Annual_Report_06-07

D o n a t e .

V o l u n t e e r .

C h a n g e L i f e .

2 0 0 6 - 2 0 0 7

a

A n n u a l

R e p o r t

Mission: To improve lives by mobilizing the caring power of communities.

Vision: To engage all citizens to work together to build healthy, safe, caring and strong communities.

Table of Contents Message from Chairman of the Board and President/CEO H e a r t o f F l o r i d a U n i t e d W a y B o a r d o f D i r e c t o r s C a mpa i gn Highlights 2006- 0 7 Alexis de Tocqueville Society S u c c e s s S t o r y Loaned Executive Program Loaned Executives & Sponsors Total Resources Under Management Fun d D i str ibution Pane l s Areas of Care & Lives Touched S u c c e s s S t o r y S t a t e m e n t o f F i n a n c i a l P o s i t i o n H e a rt of Flor ida United Way 2006- 2007 Agency Li s t The Year In Review S u c c e s s S t o r y U n i ted Way Pr ogr am s & Ser vice s

U n i ted Way 2- 1- 1

U n i ted Way Stewar dship Pr ogr am

H e ar t of Flor ida United Way Volunteer Center

R ya n W hite Par tB/Gener al Revenue Pr ogr am

G i fts in Kind Center S u c c e s s S t o r y H e a r t o f F l o r i d a U n i t e d W a y S e n i o r M a n a g e m e n t Te a m

4 5 6 -7 8-10 11 12 13 14 15 16-17 17 18 19 20 21 22 22 23 24 25 26 27

Message from Chairman of the Board and President/CEO With generous support from thousands of individuals, corporate partners and volunteers, we’re pleased to report Heart of Florida United Way experienced another strong campaign year in 2006-07 — raising $17,350,000 to help make Central Florida a stronger, more vibrant community.

While the sum, representing a $600,000 increase over 2005-06 campaign results, is a quantifiable measure of financial success, our collective achievement is best demonstrated in the number of lives touched within our local community. It’s here, in streets and neighborhoods we pass each day, that our efforts make a profound difference – from providing shelter for the homeless, daycare assistance for single mothers, job training for impoverished families, nutritious meals for senior citizens, vocational services for the disabled and healthcare for those who can least afford it.

Ed Timberlake Chairman of the Board Chairman – Seaside National Bank & Trust

Supporting nearly 100 agencies and 200 programs, Heart of Florida United Way helped provide assistance to more than 360,000 people.

Their stories, a sampling of which appear throughout the annual report, are numerous and inspiring and demonstrate the immeasurable value of what we are able to accomplish by working together.

In reviewing the year’s success, it’s evident that many of the most notable achievements would have been unattainable without the valuable support of community volunteers. Serving in a multitude of capacities, from overseeing the distribution of campaign funds to participating in our Days of Caring community service event, volunteers enable United Way and its agency network to increase operational efficiency and service reach.

For example, trained volunteers working with staff in the United Way 2-1-1 community resource and referral helpline center, helped field 105,762 calls, an 18.5 percent increase over 2005-06. The combined volunteer contribution, totaling 4,429 hours, helped realize payroll savings of more than $85,000.

Robert H. (Bob) Brown President/CEO – Heart of Florida United Way

The dedication of these and countless other United Way volunteers and supporters brings to mind a statement made by French physician and humanitarian, Albert Schweitzer, who said: “You must give some time to your fellow men. Even if it’s a little thing, do something for others – something for which you get no pay but the privilege of doing it.”

Your ongoing support, in the form of financial contributions, volunteer services, gifts-in-kind donations, loaned executives and workplace giving campaigns, enables Heart of Florida United Way to continue our mission to improve lives by mobilizing the caring power of our communities.

On behalf of Heart of Florida United Way Board of Directors and staff, we thank you for your continued trust and support of our work.

Sincerely,

Ed Timberlake 4

Robert H. (Bob) Brown

H e a r t o f F l o r i d a U n i t e d Wa y 2 0 0 6 - 0 7 B o a r d o f D i r e c t o r s Chairman of the Board Ed Timberlake Seaside National Bank & Trust

Treasurer Michael L. Harding Deloitte & Touche LLP

Debra M. Booth Central Florida AFL-CIO

Stephanie Howell Baker & Hostetler LLP

William N. Brown Lockheed Martin Missiles & Fire Control

Randall D. Hunt Senior Resource Alliance

Deborah A. Clements Progress Energy A. Stoddard Crane Darden Restaurants, Inc. Jerry Demings Formerly of Orange County Department of Public Safety Stephen Fan China Pavilion at Epcot® J. Christian Fenger Bright House Networks, Central Florida Division

Timothy N. Hyslop First Horizon Marvin Irby Walt Disney Company Bill Johnston St. Cloud Fire Rescue Avido Khahaifa Orlando Sentinel Robert Klettner Dean Kurtz EMBARQ Corporation

Donald W. Gately UPS Central Florida District

Marsha Lorenz Visiting Nurse Association/ Community Care for the Elderly

Josef Ghosn Florida Hospital

Richard Lyons Local Laborers 678

Stephen J. Graham Orlando Regional Healthcare

Patricia Maddox Winter Park Health Foundation

Roseann Harrington OUC–The Reliable One

Secretary Lillian Garcia Tupperware Brands Corporation

Michael McCoy Orange County Department of Public Safety William F. Merck II University of Central Florida Mike Morgan SeaWorld, Inc. Sam Pero Publix Super Markets, Inc. John Schenkel TissueNet–Custom Applications LLC Jacob Stuart Orlando Regional Chamber of Commerce Linda Sutherland Orange County Healthy Start Coalition Donna Templin Walt Disney Company Richard A. Watkins SunTrust Banks, Inc. Bill Wilson Holland & Knight LLP

5

C a m p a i g n Hig h lig h ts 2 0 0 6 - 0 7 The Heart of Florida United Way annual campaign is divided into 16 divisions, focusing on various business segments within the tri-county area. Of the more than 450 companies that run campaigns, below are the top ten for each division, as well as the overall top giving organizations.

Top Giving Organizations – Contributing $100,000 or more 1. Walt Disney Company Gary Woodrell 2006-07 Campaign Chair Vice President of Refractive Manufacturing – Alcon

2. Publix Super Markets, Inc. 3. Lockheed Martin 4. Darden Restaurants, Inc. 5. SunTrust Bank of Central Florida

Under Gary Woodrell’s leadership, $17,350,000 was raised during the 2006-07 campaign – an increase of more than $2 million over the last two years. Thousands of individuals made private donations, and more than 450 Central Florida businesses ran workplace giving campaigns, organized fundraising events and hosted golf tournaments to help attain this outstanding result. The sum also includes more than $165,000, which was generated by the Chef’s Gala ─ the highest amount raised in the event’s 15-year history.

6. Orange County Government

The following are businesses that provided exemplary community leadership and set the pace within their respective industries. We would like to thank and acknowledge them and all companies that contributed to the success of the 200607 campaign.

