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

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

2. 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. Setting the Context: Pressures & Challenges Realities in the U.S. Realities in the Network • Persistent childhood poverty • High school dropout crisis • Health risks fueled by obesity • Income polarization • High unemployment rates • Fiscal pressures at all levels • 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 The status quo is not acceptable Working Together to Drive Results Across Our Communities October 2012

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

6. Our Response: The Cultural Foundation Interdependence Commitment to work together as a network to collectively solve some of the nation’s most significant problems Alignment 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 Leadership Ability to develop and deliver value across the network to create “win-win” environment among local United Ways Differentiation & Customization Performance-based approach that accelerates & consistently delivers results Mutual Accountability The cultural foundation provides a new way of working together as a network Working Together to Drive Results Across Our Communities October 2012

7. 1 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 2012

8. 2 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 One of the greatest assets of United Way is our strong relationship with the private sector Working Together to Drive Results Across Our Communities October 2012

9. 3 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 Partnerships will allow United Ways to perform together against targeted challenges with solutions shared and scaled within the network Working Together to Drive Results Across Our Communities October 2012

10. 4 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 The right talent will drive performance & results against the toughest challenges Working Together to Drive Results Across Our Communities October 2012

11. The Value if We Get it Right • 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 Measurable impact, community change, a stronger United Way network Working Together to Drive Results Across Our Communities October 2012

12. Call to ActionandCall to Leadershipright 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.” Each United Way will have an important role to play in defining the future Working Together to Drive Results Across Our Communities October 2012

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

14. Resources • United Way’s Task Force Website • www.unitedway.org/ourfuture • Questions/Feedback • Mike Wood, Vice President, U.S. Field Engagement • michael.wood@unitedway.orgor 703-836-7112 x 235