Finale speaker tells of United Way's impact on a family, page 2. Winter 2013, Vol. 9, No. 4 EDUCATION INCOME HEALTH UNITED WAY RAISES $61.7 MILLION, Community Support Creating Opportunities for Better Lives Across the Region Busting out the tambourines and megaphones for a cheering crowd of 850 plus, United Way of Greater Cincinnati revealed that our community has pulled off a major feat, raising $61.7 million, $650,000 over last year's $61,050,000 total. This represents the most new dollars since 2007. “We envisioned and committed to achieve a bold stretch goal for this year as the first step to reach United Way’s bold vision of $75 million by 2020,” said campaign co-chair Michael D. Connelly, president and CEO, Catholic Health Partners. “We felt we needed to take a concrete step to move assertively to position our community to be successful in reaching the community’s Bold Goals in education, income and health.” Connelly and his wife, Sally, a community volunteer leader, announced the 2013 campaign result to the energetic volunteers, donors, advocates, agency and community partners, and staff attending the October 30 luncheon at Duke Energy Center. “It is clear our community cares and continues to recognize the collective impact we can make to align and achieve Bold Goals for our Greater Cincinnati area,” added Sally Connelly. "We set out to raise every dollar we could to help children start kindergarten ready to learn and succeed in school, to help families build financial stability and people live healthy, quality lives. Together, we have done that," said Rob Reifsnyder, UWGC's president. “Whether you contributed a major gift or a dollar a week, we thank you. This is what it means to LIVE UNITED.” continued on page 2 continued on page 2 FUNDING ALIGNS WITH BOLD GOALS Thanks to the thousands of individuals and companies that contributed to the 2013 campaign, United Way of Greater Cincinnati is investing more than $51 million in initiatives, programs and services essential to making progress toward achieving the region’s Bold Goals in education, income and health. Funding decisions for local result-producing programs were announced in December, after approval by the Board of Directors, and will be implemented in January 2014. "We are pleased that we are able to invest in impact areas that help children, families and individuals lead better lives,” said United Way Board chair James C. Ellerhorst, partner, Deloitte. "These investments would not be possible without the generosity of our community’s individuals, companies and foundations, and the outstanding leadership of Michael and Sally Connelly, our 2013 campaign co-chairs, and their team of committed volunteers and staff.” UWGC president Rob Reifsnyder said, “Ours is a community that is committed to helping each other, and these investments are the result of so many generous donors and volunteers. Because of their support, United Way, working with its many agency and community partners, can help children attain academic and personal success, and families and COMMUNITY MATTERS
Transcript
Finale speaker tells of United Way's impact
on a family, page 2.
Winter 2013, Vol. 9, No. 4
EDUCATION INCOME HEALTH
UNITED WAY RAISES $61.7 MILLION,Community Support Creating Opportunities for Better Lives Across the Region
Busting out the tambourines and megaphones for a cheering crowd of 850 plus, United Way of Greater Cincinnati revealed that our community has pulled off a major feat, raising $61.7 million, $650,000 over last year's $61,050,000 total. This represents the most new dollars since 2007.
“We envisioned and committed to achieve a bold stretch goal for this year as the first step to reach United Way’s bold vision of $75 million by 2020,” said campaign co-chair Michael D. Connelly, president and CEO, Catholic Health Partners. “We felt we needed to take a concrete step to move assertively to position our community to be successful in reaching the community’s Bold Goals in education, income and health.”
Connelly and his wife, Sally, a community volunteer leader, announced the 2013 campaign result to the energetic volunteers, donors, advocates, agency and community partners, and staff attending the October 30 luncheon at Duke Energy Center.
“It is clear our community cares and continues to recognize the collective impact we can make to align and achieve Bold Goals for our Greater Cincinnati area,” added Sally Connelly.
"We set out to raise every dollar we could to help children start kindergarten ready to learn and succeed in school, to help families build financial stability and people live healthy, quality lives. Together, we have done that," said Rob Reifsnyder, UWGC's president. “Whether you contributed a major gift or a dollar a week, we thank you. This is what it means to LIVE UNITED.”
continued on page 2
continued on page 2
FUNDING ALIGNS WITH BOLD GOALSThanks to the thousands of individuals and companies
that contributed to the 2013 campaign, United Way of Greater Cincinnati is investing more than $51 million in initiatives, programs and services essential to making progress toward achieving the region’s Bold Goals in education, income and health.
