Summary of the U.S. Task Force on United Way’s Economic Model & Growth

Why We Are In Business Mission To improve lives by mobilizing the caring power of communities around the world to advance the common good. Value Proposition We galvanize and connect a diverse set of individuals and institutions, and mobilize resources, to create long-term change.

3 Network-wide effort Significant contribution to United Way’s future Growth plan in key aspects of our model Value to all United Ways & communities Call to action & call to leadership Working Together to Drive Results Across Our Communities October 2012

4 Persistent childhood poverty High school dropout crisis Health risks fueled by obesity Income polarization High unemployment rates Fiscal pressures at all levels Realities in the U.S. Economic & operating models under pressure Highly-designated LUWs with little flexibility Network revenue growth too slow Continued donor erosion Inability to increase public trust Slowed progress to drive impact agenda Realities in the Network Setting the Context: Pressures & Challenges Working Together to Drive Results Across Our Communities October 2012 The status quo is not acceptable

5 U.S. Task Force: The Opportunity Leverage our assets but transform:  Our culture  Our model  Our operations  Our strategies  Our relationships  Our nation Working Together to Drive Results Across Our Communities October 2012 The common good response begins with us

6 Our Response: The Cultural Foundation Commitment to work together as a network to collectively solve some of the nation’s most significant problems Opportunity to consistently develop, leverage and scale strategies, approaches & partnerships to drive progress Opportunity to define and develop the complex skills needed to initiate and sustain complex social change Ability to develop and deliver value across the network to create “win-win” environment among local United Ways Performance-based approach that accelerates & consistently delivers results Interdependence Alignment Leadership Differentiation & Customization Mutual Accountability Working Together to Drive Results Across Our Communities October 2012 The cultural foundation provides a new way of working together as a network

7 Our Response: The Big Moves … “What” We’ll Do #1: From individual to network impact Stronger public engagement Influencing public policy Collaborating with partners Leveraging resources Shared strategies Common metrics Critical mass National goals Working Together to Drive Results Across Our Communities October

8 Our Response: The Big Moves … “What” We’ll Do #2: From workplace campaigns only to strategic philanthropic partner More consistent experience Expanded platform for companies CSR & employee engagement Consumers & donor stewardship Tiered levels of service Strong alignment Strategies & metrics Accountability plans Working Together to Drive Results Across Our Communities October One of the greatest assets of United Way is our strong relationship with the private sector

9 Our Response: The Big Moves … “How” We’ll Do It #3: From metro size to a new organizing framework for working together Business Performance Matrix Supports & services Collaboration mechanisms Partnerships & compacts Performance challenges Leadership & innovation Network-wide value Working Together to Drive Results Across Our Communities October Partnerships will allow United Ways to perform together against targeted challenges with solutions shared and scaled within the network

10 Our Response: The Big Moves … “How” We’ll Do It #4: From a place to work to the mission of choice Network-wide talent strategy Recruitment through succession Core competencies Culture, relationships and diversity Leadership development Working Together to Drive Results Across Our Communities October The right talent will drive performance & results against the toughest challenges

The Value if We Get it Right 11 Drive growth, increase resources & strengthen relationships Operate more effectively & efficiently at local, state and national levels Achieve scale through local & national leadership Accelerate progress & change that benefit children, families & communities everywhere Working Together to Drive Results Across Our Communities October 2012 Measurable impact, community change, a stronger United Way network

12 Call to Action and Call to Leadership right now “Together with our broad range of partners across sectors, United Way can – and must – make significant contributions to addressing the critical issues of our time. We cannot accept the status quo. We must be catalysts for change and champions of progress, both within our network and across the nation. We must model the leadership that is required in today’s complex environment and leverage the resources and relationships that will foster dialogue, generate action and deliver results at scale.” Working Together to Drive Results Across Our Communities October 2012 Each United Way will have an important role to play in defining the future

13 Discussion Working Together to Drive Results Across Our Communities October 2012

Resources United Way’s Task Force Website Questions/Feedback Mike Wood, Vice President, U.S. Field Engagement or x