United Way

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territories, many thanks for your continued commitment and support. In 2010, we made .... corporate partners and communi
Advancing

The Common Good around the world United Way Worldwide

2010 Annual Report

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Table of Contents Vision and Mission 4 Education 7 Income 9 Health 11 A Worldwide Movement 12 United Way U.S.A. 17 Mary M. Gates Learning Center 20 Strategic Partners 22 Financials 26 Board 28 ii  |  United Way Worldwide



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Dear Supporters: On behalf of United Way Worldwide and its nearly 1,800 United Ways in 41 countries and territories, many thanks for your continued commitment and support. In 2010, we made great progress in strengthening communities. Around the world our volunteers, donors and advocates invested their passion, expertise and resources to create opportunities for a better life for all. Our focus is on education, income and health – the building blocks for a good quality of life. As I visit United Ways and meet with partners, I am inspired by the energy and creativity of our supporters. Through your commitment, young children are entering school better prepared to succeed, families are building brighter, more financially stable futures and people are living healthier lifestyles. This past year was marked with new and strengthened partnerships with businesses, governments, nonprofits and other institutions. The opening of the Mary M. Gates Learning Center began a new era in how we expand the reach of our network. This state-of-the-art learning center at United Way Worldwide strengthens collaboration and learning opportunities, and fuels the progress of our worldwide movement. Read more about United Way’s reach and impact throughout this report. Again, thank you. Together, we’re advancing the common good for all. Sincerely,

Brian A. Gallagher President and Chief Executive Officer United Way Worldwide

2010 Annual Report  | 

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Vision

United Way envisions a world where all individuals and families achieve their human potential through education, financial stability and healthy lives. Imagine a world that fosters hope and opportunity for everyone. A world where... n

All children receive a quality education that offers a pathway to a brighter tomorrow.

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The cycle of poverty and financial dependence ends, and productive livelihoods begin for even the most disadvantaged.

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Everyone receives effective health care that improves quality of life.

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Communities not only set significant and measurable goals to

advance these fundamental elements of human development, but achieve them.

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Mission

To improve lives by mobilizing the caring power of communities around the world to advance the common good. To do this we will... n

Ignite a worldwide social movement, and thereby mobilize millions to action – to give, advocate and volunteer to improve the conditions in which they live.

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Galvanize and connect all sectors of society – individuals, businesses, nonprofit organizations and governments – to create long-term social change that produces healthy, well-educated and financiallystable individuals and families.

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Raise, invest and leverage billions of funds annually in philanthropic contributions to create and support innovative programs and approaches to generate sustained impact in local communities.

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Hold ourselves accountable to this cause through our steadfast commitment to continually measure – in real terms – improvement

in education, income and health.

COME. HEALTH. 2010 Annual Report  | 

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IMPROVING LIVES

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education. income. health. Imagine a world that fosters hope and opportunity for everyone. A world where all children receive a quality education that offers a pathway to a brighter tomorrow. Worldwide, local United Ways are working at critical points along the school spectrum to ensure the academic success of youth. Communities are engaging to support youth by volunteering and championing the cause of education. This mobilization of community resources is creating a world of hope and opportunity for youth who are better prepared to succeed. Heart of West Michigan United Way is zeroing in on first through third graders in its most disadvantaged neighborhoods. The Grand Rapids community has come together around 900 young students who need the most help. Some 1,200 community volunteers – including college students and retirees – work one-on-one with kids in schools for 30 minutes a week. Students in the Schools of Hope program are making greater reading gains than their peers, and those in the afterschool program are gaining one and a half years worth of academic growth in just nine months. Dividendo por Colombia Foundation, the local United Way in Colombia, in partnership with local secretaries of education in 23 municipalities, local organizations and education experts in reading and writing skills, developed the Reading and Writing Program. In 2010, the program was offered in 192 educational institutions, benefiting 96,100 students and 2,404 teachers. The purpose of this program is to improve communication skills of students in elementary school through a strategy that ensures the availability of reading materials, teacher training and classroom follow ups. The result is better educated children ready to succeed in school and in their future.

United Way of Central Ohio hosted a candidate forum with partners through its participation in the Campaign for the Common Good. Local leaders created a pledge for education, asking people to raise their hand in support of United Way’s bold goals for education, their community’s efforts to increase high school graduation rates. Through 23 community conversations with nearly 300 participants, United Way generated 240 advocates for education. United Way of Northeast Florida: The high school dropout rate for Duval County, Florida (Jacksonville), was double the overall state rate. United Way responded to this challenge by convening a group of local education experts, corporate partners and community stakeholders to research the problem and develop a plan for addressing the issue. The participants selected middle school intervention as a strategy that could create the most good for the community. United Way launched a pilot initiative called Achievers for Life in Jacksonville’s toughest neighborhoods. The program has grown to six middle schools and shown positive results – particularly as an outcome of mentoring. After two years, middle school participants in the program have shown improvement in GPA scores by 20 percent; less course failure in math and language arts by 36 percent; and 37 percent fewer absences.

