Annual report layout 2023-24

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2023-24

Annual Report

United Way Board of Directors

BOARD OFFICERS

Kevin J. Cleary, Chair

Retired, IBM

Amy J. Berger, Vice Chair Retired, IBM

Susan Howell, Treasurer Partner

RBT CPAs, LLP

Michael Mazzuca, Secretary

TEG Federal Credit Union

Commercial lending/Commercial lender

BOARD MEMBERS

Matthew Cruz

Financial Consultant

DSL Financial Services

Fred Clarke, Esq.

Law Office of Fred Clarke

Catherine (Candy) E. Davies

Retired, SUNY New Paltz

Arthur DeDominicis, CPA

Certified Public Accountant & Consultants

Tim Eisentraut

IT Director, UPS

Melissa A. Gaeke, Ph.D.

Director, Center for Civic Engagement and Leadership, Marist College

Julia Kammerer

Community Investment Program Specialist

DC Department of Planning & Development

Timothy Kane

VP Quality and Client Advocacy

IBM Corporation

Phillip Lekanides

VP & Controller, Rhinebeck Bank

Kadiyah Lodge, M.S.

Executive Director

Lead for Poughkeepsie (LFPK)

Sharon A. McGinnis

VP, Human Resources & Safety

Central Hudson Gas & Electric

Marta Newkirk

Assistant Dean of Student Services

Dutchess Community College

Michelle S. O’Reilly

Partner, PKF O’Connor Davies, LLP

Kimberly Pennington

Business Development Officer, HV & Metro NY, KeyBank

Barry Rothfeld

Retired – Publisher, Poughkeepsie Journal

Mark Villanti

Retired Educator

United Way Staff

Jeannie Montano President & CEO

Annette Sullivan

Executive Assistant to the President & Office Manager

RESOURCE DEVELOPMENT DEPARTMENT

Elizabeth Manning Vice President of Resource Development

Michelle Nepton

Donor Development Director

Kristie Hagen Donor Development Manager

Maddy Shannon Development Coordinator

Susan Marchewka Events Manager

COMMUNITY IMPACT DEPARTMENT

Melissa Clark, MA

Vice President of Community Impact

Rebecca Lull

Director of Community Impact

Sharon Shah

Data and Prospect Research Manager

Katelynn Hinton Community Outreach Coordinator

Kendra Anderson Dutchess County NOEP Coordinator

Isabella Hulihan

Orange County NOEP Coordinator

Lorraine Middleton*

Marketing/Outreach VISTA

Deidre Sepp*

Financial Empowerment VISTA

Natalya Shemchuk*

Financial Pathways VISTA

FINANCE DEPARTMENT

Sue Manning Vice President of Finance & Administration

Jane Johnson Director of Finance

MARKETING & COMMUNICATIONS DEPARTMENT

Samantha Lowe Marketing Manager

Patty Ten Marketing Assistant

*Associates from other organizations & VISTAS placed at United Way.

A Message from the President & CEO and Chair of the Board

Dear Friends,

We are profoundly grateful for your unwavering support of United Way of the Dutchess-Orange Region and the critical work of our partner non-profits. Your generosity has enabled us to achieve remarkable progress in our community, providing access to healthy food, education for youth and struggling women, free tax preparation, legal services, and affordable housing for veterans in our community.

In the fiscal year 2023-24, our initiatives began with our 4th annual Diaper Distribution, where over 100,000 diapers were donated and distributed to non-profits, thanks to the generosity of individuals, local corporations, and department stores. Following this, our School Supply Distribution provided essential resources for families with school-age children, enabling them to start the academic year prepared.

In September, our Community Breakfast celebrated the spirit of giving, honoring local ‘Kindness Champions’ who exemplify compassion in our community. We were particularly proud to recognize the Food Bank of the Hudson Valley as our Community Champion. Thomas Nardacci, CEO of the Regional Food Bank of Northeastern New York, provided insightful remarks about their vital work. This organization stands as our leading partner in combating food waste and ensuring food security, reaching over 150,000 individuals monthly through a network of 258 sites across the Hudson Valley.

Participants were able to access a financial literacy seminar about surviving an inflationary economy online, with Zoom facilitating greater attendance. Volunteer involvement at the 9/11, MLK and Juneteenth Days of Service were equally supported and the online Equity challenges for MLK and Juneteenth had enthusiastic participation by staff, friends, and community members.

Our year culminated in the Celebration of Service, the highlight of the evening was presenting the Distinguished Leadership Award to RBT CPAs, LLP. Their unwavering commitment shines through their continued support of local non-profits like the United Way. We were again overwhelmed by the support of sponsors and partners in our community and recognized the top Corporate Campaigns for this year at our dinner. We also congratulate and thank the Talent United contestants and winners.

Our second Pull the Tank event was announced to be held in June, where teams of 20 people will again be challenged to pull a WWII Tank 50 feet. Proceeds from this event benefit UWDOR’s veteran assistance initiatives.

Thank you again for your continued support of the United Way of the Dutchess-Orange Region, united in purpose to fight for the health, education, and financial stability of everyone in our community.

Jeannie Montano, President & CEO
Kevin Cleary, Chair of the Board

United Way Community Partners FY 2023-24

EDUCATION

Goal: Develop opportunities for lifelong learning to increase skill-based development

Community Action Partnership for Dutchess County, Inc.

