UNITE Newsletter | Fall 2016

UNITE NEWSLETTER | FALL 2016

Awards Dinner Recognizes Corporate and Community Donors 2015-2016 Campaign Total Reaches $73 Million

by David T. Seaton, chairman and CEO of Fluor Corporation. Funds raised support efforts to achieve United Way’s 10-year community goals: preparing at least 60 percent of all high school graduates for success, lifting 250,000 people out of poverty permanently, and improving health and quality of life across North Texas.

More than 750 companies and organizations participated in the United Way annual workplace campaign, and more than 318,000 donors from the workplace and community contributed.

Jennifer Sampson, David Seaton

United Way of Metropolitan Dallas donors and corporate and community partners were recognized and thanked for their roles in the 2015-16 campaign at the United Way Awards Presented by Fluor Corporation on June 2, at Gilley’s Dallas.

The organization also celebrated the announcement that it would exceed its ambitious goal of $73 million through the campaign, chaired

“It takes all of us working together to create the kind of impact United Way makes here. And this year, we’ve made a huge impact,” said Seaton, who announced that the campaign would reach its goal. “I’m particularly pleased with Fluor’s work with United Way to expand the use of STEM (science, technology, engineering and math) education tools that will serve 13,000 North Texas students this year and reach thousands more next year. Thank you to so many committed people who have made this campaign a success.”

Fluor Corporation received the prestigious Spirit

of Caring Award, presented to the company that demonstrates excellence in supporting the campaign and outstanding community involvement throughout the year. Fluor’s employee giving campaign raised more than $1.2 million.

Joel T. Allison, president and CEO, Baylor Scott & White Health, was presented the 2016 J. Erik Jonsson Award, United Way of Metropolitan Dallas’ highest volunteer honor, by Chuck Gummer. Presented by Roger Staubach, the Decades of Distinction Award was given to Ruth Sharp Altshuler for her longstanding commitment to North Texas.

“Donors and volunteers stepped up in tremendous ways to forever change lives in our community,” said Jennifer Sampson, president and CEO of United Way of Metropolitan Dallas.

“During this campaign, we engaged nearly 7,000 volunteers to contribute more than 40,000 hours through more than 200 Days of Impact.

Together we are creating generational change in North Texas.” (continued on page 7)

In Face of Tragedy, Community Unites Thanks to generous contributions from dozens of prominent corporations and thousands of individuals, United Way of Metropolitan Dallas has raised more than $1 million through its Unite Dallas Relief Fund, set up immediately following the tragic events of July 7. Funds will provide support, including mental health services, for those affected, and initiate efforts to heal divisions within the community.

“The response from both corporations and individuals has been Dallas at its best– swift and generous,” said Jennifer Sampson, president and CEO, United Way of Metropolitan Dallas. “We are committed to healing our community and laying the foundation for a successful, just and united future in North Texas. Together, with our service providers, civic leaders and community partners, we will Unite Dallas.”

A special Unite Dallas Task Force, led by UWMD Board Chair Anne Motsenbocker, JPMorgan Chase’s Managing Director and Head of South Middle Market, and Vice-Chair John Stephens, AT&T’s Senior Vice President and CFO, will guide where the resources raised are distributed. One hundred percent of the fund will be disbursed to non-profit organizations.

IN THIS

ISSUE

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Brierleys' $5 Million Unite Forever Campaign Donation Troy Aikman’s $1 Million Donation

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With the input and guidance of Dallas Mayor Mike Rawlings and Police Chief David Brown, United Way will identify the most urgent needs through a grants process. United Way has made an initial contribution from the fund to support the upcoming “Let’s Talk” Dallas Police and Youth Forum.

“We are exceedingly proud of our city and its leadership, as well as the corporate community’s commitment to help Dallas heal and move forward,” said Motsenbocker. “The Relief Fund will dedicate the necessary resources to longterm recovery through the trusted, communitybuilding work of United Way.” Corporate partners providing resources include: AAA, AT&T, Bank of America, BBVA Compass Bank, BB&T, Celanese Corporation, Central Market/H-E-B, Copart, Dallas Sings/Dallas Strong , Deloitte, Dex Media, East West Bank, EY, Fluor Corporation, Grant Thornton LLP, Haynes and Boone LLP, JCPenney, Jones Day, JPMorgan Chase, KPMG LLP, Lockheed Martin, Nationwide Foundation, Pioneer Natural Resources, PwC, Tenet Healthcare, Texas Instruments, US Bank and Wells Fargo.