20. Bell South

7. Siemens Power Generation, Inc. 8. UPS 9. Bank of America 10. EMBARQ Corp.

11. Adventist Health System 12. University of Central Florida 13. FedEx 14. Enterprise Rent-A-Car 15. Tupperware Brands Corporation 16. Orlando Sentinel Communications 17. Alcon 18. Wachovia Bank 19. Seminole County Public Schools 21. McLane Suneast 22. Fifth Third Bank 23. Macy’s 24. OUC–The Reliable One 25. SeaWorld and Discovery Cove Orlando 26. CNL Financial Group Inc. 27. Orlando Regional Healthcare

6

Building and Design Arts 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Brasfield & Gorrie LLC Palmer Electric Company PCL Construction Services Inc. PBS&J Williams Company Skanska USA Ring Power Corporation RLF, Inc. Jeld-Wen, Inc. Camp Dresser & McKee

Business and Industry 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Progress Energy Massey Services Inc. The Fishel Co. Woodlawn Carey Hand Cessna Aircraft Co. Southeastern Container Greater Orlando Aviation Authority Florida Municipal Power Agency Mears Transportation Group Coca-Cola North America

Central Florida Combined Federal Campaign 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

U.S. Postal Service U.S. Army STRI NAVAIR Orlando Training Systems Division Orlando VA Healthcare Center Federal Correctional Complex, Coleman Transportation Security Administration Internal Revenue Service Bureau of Customs & Border Protection Defense Finance & Accounting Service Office of Hearings & Appeals

Financial Services 1.

2.

AmSouth Bank BNY Investment Management Services LLC 3. Washington Mutual 4. Raymond James & Associates Inc. 5. JP Morgan Chase 6. Liberty Mutual Insurance Co. 7. Nationwide Insurance 8. The Hartford Insurance Group 9. Merrill Lynch 10. Colonial Bank

Florida State Employees Charitable Campaign (FSECC) 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

University of Central Florida Department of Children and Families Department of Health Department of Transportation Department of Environmental Protection Department of Corrections Justice Administrative Commission State Courts System Department of Revenue Agency for Health Care Administration

Foundations 1.

2.

3.

4.

5.

6.

Elizabeth Morse Genius Foundation A Friends’ Foundation Trust Gordon J. Barnett Memorial Foundation Plantation Family Donor Advised Fund Fifth Third Foundation James E. & Mary E. Harper Charitable Foundation 7. Clifford & LaVonne Graese Foundation 8. CIGNA Foundation 9. Shell Oil Company Foundation 10. Lambert Family Foundation

Healthcare 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Blue Cross Blue Shield Health Options Central Florida Regional Hospital United Healthcare of Florida Merck & Merck-Medco Health Central Inc. Invacare Corp.

Florida Radiology Associates Delta Dental Insurance QualityHub Inc. Otto Bock Health Care

High Tech 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Convergys Sprint Northrop Grumman Smart City Telecom First Data Corp.

Metavante Banking Solutions IKON IBM Corp.

New Business Solutions Inc. Fiserv Orlando

Heart of Florida United Way 2006-2007 Campaign Cabinet Hospitality 1.

2.

3.

4.

Marriott International Inc. AAA National Walt Disney World Swan & Dolphin Orlando/Orange County Convention & Visitors Bureau 5. Grand Cypress Resort 6. Marriott Vacation Club International 7. Interstate Hotels and Resorts 8. Hyatt Regency Grand Cypress 9. Hyatt Regency OIA 10. The Peabody Orlando

Labor Unions 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

BCTGM 103 AT&T: Communication Workers of America Carpenters Local 1765 City of Orlando: SEIU, Laborers, Firefighters IBEW 606 Ironworkers Local 808 Lockheed Martin: UAW Seminole County Public Schools: CTA, Support UAW 1649 UAW 788

Media and Marketing 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Bright House Networks The Golf Channel WFTV-Channel 9 – Cox Enterprises Fry Hammond Barr Inc. Ten United Wall Street Journal WESH-News Channel 2 Ron Sachs Communications Inc. WMFE TV 24/Radio 90.7 FM National Advertising Co.

Non-Profits/Agencies 1.

2.

3.

4.

5.

6.

7.

Heart of Florida United Way Inc. The Center for Drug Free Living, Inc. Quest, Inc. Boys & Girls Clubs of Central Florida, Inc. Community Coordinated Care for Children, Inc. Coalition for the Homeless of Central Florida, Inc. Children’s Home Society of Florida, Central Florida Division 8. Jewish Community Center of Greater Orlando, Inc. 9. Metro Orlando Economic Development Commission 10. Second Harvest Food Bank of Central Florida, Inc.

Professionals 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Lowndes Drosdick Doster Kantor & Reed PA Deloitte & Touche LLP Ernst & Young LLP Strombeck Consulting Holland & Knight LLP Tedder James Worden & Associates PricewaterhouseCoopers LLP Baker & Hostetler LLP Cross Fernandez Riley LLP Averett Warmus Durkee Bauder & Thompson

Public Service & Education 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Orange County Public Schools Harcourt, Inc. City of Orlando Osceola County Public Schools Valencia Community College Reedy Creek Improvement District Seminole Community College Rollins College Enterprise Florida, Inc City of Altamonte Springs

Retail 1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

Target JCPenney Lowe’s Companies Inc. Coggin Automotive Group Costco Wholesale Wal-Mart Dillard’s Inc. Best Buy Home Depot CVS Pharmacy Distribution

Top Companies for Leadership Giving

Individuals donating between $1,000 and $9,999.

1. Walt Disney Company 2. Lockheed Martin 3. Publix Super Markets, Inc. 4. Darden Restaurants, Inc. 5. SunTrust Banks, Inc. 6. Siemens Power Generation, Inc. 7. FedEx 8. Fifth Third Bank 9. Orange County Government 10. Alcon

Every year outstanding community leaders from various industries step up to help guide and direct Heart of Florida United Way’s annual fundraising campaign.

Each division is led by a Campaign Cabinet member who assists in the planning and execution of this mammoth effort. Special thanks to these committed civicminded leaders.

Campaign Chair Gary Woodrell Vice President, Refractive Manufacturing Operations Alcon Alexis de Toqueville Society Michael L. Harding Managing Partner – Orlando Assurance and Enterprise Risk Services Deloitte & Touche LLP Building & Design Arts Robert Utsey Vice President of Development Skanska USA Direct Response Chris Bostick Manager Walt Disney Company Financial Services Frank Fernandez First Vice President Washington Mutual

Labor Debra Booth President Central Florida AFL-CIO CLC Leadership Giving Richard Watkins Senior Vice President SunTrust Banks, Inc. Loaned Executive Program Lillian Garcia Executive Vice President & Chief Human Resources Officer Tupperware Brands Corporation New Account Development Fred Larson Senior Sales Manager Walt Disney Company Professional Jason Greene Client Advisor, Private Wealth Management SunTrust Banks, Inc.

Healthcare Maureen A. West President MWest & Associates

Public Service/Education Howard Tipton Chief Administrative Officer Office of Lydia Gardner, Orange County Clerk of Courts

HFUW Agencies/Non-Profits Randy Hunt President/CEO Senior Resource Alliance

Retail George Williams Store Manager JCPenney

Hospitality Kelli Coleman Vice President Product Development Walt Disney Company

Small Business Development A. Scott Michael, Jr. Accountant Strombeck Consulting, Inc.

