1. #AllIn4CLC @UnitedWayLnC

2. EXPERTS EXCHANGE Boomers Away!!! Strategies to Engage Retirees Community Leaders Conference May 2016 Vancouver, British Columbia

3. #AllIn4CLC @UnitedWayLnC The Power of Boomers and Retirees ‒ For United Way ‒ Unprecedented Transfer of Wealth Two Approaches Presented: 1.United in Retirement 2.Labour Retiree Engagement Strategy Q and A’s throughout Wrap-Up

4. #AllIn4CLC @UnitedWayLnC MindBase 260M People Segmented Database United Way 658K donors United Way Donors Identified by Demographic Segment Output Donor Segmentation Research – Process Overview Millennials: < 36 years old Gen X'ers: 36 - 48 years old Boomers: 49 – 67 years old Retirees: > 68 years old 9 major markets Boston Cincinnati Cleveland Columbus Dallas Los Angeles Louisville Phoenix San Francisco

5. #AllIn4CLC @UnitedWayLnC Boomers and Retirees are United Way’s Best Donors 53% of Donors 68% of Donations LEGEND: MILLENIALS Expressive / Connected GEN X’ERS Driven / At Capacity BOOMERS Rock Steady / Down To Earth /Sophisticated RETIREES Measure Twice / Devoted Market Footprint DonorsDonations 20% 25% 27% 34% 14% 10% 27% 43% 16% 52% 24% 8% Source: MindBase segmentation of donor records in 9 major market United Ways

6. #AllIn4CLC @UnitedWayLnC Boomers and Retirees are Strongest Donors (All 9 Markets) Expressive Connected Driven At Capacity Rock Steady Down to Sophisticated Measure Devoted Earth Twice $82 Avg. Annual Donation Weighted ($) UWMBMV Donor Segments GEN X’ers $322 MILLENNIALS $177 RETIREES $417 $172 $181 $306 $338 $396 $222 $280 $522 $390 BABY BOOMERS $372 7.0% Source: MindBase segmentation of donor records in 9 major market United Ways

7. Boomers are retiring in substantial numbers 7 Source: US Census Data, 2012 and AARP 62 65 Age 17% have already retired 8,000 will turn 65, every day, for the next 18 years

8. #AllIn4CLC @UnitedWayLnC Unprecedented Wealth Transfer: 2016 - 2050 8 “Greatest Generation” to Boomers Boomers to Gen X’ers and Millennials $ (Trillions) Source: Accenture Consulting, “Intergenerational Wealth Transfer Challenges, 2016

9. #AllIn4CLC @UnitedWayLnC Group 1: United in Retirement Mark Lamothe, Volunteer, United Way of Massachusetts Bay and Merrimack Valley, Boston MA John Millikin, Volunteer, Valley of the Sun United Way, Phoenix AZ Carla Snyder, Director of Corporate Relations, Valley of the Sun United Way, Phoenix, AZ

10. #AllIn4CLC @UnitedWayLnC Research Findings and Learnings 4 cities: Boston, Columbus, Los Angeles, Phoenix“60 is the new 40”Retirement planning starts ~5 years before the actual date of retirementProspective retirees envision their retirement as active and intellectually stimulating“Graduating” vs. “Stopping” or “Resting”Want to leverage their talent and skills – not just keep busyOpen and interested in a “community” of retirees, but NOT a “retiree club” or a “senior center”Expectation that connectivity will be digital / social media

11. #AllIn4CLC @UnitedWayLnC Boston Plans / Programs

12. #AllIn4CLC @UnitedWayLnC Plans / Programs – Boston United in Retirement A nationwide program that allows retirees to serve their communities through service and mentoring and engage with other like minded individuals regardless of location. Creating a vibrant, active, social-service component to your retirement has never been easier. United in Retirement is a national program of service projects, mentoring opportunities, and social engagement events that can travel with you as you travel. Volunteer in Boston during the summer, mentor a young individual during your winter stay in warmer climates, and enjoy social activities with other like-minded retirees in each location. All facilitated and coordinated through United Way’s network of organizations and partner agencies and accessible on any laptop or mobile device.