Our Impact in the Community A ‘Life-Changing’ Experience OneUp The Vote

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Community Leaders

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“It should be a source of great pride that our community is coming together like never before to solve problems and heal wounds,” said Richard Holt, Dallas market president, Bank of America.

“Bank of America is proud to lead in our support for the Unite Dallas Relief Fund, and together with other business leaders, we’re helping United Way of Metropolitan Dallas deliver supportive services to the victims and families of this tragedy and uniting our community.”

Individual contributions have come in through United Way’s digital donation site and a national “text to give” campaign by AT&T.

Unite for Change presented by Texas Instruments

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United Way Awards (continued) J. Erik Jonsson and Decades of Distinction Awards Save the Date

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Community Investment and Impact Grow

Message from the CEO Among the many stories in this issue of Unite, we are pleased to highlight some of the committed donors and volunteers who make our work possible and provide concrete evidence of United Way of Metropolitan Dallas’ impact upon our community.

The United Way Awards Presented by Fluor Corporation, was an opportunity to honor some of those who played instrumental roles helping United Way reach a record-setting financial goal for the 2015-16 fiscal year. I want to extend heartfelt congratulations to all of the awardees and to say thank you to everyone able to join us for that special evening.

Unite Forever Campaign The Unite Forever Campaign is a $100 million effort launched in 2015 to transform the lives and preserve the futures of North Texans. Generous donors have already committed more than $39 million toward the campaign’s goal.

Brierleys Donate $5 Million Dallas philanthropic leaders Diane and Hal Brierley have committed $5 million to the Unite Forever Campaign, the couple’s largest-ever donation to a social service organization. The campaign launched in 2015 to raise $100 million.

“The Brierleys have been a driving force behind many transformative endeavors in the city of Dallas,” said Jennifer Sampson, president and CEO of United Way of Diane Brierley, Randy Tomlin, Hal Brierley Metropolitan Dallas. “Their longtime involvement and service at United Way have provided strategic direction, sage wisdom and vast resources.”

Generous donors to the Unite Forever Campaign continue to add to the United Way’s financial strength, helping us ensure that we can respond nimbly to community challenges both today and in the future.

Bold visionaries, the Brierleys have been Ruth Sharp Altshuler Tocqueville Society members for more than two decades. The Brierleys’ commitment includes a $2 million gift to endow their annual $100,000 Tocqueville Society gift in perpetuity. Their additional $3 million gift is a bequest earmarked in part to support United Way’s social innovation fund. The Brierleys hope their gifts will serve as a catalyst to encourage others to perpetuate their annual support of United Way.

The new United Way scorecards provide a quick way to measure progress on achieving our 10-year community goals. To date, United Way’s investments in education, access to jobs and quality health care have helped more than 600,000 North Texans.

“United Way of Metropolitan Dallas has developed strategies and technologies that will be models for United Ways around the country as they seek to identify solutions, engage volunteers and shape the future,” said Hal Brierley. “Diane and I are proud to be part of the Unite Forever Campaign, and to take this step to perpetuate our support of United Way and its mission to fortify the fabric of this great city for all who live and work here.”

On a far more somber note, United Way established the Unite Dallas Relief Fund in response to the tragic events of July 7 in Dallas, dedicated to providing aid as well as to funding steps to help our community come together. Thanks to everyone who has made a contribution, especially our corporate and community partners who requested that United Way spearhead the initiative and have provided significant support.

Hal Brierley has served on the Board of Directors of United Way Foundation of Metropolitan Dallas since 2009. He also serves as vice chair of the Unite Forever Campaign Committee, leading the Endow Tocqueville strategy. The Brierleys served as dinner co-chairs for United Way’s 90th Anniversary Celebration in February 2015.

