TAUW 2023 Philanthropie Magazine

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PHILANTHROPIE

2022: 35 YEARS OF TOCQUEVILLE IN TULSA

Tulsa Area United Way
CONTENTS 3 Tocqueville Society History 4 A Message From The CEO 6 Meet The 2023 Fundraising Campaign Chairs 7 Year In Review 9 2023 Events 10 Success Stories 13 Message from Tocqueville Society Committee Chairs 14 Benefits of Tocqueville Society Membership 15 Unite Forever Endowment + Centennial Society 16 Registry

OUR HISTORY & COMMITMENT TO OUR COMMUNITY

TULSA AREA UNITED WAY created the Tocqueville Society in 1987 to foster, promote and recognize voluntary community service and personal giving.

Tocqueville Society members are philanthropic leaders who, through generous gifts of $10,000 or more, demonstrate our commitment to tackling the community’s most pressing problems. Together we open pathways to action, funding innovative solutions and a safety net to help those in need by improving health, expanding education, growing livelihoods, and increasing access to essential needs.

The Society is named after the 19th-century French political thinker and historian Alexis de Tocqueville who recognized the importance of voluntary action on behalf of the common good. Tocqueville members develop a strong network and sense of community with other local philanthropists, growing awareness of ways we can ease suffering and improve the well-being of children and families in our community.

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Alexis de Tocqueville

FROM THE CEO

LIVE UNITED – you see that phrase on our cool Tulsa flag t-shirts, in our social media posts, and on our brochures, but the recent historic windstorm gave us a chance once again to demonstrate what those words truly mean in our community.

On June 1, 211 Eastern Oklahoma (211EOK) transitioned to Tulsa Area United Way (TAUW). Living united meant that our board had voted for TAUW to take on the ownership and operations of 211EOK when Community Service Council determined that changes to their nonprofit meant they could no longer sustain the program. We know that 211EOK is a critical front door for services, a 24/7 response for those in need across 37 counties. We navigated the transition with no service disruption. Then 17 days later, 100+ mph winds tore through our region. Call volumes to

211EOK doubled throughout the following week as temperatures rose and people reached out for services.

I’m grateful for the employees keeping the database of resources up to date, along with the call specialists who strive to connect people with the services they need, whether to find a cooling station or to replace lost food and medication.

Your support empowers us to show up and live our mission, uniting people and resources to improve lives and strengthen communities. I recently told our summer intern that living united for me means waking up every day looking for an open door even when another one has closed. Living united means going through those doors with courage, even when we don’t always know what is on the other side, because we’re united in purpose with you.

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ALISON ANTHONY, TULSA AREA UNITED WAY

Some doors closed during the pandemic, but TAUW emerged on the other side with strong financials and prepared for the future with the digital expertise and tools to reach the growing remote and hybrid workforce. Living united on the other side of the pandemic means now we organize multiple Days of Caring each year, mobilizing 9,000 volunteers in 2022. Our volunteers showed up to build wheelchair ramps, help kids catch up on reading skills, do makeovers for women in recovery, and more. Some of our volunteers helped 2022 Campaign Chair Peggy Simmons and our team raise more than $25.5 million in a tough economic year, and 180 volunteers spend 5,000 hours to ensure the dollars raised were invested wisely.

Helen Keller once said, “Often we look so long at the closed door that we do not see the one that has been opened for us.” We walked through the open door to take on the work of 211EOK, collaborating to solve problems with compassion because we know our neighbors are experiencing hunger, homelessness and underemployment –and more recently, unexpected after-effects from high winds and power outages.

Out of crisis comes opportunity, and we’re committed to working together with community partners to understand what solutions are working – what efforts and programs should

be expanded and what new approaches could make a bigger impact with increased funding. In this magazine, you’ll read about three programs changing lives – programs your donations support.

After 99 years of advancing positive change in our community, TAUW excels at bringing people together across sectors to clarify and solve problems. As we face the next hundred years in our community, we’re opening doors to new ways of thinking, and we ask for your help. Not only are your financial contributions essential to our work, but you are some of the brightest, most creative people in our community, and we would love to hear your ideas for addressing the critical needs we face.