2010 Annual Report  | 

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Mobilizing communities

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education. income. health. Imagine a world that fosters hope and opportunity for everyone. A world where the cycle of poverty and financial dependence ends, and productive livelihoods begin for even the most disadvantaged. United Ways understand their local economies and are working with individuals, employers and government to create stronger communities. Whether it’s training them to improve their farming practices or connecting them to job training that is relevant to the local economy, individuals are seeing success and communities are being impacted by improved financial stability. Yasan Mitra Mandiri (Indonesia): Human interconnectedness is evident in many parts of an individual’s life – especially in the use of advanced information technology. However, access gaps remain in remote, rural communities throughout Indonesia. To directly address the income and access needs of farmers who live and work in remote areas of Indonesia, Yasan Mitra Mandiri created the eKomunita training program focused on education to alleviate income disparity. By increasing community capacity, knowledge and technological skills, the community’s economy has been positively affected.

United Way for Southeastern Michigan and Detroit Local Initiatives Support Corporation (LISC) have created a network of Centers for Working Families across Detroit where low- to moderate-income residents can access workforce development resources, financial management and income support materials, and savings and assets information in one location – and in a bundled and sequential fashion. From 2008 – 2010, the Greater Detroit Centers for Working Families Collaborative yielded a 405 percent return on investment, serving nearly 2,465 individuals. In addition, United Way found that clients receiving two or more bundled services were five to six times more likely to experience an increase in income and net worth.

United Way of Massachusetts Bay and Merrimack Valley sees its involvement in SkillWorks Boston as an opportunity to help create better connections and improvements within the workforce development system. As a member of the regional Workforce Funder Collaborative, United Way does more than guide and monitor the performance of the collaborative’s workforce partnerships, it also influences the larger workforce policy system. Through SkillWorks partnerships, more than 3,500 workers have received skills training, with more than 700 workers placed in jobs, more than 300 workers receiving promotions; and more than 250 people earning educational or industry-recognized credentials.

United Way of Salt Lake found that too many Utahans were “living on the edge” regarding their personal finances. Utah’s bankruptcy rate was twice the national average, and roughly 40 percent of Utahans said they were living paycheck-to-paycheck. To meet the needs of Utahans and help residents realize that everyone can save, United Way launched a robust statewide savings program, in conjunction with America Saves, called Utah Saves. Savers pledge to save a certain amount of money each month. There is follow-up with Savers three months after their enrollment to provide support and guidance. Today, Utah Saves is one of the largest and fastest growing Saves campaigns in the country with a total of 13,296 Utah Savers and a combined savings goal of $1,508,650. 2010 Annual Report  | 

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Long-term social change

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education. income. health. Imagine a world that fosters hope and opportunity for everyone. A world where everyone receives effective health care that improves quality of life. United Ways understand the socioeconomic factors that influence health outcomes. Through improved individual awareness and information, United Ways are helping communities and individuals improve health. By having the community engage, mobilize and volunteer around health issues, individuals around the world are improving the conditions in which they live. United Way Mumbai (India): It can be difficult to share educational information across an entire community, one person at a time. Person-toperson communication is the most trusted and the most acted upon. United Way took this idea to heart, and a dedicated team of four translated its efforts into a highly successful awareness program – Youth for a Healthy Mumbai. In one month, United Way partnered with 52 area colleges to train volunteer health educators. More than 2,500 students were trained as health educators, and in turn carried out awareness campaigns in vulnerable areas of the region. They met the specific educational needs of different vulnerable groups by distributing pamphlets in public, conducting home-visits, putting on educational street performances and hosting awareness rallies in high-traffic areas. With the goal of raising awareness and combating Malaria, United Way volunteers made a difference in their community. Four individuals inspired more than 2,500 people to action. Those 2,500 people helped more than 500,000 Mumbai-area citizens and helped to create opportunities for a better life for all.

United Way of Greater Milwaukee: In 2006, Milwaukee ranked second in the nation’s 50 largest cities for teen births. Research showed that decades of teens having babies in Milwaukee was profoundly and negatively affecting graduation rates, unemployment and the community’s overall healthcare costs. It was also closely linked to Milwaukee’s high poverty rate, which in 2010 ranked the city fourth in the nation. To solve this problem, United Way

convened the people and organizations with the passion, expertise and resources to change things. They formed the Milwaukee Teen Pregnancy Prevention Initiative, which developed a strategic plan and logic model aimed to achieve the communitywide goal to reduce teen births by 46 percent by 2015. After five years of this all-hands-on-deck approach, the initiative is producing positive results. The City of Milwaukee Department of Health credits the United Way-led efforts for four consecutive drops in the local teen birth rate to its lowest point in more than 30 years, from 52 births per 1,000 teens in 2006 to 44 per 1,000 in 2009. These positive results are on track toward reaching the community’s 2015 goal.

