United Way of Greenville CountyTocqueville Legacy Circle

Roxanne CromartieTocqueville Summit – March 26, 2015

United Way of Greenville County

• $16 million annual campaign

• 138 Tocqueville members

• 4,533 Leadership Donors ($1,000+)

• $7.9 million $’s from Leadership Donors

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Poinsett Society - Endowment

• Started in 1997

• Champion Volunteer

• Board Commitment

• Legacy gifts not immediate cash gifts

• Recognition of gifts during the donors lifetime

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Endowment Fund TodayAs of March 2015

Gifts/Cash Received $3.1 million

Expectancies $17.5 million

TOTAL $20.6 million

118 Legacy donors (43 TLC)

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Why Endowment?

• Perpetuate an annual gift – allows the donor to leave a legacy

• Investment dollars from the endowment go back into the annual campaign ($130,000 annually in recent years $800,000 over the history of the endowment)

• Makes good business sense, a long term investment for the organization

Tocqueville Legacy Circle(TLC)

• 10 $200,000+ before TLC came into existence

• 43 TLC -- $15.3 million

• 4 realized gifts 39 expectancies

• 6 TLC members are million dollar legacy

• 17 TLC are United Way Life

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Keys to Success

• We started asking and have continued to ask

• United Way Life

• Organizational Priority

• Culture not a Campaign

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