Dress for Success (DFS) empowers women to achieve economic independence by providing a network of support, professional attire and the development tools to help women thrive in work and in life. All of our programs furnish women with skills and confidence that they will carry forever and the knowledge that they can actively define their life, the direction they take and what success means to them.

Hudson River Housing Inc.

The Follow Through Program aims to increase the long-term financial and housing stability of low-income, homeless households during and after their transition to permanent housing. Support is provided for up to a year as households work toward increasing financial security, sustaining housing and achieving other self-sufficiency goals.

The Art Effect

Sparks Studios provides 60 underserved teens (ages 14-19) with film and media arts instruction as well as paid work experiences and a safe space outside of school where they can learn valuable technical and workforce skills, gain access to technology, explore careers in the creative sector, build positive relationships, engage in creative activities and establish community connections.

The Osborne Association Inc.

Youth Experience Success (YES) offers wrap-around services to disadvantaged youth in Newburgh intended to create opportunities and teach lifelong skills that will carry them into adulthood. The program will provide positive youth development and educational support (including literacy services), cognitive-behavioral therapy, substance use disorder prevention education and various workshops.

EDUCATION

Boys & Girls Club of Newburgh

Goal: Increase opportunities for positive youth development and literacy services

The Early Literacy Center is intended to improve academic outcomes for youth through literacy instruction. The program operates during the school year, Monday - Friday from 3:00pm - 6:00pm and consists of three structured hours of activities including homework help and tutoring, academic enrichment and electives including classes in the arts, science and technology and sports.

Cornell Cooperative Extension Dutchess County

Green Teen Positive Youth Development through Workforce Training offers youth aged 14-19 to attend programs three times per week. Using Positive Youth Development (PYD) strategies, staff mentor them, focusing on their strengths and interests to build engagement, develop self-efficacy and give them the confidence and social-emotional skills to exert control over their own motivation, behaviors and social environment. Youth learn as they are taught vocational and employment skills.

Culture Connect

Community Connect is an after-school and summer academic enrichment program for K- 5 ESL students in the Rhinebeck and Red Hook schools. The program offers academic support that may not be available at home due to language barriers. Improved language, reading and writing skills increase their literacy and academic performance, building their confidence and improving their social development.

Family Services Inc.

The Teen Resource Activity Center (TRAC) provides a safe trauma-informed space for youth to feel a sense of belonging and receive mentorship and support. TRAC helps youth develop their athletic, academic, creative, workforce and social skills in supportive and challenging ways. Staff work with youth to challenge acceptance of violence to prevent involvement in and exposure to gun and gang violence.

Finish Strong Wellness Center

Finish Strong Wellness Program PK REACH! targets five vital areas of youth psychosocial development: R=Restorative Justice/Racial Identity; E=Emotional/ Social Skill Development; A=Academic Success; C=Career Readiness; H=Health and Wellness. PK REACH! has a mentorship component where participants that have reached milestones in these five areas can complete leadership training, become Junior Youth Counselors and receive stipends.

Hudson River Housing

River Haven provides emergency shelter for runaway and homeless youth as they work with a Care Manager toward family reunification or securing another safe residence. The Program provides a variety of evidenced-based Positive Youth Development opportunities and learning experiences to help youth overcome past trauma, develop skills and build protective factors linked to healthy development.

Land to Learn

SproutEd Beacon & Newburgh is a garden-based educational program for K-2 students. We maintain school food gardens and deliver lessons during the school day, year-round, that educate students in nutrition, cooking, plant science, ecology and food systems. Our curriculum is experiential and hands-on, offering students a fun, engaging way to apply and develop their academic and social-emotional skills.

Literacy Connections of the Hudson Valley, Inc.

Book Buddies recruits volunteers to read one-to-one with 3-4th grade children whose teachers identify as reading below grade level. Volunteers are trained to use differentiated material to help students improve their reading skills and confidence. Classroom Book Buddies volunteers read aloud, using a dialogic reading method to give children a positive experience with books.

NAMI Mid-Hudson Inc.

Positive Youth Development via Ending the Silence Mental Health Education is a 50-minute presentation to high school students given by a certified NAMI lead presenter and a young adult with a mental health condition who shares their journey of recovery. ETS addresses substance/alcohol abuse, suicide prevention, bullying and overcoming stigma. It raises awareness & changes perceptions about mental health & instills good citizenship skills to help their peers.

Newburgh Armory Unity Center Inc.

Educational Programming (2023-2024) is a Saturday program. Pre-K to 8th grade youth take classes in reading, writing, STEM and the arts to develop scholastic ability, life skills and emotional intelligence. Sports programs provide skills and introduce leadership and team building. After school programs range from literacy to STEAM, restorative circles and career exploration. Their basketball league also serves over 250 youth. All programming is free.

Northeast Community Council Inc.

Teen Team is a resilience-building, community-engagement group for low-income, at-risk youth ages 14-18. The group coordinates its own community service activities and cultural/recreation events. It also benefits from education in social and cultural diversity, healthy relationships and other life skills that deter harmful behaviors, chosen by the Program Director.

Vassar College -

Vassar College Urban Education Initiative

Vassar English Language Learners Outreach Program (VELLOP) strives to improve academic achievement of ELLs in the Poughkeepsie City School District, which is challenged to educate these students due to lack of Spanish-speaking teachers. VELLOP tutors are Vassar students (often Spanish speakers) who work alongside teachers to support the performance of ELLs. Thirty-five college students devote up to seven hours per week to tutoring schoolchildren.

