United Way of Miami-Dade Leadership Circle

United Way of Miami-Dade Leadership Circle

My parents taught me the importance of commitment to the community at an early age. I have been richly blessed in life and find that giving my time and treasure to and through United Way, with its values and community intensity, is a perfect way to live those teachings. - Penny S. Shaffer, Ph.D. Market President, South Florida Florida Blue Miami has been built on the world s most diverse dreams. Our United Way nurtures those dreams and leverages that diversity, empowering more people to share in our vision for the best possible future. - Carlos A. Migoya President & CEO Jackson Health System Corporate social responsibility has been engrained in me since I began working at UPS more than 30 years ago. We are proud to leverage our national footprint and partner with the United Way to support and increase awareness about community-serving organizations that empower our local neighborhoods. I am excited to lead the efforts for this year s program and look forward to continue being an advocate for years to come. Romaine M. Seguin President & CEO UPS Americas and the Caribbean United Way of Miami-Dade Founded in 1924, United Way of Miami-Dade strengthens the community by improving the education, financial stability and health of our residents. Why education, financial stability and health? Education is the foundation of it all. A good education leads to better jobs with better pay. A stable income is key to greater financial independence. Good health allows children to learn better, adults to increase their income through productive work and older adults to remain independent in their homes. How do we go about this work? First, we begin by asking some tough questions and listening to the community. Then, we partner with individuals and organizations with the expertise to create solutions. We invest in quality programs, we advocate for policies that improve lives, we collaborate. We evaluate our work and report our results to you. By working together, we can solve some of our biggest challenges. We can build a thriving community in which we all want to live, work and raise our families. We invite you to join us to LIVE UNITED by giving, advocating and volunteering. Why give to United Way? Because we are local. You make our community of Miami-Dade a better place to live by helping tens of thousands of people achieve a better quality of life every year right in your own backyard. Because you call the shots. People like you volunteers from all professions, neighborhoods and backgrounds look at the needs of the community and make decisions about how to best invest in the United Way community plan. Because your voice will be heard. As an effective agent of change, United Way is your advocate within public policy, for bringing much-needed dollars into the local community as well as instituting and changing policies that support struggling working families. Because your financial gift goes farther. Every $1 you give to the United Way community plan turns into $2.30 worth of help for your neighbors. Because we are accountable. We take our role as stewards of your generosity very seriously. We adhere to strict governance practices which include volunteer oversight at every level to ensure that our operations meet the highest levels of professionalism and excellence. United Way of Miami-Dade consistently receives high ratings from charity watchdog organizations for efficient and effective operations.. Because great things happen when we LIVE UNITED. Your gift to the United Way community plan is the most powerful way to change lives throughout your local community. By supporting United Way s work in the three building blocks for a good life education, financial stability and health you personally help improve the quality of life for us all. Thank you for making such an important gift.. 2 1

United Way Young Leaders Our Young Leaders represents the next generation of business and community leaders giving back to Miami-Dade. This network of philanthropic young professionals, 40 years and younger, invests its time, talent and resources to improve education, financial stability and health in our community. As a member with an annual gift of $1,000 or more, you will enjoy a roster of educational, social and service events that will prepare you for future leadership roles, such as: Instant access to a network of community business leaders and volunteers Increased involvement in the community through skills-based volunteer and advocacy projects that have measurable impact on our community Personal and professional development seminars; activities like our Luncheon with Leaders series, which connects members with prominent local executives Social events including happy hours, pub crawls, luncheons and a lively interactive brunch, among others 2 3

United Way Women s Leadership United Way Tocqueville Society Women s Leadership harnesses the power of women to support meaningful change in our community through philanthropy, advocacy and volunteerism, with a particular focus on improving the quality of early childhood education. Our Tocqueville Society is Miami at its very best an influential group of 776 business, civic and philanthropic leaders who share a passion for improving people s lives and our community personally and collectively. The Society is named after French historian Alexis de Tocqueville, who recognized, celebrated and immortalized the voluntary spirit that typifies America. Created by United Way Worldwide to honor individuals who have served their communities with extraordinarily high levels of giving, we established our Tocqueville Society in 1991. As a member with an investment of $1,000 or more annually, you set a strong example for others to follow while also receiving the following benefits: Networking opportunities with like-minded women, both business and civic leaders First-hand look at how investments are improving young children s lives in Miami-Dade and beyond Meaningful volunteer activities like ReadingPals, a volunteer reader program Advocacy on issues important to women and families Access to a national network of over 55,000 of dedicated female philanthropists Personal and professional development opportunities including our Let s Do Lunch series, which connects members with top female executives and visionaries in the community, as well as our signature Annual Breakfast that attracts over 1,200 Women s Leadership Members As a member of this esteemed and powerful group with a gift of $10,000 or more, you demonstrate your keen devotion to this community and benefit from the following opportunities: Annual Grand Reception appreciation event, hosted at a private home Personal and professional networking opportunities like our First Tuesday monthly breakfast series Exclusive social and volunteer events In-depth briefings and first-hand looks at community challenges and solutions One-on-one consultation on personal philanthropic goals La Table Ronde de Cinq Millions de Dollars - La Table Ronde d un Million de Dollars United Way of Miami-Dade has received 71 Million Dollar Roundtable gifts, the largest number of any other United Way. There are close to 550 gifts of this level across the United Way system. Bill Gates, Teresa Heinz and Dr. Thomas Frist are examples of some national members. To know more about this exclusive group and benefits, please visit www.unitedwaymiami.org/milliondollarsroundtables. 4 5