7

Alexis de Tocqueville Givers United Way’s Alexis de Tocqueville Society recognizes the generosity of individuals contributing at the highest levels of personal giving. With an annual gift of $10,000 or more, these caring philanthropists exemplify an outstanding commitment to improving the quality of life in Central Florida.

The society is named after French aristocrat Alexis de Tocqueville, who wrote admiringly of the American effort for the common good. Through the Alexis de Tocqueville Society, members achieve measureable results in resolving issues confronting our community’s children, families, seniors and overall well-being.

Alexis de Tocqueville Givers

Michael L. Harding Partner, Deloitte & Touche LLP Alexis de Tocqueville Society Chair

8

Heart of Florida United Way Alexis de Tocqueville Society thanks and recognizes individuals for their commitment to delivering results in our community.

La Table Ronde des Millions de Dollars Recognizes individuals who have contributed $1,000,000 and above to Heart of Florida United Way.

Ted Crowell

Helen & Richard DeVos RDV Sports Foundation

Dr. P. Phillips

Dr. Nelson Ying

Baron and Baroness of Balquhain Ying of Balquhain

Ordre de Fraternité

Recognizes individuals who contribute $75,000 to $99,999 annually to Heart of Florida United Way.

Jim & Dayle Seneff CNL Group

Ordre d’Egalité

Joe R. Lee Darden Restaurants, Inc.

Mr. & Mrs. W. E. Jock Spears

Ordre de Liberté Recognizes individuals who contribute $25,000 to $49,999 annually to Heart of Florida United Way.

Mr. & Mrs. Charles E. Bosserman

Clarence Otis, Jr. & Jacqueline Bradley

Wayne P. & Dr. Robin R. Roberts

Rebecca & Blaine Sweatt III

Alexis de Tocqueville Givers

Recognizes individuals who contribute $50,000 to $74,999 annually to Heart of Florida United Way.

Gary & Erika Woodrell

9

Members de la Societé

Alexis de Tocqueville Givers

Recognizes individuals who have contributed $10,000 to $24,999 annually to Heart of Florida United Way.

10

Alexis de Tocqueville “I must say that I have seen Americans make great and real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend faithful support to one another.”

Carol & Barney Barnett Publix Super Markets, Inc. John J. Carelli Ernst & Young LLP Lee & Priscilla Cockerell Walt Disney Company Meg & Rich Crofton Walt Disney Company Roy & Patricia Disney Walt Disney Company Jennifer D. & William T. Dymond, Jr. Lowndes, Drosdick, Doster, Kantor & Reed PA Stephen Fan China Pavilion at Epcot® Michael Fleming Merrill Lynch Michael & Terri Harding Deloitte & Touche LLP Karl & Wendy Holz Walt Disney Company Ruth & Frank Hubbard A Friends’ Foundation Trust Evans & Linda Hubbard A Friends’ Foundation Trust Bob A. Iger & Willow Bay Walt Disney Company Howard Jenkins Publix Super Markets, Inc. Pat & Audrey Knipe Harriett & Hy Lake Kim & Cathy Lopdrup Darden Restaurants, Inc. John & Rita Lowndes Lowndes, Drosdick, Doster, Kantor & Reed PA Andrew & Paula Madsen Darden Restaurants, Inc. Thomas McDaniel Scott & Terese Michael Strombeck Consulting, Inc. David Lee Neel Woodlawn Carey Hand Funeral Homes & Cemeteries Richard & Mary Nunis New Business Solutions, Inc. Marty Rubin Smart City Telecom Michael & Teresa Ryan Lowndes, Drosdick, Doster, Kantor & Reed PA Nicholas & Patricia Siggelkow-Pope Lowndes, Drosdick, Doster, Kantor & Reed PA Richard M. & Esther Strombeck Strombeck Consulting, Inc. Mr. & Mrs. John E. Thorsen III Raymond James & Associates Robert & Cheri VanderWeide VanderWeide Family Foundation Sharon & Carlos Villaverde Alcon Shawna & David M. Webb, Jr. Fifth Third Bank Al & Doreen Weiss Walt Disney Company

Success Story A Shining Example In many ways, Krystle is a typical teenager ─ bright, energetic and funny with a kind heart and a flair for the dramatic. At age 16, she’s fiercely protective of her three younger siblings, has many friends and works a part-time job.

However, like many youths served by the Boys & Girls Clubs of Central Florida, Inc., Krystle’s childhood has been anything but typical. Her father’s been in prison most of her life, and her mother’s presence has been inconsistent ─ sometimes at home, sometimes in jail and sometimes in drug rehab programs. Krystle moves continually from one relative to another, depending on which grandparent, aunt or uncle has space and resources to take her in.

One constant in her life ─ and the factor she credits with helping her succeed ─ has been membership in the Boys & Girls Club.

“I’ve been a member since elementary school, and this club helped make me who I am. For the past eight years I’ve come here to get help with my homework, hang out with my friends, participate in activities and help the staff,” Krystle said.

Today, her successes are many. She finished her sophomore year with straight A’s and is now enrolled in the honors program at Cypress Creek High School. She also volunteers with the Boys & Girls Club and Give Kids the World.

“I believe in myself because there have always been people at the club who believe in me,” Krystle added. “I’m going to achieve great things! I will get good grades. I will go to college. I will make a difference in the world. I am going to be somebody!”

To protect the client’s identity, neither her name nor photo have been used.

11

Loaned Executive Program Under the steady and committed leadership of Lillian Garcia, Executive Vice President and Chief Human Resources Officer for Tupperware Brands Corporation, the Loaned Executive Program grew to new levels of success. A unique and efficient way to stretch community dollars, the Loaned Executive Program is critical to Heart of Florida United Way’s (HFUW) continued success in meeting growing community needs.

Lillian Garcia Executive V.P. & Chief Human Resources Officer for Tupperware Brands Corporation

Each year, businesses dedicated to making a difference “lend” an employee or two or provide sponsorship funds for the 12-week fall campaign. Loaned Executives become an important part of the HFUW Resource Development team, helping to coordinate and conduct workplace giving campaign presentations at more than 450 regional companies. After the experience, they return to their companies with enhanced professional skills and greater engagement in community issues.

Here’s what some of our local business leaders say about the program: “For the last 10 years, I made it a priority to support the Heart of Florida United Way Loaned Executive Program. This was a great investment in our community and in the individuals who participated. Every single one of the Cast Members we loaned came back as much more effective leaders. Think of the Loaned Executive Program as a development resource for your employees. The value you receive far exceeds the cost...”

Lee Cockerell – Executive Vice President (Retired), Walt Disney Company

“... Over the years, Publix has committed dozens of associates to work on-site at United Way during the fundraising campaign.

Supporting this program sets an example of how business leaders can get involved and be responsible community partners. Employees who have been Loaned Executives return as more engaged and productive citizens, passing on their experience and inevitably making a difference in the lives of others…”

Lee Cockerell Executive Vice President (Retired), Walt Disney Company

Sam Pero – Regional Director of Retail Operations, Publix Super Markets, Inc.

