doing good - home - united way...

DOING GOOD IS GOOD BUSINESS

(REVISED)JULY 2017/2018


In 2014, United Way Suncoast adopted a 5-year strategic plan to break the cycle of generational poverty through educational strategies that give children the skills to succeed and help adults achieve financial stability.

Why? Because under-educated children in poverty are nearly three times more likely to drop out of school and repeat the cycle of poverty than their middle income peers.

The good news is that we know how the cycle works, we know how to break it, and we have the community relationships to partner with business, government and nonprofit leaders to make change happen.

As part of this plan, United Way Suncoast and partners worked together to establish three community-wide targets to measure progress and impact.

BREAKING THE CYCLE OF GENERATIONAL POVERTY

Ensure that children are surpassing key readiness and early grade reading benchmarks.

GOALS

Improve 3rd grade reading scores from 55% to 65% by 2020

COMMUNITY TARGET

YOUTH SUCCESSAges 13-18

Ensure that children are graduating from high school with the skills necessary to

pursue post-secondary education or vocational training.

GOALS

Improve high school graduation rates

from 73% to 90% by 2020

COMMUNITY TARGET

Ensure adults achieve long-term financial stability by developing the skills and

opportunities to obtain and sustain employment.

GOALS

FINANCIAL STABILITYAges 18+

Increase the number of individuals/families living at 200% of

poverty or better from 60% to 65%

by 2020

COMMUNITY TARGET

Ages 0-12EARLY LITERACY

UNITED WAY FIGHTS FOR THE EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY.

Educational Programs for Children

Building Financial Strength and Skills for Adults

Volunteer Activation

Support in a Crisis

THE WAY WE DO THAT IS THROUGH

FISCAL 2016 FINANCIAL SNAPSHOT*

STATEMENT OF FINANCIAL POSITIONAssetsCash & Cash Equivalents $2,178,543 Pledges Receivable, Net of Allowance for Uncollectible Pledges 6,063,513 Accrued Bequests 9,375 Other Receivables 705,879 Investments 24,681,047 Property & Equipment, Net 699,281 Prepaid Expenses and Other Assets 134,853 TOTAL ASSETS $34,472,491

Liabilities & Net AssetsAllocations & Designations Payable $6,406,897 Other Liabilities 994,311 Annuities Payable 309,715 Obligations under Remainder Trust Agreement 85,420 Deferred Lease Incentive 202,422 Capital Lease Obligations 42,211 Accrued Pension Cost 760,620 Total Liabilities 8,801,596 Unrestricted Net Assets 16,415,528 Temporarily Restricted Net Assets 5,211,515 Permanently Restricted Net Assets 4,043,852 Total Net Assets 25,670,895 TOTAL LIABILITIES & NET ASSETS $34,472,491

STATEMENT OF ACTIVITIESPublic Support and RevenueGross Campaign Results $20,177,276 Donor Designations (3,492,529)Provision for Uncollectibles (1,264,322) Net Annual Campaign 15,420,425Bequests/Gift Annuities/Contributions 225,652Program Revenues 1,204,380Service Fee Income 260,733Investment Return 315,426Other Income 305,983 Total Public Support and Revenue 17,732,599

ExpensesGross Funds Awarded/Distributed 14,795,794Less Donor Designations (3,492,529) Net Program Funding 11,303,265Other Program Costs 3,263,102 Total Program Services 14,566,367Resource Development 2,136,659Organizational Administration 2,295,572 Total Support Services 4,432,231 Total Expenses 18,998,598

Other Nonoperating Revenue & Expenses (113,641) Increase in Net Assets (1,379,640)

Net Assets at the Beginning of the Year 27,050,535

Net Assets at the End of the Year 25,670,895

Early Literacy 22%

Youth Success 5%

Financial Stability 14%

Support Services 23%

Designations Disbursed to Agencies

16%

Fundraising & Administration

20%

United Way adheres to best practices in non-profit policies and procedures, applying consistent, effective, internal controls and strong corporate governance to ensure accountability and transparency.