Warwick Community Bandwagon Inc.

DBA Warwick Valley Community Center

Educational Non Profit

Life Skills for Teens helps develop teens’ internal assets. It provides protective factors through prevention, educational and cultural diversity activities and helps transition from elementary to middle and high school. Members participate in community service and leadership skill-building activities. Evidence-based environmental strategies and evidence-based/informed programs are implemented.

FINANCIAL SECURITY

Goal: Improve access to resources to alleviate short-term financial crisis in order to increase local families’ economic position

Catholic Charities Community Services of Dutchess County

Financial Stability Program provides assistance for neighbors in crisis seeking to meet basic needs. All calls, if not picked up, are returned the same business day. Being able to speak to a person directly, as opposed to leaving voicemail, is huge for those looking for help. All requests for assistance are triaged by the Coordinator & Executive Director and if appropriate are assigned a case manager by the latter.

Community Action Partnership for Dutchess County, Inc.

Crisis Intervention & Case Management provides emergency financial assistance for families faced with an economic crisis and case management support to help them navigate out of crisis and into stability. Families are struggling to keep their housing and stay current on their utilities. The post pandemic recovery will be difficult and lengthy.

Cornerstone Family Healthcare

The Healthy Connections Program provides homeless patients with prescription drugs, medical supplies, taxi vouchers and food. Patients’ health outcomes are subsequently tracked by Harper Health staff to measure program success.

Dutchess Outreach

Emergency Assistance program provides clients financial support for utilities, rent/security deposits and other support during times of crisis and when they need it most.

Fearless! Hudson Valley

Financial Assistance Program (FAP) supports access to emergency financial assistance for the crisis intervention needs of victims and survivors engaged with Fearless! services. The program is intended to increase access to safety and sustainability by minimizing the harmful and ongoing impacts of intimate partner victimization and abuse, including financial/economic injury.

Grace Smith House

Meets Basic Needs is designed to help victims of domestic violence stabilize their lives by providing direct financial assistance to alleviate an immediate financial crisis while providing support and services needed to empower them and their children to move towards building a foundation of financial stability and independence from their abuser.

Hudson River Housing Inc.

Housing Navigator program provides emergency housing assistance to low-income households. The Housing Navigator works closely with households to help them develop housing stability plans tailored to their needs. The Navigator may assist them in applying for public benefits, connect them with employment opportunities and/or refer them to child care, health care, legal services and other community resources.

Jewish Family Service of Orange County

Financial Empowerment Program offers one-time financial assistance to families and individuals experiencing a temporary financial setback. Applications are reviewed by a committee based on documentation of the temporary circumstance and the applicant’s ability to move forward after assistance has been provided. Funds are paid directly to the landlord, utility or auto-related expense.

Legal Services of the Hudson Valley Income Stabilization & Consumer Law Services for Residents of Dutchess and Orange Counties provides legal assistance to individuals who have been incorrectly denied, or terminated from, public assistance programs, including Temporary Assistance to Needy Families, SNAP/Food Stamps, WIC, unemployment insurance, Social Security, SSI, SSD, Medicaid & Medicare and Veterans Benefits and handles Consumer Law cases, as a means of stabilizing household incomes at a subsistence level.

FINANCIAL SECURITY

Hudson Valley CA$H Coalition

Goal: Increasing annual earnings and workplace advancement of individuals and families in our region

Tax Preparation Program provides free tax preparation service for low- and moderate-income residents helping them to claim all available refunds applicable to their personal situation.

HEALTH

Goal: Increase access to healthy food for families in our community

Common Ground Farm

The Beacon School Food Access (BSFA) program ensures that vulnerable students have access to fresh, nutritious food. They distribute groceries to students each Friday to ensure that they have food over the weekend. They will also encourage families to participate in their market-based food access programs by providing coupons that double purchasing power at the Beacon Farmers’ Market.

Food Bank of The Hudson Valley

Food for Dutchess and Orange County Feeding Programs will provide low-income Dutchess and Orange County residents with nutritious food when they visit local food pantries and soup kitchens. The grant will fund lines of credit at the Food Bank which agencies will use to secure food. Funds will cover handling fees for donated food and costs for purchased food and will expand the agencies’ capacity and enable them to feed more people.

Food for Kids

Food For Kids currently serves 194 students on a weekly basis from all five buildings of the WCSD. They provide enough food to cover two breakfasts, two lunches, drinks, and snacks for the weekend. They provide additional food when there are longer holiday weekends or extended school breaks. Throughout the summer, they provide breakfast, lunch, snacks and drinks to cover seven days of the week for nine weeks.

Northeast Community Council

NECC Food Access Program supports Mexican and Guatemalan immigrants using the NECC Food Pantry and other food pantries in northeast Dutchess. This includes the purchase of staple foods, coordinated distribution to pantries, staff time for multilingual support of pantry guests and management of the client choice pantry model at NECC. The program includes weekly Spanish language case management consulting.

Pawling Resource Center

Food Insecurity Program provides round trip rides to medical appointments for Pawling residents. Clients can also access rides to a local grocer, the food pantry or receive a food delivery if they are homebound. All services are offered Monday through Friday at the client’s request and the second Saturday of each month the food pantry is open from 10 am to 3 pm (no rides/deliveries on Saturdays).

Poughkeepsie Farm Project

PFP Foodshare Program works to eliminate food apartheid and create food sovereignty in our community by distributing fresh, wholesome produce to community members who do not have access to this local food source due to social and racial injustice. We do this through donations to local emergency food partners and free produce distributions by PFP educators.