“The Loaned Executive Program is an outstanding opportunity to develop future leadership within your organization. Our participating employees benefit greatly from the training Heart of Florida United Way provides, and they develop a much better understanding of community needs and available services. They also develop critical public speaking and leadership skills at an accelerated pace. Almost all of our employees who have participated in the Loaned Executive Program have moved into senior leadership positions within our organization.”

Gary W. Cain – President, Boys & Girls Clubs of Central Florida, Inc.

Gary W. Cain President, Boys & Girls Clubs of Central Florida, Inc.

12

The following companies and their representatives participated in the training of Loaned Executives: Gaylord Palms – Vicki Lavendohl Community Foundation of Central Florida – Mark Brewer Ritz-Carlton – John Cashion

Loaned Executives & Sponsors

Karen Hutchings, a Loaned Executive sponsored by Darden Restaurants “This valuable experience showed me first-hand the needs of our community. It also gave me the necessary knowledge to educate our fellow neighbors on how to get involved to make an impact in building a stronger community.”

Sara Oliver

Barton Cooper Martha Simms Karen Hutchings Jena Delk Sunny Heo Larry Dilworth Teresa Fagan Connie Stafford Victoria Mulroe

Boys & Girls Clubs of Central Florida, Inc. Community Health Charities Challenger Gray & Christmas Darden Restaurants, Inc. Deloitte & Touche LLP Deloitte & Touche LLP FedEx Heart of Florida United Way Heart of Florida United Way Orlando Magic

Diane Southard Christine Thomas Karene Morris Lilly Whitmer Brooke LaJoie Florie Marinaccio Michelle Gonzalez Ramon Perez Sharon Peterson Andrew H. Poverchuck Nancy P. Smith

OUC ─The Reliable One Publix Super Markets, Inc. Right Management SeaWorld, Inc. Smart City Telecom Smart City Telecom Tupperware Brands Corporation United Way 2-1-1 UPS Walt Disney Company Walt Disney Company

13

Total Resources Under Management

Heart of Florida United Way wasWay responsible Heart of Florida United Resources for raising, managing and distributing nearly $24 million dollars throughout Central Florida in FY 2006-07. $623,575 $1,081,228 $2,162,363 9%

3%

5%

The term Resources Under Management includes all funds Heart of Florida United Way raises, manages and distributes. It includes $2,557,487 funds raised through workplace-giving campaigns, special events 11%donor-related activities. It also includes monies managed and other and distributed through emergency food and shelter programs, utility assistance programs, the Gifts in Kind Center, and through the Ryan White Part B program, which supports those affected by and infected with HIV/AIDS. Heart of Florida United Way is the largest supporter of health and human service agencies in the tri-county area.

Total 2006-2007 Resources $23,884,018

Heart of Florida United Way Resources

$623,575 3% $2,162,363 9%

$1,081,228 5%

Total 2006-2007 Resources $23,884,018

$2,557,487 11%

$17,459,365 72% 2006 Campaign

Grants

Investment Income, Other

In-Kind

Fund Distribution Process

2006 Campaign

Grants

Investment Income, Other

In-Kind

Emergency Assistance

The process of distributing funds for our annual campaign is one that sets United Way apart. With a long and respected history of extensive volunteer oversight and involvement, the United Way fund distribution process continues to serve as a symbol of quality for area agencies, much like a Good Housekeeping seal of approval.

interviews with agency staff and volunteers and site visits. Through this process, volunteers gained a better understanding of the financial needs, issues and challenges facing the nearly 100 Heart of Florida United Way agencies providing services. Panel members were then able to recommend how campaign funds could best meet the growing needs of our community.

As part of the annual campaign, donors can designate their gift to Community Care, a general fund that ensures community dollars are disseminated to member agencies in the tri-county area based on need. This ensures that all United Way supported programs receive funding and oversight by community volunteers.

In partnership with the City of Orlando and Orange County Citizen’s Review Panel: • More than 100 volunteers participated in the process • Approximately 5,000 volunteer hours were donated • 134 site visits and review sessions were conducted • Nearly 200 programs in Central Florida were reviewed

Just as a cabinet of volunteers manages the operation of the United Way Annual Campaign, a group of volunteers, known as a Fund Distribution Panel, determines how dollars raised will be allocated locally. Under the leadership of Donna Templin, Manager of Operations Projects for Walt Disney World, more than 100 volunteers serving on 11 review panels ultimately made the recommendations to the Board of Directors on how to divide the monies raised.

Each six to eight member panel based its decision on review of funding proposals, comprehensive

14

$17,459,365 72%

Emergency Assistance

By percentage, allocations across the focused care areas, made by the Fund Distribution Panel is as follows: Children & Youth: 30% Seniors and Persons with Disabilities: 16% Health: 10.8%

Families: 16.5% Emergency Assistance: 26.7%

Fu nd Dis t ribu t i o n P a n e l s

HELPING OUR CHILDREN – 1

Karen Dual, Moore Stephens Lovelace, PA, Chair Ralph Perrino, Ralph Perrino CPA, Vice Chair Anne Sofarelli, J. Raymond Construction Corp.

James Haas, Retired Healthcare Inspector Jennifer Ulmer, UCF Student Vanessa Butler, Orange County EMS Office Michael DeMeo, Walt Disney World Co. Jane Marie Hazelrigg, Hyatt Hotels & Resorts

GUIDING OUR YOUTH – 2A Donna Templin Walt Disney Company Committee Chair

Rusty Turner, Retired Executive, Chair James “Chris” Norris, Liberty Mutual Insurance Co., Vice Chair Donald Rogers, Rollins College Hisae Gozu, UCF Student Angie Sola, Walt Disney World Joyce Odongo, Fifth Third Bank Orlando

GUIDING OUR YOUTH – 2B

Richard Manno, Morgan & Hires LLC, Chair Gina McNellis, Osceola Regional Medical Center Angie Sola, Walt Disney World Ella Butler, Former Youth Counselor/ Program Coordinator Craig Hamilton, Lockheed Martin Denise Harris Seeber, Retired AOE Sociology Melissa A. Flinn, Walt Disney World Company

STRENGTHENING OUR FAMILIES – 3A

Debbie Clements Progress Energy Committee Vice Chair

Margaret Miller, UCF Retired Educator, Chair Amy Pennock, Osceola County Health Department, Vice Chair Jesse D. Davis, Beacon Benefit Consulting Mark Fisher, Lockheed Martin Judithanne Gardine, Retired Medical Office Administrator Laisin Lee, Self Employed – Contract Healthcare Recruiter Keith Svendby, Raymond James Angie Thillet, Self Employed Consultant

STRENGTHENING OUR FAMILIES – 3B

PROVIDING EMERGENCY ASSISTANCE – 6B

SUPPORTING OUR SENIORS – 4

IMPROVING OUR COMMUNITY’S HEALTH – 7A

Bob Raudebaugh, Wachovia Bank, Chair Kran Riley, Wayne Densch Charities, Vice Chair Kim Dapkus, Lockheed Martin STS Cindy Sweeden, Walt Disney Company Natalie Mann, Fifth Third Bank Sylvia McElroy, Retired Sarra Idehen, Exec-Assist Group, LLC Sherry A. Yelland, Mikey Yelland-Chadwell Foundation