United Way Goulburn Valley (Victoria, Australia), along with community partners, worked to improve literacy rates and infant readiness to achieve in school. The overall aim of “Best Start” is to improve the health, development, learning and well being of all young children, from pregnancy through transition to school, by acknowledging that children’s literacy and learning is a communitywide responsibility. Using the “Early Learning is Fun” program, “Book Bags” are provided to parents through their local maternal and child health nurse, and contain a book, plus hints and tips encouraging parents to read, sing, talk and play with their child. In addition, approximately 30 local businesses have become reading venues where children from childcare, playgroups and kindergarten are read to by staff. 2010 Annual Report  | 

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a worldwide movement 41 Countries

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1,800 United Ways

$5.09 Billion Raised

GIVE. ADVOCATE. VOLUNTEER. United Way Worldwide Day of Action

Tocqueville Society Award

On December 5, 2010, the inaugural United Way Worldwide Day of Action launched to galvanize volunteers and organizations worldwide around issues of education, financial stability and health. United Ways in Africa, the Caribbean, Central America, South America and Europe created awareness around the importance of volunteering and engagement opportunities with United Way’s work.

The United Way Tocqueville Society Award, named after Alexis de Tocqueville, a 19th century political thinker and historian, recognizes persons who have rendered outstanding service as volunteers and donors to improve the lives of individuals and communities.

United Ways in Argentina, France, Ghana, Guatemala, Honduras, Jamaica and Russia participated. The collective efforts resulted in more than 1,700 volunteers, including employees from 65 companies, investing more than 17,000 hours in seven countries.

World Economic Forum NYSE Euronext selected United Way as its nonprofit partner at the World Economic Forum in Davos, Switzerland. Together, the two organizations promoted the importance of corporate social responsibility and their commitment to financial stability.

Hasu and Hersha Shah (left to right) receive In 2010, the award was presented the 2010 Tocqueville Society Award from to Hersha and Hasu Shah, who epito- Dr. Thomas F. Frist, Jr. mize humanitarianism. The Shahs came to the United States from India in 1964, and through hard work and perseverance, built a business empire in the hospitality industry. In partnership with United Way through the years, the Shahs endowed scholarships to help students succeed, worked to restore sight to the blind in India, provided seed money for a healthcare program in Kenya and traveled to Ethiopia to help aid the sick. When natural disasters struck India in 1994, 2001 and 2006, the Shahs donated funds and visited stricken areas to volunteer their time.

International Donor Advised Giving

Brian Gallagher, President and CEO of United Way Worldwide, joins leaders from NYSE Euronext for a remote ringing of the bell at the World Economic Forum in Davos, Switzerland.

The United Way International Donor Advised Giving (IDAG) program helps companies, individuals and foundations realize their philanthropic goals through charitable grants in more than 100 countries and territories. In 2010, IDAG awarded 608 grants totaling $28.2 million in areas such as education, income, health, environment and NGO capacity building. IDAG continued to work with more than 50 corporate partners including Citi Foundation, Cargill, Caterpillar Foundation, BNY Mellon, FedEx, Amgen Foundation, Best Buy, McKesson, General Mills Foundation, Procter & Gamble and Target, among others.

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Latin America n

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United Ways in Latin America focus community impact programs on early childhood education. With a service area covering 88 percent of Central and South America, United Way is making a lasting impact in early learning and parent engagement initiatives. m

In Brazil, Crescer Aprendendo (Born Learning), a program of United Way Brasil, increases public awareness about the importance of early childhood development, including play and learning for a successful start in school. During the next two years, the program will reach two million Brazilian parents with new born children up to age six.

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In Mexico, Fondo Unido (United Way Mexico) responded to an identified need for increased natural sciences competency in children under the age of five. In partnership with Procter & Gamble, Fondo Unido reached more than 8,500 children at 150 sites across Mexico with additional natural science education and experimentation resources and created volunteering opportunities for Procter & Gamble employees.

In 2010, United Way Honduras and United Way Panamá officially joined the worldwide United Way network.

Caribbean n

The earthquake in Haiti magnified the need and ability for Caribbean United Ways to work together on community impact and long-term recovery initiatives as natural disasters are common in the region. Caribbean United Ways plan to create disaster response mechanisms that provide critical support to one another in times of need, while preparing for long-term rebuilding. m

In Puerto Rico, Fondos Unidos provided an estimated $2.2 million dollars of medical supplies, food and shelter provisions to Haitian earthquake victims. This effort provided more than 57,000 patients with immediate relief, paving the way for long-term community improvement.

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Trinidad & Tobago responded to the call from the University of the West Indies Campus Council for financial support to accommodate 75 Haitian students to complete their final year of studies. The organization also constructed a primary school where 600 Port-au-Prince youth will begin their education in September 2011.

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United Way of Jamaica raised $370,000 to engage partners, including the Salvation Army and the Jamaica Red Cross, to provide emergency shelter, sanitary conveniences and psychosocial interventions. United Way of Jamaica was able to build temporary classroom accommodations for 1,000 students in Haiti, helping lay the foundation for long-term sustainable change.

Asia-Pacific

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The Asia-Pacific Learning Center opened in South Korea to provide opportunities for shared learning and knowledge sharing, as well as regional localization and translation of United Way training materials.

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Samsung, the Korean multi-national technology company, gave $1 million in support of United Way of the Capital Area’s (Austin, Texas) Success By 6® program. The generous support of United Way’s Success By 6® was a natural fit for Samsung as the company believes early childhood education is one of the most important jobs of any community.

