Advancing the Common Good Around the World

Advancing The Common Good around the world

United Way Worldwide

2010 Annual Report ® Table of Contents Vision and Mission 4 Education 7 Income 9 Health 11 A Worldwide Movement 12 United Way U.S.A. 17 Mary M. Gates Learning Center 20 Strategic Partners 22 Financials 26 Board 28 ii | United Way Worldwide ®

Dear Supporters:

On behalf of United Way Worldwide and its nearly 1,800 United Ways in 41 countries and territories, many thanks for your continued commitment and support. In 2010, we made great progress in strengthening communities. Around the world our volunteers, donors and advocates invested their passion, expertise and resources to create opportunities for a better life for all.

Our focus is on education, income and health – the building blocks for a good quality of life. As I visit United Ways and meet with partners, I am inspired by the energy and creativity of our supporters. Through your commitment, young children are entering school better prepared to succeed, families are building brighter, more financially stable futures and people are living healthier lifestyles.

This past year was marked with new and strengthened partnerships with businesses, governments, nonprofits and other institutions. The opening of the Mary M. Gates Learning Center began a new era in how we expand the reach of our network. This state-of-the-art learning center at United Way Worldwide strengthens collaboration and learning opportunities, and fuels the progress of our worldwide movement. Read more about United Way’s reach and impact throughout this report.

Again, thank you. Together, we’re advancing the common good for all.

Sincerely,

Brian A. Gallagher President and Chief Executive Officer United Way Worldwide

2010 Annual Report | 3 Vision United Way envisions a world where all individuals and families achieve their human potential through education, financial stability and healthy lives.

Imagine a world that fosters hope and opportunity for everyone. A world where...

n All children receive a quality education that offers a pathway to a brighter tomorrow.

n The cycle of poverty and financial dependence ends, and productive livelihoods begin for even the most disadvantaged.

n Everyone receives effective health care that improves quality of life.

n Communities not only set significant and measurable goals to advance these fundamental elements of human development, but achieve them. EDUCATION. INCOME. HEALTH.

4 | United Way Worldwide ®

Mission To improve lives by mobilizing the caring power of communities around the world to advance the common good.

To do this we will...

n Ignite a worldwide social movement, and thereby mobilize millions to action – to give, advocate and volunteer to improve the conditions in which they live.

n Galvanize and connect all sectors of society – individuals, businesses, nonprofit organizations and governments – to create long-term social change that produces healthy, well-educated and financially- stable individuals and families.

n Raise, invest and leverage billions of funds annually in philanthropic contributions to create and support innovative programs and approaches to generate sustained impact in local communities.

n Hold ourselves accountable to this cause through our steadfast commitment to continually measure – in real terms – improvement in education, income and health. EDUCATION. INCOME. HEALTH.

2010 Annual Report | 5 IMPROVING LIVES

6 | United Way Worldwide education. income. health.

Imagine a world that fosters hope and opportunity for everyone. A world where all children receive a quality education that offers a pathway to a brighter tomorrow. Worldwide, local United Ways are working at critical points along the school spectrum to ensure the academic success of youth. Communities are engaging to support youth by volunteering and championing the cause of education. This mobilization of community resources is creating a world of hope and opportunity for youth who are better prepared to succeed.

Heart of West Michigan United Way is United Way of Central Ohio hosted a zeroing in on first through third graders in its candidate forum with partners through its most disadvantaged neighborhoods. The Grand participation in the Campaign for the Common Rapids community has come together around 900 Good. Local leaders created a pledge for educa- young students who need the most help. Some tion, asking people to raise their hand in support 1,200 community volunteers – including college of United Way’s bold goals for education, their students and retirees – work one-on-one with community’s efforts to increase high school kids in schools for 30 minutes a week. Students graduation rates. Through 23 community in the Schools of Hope program are making conversations with nearly 300 participants, greater reading gains than their peers, and United Way generated 240 advocates for those in the afterschool program are gaining education. one and a half years worth of academic growth in just nine months. United Way of Northeast Florida: The high school dropout rate for Duval County, Florida Dividendo por Colombia Foundation, the (Jacksonville), was double the overall state rate. local United Way in Colombia, in partnership United Way responded to this challenge by with local secretaries of education in 23 munici- convening a group of local education experts, palities, local organizations and education corporate partners and community stakeholders experts in reading and writing skills, developed to research the problem and develop a plan for the Reading and Writing Program. In 2010, addressing the issue. The participants selected the program was offered in 192 educational middle school intervention as a strategy that institutions, benefiting 96,100 students and could create the most good for the community. 2,404 teachers. The purpose of this program United Way launched a pilot initiative called is to improve communication skills of students Achievers for Life in Jacksonville’s toughest in elementary school through a strategy that neighborhoods. The program has grown to six ensures the availability of reading materials, middle schools and shown positive results – teacher training and classroom follow ups. particularly as an outcome of mentoring. After The result is better educated children ready two years, middle school participants in the to succeed in school and in their future. program have shown improvement in GPA scores by 20 percent; less course failure in math and language arts by 36 percent; and 37 percent fewer absences.

2010 Annual Report | 7 Mobilizing communities

8 | United Way Worldwide education. income. health.