The United Way Endowment Ways to Give The United Way Endowment provides long-term sustainable funding to meet the needs of our children and families and guarantees the financial strength of United Way for generations to come. For those who have spent a lifetime giving, an endowment gift is a way to make it last forever. Because United Way s leadership in bringing people and institutions together to respond to community needs has been unparalleled over the past 90 years, a gift to The Endowment helps you create lasting solutions to emerging health and human service needs even the needs we can t anticipate today. We can help you find the right charitable gift for you, in confidence and without obligation. Here are a few of the gifts to consider: In your will After you structure your will to provide for your family first, include a gift to United Way of Miami-Dade and other charitable organizations you love. Gift of stocks or bonds You ll enjoy additional significant tax advantages if you donate stocks you ve owned for more than one year and that are worth more than when you purchased them. Gift of retirement assets Consider making United Way of Miami-Dade a beneficiary of a percentage of your retirement plan assets. Then, leave less heavily taxed assets to your loved ones. Gift of insurance There are several ways that you can use life insurance to give back to United Way of Miami-Dade. We can help you explore your options.. Gift of cash A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year s tax return. For more information, or to communicate your intention of making a gift, please call Dania Gorriz at (305) 646-7016. Leadership giving levels Annual gift Level of giving $1,000 - $2,499...Cornerstone $2,500 - $4,999...Pillar $5,000 - $9,999...Pioneer Tocqueville member levels: $10,000 - $24,999...Membres de la Société $25,000 - $49,999...Ordre de Liberté $50,000 - $74,999... Ordre d Egalité $75,000 - $99,999... Ordre de Fraternité $100,000 - $999, 999....La Société Nationale $1,000,000 or more...la Table Ronde un Million de Dollars $5,000,000 or more.....la Table Ronde de Cinq Millions de Dollars Fast track giving Created to allow donors to incrementally increase their gift over a period of three years, our fast track program allows donors to enjoy the benefits of their chosen level right away. Fast track to leadership example: Year 1 Year 2 Year 3 To Cornerstone... $500... $750... $1,000 To Pillar...$1,000... $1,750...$2,500 To Pioneer...$2,500...$3,750...$5,000 To Tocqueville Society: Membres de la Société... $5,000...$7,500... $10,000 Ordre de Liberté...$15,000...$20,000...$25,000 Ordre d Egalité... $30,000...$40,000...$50,000 Ordre de Fraternité...$55,000... $65,000... $75,000 La Société Nationale... $80,000...$90,000...$100,000 Family gifts You can combine your gift with that of your spouse or partner from the same or different organizations, for a total of $1,000 or more, and be recognized together at the leadership level. Gifts of securities Reap greater tax benefits by making your contribution with a gift of appreciated securities. United Way will facilitate this transaction. 6 7

Thank you Loyal Contributors 35,000 of you have been giving to any United Way for 10 years or more. Thank you Loyal Contributors! We celebrate you! The effects of your remarkable commitment and generosity will continue to change lives and transform our communities for years to come. In gratitude for your service, we d like to present you with a red feather pen an emblem of generosity that became synonymous with charitable giving in the late 1940s when it was used by hundreds of Community Chests, War Chests and United Funds, the forerunners of today s United Way. Today it can be yours to wear as a powerful demonstration of your legacy of support for programs improving the education, financial stability and health of our community. Your giving is truly a benchmark of compassion and an example of altruism for us all to follow. Thank you. United Way really touches all sectors, it helps everyone in our community. There is no other organization that can do that and do it so well. I believe in United Way s three pillars, education, financial stability, and health, and that is why I have chosen United Way and invite others to join me in supporting its work. - Miguel G. Farra Partner Morrison, Brown, Argiz & Farra, LLC If you have not received your pin and would like to share your story, please contact us at 305.646.7278. 8 9

United Way of Miami-Dade The Ansin Building 3250 Southwest Third Avenue Miami, FL 33129-2712 (305) 646-7000 unitedwaymiami.org 8690-2015 10