NotesA publication of the UCP Foundation of Central PA, dedicated to providing the community with news and opportunities to support our efforts to assist individuals with disabilities and their families...every day, in every way we can.

What’s inside: * Path to Independence... p. 1-3 * Foundation Update p. 4 * 12 Days of Sports Auction p. 6* Event Updates p. 4 * Planned Giving p. 5 * Messages to Investors p. 7

fall - winter 2014 Issue 8

Foundation

Above, Pathways Academy residents and staff gather in the kitchen to show their support for Shaquan as he makes his first homemade apple pie.

In a quiet unassuming ranch-style home along I-74 in Cumberland County, three young men are learning--day by day and skill by skill--what it means to live independently. Pathways Academy, a pilot program that was developed and launched by UCP Central PA in early 2013, represents an innovative approach to residential living and life skills development for individuals with intellectual disabilities.

Since the day they moved into Pathways Academy in late March, KiAndre, Nate, and Shaquan have been making the most of the opportunities the program offers motivated individuals who have an intellectual disability. All three are making significant strides on their shared path to independence. Just as important, each is not only learning to find his own way in life... but to take ownership of his own life as well.

The path to independence

The week of this writer’s visit, the curriculum focused heavily on food preparation and measurements (both liquid and dry). As part of the program’s emphasis on practical application of the skills being learned, each of the residents was tasked with preparing something new in the kitchen. Earlier in the week, Nate (the resident “chef” of the house) prepared a dinner of pork and sauerkraut, followed by a homemade strawberry pie, with a pie crust he made from scratch. The next evening, KiAndre prepared and baked a pizza. And the night of the visit and interview, Shaquan was making a homemade apple pie. Original Pathways Academy House Manager (and now manager of several UCP community homes), James Witmer explained, “They all cook for themselves and prepare their own meals. But this week they are being pushed outside their comfort zone to enable them to be able to follow a more complex recipe. And they are all doing great with it.”

Above and right, Pathways Academy resident KiAndre drains excess liquid from the pot before giving his dinner a final stir.

(continued on page 2)

A Powerful ImpactThe concept for Pathways Academy was the brainchild of UCP Regional Manager of Adult Services Diana “Dee” Imes. Dee helped develop and manage the UCP Community Career Connections supported employment program for 8 years, so she has long had an interest in helping individuals with intellectual disabilities make a successful transition to the next stage of life. “Having worked in the field of independent supports for people with disabilities for the better part of a decade, I have seen firsthand the powerful impact that the opportunity for independent living and competitive, meaning-ful employment can have… both for the individual with the disability and for the community where he or she lives and works,,” Dee explains. “The goal of Pathways Academy is to jumpstart that process and keep it moving along.”

UCP Director of Adult Services Barry Claypool was on board with the concept, and with the assistance of UCP supporter and realtor John Ulsh, began searching for a home where the pilot program could be launched. In November 2013, John and Barry decided on the home in Boiling Springs, and worked with the UCP Foundation Board to complete the real estate transaction. Within a matter of days, a Foundation Board resolution was passed authorizing a 25-year loan to UCP in the amount of $184,000 for purchase of the home.

In commenting on the Board’s decision to fund the purchase, thereby making the pilot program possible, UCP Foundation Executive Director Janeen Latin said: “The use of Foundation funds to support innovative service delivery models is one of our core funding priorities.The funding of Pathways Academy provided UCP with the resources necessary to initiate the pilot program. In doing so, we have truly begun to change the landscape for a group of people who have the desire to live independently, but may not otherwise have had the oppor-tunity. This is something that should make our Foundation investors proud.”

2 Foundation Notes

The Path to Independence... (continued)This is what independence looks like at Pathways Academy.

A typical day in the life of Pathways Academy: top to bottom, Shaquan and staff member Madison Richard get ready to put his pie in the oven; Nate returns home from working out at the gym; KiAndre embraces Jacoby while holding onto his PA driver’s manual. Nate is hoping to soon move into his own apartment; KiAndre is working toward getting his driver’s license.