Funding decisions for local result-producing programs were announced in December, after approval by the Board of Directors, and will be implemented in January 2014.
"We are pleased that we are able to invest in impact areas that help children, families and individuals lead better lives,” said United Way Board chair James C. Ellerhorst, partner, Deloitte. "These investments would not be possible without the generosity of our community’s individuals, companies and foundations, and the outstanding leadership of Michael and Sally Connelly, our 2013 campaign co-chairs, and their team of committed volunteers and staff.”
UWGC president Rob Reifsnyder said, “Ours is a community that is committed to helping each other, and these investments are the result of so many generous donors and volunteers. Because of their support, United Way, working with its many agency and community partners, can help children attain academic and personal success, and families and
COMMUNITY MATTERS
GIVE ADVOCATE VOLUNTEER$61.7 Million...continued from page 1
Funding...continued from page 1
Campaign strategies included reaching more companies. More than 73 companies are making new corporate gifts and there are 25 new employee campaigns. In addition, more than 60 percent of the region’s top 200 businesses increased their investment in the community through United Way.
Strategies to reach this year’s goal also included:• A Catholic Health Partners grant matching new and increased
contributions and a Tocqueville Challenge Match made possible by The Carol Ann and Ralph V. Haile, Jr./U.S. Bank Foundation that matched all new and increased gifts of $10,000 or more.
Leanna and Josh are featured in a section of Collective Impact, the 2013 campaign film. Leanna spoke at the finale about the progress their son has made at Redwood, a United Way agency partner.
Employees of Horseshoe Casino were happy their company was recognized as the top new business of the campaign, raising $51,500.
From left: Rob Reifsnyder, president, United Way of Greater Cincinnati; Sally and Michael Connelly, campaign co-chairs; Trish Smitson, CEO, Greater Cincinnati Region of the American Red Cross; James C. Ellerhorst, partner, Deloitte, and chair, United Way’s Board of Directors; James L. Wainscott, chairman, president & CEO, AK Steel Corporation, and 2014 campaign chair. Ellerhorst thanked the Connellys "for their energetic and dedicated leadership, and for bringing a unique perspective to this year’s campaign." Wainscott said, “It was my great privilege to serve as the ‘wing man’ for Michael and Sally.”
• GE was number 2 in the Top 25 and continued its leadership in advancing the Bold Goals for Our Region by providing a $200,000 Bold Goals Match for new gifts to the campaign.
• Efforts to engage more leadership: United Way’s Tocqueville Society (donors of $10,000 or more) grew by 115 new members, including 36 new Women's Leadership Council members. As part of this year’s Bold Women effort, more than 150 individual women have endorsed the Bold Goals, with special interest in early childhood, education and lifting children and women out of poverty.
SAVE THE DATE: LEADERS AND LEGENDS LUNCHEONMAY 6, 2014 DUKE ENERGY CENTER
individuals move toward financial stability. “We are especially pleased to be able to reward top performing
programs delivering quality services in education, income and health with increases based on performance,” he added.
EDUCATION: HELPING CHILDREN SUCCEEDPreparing children for kindergarten, United Way’s top
priority, is receiving $10,230,200, a .9 percent increase, for programs and initiatives such as Every Child Succeeds and Success By 6®. Another $7,538,200 is targeted for programs that help youth achieve success, another priority within education. Through its partnership in campaigns such as the Read On! Campaign for Early Grade-Level Reading and Be the Change and One-to-One tutoring initiatives, United Way is committed to working toward ensuring children have access to quality preschools and tutoring support to read on grade level.
INCOME: LIVABLE WAGES, CAREER PATHWAYSAnother $8,190,500 will support programs that help families
and individuals achieve financial stability, the second highest priority. The emphasis is on employment, job readiness and basic needs, particularly food and shelter, that continue to challenge local families
HEALTH: HELPING INDIVIDUALS LIVE HEALTHY LIVESTo help individuals live quality lives and achieve maximum
health and independence, United Way is investing $6,886,900 in health programs and initiatives.