Imagine a world that fosters hope and opportunity for everyone. A world where the cycle of poverty and financial dependence ends, and productive livelihoods begin for even the most disadvantaged. United Ways understand their local economies and are working with individuals, employers and government to create stronger communities. Whether it’s training them to improve their farming practices or connecting them to job training that is relevant to the local economy, individuals are seeing success and communities are being impacted by improved financial stability.

Yasan Mitra Mandiri (Indonesia): Human United Way of Massachusetts Bay interconnectedness is evident in many parts of and Merrimack Valley sees its involvement in an individual’s life – especially in the use of SkillWorks Boston as an opportunity to help cre- advanced information technology. However, ate better connections and improvements within access gaps remain in remote, rural communities the workforce development system. As a member throughout Indonesia. To directly address the of the regional Workforce Funder Collaborative, income and access needs of farmers who live and United Way does more than guide and monitor work in remote areas of Indonesia, Yasan Mitra the performance of the collaborative’s workforce Mandiri created the eKomunita training program partnerships, it also influences the larger work- focused on education to alleviate income dispar- force policy system. Through SkillWorks partner- ity. By increasing community capacity, knowl- ships, more than 3,500 workers have received edge and technological skills, the community’s skills training, with more than 700 workers economy has been positively affected. placed in jobs, more than 300 workers receiving promotions; and more than 250 people earning United Way for Southeastern Michigan educational or industry-recognized credentials. and Detroit Local Initiatives Support Corporation (LISC) have created a network of Centers for United Way of Salt Lake found that too many Working Families across Detroit where low- to Utahans were “living on the edge” regarding moderate-income residents can access workforce their personal finances. Utah’s bankruptcy rate development resources, financial management was twice the national average, and roughly 40 and income support materials, and savings and percent of Utahans said they were living pay- assets information in one location – and in a check-to-paycheck. To meet the needs of Utahans bundled and sequential fashion. From 2008 – and help residents realize that everyone can 2010, the Greater Detroit Centers for Working save, United Way launched a robust statewide Families Collaborative yielded a 405 percent savings program, in conjunction with America return on investment, serving nearly 2,465 Saves, called Utah Saves. Savers pledge to save individuals. In addition, United Way found that a certain amount of money each month. There is clients receiving two or more bundled services follow-up with Savers three months after their were five to six times more likely to experience enrollment to provide support and guidance. an increase in income and net worth. Today, Utah Saves is one of the largest and fast- est growing Saves campaigns in the country with a total of 13,296 Utah Savers and a combined savings goal of $1,508,650.

2010 Annual Report | 9 Long-term social change

10 | United Way Worldwide education. income. health.

Imagine a world that fosters hope and opportunity for everyone. A world where everyone receives effective health care that improves quality of life. United Ways understand the socioeconomic factors that influence health outcomes. Through improved individual awareness and information, United Ways are helping communities and individuals improve health. By having the community engage, mobilize and volunteer around health issues, individuals around the world are improving the conditions in which they live.

United Way Mumbai (India): It can be difficult convened the people and organizations with to share educational information across an entire the passion, expertise and resources to change community, one person at a time. Person-to- things. They formed the Milwaukee Teen Preg- person communication is the most trusted and nancy Prevention Initiative, which developed a the most acted upon. United Way took this idea strategic plan and logic model aimed to achieve to heart, and a dedicated team of four translated the communitywide goal to reduce teen births its efforts into a highly successful awareness by 46 percent by 2015. After five years of this program – Youth for a Healthy Mumbai. In one all-hands-on-deck approach, the initiative is month, United Way partnered with 52 area col- producing positive results. The City of Milwau- leges to train volunteer health educators. More kee Department of Health credits the United than 2,500 students were trained as health educa- Way-led efforts for four consecutive drops in tors, and in turn carried out awareness campaigns the local teen birth rate to its lowest point in in vulnerable areas of the region. They met the more than 30 years, from 52 births per 1,000 specific educational needs of different vulner- teens in 2006 to 44 per 1,000 in 2009. These able groups by distributing pamphlets in public, positive results are on track toward reaching conducting home-visits, putting on educational the community’s 2015 goal. street performances and hosting awareness ral- lies in high-traffic areas.With the goal of raising United Way Goulburn Valley (Victoria, awareness and combating Malaria, United Way Australia), along with community partners, volunteers made a difference in their community. worked to improve literacy rates and infant Four individuals inspired more than 2,500 people readiness to achieve in school. The overall to action. Those 2,500 people helped more than aim of “Best Start” is to improve the health, 500,000 Mumbai-area citizens and helped to development, learning and well being of all create opportunities for a better life for all. young children, from pregnancy through transition to school, by acknowledging that United Way of Greater Milwaukee: In children’s literacy and learning is a community- 2006, Milwaukee ranked second in the nation’s wide responsibility. Using the “Early Learning 50 largest cities for teen births. Research is Fun” program, “Book Bags” are provided to showed that decades of teens having babies parents through their local maternal and child in Milwaukee was profoundly and negatively health nurse, and contain a book, plus hints and affecting graduation rates, unemployment and tips encouraging parents to read, sing, talk and the community’s overall healthcare costs. It was play with their child. In addition, approximately also closely linked to Milwaukee’s high poverty 30 local businesses have become reading venues rate, which in 2010 ranked the city fourth in the where children from childcare, playgroups and nation. To solve this problem, United Way kindergarten are read to by staff. 2010 Annual Report | 11 a worldwide movement 41 Countries 1,800 United Ways $5.09 Billion Raised

12 | United Way Worldwide GIVE. ADVOCATE. VOLUNTEER.

