united way of florida board of governors & chief … 2016 board... · 2016-06-20 · martin...

UNITED WAY OF FLORIDA

BOARD OF GOVERNORS &

CHIEF EXECUTIVE OFFICERS MEETING

Sheraton Lake Buena Vista Resort

Royal Palm 1 Ballroom

Friday, June 24, 2016

11:30AM -3:30 PM

Agenda

11:15 – 11:45 - Lunch Buffet

I. Welcome and Introductions Page

II. Lauryn Collier ................................................................................................................................... 4

III. Consent Agenda (See Consent Agenda Attachment)

A. March 4, 2016 Board of Governor’s Meeting Minutes

B. 2016 UWW Membership Certification Requirements

IV. Strategic Priorities

A. Training

B. Public Policy.......................................................................................................................... 5-8

C. ALICE

V. Board of Governors Executive Session

VI. Treasurer’s Report and Strategic Plan

A. May 2016 Income and Expense Statements and Financials.................................................. 9-22

B. 2017-2020 Strategic Plan and Resourcing the United Way of Florida ................................. 23-26

C. Proposed 2016-2017 Budget ................................................................................................. 27-32

VII. Executive Session – if needed.

VIII. Mission United

IX. 2016-2017 Proposed Slate: Board of Governors and Officers .......................................................... 33-34

A. 2016-17 Meeting Save the Dates........................................................................................... 35

X. If Time

A. National – Updates

B. Free Life Insurance

XI. Adjourn

UPDATED 11/19/2015 UNITED WAY OF FLORIDA

2 0 1 5 - 2 0 1 6 B O A R D O F G O V E R N O R S

Board Chair Bob Brown (2017)* President & CEO Heart of Florida United Way 1940 Traylor Blvd. Orlando, FL 32804 (407) 835-0900 FAX: (407) 835-1959 Email: [email protected]

Chair-Elect Hon. Thomas D. Epsky (2018)** Commissioner State of Florida Reemployment Assistance Appeals Commission 2120 SE Wild Meadow Circle Port St. Lucie, FL 34952 (772) 335-2885 FAX: (772) 335-3511 Email: [email protected]

Secretary/Treasurer Suzanne McCormick (2018)* President & CEO United Way Suncoast 5201 W. Kennedy Blvd., Suite 600 Tampa, FL 33609 (813) 274-0907 FAX#: (813) 228-9549 Email: [email protected]

Immediate Past Chair Kip Jacoby (2015)** Partner Morgan, Jacoby, Thrun, Boyle & Assoc. 700 20th Street Vero Beach, FL 32960 (772) 563-2019 FAX: (772) 563-2024 Email: [email protected]

John A. Attaway, Jr. (2017)* General Counsel Publix Super Markets, Inc. P. O. Box 407 Lakeland, FL 33802-0407 (863) 616-5701 FAX : (863) 499-8518 Email : [email protected]

Philip Brown (2018)* President United Way of Manatee County P. O. Box 109 Bradenton, FL 34206 (941) 748-1313 FAX #: (941) 747-4519

Email: [email protected] Kathleen Cannon (2016)* President & CEO United Way of Broward County 1300 South Andrews Ave. Ft. Lauderdale, FL 33316 (954) 462-4850 x110 FAX #: (954) 462-4877 Email : [email protected]

Duggan Cooley (2016)* President & CEO United Way of Pasco County 17230 Camelot Court Land O’Lakes, FL 34638 (727) 835-2024 FAX: (727) 845-3032 Email: [email protected]

Paul Daly (2017)* 401 Idlewyld Drive Ft. Lauderdale, FL 33301 (954) 524-3622 ; Cell: (954) 501-4700 Email: [email protected]

Shawn Foster (2018)* Government & Political Consultant Sunrise Consulting Group 9842 Balsaridge Court Trinity, FL 34655 (727) 808-4131 Email: [email protected]

Laurie George, Ph.D. (2017)* President & CEO United Way of Palm Beach County 2600 Quantum Blvd. Boynton Beach, FL 33426 (561) 375-6668 FAX #: (561) 375-6666 Email: [email protected]

Andy Griffiths (2018)* School Board Member District 2 40 Key Haven Road Key West, FL 33040 (305) 797-2639 FAX #: (305) 296-9768 Email: [email protected]

Adrian Laffitte (2017)* 3441 Thurloe Dr. Rockledge, FL 32955 (321) 750-1029 Email: [email protected]

Debbie Mason (2017)* President Strategists, Inc. 5060 SW 88 Terrace Gainesville, FL 32608 (954) 480-7814 Email: [email protected]

Amy Meek (2017)* President United Way of Citrus County 1205 N.E. 5th Street, Suite A Crystal River, FL 34429 (352) 795-5483 FAX #: (352) 795-5480 Email: [email protected]

Bob Thompson (2016)* 7035 Vilamoura Place Bradenton, FL 34202-2420 (941) 373-3907 FAX: (941) 373-3907 Email: [email protected]

James P. Vojcsik (2016)* Executive Director United Way of Martin County P. O. Box 362 Stuart, FL 34995 (772) 283-4800 FAX#: (772) 220-7771 Email: [email protected]

Jeanette Wilk Yaeger (2018)** 180 Consulting 413 North Meridian Street Tallahassee, FL 32301 (850) 412-0300 FAX: (850) 412-0393 Email: [email protected]

* - 1st term ** - 2nd term NOTE: According to the UWOF bylaws, CPOs can only serve one term.

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mailto:[email protected]


















FLORIDA UNITED WAY C HI E F E XE C U T I V E OF F I C E R S

Revised 4/19/2016

BIG BEND Franklin/Gadsden/Jefferson/Leon/ Liberty/ Madison/Taylor/Wakulla

Katrina Rolle 2015 President & CEO United Way of the Big Bend 307 E. 7th Avenue Tallahassee, FL 32303 (850) 414-0844 FAX #: (850) 414-0852 [email protected]

BREVARD COUNTY

Robert R. Rains 1994 President & CPO United Way of Brevard County 937 Dixon Blvd. Cocoa, FL 32922-6806 (321) 631-2740 FAX #: (321) 631-2007 [email protected]

BROWARD COUNTY

Kathleen Cannon 2012 President & CEO United Way of Broward County 1300 South Andrews Ave. Ft. Lauderdale, FL 33316 (954) 462-4850 x110 FAX #: (954) 462-4877 [email protected]

