United Way of Greater Cincinnati Channeling Influence Into Action Tocqueville Growth and Engagement

World Class Arts Institutions –Strong Arts Campaign raising $11.5 million for 101 organizations Professional Baseball and Football Teams Nationally Ranked Universities and Colleges Hospital Systems with Strong Research Capacity Growing YP Presence s The Region is Home to 9 Fortune 500 Companies Revitalized Downtown and Riverfront Independent Restaurants and Local Chefs Gaining National Prominence Strong Local Attractions: Zoo, Museums, Waterparks, Aquarium, Casino, Amusement Park Metropolitan Statistical Area: 2.14 Million CINCINNATI AT A GLANCE: A LIVEABLE AND VIBRANT MIDWESTERN CITY

$61,700,000 raised in 2013 for services 6 th Largest United Way in the Country 4 th Highest Per Capita Giving among 50 largest United Ways Efficient Campaign: 100,000 donors unite in our region’s largest community engagement effort 1.55 Million Reside or Work in the Service Area Regional Model and Vision: 10 Counties: Hamilton, Clermont, Brown and Butler (Middletown) in Ohio; Boone, Kenton, Campbell and Grant in Kentucky; Dearborn and Ohio Counties in Indiana CINCINNATI AT A GLANCE: ONE OF THE STRONGEST UNITED WAYS IN THE COUNTRY

CINCINNATI AT A GLANCE: STRONG GROWTH IN MEMBERS AND DOLLARS Founding Founded in 1985 with 13 Members (5 current members) Company Driven One Annual Gathering Tocqueville Award Established Current State More than 900 members Donating $11.1 Million Member Driven Bring One Diverse Menu of Engagement Opportunities –Unique Affinity Groups –Strong Pipeline –Growing Brand Recognition

SO, HOW DID WE DO IT ?

OUR PATH, OUR PLAN ANNUAL CAMPAIGN SUSTAINED BY LEADERSHIP GIVING 0.1% avg. annual growth Leadership Giving Increases ($M) Donor Number Decrease K K

Dollars Raised (in Millions) Tocqueville Giving Our Plan 1999 – Create Challenge Match that Funded a Product that Started a Conversation. Apply Human Resources Coupled with Known Champions. Offer a Network that Did Not Exist in Large Scale Build Brand Using a One on Many Approach First Engage the Mind then the Heart and then make the Ask ALLY ALIGN ACT OUR PATH, OUR PLAN

People, Product & Passion Have a Product(s) to Sell Identify Prospects Aligned with the Product(s) Enlist/Train Solicitors Who Are Passionate about the Product Coupled with a Challenge Match Until 2014

EDUCATION By 2020, at least 45% of adults will have an Associate's degree or higher By 2020, at least 85% of youth will graduate from high school (prepared for life, college and career) By 2020, at least 85% of children will be prepared for kindergarten Preparing children, youth & young adults to succeed in school and life EDUCATION By 2020, at least 45% of adults will have an Associate's degree or higher By 2020, at least 85% of youth will graduate from high school (prepared for life, college and career) By 2020, at least 85% of children will be prepared for kindergarten Preparing children, youth & young adults to succeed in school and life INCOME By 2020, at least 90% of the labor force will be gainfully employed Ensuring individuals and families achieve financial stability INCOME By 2020, at least 90% of the labor force will be gainfully employed Ensuring individuals and families achieve financial stability HEALTH By 2020, at least 70% of the community will report having excellent or very good health By 2020, at least 95% of the community will report having a usual place to go for medical care Helping individuals live quality lives & achieve maximum health and independence HEALTH By 2020, at least 70% of the community will report having excellent or very good health By 2020, at least 95% of the community will report having a usual place to go for medical care Helping individuals live quality lives & achieve maximum health and independence GREATER CINCINNATI RESIDENTS ARE EDUCATED, FINANCIALLY STABLE AND HEALTHY BOLD GOALS FOR THE REGION: THE PRODUCT

AGENDA FOR COMMUNITY IMPACT: PRODUCT Ultimate Outcome: Children Grow Into Successful Adults Ultimate Outcome: Children Grow Into Successful Adults Ultimate Outcome: Families and Individuals Achieve Financial Stability Ultimate Outcome: Families and Individuals Achieve Financial Stability Individuals live healthy lives and achieve maximum independence Bold Goals: By 2020, at least 70% of the community will report having excellent or very good health By 2020, at least 95% of the community will report having a usual place to go for medical care Key Strategies:  Prevention & wellness activities  Access to quality care  Chronic disease management Supporting Strategies: child abuse, domestic violence, substance abuse prevention and treatment #3. Children/Youth achieve success in school and life Bold Goal: By 2020, at least 85% of youth will graduate from high school (prepared for life, college and career) Key Strategies:  Early grade reading proficiency  Quality out of school time Supporting Strategies: social, emotional and physical health; parenting education; family involvement in schools EDUCATION INCOME #1. Children prepared for kindergarten Bold Goal: By 2020, at least 85% of children are prepared for kindergarten Key Strategies:  Best practice home visitation  Quality early care and education Supporting Strategies: social, emotional and physical health; parenting education #2. Families/Individuals achieve sustained employment Bold Goal: By 2020, at least 90% of the labor force will be gainfully employed Key Strategies:  Family & work supports  Ready for work  Secure & maintain employment  Advance in career Supporting Strategies: housing; financial education HEALTH Neighborhoods are Vibrant Places to Live October 2011

