United Way of Greater Cincinnati

Channeling Influence Into Action Living Your Legacy

Tocqueville Growth and Engagement

• World Class Arts Institutions

– Strong Arts Campaign raising $12 million for 110 organizations

• Professional Baseball and Football Teams

• Nationally Ranked Universities and Colleges

• Hospital Systems with Strong Research Capacity

• Growing YP Presence

• s

• The Region is Home to 10 Fortune 500 Companies

• Revitalized Downtown and Riverfront – Hosting All Star Game in 2015

• Independent Restaurants and Local Chefs Gaining National Prominence

• Strong Local Attractions: Zoo, Museums, Waterparks, Aquarium, Casino, Amusement Park

Metropolitan Statistical Area: 27th Largest Metro in the U.S. with 2.14 Million People

CINCINNATI AT A GLANCE: A LIVEABLE AND VIBRANT MIDWESTERN CITY

ONE OF THE LARGESTTOCQUEVILLE SOCIETIES IN THE COUNTRY

Founding

• Founded in 1985 with 13 Members (5 current members)

• Company Driven

• One Annual Gathering

Tocqueville Award Established

Current State

• More than 900 members

• Donating $13.3 Million

• Member Driven – Members Recruit/Advocate New Members

• Diverse Menu of Engagement Opportunities

– Unique Affinity Groups

– Strong Pipeline

– Growing Brand Recognition

 

UNDERSTAND AND SELL THE VALUE OF THE NETWORK WHILE BUILDING THE BRAND

Give the member a unique and safe network or experience that no other organization can provide on a large scale. Learn, Work, Play!

The Cincinnati Tocqueville Society is the premiere leadership platform in the region.

Crosses all geographies, industries, ages, gender, religions, ethnicities.

As the brand builds – the flywheel will bring members to you.

Structure/balance engagement opportunities around common themes of Learn, Work, Play. A.G., Lafley, CEO, P&G

OUR PATH, OUR PLAN

People, Product & Passion

• Have a Product(s) to Sell

• Identify Prospects Aligned with the Product(s)

• Enlist/Train Solicitors Who Are Passionate about the Product

• Couple with a Challenge Match

TOCQUEVILLE SOCIETY:LEADERSHIP STRUCTURE

Tocqueville Advisory Council: Strategy and Content

• Launched in 2011 to Oversee Strategic Direction, Governance, Retention

• Mission/Vision Statement: Channeling Influence Into Action

• Tag Line: Living Your Legacy

• 3 A’s PlatformAlly: NetworkingAlign: Learning OpportunitiesAct: Using Collective Influence

• Membership Survey Key Results: Significant Engagement and Educational Series Developed and Implemented.

Tocqueville Cabinet: Sales/Retention

• Identifies and Cultivates New Members

• Identifies and Cultivates New Segments

Record-breaking results in:

• 2011 161 New Members (54 WLC)

• 2012 139 New Members (35 WLC)

• 2013 138 New Members (47 WLC)

• 2014 130 New Members (28 WLC)

• Advocates Within Their Industry/Sphere of Influence

Cabinet activity and solicitation February 1 – January 31

PATH TO TOCQUEVILLE ENGAGEMENT: LEARN, WORK, PLAY

Employed by the Top 25 -

Non

CEOs (324)36%Accoun-

tants6%Activist / Non

Workplace5%CEOs

(181)20%

Lawyers (63)7%

Other (117)13%

Retired (108)12%

Lists

Recognize LuncheonsNetworking

RewardInformConnect

Engage Advocate Educate Inspire

InfluenceChange

Impact

UNDERSTAND THE CHANGING NEEDS OF YOUR MEMBERSHIP

Survey, Analyze, Adapt! Resulted In: Tocqueville on the RoadSurvey of membership in 2010 yielded

three distinct themes and one over-arching comment. Quotes follow:

“Work does not permit me to attend the day time events – do something in the evening hours outside of the downtown location.”

“Like the speakers at the lunches – wish there was more networking time.”

“Happy to write the check, why aren’t you using my brain?”