Each is not only learning to find his own way in life... but to take ownership of his own life as well.

continued on page 3

• Educational planning• Job seeking skills• Job maintenance skills• Emergency and safety skills• Knowledge of community resources• Interpersonal and social skills• Digital awareness• Legal skills

• Money management/ consumer awareness• Food management• Personal appearance and hygiene• Health• Housing• Transportation

The philosophy of Pathways Academy is that of a “learning environment” where the curriculum, independent practice, and feedback from staff are all critical components of independent living. In other words, the staff are there to “teach” and not to “do.” The 9-18 month intensive program enables residents to learn how to develop adequate skills in targeted core areas, including:

Foundation Notes is a publication of the UCP Foundation of Central PA, 925 Linda Lane, Camp Hill, PA 17011-4307 Foundation Notes 3

Join the cause. Support Pathways Academy. One of the primary functions of the UCP Foundation is to support the unfunded and underfunded programs of UCP Central PA. Pathways Academy is a perfect example of an unfunded--but desperately needed--program. The pilot program is in need of significant financial support in order to remain viable and, ideally, to grow.

Pathways Academy program advocate Diana Steel explains, “When you make the decision to support funding to establish or grow a transitional program such as this for adults with intellec-tual disabilities, you are doing more than funding a program... you are helping motivated and deserving individuals, like Nate, KiAndre, and Shaquan, lead the most independent, productive lives possible.”

PA Senator Pat Vance took a tour and met with the residents of Pathways Academy not long after they moved into their new home in March 2014

The end goal for graduates of Pathways Academy is that they successfully transition to an independent living situation (with minimal support), either in their own apartment or rooming with others in the community of their choosing. Nate is already contemplating the day when he will move out on his own. His goal is to make that happen by the time of his 32nd birthday in February 2015.

When asked how he likes living at Pathways Academy, Nate smiles broadly and responds with great enthusiasm, “I LOVE it!” Jacoby jumps in, “Why do you love it?

Nate’s response says it all, “I love learning new stuff. Jacoby is doing a great job teaching me new and different stuff every day.” He pauses for a moment and smiles at James and Jacoby before continuing. “You guys taught me a lot of valuable things in 8 months. I think I am ready to go out on my own and do the things you taught me. It may have taken me 31 years, but it’s been worth the wait.”

scale back yourholiday to-do list...

Leave the wrapping to us!7 days a week, through Christmas Eve

Dec 1 - 5 Dec 6 (Sat) Dec 7 (Sun) Dec 8 - 11 Dec 12 - 23 Dec 24

10am - 9pm 9am - 9pm 9am - 7pm 10am - 10pm 8am - 10pm 8am - 6pm

Look for UCP “elves’ in the Capital City Mall

Camp Hillbetween Macy’s and Yankee Candle

(and right next to Santa!)

Gift Wrap Hours

One person who is certainly proud of all that is happening at Pathways Academy is current Program/House Manager Jacoby Bucher. “I enjoy the opportunity to teach real-life, real-world skills that the guys can learn and then apply. The sense of confidence when they learn a new skill, or master an old one, is priceless. Especially Nate, his whole face lights up!”

In fact, the young men’s ability to learn and do the skills is just one measure of their success. Just as important is the increased confidence that comes from them not just doing something, but truly believing in their ability to do it. That sense of confidence, in turn, translates into a greater sense of security for their family members.

In addition to becoming accustomed to a more independent lifestyle, and continually enhancing their skills, the men have all had to learn what it is to share a home with someone other than family. Jacoby explains, “Each of them has their own personality, their own strengths and weaknesses like anyone else. For Nate, the social aspect--learning the ins and outs, the positive and negative aspects of human relationships--is what he thrives on. On the other hand, what’s most important to KiAndre is the daily routine and schedule that Pathway offers. When he gets in from work, he goes straight to doing his chores.” (At that precise moment, as if on cue, KiAndre passes through the “man cave” where the interview is taking place, with bucket, sponge, and spray cleaner in hand. Jacoby immediately reacts, “The downstairs bathroom must be KiAndre’s chore today... there’s that lemony fresh smell!”