Other community investments that help create lasting change in our community include $1.5 million for place matters, with program locations in Avondale, Price Hill, Madisonville, Walnut Hills, Felicity, Middletown, and Covington.
Another $4.4 million is invested in capacity building; public policy and advocacy for critical education, income and health policies and funding; strategic initiatives; and research, survey and database support. The $4.4 million also includes United Way direct services such as United Way 211, United Way Volunteer Connection, Success By 6®, Community Impact, and the Community Research Collaborative, a partnership with the University of Cincinnati.
The Greater Cincinnati Region of the American Red Cross, United Way’s fundraising partner in the campaign, receives $4.9 million. Donor-directed gifts to specific initiatives and programs, primarily related to early childhood, and to neighboring United Ways (primarily Butler and Warren counties), total $7.4 million.
A complete list of investments can be found on United Way’s website at uwgc.org/investments.
2
GIVE ADVOCATE VOLUNTEER
Pomeroy was among companies and organizations recognized as WOW campaigns, deserving of a big WOW and grateful applause. The company raised $333,178, a 55 percent increase over last year, with an 18 percent participation increase and 23 new leadership givers.
“So far in 2013, local companies have completed more than 700 projects, giving people a first-hand look at the initiatives, programs and community partners their contributions support. United Way Community Care Day projects have engaged more than 13,000 volunteers who’ve dedicated more than 46,000 hours and saved agencies more than $1.1 million,” said Kevin Carroll, group manager, P&G, and co-chair, United Way Volunteer Connection (above, right). Excellence in Volunteering awards, presented by Ethicon, Inc., part of the Johnson & Johnson family of companies, went to Ernst & Young (top, left) and GE Aviation. Both companies were among the top campaign performers.
• The Herbert R. Brown Society gained 56 members, and United Way Emerging Leaders (donors 40 or younger who give $1,000 or more) has 303 new members. There are also 60 members of the new Hispanic Leadership Society, launched last year.As is the case every year, the dollar total announced
includes contributions already turned in or reported as well as conservative projected final figures on a number of campaigns still underway. About 84 percent of the campaign was processed or officially reported by the finale event. The
remaining campaigns must be finalized in the next few months.The Greater Cincinnati United Way campaign includes
geographic campaigns conducted in Northern Kentucky, the Eastern Area (Clermont and Brown counties), the Middletown area, and Dearborn and Ohio counties in Indiana. Their results are: Northern Kentucky, $4,375,000; Eastern Area, $1,645,942; Middletown, $1,236,921; and Dearborn and Ohio, $184,898.
The campaign is a fundraising partnership of United Way of Greater Cincinnati and the Greater Cincinnati Region of the American Red Cross. The campaign began August 28.
BUENGER AWARD SALUTES EDUCATION LEADERSHIPKathleen Elizabeth Garrison received the Clement L.
Buenger Award for Leadership in Education at the campaign finale. The award honors someone in the community who is strongly committed to ensuring all children and youth succeed academically. This is the third year the award has been presented.
Garrison is always at the forefront of suggesting new ideas to help give youth a chance at success, says her nominator. She has co-written a book called Money Matters that is used in the elementary neighborhood schools to teach youth about finances. She started the back-to-school book bag program, a highlight of the Madisonville Street Festival where the bags are given out to children. She has worked with corporations to secure things necessary to help youth move forward.
She has been with S.C.A.T.T. (Students Concerned about Today and Tomorrow) since its founding when her sons were young teens. She had noticed that many youngsters in her neighborhood didn’t have the direction she thought important to growing into responsible, productive adults and played a key role in the organization as it awarded scholarships and did many activities to better and beautify the neighborhood.
The Buenger Award is named after Clem Buenger, who served as the president and CEO of Fifth Third Bank for more than 10 years, and also led what became known as the Buenger Commission, which developed a report outlining recommendations for improving Cincinnati Public Schools. He and his wife, Ann, were committed volunteers who gave
their time and resources throughout their lives. Clem was a long-time United Way volunteer and supporter who chaired the 1981 United Way Campaign.