VETERANS

Hudson River Housing, Inc.

HRH’s VetZero Program provides housing assistance to address the needs of low-income veterans who are homeless or are at imminent risk of homelessness. Services ensure that veterans are quickly placed in stable housing and includes outreach, housing counseling, assistance with initial housing costs, transportation and service linkages to help them sustain housing or obtain entitled benefits.

VETERANS

Legal Services of the Hudson Valley Civil Legal Services for Veterans and Military Families, Dutchess & Orange program will offer free, comprehensive civil legal services to veterans and military family members living in Dutchess and Orange Counties, across a range of its practice areas: Public Benefits/Income Stabilization; Housing/Eviction and Law; Elder Law; LGBTQ; Veterans & Military Families Law.

KEY COMMUNITY RESOURCES

Hudson Valley 2-1-1 Helpline

A free, confidential, multilingual service to assist the public in finding the answers to a variety of Health and Human Services related questions. It is open 365 days a year, 24 hours a day.

Mid-Hudson Valley Community Profiles

Is an indicator project and resource that assesses our Mid-Hudson Valley region to quantify strengths and challenges, and help determine priorities and launch community-wide discussions about improving quality of life.

CORPORATE SPONSORS!

Thank you to our Annual Sponsors

Central Hudson Gas & Electric Corp.

IBM Corporation

M&T Bank

Orange & Rockland Utilities

Pratt & Whitney Advanced Coating Technologies

RBT CPAs LLP

Resorts World

TD Bank

Ulster Savings Bank

Media Annual Sponsors

iHeart Media • Mid Hudson News • Pamal

Pok Galleria • Crystal Run Galleria • Wall Radio

2023 Community Breakfast Event Sponsors

GOLD SPONSOR

Candy & Bill Davies

SILVER SPONSOR

Petro Home Services

BRONZE SPONSORS

Adams Fairacre Farms

Kevin Cleary & Holly Wahlberg

Galleria at Crystal Run

Poughkeepsie Galleria

PARTNER SPONSORS

ARTCPA: Arthur DeDominicis Accountant and Consultants

Bruderhof at Fox Hill Communities

DSL Financial Services

Dutchess Community College/ Dutchess Community College Foundation

Marist College

Mutual of America

PCSB Community Foundation

PKF O’Connor Davies

2024 Women’s Luncheon Event Sponsors

GOLD SPONSOR

Candy & Bill Davies

SILVER SPONSOR

Kevin Cleary and Holly Wahlberg

Day One/Dia Uno

Live Free & Dye Salon

Mid Hudson Valley Federal Credit Union

BRONZE SPONSORS

Functional Healing

M&O Sanitation

Mid Hudson Regional Hospital

Prager Metis

WM Security Services

Vassar College

2024 Celebration of Service Event Sponsors

SILVER SPONSOR

Prager Metis CPAs LLP

BRONZE SPONSORS

Kevin Cleary & Holly Wahlberg

Candy & Bill Davies

Merrill Lynch

Precision Pipeline Solutions

PARTNER SPONSORS

A.M.P. Masonry, Inc

Arthur DeDominicis Accountant and Certified Consultants

Bruderhof at Fox Hill

DSL Financial Services

Hudson Valley Credit Union

KeyBank

Marshall+Sterling Insurance

2024 Pull the Tank Sponsors

CAPTAIN SPONSOR

Candy & Bill Davies

WGHT/WTBQ

LIEUTENANT SPONSORS

Chelsea Forest Products

Key Bank

SERGEANT SPONSORS

Bob’s Discount Furniture

EC Media Group LLC

Hotaling Insurance Services

Hudson River Truck & Trailer

DSL Financial Services

Kevin J. Cleary & Holly L. Wahlberg

Town of Montgomery

Emergency Medical Service

CORPORAL SPONSORS

Acorn Plumbing • Heating • Cooling

Moroney’s Motor Sports and Jim Moroney Harley-Davidson

Mid-Hudson Valley Federal Credit Union

Mutual of America

Nuvance Health

PKF O’Connor Davies

RBT CPAs, LLP

Tompkins Financial

Vassar College

MEDIA SPONSORS

Galleria at Crystal Run

iHeart Radio

Mid-Hudson News

Pamal Broadcasting

Wall Radio

TALENT UNITED SPONSOR

RBT CPAs, LLP

MEDIA SPONSORS

Galleria at Crystal Run

iHeart Radio

Mid-Hudson News

Pamal Broadcasting

Wall Radio

SPECIAL THANKS TO BTM Corporation

Bud Walker

Orange County Government

Minuteman Press

YEAR IN REVIEW

2/11

FY 2023-24 STATS

School Supply Distribution

30 organizations received supplies

4th Annual Diaper Distribution Over 100,000 diapers given to 30 agencies Days of Service

Averaged 50 - 100 volunteers

2023 Kindness

Champion Campaign 9,444 votes

$4,407 raised

2023 Community Breakfast 175 attended

Ist Women United Luncheon Over 160 attended Days of Sharing Over 100 non-profits and schools were supplied essential items

2024 Talent United Contest 12 contestants, 15,326 votes and $7,103 raised

2024 Celebration of Service Over 225 attendees

Elevate Conference Over 130 attendees

2024 Pull the Tank

195 participants 13 Teams

MLK Equity Challenge & Juneteenth Equity Challenge 316 participants

Volunteering Impact

VOLUNTEER:

Every hour, every minute you give helps someone in need. Through our online volunteer portal, United Way of the Dutchess-Orange Region makes it easy for individuals and companies to ensure everyone finds their perfect volunteer “match.”