Shaquan, like Nate, is motivated primarily by the social aspect of living in the home. Both James and Jacoby are quick to add that Shaquan came to the program with less real-world experiences than the other two. “There was a lot more that Shaquan had never been exposed to...” James says, “but that just means he’s also experienced the most progress and greatest growth in his time here to date.” Jacoby recalls the day that Shaquan brought home his first $200 paycheck from Giant. “There were big smiles and hugs all around!”

To learn more about Pathways Academy, the Pathways Adult Day Program, or to support the cause, contact:Janeen Latin, jlatin@ucpcentralpa.org or 717.975.0611

4 Foundation Notes

Magic Night 2015: Evening in South Beach Saturday, March 14

Event Sponsor: OppenheimerFunds Event Chair: Cathy Sweeney Event Venue: Hershey Country Club

Join us for a truly magical evening when Magic Night moves to Hershey Country Club for an Evening in South Beach. The black-tie-optional gala features a return appearance by The Uptown Band and by guest emcees Valerie Pritchett of abc27 and Nancy Ryan of BOB94.9.

Here are some highlights to look forward to...

The main event• 6:00pm Cocktail and Hors d’oeuvre reception Cocktails courtesy of Tom and Colleen Weber; Hors d’ouevres courtesy of Frank and Patti Gertzen Silent Auction

• 7:30pm Dinner and Dessert Hershey Country Club

• 8:30pm Live Music and Dancing featuring The Uptown Band

Live auction This year’s Live Auction of 8 items includes some UCP classics, among them:• our signature Penn State Tailgate with roundtrip limo• 4-course, Gourmet “All Cook” Dinner for 8 overseen by locat caterer and gastronomer Patty Armbrust and her staff. • another fabulous fur from Muscalus

Among the exciting new Live Auction items this year:• Dinner for Ten in the Circular Dining Room featuring Chef’s Choice with Wine (courtesy of The Hotel Hershey)• Masterpiece Portrait (20” wall portrait for up to 8 people) on canvas, with artist hand-painted detailing. Includes a one night stay at the Pierre Hotel in New York City the night of the portrait session (courtesy of Kramer Portraits)

Jewelry raffle courtesy of Mountz JewelersA Roberto Coin diamond pendant set in 18k white gold Valued at $1700... You get one chance to win for $10 or three for just $20.

Wrap up the evening with... Tequila Tasting and Cigar Rolling! • Tequila courtesy of Cina/D’Arcangelo & Co. • Cigars courtesy of the Bellissimo Family

Visit www.ucpmagicnight.org to learn more!

UCP Foundation of Central PA UpdateUCP Foundation, through the Grant Allocation Panel, continues to provide much needed funding for a number of UCP programs, as follows:June 2014$285 to Education & Quality for a camera/video camera$2,000 to State College Community Home for property improvements$2,610 to Childhood Programs for a playground fence $12,000 to Fulton Street Community Home for a Ceiling Track Lift Extension$12,005 to Education & Quality for a new Teleconference System

November 2014 $320 to Community Career Connections for Camcorder $19,992 to Pathways Programs for SmartBoards in Lewistown, Boiling Springs, and Camp Hill

UCP’s mechanism for recognizing those who leave a charitable legacy is the Cornerstone Society. Through the Cornerstone Society, UCP Foundation recognizes and honors individuals who provide support for UCP Central PA in their wills, trusts, life income gifts, retirement plans, life insurance designations, and other planned gifts. By taking this step, you can take satisfaction from knowing that you are part of an important legacy.