As you read this issue of Philanthropie, my hope is that you are more committed than ever to continue through the open doors with us, living united as our most generous donors and sharing your innovative ideas back with us of how we work together, united in purpose.

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“ ”
YOUR SUPPORT EMPOWERS US TO SHOW UP AND LIVE OUR MISSION, UNITING PEOPLE AND RESOURCES TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES.
Gratefully, aa

KARL NEUMAIER AND KATHY TAYLOR INTRODUCING THE 2023 FUNDRAISING CAMPAIGN CHAIRS:

KARL NEUMAIER AND KATHY TAYLOR are no strangers to community and service.

A longtime leader at Hilti North America, Karl Neumaier brings the same level of commitment to his community, passionately leading within for-profit, not-for-profit, and educational boards of directors, including ARVEST Bank, Tulsa Area United Way, Catholic Charities, and the Tulsa Community College Foundation, among others. In addition to his service as a board member, Karl has served in various roles at Tulsa Area United Way, including the community collaborations committee and as a leader of campaign cabinet teams who raised more than $5 million.

Kathy Taylor is known as a change agent. Whether as an attorney, corporate board member, Mayor of Tulsa, or Oklahoma Secretary of

Commerce and Tourism, she has built a legacy of transformational change that delivers purposedriven results and impacts people’s quality of life. In her role as the Genave King Rogers Dean of the Collins College of Business at The University of Tulsa, she is focusing her inspirational leadership on the academic landscape to support a successful learning and research environment for students and faculty. Kathy has close ties to the Tocqueville Society, serving as chair in 2019 when she guided the Society to $4.3 million and 248 members, including 40 new members.

We are excited about the generous spirits, determination, and ability to have fun while doing great things that these two bring to our 99th year of fundraising! The lead-off hitters for our 2024 Centennial Celebration will no doubt hit a homerun for this community.

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2022 TOCQUEVILLE YEAR IN REVIEW

FEBRUARY

3rd Thursday

Brad Carson, The University of Tulsa

MARCH

Live United Awards

APRIL

Time for a Cause

MAY

Executive Leadership Forum

Featuring Tocqueville Society member Steve Ganzkow, American Residential Group, along with Becky Gligo, Housing Solutions; Ginny Hensley, Tulsa Housing Authority; Kian Kamas, Tulsa Authority for Economic Opportunity, and Cameron Walker, Habitat for Humanity

JUNE

3rd Thursday

Abby Kurin, Tulsa Office of Film, Music, Arts & Culture

Jennifer Loren, Cherokee Nation Film Office

AUGUST

Downtown Deco Challenge and Campaign Kickoff

OCTOBER

Fall Reception

Greenwood Rising

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2023 TOCQUEVILLE EVENTS

FEBRUARY 4

A Night at the Symphony

MARCH 7

Live United Awards

APRIL 27

Society Supper

Hosted by Betsy and Gerry Jackson

MAY 11

Time for a Cause

MAY 16

An Evening at Westhope

JUNE 8

Society Supper

Hosted by JoAnn Schaub

AUGUST 3

Society Supper

Hosted by Teri and Marc Maun

SEPTEMBER 28

Fall Reception

Hosted by Chris Murphy and Ben Stewart

OCTOBER 12

Society Supper

Hosts to be announced

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Your generosity enables TAUW to fund nearly 170 programs at more than 70 organizations to provide essential services that expand education, improve health and safety, and open pathways to financial independence.

These three stories of hope and resilience are the direct result of your support.

FROM COVID STRUGGLES TO VALEDICTORIAN: CITY YEAR TULSA PROVIDED RESOURCES THAT HELPED JASMINE SUCCEED

tutoring services. Jasmine said that having an additional adult in her corner and a few extra hours of tutoring after school improved her academic performance and confidence.

“When I started high school,” Jasmine said, “I was like, ‘I can do this. I’m going to get straight A’s all year. But once COVID hit, I lost my motivation during a very dark time for me.

“When we came back from COVID, I had my teachers, my friends, and City Year volunteers who always helped me.”

JASMINE HAD BIG PLANS for high school, but when the COVID-19 pandemic hit, she fell behind in her studies. But thanks to Tulsa Area United Way’s support of City Year Tulsa, Jasmine found the extra help and encouragement she needed to get back on track.

