proactive trust one the united way foundation is…...we know you. we know the community and we have...

OUNDATIONFUNITED WAY OF SOUTH HAMPTON ROADS

L E G A C Y

I N N O V A T ETRANSFORM

INSPIREPROACTIVE

F O R E V E RSOLUTIONS

Q How is a gift to the Foundation

different from my annual gift?

With the annual campaign, we start over again every year at $0. Your gift to the Foundation will provide a stable stream of funding, allowing us to continue what we’ve already started and expand to new areas of need. With your help, we will continue bringing people and change the odds for future generations.

If you have – that’s great! Please consider including United Way of South Hampton Roads in those plans to help us impact lives and solve problems we cannot even imagine today.

We will help you achieve that dream. You can decide where your money goes through either a donor-advised fund or a specific agency fund. Tell us what you want to do and we’ll make it happen.

Q What if I already established a legacy

gift through a trust or another

foundation?

Q What if my passion is to really impact a cause that’s important to me

and my family?

Common Questions and Answers

legacy donors

unitedwayshr.giftlegacy.org

Invest in the Future.

Bill Reid Chief Operating Officer

(757) 853.8500 ext. [email protected]

Michele AndersonChief Development Officer

Sherri SteinDirector, Endowment & Gift Planning

1 0 0 W O M E N O F P H I L A N T H R O P Y

Class of 2006Jackie AmatoSusan BarkerJane BattenJoan BrockMarianne DickersonJoyce FainLynne FarrellSusan GoodeDeborah StearnsPriscilla Trinder Roady

Class of 2007Nancy AriasStephie BroadwaterPat CreechBetty DardenSandee FerebeeMary Sue JonesDarleen MastinDarlene MellottBetty MurdenBarbara Wolcott

Class of 2008Dr. Debra AleckDeb ButlerPolly DeckerMartha GlasserSusan HirschbielDebra KeelingAngie LovingRobin RaySunny SonnerSusan Wynne

Class of 2009Carolyn BarryTerry BlevinsCarol CohenSusan ColpittsDeborah DiCroceVicky GrayLinda KamarekSandra LewisCindy McWatersLeah Waitzer

Class of 2010Shirley BaldwinStephanie Adler Calliott Carol EverettJodi GidleyApril Koleszar TollenaereJoan LyonsJackie NapolitanoSuzanne PuryearPaige RomigDeborah Wyld

Class of 2011Helen BerndHelen DragasTerrie EdwardsDeborah GillPeggy LayneCarol McCormackBonnie MoormanCarol OrmondMegan PaddenLisa Robertson

Woman Can Make A Difference

ONE HUNDREDCan Remake a Community

Contact:Susan ColpittsSignature Wealth Advisors Chair, United Way Foundation

Darleen MastinOptima HealthChair, UWSHR Board of Directors

David AriasSwimways CorporationImmediate Past Chair, UWSHR Board of Directors

Deborah StearnsJones Lang LaSalleVice Chair, United Way Foundation

John P. MatsonTowneBank NorfolkTreasurer & Investment Committee Chair, United Way Foundation

M. Powell PetersWolcott Rivers GatesDevelopment Committee Chair,United Way Foundation

Carol McCormackUnited Way of South Hampton RoadsCorporate Secretary, United Way Foundation

Rob BroermannSentara Healthcare

Reginald CorinaldiFinancial Security Management, Inc.

Eric FoxUBS

Sharon S. Goodwyn Hunton & Williams, LLP

Kirkland M. KelleyKaufman & Canoles, PC

Richard D. KnoxCHKD (Ret.)

Michael McClellanNorfolk Southern Corporation

Paige RomigCommunity Volunteer

Donna Speller-TurnerAdvantage Business Strategies, Inc

Joseph ThomasGEICO (Ret.)

Elizabeth ShumadineCommunity VolunteerAgency Liaison, United Way Foundation

a Foundation whose mission is to fund solutions for the many problems in South Hampton Roads through new ways of working together grounded in science, sound business practices and approached strategically.