Melissa Currie, Deloitte Consulting, Chair Cindy Mras, Walt Disney Company, Vice Chair Benjamin Mabray, Retired Buyer Charlene Cassara, Retired Nurse Cleo Coles Jr., Retired Surgeon Shirley Fields, Azteca America

TURNING DISABILITIES INTO ABILITIES – 5

Patty DeYoung, Darden Restaurants Foundation, Chair Hellen Dennis, Retired Executive, Vice Chair Annie E. Bell, Retired Business Professional Susan Priest, Advocate Carol Johnson, Orange County Government Phil Nahajewski, Brighthouse Networks Linda L. Bailey, Florida Department of Health Jennifer Kaiser, University of Central Florida

PROVIDING EMERGENCY ASSISTANCE – 6A

Linda Sutherland, Orange County Healthy Start Coalition, Chair John Fields, Retired District Manager, Vice Chair Laura Vedrin, Public Risk University Mark Pulley, Walt Disney World Co. William Boyd, Lockheed Martin Ralph Mitchell, Retired Relations Manager Dr. Cyprian Gardine, Retired M.D.

Gerald Sutton, Gerald S. Sutton, CPA, Chair Jose Perez, IBM, Vice Chair Catherine Atwood, Transition Options Elaine I. Feld, Orlando Regional Healthcare Andrea West, Pediatric Services of America Evelyn Mills, Lockheed Martin Fannie Spivey, Former Executive

IMPROVING OUR COMMUNITY’S HEALTH – 7B

Stephen Baum, Wachovia Bank, Chair Peter Aguirre, Osceola Regional Medical Center, Vice Chair Dr. John Cummings, Orange County Health & Family Service Department Margaret Sauer, Retired Social Worker Robert Benjamin, Retired Law Enforcement Officer Dr. Mary Bear, Barry University Victoria DeGel, Restore Health Group

Fran Carlin-Rogers, Carlin Rogers Consulting LLC, Chair Samuel Anderson, 4-Streams Mortgages, Vice Chair Aliya Chantara, UCF Student Maxine Austin, Sprint (Retired) Todd Smith, Wachovia Bank Linda Wiltsey, Walt Disney World Co.

15

Areas of Care & Lives Touched From children to seniors to those recovering from disasters, disease or trauma, United Way supported agencies helped make measurable differences in the lives of more than 361,000 people.

Agency programs receiving HFUW funding are catagorized by areas of care, reflecting the populations they serve and issues they impact. The following are just a few of the highlights from a sampling of programs and Focused Care Areas.

Total clients served during this reporting period numbered 361,313. These figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. Therefore, some percentages will not equal 100 percent for total clients served.

DEMOGRAPHIC HIGHLIGHTS • • •

Nearly 40 percent of clients served are between ages 1 and 19.

Nearly 33 percent of total clients served by HFUW-funded programs are between the ages of 20 and 54.

Among agencies reporting, 30 percent of clients served are single, female heads of households.

Focused Care Areas: Number of People Served & Program Examples HELPING OUR CHILDREN: 27,531 SERVED

Programs nurturing childhood development: childcare/preschool, crisis daycare services, childabuse prevention programs.

•

Nearly 2,000 children were served by “A Place For Children,” an Orange County Courthouse daycare program operated by Children’s Home Society of Florida to assist parents attending to legal matters.

• Some 200 children from Grand Avenue Elementary School were matched with mentors through Devereux Florida’s C.A.F.E. program, part of the West Orlando Washington Shores Initiative.

• Kids In Motion, a Justice & Peace Office program, provided after-school nutrition and basicskill services for 75 low- income minority children who would otherwise be returning to empty households.

GUIDING OUR YOUTH: 42,781 SERVED

Programs encouraging young people to become responsible, productive adults: after-school activities, educational services, mentoring and character-building programs.

• • •

16

The Boys & Girls Clubs of Central Florida provided powerful, positive youth development programming, adult guidance and mentoring to 10,914 disadvantaged children.

5,251 low-income families benefitted from parenting classes, eye exams, schoolassistance programs, anger-management counseling and other support services provided by the Community Service Center of Central Florida.

482 children participated in summer camps, after-school and teen programs hosted by the Jewish Community Center of Greater Orlando.

STRENGTHENING OUR FAMILIES: 50,756 SERVED

Programs helping people improve their lives: family counseling, parenting seminars, financial and legal services, crisis counseling, programs for emotionally troubled youth, information and referral services, literacy programs.

• BETA Center assisted 4,026 expectant teen mothers with counseling, information, referrals and basic-need provisions.

• 6,810 people received free or reduced-cost legal assistance through legal aid services. The program helped 76 percent more families compared to the previous reporting period.

• Consumer Credit Counseling Service of Central Florida helped 2,061 at-risk clients manage finances and plan for home ownership.

SUPPORTING OUR SENIORS: 17,292 SERVED

Programs enriching the lives of seniors in our community: adult day care, home-delivered and group meals, assisted living and home healthcare services, Alzheimer’s services, transportation and home repair assistance, information and referrals, volunteer opportunities.

• 2,785 tri-county senior citizens remained vital and active thanks to Retired & Senior Volunteer Programs.

• 7,407 seniors benefited from home-delivered and/or group-meal assistance. This program helped 87 percent more seniors compared to the previous reporting period.

• SENIORS FIRST and Osceola Council on Aging helped 757 seniors feel safer and more secure through home improvement and safety programs.

Success Story TURNING DISABILITY INTO ABILITY: 5,483 SERVED

Programs helping disabled individuals enhance independence and self-worth: developmental training, education and enrichment programs, vocational training, employment counseling, group homes, residential services.

• The Center for Independent Living helped 3,144 disabled residents become more selfsufficient in their daily tasks - 75 percent more people compared to the previous reporting period.

• Lighthouse Central Florida brightened the lives of 413 visually impaired individuals.

• 1,349 people living with disabilities received vocational training through QUEST, Seminole Work Opportunity Program, Primrose Center and Osceola Association for Retarded Citizens.

PROVIDING EMERGENCY SERVICES: 96,106 SERVED

Programs aiding people in crisis: disaster relief, temporary housing, rent and utility assistance, food and clothing, domestic violence shelters.

• Catholic Charities provided professional casework assistance to 6,655 families experiencing difficulty paying rent, mortgage, utility, transportation, food and medication expenses.

• More than 2,000 individuals accessed shelter assistance through Coalition for the Homeless of Central Florida.

• Through the American Red Cross Armed Forces Emergency Services program, 2,004 servicemen and women and their families received financial aid and other assistance.

IMPROVING OUR COMMUNITY’S HEALTH: 24,749 SERVED

More Than Surviving…Thriving after Abuse Like any young woman about to be married, Katie had hopes of a fairytale life with children and a wonderful husband. Unfortunately, after the wedding Katie’s husband became increasingly controlling and violent. Believing he would change, she stayed with him and endured years of emotional and verbal abuse. Each time she summoned the strength to leave, he inevitably convinced her come back to keep the family together.