WHY VOLUNTEER?

According to a new study noted in Time Magazine’s article, “Why Volunteering is Good for Your Mental Health” not only is it a great way to give back, but a new study shows that volunteering provides important health benefits.

THE IMPACT OF VOLUNTEERING IN THE COMMUNITY

Last year, we touched the lives of more than 214,688 individuals. Volunteers helped make that difference with 3,494 individuals contributing their time and talent. To continue to support our Dutchess and Orange communities, we are counting on you. Studies show that volunteer hours, valued at $28.06 per hour for each volunteer, add up and save donor dollars allowing more money to go to much needed services in our community.

WANT TO VOLUNTEER?

Visit our volunteer portal at donate.uwdor.org/Volunteer/VolHome.jsp to find the perfect match for you or contact our Community Impact team (ci-inbox@uwdor.org) for special opportunities and our Days of Caring! To help out year-round, email Rebecca Lull (rlull@uwdor.org) for our essential needs program.

UPCOMING UWDOR VOLUNTEER OPPORTUNITIES

United Way’s Donation Room

Dates:

05/01/2025 10:00 AM - 12:00 PM 06/05/2025 10:00 AM - 12:00 PM

Join us as we prepare our Essential Goods Program for distribution. We need help sorting, organizing and cataloging donations.

2023-24 Workplace Giving

$100,000+

Central Hudson Gas & Electric Corp.

$99,999-$25,000

Adams Fairacre Farms

Hannaford Supermarkets

Hudson Valley Credit Union

IBM Corporation

Orange Bank and Trust Company

RBT CPAs, LLP

$24,999-$10,000

BMO Harris Bank and BMO Capital Markets

C&S Wholesale Grocers

Enterprise

James L Taylor Manufacturing Company

Marshall+Sterling Insurance Inc.

Orange & Rockland Utilities

Orange County Government

United Way of the Dutchess-Orange Region

UPS

Wappingers Central School District

$9,999-$4,000

Athene USA

Cary Institute of Ecosystem Studies

Children’s Home of Poughkeepsie

Dutchess County Government

EFCO Products Inc

Illinois Tool Works

Rhinebeck Bank

Rhinebeck Central School District

Up to $3,999

American Express

Arlington Central School District

AT&T

Ball Corp

Bank of Millbrook

Berkshire Bank

BNY Mellon Community Partnership

Bon Secours Health System

Carpenter & Smith

Centene Corporation

Community Action Partnership for Dutchess County

Dutchess Day School

Dutchess Tourism Inc

Elevance Health

Emery & Webb Inc

Enlarged City School District of Middletown

Ethan Allen Workforce Solutions

Family Services Inc

Fearless! Hudson Valley, Inc.

Federal Reserve Bank of New York

Focus Media Inc

Gannett Fleming

Global Foundries

Grace Smith House

Hickey Finn and Company Insurance

HONOR ehg Inc

JC Penney

Jewish Family Services of Orange County

Joy Insurance Agency Inc

JP Morgan Chase

Kennametal Inc.

KeyBank

Kirshon and Company PC

Kiryas Joel Village Union Free School District

LaBella Associates

Legal Services of the Hudson Valley

Liscum McCormack VanVoorhis

Literacy Connections - Hudson Valley

Macys

Manpower

Masci, Hale, and Wilson Family Dentistry

McCabe and Mack LLP

Metal Container Corp

Mid-Hudson Valley Federal Credit Union

Millbrook Central School District

Nationwide Corp

New York Life Insurance Company

Newburgh Enlarged City School District

Onsemi

Orange County Partnership

Orange Ulster BOCES

Pawling Corp

Paychex Inc

Pine Bush Central School District

Pine Plains Central School District

Port Jervis City School District

Poughkeepsie City School District

Poughkeepsie Public Library District

Prager Metis

Precision Pipeline Solutions

Price Chopper Golub

Riverside Bank

SEI

Spackenkill Union Free School District

SUNY Orange

Target

TD Bank

TEG Federal Credit Union

Textron Aviation Service Center

The ARC Sullivan-Orange Counties New York

Think Dutchess Alliance for Business

Thrivent Financial

TJX

Tompkins Financial Corporation

Tops Markets

Torrco

Town of Chester

Town of Hyde Park

Ulster Savings Bank

USAA

Valley Central School District

Verizon

Washingtonville Central School District

Westage Management LLC

United

Tocqueville Society Members

United Way of the Dutchess-Orange Region’s Alexis de Tocqueville Society was formed in March of 1984 to deepen individual understanding of, commitment to, and support of United Way of the DutchessOrange Region’s work: advancing the common good by creating opportunities for a better life for all. Membership in the Tocqueville Society is granted to individuals or partners who contribute at least $10,000.00 annually to United Way of the Dutchess-Orange Region

Anthony Campagiorni, Esq.

Christopher Capone*

Kevin Cleary and Holly Wahlberg

William and Catherine Davies

Timothy Eisentraut

Christopher and Marian Gaynor

Peter Groffman and Katherine Bishop

Steven and Susan Howell

Steven and Linda Lant

John P. O’Shea

Jonathan W. and Angela S. Roberts

Linda Sanford

*Deceased

Alexis de Tocqueville admired three elements in American society: liberty, equality and the spirit of neighbor helping neighbor.