CENTRAL FLORIDA Hardee/Highlands/Polk

Alan H. Turner II 2015 President & CEO United Way of Central Florida P. O. Box 1357 Highland City, FL 33846 (863) 648-1500 (x. 245) FAX #: (863) 648-1535 [email protected]

CHARLOTTE COUNTY

Carrie Blackwell Hussey 2011 Executive Director United Way of Charlotte County 17831 Murdock Circle, Suite A Port Charlotte, FL 33948 (941) 627-3539 FAX #: (941) 627-3485 [email protected]

CITRUS COUNTY

Amy Meek 2012 President United Way of Citrus County 1205 N.E. 5th Street, Suite A Crystal River, FL 34429 (352) 795-5483; FAX #: (352) 795-5480 [email protected]

COLLIER COUNTY

Steve Sanderson 2012 President & CEO United Way of Collier County 9015 Strada Stell Ct., #204 Naples, FL 34109-4373 (239) 261-7112 FAX #: (239) 261-3955 [email protected]

ESCAMBIA COUNTY

Andrea Krieger 2011 President/CEO United Way of Escambia County 1301 W. Government St. Pensacola, FL 32501 (850) 444-7110 FAX #: (850) 444-7117 [email protected]

FLORIDA KEYS Monroe

Kate Bauer-Jones 2015 President/CPO United Way of the Florida Keys P. O. Box 2143 Key West, FL 33045 (305) 735-1929 [email protected]

HEART OF FLORIDA Orange/Osceola/Seminole

Bob Brown 2006 President & CPO Heart of Florida United Way 1940 Traylor Blvd. Orlando, FL 32804 (407) 835-0900; FAX #: (407) 835-1959 [email protected]

HERNANDO COUNTY

Angie Bonfardino 2014 Executive Director United Way of Hernando County 4030 Commercial Way Spring Hill, FL 34606 (352) 688-2026; FAX #: (352) 688-8336 [email protected]

INDIAN RIVER COUNTY

Michael Kint 2004 Chief Executive Officer United Way of Indian River County P. O. Box 1960 Vero Beach, FL 32961-1960 (772) 567-8900 FAX #: (772) 567-2089 [email protected]

LAKE/SUMTER COUNTY

Dr. Alan Holden 2016 Interim President/CEO United Way of Lake & Sumter Counties 32644 Blossom Lane Leesburg, FL 34788 (352) 787-7530 (x. 226) FAX #: (352) 787-6048 [email protected]

LEE COUNTY Glades/Hendry/Lee/Okeechobee

Cliff Smith 1993 President United Way of Lee, Hendry, Glades & Okeechobee Counties 7273 Concourse Drive Ft. Myers, FL 33908 (239) 433-2000 FAX #: (239) 433-4380 [email protected]

MANATEE COUNTY

Philip Brown 2012 President United Way of Manatee County P. O. Box 109 Bradenton, FL 34206 (941) 748-1313 FAX #: (941) 747-4519 [email protected]

MARION COUNTY

Scot Quintel 2014 President United Way of Marion County 1401 NE 2nd Street Ocala, FL 34470 (352) 732-9696 FAX #: (352) 732-9608 [email protected]

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MARTIN COUNTY

James P. Vojcsik 1999 Executive Director United Way of Martin County P. O. Box 362 Stuart, FL 34995 (772) 283-4800 FAX #: (772) 220-7771 [email protected]

MIAMI-DADE

Harve A. Mogul 1991 President United Way of Miami-Dade The Ansin Building 3250 SW Third Avenue Miami, FL 33129-2712 (305) 860-3000 FAX #: (305) 646-7107 [email protected]

NORTH CENTRAL FLORIDA Alachua/Bradford/Dixie/ Gilchrist/Levy/Union

Deborah Bowie 2015 President & CEO United Way of North Central Florida 6031 NW 1st Place Gainesville, FL 32607-2025 (352) 333-0845 FAX #: (352) 331-2111 [email protected]

NORTHEAST FLORIDA Baker/Clay/Duval/Nassau

Michelle Braun 2014 President & CEO United Way of Northeast Florida P. O. Box 41428 Jacksonville, FL 32203-1428 (904) 390-3200 FAX #: (904) 390-3251 [email protected]

NORTHWEST FLORIDA Bay/Calhoun/Gulf/Holmes/ Jackson/Washington

Bryan Taylor 2007 President United Way of Northwest Florida P. O. Box 586 Panama City, FL 32402 (850) 215-6748 FAX #: (850) 784-2569 [email protected]

OKALOOSA/WALTON COUNTY Okaloosa/Walton

Rick Owen 2016 President and CEO United Way of Okaloosa-Walton Co. 112 Tupelo Avenue Ft. Walton Beach, FL 32548 (850) 243-0315 FAX #: (850) 243-6625 [email protected]

PALM BEACH COUNTY

Laurie George, Ph.D. 2013 President & CEO United Way of Palm Beach Co., Inc. 2600 Quantum Blvd. Boynton Beach, FL 33426 (561) 375-6668 FAX #: (561) 375-6666 [email protected]

Town of PALM BEACH

Beth M. Walton Chief Executive Officer Town of Palm Beach United Way P. O. Box 1141 44 Cocoanut Row, M201 Palm Beach, FL 33480-1141 (561) 655-1919 FAX #: (561) 655-1740 [email protected]

PASCO COUNTY

Duggan Cooley 2011 President & CEO United Way of Pasco County 17230 Camelot Court Land O’Lakes, FL 34638 (727) 835-2024 FAX: (727) 845-3032 [email protected]

PUTNAM COUNTY

Blythe Byrd 2015 Executive Director United Way of Putnam County P. O. Box 981 Palatka, FL 32178 (386) 328-8992 [email protected]

ST. JOHNS COUNTY

Melissa Nelson 2014 Executive Director United Way of St. Johns County P. O. Box 625 St. Augustine, FL 32085-0625 (904) 829-9721 FAX #: (904) 829-9284 [email protected]

ST. LUCIE COUNTY

Karen Knapp 2002 President United Way of St. Lucie County 4800 South US #1 Ft. Pierce, FL 34982 (772) 464-5300 FAX #: (772) 464-7805 [email protected]

SANTA ROSA COUNTY

Guy W. Thompson 1984 Executive Director United Way of Santa Rosa County 6479 Caroline Street, Suite A Milton, FL 32570 (850) 623-4507 FAX #: (850) 626-9584 [email protected]