The Cornerstone Society Members * Doris L. Brunner** Jeffrey W. and Rayna Cooper** Joseph & Tina Entenman* Glenn Patrick Hoffman** Dennis and Yvonne Hursh** Nesta Livingston* Wayne and Susan Mountz* Jerry and Donna Nailor* Sue A. Redmond O’Brien* Marie B. and Carl W. Schleicher* Carolyn and Robert Shuey** John and Jeanette Witmer*

* Charter members (joined the Cornerstone Society prior to 2004)

If you believe you qualify for membership, please contact us to inform us of your planned gift. To learn more, contact:Janeen Latin at 717-975-0611 or jlatin@ucpcentralpa.org

The Cornerstone Society

Walk for a Healthy Communitypresented by HighmarkSaturday, May 16, 9:00am

Event Venue: Harrisburg Area Community College

UCP is one of 47 organizations that will share in the Walk proceeds. Online registration opens Monday, February 2. Learn more at: www.ucpfoundationcentralpa.org

To learn more about our events, contact Anna Spiess at aspiess@ucpcentralpa.org or 717-975-0611.

Upcoming Events

5Foundation Notes

Planning Your Philanthropic Strategy

Courtesy of Ted KocherFinancial AdvisorF.N.B. Wealth Management

Philanthropic benefitsParticipating in philanthropy not only garners tax and estate planning benefits, it can also unite your family behind its wealth. By determining what is most important to your family and then making a joint effort to contribute to whatever that may be, you can help foster a habit of generosity for future generations.

Start youngIf philanthropy is important to you and you want to pass along that value to the younger members of your family, consider volunteering together. Research shows that people who start volunteering in their youth are twice as likely to volunteer as adults, and that these same people are more likely to make financial contributions to charitable organizations. If there is a particular organization that you regularly donate to, seek out opportunities for volunteering within their network and get your family involved. This helps establish a unified interest in philanthropy and can also encourage your family to continue to donate to these organizations after you are gone.

Choose wiselyTo focus your giving plan you will first want to determine what organizations most closely match your interests. Do you have diversified or concentrated charitable interests? Do you want to spread your money out to a few chari-ties or give a larger sum to a single organization? Would you rather give to an organization that is local or global? Are the charities you pick charities that you could foresee your family continuing to support? Answering these questions can help pinpoint which charities are right for you.

Once you’ve focused your interest, also consider the practical factors that can affect the way you donate your money. For example, should you donate to a public organization or a private foundation? Keep in mind that public organizations can offer up to a 50 percent income tax deduction while private foundations offer up to 30 percent. However, private foundations can offer a donor more control and flexibility, as they can take a large donation and spread it out over several years. If a charity changes its focus or is not meeting its goal, a private foundation can switch the recipient of the donee’s money. In terms of a charity’s size, you should also consider that smaller charities may not be able to deal with complex gifts, such as real estate or appreciated assets.

Research, research, researchOnce you have a list of charities to consider, you should evaluate them to make sure they are both legitimate and efficient. Use the IRS website to verify any tax-exempt organization’s legitimacy by searching for their publicly listed employer identification number (EIN). Determining an organization’s efficiency, however, can be a little more difficult. It’s important to remember that not all of your funds will be going directly to a cause—some of the funds that a charity receives must go toward its expenses in order to keep the charity running. However, there are varying levels of efficiency with these expenses.

To ensure the maximum portion of your donation is going directly to a cause you want to serve, look into the charity’s records. These can include a mission statement, fiscal reports, lists of affiliated charities, goal state-ments, etc. Each of these pieces of information, along with the age, size and community standing of the organization, can help you determine if it is worthwhile to donate your funds. If possible, enlist your family’s help in this research. The more you can involve your family in the philanthropic process, the more connected they will feel to the organizations you choose.