GIVE. ADVOCATE. VOLUNTEER. Europe n

The United Way European Region experienced a breakthrough moment in 2010 with a significant funding commitment to grow the United Way movement throughout the continent. The European United Ways focus on community impact goals in education, income and health, while creating a culture of community involvement and volunteering.

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In 2010, Hungary developed a coalition to raise public awareness about child safety; Poland instituted programs to create opportunities for disadvantaged children and artists living with disabilities; France focused on creating opportunities for at-risk youth; Russia created support programs for disadvantaged children, families and seniors; and, Romania has become a national leader and advocate for change in the philanthropic and corporate social responsibility environment.

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Matan, the local United Way in Israel, has made a strong transition into community impact by aligning its program offerings both with donor goals and the organization’s impact agenda.

Africa n

The United Way movement in Africa is the oldest United Way movement outside of North America, with an 83-year track record of creating long-term change and restoring hope in Cape Town, South Africa.

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In Ghana and Uganda, United Way fights malaria. Ghana also supports water projects and the education of the girl-child, while Uganda works with war orphans.

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In South Africa, United Way fights tuberculosis and engages in microenterprise development. m

In partnership with the Pietermaritzburg, Red Cross, and the Msunduze Health Department, the Community Chest of South Africa has engaged in Direct Observe Treatment Short-Course (DOTS) and trained home-based care work for more than 250 people in Copesville who are battling tuberculosis.

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The Lusa Community Chest hosted its second-annual small, medium and microenterprise entrepreneurship conference to develop the capacity and business ability of this growing community in the Vaal region.

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The Community Chest of the Western Cape develops NGO capacity to offer services and meet the long-term community development needs of Western Cape citizens through capacity building seminars, social work training sessions and community conversations.

North America n

United Way of Canada–Centraide is focused on strengthening communities and improving the lives of Canadians. Next to the government, it is the largest funder of the voluntary sector and social services in Canada. The organization is more than 70 years old, has 117 local United Ways across Canada and raised more than $480 million.

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In the United States, United Way U.S.A. is focused on education, income and health – the building blocks for a good quality of life. The U.S. network has more than 1,200 members and in 2010 raised more than $4.02 billion.

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United Way Day of Action: In the United States, 160 United Ways, in communities in all 50 states, participated in the third-annual Day of Action (June 21). More than 74,000 people volunteered in 433 community projects to help improve community conditions. 2010 Annual Report  | 

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GIVE. ADVOCATE. VOLUNTEER.

UNITED WAY U.S.A. Campaign for the Common Good

Public Policy

In the fall of 2010, United Way Worldwide launched the United Way Campaign for the Common Good, a social action campaign designed to engage individuals and institutions in our work in education, income and health to support progress toward the 2018 Goals for the Common Good: n Cut by half the number of young people who drop out of high school. n Cut by half the number of lower-income families that lack financial stability. n Increase by a third the number of youths and adults who are healthy and avoid risky behaviors. By the end of 2010, 50 United Ways in communities throughout the United States signed onto the campaign.

Real and sustained change in community conditions requires more than money. United Way works to educate members of Congress, the Administration and other policymakers about communities’ commitment to education, financial stability, health-related issues and nonprofit sector strengthening. We advocate for programs and policies that will help us achieve our 2018 Goals for the Common Good in the areas of education, income and health.

Community Conversations As part of the Campaign for the Common Good and its commitment to quality education for all children, United Way hosted community conversations nationwide to inform our work. In partnership with the Harwood Institute, United Way turned outward hosting 170 community conversations.

Priorities and work in 2010 included: n Successfully working to preserve the Corporation for National and Community Service (CNCS), the agency that includes AmeriCorps. n Advocating for tax policies that preserved charitable-giving incentives. n Protecting funding for the Emergency Food and Shelter Program (EFSP), including a $20 million increase above what the Administration and Congress had proposed. n Helping secure a new Workforce Innovation Fund, which was proposed by United Way to a key Senate Committee. n Maintaining funding for the Volunteer Income Tax Assistance Program (VIT). n Hosted “Hill Day,” at which more than 1,000 United Way volunteers, including the United Way Women’s Leadership Council, met with Congressional leaders to advocate on behalf of our education, income and health public policy priorities.

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UNITED WAY U.S.A. 2-1-1

Diversity and Inclusion

United Way and the Alliance of Information and Referral Systems (AIRS) continued to provide leadership in the development of a 2-1-1 U.S. nationwide system to give or get help. 2-1-1 is the federally-designated dialing code which makes it easier for millions of U.S.A. residents to receive help from thousands of nonprofit, faith-based and government health, human and community services organizations, as well as connections to volunteer opportunities. In 2010, results included:

United Way strives to be a model of diversity and inclusion reflecting the world’s many faces, cultures and walks of life. Our commitment to diversity and inclusion allows us to live and achieve our mission and values; attract, develop and retain diverse talent; grow and broaden our base of support with volunteers, donors and other stakeholders; and, enhance our brand and reputation. In 2010, results included:

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Since being established by United Way Atlanta in 1998, 2-1-1 covers 83.3 percent of the country (49 states, the District of Columbia and Puerto Rico), as of December.