SOUTH SARASOTA COUNTY

Maryann Terry 2013 Executive Director United Way of South Sarasota 157 Havana Road Venice, FL 34292 (941) 484-4811 FAX#: (941) 408-8795 [email protected]

SUNCOAST Hillsborough/Pinellas/Sarasota/Desoto

Suzanne McCormick 2014 President & CEO United Way Suncoast 5201 W. Kennedy Blvd., Suite 600 Tampa, FL 33609 (813) 274-0907 FAX#: (813) 228-9549 [email protected]

SUWANNEE VALLEY Columbia/Hamilton/Lafayette/Suwannee

Rita Dopp 1999 Executive Director United Way of Suwannee Valley, Inc. 871 S.W. State Road 47 Lake City, FL 32025-0433 (386) 752-5604 FAX #: (386) 752-0105 [email protected]

VOLUSIA-FLAGLER COUNTIES Volusia/Flagler

Dennis Burns 2015 President United Way of Volusia-Flagler Counties 3747 W. Int'l Speedway Blvd. Daytona Beach, FL 32124 (386) 253-0563 FAX #: (386) 253-9517 [email protected]

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LAURYN COLLIER

USA NATIONAL MISS FLORIDA 2016

Lauryn Collier is the reigning USA National Miss Florida,

and she will represent our state at the USA National Miss

Scholarship Organization competition July 11-16, 2016 in

Boca Raton. She received her Bachelor’s degree in Animal

Science from North Carolina State University and is a second year law student at the Florida State University

College of Law. In addition to pursuing her Juris Doctor

degree, she is also pursuing a Graduate certificate in Event

Management from the FSU Graduate School.

Through her platform “Education all around, Mentorship on

the Ground,” she partnered with the United Way of Florida

to offer her voice and visibility in support of local United

Way efforts to provide high-quality early literacy programs

in communities across the state.

As an advocate for the great work local United Ways are

doing in their communities, she will take these experiences

with her as she continues to shine a light on efforts that

improve health, education, and nutritional outcomes. After

earning her Juris Doctor, she hopes to continue her

advocacy work with nonprofits as a lawyer who can also help with event planning, program

planning and fundraising.

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Tax Preparation Assistance and Financial Education

2016 Appropriation to the United Way of Florida

Preliminary Overview

June 2, 2016; Pending United Way of Florida Board of Governors Consideration

Appropriation - 2016 Appropriations Conference Report (HB 5001), Department of Economic Opportunity,

Workforce Services, Line 2177A Workforce Projects: $500,000 - “United Way of Florida - Financial Literacy

and Prosperity Program”.

Guiding Principles

Must serve all 67 counties.

Must engage all Florida United Ways.

Maximum amount of funding should go to local United Ways for direct services.

Contracts will not restrict how funds can/should be used. Instead, they will require achievement of

defined deliverables/outcomes and recipients will have flexibility to use the funds received as they

deem appropriate to achieve those outcomes.

Contracts will be of as little burden as possible, generating necessary data/info while at the same time

freeing up as many resources as possible to provide direct services.

Funding Allocations

State Level Funding & Services - $60,000

o $60,000 targeted to state level will be allocated as follows:

$50,000 - State Support

Funding used to support this position may partially off-set United Way ALICE

costs (ALICE refresh and/or ALICE Statewide Director)

Responsibilities:

o Liaison with Department of Economic Opportunity (DEO)

o Contract Management, Coordination and Technical Assistance

o Grant Evaluation

o Statewide Marketing (if any)

o State contract reports to DEO

o Statewide Partnerships

Lars Gilberts will be the statewide lead, working with the United Way of

Florida.

$10,000 - Up to this amount will be used for trainings, convenings and support.

Local United Way Funding & Services - $440,000

o $400,000 - Each United Way’s base program allocation will be the percentage of total Florida

households under the ALICE Threshold living in the county or counties served by that United

Way multiplied by the $400,000.

Funding will be provided to United Ways with existing free tax programs, which

will be required to partner and subcontract with United Ways without existing

programs to serve all 67 counties. The amount of funding provided by such

subcontract will be - at a minimum - the amount of funding that the contractee

would have otherwise been provided if it had an existing program, unless

contracting at that amount will result in required state contractual benchmarks not

being achieved.

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o $40,000 Supplemental Funding

Funding will be made available to each local United Way which has a base

program allocation less than $10,000 in an amount sufficient to raise the United

Way’s total funding to $10,000. This additional funding is intended to assist in

capacity building over the long tem.

Core Contracts: Contracts between United Way of Florida and Recipient United Ways

IRS and trend data will be used to quantify data deliverables to the greatest extent possible, combined

with data collected by grantees on the people they serve and services they provide.

The United Way of Florida is currently in discussions with the Department of Economic Opportunity

regarding, among others, contract deliverables and reporting requirements surrounding free tax

preparation, financial education, training and budget. The United Way of Florida will update

Florida’s United Ways regarding these issues when they are clarified.

Allocation Note:

Our state appropriation was passed under the premise that it would be used exclusively to expand capacity

of existing programs within the Florida United Way network. Expanding capacity and building

infrastructure allows us to build on programs with an established track record that can serve as a baseline

for measuring success. Consequently, United Ways that did not lead/participate in an initiative last tax

season will be expected to subcontract/partner with a neighboring United Way shown in column B that

did. This partnership could lead to a long term collaborative approach or creation of a new program that

will be eligible for direct funding from the United Way of Florida in future years if we are able to

maintain the appropriation; if we are successful and can show a clear return on investment, we expect to

be well positioned to grow this appropriation over time. (Note: The amount of funding and expected

number of returns for United Ways that did not have an initiative last tax season are included in the total

numbers for the neighboring United Way they will subcontract with, shown in column B, portion

excerpted below.)