Her husband’s abuse grew increasingly physical and frequent, particularly in front of their children. In a final incident, he grabbed a knife and threatened to kill her and himself. Though she phoned 911, he stabbed her seven times before the police arrived. While he was in jail, she moved out of the home and contacted Harbor House for assistance and began attending group support sessions.

Today Katie is thriving. She’s living with her parents while completing a nursing degree and is excited about the prospect of a new career and fresh start. Despite repeated attempts by her husband to re-establish their relationship, Katie has the resources and support to remain independent and raise her children in a safe home. Because of United Way-supported agencies like Harbor House, Katie is standing strong.

Programs promoting physical and mental well-being: affordable healthcare, substance abuse treatment and prevention, information and referrals, mental health counseling and support, HIV/AIDS education and prevention.

• UCP of Central Florida provided training, support and advocacy services to 1,891 disabled children and their families.

• 1,504 individuals received dental exams and/or urgent treatment through the Health Care Center for the Homeless.

• 2,592 children received transitional treatment while awaiting outpatient mental health services through Lakeside Behavioral Healthcare’s Children’s Assessment and Intervention program.

To protect the client’s identity, neither her name nor photo have been used.

17

Statement of Financial Position Finance Committee Members 2006-07

The following is an overview of Heart of Florida United Way’s financial performance comparing the fiscal years of 2006-07 and 2005-06, ending June 30th: Assets

Michael L. Harding 2006-07 Chair Finance Committee

Jim Curley McLane/Suneast Inc. Stephen Graham Orlando Regional Healthcare System Peter L. Lopez, Esq. Lowndes, Drosdick, Doster, Kantor & Reed PA Robert H. Maiocco Merrill Lynch John Schenkel TissueNet–Custom Applications LLC Donna Templin Walt Disney Company Richard A. Watkins SunTrust Banks, Inc.

18

Cash and cash equivalents Investments

Certificates of deposit

Campaign pledges receivable, less allowance for uncollectible pledges of $1,356,121 and $1,354,348 Grants receivable Other receivables Prepaid expenses Gift-in-kind inventory Property and equipment, net

Total assets

2006-07

2005-06

$7,602,807 $5,836,065 $1,749,403 $6,880,447 $ 661,949 $ 54,010 $ 70,491 $ 153,548 $4,276,708

$27,285,428

$6,289,295 $5,184,517 $1,694,429

$6,487,334 $ 350,467 $ 64,410 $ 19,111 $ 265,744 $4,374,172

$24,729,479

Liabilities and Net Assets

Liabilities: Accounts payable Accrued expenses

Campaign pledges due to designated agencies

Campaign pledges due to other United Way organizations Grant advances

Other liabilities

$ 466,807 $ 145,797 $2,900,188 $ 254,608 $ 271,247 $ 123,923

Net assets: Unrestricted Temporarily restricted

Permanently restricted

$ 9,939,612 $12,383,246 $ 800,000

Total liabilities

Total net assets

Total liabilities and net assets

$ 485,773 $ 168,122 $3,448,091 $ 326,929 $ 482,779 $ 126,899

$4,162,570

$23,122,858

$27,285,428

$5,038,593

$ 7,099,305 $11,791,581 $ 800,000

$19,690,886 $24,729,479

Heart of F l o r i d a U n i t e d Wa y 2 0 0 6 - 2 0 0 7 Ag e n cy L ist Partner Agencies Adult Literacy League Alzheimer Resource Center, Inc. American Red Cross of Central Florida BETA Center, Inc. Big Brothers Big Sisters of Central Florida Inc. Boys & Girls Clubs of Central Florida, Inc. Catholic Charities of Central Florida, Inc. The Center for Drug-Free Living, Inc. Center for Independent Living in Central Florida, Inc. Central Florida Police Athletic League, Inc. Central Florida YMCA Children’s Home Society of Florida, Central Florida Division Christian Service Center for Central Florida, Inc. Coalition for the Homeless of Central Florida, Inc. Community Coordinated Care for Children, Inc. (4C) Community Health Centers, Inc. Community Service Center of Central Florida Consumer Credit Counseling Service of Central Florida and Florida Gulf Coast, Inc. Devereux Florida Edgewood Children’s Ranch, Inc. Foster Grandparent Program of Central Florida Girl Scouts of Citrus Council, Inc. The Grove Counseling Center, Inc. GROWS Literacy Council, Inc. Guardian Care Nursing & Rehabilitation Center Harbor House Orange County Center Against Domestic Violence Health Care Center for the Homeless, Inc. Help NOW of Osceola, Inc. Jewish Community Center of Greater Orlando Inc. Jewish Family Services of Greater Orlando, Inc. Lakeside Behavioral Healthcare, Inc.

Legal Aid Society of the Orange County Bar Association, Inc. LifeLine of Central Florida, Inc. Lighthouse Central Florida (formerly C.I.T.E.) Living Hope International Ministry, Inc. MADD Central Florida Chapter Meals on Wheels, Etc. Inc. (Seminole County) Mental Health Association of Central Florida Metropolitan Orlando Urban League, Inc. The Mustard Seed of Central Florida, Inc. Orlando Day Nursery Osceola Association for Retarded Citizens (ARC), Inc. Osceola Council on Aging, Inc. Primrose Center, Inc. Quest, Inc. Rescue Outreach Mission of Sanford, Inc. RSVP - Retired & Senior Volunteer Program of Orange County Safehouse of Seminole (Seminole County Victims’ Rights Coalitions) The Salvation Army of Orange County The Salvation Army of Seminole County Second Harvest Food Bank of Central Florida, Inc. Seminole Community Volunteer Program, Inc. Seminole County Bar Association Legal Aid Society, Inc. Seminole Work Opportunity Program (S.W.O.P.) SENIORS FIRST, Inc. Share the Care Shepherd’s Promise S.T.E.P.S. (Specialized Treatment, Education and Prevention Services) UCP of Central Florida United Way 2-1-1 Visiting Nurse Association/Community Care for the Elderly Welbourne Avenue Nursery & Kindergarten, Inc. Winter Park Day Nursery, Inc.

Heart of Florida United Way Contract Agency Central Florida Council Boy Scouts of America

Community Health Charities of Florida Contract Agencies Alzheimer’s Association, North & Central Florida Chapter American Cancer Society American Diabetes Association American Lung Association of Florida – Central Area Amyotrophic Lateral Sclerosis (ALS) Association Arthritis Foundation, Florida Chapter, Inc. Best Buddies Florida Easter Seals Florida, Inc. Hemophilia Foundation of Greater Florida Juvenile Diabetes Research Foundation International Leukemia & Lymphoma Society, Central Florida Chapter Lupus Foundation of America, Inc. Greater Florida Chapter Muscular Dystrophy Association National Kidney Foundation of Florida National Multiple Sclerosis Society – Mid-Florida Chapter National Parkinson Foundation, Inc.

19

The Year In Review

20

Campaign Kicks Off

Volunteer Recognition

Member agencies, community partners and volunteers gathered in September at The Ballroom at Church Street Station to officially kick-off the 2006-07 campaign. Campaign Chair Gary Woodrell, vice president of refractive manufacturing for Alcon, rallied attendees and built momentum for a second year of “up” campaigns. Joining the crowd via a taped message, was University of Central Florida Head Football Coach George O’Leary, who served as Honorary Campaign Chairman.

