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Welcome Sherrie Brach to UWW |
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Sherrie Brach to join UWW Executive Management Team
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Sherrie Brach, currently CEO for United Way of Greater Richmond and Petersburg, has agreed to join the team at United Way Worldwide starting October 3rd. She will take on the role of Executive Vice President leading the Investor Relations group.
Sherrie has served the United Way system for 22 years and has been CEO in Richmond for 11 of those years. In that role Sherrie has led the organization through its transformation to a community impact focused approach. In the area of early childhood development, Sherrie moved the issue from simply a United Way agenda item to a regional agenda item for both private and public stakeholders.
Sherrie's successful track record with investor relations and resource development precedes her success as a CEO. She led her United Way's growth in mid-size company support, leadership giving, Tocqueville membership, and endowment giving. Throughout her time in Richmond (including positions as COO and Vice President for Resource Development and Marketing), Sherrie managed relationships with major corporate leaders and affinity groups, while driving new strategies to engage donors year-round through an integrated approach across functional areas.
From 1988 to 1995, Sherrie held a number of positions of increasing responsibility with United Way of Pierce County in Tacoma, Washington. Ultimately as Vice President for Resource Development and Marketing, she implemented strategies to increase resources under management, whileat the same time increasing overall campaign results.
On the national level, Sherrie is well respected among her peers. She currently sits on the National Professional Council, has been a member of the steering committee for our National Brand Initiative, chaired our CRM Technology Task Force, and participated on the National Metrics Task Force. Sherrie has also been a sought-after trainer and facilitator for many United Way Worldwide courses and other learning opportunities.
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The Gift That Kept on Giving
In 1998, United Way of Southeastern Pennsylvania (UWSEPA) asked one of our most loyal and generous
donors, John C. Haas, to consider a planned gift to our United Way. Mr. Haas informed us that we would receive 7% of a charitable trust, amounting to $300,000 at the time, but noted that the commitment was revocable. We were honored and grateful that he chose to make such a wonderful investment in our United Way.
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John C. Haas |
Mr. Haas remained a wonderful partner to us in our work in the community, leading our Tocqueville Society and inspiring others to join him. The more he engaged with United Way, the more he supported us financially.
A few years ago, when charities that were also beneficiaries of the trust wanted to define the fixed amount of their gift, we opted to maintain our percentage. Soon thereafter, the overall value of the trust grew considerably through the sale of the Rohm and Haas Company.
Mr. Haas was near the end of his life when he told us our percentage would be increased. Shortly after his death this year, we received notice that UWSEPA would receive 60% of the remaining funds and a check for $4.6 million was enclosed! This extraordinary contribution is in addition to the $8 million gift recommended by Mr. Haas from the Wyncote Foundation.
Lessons learned: Relationship management and stewardship are critical to the long-term success of United Way and always opt for a % of the estate or trust.
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Leading by Example: The Major and Planned Giving Leadership Council
The Major and Planned Giving Leadership Council (the Council) is a terrific resource for anyone that has responsibility to cultivate leadership gifts, major gifts or planned gifts. Comprised of 19 United Way major gifts and planned giving staff professionals from the field, the Council serves as a resource to United Way Worldwide's (UWW) major gifts and planned giving staff, as well as serving as a resource to field professionals, session presenters and in-person course facilitators.
Chair of the Council, Teri Retzlaff, Senior Vice President, Innovation and Integration, United Way of Central Iowa, Des Moines, IA, has restructured the Council to include four subcommittees: Leadership Giving, United Way Tocqueville Society, Endowment and Planned Giving and Principal Gifts. Each committee is seeking to elevate best practices from the United Way field and outside the United Way system. You may hear from a member of one of these committees as they embark on their data gathering mission. We will share their findings at the 2012 Major and Planned Giving Institute.
Founded in 1990, the Council was initially created to serve as a connection between then United Way of America and the actual development and implementation of major gift programs in the field. Remember at that time the United Way Tocqueville Society was in its infancy and still a very new concept in our annual campaign driven environment. Since that time, the Council has grown in both size and scope.
Please view the Council roster and profile for each member. We encourage you to print this roster and keep it close by so you can contact one of our members and tap into their knowledge and experience.
For more information, contact Kathy Parker or Ann Fox.
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How Would You Make a Good Thing Better?
United Way's Workforce Campaign  is an amazing vehicle for doing good - almost 10,000,000 people support their local communities with over $3.5 billion dollars. Thousands of people also contribute their time as volunteers in their communities and use their voices to advocate for community issues.
What would you do to make United Way's annual campaign even better...more compelling...more engaging? Where individuals and companies not only support the community through United Way but find a role for themselves to create the kind of community they want to live and work in. Where people truly Live United - coming together around their common interests.
Nineteen United Ways are doing just that. They have started to implement an "Enhanced Workforce Campaign" in 5-10 companies with the goal of more fully engaging these companies and their employees in specific Community Impact work throughout the year. All are meeting with the CEOs and other executives at participating companies to find out what is important to them in terms of their Community Social Responsibility (CSR) goal, their business challenges and their personal passions. Based on this feedback, they are creating engagement proposals for each company.
Read full article...
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Taking on Tocqueville's Top: The Road to Fleur-de-Lis
Every spring, the quest for Tocqueville begins. The Individual Giving team at UWW searches high and low for United Ways with growth in their Tocqueville program to award the Fleur-de-Lis Award for Excellence.
 Roughly a quarter of United Ways have a national Tocqueville Society, so we anxiously await the programs that will shine among their population groups and nationally each year. The Fleur-de-Lis Awards for Excellence are presented to communities with Tocqueville Societies that show outstanding results from the previous year's campaign.
The highest community recognition is the Overall Excellence in Achievement award presented to the Tocqueville Society with the highest overall ranking in these nine categories:
1. Most Tocqueville Dollars for Community Impact
2. Growth of Tocqueville Dollars over previous year for Community Impact
3. Percentage of renewed Tocqueville gifts that increased by 10% over previous year
4. Most Tocqueville Members
5. Most New Million Dollar Roundtable gift commitments
6 Most National Society Members
7. Net change in total members
8. Number of new Tocqueville Legacy Circle commitments
9. Most Women Tocqueville Members
Fleur-de-Lis National awards are presented to Tocqueville Societies that rank first in the nation in each of the nine categories. In addition, Population awards are presented in each category to the societies that ranked first among their population groups.
United Way of Greater Houston is the 2010-2011 Overall Excellence Achievement Award winner by ranking in the top three programs in five of the nine categories to win this award for the second time in the last three years. They credit the success of their Tocqueville program to the strong leadership and support of their co-chairs and steering committee. Their steering committee is comprised of dedicated volunteers from diverse companies throughout the Houston area who believe that United Way is the best way to make the biggest difference in the community.
Congratulations United Way of Greater Houston!
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Microsoft Grants $15 Million in Software to UW of Washington County-East
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UW of Washington County-East and partner agencies celebrate multi-million dollar grant |
United Way of Washington County-East and 18 partner agencies were recently awarded a $15 million dollar software grant from Microsoft to "help streamline processes and increase the workforce efficiency for the entire local nonprofit network."
UW of Washington County-East spearheaded this grant request which ranges from $15,000 to millions per agency, depending on the need. They are working with the partner agencies on support and training so the new software will be used effectively. | |
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I am only one, but still I am one. I cannot do everything, but still I can do something; and because I cannot do everything, I will not refuse to do something I can do.
--Edward Everett Hale
American Author, Clergyman
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