United Way Worldwide Day of Action Tocqueville Society Award On December 5, 2010, the inaugural United Way The United Way Tocqueville Society Worldwide Day of Action launched to galvanize Award, named after Alexis de volunteers and organizations worldwide around Tocqueville, a 19th century political issues of education, financial stability and thinker and historian, recognizes health. United Ways in Africa, the Caribbean, persons who have rendered out- Central America, South America and Europe standing service as volunteers and created awareness around the importance of donors to improve the lives of volunteering and engagement opportunities individuals and communities. with United Way’s work. In 2010, the award was presented Hasu and Hersha Shah (left to right) receive the 2010 Tocqueville Society Award from United Ways in Argentina, France, Ghana, Guate- to Hersha and Hasu Shah, who epito- Dr. Thomas F. Frist, Jr. mala, Honduras, Jamaica and Russia participat- mize humanitarianism. The Shahs ed. The collective efforts resulted in more than came to the United States from India in 1964, 1,700 volunteers, including employees from 65 and through hard work and perseverance, built companies, investing more than 17,000 hours in a business empire in the hospitality industry. In seven countries. partnership with United Way through the years, the Shahs endowed scholarships to help stu- World Economic Forum dents succeed, worked to restore sight to the NYSE Euronext selected United Way as its blind in India, provided seed money for a health- nonprofit partner at the World Economic Forum care program in Kenya and traveled to Ethiopia to in Davos, Switzerland. Together, the two organi- help aid the sick. When natural disasters struck zations promoted the importance of corporate India in 1994, 2001 and 2006, the Shahs donated social responsibility and their commitment to funds and visited stricken areas to volunteer their financial stability. time.

International Donor Advised Giving The United Way International Donor Advised Giv- ing (IDAG) program helps companies, individuals and foundations realize their philanthropic goals through charitable grants in more than 100 countries and territories. In 2010, IDAG awarded 608 grants totaling $28.2 million in areas such as education, income, health, environment and NGO capacity building. IDAG continued to work with more than 50 corporate partners including Brian Gallagher, President and CEO of United Way Worldwide, joins Citi Foundation, Cargill, Caterpillar Foundation, leaders from NYSE Euronext for a remote ringing of the bell at the World Economic Forum in Davos, Switzerland. BNY Mellon, FedEx, Amgen Foundation, Best Buy, McKesson, General Mills Foundation, Procter & Gamble and Target, among others.

2010 Annual Report | 13 Latin America

n United Ways in Latin America focus community impact programs on early childhood education. With a service area covering 88 percent of Central and South America, United Way is making a lasting impact in early learning and parent engagement initiatives.

m In Brazil, Crescer Aprendendo (Born Learning), a program of United Way Brasil, increases public awareness about the importance of early childhood development, including play and learning for a successful start in school. During the next two years, the program will reach two million Brazilian parents with new born children up to age six.

m In Mexico, Fondo Unido (United Way Mexico) responded to an identified need for increased natural sciences competency in children under the age of five. In partnership with Procter & Gamble, Fondo Unido reached more than 8,500 children at 150 sites across Mexico with additional natural science education and experimentation resources and created volunteering opportunities for Procter & Gamble employees.

n In 2010, United Way Honduras and United Way Panamá officially joined the worldwide United Way network.

Caribbean

n The earthquake in Haiti magnified the need and ability for Caribbean United Ways to work together on community impact and long-term recovery initiatives as natural disasters are common in the region. Caribbean United Ways plan to create disaster response mechanisms that provide critical support to one another in times of need, while preparing for long-term rebuilding.

m In Puerto Rico, Fondos Unidos provided an estimated $2.2 million dollars of medical supplies, food and shelter provisions to Haitian earthquake victims. This effort provided more than 57,000 patients with immediate relief, paving the way for long-term community improvement.

m Trinidad & Tobago responded to the call from the University of the West Indies Campus Council for financial support to accommodate 75 Haitian students to complete their final year of studies. The organization also constructed a primary school where 600 Port-au-Prince youth will begin their education in September 2011.

m United Way of Jamaica raised $370,000 to engage partners, including the Salvation Army and the Jamaica Red Cross, to provide emergency shelter, sanitary conveniences and psychosocial interventions. United Way of Jamaica was able to build temporary classroom accommodations for 1,000 students in Haiti, helping lay the foundation for long-term sustainable change.

Asia-Pacific n The Asia-Pacific Learning Center opened in South Korea to provide opportunities for shared learning and knowledge sharing, as well as regional localization and translation of United Way training materials.

n Samsung, the Korean multi-national technology company, gave $1 million in support of United Way of the Capital Area’s (Austin, Texas) Success By 6® program. The generous support of United Way’s Success By 6® was a natural fit for Samsung as the company believes early childhood education is one of the most important jobs of any community.

14 | United Way Worldwide GIVE. ADVOCATE. VOLUNTEER.