More than 100 volunteers serving on the Fund Distribution Panel were recognized for their time and dedication to ensuring that campaign contributions are used wisely and effectively. The committee was led by Chair Donna Templin, Walt Disney Company operations project manager, and Vice Chair Debbie Clements, Progress Energy community relations manager. Volunteers donated 6,600 hours over the course of 12 weeks, reviewing funding requests and visiting agencies to determine the best use of the community’s donations.

Days Of Caring

Chef’s Gala

As the largest single volunteer event in Orange, Osceola and Seminole counties, Days of Caring, held in September, showcased the volunteer spirit of Central Florida’s business community. Projects ranged from repairing buildings or grounds that were in desperate condition to repairing the hearts of children and seniors needing extra love and attention. More than 1,200 individuals from area businesses volunteered, but once again, Lockheed Martin led the effort with more than 700 employees participating.

More than 20 top chefs from Central Florida’s finest dining establishments joined together for the 15th Annual Chef’s Gala on Friday, March 2 at Epcot® World Showplace. As Central Florida’s premiere food and wine pairing event, Chef’s Gala features a delectable menu paired with best-inclass wines, live jazz and a dazzling silent auction.

More than 1,000 guests enjoyed the evening, which generated revenues of more than $165,000 for Heart of Florida United Way. WALT DISNEY WORLD® has served as host and sponsor of the event since its inception.

SeaWorld Leadership Event

Campaign Victory

In December, for the ninth year in a row, SeaWorld Orlando partnered with Heart of Florida United Way to recognize and thank more than 1,400 Leadership Club members. Participants enjoyed a breakfast in their honor at SeaWorld Orlando’s Ports of Call and a fun-filled day in the park with their families. Leadership Club members are those who donate $1,000 to more than $1 million to Heart of Florida United Way.

During the annual Victory Celebration held in the spring, it was announced that $17.35 million was raised during the 2006-07 annual campaign. More than 450 Central Florida businesses ran workplace campaigns, organized fundraising events and hosted golf tournaments to help Heart of Florida United Way attain this outstanding result. In addition, United Way recognized 20 businesses for their campaign successes. The 2006-07 fundraising campaign exceeded the previous year’s result by more than $600,000, making it a resoundingly successful effort.

Success Story Paul Robbin: He Proved the Doctors Wrong Paul Robbin marches to the beat of a different drum, one that’s transformed the lives of his family, surprised doctors and inspired hope in others like him.

Paul, age 5, was born with spina bifida, hydrocephalus and severe leg and foot deformities that some doctors said would permanently confine him to a wheelchair. Refusing to accept this prognosis, his parents, Susan and Josh, sought medical specialists and therapists who envisioned a better future for their son.

In his first year, Paul endured several surgeries and intense therapy, but was crawling, standing with support and displaying more independence by age 2 than even the most optimistic doctors thought possible.

Paul’s progress continued at UCP of Central Florida, where he received therapy and was able to interact with other children who were also learning to overcome disabilities, complete tasks, communicate and play with others.

“Paul began growing in leaps and bounds beyond what his doctors had originally said he would. At UCP they expected him to first try things himself. They pushed him to do things on his own and become independent. They gave him the self-confidence to try to do it,” said Susan.

After 17 surgeries and two-and-a-half years of therapy, Paul recently graduated from UCP’s early-education program and walked across the stage with a radiant smile to accept his diploma. Sitting in the first row, Susan had an even brighter smile as she witnessed her son achieve his greatest success: Paul can walk, even though he marches to a slightly different beat.

To protect the client’s identity, neither his name nor photo have been used.

21

Unit ed Wa y P r o g r a m s & Se r vice s United Way 2-1-1

Heart of Florida United Way 2-1-1 Call Center took 105,762 calls during 2006-07.

Much like 4-1-1 or 9-1-1, this easy-to-remember community resource and referral helpline links those in need with nearly 4,000 assistance programs administered by some 400 Central Florida health and social service agencies. Answering calls 24 hours per day, highly trained operators make free referrals to help callers find assistance with child and elder care, disabilities, affordable housing, food, rent, Medicare Part D and many other issues.

Program Highlights:

• • • • •

Provided information to nearly 1,000 residents regarding the Earned Income Tax Credit program, in partnership with the Orlando Regional Chamber of Commerce, Orange County and the City of Orlando.

Helped more than 15,000 Seminole County residents complete change-of-address and voter-registration forms during the general election.

Began a Foster Care Helpline to assist those entering and exiting the foster care network.

Increased cost efficiency by incorporating volunteer resources in the Call Center. More than 3,000 volunteer hours were donated through June 2007.

Partnered with the Health Council of Central Florida to provide affordable housing information to residents of Lake, Orange, Osceola and Seminole counties.

United Way Stewardship Program The Heart of Florida United Way Stewardship Program serves as a fund manager for more than $1.2 million in direct assistance for a network of emergency assistance agencies. These agencies provide the case work, verify and document needs, determine client eligibility and submit assistance requests for vendor payment processing. The needs addressed by this program are: (1) providing allocation and expenditure accountability to funders by ensuring that funding guidelines are followed and clients are served confidentially and expeditiously, and (2) preventing duplication of services by providing a centralized database that is accessible to participating agencies, enabling them to view previous assistance history of clients and track fund balances. Because the number one request for services through United Way 2-1-1 is rent/mortgage/utility assistance, it is essential to have a coordinating program to administer community funds.

PROGRAM HIGHLIGHTS

The Heart of Florida United Way Stewardship Program administered more than $1.2 million in emergency funds that served 6,790 individuals in 2,212 households. The program also:

22

• • •

Collaborated with the City of Winter Park to establish the Emergency Utility Assistance fund as a dedicated fund on behalf of its residents.

Worked with organizations, foundations, businesses, agencies and donors to increase the funding cap and lessen guidelines to meet rising housing costs and provide assistance to more families.

Partnered with regional faith-based organizations that provide emergency services to those in need within the community.

Unit ed Wa y P r o g r a m s & Se r vice s Heart of Florida United Way Volunteer Center Successfully connecting individuals, families, students and corporate volunteer groups with opportunities to serve in the community is the program goal. Heart of Florida United Way also assists more than 100 agencies recruit, train and manage volunteers to help extend resources.

Program Highlights:

• • •

• •

Organized Days of Caring, which resulted in 1,212 participants donating 6,095 volunteer hours. Eighteen companies, including Lockheed Martin, Walt Disney Company, FedEx, Publix Super Markets, Inc., Alcon and many others participated and 28 volunteer projects were completed.

Forty-nine volunteer program managers participated in the Heart of Florida United Way’s Volunteer Management Training Series. Forty participants earned Florida Volunteer Management Certification, which is issued in conjunction with Volunteer Florida, the Governor’s Commission on Community Service and the Florida Association of Volunteer Centers.