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Response to more than 16.4 million calls; more than 50 percent of which were for basic needs, including food, housing, income support, clothing and transportation.

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Recognizing 2-1-1’s essential role during disasters, a grant from the U.S. Department of Homeland Security laid the foundation for a nationwide disaster data management system capable of producing near real-time data on people’s needs during and in the aftermath of a disaster.

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United Way Worldwide’s Public Policy Team, in collaboration with 2-1-1 U.S. leadership, United Way State Associations, local United Ways and 2-1-1 providers, secured unprecedented bipartisan majority support for the Calling for 2-1-1 Act in the U.S. Senate (61) and the U.S. House of Representatives (253).

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Our Human Capital Survey shows that 30 percent of United Way staff in the U.S.A. are minorities – a five-point gain since 2004, and 62 percent of United Way CEOs are women -vs19 percent for the top 400 U.S. nonprofits and 3 percent for Fortune 500 companies.

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71 percent of large metropolitan United Ways have boards comprised of 30 percent or more women, which is positive in light of Catalyst’s research showing that corporations with 30 percent or more female board members have stronger financial performance than boards with fewer women.

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The United Way Inclusion Council and Business Resource Groups, representing staff and volunteers throughout the network, now engage more than 400 individuals representing diverse segments of our population: African American; Asian/Pacific Islander; Latino/Hispanic; Lesbian, Gay, Bisexual and Transgender; Native American; Persons with Disabilities; White Engagement; Women; Young (under 40).

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United Way of Central Ohio launched Pride Gives and Pride Council, the first United Way LGBT giving group (lesbian, gay, bisexual and transgendered), reflecting the diversity of the Central Ohio community.

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The United Way Women’s Leadership Council grew to more than 50,000 women, who in the last ten years have given more than $700 million to United Way.

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National Football League

Organized Labor

The partnership shared by the National Football League (NFL) and United Way is the most visible and longest running sports/charity collaboration in history, and it continues to evolve and grow in ways that impact the health and education of America’s youth. In 2010, results included:

The nearly seven-decade partnership between United Way and Organized Labor is stronger than ever. In 2010, results included:

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NFL PLAY 60 and United Way: The partnership is increasing awareness about the importance of physical activity and nutrition raising funds to support youth health programs and offering kids more opportunities to get active and healthy through initiatives like the NFL and United Way Hometown Huddle.

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NFL LIVE UNITED: This campaign, represented by a player from each of the 32 NFL teams, is making an impact on United Way’s broader goal of advancing the common good by using authentically-engaged NFL players to invite others to join the LIVE UNITED® movement.

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GMC Super Bowl Auction: General Motors/ GMC, the official vehicle of the NFL, donated 70 Super Bowl tickets and hotel accomodations to United Way Worldwide. The packages, auctioned on NFL.com, raised $264,000 to advance United Way youth health and wellness efforts.

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The collection of a record 77.1 million pounds of food in the National Association of Letter Carriers “Stamp Out Hunger” food drive. The 18th annual drive boosted the total donations collected since the drive began in 1993 to more than 1 billion pounds. National Association of Letter Carriers president, Fredric V. Rolando, expressed appreciation to the union’s national partners in the drive, which include the AFLCIO and United Way.

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The Joseph A. Beirne Community Services Award, recognizing union members who have rendered outstanding United Way volunteer service was awarded to Jeffrey L. Homan. Mr. Homan is Chief Safety Steward, United Steel, Paper and Forestry, Rubber, Manufacturing, Energy, Allied Industrial & Services Workers International Union (USW), Mountain View, Wyoming.

United Way thanks organized labor for its continued support and its decades long commitment to advance the common good.

Back to Football Friday: The NFL chose United Way as a premier partner for a new initiative called Back to Football Friday – a nationwide campaign to celebrate the return of football and advance youth health and wellness. NFL fans are encouraged to wear their favorite team gear to work and school and support youth health efforts.

United Way thanks the National Football League, its owners, coaches, players and staff for decades of support and commitment to community service.

Nnamdi Asomugha is the national ambassador for the NFL LIVE UNITED campaign. 2010 Annual Report  | 

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Mary M. Gates Learning Center

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advancing the common good

Mary M. Gates

Mary M. Gates Learning Center Dedicated in October 2010, the Mary M. Gates Learning Center at United Way Worldwide in Alexandria, Virginia, is an innovative educational conferencing and networking facility that fosters creative learning worldwide. The Center allows United Way to create more diverse and deeper learning experiences – anytime, anywhere. Mary M. Gates (1929-1994) was an energetic and passionate leader committed to improving lives in her community and around the world. As president of the Board of United Way of King County in her home state of Washington, Mary was among the first women in the country to lead a United Way. Mary also served on the United Way of America Board of Trustees and was a founding member of the United Way International Board of Directors. These organizations are now United Way Worldwide. Mary saw that results multiply when people and organizations have a common purpose. The Mary M. Gates Learning Center was built on her belief that learning, sharing and creating opportunities to work together make the world a better place. The Mary M. Gates Learning Center was built through generous donations from Carol Jenkins Barnett and Hoyt R. Barnett; Deloitte; Dr. Thomas F. Frist, Jr.; Bill & Melinda Gates Foundation; John and Chara Haas; Cinda A. Hallman Memorial Fund; Microsoft Corporation; Nationwide Insurance Foundation and Principal Financial Group.