Sub-Contractor UW

Current Initiative

Sub-Contractee UW

No Current Initiative

Escambia Santa Rosa

Lee Charlotte

Lee Collier

Martin St. Lucie

Miami-Dade Monroe

North Central Florida Suwannee Valley

Northeast Florida Putnam

Northeast Florida St. Johns

Suncoast South Sarasota

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Contracted

United Ways Contract Amount

Contracted

Returns

Big Bend 10,000 313 Brevard 10,819 338 Broward 38,698 1,209 Central 14,391 450 Citrus 10,000 313 Escambia 10,000 313 Heart of FL 37,914 1,185 Hernando 10,000 313 Indian River 10,000 313 Lake/Sumter 10,000 313 Lee et al 24,095 753 Manatee 10,000 313 Marion 10,000 313 Martin 10,000 313 Miami-Dade 53,752 1,680 N. Central 10,826 338 NE Florida 28,856 902 NW Florida 10,000 313 Okaloosa/Walt 10,000 313 Palm Beach 26,552 830 Pasco 10,080 315 Suncoast 59,696 1,866 Volusia-Flagle 13,166 411 Total $438,844.50 13714

100.00% $ 400,000.00 12,500 $ 400,000.00 $ 38,844.49

UNITED WAY OF FLORIDA Tax Prep Allocation Proposal

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2017 Florida United Ways

Consensus Legislative Agenda

Proposed Priority Issues

Early Learning

Priority issues will be determined at a later date to ensure

alignment with other early learning advocacy partners.

Income/Financial Stability

Tax Preparation Assistance

$1.5 Million Request ($1.2 million per 2016

request + $300,000 for statewide marketing,

leveraging for greater impact, etc…specifics yet

to be determined)

Health Care Access

Community Care for the Elderly

Bipartisan “Florida Plan”

Note: FSECC my be United Way of Florida priority, but not Consensus Agenda

priority.

---------------------------------------------------------------------------------------

Possible Future Issues

K-12 'Transition from School to Work'

Workforce Issues

Workforce Housing

Benefits Cliff

Full Service Schools

Seniors

o Income

o Health

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Proposed UNITED WAY OF FLORIDA, INC.

STRATEGIC PLAN 2014 – 2017

MISSION The mission of the United Way of Florida is to enhance Florida United Ways’ efforts to increase the organized capacity of people to care for one another.

PUBLIC POLICY/ADVOCACY

GOAL 1: Be a leader in building political will and advocating public policies related to education, health, income, human service, and nonprofit issues.

Objective 1: Sustain United Way engagement in developing a proactive, collective, United Way vision and public policy agenda.

Strategies: • Public Policy Team contacts every United Way to discuss Consensus Agenda

outcomes and to identify potential new Consensus Agenda issues.

• PP Team meets regularly develop the proposed Consensus Agenda, discusslegislative circumstances and strategies, and engage advocacy efforts.

Measure: A minimum of 25 Florida United Ways participate in developing the Florida United Way Consensus Legislative Agenda.

Objective 2: Sustain local United Way buy-in to advocate for United Way priorities.

Strategy: United Ways are provided background and Legislative contact information at critical junctures during session – and at other times – to assist in contacting legislators regarding Consensus Agenda priority issues.

Measure: A minimum of 25 Florida United Ways engage in advocacy activity in support of the Florida United Way Consensus Legislative Agenda.

Objective 3: Build local United Way capacity to advocate for United Way priorities.

Strategies: • Survey United Ways regarding their public policy activities, policies and

procedures. • Review surveys with PP Team.• Develop strategies for working with United Ways to enhance their public policy

engagement.

Measure: United Ways gain understanding about how their United Ways compare to other Florida United Ways vis-à-vis public policy engagement.

Objective 4: Achieve favorable action on majority of public policy priorities. Page 23

Strategy: Engage Public Policy Team and United Ways in advocacy efforts to prevail on Consensus Legislative Agenda priority issues.

Measure: United Way Consensus Agenda priority issues show continued movement forward as reflected on a visual continuum of progress.

RESOURCE DEVELOPMENT

GOAL 2: Facilitate generation of additional resources for Florida’s United Ways.

Objective 1: Identify and pursue opportunities for enhanced local United Way resource development.

Strategy: Work with United Ways to identify and approach at least one corporation from the ALICE Corporate Engagement Survey.

Measure: At least one corporation with a statewide or regional Florida footprint is identified and approached to explore opportunities for better United Way engagement.

Objective 2: Initiate statewide/multi-United Way resource development efforts that will further local United Way community impact priorities

Strategies: • Identify potential grants that will assist United Ways, determine if those United

Ways are interested in pursuing the opportunity, draft and submit or assist United Ways draft and submit funding proposals.

• Collect local United Way community impact data - initiatives and outcomes.

Measure: Grant or other funding is secured to support multi-United Way community impact activities are secured.

ALICE - ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED

GOAL 3: Position United Way as the state’s leading advocate for the ALICE Population by promoting policies, investments and partnerships that create communitywide stability.

Objective 1. Impact legislation that supports United Way efforts to assist the ALICE population.

Strategies: • Highlight ALICE in the Consensus Legislative Agenda.• Incorporate ALICE stories in Consensus Legislative Agenda issue papers.• Use ALICE Report data in testimony, legislative and staff discussions, etc. to

support Consensus Agenda issues.

Measures:

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• State policy makers refer to the United Way and/or its ALICE Report inconversations and deliberations.

• United Way of Florida and local United Ways meet with local elected officialsto inform them about the ALICE Report, their United Way efforts to assistALICE, and policy issues affecting the ALICE population.

• Local and state policy makers target legislation and administrative policies tothe ALICE Population; working individuals above poverty.

Objective 2. Support statewide and local ALICE launch and sustainability efforts.

Strategy: The ALICE Statewide Director is in regular contact with local United Ways to help develop and implement strategies to achieve this objective in local communities through technical assistance, facilitated networking, exchange of promising practices, and other customized assistance.

Measures: • At least 20 of Florida’s United Ways successfully launch the ALICE Report.• At least 25 of Florida’s United Ways benefit from ALICE Statewide

Coordinator’s direct assistance.• At least 25 of Florida’s United Ways financially support ALICE sustainability

funding.

Objective 3. Develop and support corporate and non-profit partnerships that support United Ways’ individual and collective funding and community impact.

Strategies: • Develop and support partnerships with statewide non-profits and associations to

increase local United Ways’ easy access to information, agencies and resources that intersect with their local community impact priorities.

• Support local United Ways and the Corporate Engagement Committee inidentifying and engaging current and new business partners.

Measures: • At least 10 state and/or national agencies, non-profits and associations are

actively engaged with local United Ways in an increasingly coordinated and standardized manner.

• At least 15 businesses increase their financial, programmatic or volunteerengagement with a local United Way.

TRAINING, BEST PRACTICES, INTRA-STATE UNITED WAY COMMUNICATIONS (This was the Network & Training section of the 2011-2014 Strategic Plan)

GOAL 4: Provide training, networking, and information sharing opportunities that support achievement of local and statewide United Way objectives.

Objective 1: Continue popular, high-quality, low-cost training for members.