Annual Campaign (including designations)

89%

Grants & Program Revenues

6%

Bequests & Trusts 1% Investment Returns

2%

Processing Fees 1%

Other Revenue 1%

FISCAL YEAR 2016 - EXPENSES

FISCAL YEAR 2016 - REVENUE SOURCES

*financials reported for DeSoto, Hillsborough, Pinellas and Sarasota Counties


GREAT THINGS HAPPEN WHEN WE LIVE UNITED. It’s a United Way credo and you’re a shining example of the incredible impact individuals can have when working together. Without your leadership and generosity, our community would not be the same.

A CARING COMMUNITY TAKING ACTION TOGETHER

54,473 VOLUNTEER HOURS

organized through United Way HandsOn Suncoast delivered $1,283,399 in value back to the community.

100%GRADUATION RATE

graduation rate of dual enrollment students in Operation Graduate, a program for at-risk high school students, graduated on time and 90% were accepted into higher education and military

162,888 LOCAL CHILDREN

local children had access to United Way funded support last year in DeSoto, Manatee, Hillsborough, Pinellas, and Sarasota Counties.

5,673 CHILDREN

in need had access to educational programming over the summer so they were better prepared when they returned to school.

received pre-employment services including GED preparation, technical certifications, etc. to help them secure employment with family-sustaining wages.

2,179 ADULTS

6,179 ADULTS

received financial education to become more financially secure.

19,815 TAX RETURNS

were prepared by United Way's VITA partnership, with United Way-specific sites preparing 9,420 returns. Using over 400 trained volunteers, over $24.5 million in refunds were given back to the community which helped pay debt, secure safe housing, and more.

unitedwaysuncoast.org

1 Publix Super Markets, Inc.2 FCCI Insurance Group3 School Board of Sarasota County Florida4 Sarasota Memorial Health Care System5 Wells Fargo6 SunTrust Bank Southwest Florida7 Florida Power & Light Company8 Northern Trust9 Enterprise Holdings10 United Parcel Service11 Bank of America12 Universal Insurance Holding of N.A.13 Herald-Tribune Media Group14 Costco15 Sarasota Board of County Commissioners16 iHeartMedia, Inc.17 Macy’s

18 Williams, Parker, Harrison, Dietz & Getzen19 Sarasota Clerk of Circuit Court20 City of Sarasota21 BMO/Harris Bank22 Kerkering, Barberio & Co., P.A.23 United Way Suncoast24 Comcast Cable Communications, Inc.25 Gateway Bank26 Regions Bank27 Target Stores28 Florida Blue29 Iberia Bank30 Andesa Services31 Sarasota County Tax Collector32 Salvation Army Sarasota Corps33 Third Federal Savings & Loan34 Sarasota Family YMCA

35 Sarasota Manatee Airport Authority36 Children First, Inc.37 Fifth Third Bank38 Jewish Family & Children’s Service

of the Suncoast39 Dillard’s Department Stores40 Adams and Reese LLP41 PNC Bank42 Florida Center for Early Childhood43 Aetna – Claims44 Patterson Foundation45 Berry Plastics Corporation46 The Bank of Commerce47 The Greater Sarasota Chamber of Commerce48 IBM Corporation49 BB&T50 Paychex Business Solutions

SARASOTA AREA

SUNCOAST REGION

Each of these workplaces strive to create a culture of caring that includes supporting a company-wide annual workplace campaign enabling employees to donate through simple payroll deductions. These workplace campaigns require an investment of time and resources by the leadership of these organizations to plan and organize information sessions and special-themed events—all done in the spirit of working together to make a difference.In addition to financial investments, many of these workplaces encourage staff to volunteer on a regular basis.