Europe n The United Way European Region experienced a breakthrough moment in 2010 with a significant funding commitment to grow the United Way movement throughout the continent. The European United Ways focus on community impact goals in education, income and health, while creating a culture of community involvement and volunteering. n In 2010, Hungary developed a coalition to raise public awareness about child safety; Poland instituted programs to create opportunities for disadvantaged children and artists living with disabilities; France focused on creating opportunities for at-risk youth; Russia created support programs for disadvantaged children, families and seniors; and, Romania has become a national leader and advocate for change in the philanthropic and corporate social responsibility environment. n Matan, the local United Way in Israel, has made a strong transition into community impact by aligning its program offerings both with donor goals and the organization’s impact agenda.

Africa n The United Way movement in Africa is the oldest United Way movement outside of North America, with an 83-year track record of creating long-term change and restoring hope in Cape Town, South Africa. n In Ghana and Uganda, United Way fights malaria. Ghana also supports water projects and the education of the girl-child, while Uganda works with war orphans. n In South Africa, United Way fights tuberculosis and engages in microenterprise development.

m In partnership with the Pietermaritzburg, Red Cross, and the Msunduze Health Department, the Community Chest of South Africa has engaged in Direct Observe Treatment Short-Course (DOTS) and trained home-based care work for more than 250 people in Copesville who are battling tuberculosis.

m The Lusa Community Chest hosted its second-annual small, medium and microenterprise entrepreneurship conference to develop the capacity and business ability of this growing community in the Vaal region.

m The Community Chest of the Western Cape develops NGO capacity to offer services and meet the long-term community development needs of Western Cape citizens through capacity building seminars, social work training sessions and community conversations.

North America n United Way of Canada–Centraide is focused on strengthening communities and improving the lives of Canadians. Next to the government, it is the largest funder of the voluntary sector and social services in Canada. The organization is more than 70 years old, has 117 local United Ways across Canada and raised more than $480 million. n In the United States, United Way U.S.A. is focused on education, income and health – the building blocks for a good quality of life. The U.S. network has more than 1,200 members and in 2010 raised more than $4.02 billion. n United Way Day of Action: In the United States, 160 United Ways, in communities in all 50 states, participated in the third-annual Day of Action (June 21). More than 74,000 people volunteered in 433 community projects to help improve community conditions.

2010 Annual Report | 15 UNITED WAY U.S.A.

16 | United Way Worldwide GIVE. ADVOCATE. VOLUNTEER. UNITED WAY U.S.A. Campaign for the Common Good Public Policy In the fall of 2010, United Way Worldwide Real and sustained change in community condi- launched the United Way Campaign for the tions requires more than money. United Way Common Good, a social action campaign works to educate members of Congress, the designed to engage individuals and institutions Administration and other policymakers about in our work in education, income and health communities’ commitment to education, finan- to support progress toward the 2018 Goals for cial stability, health-related issues and nonprofit the Common Good: sector strengthening. We advocate for programs n Cut by half the number of young people who and policies that will help us achieve our 2018 drop out of high school. Goals for the Common Good in the areas of n Cut by half the number of lower-income education, income and health. families that lack financial stability. n Increase by a third the number of youths Priorities and work in 2010 included: and adults who are healthy and avoid risky n Successfully working to preserve the behaviors. Corporation for National and Community By the end of 2010, 50 United Ways in communi- Service (CNCS), the agency that includes ties throughout the United States signed onto the AmeriCorps. campaign. n Advocating for tax policies that preserved charitable-giving incentives. Community Conversations n Protecting funding for the Emergency Food As part of the Campaign for the Common Good and Shelter Program (EFSP), including a $20 and its commitment to quality education for all million increase above what the Administra- children, United Way hosted community conver- tion and Congress had proposed. sations nationwide to inform our work. In part- n Helping secure a new Workforce Innovation nership with the Harwood Institute, United Way Fund, which was proposed by United Way to turned outward hosting 170 community a key Senate Committee. conversations. n Maintaining funding for the Volunteer Income Tax Assistance Program (VIT). n Hosted “Hill Day,” at which more than 1,000 United Way volunteers, including the United Way Women’s Leadership Council, met with Congressional leaders to advocate on behalf of our education, income and health public policy priorities.

2010 Annual Report | 17 UNITED WAY U.S.A.

2-1-1 Diversity and Inclusion United Way and the Alliance of Information and United Way strives to be a model of diversity Referral Systems (AIRS) continued to provide and inclusion reflecting the world’s many faces, leadership in the development of a 2-1-1 U.S. cultures and walks of life. Our commitment to nationwide system to give or get help. 2-1-1 is diversity and inclusion allows us to live and the federally-designated dialing code which achieve our mission and values; attract, develop makes it easier for millions of U.S.A. residents and retain diverse talent; grow and broaden our to receive help from thousands of nonprofit, base of support with volunteers, donors and faith-based and government health, human and other stakeholders; and, enhance our brand and community services organizations, as well as reputation. In 2010, results included: connections to volunteer opportunities. In 2010, n Our Human Capital Survey shows that 30 results included: percent of United Way staff in the U.S.A. are n Since being established by United Way minorities – a five-point gain since 2004, and Atlanta in 1998, 2-1-1 covers 83.3 percent 62 percent of United Way CEOs are women -vs- of the country (49 states, the District of 19 percent for the top 400 U.S. nonprofits and Columbia and Puerto Rico), as of 3 percent for Fortune 500 companies. December. n 71 percent of large metropolitan United Ways n Response to more than 16.4 million calls; have boards comprised of 30 percent or more more than 50 percent of which were for basic women, which is positive in light of Catalyst’s needs, including food, housing, income sup- research showing that corporations with 30 port, clothing and transportation. percent or more female board members have