Set goalsIt can be hard to determine if your philanthropic efforts are effective without setting goals for yourself. The money you donate to a charity can be looked at as an investment, and you want to be sure you’re getting some sort of “return” on that investment, especially if you want your family to continue giving to a particular charity. Your goals can be related to the organization’s mission statement or, depending on the size of the charity, you could even meet with the charity to determine goals together for how your money will be spent. If you see that organizations are consistently achieving positive results in the areas that they seek to improve, you may feel more fulfilled by donating to them.

You can also set goals that more specifically relate to your generational wealth transfer, such as moving a certain amount of money out of your estate and into charity to avoid estate taxes, earning a certain percentage of income tax deduction each year or getting a certain number of family members involved in a given charity. If you are using a trust or annuity to donate money to a charity, you can set goals for how much you would like your investments to grow for the charity. If your goals are consistently not being met, you may have to consider making your donations to another organization or reorganizing your charitable trusts. Keep in mind that if you are donating to several charities instead of concentrating your efforts, it can be harder to track your goals.

Check inYour charitable donations and giving strategy may change over time as your budget fluctuates and you reevaluate your giving goals. As you examine your charitable contributions on a regular basis to determine if they are still tailored to your financial and personal values, also consider meeting with your family to receive their input on the best way to donate family wealth. By connecting your family to your philanthropic values early on, you can help to create both a stronger family and a stronger community.

* * * * *

F.N.B. Wealth Management is comprised of a group of specialized companies dedicated to providing the very best financial investment products and services to meet the various and unique needs of their clients. With more than $3.9 billion in total assets under management, F.N.B. Wealth Management Group can offer clients a wide range of trust, investment and insurance products and services to help individuals achieve their financial goals.

Questions? Contact:Theodore R. Kocher F.N.B. Wealth Management Capital Region Vice President & Financial Advisor570-578-6895 kocher@fnb-corp.com

Determine how to best focus your philanthropic strategy and transfer your family’s wealth with complete efficiency.

6 Foundation Notes

7. PSU Linebacker U Helmet Signed by 8, includingJack Ham,Greg Buddle, Andre Collins, Michael Mauti, Shane Conlan, Sean Lee, LaVar Arrington, and Paul PoslusznyValued at $625JSA Authentication

8. Ryan Zimmerman Pittsburg Pirates Autographed BaseballValued at $100MLB Authentication

9. Matt McGloin Autographed Penn State JerseyValued at $200JSA Authentication

10. Jayson Werth Washington Nationals Autographed Baseball Valued at $100MLB Authentication

11. Troy Polamalu Pittsburgh Steelers Autographed JerseyValued at $400Polamalu Authentic

12. Andrew McCutchen Pittsburg Pirates Autographed BaseballValued at $250PSA/DNA Authentication

1. Antonio Brown Pittsburgh Steelers Autographed Full-Size HelmetValued at $285JSA Authentication

2. Bryce Harper Washington Nationals Autographed BaseballValued at $200MLB Authentication.

3. Kyrie Irving Cleveland Cavaliers Autographed JerseyAdidas Swingman Red CavaliersJersey with “11-12 ROY” Inscription ~Limited to 22~Valued at $500Panini Authentic

4. Harry Kalas Philadelphia Phillies Autographed BaseballValued at $325PSA/DNA Authentication

5. LeSean McCoy Philadelphia Eagles Autographed Full-Size HelmetValued at $500PSA/DNA Authentication

6. Cole Hamels Philadelphia Phillies Autographed Rawlings BaseballValued at $225PSA/DNA Authentication

Just in time for Christmas!Visit http://www.ucpsportsauction.org for directions to participate in the auction on Ebay.

Proceeds benefit UCP!

2nd Annual Twelve Days of UCP Online Sports Auction

Items 1-6 to be auctioned December 12 - December 21 Items 7-12 to be auctioned December 14 - December 23

• James Spence Authentication www.spenceloa.com • MLB Authentication www.mlb.com/mlb/authentication • PSA DNA Authentication www.psacard.com/DNACert/

7Foundation Notes

Janeen Latin Executive DirectorUCP Foundation of Central PA

It has been a pleasure serving the UCP Foundation over the course of the past year. As I thought about the best way to summarize what it means to me -- I decided to share some statistics from the last fiscal year that I believe speak for themselves:

5 - the number of UCP Foundation special event fundraisers drawing a diverse crowd: black-tie dinner dance, walk, sports auction, golf, and the one that’s happening now... gift wrap!