2016WORKPLACESMOST GENEROUS50TOP

S A R A S O TA

1 Publix Super Markets, Inc.2 Raymond James Financial3 The Mosaic Company4 USAA United Services Automobile5 Wells Fargo6 Macy’s Headquarters7 Enterprise Leasing Corporation, LLC8 Tech Data Corporation9 Duke Energy10 City of Tampa11 Bank of America, Tampa Bay12 Citigroup13 Hillsborough County14 United Parcel Service15 Ferman Motor Car Company, Inc.16 SunTrust Bank, Tampa Bay17 EY, LLP

18 Deloitte19 Transamerica20 Regions Bank21 KPMG LLP22 Florida Blue23 Hillsborough County

Aviation Authority24 BayCare Health System25 Carlton Fields Jorden Burt26 MetLife27 Target Stores28 PAR, Inc.29 Valpak30 Fifth Third Bank Tampa31 FCCI Insurance Group32 Time Customer Service, Inc.33 School Board of Sarasota County

34 The Bank of Tampa35 City of Clearwater36 City of St. Petersburg37 Pwc38 Ceridian39 Moffitt Cancer Center40 United Way Suncoast41 Gerdau42 TECO Energy43 JP Morgan44 McNichols Company45 Suncoast Credit Union46 Tampa Bay Rays47 T. Rowe Price, Inc.48 Sarasota Memorial

Health Care System49 Hill Ward Henderson50 Tampa Bay Times


INVESTOR BENEFITSBUILDING A CULTURE OF PHILANTHROPY IS GOOD BUSINESS. Choose United Way Suncoast to help develop your best and brightest talent, while creating added engagement and loyalty with your employee base.

Loaned Executive ProgramIntensive 13-week immersive leadership development for high-potential staff. Loaned employee works directly with United Way to gain experience in project management, communication, public speaking, professional networking and relationship building, and corporate social responsibility impact.

Internal Campaign Chair and Committee Challenge high-potential employees to show their business acumen by planning and executing the organizational campaign. United Way staff provides mentorship during the campaign and shares insight on the team’s performance. Participants build experience in planning and implementing a marketing campaign, organizing resources, budgeting, leading others, communication and public speaking.

Young Leaders’ Society*Young Leaders’ Society is for emerging professionals 40 years old and under who are passionate about community involvement. Our members bring more than youth and professional stature: they are leaders with a vision for their future and our community.

Women United*Women’s Leadership Council brings together women of all ages in the spirit of philanthropy and service. As a network of women in leadership positions, we use our energy, talent, and passion to build a strong collective voice in our impact areas, especially in the arena of early literacy.

Volunteer OpportunitiesPromote team building, build communication, and break through silos with organized volunteer events for workgroups, departments or organization-wide. Challenge high-potential staff to organize your next volunteer event through United Way HandsOn Suncoast.

Alexis de Tocqueville SocietyTocqueville Society members are community champions who contribute $10,000 to $10,000,000 annually to United Way. Members network with area business leaders and philanthropists by attending exclusive year-round events.

* Women United donors make a gift of $1,000 or more annually. Young Leaders' Society make a gift of $500 annually.


Engage your teamUnited way Suncoast can be part of your corporate social responsibility plan. We offer a variety of engagement and professional development programs for your team.

� Day of Caring Volunteer Activity (October) � Workplace Lunch N Learns � United Way Suncoast Impact Reports and Stories

� Donors invited to United Way Leadership and/or Affinity Groups

• Women United• Young Leaders’ Society

� Art of Giving

� Custom Volunteer Activities

� Sports Team Ticket Events

� Alexis de Tocqueville Society

� Loaned Executive Program

� Volunteer Board or Committee Membership

C R E A T E ORGANIZATIONAL I M PA C T Y E A R - R O U N D

KEY SPONSORSHIPSExplore potential philanthropic alignment between organizations

� Community Impact Work Sponsorship Neighborhood-based work in alignment with organizational objectives

� Community Impact Work (Content specific) Education and adult financial stability programming in alignment with your organizational objectives

In-kind partnership opportunities between organizations

� Executive leadership on United Way Suncoast Board or Committee Provide strategic guidance through volunteer leadership participation

� Talent and expertise Provide expertise through mentoring and volunteering or donation of in-kind services to support organizational and community work

� Products, Materials and Equipment Provide new or gently used product, materials and/or equipment to support organizational and community work