n Recognizing 2-1-1’s essential role during stronger financial performance than boards disasters, a grant from the U.S. Department with fewer women. of Homeland Security laid the foundation n The United Way Inclusion Council and Busi- for a nationwide disaster data management ness Resource Groups, representing staff system capable of producing near real-time and volunteers throughout the network, now data on people’s needs during and in the engage more than 400 individuals repre- aftermath of a disaster. senting diverse segments of our population:

n United Way Worldwide’s Public Policy Team, African American; Asian/Pacific Islander; in collaboration with 2-1-1 U.S. leadership, Latino/Hispanic; Lesbian, Gay, Bisexual and United Way State Associations, local United Transgender; Native American; Persons with Ways and 2-1-1 providers, secured unprec- Disabilities; White Engagement; Women; edented bipartisan majority support for the Young (under 40). Calling for 2-1-1 Act in the U.S. Senate (61) n United Way of Central Ohio launched Pride and the U.S. House of Representatives (253). Gives and Pride Council, the first United Way LGBT giving group (lesbian, gay, bisexual and transgendered), reflecting the diversity of the Central Ohio community.

n The United Way Women’s Leadership Council grew to more than 50,000 women, who in the last ten years have given more than $700 million to United Way.

18 | United Way Worldwide ®

National Football League Organized Labor The partnership shared by the National Football The nearly seven-decade partnership between League (NFL) and United Way is the most visible United Way and Organized Labor is stronger than and longest running sports/charity collaboration ever. In 2010, results included: in history, and it continues to evolve and grow n The collection of a record 77.1 million pounds in ways that impact the health and education of of food in the National Association of Letter America’s youth. In 2010, results included: Carriers “Stamp Out Hunger” food drive. The n NFL PLAY 60 and United Way: The partnership 18th annual drive boosted the total donations is increasing awareness about the importance collected since the drive began in 1993 to more of physical activity and nutrition raising funds than 1 billion pounds. National Association of to support youth health programs and offer- Letter Carriers president, Fredric V. Rolando, ing kids more opportunities to get active and expressed appreciation to the union’s national healthy through initiatives like the NFL and partners in the drive, which include the AFL- United Way Hometown Huddle. CIO and United Way. n NFL LIVE UNITED: This campaign, represented n The Joseph A. Beirne Community Services by a player from each of the 32 NFL teams, is Award, recognizing union members who have making an impact on United Way’s broader rendered outstanding United Way volunteer goal of advancing the common good by using service was awarded to Jeffrey L. Homan. Mr. authentically-engaged NFL players to invite Homan is Chief Safety Steward, United Steel, others to join the LIVE UNITED® movement. Paper and Forestry, Rubber, Manufacturing, Energy, Allied Industrial & Services Workers n GMC Super Bowl Auction: General Motors/ GMC, the official vehicle of the NFL, donated International Union (USW), Mountain View, 70 Super Bowl tickets and hotel accomoda- Wyoming. tions to United Way Worldwide. The packages, United Way thanks organized labor for its contin- auctioned on NFL.com, raised $264,000 to ued support and its decades long commitment to advance United Way youth health and well- advance the common good. ness efforts. n Back to Football Friday: The NFL chose United Way as a premier partner for a new initiative called Back to Football Friday – a nationwide campaign to celebrate the return of football and advance youth health and wellness. NFL fans are encouraged to wear their favorite team gear to work and school and support youth health efforts. United Way thanks the National Football League, its owners, coaches, players and staff for decades of support and commitment to community service.

Nnamdi Asomugha is the national ambassador for the NFL LIVE UNITED campaign. 2010 Annual Report | 19 Mary M. Gates Learning Center

20 | United Way Worldwide advancing the common good

Mary M. Gates

Mary M. Gates Learning Center Dedicated in October 2010, the Mary M. Gates Learning Center at United Way Worldwide in Alexandria, Virginia, is an innovative educational conferencing and networking facility that fosters creative learning worldwide. The Center allows United Way to create more diverse and deeper learning experiences – anytime, anywhere.

Mary M. Gates (1929-1994) was an energetic and passionate leader committed to improving lives in her community and around the world. As president of the Board of United Way of King County in her home state of Washington, Mary was among the first women in the country to lead a United Way.

Mary also served on the United Way of America Board of Trustees and was a founding member of the United Way International Board of Directors. These organizations are now United Way Worldwide.

Mary saw that results multiply when people and organizations have a common purpose. The Mary M. Gates Learning Center was built on her belief that learning, sharing and creating opportunities to work together make the world a better place.

The Mary M. Gates Learning Center was built through generous donations from Carol Jenkins Barnett and Hoyt R. Barnett; Deloitte; Dr. Thomas F. Frist, Jr.; Bill & Melinda Gates Foundation; John and Chara Haas; Cinda A. Hallman Memorial Fund; Microsoft Corporation; Nationwide Insurance Foundation and Principal Financial Group.

2010 Annual Report | 21 StraTEgic partners

22 | United Way Worldwide ®

Campaign for the Future of United Way To achieve its vision of building a stronger United Way movement that makes a measurable impact in improving lives around the world, United Way Worldwide launched the Campaign for the Future of United Way – a transformative $70 million program. The result will be a national and worldwide network of revitalized United Ways that will play key roles in organizing all sectors – government, education, nonprofit, private business – to identify and address the root causes of social problems and mobilize communities to respond.