Interested in learning more and making a larger impact? Contact Michelle Nepton at mnepton@uwdor.org or 845-471-1900 ext 3115. There are many giving options including monthly installments to make becoming a member even more accessible.

*Christopher Capone was a longtime volunteer and supporter of United Way of the Dutchess-Orange Region. His contributions will always be remembered and appreciated.

BECOME PART OF SOMETHING BIGGER

Introducing the Tocqueville Society Step-Up Program

If you are committed to lasting community impact, the Tocqueville Step-Up Program can help grow your philanthropy.

The Tocqueville Step-Up Program offers a path for you to join United Way’s Tocqueville Society today. Your six-year pledge makes you a member of United Way’s premier giving society today. With your first gift of $2,500, you will join the most influential community leaders in our region. With the Step-Up Program, your giving grows each year over six-years. You will be recognized as a Tocqueville member, and part of a community of our most generous donors.

BENEFITS OF MEMBERSHIP

As a Tocqueville Society member, your gift makes a profound impact in the region. Your purposeful giving creates meaningful solutions for our community. As a member, you will enjoy:

• Invitations to exclusive Tocqueville Society and leadership giving events throughout the year;

• Recognition in United Way publications;

• Invitations to networking, volunteer, and business development opportunities;

• Opportunities to connect with others who share your passion to improve our region;

• Stories and updates about how your gift is making a difference in our community

To find out more, contact Jeannie Montano at jmontano@uwdor.org or 845-471-1900, ext. 3101

Leadership Society

$5,000 - $9,999

Michael Burdis

Rocco and Sharon Cocco

Arthur DeDominicis, CPA

Anne Lescher

Dr. Robert McKee & Julia Hamilton McKee

Ben Niedermeyer

Todd and Janette Ritter

Richard Rowley

Michael Scott

Rebecca Tadikonda

$3,000 - $4,999

Marc Cassalina

Eric Loeven

Gregory and Mary Mayotte

Sharon McGinnis

Jeannie Montano and James Kellett

Robert and Josephine Peacock

Andrew Seward

Kevin Sheehan

Mark and Liz Villanti

$2,000 - $2,999

Gordon Burdis

Lawrence and Lynda Byrne

Tim and Alicia Dean

Jon Garlett

Shawn and Jennifer George

Michael Gillfeather

Walter and Susan Joseph

John Kaften

Stephen Lochner

Eileen Lomoriello

David Mack

Edward Graham and Matthew Murphy

Shelby Outwater

Steward T. A. Pickett

Bradley Quick

Ita Rahilly and Louis Fish

Bruce and Nancy Raymond

John and Laura Safran

Robert Terry, CLU, ChFC

Raymond and Nancy Watroba Jr.

Leadership Society

$1,000 - $1,999

Pat Adams

Daniel Z. Aronzon M.D. and Nancy Aronzon

John Atherton

Kathleen Bartles

Lorraine Barton

Heather Bell

Jolene Borell

Kyro Bouquet

Ronald Brand

Charles Brittain

Gunta Broderick

Keith Brokaw

Christopher Broner

Thomas Burns

Steven Carroll

Robert Caso

Heather Cimorelli

Melissa Clark and Christian Laura

David Cole

John and Ingrid Collins

Ramon and Lennie Kay Colon

Michael Coulter

Troy and Jennifer Del Valle

Phil Derasmo

Eric Diamond

Tom and Regina DiGovanni

Margarita K. Dilley

Michael Dolan

Emily Elshafey

Nelson Feist

Joseph Garozzo

Lora Gescheidle

Janet Giannetta

Joshua R. Ginsberg

Michael and Clare Graham

Bretton Haase

Linda Hannigan

Dawn Harkness

Timothy Hayes

Kwane Hayle

Malinda Haynes

Michael Hichak

Daniel Hickey

Marvyn James

Jane & Doug Johnson

Timothy Kane

Lawrence and Joan Korducki

David Langella

Frank LaRocca

Phillip Lekanides

Teresa Leske

Michael Lofaro

Elizabeth Manning

Susan Manning

Robert R Marchione

Kenneth Marston

Dr. Peter Masci and Christine Masci

Dr. Aby Mathew

Suzette Mazurowski

James McCardle III

Brian and Melissa McNamara

Timothy Murphy

Michelle Nepton

Marta Newkirk

Richard O’Keefe

Peter Olson

Michelle O’Reilly, CPA

Barbara and John Ostrander

Charles Pellegrino

Craig and Keryl Pesce

Travis Podolec

Jill Posephney

Peter Reale

Eric Rice

Edward Sammis

Robert and Elizabeth Sawicki

Michael Swensen

Michael and Kelly Turturro

Michael Yegidis, CPA

Greg Yozzo

Daniel Ziegler

Thomas Zupan

10 Anonymous

500 Club

Steven C. Roach

Robert Abrams

Carrie Albertson

Jerry Amato

Margaret Ambrogio

Stephen Anania

Harry Baldwin

Elizabeth Barach

Robert Barone

Russhaun Bass

Colleen Berry

John Beurket

Louis & Bonnie Biskup

Tara Bliss

Jennifer C. Boniface

John Borchert

Joseph Bostian

Franco Bruna

Jeanne Bruno

Vince Buono

Thomas & AnneMarie Burnell

William Calderara

Anne Carruthers

Patricia Cartelli

Ting Chan

Tracy Christie

John Chrysler

Victor Churchill

James Clancy

Fred Clarke, Esq

Paul Colbert

Richard Conway

Michael & Carol Cotton

Tonia Crown

George Czornyj

James Daniels

Joanne Dejan

Vanessa Delgado

Michelle Demild

Brandon Devens

David & Ashley Dineen

Michael DiSalvo

Michael Donnelly

Ryan Donovan

Philip Edwards

Jack Effron

Steven & Amy Effron

Linda Fakhoury

John Ferguson and Valeri

Thompson

John Follansbee

Timothy Fuller

Steven Furth

Mr. John J. Gallery Jr.