Troy Aikman’s $1 Million Gift Creates First Donor-Advised Fund

The commitment of United Way donors and volunteers throughout the year has been truly inspiring and is proof of what can be accomplished when we unite as a community. Never, it seems, has that lesson been more important. With your support, United Way remains committed to helping develop lasting solutions to the challenging social challenges our nation faces today.

Yours gratefully,

Jennifer Sampson President and CEO United Way of Metropolitan Dallas United Way of Metropolitan Dallas Senior Leadership Team Jennifer Sampson President and Chief Executive Officer Susan Hoff Chief Strategy, Impact and Operations Officer Wanda Mizutowicz Chief Financial Officer Kit Sawers Chief Development Officer

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Curt FitzGerald, Troy Aikman, Jennifer Sampson, Jason Downing

Dallas Cowboys legend and community champion Troy Aikman has committed gifts totaling $1 million to the Unite Forever Campaign. The Troy Aikman Foundation made the contribution to establish United Way’s first-ever donoradvised fund, The Troy Aikman Foundation Fund, in the United Way Foundation of Metropolitan Dallas (UWFMD).

“I’ve been a believer in United Way since my playing days with the Dallas Cowboys, and over the years I’ve seen first-hand how United Way of Metropolitan Dallas works to change ‘the system’ for a stronger community,” said Aikman. “I’m proud of this partnership, and hope my commitment will inspire others to invest in brighter futures for the next generation.”

Donor-advised funds are new to United Way, adapting to the rapidly changing needs of donors. Donors remain personally involved in grant making, while leveraging the expertise and due diligence of United Way to invest in community-building solutions.

Aikman joined the UWFMD Board of Directors in 2016, after serving on the United Way Board from 2012-2015. He has served as co-chair of the $25,000 level of the Ruth Sharp Altshuler Tocqueville Society with Roger Staubach and as co-chair of the United Way’s 90th Anniversary Celebration alongside Charlotte Jones Anderson.

In 2011, he and co-chair Dr. Kenneth Cooper launched the Healthy Zone Schools Recognition Program®, a partnership between United Way and The Cooper Institute to fight childhood obesity at the school level. Today the program serves more than 76,000 children across North Texas.

Our Impact in the Community United Way of Metropolitan Dallas released its annual scorecards, which report on progress toward reaching the organization's 10-year community goals in the areas of education, income and health, identified as the building blocks of a great community by a blue ribbon commission of business and non-profit leaders.

The new scorecards measure cumulative progress made since 2011 and include data through the 2014-15 fiscal year, the most recent year for which information is available. Data included in the scorecards is compiled by The Institute for Policy Research at The University of Texas at Dallas.

Since 2011, United Way has invested over $90 million in the most effective education, income and health programs in our community by: • helping more than 1.2 million students and parents/caregivers more effectively navigate the path from cradle to college and career success • putting more than 192,000 people on the path to financial stability • expanding access to health care to 1.1 million people

EDUCATION

INCOME

HEALTH

Laying the GROUNDWORK for SUCCESS

Providing PATHWAYS out of POVERTY

Paving the ROAD to better HEALTH

To view the new scorecards, please visit UnitedWayDallas.org/Scorecards.

A ‘Life-Changing’ Experience

Terri Grosh

“I’ve been a loyal United Way donor for 33 years, and for as long as I can remember I designated which service providers would receive my United Way gift,” said Terri Grosh, worldwide employee engagement manager for Texas Instruments (TI).

“But the experience of serving on a grant panel changed my perspective completely. This year I earmarked my entire contribution to go directly to United Way.”

United Way of Metropolitan Dallas recently announced who would receive grants from the organization’s discretionary fund for the coming three-year period. As part of United Way’s grant process, volunteers are divided into 14 separate panels focusing on United Way’s impact areas of education, income and health. Each panel has responsibility for judging funding requests in that area.

Grosh is a longtime leader of TI’s United Way annual workplace campaigns, motivated in part by having spent time as a foster child. She first learned about United Way from an uncle who wore a pocket protector displaying a pin with the organization’s insignia. “United Way helps people in need,” he had explained.