City Year Tulsa places Americorps members in low-income schools to support students like Jasmine, one of many students who have benefited from the program’s mentoring and

With City Year Tulsa and Tulsa Area United Way on her side, Jasmine returned to the classroom determined to become McLain High’s 2023 Valedictorian. In the process, she earned a fullride scholarship to the University of Tulsa.

“I did it,” Jasmine said, with emotion in her voice. “I did more than what other people thought I could do.”

Way to go Jasmine and City Year!

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Photo courtesy KTUL

LINDSEY FINDS BEAUTY IN THE ARC OF OKLAHOMA’S ADVOCACY

LINDSEY SPOON is a fierce advocate for disability rights and a board member of The Arc of Oklahoma, a United Way funded organization supporting people with intellectual and developmental disabilities.

Lindsey was born with cerebral palsy, a condition that affects her movement and speech, but that didn’t stop her from pursuing her passion for beauty and advocacy. She created a show called “Makeup and Mobility,” where she shares her tips and stories with thousands of viewers.

“I advocate because I find such beauty in it,” Lindsey said. “But it’s not only bills and legislation that we’re advocating for. It’s people’s everyday quality of life.”

Amplifying The Arc’s advocacy efforts is just one example of how Tulsa Area United Way supports nonprofit partners beyond funding alone.

Lisa Kelly, the executive director of The Arc of Oklahoma, knows firsthand the impact of Lindsey’s advocacy. Lisa and her daughter were once members of The Arc’s Special Education Advocacy program.

“I’m honored to call Lindsey a board member of The Arc of Oklahoma, a friend, and an advocate for my daughter,” Lisa said. “She is our hero.”

Looking back on her advocacy, Lindsey said she is motivated by the challenges she faces and the people who doubt her abilities.

“I love proving people wrong,” she said.

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I LOVE PROVING PEOPLE WRONG. “ ”

MERCEDES’ ROAD TO EMPLOYMENT

MERCEDES FACED MANY CHALLENGES after she was released from incarceration. She managed the stigma, the anxiety, and the difficulty of finding a job to support her children. Then she found the Center for Employment Opportunities (CEO), a Tulsa Area United Way partner nonprofit that gave her a job and a chance to rebuild her life.

The caring staff, many of whom had previously been in her situation, helped her gain skills and confidence to thrive in society.

“My life before incarceration was a vicious cycle,” Mercedes said. “The only thing I was consistent with was the lifestyle that led me to incarceration. When I got out, I was determined to break that cycle, but I was not prepared for how hard it would be to get a job.”

Frustrated, Mercedes googled ‘felon friendly jobs’ and came across the CEO website.

“I read the success stories of other people like me, and I thought: ‘This is me.’”

About a year into the program, Mercedes became not only a work crew supervisor, but she became the first female to oversee the first-of-its-kind all-female work crew. She also completed her first full year living in a home with her daughter.

Tulsa Area United Way’s partnership enables CEO to operate efficiently, placing hundreds of people like Mercedes into employment.

“When I had family members who wouldn’t loan me a piece of paper,” said Mercedes, “I had these strangers who were putting everything into me and my future.”

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“ THIS IS ME. ”

A MESSAGE FROM OUR 2023 TOCQUEVILLE SOCIETY COMMITTEE CHAIRS, TERI AND MARC MAUN

WE ARE VERY

HONORED

to serve as Chairs of the 2023 Tocqueville Society Committee. We give every year because we believe partnering with Tulsa Area United Way allows us to make a meaningful difference in addressing the widest number of needs. United Way has been a leader in our community for almost 100 years. It deeply understands our region’s most pressing needs and responds to those needs with innovative and collaborative solutions.

In the last campaign year, Tocqueville Society members contributed over $4.8 million—an increase over the previous year and nearly 18% of the total donations to the 2022 campaign. Your support is integral to the work that will be carried out by our nonprofit partners in 2023.

Thanks to your leadership, Tulsa Area United Way was able to help our community navigate through perhaps the most daunting years in most of our lifetimes. You have played an enormous role in strengthening our ability to tackle the toughest issues. Through our programs and partners, we are moving families toward more sustainable financial situations. We are helping build success in school and beyond for our children. And we are meeting basic needs like food and shelter for our most vulnerable neighbors.