Kendra Garzione

Kim Getgen

Christopher Gilbert

Marjorie Gonzalez

Jordan Goodman

Tafari Gordon

Jerome Graham

Michael Grattini

Jacob Greenfield

Seth Greenspan

Ann and Jeffrey Gross

Joseph Hally

Jennifer C. Hammond-King

Bernard Hayes

Christopher Hayes

Eleanor Hedin

Marie Henshaw

John Hicks

Kevin Hoffman

Katherine Hubbley

Brianna Jimenez

Judith Johnson

Christopher Joy

Julia and Sean Kammerer

Catherine Kantrowitz

Mark Kapfhammer

Brian Kelly

Joseph Kisch

Joseph Koberger

Leland Krumenacker

Sean Lacy

Jennifer Lauria

Tom & Enza Lawrence

Margaret Lawson

Anne Marie Leamy

Freya Lee

James Letterio Jr., CPA

Ron and Julie Linton

Sam Lowe-Durling

Tina Ludwig

Jolanta Lukaszynska

Patrick Mahony

Janet Manfredi

Shannon Mannese

Susan Marchewka

Mark Marino

George Martin

Peter McCaffrey

Megan & Brian McKann

Mark McLean

Robert and Althea Meade

Ann Merenda

James and Roberta Mulder

Margaret Mullins

Jana Murray

Christopher Murray

William & Mary Ann Neiman

Glenn Noakes

Kenyon Nolcox

Kurtis Nordahl

Matthew Odell

James Orr

Stephen & Gail Oscarlece

Nicholas Ottaviano

Stephanie Palmer

Brianna Peak

Eric Perfecto

Stephen Perkins

Michael Pike & Colleen Snavely

Nicholas Pinto

Chris Plum

Ms. Rachel D. Reisman

Stacey Renner

Josh Renner

Rebecca Reynolds

Therese Reynolds-Lee

Steven C. Roach

James Robinson

Charles Ropes III

Barry & Rita Rothfeld

Kimberly R. Ryan R.A.

Jill Sammon

Carlos Santos, Jr.

Mary Sawyer

500 Club

Hans Schick

Diane Schmitt

John Schueren

Jacklyn Schultz

Joann Schweitzer

Mark Sclafani

Scott Scott

Deidre Sepp

Dipti S. Shah

Nadine Sheehan

Roxanne Shepley

Matthew Slifstein

Maureen & Mark Logan

Chrystal South

James Sucato Jr.

Kyle Swee

Thomas Tamburri

Nicole Tancredi

William Thurston

Michael Torchia

Rebecca Torres

Stephen Totten

Nancy Trent

Harold Turner III

Juan Valladares

Robert Viebrock

Lynda Vincent

MaryRose Warcholak

Jonathan Warren Jr.

Daemyan Watson

Dr. Ann Weeks

Tyler West

Mark & Mary Ann Williams

Jeffrey Wilson

Rob Wilson

Angela Winiarski

Frank Wisnewski

Karl & Sherrie Wixtrom

Danielle Youmans

Kristine Young

20 Anonymous

JOIN THE LEGACY CIRCLE

LEAVE A LASTING LEGACY ~ INVEST IN YOUR COMMUNITY AND YOURSELF WITH UNITED WAY

A Gift that Costs You Nothing Today

SHAPE A BRIGHTER FUTURE

United Way of the Dutchess-Orange Region has a long history of improving lives in our community. You can be a vital part of our future by making a legacy gift. Joining the Legacy Circle alllows you to:

• Support the causes you care about Direct your gift to any of our initiatives, ensuring your passion continues to make a difference.

• Secure your legacy

Leave a lasting impact on our community and create a meaningful inheritance for future Generations.

Here are two impactful ways your dedication can continue for generations:

BEQUESTS

The easiest way to make an impact. A simple, flexible and versatile way to ensure we can continue to build a stronger community is through a charitable bequest, a gift in your will or living trust. Add as little as one sentence (often called “bequest language”) saying you want to support United Way. Please feel free to use this sample language, which may be of assistance to you and your advisor: “I hereby give United Way of the Dutchess-Orange Region, a 501(c)(3) charitable Organization (Tax ID: 06-1045698), the following sum of $________ OR ________% of the residue of my estate, OR described property: _________________ to use where the need is greatest OR to be directed toward _______.________” United Way has partnered with FreeWill (www.freewill.com) to offer a free tool that allows users to create a legal will, update their will, or start planning before consulting a lawyer.

BENEFICIARY DESIGNATIONS

Beneficiary designations allow you to transfer assets directly to individuals or organizations like the United Way. Some common examples include life insurance policies, bank and brokerage accounts and retirement accounts including IRAs, 401K/403B accounts and health savings accounts. Contact your retirement plan administrator, insurance company or financial institution for a change-of-beneficiary form or ask how to change beneficiaries online. On the form, list the percentage you would like United Way to receive.