13. #AllIn4CLC @UnitedWayLnC Next Steps – Boston Prototype Development – Complete May 15 -Mock up key components within new UW VolunteerHQ  Speaker series  Volunteer opportunities  Mentoring opportunities User Testing – Complete June 15 Launch – September 15

14. #AllIn4CLC @UnitedWayLnC Phoenix Plans / Programs

15. #AllIn4CLC @UnitedWayLnC Plans / Programs – Phoenix World Café Feedback….. Communicating what is already available. Creating forums to better understand the issues and what volunteer opportunities are available. Retirees want to drive what their commitment is i.e. episodic, based on number of months spent in the Valley (snow birds), finite times frames for specific projects and more. Using Retirees as speakers bureau representatives getting the word out as conduits of knowledge transfer Underlying and pervasive theme of frustration with the Education system and not now what to do to make a difference Value in using social media and technology – fastest growing group to be kept informed

16. Target Audiences

17. Those getting ready to retire from United Way partner firms Those already retired from United Way partner firms living locally Those retirees coming from other places, including part- time residents

18. Going Forward

19. Three pronged approach - Enhance volunteerism among retirees Targeted effort on Retiree Giving Education both by and for retirees

20. What we have done so far…..

21. Survey of selected existing partner companies to discuss reaching Their employees who are planning to retire Developed a Retire United flier to enlist participation Connected with active retiree clubs at ASU, USAA and Motorola Started Retire United web page on United Way website: http://vsuw.org/you-can-help/join-a-group/retire-united http://vsuw.org/you-can-help/join-a-group/retire-united

22. What we have done so far….. Enlisted the help from HR departments with several employers including ASU, Copperpoint, Scottsdale Insurance, USAA and others. Retire United highlighted in a blog satisfyingretirement.comsatisfyingretirement.com Set up outreach session at Sun City with homeowner’s group. Working with VSUW marketing to develop a more targeted social media campaign.

23. Retire United

24. 24

25. 25

26. 26

27. #AllIn4CLC @UnitedWayLnC Group 2: Labour Retiree Engagement Strategy Sharon Lupton, National Director, Labour Programs and Services, United Way of Centraide Canada, Ottawa ON Maureen Curtis, Manager for Labour Programs, United Way/Centraide Windsor-Essex, Windsor ON

28. #AllIn4CLC @UnitedWayLnC Boomers Away!!! 60 is the New 40

29. #AllIn4CLC @UnitedWayLnC Labour Retiree Engagement Strategy

30. #AllIn4CLC @UnitedWayLnC Retiree Engagement in Windsor Essex, Ontario

31. #AllIn4CLC @UnitedWayLnC Retirees Promoting Volunteering

32. #AllIn4CLC @UnitedWayLnC Retirees Promoting United Way Campaign

33. #AllIn4CLC @UnitedWayLnC Moving Forward

34. #AllIn4CLC @UnitedWayLnC Uploaded Resources: Boomers Away!!! Session Materials: PowerPoint Retire United Launch Plan Retire United Brochure

35. #AllIn4CLC @UnitedWayLnC Uploaded Resources (cont.): United Way Retirees Association: Ideas for Engaging Baby Boomers/Retirees Video Series to assist with donor conversations United Way Worldwide: Tocqueville Sustainer Program Charitable Gift Annuity Information IRA Charitable Rollover Guide

36. #AllIn4CLC @UnitedWayLnC Contacts: Mark Lamothe, Volunteer, United Way of Massachusetts Bay and Merrimack Valley, mlamothe@supportunitedway.orgmlamothe@supportunitedway.org John Millikin, Volunteer, Valley of the Sun United Way, john.millikin@asu.edu john.millikin@asu.edu Carla Snyder, Director of Corporate Relations, Valley of the Sun United Way, csnyder@vsuw.orgcsnyder@vsuw.org Sharon Lupton, National Director, Labour Programs and Services, United Way Centraide Canada, slupton@unitedway.caslupton@unitedway.ca Maureen Curtis, Manager for Labour Programs, United Way/Centraide Windsor-Essex, mcurtis@weareunited.commcurtis@weareunited.com Tricia Smith, President & CEO, United Way Retirees Association, tricia.smith@uww.unitedway.org tricia.smith@uww.unitedway.org