Despite her long-held belief in the importance of giving back through the organization, this year represented the first time she took part in the process of evaluating United Way grant requests.

“I had no idea the level of assistance that United Way provided to help applicants navigate the process, even giving advice on writing grants,” she said. “I realized they didn’t want a good organization to be overlooked just because it couldn’t afford an expert grant writer. The time and effort that United Way grant staff put in to ensure the process is fair is really impressive!”

The panel ultimately decided each of the applicants was worthy of funding.

But there was a hitch. Because direct donations to United Way dropped 10 percent this year, the funding available for the community grant process was reduced.

The drop in funding for competitive grants selected by United Way grant panels—in addition to the high quality of the panels’ evaluation—was behind Grosh’s decision to direct her entire contribution directly to United Way of Metropolitan Dallas.

“These service providers are changing the lives of people who need our help the most, and that means a 10 percent funding drop can have a significant impact on local communities,” she said. “I keep thinking about how many more lives could be changed if we could provide more funding. I now know that giving directly to United Way of Metropolitan Dallas is the best investment I can make.”

Launching Oct. 4: You Vote, They Win.

“I always just thought I didn’t have the time to participate in a grant panel,” she explained. Ultimately, her decision to volunteer this year stemmed from a desire to describe the experience to other TI-ers.

United Way of Metropolitan Dallas will give away $100,000.

You decide who gets it by voting.

“Serving on the grant panel was life-changing—one of the most moving and enriching experiences I’ve ever had,” Grosh said.

With the financial support of GIVE A CHECK WITHOUT GIVING A CHECK AT&T and Deloitte, United Way will launch a digital campaign this October unlike any done before—a social mediaMade possible by: based competition that will celebrate the hustle, grit, and determination behind innovative non-profit organizations. Over the course of the month long campaign, United Way will highlight the work of past and present Fellows of United Way of Metropolitan Dallas’ GroundFloor.

She re-read each submission multiple times over the course of five intense evenings. After careful evaluation, the 15-member committee voted to schedule a site visit with each of the applicant service providers. Grosh and fellow grant panel members dutifully took part in each visit, observing operations, meeting applicant agencies’ leaders and learning about some of the most critical needs in the community.

“Ultimately, I felt a very deep responsibility to make sure each of the organizations we were judging was fairly represented,” she said.

She was struck by how much each part of the review process added to her understanding of applicants’ approaches, successes and challenges as well as their focus on accountability. She also was impressed by the effort United Way Grant Directors had invested in helping service providers present their work in the best possible light.

YOU serve as contest judges, evaluating the merits and potential impact of these exciting social ventures and voting for the ones you believe have the greatest potential to improve lives.

Like United Way of Metropolitan Dallas on Facebook, Twitter, and Linkedin so you can be ready to OneUp the vote.

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Community Leaders Women of Tocqueville Bench & Bar

Attendees learned more about United Way of Metropolitan Dallas GroundFloor Fellow, Akola Project—a social enterprise empowering women in Uganda and Dallas to transform their own lives and the lives of their children.

Debra von Storch, Brittany Merrill

Vicky Blanton, Camisha Simmons, Charlene Koonce

Most Generous Next Generation

The Women of Tocqueville Professional Development event for the women of the Leadership Society included presentations from several esteemed community leaders, including Debra Von Storch, Neena Newberry and Nancy Klompus.

Liz Ryan

Dr. Seuss Day

Dr. Seuss Reading Day volunteers prove, “You’re never too old, too wacky, too wild, to pick up a book and read to a child!”

Kit Sawers, Lynette Seaton

Dee Brown, Cyndy Malone

Neena Newberry

Melissa Jacobowski, Adrienne Gehan

Women of Tocqueville Mentoring

Women of Tocqueville visited Irma Lerma Rangel Young Women’s Leadership School in Dallas to mentor and inspire the next generation of women leaders. Students learned valuable interview and networking skills—preparing them for future success in college and their careers.

Shay Phillips

Irma Rangel student

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Women of Tocqueville members and students at Irma Rangel

United Way Awards

At the June 2 United Way Awards Presented by Fluor Corporation, supporters were thanked and recognized for their dedication and incredible impact in the community. It is because of the support of our outstanding donors, advocates and volunteers that we are able to change lives forever in North Texas.