By joining our Legacy Society, you’ll be ensuring funding for our programs today and well into the future. To find out more, contact Jeannie Montano at jmontano@uwdor.org or 845-471-1900, ext. 3101

Gifts from Foundation and Grants

• Ann and Abe Effron Donor Advised Fund of the Community Foundations of the Hudson Valley

• Bank of America Charitable Trust

• Bill and Candy Davies Family Fund

• Cavanaugh Plum Family Fund

• Chevron Texaco

• Church Communities Foundation

• Church Communities NY Inc.

• Community Foundations of the Hudson Valley

• Corporation for National and Community Service

• Dutchess County Government

• Dyson Foundation

• Edward P Sr and Margaret F Ringwood Memorial Fund

• Emergency Food and Shelter National Board Program

• Evelyn and John Morrison Charitable Fund at SUNY Orange

• Field Hall Foundation

• Hickey-Brennan Family Fund

• Hunger Solutions New York, Inc.

• James and Roberta Mulder Giving Fund

• Jeannette F. Schlobach Fund of the Community Foundations of the Hudson Valley

• John and Abby Dux Fund

• Jon Garlett Charitable Gift Fund

• K and L Chan Family Fund

• Kohls Corporate

• Lazarony Giving Fund

• Louis Greenspan Charitable Trust

• Michael Pike & Colleen Snavely Giving Fund

• NYS Department of Health

• NYS Department of Health, Office of Minority Health Disparities

• NYS Office of Temporary and Disability Assistance

• Rocco & Sharon Cocco Charitable Fund

• Sawyer Yu Family Fund

• TA Stern Foundation

• Thrivent Charitable Impact & Investing

• Ulster Savings Charitable Foundation

• United Way Worldwide

• Vassar College

Gifts in Memory and Honor

Gifts Given in Honor

Melissa Clark

Pamela Dederer Pecorelli

Chris and Linda Harden

Kevin Kelly

Nathan Lawrence-Paine

Rebecca Lull

Our Grandkids from Lee and

Judith Pagones

Dutchess County Nursing Department

Gifts Given in Memory

A Good Guy Pumpkin

Patrice Abruzzo

Andrew Baldwin Family

Deborah Baldwin

Abe Banner

Gerald Becker

Mary and Richard W. Booth

Louis Breglia

Mrs. Louis Breglia

Louis Brosang

Tony Buccelli

Lunch Bunch

Linda Caporuscio

Arthur and Ada Chartier

Rev. Richard Chartier

Dawn Christenson

Chuck Collins

Cotton Family

Ronald Creeden

Rachel Cusher Vittone

Stanley and Mae Dahowski

Jerry Delaney

Shirley Delaney

David Dobbs

Pearl Doria Woodin

Donald Doria

Elizabeth Ann Dorsey

Olive Doty

Kimberly Doughty Abrams

Helen Dunham

Roy Dunham

Marie English

Wayne Ennist

Anthony Germinaro

Eleanor Germinaro

Bob Goewey

Lorraine Goewey

Bernard Goodman

Mike Grega

Bea Grega

Eric Guggleberger

Stanley Hamm

Raymond Hawk

Helen Hawk

Walter & Joyce Hermann

Tom Heupler

F Hoag

Mary Hoag

Robert Homko

Chris Hunt

Thomas Jaques

John, Mary, Andy, and Tim

Charles Johnson

Pam Johnstone Moguet

Dolores Kelly

Len Kistner

Ray Kistner

Ken Klick

Adam Lee

Vince Libretti

Rita LIvingston

Loved Ones from Rudolph Macak

Julia Marcus

Curt Martinson

Anna Martinson

Paul McCue

Brian McGrath

Anna Moore

Ruth Morey

Louis Morgenthaler

Betsy Mulder

Vincent Mullen

John Murnin

My Parents from Laxman

Parashar

Edward Nadeau

James O’Neill

Our Parents from Lynne Kopac

Dominick Palmeri

Helen Palmeri

Bill Pelzek

Jim Petrone

Helen Pfeiffer

Edward and Alma Poplawski

Dennis Powers

Marty Quick

Jeff Raymond

Joseph Resta

Melissa Ritchie

John Ritchie

Ken and Dot Robertson

Charles Saylor

Shirley Saylor

Irma Schwinger DeAngele

Bernard Slade

James Smith

Erin Shanley

Michael Sorbera

T-Bone

Dorothy Traver

Alden Traver

Richard Travis

Sandra Vana

Josie Vaughan

Emma Whitehead

Joan Whiteley

Alfred Wing

Virginia Wing Trueman Witherwax

Financials Fiscal Year 2023-24

Operating Revenue, Gains and Other Support

Annual Campaign Contributions (including DonorDesignated Amounts) $956,832

In-Kind Contributions $350,435

Contract, Grant and Contribution Income $741,693

Investment Return, Net of Fees $120,617

Special Events Income $262,080 ERC Revenue $152,425

Other Income $7,674

Endowment Appropriations to Operations $275,033

Total Operating Revenue, Gains & Other Support

Including Donor Designated Amounts

$2,866,789

Less: Provision for Uncollectible Pledges -$55,159

Less: Donor Designated Amounts -$126,553

Net Operating Revenue, Gains and other Support $2,685,077

Expenses

Community Fund Grants and Program Expenses $920,131

TOTAL EXPENSES $2,648,842

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