2010 Annual Report  | 

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StraTEgic partners

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Campaign for the Future of United Way To achieve its vision of building a stronger United Way movement that makes a measurable impact in improving lives around the world, United Way Worldwide launched the Campaign for the Future of United Way – a transformative $70 million program. The result will be a national and worldwide network of revitalized United Ways that will play key roles in organizing all sectors – government, education, nonprofit, private business – to identify and address the root causes of social problems and mobilize communities to respond. In 2010, these generous donors invested in the Campaign for the Future of United Way*. We thank these donors for their gifts and their commitment to advance the common good around the world. Altria Group, Inc. American Express Charitable Fund Amgen Foundation Annie E. Casey Foundation Bain Capital, LLC Bank of America Best Buy Co., Inc. Birth to Five Policy Alliance BNY Mellon Cargill Caterpillar Foundation Cinda A. Hallman Memorial Fund Citi Citi Foundation Credit Suisse Americas Foundation Deloitte LLP Doris Duke Charitable Foundation FedEx Corporation FINRA Investor Education Foundation General Mills Foundation Michael K. and Lynette M. Hayde

Illinois Tool Works Inc. Jack Roth Estate jcpenney afterschool Kellogg Foundation Manpower International, Inc. McKesson Foundation MetLife Foundation Microsoft Corporation Moneygram Mosaic Corporation New York & Company PCL Construction Enterprises, Inc. Polo Ralph Lauren PricewaterhouseCoopers Foundation Procter & Gamble Target United Technologies Corporation UPS US Airways Group, Inc. W.K. Kellogg Foundation Walmart Foundation

*These gifts are $100,000 or greater.

2010 Annual Report  | 

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2010 Thank You AD

2010 United Way SUmmit aWard WinnerS General Mills, Inc. Procter & Gamble Dominion Resources Wells Fargo campaignS of $15 million or more

LIsteD In oRDeR oF aMount RaIseD baseD on 2009 CaMPaIGn ResuLts ReCentLy FInaLIzeD.

Wells Fargo uPs Microsoft Corporation the boeing Company IbM at&t Publix super Markets, Inc. bank of america Ge exxon Mobil Corporation Intel Corporation Deloitte LLP Johnson & Johnson Procter & Gamble nationwide Insurance for more information, please visit: liveunited.org/gcl

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3M abbott accenture aetna Inc. agilent technologies, Inc. air Products alcatel-Lucent allstate american express automatic Data Processing, Inc. avery Dennison aXa equitable battelle best buy Co., Inc. bny Mellon bristol-Myers squibb Company C&s Wholesale Grocers, Inc. Cargill Caterpillar Inc. Ceridian Corporation Chevron Corporation Chrysler Group LLC Citigroup Citizens Financial Group, Inc. Colgate-Palmolive Comcast Constellation energy Costco Wholesale Cummins Inc. Delphi Delta air Lines, Inc. Deluxe Corporation Duke energy DuPont eastman Kodak Company eaton Corporation eli Lilly and Company Fedex Corporation Fluor Corporation Ford Motor Company General Motors GlaxosmithKline Goodyear tire & Rubber Company Guardsmark, LLC Harris bank/bMo Capital Markets Hewlett-Packard Company HsbC Illinois tool Works Inc. InG International Paper JCPenney

John Deere JPMorgan Chase & Co. Kimberly-Clark Corporation KPMG LLP Limited brands Lockheed Martin Corporation Lowe’s Companies, Inc. Macy’s, Inc. Marriott International, Inc. Medtronic, Inc. Merck & Co., Inc. MetLife, Inc. Morgan stanley Motorola nCR Corporation new york Life Insurance Company Pfizer Inc Pitney bowes Inc. PricewaterhouseCoopers LLP Prudential Financial, Inc. Qwest Communications International, Inc. Raytheon Company Rohm and Haas Company RR Donnelley sara Lee shell oil Company sprint suPeRVaLu target texas Instruments the Dow Chemical Company the Hershey Company the Mosaic Company the Principal Financial Group the travelers Companies, Inc. u.s. bank united airlines united technologies Corporation usaa Valero energy Corporation Verizon Wireless Walgreens Walmart WellPoint, Inc. Weyerhaeuser Company Whirlpool Corporation Williams Xcel energy Xerox Corporation

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Global Corporate Leadership The United Way Global Corporate Leadership program enhances a company’s ability to impact communities around the world through strategic philanthropic partnerships, leveraging United Way’s global reach and local leadership in communities worldwide. United Way is uniquely positioned to help companies implement their global philanthropic goals by increasing employee engagement, furthering corporate social responsibility (CSR) efforts and enhancing consumer engagement. United Way partners with 120 Global Corporate Leaders which typically employee 25,000 people around the world, annually raise at least $2.5 million and engage with United Way beyond workplace campaign giving.