� Public Relations/Events Partner to gain media support for issue awareness and corporate social responsibility

A TRUSTED PARTNER IN CORPORATE SOCIAL RESPONSIBILITY*

IMPACT ON CLIENTS

93%WILL BE MORE LOYALto CSR driven companies

87%PREFER BUYING PRODUCTS/SERVICESfrom CSR driven companies

60%WILL PAY 60% MOREto CSR driven companies

IMPA

CT ON EMPLOYEES

80%Job seekersPREFER TO WORKfor CSR driven companies

40%Employees in CSR driven companiesHAVE BETTER MORALEthan non-CSR driven companies

*Source: www.pi-slice.com

COMMUNITY ADVOCATE SPONSORSHIPEffective brand exposure is more than quantity, it’s about the quality of the audience and the placement. As a Community Advocate, your brand will be featured in a variety of high profile media and to audiences across the Suncoast.

ART OF GIVING SIGNATURE UNITED WAY SOCIAL EVENTArt of Giving is attended by more than 500 of the area’s leading corporate and individual philanthropists who come together for an engaging and exciting evening featuring live and silent auctions, delicious food and drinks, live music and an inspiring speaker.


DONOR RECOGNITIONEVERYONE APPRECIATES A HEART FELT THANK YOU AND TO KNOW THEIR GIFT MADE A DIFFERENCE.

At United Way Suncoast, we believe it is our duty to express our appreciation to each individual who makes a gift and share the invitation to connect through volunteerism, event participation and advocacy. In fact, the number one request we receive from donors is to stay connected with them throughout the year (not just at campaign time) with information on impact and opportunities to get involved. When we receive donor details, we are able to:

� Personally thank them and show our appreciation for their investment

� Communicate via digital channels to update them on the impact of their investments throughout the community

� Mail tax receipt* � Share opportunities to participate in a variety of fun engagement activities throughout the year.

� Send invitations to exclusive United Way events (including Affinity Groups, sporting events, family activities and more)

*When home mailing address is shared.

IMPA

CT ON EMPLOYEES


ELECTRONIC CAMPAIGN MANAGEMENT (E-PLEDGE)SAVE TIME AND SIMPLIFY YOUR CAMPAIGN.

COMPANY BENEFITS: � Simplify campaign reporting and electronic communication

� Access to customizable employee email templates � Real time access to your campaign stats � Accessible from any computer or mobile device connected to the Internet

� Enable immediate employee appreciation and recognition

� Ideal for single or multi-campus locations � Optional white labeled portal with co-branded messaging *

HOW IT WORKS1. United Way Suncoast staff create a private account

for each employee (data upload).2. Company emails employee an invitation to

participate in the campaign with a link to the account.

3. Employees log in and select their level of investment.

4. Employee receives immediate confirmation of their selection (for electronic pledges) and the opportunity to select how they would like to receive additional information about their investment (and tax information).

5. Your Internal Campaign staff have real time access to campaign details for reporting and employee communication. (Paper pledge data can be entered by designated Campaign staff for simplified reporting.)

COST: No out of pocket expense. Nominal processing

fee directly to United Way Suncoast, which further supports community impact work.

*Additional fees may apply for white labeled portal and customized content.

*Source: www.pi-slice.com


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_______________________________________________________________________________________________THANK YOU

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PLATINUM COMMUNITY ADVOCATE SPONSORS

GOLD COMMUNITY ADVOCATE SPONSORS

SILVER COMMUNITY ADVOCATE SPONSORS

Connecting People. Creating Change. Impacting Lives.

UNITEDWAYSUNCOAST.ORGGIVE. ADVOCATE. VOLUNTEER.

Sarasota Area Office1800 2nd Street, Suite 102

Sarasota, FL 34236Telephone: 941-366-2686

Tampa Bay Area Office5201 West Kennedy Blvd., Suite 600

Tampa, FL 33609Telephone: 813-274-0900

Manatee Area Office4215 Concept Court

Bradenton, FL 34211Telephone: 941-748-1313

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