United Way of Greater Cincinnati Rosemary Schlachter, President and CEO, 25 th Hour March 2016 Opportunity, Impact, and Trust: Building the Million Dollar Roundtable

2 Building the Roundtable Pipeline at United Way of Greater Cincinnati Tocqueville Society Centennial Society Frederick A. Geier Roundtable William Cooper Procter Roundtable Million Dollar Roundtable We start with a powerful base: one of the Largest Tocqueville Societies in the United States

3 Tocqueville Society at the United Way of Greater Cincinnati Founding Founded in 1985 with 13 Members (5 current members) Company Driven One Annual Gathering Tocqueville Award Established Current State More than 920 members Donating $13+ Million Member Driven – Members Recruit/Advocate New Members Mission Driven - Channeling Influence Into Action Tag Line: Living Your Legacy Diverse Menu of Engagement Opportunities

4 We Got Here by Raising Awareness and Engaging Members We gave our members a unique and safe network or experience that no other organization can provide on a large scale. Learn, Work, & Play! Our Cincinnati Tocqueville Society is THE premiere leadership platform in the region. Crosses all geographies, industries, ages, gender, religions, ethnicities. As the brand builds – the flywheel will bring members to you. Structure/balance engagement opportunities around common themes of Learn, Work, Play. A.G., Lafley, Retired CEO, P&G

5 We Continually Seek to Understand the Needs of Our Membership Survey, Analyze, Adapt! Resulted In: Tocqueville Connect (3 in 2015) Survey of membership in 2010 and 2015 yielded distinct themes: “Work does not permit me to attend the day time events – do something in the evening hours outside of the downtown location.” “Like the speakers at the lunches – wish there was more networking time.” “Happy to write the check, why aren’t you using my brain?” Members want a stronger connection – “How can I plug in?” Evening series outside of downtown that alternates between networking and deep dive sessions on specific topics Learn and Play Beyond the Check (Learn) 45-minute gatherings to engage members on programs and progress

6 We Understand the Value of the Network While We Build Our Brand and Engage Our Members First Tuesday Lunches (10 in 2015) Tocqueville Riders (4 Rides in 2015) Women's Tennis, Travel & Book Groups

7 Introduction of the Centennial Society Founded in 2014 for the purpose of building a pipeline to increase Major and Principal gift investment Recognizing ALL annual gifts at $25,000+ December 2014: 61 members February 2016: 75 members Planting the seeds for future growth… We Needed Investment Options between Tocqueville and Million Dollar Roundtable Membership

The United Way Centennial Society: Bold Living. Bold Giving. Bold Goals. Members lead by example through their generosity: inspiring others to invest boldly. 8

9 Stepping Up from Centennial Society-Level Giving Our Million Dollar Roundtable Advisory Cabinet met in 2012 to identify a strategy to increase Million Dollar Roundtable membership Outcome: Two new Roundtable recognition levels William Cooper Procter Roundtable ~ $500,000 payable within 5 years February 2016: 5 members Frederick A. Geier Roundtable ~$250,000 payable within 5 years February 2016: 4 members Mr. Geier founded UWGC’s forerunner in 1914, chaired first campaign in 1915, and served on Board of Trustees until Mr. Procter chaired campaigns 4 years, served as Board Chair in 1927 and served on Board from

Million Dollar Roundtable (18 members) $1,000,000 – $1,999,999 Commitments are payable within 5 years Outright gift Donating appreciated stock or life insurance policy Up-front pledge or challenge grant through cash or appreciated stock Giving an irrevocable planned gift; UWGC is the sole owner/beneficiary Successful Roundtable Investments – Raising the Bar Two Million Dollar Roundtable (2 members) $2,000,000 – $2,999,999 Three Million Dollar Roundtable (4 members) $3,000,000 – $3,999,999 Four Million Dollar Roundtable (2 members) $4,000,000 – $4,999,999 10

Roundtable Members Help Us Close Prospects 11