Created a curriculum and launched the Grass Roots Leadership Training (GRLT) program for youth and adults in underserved communities. Developed in conjunction with the national Points of Light Foundation, the program encourages civic leadership and responsibility. As one aspect of the program, high school age children in a Southwest Orlando neighborhood outlined their concerns, ranging from gangs and youth violence to health issues and police harassment. Many of the children attended a Community Advisory Board meeting and had their comments entered into public record.

Referred 583 volunteers to 99 agencies.

Registered 358 new volunteers with the Volunteer Center.

Volunteer Center Mission:

To facilitate people’s active participation in community solutions.

If you are looking for volunteer opportunities for your company, please call the Volunteer Center at 407-849-2373.

If you are an individual looking for an opportunity for yourself or your family, please log on to our website at www.hfuw.org and click on “Volunteer Opportunities Within Central Florida” for a great search tool loaded with opportunities with many different agencies. Thanks for making a difference.

23

Un ite d Wa y Pr o grams & Servi ces Helping Treat & Prevent HIV/AIDS – Ryan White Part B/General Revenue Program Heart of Florida United Way’s Ryan White Part B program provides HIV patient care and support services in Brevard, Orange, Osceola and Seminole counties. As a lead agency since 2000, HFUW annually receives nearly $2 million dollars to provide much needed services and referrals via a network of eight AIDS service organizations and more than 200 service providers. The funding helps provide care and enhance quality of life for underserved populations affected by the disease.

Allocation of Ryan White Part B dollars also helps those who may be uninsured or unable to pay for expensive HIV/AIDS treatments. Services provided by both the Ryan White Part B and General Revenue dollars include medical care, case management, pharmaceutical assistance, transportation, mental health services, home healthcare, food baskets, substance abuse services, nutritional counseling and dental care.

Program Highlights:

24

• •

• •

Delivery of services continuum provided to more than 3,500 persons infected with HIV/AIDS in Brevard, Orange, Osceola and Seminole counties.

Increased collaboration between local AIDS service organizations, the Florida Department of Health and all Ryan White funding streams to better plan and assist clients in need.

Increased nutritional support services, including distribution of food and hygiene products to clients in Orange, Osceola and Seminole counties.

Enhanced community outreach and improved HIV/AIDS awareness through local health fairs.

Unit ed Wa y P r o g r a m s & Se r vice s Gifts in Kind Center Helping Central Florida non-profits extend their resources and reduce overhead costs, Heart of Florida United Way’s Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local nonprofit health and human service agencies and school PTAs. The center provides an outlet for local donations and allows agencies access to much-needed goods at greatly reduced costs, thereby increasing their economic efficiency — a goal that Heart of Florida United Way continually strives to attain.

• • • •

• •

Provided cleaning and office supplies, household goods and personal care items valued at $660,656 to 40 agencies and their clients.

Distributed four Young Explorers computer systems, purchased through an IBM Technology grant and valued at $8,596, to GIKC youth-serving member agencies.

Distributed free tickets to Orlando Magic games, Disney Wide World of Sports events and the Bahia Shrine Circus.

Facilitated numerous “pass-through” donations, including 40,000 square feet of carpeting, office equipment and furniture, assorted home furnishings, roofing supplies and a mobile home. Pass-through donations are contributed by the community and are advertised via e-mail blasts so GIKC member agencies can use them for client Needs.

Collected Camex Trade Show merchandise valued at more than $100,000, which benefited persons served by 40 GIKC member agencies in Orange, Osceola and Seminole counties.

Partnered with Workforce Central Florida to provide computers and hardware valued at $81,430 to area non-profit agencies.

How You Can Help

You can help Central Florida nonprofits extend their resources and reduce overhead costs by donating merchandise and materials through United Way’s Gifts In Kind Center.

The Gifts In Kind Center connects donated goods and merchandise to local, nonprofit, health & human services agencies and school PTAs, thereby reducing costs and increasing economic efficiency – increasing resources that can go to helping clients.

If you’d like to make a large-scale in-kind donation of new items, please contact the Gifts in Kind Center at 407-835-0900 or e-mail GIKC@HFUW.org.

25

Succes Story Delivering Meals – and Love Two mornings a week, after attending early Mass, 92-year-old Marjorie Carter heads to her car and begins her job.

A woman on a mission, she carefully navigates city streets to pick up Meals on Wheels lunches, which she delivers along a 20-mile route to nearly a dozen homebound Orange County senior citizens.

Why does she volunteer? “I’ve always enjoyed it. It’s fun and gives me something to do,” said Marjorie, who served as a program volunteer in Connecticut for more than a decade before moving to Orlando seven years ago.

While younger volunteers are often on a tight schedule and quickly drop off meals to get to the next client, Marjorie takes time to talk with everyone. Frequently going beyond the call of duty, she takes clients to the doctor, brings them books, runs errands and follows up with phone calls to make sure everyone is well.

As a mother, grandmother, great-grandmother and now great-great-grandmother, Marjorie has volunteered at every stage of her life and cherishes her memories and experiences, particularly the 28 years she spent as a Girl Scout volunteer.

She believes her Meals on Wheels volunteerism offers good exercise, as well as opportunities for maintaining social connections and safe-driving skills. “I’m in good health and don’t wear glasses or a hearing aid,” she said, adding that the work helps keep her active and mobile.

Perhaps her greatest motivation is the belief that along with hot meals, she’s delivering something even more valuable – love and friendship that nourishes the soul and enhances quality of life for those who need it most.

To protect the client’s identity, neither her name nor photo have been used.

26

Heart of Florida United Way Senior Management Team We are proud to be part of this generous and caring community and of our 68-year history of donating hundreds of millions of dollars to local charities. We look forward to continuing our many community collaborations and to helping improve quality of life for Central Floridians. On behalf of our partner agencies, and the tens of thousands of individuals helped by your generosity, thank you for your continued support.

Robert H. (Bob) Brown – President/CEO Jill Grevi – Vice President, Finance Jill Hamilton – Vice President, Marketing and Communications Joan Nelson – Vice President, Community Impact Larry Olness – Vice President, Community Services Leigh Smith – Vice President, Resource Development Jahkiya Bell – Director, Community Impact Stephanie Bowser – Program Director, Ryan White Part B Lorri Highet – Director, Volunteer Center Richard LaPratt – Director, Way 2-1-1 Call Center Dennis Burns – Director, Resource Development Marta Vargas – Director, Leadership Giving Michele Plant – Director, Marketing & Communications Broc Rosser – Director, Office of the President Robert Seeds – Director, IT Susan Summers – Director, Donor Services & Pledge Processing Maurice VanVield – Director, Finance

With a planned gift to Heart of Florida United Way, you can combine your desire to give charitably with your overall financial, tax and estate planning goals. Your generosity will leave a lasting legacy that helps those in need for years to come.

For more information on Planned Giving, phone (407) 835-0900, ext. 238

A copy of the official registration (#ch214) and financial information may be obtained from the division of consumer services by calling toll-free (800-435-7352) within the state. Registration does not imply endorsement, approval, or recommendation by the state.

27

Heart of Florida United Way Dr. Nelson Ying Center 1940 Traylor Blvd.

Orlando, Fl. 32804 407.835.0900 www.hfuw.org

D o n a t e .

V o l u n t e e r .

C h a n g e

a

L i f e .