We know you. We know the community and we have the long-term relationships, the trust, the infrastructure and thousands of volunteers committed to tackling the issues of our time – together. That’s true today and it will be true tomorrow as we work to find solutions to

current problems and address problems we can’t even imagine in this moment.

Join us and be a part of the solution.Tell us your dreams and how you want to help. Together, we will build a stronger community for generations to come.

Executive Officers & Committee

The United Way Foundation is…

The Women’s Leadership Councilbegan in 2002 to mobilize women and inspire them to become powerful philanthropists through leadership, fundraising and advocacy, making a difference in the lives of women and children in South Hampton Roads.

Determined not to put their important work at risk by depending on yearly donations, the WLC Endowment Fund was created with a simple gift from a founding member in 2004. This one woman inspired three others to step up to the challenge – raising $185,000.

The following year, through an initiative called “10 for 10,” another 10 women each pledged $10,000 for a combined annual gift of $100,000. Soon, another 10 entered the equation and then another. Now in its 10th year, we have 100 Women of Philanthropy, united in working toward a common goal of supporting women and children in South Hampton Roads. So far, these 100 women have contributed a collective $1 million to the WLC Endowment – today, the largest WLC Endowment Fund in the nation.

T H E P R I VA T E B A N K

Photo: It rained 22 consecutive days in

October of 1956 and the Women’s Division

only had three days to catch up their United

Way campaign before the Victory Dinner.

Since 2005, aside from increasing the endowment, the WLC has invested nearly $500,000 in community programs, including the H.E.R. Shelter, Girl Scouts of the Colonial Coast and United for Children.

Moving forward, these powerful philanthropists will continue to focus on women, children and mothers by focusing on a two –generation approach to breaking the cycle of poverty in our community, offering support, the right tools and a path to self-sufficiency.

Yes, one woman can make a difference – these 100 women will remake a community.

Class of 2012Carolyn Abron-McCaddenAnonymousMary BluntSandy BurroughsMary Anne CarlsonHeyward DoniganPeggy HallLenora MathewsJudy ScottRenee Wampler

Class of 2013Valerie AriasSarah BishopKim CurtisJan EllmerNatalie KaszubowskiKirkland KelleyGenemarie McGeeAnn RathboneJane ShortConnie Thompson-Bodkin

Class of 2014Odette BonvouloirNel BookerJoanna BrumseyMarguerite DickersonGail FarrellSusan MillsKaren SquiresPhyllis StoneburnerNancy SykoraLeila Graham Webb

Class of 2015Edna Baehre-KolovaniShelby DavisGinny FoggAshley GallerJoanne InmanTracy KellerAngela MercerSandra Porter LeonTeri RigellPaula Smith

Jane Batten Macon & Joan BrockSusan & Norman Colpitts Douglas & Marianne DickersonDavid & Susan Goode Richard Knox Paige Romig Deborah & David Stearns Mason & Sabine AndrewsAnonymousPercy A. Brill Thomas Brill J. Daniel CooganAdelaide Eberly Kenneth E. Finck Lowery Finley, Jr. Seaborn Flournoy & Georgia Threadcraft-FlournoyElizabeth Gillespie Robert Deans Harrell

Barbara Overman Hodge James M. HughesMark T. JonesCharles L. Kaufman, Sr. Kenneth LampertLois Leatch Ann & Fred MartinMark & Carol McCormackJames Miller, Esq.Wick & Bonnie MoormanJane Little Peters Anita O. PostonWilliam R. ReidAnnabel & Hal SacksCharles & Ruth Skinner Bertha Snyder Jody WagnerMark B. Warlick Mitchell Wright

Tocqueville Legacy Circle Members Deceased

LEAVE A LEGACY.Invest in the Future.