Strategies: Page 25

• Convene Staff/Volunteer Leaders Conference every other year.• Convene at least five statewide Roundtables in years when not convening a

Staff/Volunteer Conference.

Measure: At least 95 percent of Conference/Roundtable participants report at least a 4.5 satisfaction rating (out of a 5.0 scale) for trainings in which they have participated.

Objective 2: Maximize opportunities for sharing of best practices among United Ways.

Strategies: • Continue to build the United Way of Florida Members Only website pages

containing resource materials and best practice information and examples. • Information regarding the variety of resources available on the United Way of

Florida’s website Members Only section is provided on a regular basis to local United Way staff.

• Convene Staff/Volunteer Leaders Conference every other year.• Convene at least five statewide Roundtables in years when not convening a

Staff/Volunteer Conference.

Measures: • The Members Only section of the United Way of Florida website is accessed on

an increasing basis over time, according to Google Analytics. • Ninety percent of participants at statewide United Way of Florida training

events report that they gain insight into new opportunities for energizing at least one of their operational practices.

DISASTER PREPAREDNESS, RESPONSE & RECOVERY

GOAL 5: Facilitate a system for coordinating Florida United Way preparation for, and response to, disasters.

Objective 1: Assist United Ways as they prepare for and respond to disasters.

Strategy: Update and inform United Way staff about the disaster preparedness, response and recovery tools and information in the Disaster section of the United Way of Florida website.

Measure: 90 percent of local United Ways that access the Disaster section of the United Way of Florida website report that it has been useful.

Objective 2: Support United Ways when local, regional, or statewide natural or man-made disasters strike.

Strategy: Mobilize all United Way of Florida resources to assist local United Ways in the event of a disaster, as needed.

Measure: All United Ways report the United Way of Florida offered assistance and, if needed, supports in advance of, during, and after statewide or regional disasters.

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A AC AD AE AF AG AH AI AJ

Current Dues Formula (.002027 x Adj. Campgn Prod

No Raises

As of

4/30/2015

As of

5/31/2016No Training ($17,500 in 2015/16)…Back in 2017/18

BUDGET ACTUAL BUDGET ACTUAL BUDGET $$$ %%% Reserves Used ($10,353 vs. $14,100 in 2015/16)

CODE # INCOME

401 20,000 20,000 Administrative Fees: $13,000 - CW; $7,000 - SD

405 2,250 5,400 2,700 2,010 2,700 0 0% Board Meetings: 3 Mtgs x 30 members x $30 per member = $2,700406 0 0 4,500 3,600 4,000 -500 -11% Hill Days: 44 registrants x $90 per person = $4,000415 313,182 269,138 316,366 294,566 314,150 -2,216 -1% Membership Dues417 1,000 1,000 Other Contributions

475 300 76 100 61 50 -50 -50% Interest

480 32,101 45,364 37,339 5,614 10,353 -26,986 -72% Miscellaneous - $10,353 from reserves

347,833 319,978 361,005 305,851 352,253 -8,752 -2% TOTAL INCOME

1.8% 7.2% 1.3%

CODE # EXPENSES

656 204,332 167,982 209,998 192,011 209,998 0 0% Salaries: Pres. - $129,030; COO - $65,518; P/T - $15,450660 48,310 42,937 50,346 49,646 55,229 4,883 10% Benefits: Pres. - $31,741; COO - $22,097; P/T - $1,391670 24,211 19,803 24,181 22,469 24,181 0 0% Payroll Taxes: Pres. - $14,118; COO - $7,785; P/T - $2,278705 7,600 7,276 7,600 7,519 9,250 1,650 22% Audit Fees & Bookkeeper706 100 69 100 83 100 0 0% Bank Charges710 17,500 17,500 17,500 17,500 0 -17,500 -100% Training Contract715 200 1,289 1,000 264 400 -600 -60% Printing Services725 1,000 0 1,000 207 1,000 0 0% Computer Supp. & Equipment730 500 0 500 0 0 -500 -100% Professional Development735 14,000 10,189 14,000 18,336 18,000 4,000 29% Statewide Travel740 1,500 1,025 1,500 1,360 1,700 200 13% Prof. Societies/Dues745 4,600 3,802 4,600 4,646 4,800 200 4% Legislative Subs/Ref Materials755 3,000 7,168 2,700 1,725 2,700 0 0% Board & CPO Meetings770 0 0 4,500 3,637 4,000 -500 -11% Hill Days780 700 500 700 500 1,000 300 43% Telephone787 2,000 1,971 2,500 2,140 2,500 0 0% Cellular Phone788 0 0 0 0 0 0 Fax789 1,000 450 1,000 584 1,615 615 62% On-Line Service/Server Access & Website Management790 200 95 200 115 150 -50 -25% Postage 795 50 73 50 0 0 -50 -100% Express Mail800 1,300 1,212 1,300 1,517 1,500 200 15% Office Supplies810 0 0 0 0 0 0 Equipment Rental815 200 0 200 0 100 -100 -50% Equipment Maint./Repairs820 11,330 5,655 11,330 5,655 11,330 0 0% Occupancy825 2,200 887 2,200 963 1,700 -500 -23% Insurance900 2,000 17,196 2,000 95 1,000 -1,000 -50% Miscellaneous

347,833 307,079 361,005 330,972 352,253 -8,752 -2% TOTAL EXPENSES

Budget 12,899 -25,121 - 0

2015 - 20162014-2015

Proposed

2016 - 2017Over/(Under) 2015-2016

Budget

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2% Raises

As of

4/30/2015

As of


BUDGET ACTUAL BUDGET ACTUAL BUDGET $$$ %%% Reserves Used ($15,674 vs. $14,100 in 2015/16)