2010 Highlights from United Way Global Corporate Leadership n

B:10.75”

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T:10.5”

S:9.75”

Global Corporate Leadership companies, their employees and retirees annually contribute more than $1 billion to communities in the United States in partnership with United Way – more than 20 percent of the $4.94 billion United Way raises worldwide and more than 25 percent of the total raised in the United States. Engaging Employees – Companies around the world partner with United Way to increase their employee engagement through workplace giving campaigns, volunteerism and more. In 2010, UPS, its employees and retirees reached a major milestone, having donated $1 billion since 1982 to improve lives and local communities in partnership with United Way. Celebrations included a major NASCAR weekend event where UPS changed its race scheme to United Way for the Bank of America 500. Wells Fargo was the largest employee campaign in the United States with a combined corporate and employee gift of more than $55 million.

n

Creating Impact – Bank of America and Walmart Foundation partner with United Way to make free tax preparation and filing assistance more accessible to lower-income working families through both self-preparation and volunteerassisted services. In 2010, this helped return almost $2 billion in tax refunds to hardworking individuals and families.

Cause-Marketing Partnerships Cause marketing and consumer engagement has increased awareness and differentiation for the United Way brand, while generating and diversifying revenues. n

More than 30 Global Corporate Leadership companies partnered with United Way raising more than $500,000 and $4.5 million in value equivalency.

n

American Express created two co-branded gift card products, donating the purchase fee and a portion of sales to United Way.

n

Kimberly-Clark partnered with United Way on its Huggies Every Little Bottom program to raise awareness and mobilize communities to provide diapers for lower-income families.

n

Deloitte Consulting sponsored United Way Alternative Spring Break, engaging hundreds of college students around the country in United Way’s mission. The signature program in Washington DC focused on education.

n

Luxury retailer Polo Ralph Lauren supported the United Way Worldwide cause-marketing program for Haiti relief and rebuilding efforts. The promotion included sales of an exclusive signature polo shirt, a donation from the corporation and its employees, and a consumer promotion. Support from Polo Ralph Lauren, New York and Company and Orbitz generated nearly $1 million.

n

CNN and Larry King Live hosted a live telethon in response to the Gulf Coast Oil Spill with United Way participating as one of three charities raising significant awareness and $500,000 for programs helping human needs impacted by the disaster.

2010 Annual Report  | 

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United way worldwide In 2010, the United Way network of nearly 1,800 local United Ways raised $5.09 billion, making United Way the largest private nonprofit in the world. The financial information below is for United Way Worldwide, the leadership organization of the United Way network.

2010 United Way Worldwide Consolidated Revenue $92,385,000 Membership support is received annually from local United Ways for continued membership in the United Way network. Local United Ways receive the benefits of membership and comply with standards established by United Way Worldwide.

2009 United Way Worldwide Consolidated Revenue $102,358,000 MEMBERSHIP SUPPORT, NET

31%

Contributions are funds donated to support United Way Worldwide’s mission and its programs that promote education, income and health. These funds consist of unrestricted, temporarily-restricted and permanently-restricted donations.

CAMPAIGN EFFORTS, TRI-STATE, NET

9%

Campaign efforts include charitable funds raised from employees and companies through United CONTRIBUTIONS Way campaigns at a group of participating 51% companies whose employees live and/or work in the New York Tri-State region (United Way Worldwide manages United Way of the New York Tri-State region). The Tri-State regional office is responsible for collecting and distributing these campaign funds.

OTHER REVENUE

9%

Other revenue includes income generated from the sale of promotional materials, program service fees, investment activity, conferences, rent and non-professional service, transaction fees and miscellaneous activity.

2010 United Way Worldwide 2009 UnitedExpenses Way Worldwide Consolidated Consolidated Expenses $95,515,000 $94,895,000 GENERAL AND ADMINISTRATIVE

8%

FUNDRAISING

2%

Program Expenses includes Investor Relations, Community Impact Leadership and Learning, Public Policy, Brand Leadership, Campaign and Public Relations and promotional material sales. Fundraising is responsible for all United Way Worldwide fundraising efforts. General and Administrative activities include finance, legal, IT and other services that support United Way Worldwide’s programs.

PROGRAM EXPENSES

90%

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United Way Worldwide and Subsidiaries Condensed Consolidated Statements of Financial Position

®

As of December 31, 2010 (In Thousands) 2010

2009

Assets Current assets Noncurrent assets Total Assets

79,779 30,365 101,144

85,924 15,871 101,795

Liabilities and net assets Liabilities Current liabilities Noncurrent liabilities Total liabilities

42,036 16,869 58,905

40,091 16,335 56,426

Net assets Unrestricted Unrestricted-Board designated Temporarily restricted Permenantly restricted Total net assets Total liabilities and net assets

24,084 485 14,053 3,617 42,239 101,144

18,810 485 26,074 45,369 101,795

United Way Worldwide and Subsidiaries Condensed Consolidated Statements of Activities As of December 31, 2010 (In Thousands) 2010

2009

Revenue Membership support, net Campaign efforts Tri-State, net Contributions Other revenue Total revenue

28,222 8,429 47,075 8,659 92,385

29,202 13,569 51,922 7,665 102,358

Expenses Program expenses: Investor Relations Community Impact Leadership & Learning Public Policy Brand Leadership Campaign and Public Relations United Way Store Total program expenses