David Seaton, Hal Brierley

Dr. Kenneth and Millie Cooper

Norm and Robin Bagwell

Jason Downing, Debra Brennan Tagg, Cecily Gooch, Jennifer Sampson, Torrence Robinson, David Seaton, Manny Fernandez, John Stephens

Emerald City Band

Ruth Sharp Altshuler Tocqueville Society The Ruth Sharp Altshuler Tocqueville Society of United Way of Metropolitan Dallas is a prestigious group of more than 900 local philanthropic leaders who contribute $10,000 or more annually.

Tocqueville Gratitude | Gratitude is an annual event to thank our most generous donors. Beverage sponsor: Brown-Forman

Stan Blazejewski, Lisa Bottle, Torrence Robinson, Yvette Robinson

Mac and Gaynelle Henger, Debra von Storch

Linda Yohe, Byron Luke, Cyndy Malone

The Second Tuesday Luncheon Series is a seasonal series of events for Tocqueville Society members and their guests.

April Second Tuesday Luncheon | Featuring Dr. Joe May (Chancellor of the Dallas County Community College District)

Marcia Page, Pamela Osborne

Dr. Joe May, Anne Motsenbocker, Harold McDowell

Nancy Lewis, Lyda Hill

May Second Tuesday Luncheon | Featuring Michael Johnson (13-time Olympic and World Champion gold medal winner)

Jennifer Sampson, Michael Johnson, Scott Moore

Presented by PwC

Darryl Heath, Rick Bridwell

Kit Sawers, Cecily Gooch, Ginger Allen

UnitedWayDallas.org | 5

Unite For Change

| Seven community impact projects focused on education, income and health

Volunteers Inspire Students Toward Post-Graduation Success | January 2016 Nearly 500 Dallas ISD high school students attended the Unite for Change College and Career Readiness Fair, presented by Texas Instruments at The University of Texas at Dallas. The fair brought together almost 100 volunteers from Texas Instruments, Fluor Corporation, Ricker Retirement Specialists, Usher’s New Look Foundation and Chideo.

The fair kicked off with a pep rally to encourage and energize students, including a special interactive video message from Grammy-winning entertainer Usher, a Dallas native. Dr. Michael Hinojosa, Dallas ISD Superintendent, spoke to students, motivating them to pursue their dreams of college and success in the workplace. After the rally, students engaged with volunteers during breakout sessions and experienced a virtual tour of UT Dallas’ high-tech center for learning focused on science, technology, engineering, and math (STEM). Learning activities offered students study tips and test–taking skills, tips to effectively use social media to gain jobs and college acceptance, tools to navigate career choices and course selections, personal presentation and interview skills, and financial aid options.

“Education is critical to our community’s success, and we’re mentoring students to help build skills necessary for their success and a vital North Texas region,” said Peter Balyta, president of Texas Instruments Education Technology. “We’re proud to partner with United Way to inspire these students’ dreams of college, career and a better future. Together, we’re preparing the workforce of tomorrow.”

Volunteers Celebrate Dr. Seuss’ Birthday by Reading to Kids | March 2016 Dallas Mavericks legend Rolando Blackman teamed up with volunteers and educators to celebrate “National Read Across America Day” on the birthday of beloved children’s author Dr. Seuss. As a part of the Unite for Change community impact series presented by Texas Instruments, United Way of Metropolitan Dallas hosted the reading day for nearly 4,000 local students in classrooms and afterschool programs across North Texas. The effort united hundreds of community and corporate volunteers from Texas Instruments, Celanese Corporation and Central Market/H-E-B, along with children’s author Michelle Staubach Grimes. Wearing a red and white stovepipe hat, Blackman, the four-time NBA All-Star, joined Grimes to prepare a green eggs and ham breakfast for students at Uplift Heights Preparatory School in Dallas.

“We know reading is fundamental to becoming a life-long learner,” said Julie Van Haren, vice president, Communications and Business Digital Marketing, Texas Instruments. “Through reading, we’re able to connect with children and help them unlock their potential for success in school and in life. Time spent reading to young students is an investment in their futures and in our future workforce.”

