Family Philanthropy and United Way Mark Louchheim March 17, 2016 This template can be used as a starter file for presenting training materials in a group setting. Sections Right-click on a slide to add sections. Sections can help to organize your slides or facilitate collaboration between multiple authors. Notes Use the Notes section for delivery notes or to provide additional details for the audience. View these notes in Presentation View during your presentation. Keep in mind the font size (important for accessibility, visibility, videotaping, and online production) Coordinated colors Pay particular attention to the graphs, charts, and text boxes. Consider that attendees will print in black and white or grayscale. Run a test print to make sure your colors work when printed in pure black and white and grayscale. Graphics, tables, and graphs Keep it simple: If possible, use consistent, non-distracting styles and colors. Label all graphs and tables.

Family Mission Statement We value giving back, and a benefit of a family business is it provides a vehicle to strengthen the family and teach members our values. Inherited Values  Our View of our Family Businesses Ongoing Family Practices  Give a brief overview of the presentation. Describe the major focus of the presentation and why it is important. Introduce each of the major topics. To provide a road map for the audience, you can repeat this Overview slide throughout the presentation, highlighting the particular topic you will discuss next.

Importance of Philanthropy Louchheim Foundation matching fund for G4’s, occasional Day of Caring activity. Guidelines are around local, education, religious institutions. Give a brief overview of the presentation. Describe the major focus of the presentation and why it is important. Introduce each of the major topics. To provide a road map for the audience, you can repeat this Overview slide throughout the presentation, highlighting the particular topic you will discuss next.

Family Values = Business Core Values Family values form the basis of our businesses’ Core Values.  We want giving, unselfish people working at the company.  United Way is best way to give back to the community. Not about what the family’s individual passion, but about what our employees want and how we can best serve the community.  We encourage our employees to volunteer and be involved in the community.  United Way can help facilitate this.  Today, Millennials expect their companies to be involved in the community.  Our participation in UW has helped in our recruiting great employees. Give a brief overview of the presentation. Describe the major focus of the presentation and why it is important. Introduce each of the major topics. To provide a road map for the audience, you can repeat this Overview slide throughout the presentation, highlighting the particular topic you will discuss next.

Bobrick’s United Way Campaign No intimidation or coercion to give (always a peer-to-peer solicitation) – our employees own the Campaign at each of our six divisions.  We have the committees visit United Way agencies, give time for rallies, use payroll deduction.  Excluding our family members, we match dollar for dollar (to encourage giving).  2015 results, with just over 500 employees our divisions ranged from 75% to 94% participation, with per capita giving >$200 employee = $110K which were matched by the company, plus the family gifts. Give a brief overview of the presentation. Describe the major focus of the presentation and why it is important. Introduce each of the major topics. To provide a road map for the audience, you can repeat this Overview slide throughout the presentation, highlighting the particular topic you will discuss next.

Give a brief overview of the presentation Give a brief overview of the presentation. Describe the major focus of the presentation and why it is important. Introduce each of the major topics. To provide a road map for the audience, you can repeat this Overview slide throughout the presentation, highlighting the particular topic you will discuss next.