Kathleen Elizabeth Garrison (left) received the Buenger Award, presented by Tillie Hildalgo Lima, president/CEO, Best Upon Request, and secretary, United Way of Greater Cincinnati Board of Directors, who served as finale emcee.
3
The following Top 25 companies and organizations have made giving back to the community a top priority. These corporations are leaders in their industries and also philanthropic giving:
The 25 highest per capita giving companies with at least 25 employees and 55% employee participation that are not large enough to be in the Top 25.
ORGANIZATION TOTAL
1 P&G $11,050,000
2 GE Aviation/GE Aviation, GE Aviation Components Service Center, GE Federal Credit Union, IAMAW Locals 912 & 162, UAW Local 647, Int'l Guards Union of America Local 8
$5,000,000
3 Fifth Third Bank $3,327,000
4 Catholic Health Partners & Mercy Health $1,856,428
5 Macy's, Inc./Macy's Corporate Office — Downtown and Kemper Road, Macy's Credit and Customer Service, Macy's Stores, Macy's
$1,699,886
6
Western & Southern Financial Group/Western Southern Life Insurance Company, Capital Analysts, Eagle Realty Group, Columbus Life Insurance Company, W&S Brokerage Services, Fort Washington Investment Advisors, W&S Financial Group Distributors, Touchstone Investments, Integrity Life Insurance Company, Lafayette Life Insurance Company
$1,358,352
7 Ethicon, Inc./part of the Johnson & Johnson famliy of companies $1,350,000
8 The Kroger Co. $1,157,985
9 Cincinnati Children's Hospital Medical Center $1,150,000
10 U.S. Bank $925,133
11 Duke Energy/United Steelworkers of America Locals 12049 & 5541-06, Utility Workers of America Local 600,International Brotherhood of Electrical Workers Local 1347
$868,000
12 PNC Bank $821,000
13 Toyota Motor Engineering & Manufacturing North America, Inc./Toyota Motor Sales USA, Inc., Cincinnati RegionToyota Motor Sales USA, Inc., North American Parts Center KY
$729,657
14 Ohio National Financial Services $725,841
15 Cincinnati Bell, Inc./Communications Workers of America Locals 4400 & 4401
$722,486
16 American Financial Group, Inc. $701,901
17 University of Cincinnati, UC Health & UC Physicians $658,000
18 TriHealth, Inc. $610,000
19 American Modern Insurance Group Munich Re America
$530,127
20 AK Steel Corporation $500,000
21 Luxottica $467,640
22 Deloitte $439,735
23 The Carol Ann & Ralph V. Haile, Jr./U.S. Bank Foundation
$425,000
24 Citi $380,832
25 The Cincinnati Insurance Companies $372,293
ORGANIZATION TOTAL
1 Horseshoe Casino $51,500
2 Anchor Properties $19,480
3 CD Sourcing Partners LLC $10,000
3 DIGS|Real Estate|Design|Construction|™ $10,000
3 Jedson Engineering, Inc. $10,000
3 Montgomery Inn, Inc. $10,000
7Advantage Sales & Marketing, Advantage/Action, and IN Marketing Services
$9,243
8 Cintrifuse $9,004
9 PL Marketing $8,960
10 Ohio Gastroenterology & Liver Institute $7,000
ORGANIZATION TOTAL
1 Katz, Teller $2,270.52
2 Bartlett & Co. $1,967.43
3United Way of Greater Cincinnati
$1,573.08
4 Interact for Health $1,459.97
5Squire, Sanders & Dempsey LLP
$1,299.35
6The Corporex Family of Companies
$1,273.54
7 HORAN $1,129.50
8 Frost Brown Todd, LLC $1,121.09
9 Ernst & Young LLP $1,055.75
10 Thompson Hine LLP $1,032.37
11 BKD, LLP $1,000.98
12 AIM MRO Holdings, Inc $983.61
13Fund Evaluation Group, LLC
$981.91
14 Clopay Corporation $936.42
15 General Cable Corporation $915.33
16Cincinnati USA Regional Chamber
$901.06
17KnowledgeWorks Foundation
$899.60
18 USI Midwest $883.04
19 Blank Rome LLP $868.20
20 Michelman, Inc. $821.64
21Bahl & Gaynor Investment Counsel
$820.16
22Park National Bank Southwest Ohio & Northern Kentucky
$818.88
23 Cincinnati Works $803.58
24 Dinsmore & Shohl LLP $780.59
25 LyondellBasell $739.07
THE TOP 25 THE TREMENDOUS 25The largest corporate, retiree and employee campaign donors.