“The importance of children’s early language and literacy development cannot be overstated,” said Susan Hoff, chief strategy, impact and operations officer, United Way of Metropolitan Dallas. “Reading aloud, talking and singing to children from day one are the most effective ways to develop their vocabulary, stimulate their imaginations, and expand their understanding of the world.”

Live! In the Park Features Health Fair and Concert | April 2016 In partnership with Texas Instruments, Cigna and Energy Future Holdings and its family of companies, including Luminant and TXU Energy, United Way hosted Live! In the Park, a free and healthy day in the park for the whole family. Activities for kids of every age were available at Klyde Warren Park. Hundreds enjoyed free fitness classes, health screenings, healthy eating contests, and live music celebrating efforts toward a healthier North Texas. Volunteers assembled care kits puchased by Alliance Data, distributed health-focused literature and led fun, physical activities.

The health fair featured Energy in Action yoga and boot camp classes, the Cigna Healthy Eating Challenge with bicycle-powered blenders, Gold’s Gym SH’BAM exercise classes and a Healthy Zone School student fitness competition.

“Good health influences everything from how well a child is able to learn in the classroom to how much an adult is able to earn in the workplace,” said Terri Grosh, worldwide employee engagement manager, Texas Instruments. “We are proud to partner in United Way’s work to provide access to healthy food and quality health care for all North Texans. Live! In the Park is designed to engage and encourage our entire community toward this critical cause.”

The day culminated with a concert designed to bring families together for an evening of fun and relaxation, headlined by North Texas native Craig Wayne Boyd, Season 7 winner of NBC’s The Voice.

For more information about the Unite for Change community impact series, contact volunteer@unitedwaydallas.org.

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United Way Awards (continued from page 1) More than 500 guests in “concert cool” attire dined on barbecue before the awards ceremony began. Following the presentations, popular Dallas band Emerald City, presented by entertainment sponsor Tech Mahindra, enticed attendees to the dance floor to continue the celebration.

As part of the evening, Seaton passed the torch to his successor Mark Rohr, chairman and CEO of Celanese Corporation, to serve as the 2016 United Way annual campaign chair.

Jason Downing, Susan Hoff, Michelle Thomas, Debra Brennan Tagg

“We are grateful for such strong corporate and community support and unparalleled campaign leadership,” said John Stephens, senior executive vice president and CFO of AT&T and 2014-2016 United Way of Metropolitan Dallas Board Chair, who was also honored for his work on behalf of United Way. “Together, we’re making trailblazing strides in donor, advocacy and volunteer engagement to build a stronger community.”

Million Dollar Companies:

Allison presented with United Way’s highest honor Joel T. Allison is the 2015 recipient of the J. Erik Jonsson Award, United Way of Metropolitan Dallas’ highest honor. A former chairman of the board of United Way, Allison has been a leader in both philanthropy and health care throughout his career and epitomizes the spirit of volunteerism that is the inspiring legacy of J. Erik Jonsson.

Allison has served as Campaign Chair, on the Campaign Cabinet, the Tocqueville Cabinet and on the Chairman’s Council. He and his wife, Diane, are longtime members of the Ruth Sharp Altshuler Tocqueville Society.

Allison’s career includes more than four decades in health care management. Since 2013 he has served as Chief Executive Officer of Baylor Scott & White Health.

Allison is a Fellow of the American College of Healthcare Executives.

The J. Erik Jonsson Award was created by the United Way of Metropolitan Dallas’ Board of Directors in 1978 in honor of one of the city’s greatest leaders, whose vision and leadership can be seen across Dallas.

