Moving Forward Together- United Way in the U.S.A.

1. Moving Forward Together- United Way in the U.S.A. Tocqueville Leaders Gathering April 12, 2013 Willard Hotel Stacey D. Stewart U.S. President United Way Worldwide

2. Today We Will Discuss • 2013 U.S. Vision and Priorities for United Way • United Way’s Collective Impact Journey- • Where we have been • Where we are today • Where we are going • What we need to do to get there

3. 2013 U.S.A. Network Metrics and Priorities • Vision: Fuel & accelerate a nationwide movement that builds opportunity for all,  and adds velocity to United Way USA in fulfilling its potential to “do well and do good” U.S.A. Network Metrics U.S.A. Network Priorities • Trust • Impact • Supporters (Donors, Advocates, Volunteers) • Revenue (mission-oriented) • Performance and execution with reliance on data • Presence as leader & convener on Education, Income, Health; Strategic relationships • Lead & support worldwide network as prominent member • Recruit & retain the right talent; Reflect future state Cultural Foundation Distributed Leadership, Interdependency, Mutual Accountability, Alignment

4. 2018 Goals- A Benchmark for Success Audacious goals that can’t be achieved by United Way alone United Way set out a challenge in 2008, that by 2018 we would work withcommunities to: • Cut by half the number of students who drop out • Cut by half the number of financially unstable lower-income working families • Improve by one-third the number of healthy risk-avoiding youth and adults

5. Making Progress Since 2008-National Accomplishments • Local Transformation and Progress • Mobilization Groups (63) • Campaign for the Common Good (54 additional) • Issue Area Adoption- Education, Income, Health • 97.5% of Local United Ways have adopted LIVE UNITED • National Recognition • White House Council for Community Solutions- 37 United Ways, 150 community conversations • Social Innovation Fund- 5 of 20 Grantees are United Way led • Grade Level Reading Campaign- 12 of 14 All American City Awardees are United Way partnerships • Organized Network Alignment- Partnership Groups (Launch May 2013)

6. Where We Have Been- United Way’s Value Proposition

7. Local United Way Progress Today • Of the 745 local United Ways who participated in • 2012 Community Impact Practices Survey: • 84.3% have the CEO’s commitment to creating long-term community change • 54% have selected the community’s priority issues for targeted action • 46.8% have publicly declared community goals with partners • 25.1% have developed and implemented strategies • 17.4% have documented results tied to strategies Bottom Line: Good Start, Right Direction, More to Do

8. We Know it Works- 9 Education Mobilization Groups Strong Progress 33% • 8 have turned outward and hosting community conversations 89% • 7 are forming, involved in and/or leading education coalitions 78% Moderate Progress 45% • 6 have publicly committed to a specific education issue 66% • 6 have made visible organizational changes 66% Limited Progress 22% • 4 have generated additional resources to support education 45% • 5 have a full complement Give, Advocate, Volunteer activities 56% • 5 are experimenting with enhanced workforce engagement 56%

9. What We Learned from the Mobilization Work • Many local United Ways are struggling to align campaign and community impact work • Transformation requires paradigm shifts inside UW and with community • Many local United Ways don’t understand their role and value proposition • Trust and credibility of United Way increases in the community as different relationships with partners were formed • Leadership Matters - CEO and Board support is critical

10. National ProgressEDUCATION GOAL: Raise the Graduation Rate GOAL 78% 76% 75% 74% * As measured by the averaged freshman graduation rate Source: National Center for Education Statistics

11. National Progress INCOME GOAL: Reduce Number of Lower-Income Working Families That Lack Financial Stability* 39% 39% 37% % of lower-income working families spending >40% on housing costs GOAL * Financially unstable means that lower-income working families spend >40% on housing costs Source: American Community Survey

12. National ProgressHEALTH GOAL: Increase Youths and Adults Who Are Healthy and Avoid Risky Behaviors* GOAL: ADULTS ADULTS YOUTH GOAL: YOUTH ADULTS YOUTH *Adults and youth were measured using separate survey. For youth, the measure is: grade 9-12 students who reported being healthy and avoiding risky behaviors (not involved in school violence; no tobacco or drug use; no alcohol abuse (including drunk driving); practicing abstinence or safe sex; and not being overweight. For adults, the measure is: adults 18 and over who reported being healthy and avoiding risky behaviors (good overall health; no tobacco use; no alcohol abuse; not obese, no high blood pressure) Source: Centers for Disease Control and Prevention

13. Guiding Principles for Moving Forward • United Way Must Be Seen as Leader in Education, Income and Health • Track and Measure Results: • National U.S. Goals and Results • United Way’s Contribution to National Results • Be Clear on Metrics- Trust, Impact, Donors (individuals) and Revenue (mission-oriented) • Continue Capacity Building – Local and Network Performance • Reinforce United Way’s Role - Value Proposition • Be Clear on Messaging Tied to a Cause

14. How Do We Get to Our Education Goal? Start in the Lowest Performing Schools150 United Way Communities

15. Graduation InitiativeGoal: By 2015 150 United Ways with the lowest-performing schools in the country are working in alignment to increase the graduation rate in the U.S. 2013 10-20 Partners – Leading the Graduation Initiative 2015 100 more United Ways join the Graduation Partnership 2014 – 50 more United Ways join the Graduation Initiative Partnership -Common cause and agenda-Aligned Metrics -Mutually Reinforcing Activities

16. Graduating 100% More Students from a Targeted 150 United Way Communities 586,333 graduates 560,000 graduates

17. Discussion