As we prepare for the year ahead, though, we can’t pretend the toughest days are behind us – at least not for the low-income

family losing ground due to inflation or the child who struggles in school after several years of learning loss.

During this year’s campaign, your leadership will be called on again. Your support can be the bridge that will take us to the next level of making long-term change happen for our community. Thank you for your continued support, vision, and dedication to our shared mission.

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TOCQUEVILLE SOCIETY MEMBERSHIP BENEFITS

TOCQUEVILLE SOCIETY MEMBERS are part of a national program recognized as America’s leading philanthropists investing $10,000 or more annually in Tulsa Area United Way. Our members understand how generosity today impacts the generations of tomorrow.

When you joined the Tocqueville Society, you became part of a group committed to impacting the Tulsa community with purposeful, sustainable giving that creates meaningful solutions for thousands of local people in need. In addition, members will:

• Enjoy exclusive networking and social events throughout the year

• Connect with like-minded local leaders who share your passion for making a positive difference in our community

• Receive special communications with stories and updates about how your gift is making a difference in the community

• Experience first-hand the work of our nonprofit partners

• Be recognized in the world’s largest individual

giving Society with your name listed in the lobby of the TAUW offices in downtown Tulsa and in the annual membership registry

You can help by inviting others to join in our cause. One entry into the Tocqueville Society is the Step Up program.

Tulsa Area United Way offers a “Step-Up” membership plan for members of the Tocqueville Society.

The Step-Up Program empowers individuals with time to shift their giving and encourages a multi-year pledge to achieve Tocqueville status.

The Step-Up Program requires a minimum personal pledge of $5,000 to the current campaign in the first year, with a commitment to “step-up” personal giving to $7,500 to next year’s campaign and $10,000 by the following year’s campaign.

Step-Up participants will receive full Tocqueville Society recognition and benefits in the $10,000 to $14,999 category beginning with their first pledge of $5,000.

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TULSA AREA UNITED WAY UNITE FOREVER ENDOWMENT FUND

AS TULSA AREA UNITED WAY PREPARES for its 100th anniversary in 2024, we aim to raise $10 million in endowment and planned gift commitments, securing unprecedented support to endow our community impact work into the next century. By creating this diversified revenue stream, we will have a strong foundation of support for innovations, collaborative work, and emergency services for the unexpected.

TOCQUEVILLE CENTENNIAL SOCIETY

TULSA AREA UNITED WAY will recognize its 100th anniversary of meeting the needs of our community in 2024. As part of the celebration, we created the Tocqueville Centennial Society to honor extraordinary gifts from extraordinary people that drive extraordinary change. Members can join with a multi-year pledge of support to reach a specific donation goal from now through the end of our centennial year. We offer our heartfelt thanks to these donors who have already joined the Society.

HERITAGE CLUB $500,000 Cumulative from 2019–2024

Casie and Chet Cadieux

FOUNDERS CLUB $100,000 Cumulative from 2019–2024

Fran Biolchini

Patty and Joe Cappy

Fred Dorwart

Kirsten and Mark Graham

Lynn and Jeff Hilst

Louise and Dave Johnson

COMMUNITY CHEST $75,000 Cumulative from 2021–2024

Myra and Ron Jeffris

Randi Wightman

TAUW $50,000 Cumulative from 2021–2024

Alison Anthony and Mark Wilson

Monica Basu and Todd Brown

John Cowen

James Higgins

Mary Ann Hille

Beverly and Bill Kellough

Roxana and Bob Lorton

Julie and Sanjay Meshri

Caron and Shawn Lawhorn

Cindy and Bob Peterson

Deanna and Daryl Woodard

Frauke Petersen and John Burdge

Kathy Taylor and Bill Lobeck

For information on how to qualify to join or to make a pledge to either the Tocqueville Centennial Society or Unite Forever endowment, contact Clint Rataczak, Major Gifts Director, at 918-295-6692 or crataczak@tauw.org.