PATH TO TOCQUEVILLE ENGAGEMENT: ALLY, ALIGN, ACT Lists Recognize Luncheons Networking Reward Inform Connect Engage Advocate Educate Inspire Influence Change Impact Accountants 6% CEO’s 23% Lawyers 7% Non-Workplace 13% Others 13% Top 25 Non-CEO’s 38%

TOCQUEVILLE SOCIETY: LEADERSHIP STRUCTURE Tocqueville Advisory Council: Strategy and Content Launched in 2011 to Oversee Strategic Direction, Governance, Retention Developed : Mission/Vision Statement Channeling Influence Into Action Message Platform Live Your Legacy Program Alignment Ally Align Act Tocqueville Cabinet: Sales Identifies and Cultivates New Members Identifies and Cultivates New Segments of the Campaign Record-breaking results in: New Members (54 WLC) New Members (35 WLC) New Members (40 WLC) Advocates Within Their Industry/Sphere of Influence 2013 Chair – Paul DeLuca Manager Leadership Development Practice P&G 2014 Chair – George Yund Managing Member, Frost Brown Todd LLC

UNDERSTAND AND SELL THE VALUE OF THE NETWORK WHILE BUILDING THE BRAND Give the member a unique and safe network or experience that no other organization can provide on a large scale. The Cincinnati Tocqueville Society is the premiere leadership platform in the region. Crosses all geographies, industries, ages, gender, religions, ethnicities. Channels influence to drive change. Members are truly Living Their Legacy. As the brand builds – the flywheel will bring members to you. Structure/balance engagement opportunities around common themes of Ally, Align and Act. A.G., Lafley, CEO, P&G

UNDERSTAND THE CHANGING NEEDS OF YOUR MEMBERSHIP Survey, Analyze, Adapt! Resulted In: Tocqueville on the Road Survey of membership in 2010 yielded three distinct themes and one over-arching comment. Quotes follow: “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?” And throughout each of the these statements: want a stronger connection – “How can I plug in?” An evening series outside of downtown that alternates between networking and deep dive sessions on specific topics. Ally & Act Beyond the Check (Align) Brief 45 minute gatherings to engage new and longstanding members on programs and progress

UNDERSTAND AND SELL THE VALUE OF THE NETWORK WHILE BUILDING THE BRAND First Tuesday Lunches (Ally) Held: First Tuesday of each month September – June Speaker: Member only Topic: Speakers choice Cost: Full sponsorship $50,000/year Attendance: At capacity 175 United Way Message: CEO and speaker (brief) Member Message: Recent awards noted Tocqueville Updates: New members introduced, Legacy Gifts recognized Program Updates: Events highlighted on calendars Prospects: Welcomed with member (limited seating)

UNDERSTAND AND SELL THE VALUE OF WOMEN GIVING AT THE $10,000 LEVEL Women’s Leadership Council (WLC) Member Quote “My company requires me to mentor young women coming up through the ranks. I would do this happily if not required. WLC gatherings are the only place that I can be with like-minded women who face similar challenges as I do each and every day. I have formed relationships that will last a lifetime … I will always connect the dots back to United Way and the WLC.” 200+ Members Giving $2.2 Million Benefits & Engagement Opportunities : In home gatherings Signature ongoing mentoring program Professional development Networking – just fun!

UNDERSTAND AND SELL THE VALUE OF AFFINITY GROUPS African American Plus One! Tocqueville benefits, plus one more Quarterly lunches similar to First Tuesdays Volunteer projects Mentoring opportunities Unique venue events The pipeline includes donors of $1,000 or more. Founded in 2001 this affinity group has 110 leadership and 11 Tocqueville donors giving $407,000. It is not about dividing, it is about including. Use to drive growth and keep the pipeline full.

UNDERSTAND AND SELL THE VALUE OF AFFINITY GROUPS It is not about dividing, it is about including! Use to drive growth and keep the pipeline full. Emerging Leaders Plus One! Tocqueville benefits, plus one more. Professional development seminars, board training, networking, mentoring and hands-on projects The pipeline includes donors under the age 40 and giving $1,000 or more annually. Adapted message platform to include social media paths. Member Quote: “ I joined Tocqueville when I was in my late 30’s. It was a stretch. When my peers figure it out in their 50’s, I will own the room.”

UNDERSTAND AND SELL THE VALUE OF AFFINITY GROUPS It is not about dividing, it is about including! Use to drive growth and to keep the pipeline full. Hispanic Leadership Society: Plus One! Tocqueville benefits, plus one more. Baseline : 4 Leadership/3 Tocqueville for $42, (Preliminary): 51 Leadership/16 Tocqueville for $320,487 Members of the Hispanic community giving a gift of $2,500 or more. Annual volunteer project(s) within the Hispanic Community Networking events – Partnerships with other Hispanic Groups Dinners in private homes for Tocqueville members and prospects Created Mission & Vision statement and Brand Mark Connected By Culture

ENGAGEMENT IS BROAD, INCLUSIVE, INTEREST AND PASSION DRIVEN Tocqueville Riders – 4 Rides in 2013 Women's Tennis, Travel & Book Groups Tocqueville Innovation Lab Under consideration: Foster unconventional collaboration to solve problems Convene leaders who share a common bond of interest, talents and networks Recent Book Club Trip to Napa

UNDERSTAND HOW TO MARKET YOUR MESSAGE Tocqueville/WLC/WINGs LinkedIn Crowd-source ideas Create virtual community Brand recognition on business LinkedIn page Social Media Ambassadors to drive attendance and excitement Newsletters with rotating stories based on unique interests

SO, HOW DID WE DO IT? IT NEVER ENDS UP LOOKING LIKE THIS.

THIS IS WHAT IT REALLY LOOKS LIKE!