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In 1991, United Way of Miami-Dade established The Tocqueville Society to honor those individuals who demonstrated an extraordinary sense of philanthropy with remarkably high levels of giving.

Named after French historian Alexis de Tocqueville who recognized, celebrated and immortalized the true spirit of volunteerism that lives in America’s heart, our Tocqueville Society brings together a distinguished group of individuals who share a keen devotion to our community and to its future generations.

By becoming a Tocqueville Society member, you’re affirming your leadership and deep level of commitment to transforming lives and bringing lasting change to our neighbors in need. As a member, you’ll join nearly 800 of Miami’s most influential business, civic and philanthropic leaders, 72 of whom are La Table Ronde de un Million de Dollars members. Among that elite group of generous donors, ten belong to our La Table Ronde de Cinq Millions de Dollars.

Membership in the Tocqueville Society is granted to individuals who contribute at least $10,000 annually to United Way of Miami-Dade.

Combined, the society’s investment amounts to 40% of United Way of Miami-Dade’s annual fund raising campaign. With lower overhead costs than the State average, we do more, with less to improve people’s lives and solve some of the biggest challenges facing our community.

United Way Tocqueville Society

Turning compassion into action

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Benefits of membershipAs a Tocqueville Society member, you’ll have the opportunity to participate in a variety of community and social events and connect with other like-minded business, community and philanthropic leaders. Bill Gates, Teresa Heinz and Dr. Thomas Frist are examples of our national members.

Notable past honorees of our Tocqueville Award for Outstanding Philanthropy in Miami-Dade have included Darlene Boytell-Pérez and Jorge Pérez, Gloria and Emilio Estefan, Florence and Sheldon Anderson and Leonard and Sue Miller. Homes that have hosted Tocqueville receptions include Elle Macpherson and Jeffrey Soffer, Michael Bay and Julio Iglesias. Among the many benefits members enjoy:

■■ Exclusive invitations to annual events, such as the Annual Grand Reception appreciation event at a private home

■■ Personal and professional networking opportunities like our Tocqueville Tuesday monthly breakfast series. Past speakers have included Carlos Migoya, president and CEO of Jackson Health System; José Mas, CEO of MasTec; and Edie Rodriguez, CEO and president of Crystal Cruises

■■ Admittance to prestigious social and volunteer events

■■ In-depth briefings and first-hand looks at community challenges and solutions

■■ One-on-one orientation with relationship manager

■■ One-on-one consultation on personal, philanthropic goals

■■ Tocqueville Society participation for significant other

■■ Women United participation for women of Tocqueville Society

■■ Young Leaders participation for Tocqueville Society members under 40

■■ Preferred United Way event seating

■■ Special access to United Way meet and greets

■■ Personal listing in annual Leadership and Endowment Circle Members Registry (Leadership Book)

■■ Tocqueville Society Pin

For more information on how to get involved, please contact Karina Alvarez at alvarezk@unitedwaymiami.org or (305) 646-7044.

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Tocqueville Society giving levels

Giving levels Annual gift Level of giving

Membres de la Société .................................... $10,000 - $24,999Ordre de Liberté ............................................. $25,000 - $49,999Ordre d’Egalité ................................................ $50,000 - $74,999Ordre de Fraternité ......................................... $75,000 - $99,999La Société Nationale ....................................... $100,000 - $249,999Ordre d’Indépendance .................................... $250,000 - $499,999Ordre de Connaissance ................................... $500,000 - $749,999Ordre de Prospérité ......................................... $750,000 - $999,999La Table Ronde de un Million de Dollars ........... $1 million plusLa Table Ronde de Cinq Millions de Dollars ...... $5 million

Fast track givingCreated 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

Membres de la Societe .................................... $5,000....... $7,500....... $10,000Ordre de Liberte .............................................. $15,000 ..... $20,000.... $25,000Ordre d’ Egalite................................................ $30,000..... $40,000.... $50,000Ordre de Fraternite.......................................... $55,000...... $65,000.... $75,000La Societe Nationale........................................ $80,000 ..... $90,000.... $100,000

A contribution is the simplest and easiest way for you to help meet the needs of our community’s children and families and guarantees the financial strength of United Way of Miami-Dade. In return, you will receive a chartable tax deduction that will provide you with savings on your tax return.

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Why give to United Way?5 powerful reasons to give. One empowering outcome: A stronger Miami

We’re local and invest in programs right in your own community

You call the shots – volunteers like you examine the needs of the community and decide the most effective ways to tackle them

Your voice is heard and helps to secure much needed funding for local programs and policies that support children and families

We’re accountable and adhere to strict governance practices which include volunteer oversight

Your gift goes farther through matching grants, corporate, in-kind gifts and more, meaning every $1 you give turns into $2.16 worth of help for your neighbors

Together, let’s fight for a stronger Miami

Since 1924, United Way of Miami-Dade has been an innovative force in the community, successfully responding to emerging needs and transforming people’s lives. Today, we continue that mission by forging partnerships with hundreds of individuals and organizations that share a collective vision that we can build a stronger Miami by making improvements in the areas of education, financial stability and health.

We believe that a community where all children have the opportunity to learn and thrive, where families are financially secure and where people can live their lives to the fullest because they have the good health to do so creates a place where we all can prosper today and for generations to come.

About United Way

Financials

Sources of revenues, services and other impact to the community:

Consolidated statement of financial position - as of June 2016

Assets (in millions)

Cash and cash equivalents ................................ $ 6.4Receivables ......................................................... 25.3Investments ........................................................ 39.7Other assets ........................................................... .9Land, property & equipment, net .......................... 27.6Total assets ........................................................ 99.9

Liabilities & net assets

Accounts and other payables .............................. $ 3.1Agency allocations payable .................................. 32.4Notes payable ...................................................... 13.2Total liabilities .................................................... 48.7Unrestricted ........................................................ 39.4Temporary restricted ............................................. 3.6Permanently restricted .......................................... 8.1Total net assets ................................................... 51.2Total liabilities and net assets ............................ 99.9

Public support & other income

Gross annual campaign ................................... $ 42.6Special contribution ............................................... .7Provision for uncollectible pledges ....................... (1.3)Annual campaign, net ......................................... 42.1Grants .................................................................. 9.7Special events ...................................................... 1.5Other support ....................................................... .8Total public support ............................................ 54.0Investment income and gains ................................. .5Other income ........................................................ 1.3Total public support and other income ................ 54.9

Expenses

Program expenses by volunteers ......................... 26.0Program expenses directed by donors ................. 23.3Total program services ........................................ 49.2Fundraising expenses ........................................... 2.3Management and general ..................................... 7.0Other non-operating expenses .............................. .02Total expenses ................................................... 58.5Change in net assets ........................................... (3.6)

We take our role as stewards of contributor dollars very seriously. There is nothing more important than the trust our contributors place in us. We have institutionalized strict governance practices, which include volunteer oversight at every level to ensure the highest standards of operational efficiency and effectiveness.

$54,901,458 Revenue raised

+ =$36, 770,568 Services generated

$91,672,026UNITED WAY’s impact

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10407-2017