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2022 TOCQUEVILLE SOCIETY MEMBERSHIP REGISTRY

MILLION DOLLAR ROUND TABLE

Pat* and Keith Bailey

Joe Craft III Foundation

$75,000

AND ABOVE

Irene Burnstein

Cathey Cadieux

Casie and Chet Cadieux

$50,000 - $74,999

Anonymous

Mary Ann and John Bumgarner

Kim and Rob Coretz

Judy Davis

Sarah and John Graves

$25,000 - $49,999

Julie and Phil Allen

Anonymous

Sandra and John Barnett

Patty and Joe Cappy

Barbie and John Chandler

Connie and Jeff Cope

Mollie and J.W. Craft

Fred Dorwart

Wendy and Gentner Drummond

Robyn and Larry Ewing

George Kaiser

The Lorton Family

Lynn Schusterman

The Siegfried Family

Joe Craft

George Kaiser

Ruth Nelson* and Tom Murphy

Cindy and Bob Peterson

Lynn Schusterman

Stacy Schusterman

Miranda and Phil Kaiser

Betty Ketchum

Gina and Brian Ketchum

Susan and Craig Ketchum

Sandy and Kent Ketchum

Cindy and Kevin Ketchum

Ronda* and Jim Norton

Susan and William Thomas

Debby and Steve Ganzkow

Lynn and Jeff Hilst

Betsy and Gerry Jackson

Susie and Bob Jackson

Glaudia and Ted Jacobson

Myra and Ron Jeffris

Suzanne and Jim Kneale

Gwen and Steve Malcolm

Mary and Rob Martinovich

Debbie and Pierce Norton

Frauke Petersen and John Burdge

Hannah and Joe Robson

Judy and James Scheel

Ginger and Terry Spencer

Jill and Robert Thomas

Brandon Thompson

Vanessa and Scott Thompson

Vicki and Tom Warburton

Frank Westbrook

17 *Deceased

$15,000 - $24,999

Susannah and Jim Adelson

Shelly and Alan Armstrong

Billie and Howard Barnett

Fran Biolchini

Monica Basu and Todd Brown

Martin Martinez and Dan Burnstein

Pam and Terry Carter

Bryan Close

Mary and Jeff Crippen

Arlo DeKraai

Krista and Micheal Dunn

Pam and Lee Eslicker

Calvin Frank

Jana and Phil Frohlich

Kristie and John Gibson

Kirsten and Mark Graham

$10,000 - $14,999

Caroline Abbott

Ellen and Steve Adelson

Nick Allen

Rachel and Steve Allen

Laura and Scott Andrews

Anonymous

Alison Anthony and Mark Wilson

Mandy and Blake Atkins

Liz and Bob Austin

Pat* and Keith Bailey

Lucy and John Barker

Erin and David Bendel

Sue and Tom Bennett

Rebecca and Tom Bennett

Nina and Alan Benson

Kathy and Pete Boylan

Marla and Steve Bradshaw

Amanda and Heath Bringham

Brittany and Austin Buerge

Melanie and Kevin Burdick

Teresa and Robert Burkett

Sherri and Mark Calcut

Cara Shimkus and Michael Hall

Nancy and Hank Harbaugh

Fayenelle and Jay Helm

Lea and Hans Helmerich

Susie and Dave Hentschel

Barbara and Steve Heyman

Lori and Jeff Holmes

Susan and Wade Huntsman

Judy and Tom Kishner

Buddy Kleemeier

George Krumme

Caron and Shawn Lawhorn

Christy and John Lindsay

Roxana and Bob Lorton

Ellen and Carlisle Mabrey

Mindy and Greg Mahaney

Shelly and Derek Martin

April and Sid McAnnally

Kathy and Mike Mears

Sarah and Matt Miller

Rona and Randy Nelson

Jody Parker

Leigh and John Reaves

Lauren and Dave Sherry

Jo and Tray Siegfried

Sally and Stuart Sullivan

Sandra and Steve Walton

Randi Wightman

Deanna and Daryl Woodard

Stacey and Steve Wyett

Jamie and Darton Zink

Pat and Mike Case

Frances and Kevin Cavanah

Lanette and John Celoni

Erin and Don Chappel

Pat Chernicky

Janice and Bill Chevaillier

Sarah Hansel and Mike Cooke

John Cowen

Bonnie and Bob Darby