LEGACYTRANSFORM

INSPIREPROACTIVETRUSTI N N O V A T E

FOREVERSOLUTIONS

L E G A C Y

INSPIREPROACTIVE

foundation?

and my family?

legacy donors

Eric FoxUBS

LEGACYTRANSFORM

FOREVERSOLUTIONS

L E G A C Y

INSPIREPROACTIVE

foundation?

and my family?

legacy donors

Eric FoxUBS

LEGACYTRANSFORM

FOREVERSOLUTIONS

F O R E V E R

LEGACYTRUST

TRANSFORMP R O A C T I V EINSPIRE INNOVATE

LEGACYHow can a

cupcakechange the life

of a woman?

Janessa, Sweet Haven Bakery

training graduate

Sweet Haven Baked Goods* is the creation of the HER Shelter, a 42-bed facility which provides sanctuary, counseling and other services to put homeless and abused women and children, in South Hampton Roads, back on their feet by providing the training and skills development needed to establish and stabilize themselves in solid employment. Success is sweet: in just one year, 34 women have completed the multi-week course, and from that enrollment, 31 have found employment. One outstanding graduate is Janessa, a 23-year old mother of three who sought refuge from abuse at the HER Shelter. In this safe place, she was able to sail through the Sweet Haven Bakery training program – learning budgeting, management skills, customer service skills and gaining register experience. Now, fully independent, this super achiever is a shift manager at Farm Fresh and also does cosmetic sales in her free time.

*Funding for this program was provided through a grant from the Women’s Leadership Council of United Way

Support of this program can continue with a gift to the HER Shelter Fund #032 at the United Way Foundation

TRANSFORM

PROACTIVEI N N O V A T E

Ways to Start Your Gift

- Leave a bequest in your will or trust with a simple addition to your existing will (commonly referred to as a codicil)

- The gift of stock allows you to give a gift larger than you thought possible because by giving appreciated securities, you can avoid capital gains tax.

- Use existing or new life insurance, existing life insurance policies can be changed with a simple ‘Change of Beneficiary Form.’ Or take out an United Way Life Policy*

- The gift of all or a portion of your IRA will provide your family with substantial tax advantages and can be accomplished with a simple ‘Change of Beneficiary Form.’

- Purchase a charitable gift annuity to receive a life income to supplement your retirement in return for a gift to United Way.

- Create a charitable remainder trust that provides income with tax advantages and the remaining trust assets benefit will honor your legacy at United Way

There are a number of financial vehicles to consider when planning your legacy and a gift to the United Way of South Hampton Roads Foundation. We recommend you talk with your estate/financial advisor to determine which is best for you.

LEGACYUNITED WAY OF SOUTH HAMPTON ROADS

OUNDATIONF

- A unique life insurance policy helps you make a 6-figure gift

- Only 5 years of payments

- United Way matches up to 50% of your annual payment (up to $3,000/year, or $15,000)

- Annual payments are tax-deductible

- Qualifies you for membership in one of United Way’s Legacy Societies

*United Way Life: Fully paid policy with 5 annual premium payments & 50% premium match

INSPIRELEGACY

TRUSTI N N O V A T E

TRANSFORMPROACTIVE

S O L U T I O N SFOREVER

United Way of South Hampton Roads: Funding innovative solutions to the issues we face today and tomorrow.

$4.4Women’s Leadership Council Endowment Fund: Providing

long-term support for women and their families, leading to

a stable, successful life.

Agency Funds: Passionate about a particular local agency? Discover how you can support them through your gift.

Donor-Advised Funds: Want to control where your gift goes? Let

us create a donor-advised fund to make your wishes come true.

$811kAfrican American Leadership Society Endowment Fund: Reducing gaps in education and health. *Fiscal year 2014-15

4.4 Million

Million

$Million

Million

and growing

United Way of South Hampton Roads Foundation is supporting two of our newest collective impact initiatives: United for Children and Mission United. These endowments will provide a reliable source of long-term funding continuing to align partners, resources and efforts to change the odds for generations to come. Be a part of this amazing transformation and give a legacy gift today.

Bringing the community together to drive educational success for our poorest children to break the cycle of poverty.

