united way of greenville county tocqueville legacy circle roxanne cromartie tocqueville summit –...
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United Way of Greenville CountyTocqueville Legacy Circle
Roxanne CromartieTocqueville Summit – March 26, 2015
United Way of Greenville County
• $16 million annual campaign
• 138 Tocqueville members
• 4,533 Leadership Donors ($1,000+)
• $7.9 million $’s from Leadership Donors
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Poinsett Society - Endowment
• Started in 1997
• Champion Volunteer
• Board Commitment
• Legacy gifts not immediate cash gifts
• Recognition of gifts during the donors lifetime
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Endowment Fund TodayAs of March 2015
Gifts/Cash Received $3.1 million
Expectancies $17.5 million
TOTAL $20.6 million
118 Legacy donors (43 TLC)
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Why Endowment?
• Perpetuate an annual gift – allows the donor to leave a legacy
• Investment dollars from the endowment go back into the annual campaign ($130,000 annually in recent years $800,000 over the history of the endowment)
• Makes good business sense, a long term investment for the organization
Tocqueville Legacy Circle(TLC)
• 10 $200,000+ before TLC came into existence
• 43 TLC -- $15.3 million
• 4 realized gifts 39 expectancies
• 6 TLC members are million dollar legacy
• 17 TLC are United Way Life
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Keys to Success
• We started asking and have continued to ask
• United Way Life
• Organizational Priority
• Culture not a Campaign
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