Jackie and Billy Deatherage

Mary Kay and Stuart DeSelms

Brenda and Curtis Dinan

Erica Dorwart

Nikki and Matt Dunham

Whitney and Dan Eslicker

Marlys and Carl Fallen

Ann and Mark Farrow

Ray Fossett

Becky and Jack Frank

Marge and John Gaberino

Cathy and James Gates

Deborah Gist and Ronnie Jobe

Ashley and Al Givray

Leigh and Mark Goodson

Shelly and Kevin Gore

Tammy and Scott Grauer

Kirsten and David Griffin

Susan and Kevin Gross

Karen and Marty Grunst

Kerrie and Bryan Guderian

Shannon Habermehl

Julie Haddock and Jon Hoover

Cara and Michael Hair

Holly and Jeff Hall

Deanna and Jonathan Hall

Kellie and Fred Harlan

Janet and Kevin Hayes

Peggy Helmerich

Karen and David Heston

James Higgins

Debbie and Steve Hildebrand

Mary Ann Hille

Anita Holloway

Mary Lee Townsend and Burt Holmes

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Matt Wallace and Greg Holt

Mary Lynn Mihm-Howk and John Howk

Glenn Hudgens

Jamie and Robert Jared

Jackie and Alan Johannsen

Louise and Dave Johnson

Connie and Greg Kach

Beverly and Bill Kellough

Stephanie and Michael Kelly

Shannon Kelly and Jerry Thompson

JayCee and David Kerns

Tracy and David Kyle

Angel and Stacy Kymes

Donna and Rick Lawrance

Allie Lay

Hayli and Adam Leavitt

Kathy and Ed Leinbach

Janet and Ken Levit

Carol and Tim Lyons

Julee and Scott Mabrey

Marcia and Ron MacLeod

Meredith and Pete Madden

Anne and Phil Marshall

Teri and Marc Maun

Susan and Phil McCoy

Carol and Steve McGrath

Mary and Mike McGraw

Christine and Clint McQueen

Lori and John Meinders

Julie and Sanjay Meshri

Cindie and Aaron Milford

Donna and Don Millican

Chris Murphy

Ben Stewart and Chris Murphy

Diane and Frank Murphy

Morgan and Blake Murry

John Southard and Dennis Neill

Malisa and Steven Nell

Meg and Elliot Nelson

Julie and John Nickel

Bob Norman

Alison and Jacob Odom

Melinda and Drew Phillips

Jennifer and Jason Pigott

Kim and Pat Piper

Leslie and Bob Pritchard

Cyndy and Bob Purgason

Olga and David Randolph

Lynn Anderson and Steve Ray

George Records

Denise and Jeff Reid

Shannon and Eric Richards

Gail and Kip Richards

Anne and Keith Roberts

Beth and Robert Sachse

Susan Savage

JoAnn Schaub

Mary Lhevine and George Schnetzer

Kala and Gary Sharp

Lissa and Jim Shaw

Kellner and Bailey Siegfried

Milann Siegfried

Amy and Raegen Siegfried

Peggy Simmons

Gentra and Jim Sorem

Peggy and Charlie Stephenson

Debbie and Blake Steudtner

Cassie and David Stratton

Kathy Taylor and Bill Lobeck

Kate Thomas

Laura and Robert Thomas

Kurt Tschaepe

Becky and Gary Tucker

Suzanne and Scott Vandergriff

Janet and Brad Vincent

Torre and Robert Waldo

Peter Walter

Susie and Don Wellendorf

Carrie and Carley Williams

Janetta and Dick Williamson

Mollie Williford

Bronya and Chad Zamarin

Lisa Zarrow

Gaye Lynn and Stuart Zarrow

This registry is reflective of membership as of June 5, 2023. Every effort has been made to ensure the accuracy and completeness of this list. Contact Clint Rataczak at 918-295-6692 or crataczak@tauw.org with donor listing questions or updates.

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*Deceased
1430 South Boulder Avenue | Tulsa, OK 74119 918-583-7171 | www.tauw.og Tulsa Area United Way
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