CODE # INCOME



475 300 76 100 61 50 -50 -50% Interest


347,833 319,978 361,005 305,851 357,574 -3,431 -1% TOTAL INCOME

1.8% 7.2% 2.8%

CODE # EXPENSES

656 204,332 167,982 209,998 192,011 214,198 4,200 2% Salaries: Pres. - $131,611; COO - $66,828; P/T - $15,759660 48,310 42,937 50,346 49,646 56,048 5,702 11% Benefits: Pres. - $32,376; COO - $22,254; P/T - $1,418670 24,211 19,803 24,181 22,469 24,483 302 1% Payroll Taxes: Pres. - $14,242; COO - $7,929; P/T - $2,311705 7,600 7,276 7,600 7,519 9,250 1,650 22% Audit Fees & Book Keeper706 100 69 100 83 100 0 0% Bank Charges710 17,500 17,500 17,500 17,500 0 -17,500 -100% Training Contract715 200 1,289 1,000 264 400 -600 -60% Printing Services725 1,000 0 1,000 207 1,000 0 0% Computer Supp. & Equipment730 500 0 500 0 0 -500 -100% Professional Development735 14,000 10,189 14,000 18,336 18,000 4,000 29% Statewide Travel740 1,500 1,025 1,500 1,360 1,700 200 13% Prof. Societies/Dues745 4,600 3,802 4,600 4,646 4,800 200 4% Legislative Subs/Ref Materials755 3,000 7,168 2,700 1,725 2,700 0 0% Board & CPO Meetings770 0 0 4,500 3,637 4,000 -500 -11% Hill Days780 700 500 700 500 1,000 300 43% Telephone787 2,000 1,971 2,500 2,140 2,500 0 0% Cellular Phone788 0 0 0 0 0 0 Fax789 1,000 450 1,000 584 1,615 615 62% On-Line Service/Server Access & Website Management790 200 95 200 115 150 -50 -25% Postage 795 50 73 50 0 0 -50 -100% Express Mail800 1,300 1,212 1,300 1,517 1,500 200 15% Office Supplies810 0 0 0 0 0 0 Equipment Rental815 200 0 200 0 100 -100 -50% Equipment Maint./Repairs820 11,330 5,655 11,330 5,655 11,330 0 0% Occupancy825 2,200 887 2,200 963 1,700 -500 -23% Insurance900 2,000 17,196 2,000 95 1,000 -1,000 -50% Miscellaneous

347,833 307,079 361,005 330,972 357,574 -3,431 -1% TOTAL EXPENSES

Budget 12,899 -25,121 - 0 End of Year Over/Under

Proposed

2016 - 2017Over/(Under) 2015-2016

Budget

2015 - 20162014-2015

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4% Raises

As of

4/30/2015

As of


BUDGET ACTUAL BUDGET ACTUAL BUDGET $$$ %%% Reserves Used ($20,918 vs $14,100 in 2015/16)

CODE # INCOME



475 300 76 100 61 50 -50 -50% Interest


347,833 319,978 361,005 305,851 362,818 1,813 1% TOTAL INCOME

1.8% 7.2% 4.3%

CODE # EXPENSES

656 204,332 167,982 209,998 192,011 218,398 8,400 4% Salaries: Pres. - $134,191; COO - $68,139; P/T - $16,068660 48,310 42,937 50,346 49,646 56,790 6,444 13% Benefits: Pres. - $33,011; COO - $22,333; P/T - $1,446670 24,211 19,803 24,181 22,469 24,785 604 2% Payroll Taxes: Pres. - $14,366; COO - $8,073; P/T - $2,345705 7,600 7,276 7,600 7,519 9,250 1,650 22% Audit Fees & Book Keeper706 100 69 100 83 100 0 0% Bank Charges710 17,500 17,500 17,500 17,500 0 -17,500 -100% Training Contract715 200 1,289 1,000 264 400 -600 -60% Printing Services725 1,000 0 1,000 207 1,000 0 0% Computer Supp. & Equipment730 500 0 500 0 0 -500 -100% Professional Development735 14,000 10,189 14,000 18,336 18,000 4,000 29% Statewide Travel740 1,500 1,025 1,500 1,360 1,700 200 13% Prof. Societies/Dues745 4,600 3,802 4,600 4,646 4,800 200 4% Legislative Subs/Ref Materials755 3,000 7,168 2,700 1,725 2,700 0 0% Board & CPO Meetings770 0 0 4,500 3,637 4,000 -500 -11% Hill Days780 700 500 700 500 1,000 300 43% Telephone787 2,000 1,971 2,500 2,140 2,500 0 0% Cellular Phone788 0 0 0 0 0 0 Fax789 1,000 450 1,000 584 1,615 615 62% On-Line Service/Server Access & Website Management790 200 95 200 115 150 -50 -25% Postage 795 50 73 50 0 0 -50 -100% Express Mail800 1,300 1,212 1,300 1,517 1,500 200 15% Office Supplies810 0 0 0 0 0 0 Equipment Rental815 200 0 200 0 100 -100 -50% Equipment Maint./Repairs820 11,330 5,655 11,330 5,655 11,330 0 0% Occupancy825 2,200 887 2,200 963 1,700 -500 -23% Insurance900 2,000 17,196 2,000 95 1,000 -1,000 -50% Miscellaneous

347,833 307,079 361,005 330,972 362,818 1,813 1% TOTAL EXPENSES

Budget 12,899 -25,121 - 0 End of Year Over/Under

2015 - 20162014-2015

Proposed

2016 - 2017Over/(Under) 2015-2016

Budget

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UNITED WAY OF FLORIDA FINAL

2016 - 2017

FUND 1 - Proposed Operating Budget

CYS Formula (.001927 x CYS); Effective 7-1-16

2% Raises

As of 4/30/2015As of 5/31/2016

Training ($5,000)…Back to $17,500 in 2017/18

BUDGET ACTUAL BUDGET ACTUAL BUDGET $$$ %%% No Reserves Used

CODE # INCOME


405 2,250 5,400 2,700 2,010 2,700 0 0% Board Meetings: 3 Mtgs x 30 members x $30 per member = $2,700

406 0 0 4,500 3,600 4,000 -500 -11% Hill Days: 44 registrants x $90 per person = $4,000