And throughout each of the these statements: want a stronger connection – “How can I plug in?”

An evening series outside of downtown that alternates between networking and deep dive sessions on specific topics.

Learn & Play

Beyond the Check (Learn)

Brief 45 minute gatherings to engage new and longstanding members on programs and progress

SEGMENTATION IS KEY

Unique Affinity Groups WLC: Women’s Self-sufficiency, Networking, Professional Development, Book, Travel and Tennis Groups

• Women’s Leadership Council258 Tocqueville women giving $2.8 million

• Hispanic Leadership Society55 members giving $267,000

• Tocqueville Riders101 riders giving more than $1.6 million

• Herbert R. Brown Society(African American Membership)363 members giving $762,000

UNDERSTAND AND SELL THE VALUE OF THE NETWORK WHILE BUILDING THE BRAND

First Tuesday Lunches (Learn)

Held: First Tuesday of each month September – June

Speaker: Member only

Topic: Speakers choice

Cost: Full sponsorship $50,000/year

Attendance: At capacity 225

United Way Message: CEO and speaker (brief)

Member Message: Recent awards noted

Tocqueville Updates: New members introduced, Legacy Gifts recognized

Program Updates: Events highlighted on calendars

Prospects: Welcomed with member (limited seating)

ENGAGEMENT IS BROAD, INCLUSIVE, INTEREST AND PASSION DRIVEN

Tocqueville Riders – 4 Rides in 2014

Women's Tennis, Travel & Book Groups

Tocqueville University

Under consideration:Core curriculum is framed around the community’s Bold Goals

So that:Members have an enhanced understanding of the issues, needs, challenges and strategies.

Foster unconventional collaboration to solve problems

Convene leaders who share a common bond of interest, talents and networks.

Million Dollar Roundtable (19 members) $1,000,000 – $1,999,999

Commitments payable within 5 years

• Outright Gift• Donating appreciated stock or life insurance policy • Up-front Pledge or Challenge Grant through cash or appreciated stock• Giving an irrevocable planned gift in which United Way of Greater Cincinnati is the sole owner and beneficiary

Successful Roundtable Investments – Raising the Bar

MAJOR & PRINCIPAL GIFT INVESTMENT

Two Million Dollar Roundtable (1 member) $2,000,000 – $2,999,999

Three Million Dollar Roundtable (2 members) $3,000,000 – $3,999,999

Four Million Dollar Roundtable (2 members) $4,000,000 – $4,999,999

MAJOR & PRINCIPAL GIFT INVESTMENT

New Opportunities – Million Dollar Roundtable Advisory Cabinet

A group of MDR members came together in 2012 for the purpose of identifying a strategy to increase Million Dollar Roundtable membership

• Outcome: Creation of two new local Roundtable recognition levels

• William Cooper Procter Roundtable ~ $500,000 payable within 5 years

• Frederick A. Geier Roundtable~$250,000 payable within 5 years

Successes to Date:Members

(as of 3/1/15)Total

Commitments

William Cooper Procter4 $2,000,000

Frederick A. Geier4 $1,000,000

Newest Opportunity – Major Gifts Cabinet

Founded in 2014 for the purpose of building a pipeline to increase Major and Principal gift investment

• 2015: Introduction of the UWGC Centennial Society

• Annual gifts at $25,000 - $249,999

2014 Baseline = 61

members

2015 Goal = 100

members

MAJOR & PRINCIPAL GIFT INVESTMENT

Planting the seeds for future growth…

Next steps for the next 100 years…

Dollars Raised (in Millions)

Tocqueville Giving

1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

3.1

5.15.4

6.9

7.7 7.88.4

8.9

9.9

10.7 10.9

12.0

11.211.8

11.1

13.3

Our Plan

• 1999 – Create Challenge Match that Funded a Product that Started a Conversation.

• Apply Human Resources Coupled with Known Champions.

• Offer a Network that Did Not Exist in Large Scale

• Build Brand Using a One on Many Approach

• First Engage the Mind then the Heart and then make the Ask

• Learn, Work, Play!

OUR PLAN, OUR PATH – INTO THE FUTURE