United Way Award recipients include: J. Erik Jonsson Award Joel T. Allison, Baylor Scott & White Health

Health Award Troy Aikman and Dr. Kenneth Cooper, The Cooper Institute

Decades of Distinction Award Ruth Sharp Altshuler

Social Innovation Award SVP Dallas

Give Award Diane and Hal Brierley Advocate Award Jeff Hardgrave, Atmos Energy Corporation Volunteer Award Millie Bradley, Exxon Mobil Corporation (Retired) Education Award Regen Horchow Fearon, Early Matters Dallas Income Award Michelle Thomas, JPMorgan Chase

Robert Miller Media Award Alexa Conomos, WFAA Channel 8 Community Impact Award Texas Instruments I am United Award Susan Hutcheson

Emerging Leader Award Elizabeth Ryan, Lynn Pinker Cox & Hurst Public Service Award The Honorable Kenneth Sheets, Texas House of Representatives

Campaign Growth SECURUS Technologies Outstanding New Campaign Glazer’s

Social Media Award Michelle Staubach Grimes

Outstanding Leadership Campaign Texas Instruments

Spirit of Caring Award Fluor Corporation

Outstanding Tocqueville Campaign EY

SAVE THE DATE Ruth Sharp Altshuler Tocqueville Society Second Tuesday Luncheon Series Nationally recognized keynote speakers highlight current issues related to education, income and health.

October 5, 2016 | Hotel Crescent Court Featuring guest speakers Lyda Hill and Forrest Hoglund, moderated by Nicole Small 11:30 AM - 1 PM Dallas Stars vs. LA Kings Happy Hour, hosted by the Young Leaders Society October 20, 2016 | American Airlines Center

Tocqueville Society Gratitude Reception and Tour of the Dallas Cowboys World Headquarters, The Star October 26, 2016 | The Star, Frisco 5 – 8 PM Women of Tocqueville Fall Mentoring Opportunity November 1, 2016 | Irma Lerma Rangel 4 – 6 PM, Followed by Happy Hour 7th Annual Eggs & Issues Legislative Breakfast November 18, 2016 | Park City Club 7:30 - 9 AM

For more information about United Way events and volunteer opportunities, contact Susan Hutcheson, director of Events and Engagement, at shutcheson@unitedwaydallas.org.

Altshuler recognized for decades-long work with United Way Ruth Sharp Altshuler was honored with the 2015 Decades of Distinction Award for her longstanding commitment to changing lives in North Texas.

Altshuler first volunteered with United Way more than five decades ago. In 1986, she founded the United Way of Metropolitan Dallas chapter of the Tocqueville Society and handwrote more than 100 letters, which generated more than $1 million in donations.

The organization was later renamed the Ruth Sharp Altshuler Tocqueville Society. That same year she became the first woman to chair the annual campaign.

Altshuler was elected chairman of the Board of Directors in 1987 and is an honorary lifetime board member. She received the J. Erik Jonsson Award in 1989. Altshuler was honorary chair of the 90th Anniversary Celebration and today serves as a co-chair of the Unite Forever Campaign and as a member of Women of Tocqueville. During her lifetime she has given more than $1 million to United Way. The Decades of Distinction Award was created in 2014 during United Way of Metropolitan Dallas’ historic 90th Anniversary Celebration to recognize donors whose consistent support sets an inspiring example of dedication to the community.

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UNITE NEWSLETTER | FALL 2016

United Way of Metropolitan Dallas Board of Directors | 2016-2017

United Way of Metropolitan Dallas 1800 N. Lamar | Dallas, TX 75202 214.978.0000 | UnitedWayDallas.org | donorservices@unitedwaydallas.org

Anne Motsenbocker JPMorgan Chase Bank, N.A. Chair John Stephens AT&T Vice Chair Deb Gibbins Mary Kay, Inc. Treasurer

Nonprofit Organization U.S. Postage PAID Permit No 6433 Dallas, TX

Jason W. Downing Deloitte Foundation Chair Mark Rohr* Celanese Campaign Chair Jennifer Sampson United Way of Metropolitan Dallas Rick Bridwell Bank of America Regen Fearon* Community Volunteer Manny Fernandez KPMG, LLP Audit & Ethics Committee Chair Cecily Gooch Energy Future Holdings Lori Johnston Celanese Corporation

United Way of Metropolitan Dallas 1800 N. Lamar St. Dallas, TX 75202-1701

Charlene Lake* AT&T Pete Lerma Richards/Lerma Scott Moore* PwC Bill Morrison Tenet Healthcare Governance Chair Torrence Robinson Fluor Corporation Marvin Sweetin Atmos Energy Debra Brennan Tagg Brennan Financial Services Community Impact Committee Chair Debra von Storch EY Michelle Vopni* EY Kelvin Walker RLJ Equity Partners Terri West Texas Instruments Resource Development Committee Chair Chris Wyse Kimberly-Clark Corporation * New board member

Community Investment and Impact Grow

United Way Foundation of Metropolitan Dallas Board of Directors | 2016-2017

such as the tragic events in Dallas on July 7.