In 2010, these generous donors invested in the Campaign for the Future of United Way*. We thank these donors for their gifts and their commitment to advance the common good around the world.

Altria Group, Inc. Illinois Tool Works Inc. American Express Charitable Fund Jack Roth Estate Amgen Foundation jcpenney afterschool Annie E. Casey Foundation Kellogg Foundation Bain Capital, LLC Manpower International, Inc. Bank of America McKesson Foundation Best Buy Co., Inc. MetLife Foundation Birth to Five Policy Alliance Microsoft Corporation BNY Mellon Moneygram Cargill Mosaic Corporation Caterpillar Foundation New York & Company Cinda A. Hallman Memorial Fund PCL Construction Enterprises, Inc. Citi Polo Ralph Lauren Citi Foundation PricewaterhouseCoopers Foundation Credit Suisse Americas Foundation Procter & Gamble Deloitte LLP Target Doris Duke Charitable Foundation United Technologies Corporation FedEx Corporation UPS FINRA Investor Education Foundation US Airways Group, Inc. General Mills Foundation W.K. Kellogg Foundation Michael K. and Lynette M. Hayde Walmart Foundation

*These gifts are $100,000 or greater.

2010 Annual Report | 23 B:8.25” T:8” S:7.25”

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3M John Deere ® thank yoU to unIteD Way GLobaL CoRPoRate abbott JPMorgan Chase & Co. accenture Kimberly-Clark Corporation LeaDeRsHIP CoMPanIes anD tHeIR eMPLoyees, aetna Inc. KPMG LLP n Creating Impact – Bank of America and Walmart agilent technologies, Inc. Limited brands Global Corporate Leadership WHo ContRIbute $1 bILLIon anD 25 MILLIon air Products Lockheed Martin Corporation The United Way Global Corporate Leadership Foundation partner with United Way to make alcatel-Lucent Lowe’s Companies, Inc. program enhances a company’s ability to impact free tax preparation and filing assistance more VoLunteeR HouRs eaCH yeaR to CReate allstate Macy’s, Inc. communities around the world through strategic accessible to lower-income working families american express Marriott International, Inc. through both self-preparation and volunteer- oPPoRtunItIes FoR a betteR LIFe FoR aLL. automatic Data Medtronic, Inc. philanthropic partnerships, leveraging United Processing, Inc. Merck & Co., Inc. Way’s global reach and local leadership in commu- assisted services. In 2010, this helped return avery Dennison MetLife, Inc. nities worldwide. United Way is uniquely positioned almost $2 billion in tax refunds to hardworking aXa equitable Morgan stanley to help companies implement their global philan- individuals and families. 2010 United Way Spirit of america® battelle Motorola best buy Co., Inc. nCR Corporation thropic goals by increasing employee engagement, aWard Winner bny Mellon new york Life furthering corporate social responsibility (CSR) Cause-Marketing Partnerships Kellogg Company bristol-Myers Insurance Company efforts and enhancing consumer engagement. squibb Company Pfizer Inc Cause marketing and consumer engagement has C&s Wholesale Grocers, Inc. Pitney bowes Inc. increased awareness and differentiation for the United Way partners with 120 Global Corporate 2010 United Way SUmmit aWard WinnerS Cargill PricewaterhouseCoopers LLP United Way brand, while generating and diversify- Caterpillar Inc. Prudential Financial, Inc. Leaders which typically employee 25,000 people General Mills, Inc. ing revenues. Ceridian Corporation Qwest Communications around the world, annually raise at least $2.5 Chevron Corporation International, Inc. Procter & Gamble million and engage with United Way beyond n More than 30 Global Corporate Leadership Chrysler Group LLC Raytheon Company companies partnered with United Way raising Dominion Resources Citigroup Rohm and Haas Company workplace campaign giving. Wells Fargo Citizens Financial Group, Inc. RR Donnelley more than $500,000 and $4.5 million in value Colgate-Palmolive sara Lee 2010 Highlights from United Way equivalency. Comcast shell oil Company Global Corporate Leadership campaignS of $15 million or more Constellation energy sprint n American Express created two co-branded gift LIsteD In oRDeR oF aMount RaIseD baseD on 2009 CaMPaIGn ResuLts ReCentLy FInaLIzeD. Costco Wholesale suPeRVaLu n Global Corporate Leadership companies, their card products, donating the purchase fee and Cummins Inc. target employees and retirees annually contribute

