1. United Way as a Platform for Change
Million Dollar Roundtable and Tocqueville
Leaders’ Summit
Thank you:
Mike Hayde (Host)
Joyce and team
All of you
This morning:
Touch on the environment (the disruptions facing all of us)
United Way’s response (shaping our investment products)
The critical nature of individual engagement (individual philanthropy) in driving our shared work
Brian A. Gallagher
President and CEO
United Way Worldwide
March 17, 2016

2. United Way Worldwide Network
1,800 local United Ways in 37 countries and territories
$5.176 billion in total revenue 
10.3 million individual donors 
2.61 million volunteers 
27,000 individuals, $10,000+ annually (Tocqueville)
500 donors, $1,000,000+ (Million Dollar Roundtable)
$1 billion annually from 100 Global Corporate partners
Two important points here:
Five years into the worldwide merger, today, United Way is a truly global network
United Way’s growth reflects changes to both our global communities as well as the needs and interests of our donors.
Individual engagement
Aligned, more strategic corporate partnerships

3. United Way Environment
External Environment
Speed of Change (income inequality, youth unemployment, jobless growth)
Aging populations in several developed countries
In the middle of a Digital Revolution
Rapid and deep natural resource, weather and water challenges
Growing importance of health in the economy
United Way Environment
Severe competition increasing
Millennials engage for different reasons, in different ways
Baby Boomer Generation retiring fast than they can be replaced
Business Model under pressure
We’re living in a historically disruptive time. The scale and speed of change has been remarkable. Today’s issues are highly complex, and they’re global.
Youth unemployment (74 million worldwide)
Between 2000 and 2050, the world's population over 60 years will have doubled—from 605 million to 2 billion.
Worldwide, 1 in 9 people (750 million) lack access to clean water
232 million living outside of their country of origin (all-time high; Millions now fleeing Syria and other conflict areas)

4. Relevance and Position
Embrace Complexities
Focus on What’s Most Needed, Impact at Scale
Help People & Organizations Work Together Better
Powerful Brand, Millions Engaged
We’re in a unique position to respond to the disruption AND be an even more strategic philanthropic partner.
Embrace complexities (homelessness vs. affordable housing)
Big and Small (local leadership, scaled and aligned impact)
“Backbone organization”
Again, strategic/meaningful engagement
For you, it means…
Reach into all communities in which you have an interest
Consistent experience
Scaled impact
Aligned agendas and tailored, meaningful philanthropic experiences

5. Education Income Health
At the root of United Way’s value as a partner for change is our platform. This becomes our shared platform for change—and the strategies in which you invest and engage.
We believe four signature impact initiatives capture this focus:
Early childhood success
Opportunities for youth
Social income mobility
Access to health
These initiatives resulted from the Leadership Forum in Amsterdam this past year.
UWW and network-wide CEOs and Board Chairs: Australia, Brazil, Canada, China, France, India, Mexico, South Africa, Taiwan, U.K., U.S., and South Korea.

6. Strategy: Key Actions Desired Outcome Bold Play Key Action
Improve public understanding; Drive performance
BP 1: Clarify and Execute Business Model
Develop, train, and execute against a definitive Business Model accompanied by compelling, consistent brand messaging
Grow donor base
BP 2: Create Great Individual Experiences
Engage individuals through shared digital services, accelerating top LUW practices, and establishing innovative alliances
Meet/exceed changing corporate expectations
BP 3: Reignite Corporate Relationships via Strategic Agreements
Develop and execute agreements with corporate partners that define clear social impact/business value goals and are supported by network relationship management; Launch public relations initiative that drives corporate recognition
Secure transformational gifts
BP 4: Launch $10M Giving Society
Attract transformational gifts through the creation of new $10M giving society; Strengthen entire pipeline of leadership and Tocqueville giving
Work “as one” as a network
BP 5: Strengthen Network Alignment
Create the United Way of the Future via stronger culture/organizational design of LUWs and network collaboration/operating groups

7. The United Way Center on Human Trafficking & Slavery is a great example of the innovative, and highly-relevant, work in which you can invest.
San Francisco Business & Tech Convening (Wal-Mart, Costco, Microsoft, Google, Facebook, UPS, Disney, HP AND leaders in the anti-trafficking community)
WHAT THEY TOLD US: They want to do more; And they need partners (institutions and individuals)
ALSO launching “Generation Freedom,” calling for greater Presidential leadership

8. Responding to the Refugee Crisis Caring for Europe’s Newcomers
The Issue:
Over 1.1 million migrants arrived in An additional 1.2 million are looking to reach Europe.
54% are men, 17% are women and 29% are children.    1 in 3 are children.
Most first-time asylum applicants are Syrian (39%), Afghan (16%) and Iraqi (12%).
40% of Syrian migrants report post-secondary education, and 44% report secondary education.   
The Opportunity:
Support migrants as the leading source of workforce growth in Europe (70% of growth since 2005)
Provide employment - the most important factor for successful integration in the long term.
Reduce the significant risk of poverty for refugees, increasing the educational and economic potential of their children
Refugees can significantly strengthen the economy as many take on work in declining occupations (Eg, machinists and tailors)

9. Waugh Family Foundation & Caribbean Expansion
Individual Gift, Transformational Change
“We’re impressed with United Way’s successful and proven business model, which we’ve been involved with for many years, as it provides governance and monitoring and efficient funding of local communities at a grassroots level.”
Change to Date:
Presence in Jamaica, Puerto Rico, U.S. Virgin Islands, Trinidad & Tobago
Focus on early childhood development, secondary school completion, and teacher training
Jamaica, first Women’s Leadership Council outside of U.S.
Trinidad & Tobago, National Day of Caring is the single largest volunteer event in the country
Developing plans for the Dominican Republic, Turks and Caicos Islands, Bahamas, Barbados, St. Lucia, and El Salvador

10. Questions