(See related story on page 1.)

Jason W. Downing Deloitte Chair

The organization’s growing focus on volunteer engagement is connecting motivated individuals with the opportunity to have a positive societal impact; in fiscal year 2016, United Way engagement programs mobilized 7,000 volunteers resulting in nearly $800,000 of services donated in North Texas. And United Way’s strategic partnerships are compounding impact in all of the organization’s focus areas.

Caroline Rose Hunt The Rosewood Corporation Honorary Vice Chair Dave C. Rader Retired Frito-Lay, Inc. Treasurer/Secretary Jennifer Sampson United Way of Metropolitan Dallas Troy Aikman* Aikman Enterprises Millie Bradley Retired Exxon Mobil Corporation Hal Brierley The Brierley Group J. Patrick Faubion Comerica Bank - Texas Market Curtis M. FitzGerald Retired Exxon Mobil Corporation Barry A. Fromberg Creekpoint Capital LLC Edward G. Galante Community Volunteer Carol Glendenning Strasburger & Price LLP H. Ralph Hawkins HKS, Inc. Sally Hoglund The Hoglund Foundation Peter Kline Kline Family Interests P. Mike McCullough Thompson & Knight LLP Clint McDonnough* Retired EY Erle Nye Retired TXU Michael Peterson Carrington, Coleman, Sloman & Blumenthal, L.L.P. UWFMD General Counsel Stanley A. Rabin Retired Commercial Metals Company Carolyn Perot Rathjen The Perot Foundation Philip J. Ritter Meadows Mental Health Policy Institute Debbie Taylor* Citi Mary Templeton* Community Volunteer Michael Wetherington* Barrow, Hanley, Mewhinney & Strauss EMERITI DIRECTORS: David W. Biegler Southcross Energy Partners, L.P. Becky Bright Civic Leader Liz Minyard Community Volunteer * New board member

United Way of Metropolitan Dallas increased its overall community investment in the fiscal year ending June 30 by $3.8 million over 2015 in part by new and diverse sources of funding.

“Increased investment translates to increased impact,” said Jennifer Sampson, president and CEO of United Way of Metropolitan Dallas.

“United Way is strengthening its ability to act as an essential community partner thanks to the combination of funds from traditional sources, such as annual United Way workplace campaigns, and contributions from a growing number of other donors, sponsors and volunteers who understand the critical importance of our mission.”

As evidence of United Way's impact, new scorecards tracking progress toward meeting the organization’s 10-year community goals reflect significant momentum. United Way’s programmatic investments in the focus areas of education, income and health changed the lives of more than 600,000 North Texans during the past year. (See related story on page 3.)

United Way is also increasingly seen as a thought and action leader and a “go-to” source for developing effective responses to pervasive social problems and unforeseen community challenges,

UnitedWayDallas.org | @UnitedWayDallas

United Way of Metropolitan Dallas' annual workplace campaigns remain the cornerstone of its fundraising initiatives and critical to its community impact. In addition to campaigns, United Way receives funding through corporate and foundation grants, corporate partnerships, major gifts, sponsorships, government grants, United Way giving societies and digital campaigns.

Contributions to the Unite Forever Campaign, aimed at strengthening the United Way Foundation of Metropolitan Dallas, are also enhancing United Way’s ability to respond to major community challenges today and in the future.

During the 2016-2019 three-year cycle, community impact grants will fund 190 programs run by 123 community service providers organizations, 18 percent more than the past cycle. United Way received more applications than ever before, and 29 of the grantees are receiving funding for the first time.

For the list of 2016-2019 United Way Community Grant Recipients, please visit UnitedWayDallas.org/Portfolio