CELEBRATING 25 YEARS OF VISIONARY LEADERSHIP AND PHILANTHROPY FOR A HEALTHIER LEHIGH VALLEY

TOCQUEVILLE SOCIETY

United Way of theGreater Lehigh ValleyUnitedWayGLV.org

United Way

United Way of the Greater Lehigh Valley

1110 American Parkway NEAllentown, PA 18109

(p) 610.758.8010 | (f) 610.867.7255

UnitedWayGLV.org

“Tina and I have been long time supporters of the United Way as a means to help the many in need in our local community. We have confidence in this well-managed philanthropic mutual fund as it helps align the varying community needs across four strategic areas – early childhood education, food access, healthy aging for seniors, and emergency services – with solution providers across the Lehigh Valley, holding these organizations accountable for achieving measurable differences.”

~ Eric Luftig, Vice President, Victaulic; Co-chair, Tocqueville Society Advisory Cabinet

“I have been very fortunate to grow up in the Lehigh Valley and it has been a great place to build my career and raise my family. Through United Way, I am able to give back to my community and create better opportunities for my neighbors.”

~ Wes Schantz, Partner, MFP Strategies; Co-chair, Tocqueville Society Advisory Cabinet

Join our community’s most trusted and influential leaders – united in building a stronger community for all.

Tocqueville Society members are improving lives and strengthening communities. They are passionate about creating opportunities for a better life for all, and they are getting things done.

As a Tocqueville Society member, you join nearly 200 civic leaders in the Lehigh Valley with a strong commitment and dedication to our community. Your involvement with United Way—from your knowledge, ideas and energy to your financial support—transforms lives and rewrites the future of Lehigh Valley for generations to come.

Great Things Happen When We LIVE UNITED.

Kim Perry, Co-chair, 2014 CampaignEric Luftig, Co-chair, Tocqueville Society Advisory Cabinet

When you give through United Way, you are guaranteed experience and accountability. Together we invest in 61 high quality, results-oriented initiatives from 112 local agencies who work together to address complex challenges in a way that no single agency can.

MEASURABLE AND LASTING IMPACTBy targeting root causes of issues in EDUCATION, FOOD ACCESS, and HEALTHY AGING, we are on track to:

• Increase the number of third grade students reading at grade level by 50% — changing the lives of 80,000 children

• Reduce the number of people who are food insecure by 50% — ensuring 40,000 people have nutritious food accessible at all times

• Increase the number of older adults whose basic needs are met at home by 50% — keeping 8,000 seniors safe and healthy in their own homes

As always, we also continue to fund vital EMERGENCY SERVICES such as disaster relief, shelters and rape crisis support.

Together We Achieve More.

Tocqueville Society members preview the transformation of downtown Allentown at an exclusive event

TOCQUEVILLE MEMBERSHIP BENEFITSThrough annual gifts of $10,000 or more, our members make a measurable difference in our community and inspire others to be a part of the change. As a member, you enjoy the emotional reward that comes from knowing that you are part of building a stronger, healthier community. In addition, United Way offers these benefits:

• Opportunities to connect with nearly 200 of our region’s top philanthropists and professional leaders at exclusive events

• Partnership with a quality organization and dedicated staff; ensuring that gifts, voice, and time are efficiently invested locally to maximize impact

• Insider communications on United Way’s impact in our community

• Volunteer opportunities designed specifically for you and your family

• Recognition, along with your peers, in United Way publications

• Invitations to national and worldwide gatherings for National Tocqueville Society and Million Dollar Roundtable members

Many Tocqueville Society members also engage and improve lives through our Women’s Leadership Council (WLC).

DEEP ROOTS GROUNDED IN THE SPIRIT OF GIVING

The United Way Tocqueville Society was founded in 1984 to deepen the understanding and support of our most generous and community-minded investors. The name and coat of arms, the fleur-de-lis, symbolize our deep commitment to volunteerism.

Alexis de Tocqueville (1805 - 1859) was a French political thinker and historian who traveled extensively recording his observations. Three elements which he admired in North American society were liberty, equality and the spirit of neighbor helping neighbor. Democracy in America (1835), his major work, is considered an early masterpiece of sociology and political science.

Our Greater Lehigh Valley Tocqueville Society was founded in 1989. Today there are nearly 400 Tocqueville Societies throughout the world which have collectively raised over $514 million dollars from more than 25,000 individuals.

GIVING OPTIONSTAX-WISE GIVING

A charitable contribution of appreciated securities—including stocks, bonds and/or mutual funds— is one of the most tax-efficient of all ways to give. Appreciated securities with unrealized gains may be donated and a tax deduction taken for the full fair market value—up to 30% of the donor’s adjusted gross income.

CASH VS. STOCK: BENEFITS OF A $10,000 GIFT OF STOCK*

CASH GIFT STOCK GIFT

Current fair market value $ 10,000 $ 10,000Income tax saved $ 3,960 $ 3,960Capital gains tax saved (long term) $ 0 $ 2,000Medicare contribution tax saved $ 0 $ 380Net cost of gift $ 6,040 $ 3,660

* Assumes “0” basis and donor in a top tax bracket; actual savings depend on donor circumstances

For information on any aspect of giving to United Way, contact:

James Gold610.807.5717jamesg@unitedwayglv.org

United Way of Greater Lehigh Valley is a 501(c)(3) non-profit organization and your donation is tax deductible as allowed by current federal and state tax law.

LEGACY GIVING

Legacy commitments, when coupled with annual giving, help change lives today and tomorrow. Please sustain our future impact by including United Way in your estate plans.