TOP 10 NEW PARTICIPATINGCOMPANIES The largest new business donors. To qualify, a company or organization can provide a new corporate gift, a new employee campaign or both.
United Way is committed to helping our families, friends and neighbors achieve the building blocks for a better life. Part of this work relies on reaching out to new donors, including new businesses that have never before supported United Way.
The following businesses either made a corporate gift, ran a new employee campaign or both for the first time:
GIVE ADVOCATE VOLUNTEER
4
The Sky was the Limit – whether by plane, hot air balloon or a commitment to LIVING UNITED. The hard work of the community made the United Way of Greater Cincinnati - Middletown Area campaign a success, raising $1,236,921 for education, income and health. Co-chairs Daniel J. Picard and Tammi E. Thompson, Picard Law Firm, announced the results at a celebration October 30 at the Banquet Center of Middletown Area Senior Citizens, a United Way agency partner.
GIVE ADVOCATE VOLUNTEER
UNITED WAY WORKS ACROSS OUR REGION TO IMPROVE LIVES
"Most people, whether they know it or not, have benefited from United Way one way or another," said RaeLena Morrison, 2013 Brown County Campaign chair, at a United Way of Greater Cincinnati - Eastern Area Brown County Awards and Recognition Luncheon October 3. The event recognized corporate partners for their support of United Way in Brown County and Brown County agency partners that work to improve education, income, and health in the community. From left: Betty Burwinkel, board member, and Dayne Michael, supervisor, Brown County Educational Service Center (BCESC), a United Way agency partner; Doug Green, Ohio State Representative; James Frazier, superintendent, Sally Frydryk, treasurer, and James Castle, board member, BCESC; Debra Gordon and Sarah Ghee, United Way; Morrison; Jina Bohl, Western Brown Local Schools.
TAXPAYERS SHOULD PLAN NOW TO GET MORE MONEY BACK ON 2013 TAXES
than 469 volunteers, more than 18,200 tax returns were prepared, returning more than $21.3 million in tax refunds to local families. Since United Way began participating in the EITC regional initiative, the collaborative has been instrumental in returning more than $100 million to the community.
There is still time to join this effort and become a volunteer tax preparer. No previous experience is necessary, although a commitment to work a minimum of 12 hours during tax season, January 31- April 15, is recommended. Free IRS training and certification is provided. Not only will you be giving back to the community – you’ll also learn a valuable skill! You can
As the 2014 tax season approaches, taxpayers should plan now to avoid paying to get their own money back. Those who qualify can get their state and federal tax returns prepared and e-filed for free and receive up to $6,044 additional cash back by claiming the Earned Income Tax Credit (EITC).
EITC, sponsored by United Way of Greater Cincinnati, IRS Volunteer Tax Income Assistance, AARP, and Ohio Benefit Bank, helps low- to moderate-income working families at more than 128 sites throughout the tri-state region. It is the nation’s largest anti-poverty program benefitting families.
Last year, thanks to the work of more
sign up for the training through February 28, but EITC would like to have the bulk of volunteers signed up before sites open at the end of January.
Tax preparation will be available at locations in Hamilton, Clermont and Butler counties, Northern Kentucky and Southeast Indiana. Learn more at www.makeworkpay.com.
Famed economist Ben Friedman, William Joseph Maier Professor of Political Economy, and former chair, Department of Economics, Harvard University (left), discussed the benefits of setting community-wide Bold Goals and the investments it takes to achieve them. Event co-sponsors United Way of Greater Cincinnati and the Federal Reserve Board of Cleveland, Cincinnati Branch, brought together local nonprofit leaders for its fourth annual nonprofit forum, “The Human Economics of Achieving the Bold Goals For Our Region” December 9. Forum panelists also included (from left) Stephanie Byrd, executive director, United Way Success By 6®; Janice Urbanik, executive director, Partners For a Competitive Workforce; and Craig Brammer, president, The Health Collaborative. Co-sponsors also included Agenda 360, Vision 2015, the University of Cincinnati, the UC Economics Center, and the Cincinnati Economics Organization.