B:10.75” a portion of sales to United Way. S:9.75” Wells Fargo T:10.5” Delphi texas Instruments more than $1 billion to communities in the uPs Delta air Lines, Inc. the Dow Chemical n Kimberly-Clark partnered with United Way on United States in partnership with United Way – Deluxe Corporation Company its Huggies Every Little Bottom program to Microsoft Corporation more than 20 percent of the $4.94 billion United Duke energy the Hershey Company raise awareness and mobilize communities to the boeing Company DuPont the Mosaic Company Way raises worldwide and more than 25 percent provide diapers for lower-income families. IbM eastman Kodak Company the Principal of the total raised in the United States. eaton Corporation Financial Group n Deloitte Consulting sponsored United Way at&t the travelers n Engaging Employees – Companies around the eli Lilly and Company Alternative Spring Break, engaging hundreds Publix super Markets, Inc. Fedex Corporation Companies, Inc. world partner with United Way to increase their u.s. bank of college students around the country in Fluor Corporation employee engagement through workplace bank of america Ford Motor Company united airlines United Way’s mission. The signature program giving campaigns, volunteerism and more. Ge General Motors united technologies in Washington DC focused on education. GlaxosmithKline Corporation In 2010, UPS, its employees and retirees exxon Mobil Corporation Goodyear tire usaa reached a major milestone, having donated $1 n Luxury retailer Polo Ralph Lauren supported Valero energy Corporation Intel Corporation & Rubber Company billion since 1982 to improve lives and local the United Way Worldwide cause-marketing Verizon Wireless Guardsmark, LLC program for Haiti relief and rebuilding efforts. Deloitte LLP Harris bank/bMo Walgreens communities in partnership with United Way. Johnson & Johnson Capital Markets Walmart Celebrations included a major NASCAR weekend The promotion included sales of an exclusive Hewlett-Packard Company WellPoint, Inc. event where UPS changed its race scheme to signature polo shirt, a donation from the cor- Procter & Gamble Weyerhaeuser Company HsbC United Way for the Bank of America 500. Wells poration and its employees, and a consumer Whirlpool Corporation nationwide Insurance Illinois tool Works Inc. promotion. Support from Polo Ralph Lauren, InG Williams Fargo was the largest employee campaign in the International Paper Xcel energy United States with a combined corporate and New York and Company and Orbitz generated for more information, please visit: liveunited.org/gcl JCPenney Xerox Corporation employee gift of more than $55 million. nearly $1 million. n CNN and Larry King Live hosted a live telethon in response to the Gulf Coast Oil Spill with Unit- ed Way participating as one of three charities raising significant awareness and $500,000 for programs helping human needs impacted by the disaster.

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Job info Approvals Fonts & Images Job 1007-000 Art Director Hisiya Beppu Fonts Client Global Corporate Leadership Copywriter Amanda Ponzar Times (Roman), Trade Gothic (Bold Con- Media Type InDesign Account Mgr Amanda Ponzar densed No. 20, Condensed No. 18) Live 7.25” x 9.75” Studio Artist None Trim 8” x 10.5” Proofreader GCL Images Bleed 8.25” x 10.75” gav_lu_w_uw_4p_ful_v_R.eps Pubs Fortune Magazine Notes Inks Designed for RIGHT side of spread Cyan, Magenta, Yellow, Black APPROVED: Monday, June 21, 2010 United way worldwide In 2010, the United Way network of nearly 1,800 local United Ways raised $5.09 billion, making United Way the largest private nonprofit in the world. The financial information below is for United Way Worldwide, the leadership organization of the United Way network.

2010 United Way Worldwide Consolidated Revenue $92,385,000 2009 United Way Worldwide Consolidated Revenue Membership support is received annually from $102,358,000 local United Ways for continued membership in the United Way network. Local United Ways receive the benefits of membership and comply with standards MEMBERSHIP SUPPORT, NET established by United Way Worldwide. 31%

Contributions are funds donated to support United Way Worldwide’s mission and its programs that promote education, income and health. These funds CAMPAIGN EFFORTS, consist of unrestricted, temporarily-restricted and TRI-STATE, NET permanently-restricted donations. 9%

Campaign efforts include charitable funds raised from employees and companies through United CONTRIBUTIONS OTHER REVENUE Way campaigns at a group of participating 51% 9% companies whose employees live and/or work in the New York Tri-State region (United Way Worldwide manages United Way of the New York Tri-State region). The Tri-State regional office is responsible for collecting and distributing these campaign funds.

Other revenue includes income generated from the sale of promotional materials, program service fees, investment activity, conferences, rent and non-professional service, transaction fees and miscellaneous activity.

2010 United Way Worldwide Consolidated2009 United E xpensesWay Worldwide $95,515,000Consolidated Expenses $94,895,000 Program Expenses includes Investor Relations, GENERAL AND ADMINISTRATIVE Community Impact Leadership and Learning, 8% Public Policy, Brand Leadership, Campaign and Public Relations and promotional material sales. Fundraising is responsible for all United FUNDRAISING 2% Way Worldwide fundraising efforts. General and Administrative activities include finance, legal, IT and other services that support United Way Worldwide’s programs.

PROGRAM EXPENSES 90%

26 | United Way Worldwide United Way Worldwide and Subsidiaries ® Condensed Consolidated Statements of Financial Position As of December 31, 2010 (In Thousands)

2010 2009 Assets Current assets 79,779 85,924 Noncurrent assets 30,365 15,871 Total Assets 101,144 101,795

Liabilities and net assets Liabilities Current liabilities 42,036 40,091 Noncurrent liabilities 16,869 16,335 Total liabilities 58,905 56,426

Net assets Unrestricted 24,084 18,810 Unrestricted-Board designated 485 485 Temporarily restricted 14,053 26,074 Permenantly restricted 3,617 Total net assets 42,239 45,369 Total liabilities and net assets 101,144 101,795

United Way Worldwide and Subsidiaries Condensed Consolidated Statements of Activities As of December 31, 2010 (In Thousands)