415 313,182 269,138 316,366 294,566 351,270 34,904 11% Membership Dues

417 1,000 1,000 Other Contributions

475 300 76 100 61 50 -50 -50% Interest

480 32,101 45,364 37,339 5,614 1,000 -36,339 -97% Miscellaneous

347,833 319,978 361,005 305,851 380,020 19,015 5% TOTAL INCOME

1.8% 7.2% 9.3%

CODE # EXPENSES

656 204,332 167,982 209,998 192,011 214,198 4,200 2% Salaries: Pres. - $131,611; COO - $66,828; P/T - $15,759660 48,310 42,937 50,346 49,646 56,048 5,702 11% Benefits: Pres. - $32,376; COO - $22,254; P/T - $1,418670 24,211 19,803 24,181 22,469 24,483 302 1% Payroll Taxes: Pres. - $14,242; COO - $7,929; P/T - $2,311705 7,600 7,276 7,600 7,519 9,250 1,650 22% Audit Fees & Bookkeeper706 100 69 100 83 100 0 0% Bank Charges710 17,500 17,500 17,500 17,500 5,000 -12,500 -71% Training Contract715 200 1,289 1,000 264 400 -600 -60% Printing Services725 1,000 0 1,000 207 1,000 0 0% Computer Supp. & Equipment730 500 0 500 0 0 -500 -100% Professional Development735 14,000 10,189 14,000 18,336 18,000 4,000 29% Statewide Travel740 1,500 1,025 1,500 1,360 1,700 200 13% Prof. Societies/Dues745 4,600 3,802 4,600 4,646 4,800 200 4% Legislative Subs/Ref Materials755 3,000 7,168 2,700 1,725 2,700 0 0% Board & CPO Meetings770 0 0 4,500 3,637 4,000 -500 -11% Hill Days780 700 500 700 500 1,000 300 43% Telephone787 2,000 1,971 2,500 2,140 2,500 0 0% Cellular Phone788 0 0 0 0 0 0 Fax789 1,000 450 1,000 584 1,615 615 62% On-Line Service/Server Access & Website Mgmt.790 200 95 200 115 150 -50 -25% Postage 795 50 73 50 0 0 -50 -100% Express Mail800 1,300 1,212 1,300 1,517 1,500 200 15% Office Supplies810 0 0 0 0 0 0 Equipment Rental815 200 0 200 0 100 -100 -50% Equipment Maint./Repairs820 11,330 5,655 11,330 5,655 11,330 0 0% Occupancy825 2,200 887 2,200 963 1,700 -500 -23% Insurance900 2,000 17,196 2,000 95 1,000 -1,000 -50% Miscellaneous

347,833 307,079 361,005 330,972 362,574 1,569 0.4% TOTAL EXPENSES

Budget 12,899 -25,121 17,446 17,446 End of Year Over/Under

Over/(Under) 2015-2016

Budget

2014-2015 2015 - 2016

Proposed

2016 - 2017

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UNITED WAY OF FLORIDA FINAL

2016 - 2017

FUND 1 - Proposed Operating Budget

6 Mo.CYS Formula (.001927 x CYS); Effective 1-1-17

2% Raises

As of 4/30/2015As of 5/31/2016

No Training

BUDGET ACTUAL BUDGET ACTUAL BUDGET $$$ %%% No Reserves Used

CODE # INCOME


405 2,250 5,400 2,700 2,010 2,700 0 0% Board Meetings: 3 Mtgs x 30 members x $30 per member = $2,700

406 0 0 4,500 3,600 4,000 -500 -11% Hill Days: 44 registrants x $90 per person = $4,000

415 313,182 269,138 316,366 294,566 328,854 12,488 4% Membership Dues

417 1,000 1,000 Other Contributions

475 300 76 100 61 50 -50 -50% Interest

480 32,101 45,364 37,339 5,614 1,000 -36,339 -97% Miscellaneous

347,833 319,978 361,005 305,851 357,604 -3,401 -1% TOTAL INCOME

1.8% 7.2% 2.8%

CODE # EXPENSES

656 204,332 167,982 209,998 192,011 214,198 4,200 2% Salaries: Pres. - $131,611; COO - $66,828; P/T - $15,759660 48,310 42,937 50,346 49,646 56,048 5,702 11% Benefits: Pres. - $32,376; COO - $22,254; P/T - $1,418670 24,211 19,803 24,181 22,469 24,483 302 1% Payroll Taxes: Pres. - $14,242; COO - $7,929; P/T - $2,311705 7,600 7,276 7,600 7,519 9,250 1,650 22% Audit Fees & Bookkeeper706 100 69 100 83 100 0 0% Bank Charges710 17,500 17,500 17,500 17,500 0 -17,500 -100% Training Contract715 200 1,289 1,000 264 400 -600 -60% Printing Services725 1,000 0 1,000 207 1,000 0 0% Computer Supp. & Equipment730 500 0 500 0 0 -500 -100% Professional Development735 14,000 10,189 14,000 18,336 18,000 4,000 29% Statewide Travel740 1,500 1,025 1,500 1,360 1,700 200 13% Prof. Societies/Dues745 4,600 3,802 4,600 4,646 4,800 200 4% Legislative Subs/Ref Materials755 3,000 7,168 2,700 1,725 2,700 0 0% Board & CPO Meetings770 0 0 4,500 3,637 4,000 -500 -11% Hill Days780 700 500 700 500 1,000 300 43% Telephone787 2,000 1,971 2,500 2,140 2,500 0 0% Cellular Phone788 0 0 0 0 , 0 Fax789 1,000 450 1,000 584 1,615 615 62% On-Line Service/Server Access & Website Mgmt.790 200 95 200 115 150 -50 -25% Postage 795 50 73 50 0 0 -50 -100% Express Mail800 1,300 1,212 1,300 1,517 1,500 200 15% Office Supplies810 0 0 0 0 0 0 Equipment Rental815 200 0 200 0 100 -100 -50% Equipment Maint./Repairs820 11,330 5,655 11,330 5,655 11,330 0 0% Occupancy825 2,200 887 2,200 963 1,700 -500 -23% Insurance900 2,000 17,196 2,000 95 1,000 -1,000 -50% Miscellaneous

347,833 307,079 361,005 330,972 357,574 -3,431 -1.0% TOTAL EXPENSES

Budget 12,899 -25,121 30 30 End of Year Over/Under

Proposed

2016 - 20172014-2015 2015 - 2016

Over/(Under) 2015-2016

Budget

Page 31

Mtr UW NAME

Actual 2016 Dues

Cal. Year UWs

(.002027)

Actual 2015-16

Dues FY UWs

(.002027)

2014 CYS

(from DB2)

Estimated

2016 Dues

Cal. Year UWs

(2014 CYS x .001927)

Estimated

2015-16 Dues

FY UWs

[2014 CYS x .001927]

DIFFERENCE (Current Formula vs. Proposed Formula

Estimates)

