Sample Donor Stewardship and Recognition Plan for $10 Million Donors Acknowledgements and Thank Yous Invitations Stewardship Communications Print and Online Recognition Community Recognition Major Gifts and Planned Gifts Recognition Board Chair call and letter within two weeks of commitment CEO Acknowledgement call and letter within one week of commitment Gift Officer Acknowledgement immediate call and letter Invitation to join the Board Potential invitation to join Leadership Council or other volunteer councils Annual CEO Briefing Invitation to private thank you lunch or dinner with CEO and a volunteer Million Dollar Roundtables Invitations to special events hosted by United Way CEO Update United Way Annual Report Emails and newsletters CEO Holiday Card Recognition on United Way website Acknowledgements in relevant communications Annual Report- Donor Honor Roll Potential public press release Worldwide/ National Recognition in $10M Giving Society Recognition at United Way Board meetings Donor Recognition Wall or e-Wall in United Way entrance lobby Lifetime Achievement Award Endowment Campaign Recognition Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment Endowment Campaign Launch Event Endowment Campaign Completion Event Other campaign events Endowment Campaign Update Endowment Campaign Completion Report Endowment Donor Honor Roll in Annual Report Endowment Donor Honor Roll in Completion Report Recognition on campaign website Endowment Donor Recognition at Tocqueville and VIP events Endowment Campaign Donor Wall or e-Wall Endowment Campaign Gift or Pin

Sample Donor Stewardship and Recognition Plan for MDR and Tocqueville Legacy Circle Donors Acknowledgements and Thank Yous Invitations Stewardship Communications Print and Online Recognition Community Recognition Major Gifts and Planned Gifts Recognition Board Chair letter within one month of commitment CEO Acknowledgement call and letter within two weeks of commitment Gift Officer Acknowledgement immediate call and letter Annual CEO Briefing Invitation to private thank you lunch or dinner with CEO/COO/senior executive and a volunteer Million Dollar Roundtables VIP Reception Invitations to special events hosted by United Way CEO Update United Way Annual Report Emails and newsletters CEO Holiday Card Recognition on United Way website Acknowledgements in relevant communications Annual Report- Donor Honor Roll Recognition at United Way Board meetings Recognition at Second Tuesday Lunch Series Donor Recognition Wall or e-Wall in United Way entrance lobby Lifetime Achievement Award Endowment Campaign Recognition Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment Endowment Campaign Launch Event Endowment Campaign Completion Event Other campaign events Endowment Campaign Update Endowment Campaign Completion Report Endowment Donor Honor Roll in Annual Report Endowment Donor Honor Roll in Completion Report Recognition on campaign website Endowment Donor Recognition at Tocqueville and VIP events Endowment Campaign Donor Wall or e-Wall Endowment Campaign Gift or Pin

Sample Donor Stewardship and Recognition Plan for Legacy Donors Acknowledgements and Thank Yous Invitations Stewardship Communications Print and Online Recognition Community Recognition Major Gifts and Planned Gifts Recognition CEO letter within two weeks of commitment Gift Officer Acknowledgement immediate letter Legacy Society Annual Reception Invitations to special events Bus tour CEO Update United Way Annual Report Emails and newsletters CEO Holiday Card Annual Report- Legacy Society Donor Honor Roll Recognition on United Way website Recognition at United Way Board meetings Donor Recognition e-Wall Endowment Campaign Recognition Endowment Campaign Co-Chairs Acknowledgement letter within two weeks of commitment Endowment Campaign Launch Event Endowment Campaign Completion Event Other campaign events as planned Endowment Campaign Update Endowment Campaign Completion Report Endowment Donor Honor Roll in Annual Report Endowment Donor Honor Roll in Completion Report Recognition on campaign website Endowment donor recognition at Tocqueville and VIP events Endowment Campaign Donor Wall or e-Wall Endowment Campaign Gift or Pin (optional)

Sample Donor Stewardship and Recognition Plan for Tocqueville Donors Acknowledgements and Thank Yous Invitations Stewardship Communications Print and Online Recognition Community Recognition Major Gifts and Planned Gifts Recognition CEO letter within one month of commitment Tocqueville Chair Acknowledgement letter within two weeks of commitment Gift Officer Acknowledgement immediate letter Second Tuesday Lunches Tocqueville Society Annual Volunteer Project Tocqueville Leaders/ MDR Roundtables Bus Tour Volunteer Appreciation Lunch Tocqueville Family Holiday Event Other events as planned Tocqueville Welcome Packet CEO Update United Way Annual Report Emails and newsletters CEO Holiday Card or ADT Holiday Card Tocqueville Registry Annual Report- Tocqueville Society Donor Honor Roll Recognition on ADT Webpage Donor Honor Roll at Tocqueville Society events and other select United Way events Recognition at Second Tuesday Lunch Series Lifetime Achievement Awards Endowment Campaign Recognition Endowment Campaign Launch Event Endowment Campaign Completion Event Other Campaign Events as planned Endowment Campaign Update Report on Completion of Endowment Campaign