2010 2009 Revenue Membership support, net 28,222 29,202 Campaign efforts Tri-State, net 8,429 13,569 Contributions 47,075 51,922 Other revenue 8,659 7,665 Total revenue 92,385 102,358

Expenses Program expenses: Investor Relations 38,768 39,010 Community Impact Leadership & Learning 26,541 20,794 Public Policy 1,216 1,056 Brand Leadership 8,231 8,195 Campaign and Public Relations 8,070 8,711 United Way Store 2,630 2,880 Total program expenses 85,456 80,646

Support Services: General and administrative 7,448 8,827 Fundraising 2,090 1,003 Total support sevices 9,538 9,830 Non-operating adjustments to net assets (521) (4,419) Change in net assets (3,130) 7,463 Net assets beginning of the year 45,369 37,906 Net assets end of the year 42,239 45,369

2010 Annual Report | 27 board

Governance Responsibilities of the United Way U.S.A. Board With authority delegated by the Board of Trustees of United Way Worldwide, the United Way U.S.A. Board provides oversight on, and has fiduciary responsibility for, matters including:

n U.S. membership

n U.S. national public policy agenda

n U.S. community impact and USA national impact goals

n Resource development and investor relations in the U.S.

n U.S. Board development

n Counsel and recommendations to the Worldwide Board on network-wide issues, as well as approval of extraordinary business activities.

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United Way Worldwide Board of Trustees* United Way U.S.A. Board of Trustees* CHAIR OF THE BOARD CHAIR OF THE BOARD John J. Dooner, Jr., Chairman Emeritus Ann Stallard, CEO McCann Worldgroup, New York, New York Graphic Communications Corporation, Lawrenceville, Georgia SECRETARY OF THE BOARD CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE Patricia Friend, Retired International President Association of Flight Attendants-CWA, Washington, DC Patricia Hatler, Executive Vice President, Chief Legal and Governance Officer,Nationwide Insurance Company, Columbus, Ohio TREASURER AND CHAIR, FINANCE COMMITTEE INTERIM CHAIR, AUDIT COMMITTEE CHAIR, U.S. NOMINATING COMMITTEE Phillip N. Baldwin, Retired President and CEO Peter Aquino, Chairman, President and CEO Southern Bancorp, Inc., Arkadelphia, Arkansas Primus Telecommunications, McLean, Virginia CHAIR, MEMBERSHIP ACCOUNTABILITY COMMITTEE AT-LARGE BOARD MEMBERS Jorge Uribe, President Arlene Holt Baker, Executive Vice President Proctor & Gamble Latin America, Panama City, Panama AFL-CIO, Washington, DC Phillip N. Baldwin, Retired President and CEO CHAIR, GOVERNANCE COMMITTEE Southern Bancorp, Inc., Arkadelphia, Arkansas John Lechleiter, Chairman, President and CEO David Barnes, Senior Vice President and CIO Eli Lilly and Company, Indianapolis, Indiana United Parcel Service (UPS), Atlanta, Georgia Arthur P. Bellis, Principal ASSISTANT TREASURER Bellis Enterprises, New York, New York Ann Stallard, CEO Jon Campbell, CEO Graphic Communications Corporation, Minnesota Region, Wells Fargo Bank, N.A. Lawrenceville, Georgia Peggy Conlon, President and CEO The Advertising Council, Inc., New York, New York AT-LARGE BOARD MEMBERS Antonia Cortese, Secretary-Treasurer Peggy Conlon, President and CEO American Federation of Teachers, Washington, DC The Advertising Council, Inc., New York, New York Sally Fernandez, President Karen Glover, Retired Global Integration Partner Fernandez Group, Tucson, Arizona K&L Gates, Seattle, Washington Ron Jaworski, Monday Night Football Analyst, ESPN Barry Salzberg, CEO Mt. Laurel, New Jersey Deloitte LLP, New York, New York Bill Matassoni, CEO Rodney E. Slater, Esq., Partner The Glass House Group, New York, New York Patton Boggs LLP, Washington, DC D. Roger Nanney, Vice Chairman Sunil Wadhwani, Chairman and Co-Founder Deloitte LLP, Dallas, Texas iGate Corporation, Pittsburgh, Pennsylvania Jeffrey Rechenbach, Secretary-Treasurer Bing Xiang, Dean and Professor of Accounting Communications Workers of America, Washington, DC Cheung Kong Graduate School of Business, Beijing, China William Rodgers, III, Professor of Public Policy and Chief Economist, Heldrich Center for Workforce Development, New Brunswick, New Jersey Roberto E. Santa Maria, Office Managing Partner PricewaterhouseCoopers, LLP, Hato Rey, Puerto Rico Rodney E. Slater, Esq., Partner Patton Boggs LLP, Washington, DC

EMERITUS BOARD MEMBER William H. Gates, Sr., Co-Chair *As of December 31, 2010 Bill & Melinda Gates Foundation, Seattle, Washington 2010 Annual Report | 29 30 | United Way Worldwide United Way advances the common good by creating opportunities for a better life for all. Our focus is on education, income and health, because these are the building blocks for a good quality of life. We recruit the people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. You can give, you can advocate and you can volunteer. That’s what it means to Live United.

® United Way Worldwide 701 North Fairfax Street Alexandria, Virginia 22314 U.S.A. liveunited.org

View a video message from Brian A. Gallagher by scanning the QR code or visiting LIVEUNITED.ORG/2010AnnualReport

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