38,768 26,541 1,216 8,231 8,070 2,630 85,456

39,010 20,794 1,056 8,195 8,711 2,880 80,646

Support Services: General and administrative Fundraising Total support sevices Non-operating adjustments to net assets Change in net assets Net assets beginning of the year Net assets end of the year

7,448 2,090 9,538 (521) (3,130) 45,369 42,239

8,827 1,003 9,830 (4,419) 7,463 37,906 45,369 2010 Annual Report  | 

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board

Governance Responsibilities of the United Way U.S.A. Board With authority delegated by the Board of Trustees of United Way Worldwide, the United Way U.S.A. Board provides oversight on, and has fiduciary responsibility for, matters including: n

U.S. membership

n

U.S. national public policy agenda

n

U.S. community impact and USA national impact goals



Resource development and investor relations in the U.S.

n

U.S. Board development

n

Counsel and recommendations to the Worldwide Board on network-wide issues, as well as approval of extraordinary business activities. n

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®

United Way Worldwide Board of Trustees* United Way U.S.A. Board of Trustees* CHAIR OF THE BOARD

CHAIR OF THE BOARD

John J. Dooner, Jr., Chairman Emeritus McCann Worldgroup, New York, New York

Ann Stallard, CEO Graphic Communications Corporation, Lawrenceville, Georgia

SECRETARY OF THE BOARD Patricia Friend, Retired International President Association of Flight Attendants-CWA, Washington, DC

TREASURER AND CHAIR, FINANCE COMMITTEE INTERIM CHAIR, AUDIT COMMITTEE Phillip N. Baldwin, Retired President and CEO Southern Bancorp, Inc., Arkadelphia, Arkansas

CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE

CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE Patricia Hatler, Executive Vice President, Chief Legal and Governance Officer, Nationwide Insurance Company, Columbus, Ohio

CHAIR, U.S. NOMINATING COMMITTEE Peter Aquino, Chairman, President and CEO Primus Telecommunications, McLean, Virginia

AT-LARGE BOARD MEMBERS

Jorge Uribe, President Proctor & Gamble Latin America, Panama City, Panama

Arlene Holt Baker, Executive Vice President AFL-CIO, Washington, DC

CHAIR, GOVERNANCE COMMITTEE

Phillip N. Baldwin, Retired President and CEO Southern Bancorp, Inc., Arkadelphia, Arkansas

John Lechleiter, Chairman, President and CEO Eli Lilly and Company, Indianapolis, Indiana

David Barnes, Senior Vice President and CIO United Parcel Service (UPS), Atlanta, Georgia

ASSISTANT TREASURER

Arthur P. Bellis, Principal Bellis Enterprises, New York, New York

Ann Stallard, CEO Graphic Communications Corporation, Lawrenceville, Georgia

AT-LARGE BOARD MEMBERS Peggy Conlon, President and CEO The Advertising Council, Inc., New York, New York Karen Glover, Retired Global Integration Partner K&L Gates, Seattle, Washington Barry Salzberg, CEO Deloitte LLP, New York, New York Rodney E. Slater, Esq., Partner Patton Boggs LLP, Washington, DC Sunil Wadhwani, Chairman and Co-Founder iGate Corporation, Pittsburgh, Pennsylvania Bing Xiang, Dean and Professor of Accounting Cheung Kong Graduate School of Business, Beijing, China

Jon Campbell, CEO Minnesota Region, Wells Fargo Bank, N.A. Peggy Conlon, President and CEO The Advertising Council, Inc., New York, New York Antonia Cortese, Secretary-Treasurer American Federation of Teachers, Washington, DC Sally Fernandez, President Fernandez Group, Tucson, Arizona Ron Jaworski, Monday Night Football Analyst, ESPN Mt. Laurel, New Jersey Bill Matassoni, CEO The Glass House Group, New York, New York D. Roger Nanney, Vice Chairman Deloitte LLP, Dallas, Texas Jeffrey Rechenbach, Secretary-Treasurer Communications Workers of America, Washington, DC William Rodgers, III, Professor of Public Policy and Chief Economist, Heldrich Center for Workforce Development, New Brunswick, New Jersey Roberto E. Santa Maria, Office Managing Partner PricewaterhouseCoopers, LLP, Hato Rey, Puerto Rico Rodney E. Slater, Esq., Partner Patton Boggs LLP, Washington, DC

EMERITUS BOARD MEMBER *As of December 31, 2010

William H. Gates, Sr., Co-Chair Bill & Melinda Gates Foundation, Seattle, Washington

2010 Annual Report  | 

29

30  |  United Way Worldwide

United Way advances the common good by creating opportunities for a better life for all. Our focus is on education, income and health, because these are the building blocks for a good quality of life. We recruit the people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. You can give, you can advocate and you can volunteer. That’s what it means to Live United.

®

United Way Worldwide 701 North Fairfax Street Alexandria, Virginia 22314 U.S.A. liveunited.org

© 2011 United Way Worldwide

View a video message from Brian A. Gallagher by scanning the QR code or visiting LIVEUNITED.ORG/2010AnnualReport

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