United Way of Greater Cincinnati

. Living Your Legacy Leave a Legacy

Tocqueville Legacy CircleChanneling Influence Into Action…Today. Tomorrow. Forever

• World Class Arts Institutions

– Strong Arts Campaign raising $12 million for 110 organizations

• Professional Baseball and Football Teams

• Nationally Ranked Universities and Colleges

• Hospital Systems with Strong Research Capacity

• Growing YP Presence

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• The Region is Home to 9 Fortune 500 Companies

• Revitalized Downtown and Riverfront – Hosting All Star Game in 2015

• Independent Restaurants and Local Chefs Gaining National Prominence

• Strong Local Attractions: Zoo, Museums, Waterparks, Aquarium, Casino, Amusement Park

Metropolitan Statistical Area: 2.14 Million

CINCINNATI AT A GLANCE: A LIVEABLE AND VIBRANT MIDWESTERN CITY

ONE OF THE LARGEST TOCQUEVILLE SOCIETIES IN THE COUNTRY

Founding

• Founded in 1985 with 13 Members (5 current members)

• Company Driven

• One Annual Gathering

Tocqueville Award Established

Current State

• More than 900 members

• Donating $13.3 Million

• Member Driven – Members Recruit/Advocate New Members

• Diverse Menu of Engagement Opportunities

– Unique Affinity Groups

– Strong Pipeline

– Growing Brand Recognition

 

Tocqueville Legacy Circle

Current Status:59 Total members in Tocqueville Legacy Circle

This includes:

• 7 Million Dollar Roundtable Legacy Leaders• 1 Two Million Dollar Legacy • 4 Million Dollar Legacy

Tocqueville Legacy Circle

Best Practice:

• 5 equal annual payments• Income tax deduction eligibility• Up to ½ of annual premium

credited from annual campaign pledge

• Balance of premium met through donor’s campaign pledge increase

Best Practice: United Way Life

What Processes Can Our Donor(s) Anticipate?

Medical Questionnaire

Quote Range

Underwriting

Recognition

Thank You!

New Strategy: Outlive Your Life

INVEST IN YOUR PHILANTHROPIC FUTUREOutlive Your Life is a new way to structure your annual Tocqueville gift to create an endowed fund that will benefit future generations and support the work at United Way that is important to you and helpful to our community.

• Increase Your Annual Gift Now

• Receive a Match

• Enjoy Tocqueville Benefits in Retirement

• Make an Impact – Forever!

New Strategy: Outlive Your Life

INCREASE YOUR ANNUAL GIFT NOW

• This opportunity is available to Tocqueville members who contribute $10,000 or more to the annual campaign

• Use cash or stock to increase your annual gift (in any amount)

• Increased contributions may vary from year to year

• Total contributed dollars are counted in the annual campaign

New Strategy: Outlive Your Life

RECEIVE A MATCH United Way will match the amount of your increase up to $5,000

Possible Scenario for Funding a Tocqueville Endowment Gift

($250,000 endows an annual gift of $10,000)

New Strategy: Outlive Your Life

ENJOY TOCQUEVILLE BENEFITS IN RETIREMENT• Proceeds from your endowed gift will fund your Tocqueville gift annually

• Your endowed Tocqueville gift qualifies you for membership in United Way Tocqueville Legacy Circle, a worldwide movement of forward-thinking leaders

MAKE AN IMPACT -FOREVER!Your fund will continue to make meaningful, local impact for generations to come

Tocqueville Legacy Circle

Other Strategies to Consider

– Include Planned Giving elements in Major Gift asks

– Ask for paid insurance policies

– Consider a targeted bequest letter campaign

– Newsletter Articles on power of endowment

– Board members individually approached

– Consider “Matching” opportunities

– Bequest tagline on everything

– Special indicators in Tocqueville listings

At the End of the Day…It’s All About Relationships

Success to Date

“I’m glad this was about a planned gift, I was concerned all of this cultivation was leading to a marriage proposal.”