1. United Way of Greenville County Tocqueville Legacy Circle Roxanne Cromartie Tocqueville Summit – March 26, 2015

2. United Way of Greenville County $16 million annual campaign 138 Tocqueville members 4,533 Leadership Donors ($1,000+) $7.9 million $’s from Leadership Donors 2

3. Poinsett Society - Endowment Started in 1997 Champion Volunteer Board Commitment Legacy gifts not immediate cash gifts Recognition of gifts during the donors lifetime 3

4. 4 Endowment Fund Today As of March 2015 Gifts/Cash Received $3.1 million Expectancies $17.5 million TOTAL $20.6 million 118 Legacy donors (43 TLC)

5. 5 Why Endowment? Perpetuate an annual gift – allows the donor to leave a legacy Investment dollars from the endowment go back into the annual campaign ($130,000 annually in recent years $800,000 over the history of the endowment) Makes good business sense, a long term investment for the organization

6. Tocqueville Legacy Circle(TLC) 10 $200,000+ before TLC came into existence 43 TLC -- $15.3 million 4 realized gifts 39 expectancies 6 TLC members are million dollar legacy 17 TLC are United Way Life 6

7. Keys to Success We started asking and have continued to ask United Way Life Organizational Priority Culture not a Campaign 7