Supporting and solving problems for our veterans, active-duty military, and their families.SOUTH HAMPTON ROADS

• United for Children • Mission United

How does it work? What are the Collective Impact initiatives at United Way of South Hampton Roads?“Through a process called

Collective Impact we work together toward shared targets, goals, processes, solutions and resources. As applied to education, the idea (of Collective Impact) is relatively simple: The rate of educational improvement will accelerate, particularly for students living in poverty, if the numerous service providers in a community delivering programs from “cradle to career” work together and in partnership with the school district to align their activities around a set of agreed-upon goals, use metrics to make decisions and determine progress, and identify and implement best practices” (p.3).*

*Harvard Business School, “Business Aligning for Students:The Promise of Collective Impact”

Scan or visit unitedwayshr.orgfor the full publication

Since 1923, our community has trusted United Way of South Hampton Roads to support our most vulnerable neighbors through annual fundraising campaigns and donations, directing money to the areas of greatest need.

In 1999, a group of visionary volunteers established the United Way of South Hampton Roads Foundation to provide a stable, long-term funding stream for the community. The vision was to give an individual, couple, family, or group a safe place to invest a charitable gift where they could trust it would grow and support the community’s future needs, whatever they might be.

In 2013, United Way of South Hampton Roads realized it could do more, taking on a more innovative, proactive role of bringing people and organizations together to solve problems too big for anyone to solve on their own. And that mission extends to our Foundation, supporting that work solidly into the future.

Your gift will be made stronger through United Way’s centralized infrastructure, a dedicated staff and a systematic approach to problems – to do the most good and to remember your generosity now and 100 years from now.

Please join us. United Way of South Hampton Roads and our Foundation are committed to finding and supporting initiatives creating breakthrough change to our community’s most complex problems. Invest in the future through the Foundation.

TRANSFORMINSPIREPROACTIVE

SOLUTIONSL E G A C YF O R E V E R

United for Children: focuses on educational improvement – particularly for students living in poverty. In only its third year, United for Children has reached 4,000 students, in five schools, seeing measurable academic growth in math and reading scores, no summer learning loss, increased on-time attendance and good behavior – and with 100+ partners – we are just getting started!

Mission United: designed to support and solve problems for the 1.3 million active-duty military, veterans and their families in South Hampton Roads. Mission United aligns existing military support agencies through a web-based resource directory and a centralized phone number to assist with needs in employment, education, housing, health and emergency financial aid – serving those who have served our country.

FROM INDIVIDUAL ACTIONTO COLLECTIVE IMPACT

“The increased instructional time provided by United for Children directly impacted our students’ performance on the Virginia Standards of Learning so much so that our school moved from being in the lowest 5% in the state of Virginia to being conditionally accredited….this partnership between Norfolk Public Schools and United for Children is necessary, impactful and appreciated.” –Dr. Sharon Phillips, Principal at Tidewater Park Elementary School

INSPIREF O R E V E R

F O R E V E R

LEGACYTRUST

LEGACYHow can a

of a woman?

training graduate

TRANSFORM

OUNDATIONF

INSPIRELEGACY

TRANSFORMPROACTIVE

4.4 Million

Million

$Million

Million

and growing

F O R E V E R

LEGACYTRUST

LEGACYHow can a

of a woman?

training graduate

TRANSFORM

OUNDATIONF

INSPIRELEGACY

TRANSFORMPROACTIVE

4.4 Million

Million

$Million

Million

and growing

F O R E V E R

LEGACYTRUST

LEGACYHow can a

of a woman?

training graduate

TRANSFORM

OUNDATIONF

INSPIRELEGACY

TRANSFORMPROACTIVE

4.4 Million

Million

$Million

Million

and growing

L E G A C Y

INSPIREPROACTIVE

foundation?

and my family?

legacy donors

Eric FoxUBS

LEGACYTRANSFORM

FOREVERSOLUTIONS

proactive trust one the united way foundation is…...we know you. we know the community and we have...

Documents