit boards and leadership positions across Greater Atlanta communities. VIP gives participants the tools to serve as effective board members of local nonprofit agencies. Workshops include fundraising, strategic planning, marketing, and financial and legal decision making. Applications are solicited community-wide. The selection committee reviews applications and selects no more than 25 individuals per class. The selection criteria are designed to recruit a group of demonstrated leaders who are diverse in their ethnicity, profession and community service. PAGE 13

14 UNITED WAY IMPACT FUND Many of Greater Atlanta s most pressing social issues like homelessness, low high school graduation rates and low economic mobility aren t standalone problems; they are interconnected. No one organization or solution can move the needle on these complex issues by itself. That s why we at United Way created the Impact Fund: to tackle our community s biggest problems through collective impact. United Way invests its Impact Fund dollars in assembling teams of dozens of nonprofits to develop collaborative solutions that lead to positive and sustainable outcomes for the community, like self-sufficiency, access to healthcare for all individuals and families, and academic achievement for all children. Thanks to nearly 50,000 volunteer hours, partnerships with local and state governments, and private philanthropy, the impact of programs supported through the United Way Impact Fund is multiplied many times over. So, giving to the United Way Impact Fund allows you to have the biggest impact on our community. WHAT YOUR DOLLARS DO 5 per week / 260 annually Provides a two-week scholarship to a summer camp to help a child build self-confidence and reading skills -or- Three job seekers get MARTA cards to get to and from their job interviews 10 per week / 520 annually Provides three high school students with college prep assistance so they can learn how to tackle the SAT -or- 30 days of rent payment assistance to help a family avoid eviction 20 per week / 1,040 annually (Includes Women of Cole and African-American Partnership) Provides 25 hours of training to help a homeless veteran get certified in a trade -or- 90 hours of home repair for seniors 10,000 annually (Includes Tocqueville Women s Leadership Council) Provides one Volunteer Income Tax Assistance (VITA) site that will help put 400,000 back into the pockets of working families and nearly 1 million back into the community -or- Training for 8,000 early childhood teachers ensuring 160,000 children enter kindergarten ready to learn and are primed for academic success 25,000 annually Provides move-in support for ten veterans (includes: application fees, first month s rent, security and utilities deposits as well as continued case management and follow-up) -or- Helps 20 people avoid emergency room visits saving Greater Atlanta taxpayers 30,000/year

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