1 Heart of Florida $34,868 $23,314,531 $44,927 $10,059

1 Lee $18,213 $9,316,967 $17,954 -$259

1 Northeast Florida $43,178 $25,446,390 $49,035 $5,857

2 Big Bend $8,612 $4,540,562 $8,750 $138

2 Brevard $12,809 $7,715,150 $14,867 $2,058

2 Central Florida $17,888 $9,605,901 $18,511 $623

3 Collier $4,793 $2,473,395 $4,766 -$26

3 Escambia $4,350 $3,056,269 $5,889 $1,540

3 Martin $5,298 $3,048,663 $5,875 $577

3 North Central FL $6,960 $3,813,020 $7,348 $388

3 Volusia-Flagler $4,604 $3,204,173 $6,174 $1,570

4 Lake & Sumter $2,477 $1,279,600 $2,466 -$11

4 Marion $3,741 $1,983,347 $3,822 $81

4 Northwest Florida $2,049 $1,248,568 $2,406 $357

4 Okaloosa-Walton $2,276 $1,983,265 $3,822 $1,545

4 Pasco $2,921 $0 -$2,921

4 St. Johns $2,228 $1,111,513 $2,142 -$86

5 Charlotte $1,705 $1,687,542 $3,252 $1,547

6 Citrus $0 $0

6 Hernando $1,324 $663,503 $1,279 -$46

6 South Sarasota $1,075 $533,677 $1,028 -$47

7 Florida Keys $622 $330,380 $637 $15

7 Santa Rosa $720 $358,000 $690 -$30

7 Suwannee Valley $957 $921,424 $1,776 $819

8 Putnam $403 $198,913 $383 -$20

1 Broward $24,215 $18,090,566 $34,861 $10,646

1 Miami-Dade $34,000 $34,276,086 $34,000 $0

1 Palm Beach County $21,767 $16,032,445 $30,895 $9,127

1 Suncoast $40,802 $22,660,415 $43,667 $2,865

3 Indian River $5,093 $2,578,184 $4,968 -$125

3 Manatee $4,119 $2,174,629 $4,191 $724 St. Lucie $2,810 $1,430,040 $2,756 -$54

0.002 Operating Dues 0.0019 Operating Dues

0.000027 ACC 0.000027 ACC

0.002027 Total 0.001927 Total

CURRENT FORMULA

(Based on "Campaign" x .002027)

PROPOSED FORMULA ESTIMATES

(Based on "CYS" x .001927)

Page 32

United Way of Florida Board of Governors 2016-2017 FINAL SLATE

(Highlighted names are new nominees and/or nominees for second terms)

2016-2017 OFFICERS: Chair Thom Epsky, Commissioner, State of Florida Reemployment

Assistance Appeals Commission Chair-Elect Suzanne McCormick, President/CEO, United Way Suncoast Secretary/Treasurer Andy Griffiths, School Board Member District 2

2016-2017 BOARD OF GOVERNORS

Volunteers (9): Representing Metro Term EndingDate

Paul Daly .............................. United Way of Broward County ..................... I ................1....................2017 Jeanette Wilk Yaeger ........... United Way of the Big Bend ......................... II ...............2....................2018 Adrian Laffitte ..................... United Way of Brevard County ..................... II ...............1....................2017 John Attaway ....................... United Way of Central Florida ...................... II ...............1....................2017 Robert (Bob) Thompson ...... United Way of Manatee County .................. III ...............2....................2019 Debbie Mason ...................... United Way of North Central Florida ........... III ...............1....................2017 Hon. Thomas D. Epsky ........ United Way of St. Lucie County .................. IV ...............2....................2018 Shawn Foster ........................ United Way of Pasco County ....................... IV ...............1....................2018 Andy Griffiths ...................... United Way of the Florida Keys ..................VII ...............1....................2018

CEOs (8): Not eligible for 2nd term Representing Metro Term EndingDate

Michelle Braun..................... United Way of Northeast Florida .................... I ................1.................... 2019 Laurie George ...................... United Way of Palm Beach County ................ I ................1.................... 2017 Suzanne McCormick ............ United Way Suncoast ...................................... I ................1.................... 2018 Katrina Rolle ........................ United Way of the Big Bend ......................... II ................1.................... 2019 Philip Brown ........................ United Way of Manatee County ................... III ................1.................... 2018 Scot Quintel.......................... United Way of Marion County ..................... IV ................1.................... 2019 Amy Meek............................ United Way of Citrus County ....................... VI ................1.................... 2017 Angie Bonfardino ................. United Way of Hernando County ................. VI ................1.................... 2019

Bylaws require 15-20 Governors (9-12 Volunteers; 6-8 CEOs) 2016-2017 Board composition per above: 9 Volunteers & 8 CEOs

Page 33

l

2016-2017 BOARD OF GOVERNORS

GEOGRAPHICAL REPRESENTATION

l = Identifies United Ways represented on the United Way of Florida Board of Governors

l ll

l

l

l

l

l l

l METRO SIZE DIVERSITY l

ll

METRO # OF # OF l

SIZE GOVERNORS MBR. UWs

I ........................... 5..........................6 l

II ......................... 3..........................4 III ....................... 6 ..........................8 IV ........................ 3 ..........................6 ...................... ..................... V 0l VI ........................ 1 ..........................4 VII....................... 1 ..........................2 VIII .................... 0 ..........................1

METRO SIZE DIVERSITY METRO # OF # OF SIZE GOVERNORS MBR. UWs I ........................... 4..........................7 II ......................... 4..........................3 III ....................... 3 .......................... 7 IV ........................ 3 .......................... 7 V ......................... 0 .......................... 1 VI ....................... 2 .......................... 3 VII ...................... 1 .......................... 3 VIII .................... 0 .......................... 1 IX ....................... 0 .......................... 0

Total .............. 17 .................... 32

Page 34

2016-2017 MEETING DATES AND LOCATIONS

BOARD OF GOVERNORS &

CHIEF EXECUTIVE OFFICERS

OCTOBER MEETING Event: BOG/CEO MEETING Date: October 6 - 7, 2016

City: Orlando, Florida

FEBRUARY MEETING Event: BOG/CEO MEETING

Date: February 21 - 22, 2017 (in conjunction with Capitol Day)

City: Tallahassee, Florida

JUNE MEETING Event: BOG/CEO MEETING

Date: June 16, 2017 (in conjunction with UWOF Leaders Conference)

City: Orlando, Florida

REGISTRATION INFORMATION: Registration form and logistical information will be e-mailed to you 3-4

weeks prior to each meeting.

MEETING MATERIALS: E-mailed and posted in the Members Only section of the UWOF website 1 week prior

to the meeting.

For further information, please call Laurel McCarty at (850) 488-8287.

United Way of Florida, Inc.

307-B East Seventh Avenue Tallahassee, FL 32303

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