5
William G. Kagler, former head of both The Kroger Co. and Skyline Chili, was also a dedicated community leader. In addition to helping raise funds for United Way of
Greater Cincinnati, he also was involved with the United Negro College Fund and, an Eagle Scout himself, with United Way agency partner Dan Beard Boy Scout Council.
“I worked with Bill Kagler on several United Way campaigns in the 1980s," says Rob Reifsnyder, president, UWGC. "He was focused, tough and committed to United Way and community. Our community will miss Bill.”
Do you ever wonder how your legacy can advance the common good for years to come? Read the story of Dorothy Meader Martin Kersten, a quiet, unassuming woman who, nearly 30 years ago, set in motion a pattern of future funding that continues to provide caring and hope for many in our region today.
Hal Klink, senior vice president, U.S. Bank; chair, United Way of Greater Cincinnati Investment Committee, and a member of its Accountability & Services Cabinet, was Dorothy’s banker and friend. "She was an extremely civic-minded individual, with a wide array of interests," he says. "The success of a furniture business launched in the 1880s by her maternal grandfather, Daniel Meader, had major impact on the philanthropic landscape of Cincinnati."
A good steward of her family’s considerable fortune, Dorothy passed away in 1984, wid-owed and with no heirs, and 19 organizations – including United Way of Greater Cincinnati
– were recipi-ents of her generosity.
Dorothy’s memory lives on through the yearly proceeds of her endowed Tocqueville gift. She is partnering with future generations to make great strides toward ensuring that all children are prepared for school and life, families and individuals are financially stable and individuals live healthy lives and achieve maximum independence.
If you are interested in learning how you can leave a legacy, contact Mary Ann Remke, director, planned giving, at 513-762-7112 or [email protected]. For more information on planned giving, please visit www.uwgc.org/plannedgiving.
IN MEMORIAM LEAVE YOUR LEGACY TODAY Create Hope for Future Generations
LEAVE A LEGACY These United Way supporters have demonstrated their passionate commitment to advancing the common good – forever! On behalf of the lives that they have touched, we thank them.
Recognizes those persons who have made a planned gift in their will, estate plan, current gift, or by some other means to the United Way Foundation or to The Greater Cincinnati Human Services Endowment Fund. (Endowment gifts are above and beyond annual giving.)
Legacy Leaders
NEW MILLION DOLLAR LEGACYSteve and Julie Shifman and Family
NEW LEGACY MEMBER Jannelle More
Esther Dunn for L. Ross Love Memorial Scholarship FundBy Alpha Delta BouleBy Kevin BlackistonBy Otto BudigCDO TechnologiesBy Beverly GrantBy Sandra MulliganBy Kenneth RobinsonBy Karl T. Williams, Esq.
Luchia BuchlerBy Raye Allen
Michael and Sally ConnellyBy Raye AllenBy Suzanne Kathman
Myrita P. CraigBy Raye Allen
Dorothy GarvinBy Venita Garvin
Kirsten LeckyBy Mackey McNeill
P&G Legal DepartmentBy Paul Smith
Rebecca SykesBy Suzanne Kathman
NEW HONORARIUMS IN HONOR OF:NEW MEMORIALS IN MEMORY OF:
For more information on planned giving, please contact Mary Ann Remke, director, planned giving, at 513-762-7112, or [email protected]. Also visit www.uwgc.org/plannedgiving.
Fakhrunnisa ShareefBy Paul PetersBy Sarwar Shareef
Non-Profit Org.U.S. Postage
PAIDCincinnati, OhioPermit No. 2008
United Way of Greater Cincinnati2400 Reading Road, Cincinnati, OH 45202-1478
Vice President, Marketing: Carol N. AquinoEditor: Patti CruseContributors: Laura Beth Griffith, Seth Holt, Alexandra RobinsonLayout: Becky Mengel FreundWilliam G. Kagler photo courtesy of The Kroger Co. Inquiries: 513-762-7143 or [email protected]