555 - the number of dedicated and committed volunteers who make tour special events possible

1,400 - the number of people in the community who attended our special events over the course of the year

$120,584 - the net revenue generated by our special events over the past year in support of the shared mission of UCP and the UCP Foundation

20 - the number of future-minded people who are part of our Cornerstone Society and have made a planned gift to UCP as part of their estate plan (see page 4 for a listing of names)

$45,670 - distributed to UCP programs through the Foundation grant allocation process

$3,693,225 - the total value of current net assets in the UCP Foundation

As these statistics show, our success is attributed to the many people who give so generously of their time, talents, and resources throughout the year--many year after year--to make the work we do possible. I would like to single out one of these people for a special thank you: former UCP Board Chair and now past UCP Foundation Board Chair John Coles. His leadership and guidance have been instrumental to the continued success of both the agency and the Foundation.

The next year will be dedicated to ensuring that the work of the Foundation is closely aligned with the needs of UCP. A friend recently gave me a plaque that says: “Excellence is never an accident. It’s the result of high intention, sincere effort, intelligent direction, skillful execution, and the vision to see obstacles as opportunities.” I believe that sentiment holds true for us as we move forward.

I look forward to working with new Foundation Board Chair Joe Entenman in the coming year as we strive to achieve excellence. I wish you and your family a Happy Holiday and a memorable New Year!- Janeen

Joseph M. Entenman2014-2015 Board ChairUCP Foundation of Central PA

As I complete my term as UCP Board Chair and move on to serve as Chair of the UCP Foundation Board, I can’t help but reflect on the extraordinary care and compassion that I have witnessed among UCP staff as they facilitate a life without limits for individuals with disabilities and their families.

Day in and day out, they work selflessly to improve the lives of others in a measurable way. The staff’s unmatched dedication makes the work of the UCP Foundation essential. The ability to provide financial support for existing programs that need a little assistance, for new programs that may not otherwise be possible, and for pilot programs like the one featured in our cover story, enables the organization to evolve and grow with the needs of the people it serves.

It’s an incredible feeling to be part of such innovative initiatives as Pathways Academy, and to know that the individuals who participate in the program will one day soon have the opportunity to live independently in the local community of their choosing.

But our work is not possible without your support. There are several ways you can get involved:• Volunteer – on an event committee or Foundation committee• Donate – money, goods, or your services• Shop – take advantage of the upcoming holidays to shop online and support UCP at the same time: - Amazon Smiles http://smile.amazon.com/ - Goodshop http://www.goodsearch.com/goodshop.aspx (Shop online at one of more than 2,800 participating stores)

I also encourage you to join us for our first special event of the new year: Magic Night, Evening in South Beach, on March 14. MN15 Chair Cathy Sweeney is busy working her magic--and calling in her connections--to make sure this is an event you won’t want to miss!

I look forward to my time as Foundation Chair, and I know that together we can make a difference. Season’s Greetings to you and your family. - Joe

Our mission is service. Your legacy is caring.

Together we can secure a bright future, including a life without limits, for thousands of people served by UCP Central PA throughout our shared community.

To learn more, call Janeen Latin at 717-975-0611 or email jlatin@ucpcentralpa.org.

Foundation Notes is published two times a year.

Joseph M. Entenman 2014-2015 Board Chair UCP Foundation of Central PA

Janeen Latin Executive Director UCP Foundation of Central PA

Lynda K. Bowen Editor and Designer, Foundation Notes Foundation Marketing & Communications

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UCP Central PA and the UCP Foundation: a shared mission of life without limits!

add gift wrap pic here!