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First Tuesday Speakers | 2002-2011 John Allen | Cincinnati Reds Derek van Amerongen, M.D., M.S. | Humana Health Plans of Ohio in Cincinnati James M. Anderson | CCHMC James Barone | EyeMed Vision Care, LLC John F. Barrett | Western & Southern Financial Group Johnny Bench | Cincinnati Reds J. Kenneth Blackwell | Ohio Secretary of State Richard A. Boehne | The E.W. Scripps Co. Neil K. Bortz | Towne Properties John Bostick | Lucrum, Inc. William P. Butler | Corporex Companies, LLC David L. Calhoun | GE Aircraft Engines Robert H. Castellini | Cincinnati Reds / Castellini Management Company R. Kerry Clark | The Procter & Gamble Company Christopher C. Cole | Intelligrated, Inc. Richard O. Coleman | Gen Stone Acquisition Co. Robert Conway | The Bistro Group Robert J. Coughlin | Paycor, Inc. Richard B. Cross | USI Midwest Susan Croushore | The Christ Hospital Dennis C. Cuneo | Toyota Motor Manufacturing, North America Clayton C. Daley, Jr. | The Procter & Gamble Company Richard K. Davis | U.S. Bancorp David Dillon | The Kroger Company The Honorable Susan Dlott | United States District Court James C. Ellerhorst | Deloitte & Touche Scott D. Farmer | Cintas Corporation Harry Fath | Fath Properties Kate Fenner | Compass Clinical Consulting Michael Fisher | Cincinnati USA Regional Chamber Cyrus F. Freidheim | Chiquita Brands International Larry C. Glasscock | Anthem Vickie Buyniski Gluckman | United Medical Resources Michael Graham, S.J. | Xavier University Harry H. Graves | Global Energy Elizabeth K. Grubow | LPK Scott Harsh | Fund Evaluation Group Chris Hassall | The Proctor & Gamble Company John W. Hayden | Midland Company Gary Heiman | Standard Textile Company, Inc. Jane E. Henney, M.D. | University of Cincinnati Karen M. Hoguet | Macy’s Inc. Jay Johannigman, M.D. | University of Cincinnati

United Way Tocqueville Society Jerry Kathman | LPK A.G. Lafley | The Procter & Gamble Company Stephen Leeper | 3CDC Marvin Lewis | Cincinnati Bengals L. Ross Love | Blue Chip Enterprises Kenneth W. Lowe | The E.W. Scripps Co. James Mason | Beech Acres Parenting Center Robert A. McDonald | The Procter & Gamble Company Jill McGruder | IFS Financial Services Sandra Meyer | Duke Energy Valerie Newell | RiverPoint Capital Management Tom Neyer, Jr. | Neyer Holdings Corporation Buck Niehoff | Peck, Shaffer & Williams LLP Evans Nwankwo | Megan Construction Co. James F. Orr | Convergys Corporation Charlotte R. Otto | The Procter & Gamble Company John Pepper | National Underground Railroad Freedom Center David Phillips | Cincinnati Works Joe Pichler | The Kroger Co. Rob Portman | United States Senator Frank A. Riddick, III | Formica Corporation René J. Robichaud | NS Group Richard Rosenthal | Uptown Arts Robert Salerno | Ethicon Endo-Surgery, Inc. Nick Sargen | Western & Southern Financial Group Carl Satterwhite | River City Furniture Edgar Smith | World Pac Paper Pete Strange | Messer Construction Robert A. Sullivan | Fifth Third Bank John Taylor | PNC Financial Services Group John Tew, M.D. | Mayfield Clinic Ellen van der Horst | Cincinnati USA Regional Chamber James L. Wainscott | AK Steel Corporation Robert K. West | Echelon One, LLC Bill Weyand | MSC Software Gregory H. Williams | University of Cincinnati Thomas Williams | North American Properties Jeff Wyler | Jeff Wyler Automotive Family Craig Young | Queen City Angels Nancy L. Zimpher | University of Cincinnati Nora L. Zorich, M.D., Ph.D. | The Procter & Gamble Company

*Company affiliations are accurate as of presentation

Contact Us For more information about the Tocqueville Society and any of our programs, email Tocqueville.Society@uwgc.org or call 513-762-7207.

Channeling influence into action.


Strategic Investments | Powerful Collaborations United Way’s investment strategies have evolved over many decades of service in the community. Today, we build relationships, develop partnerships and help focus energies around kindergarten readiness, high school graduation and financial stability. There are hundreds of examples of the impact United Way’s investments have on our community every day. Below are results from two collaborations making a positive difference in our region.

Partners for a Competitive Workforce The nation’s headlines are filled with statements about employers who can’t find workers with the right skills. United Way is doing our part; through Partners for a Competitive Workforce, we’re bringing together employers, chambers of commerce, workforce boards, educational institutions and community organizations across our tri-state region to focus our efforts on closing the skills gap and connecting employers to qualified workers. The main objectives are to connect businesses with qualified workers, align education with employer needs and improve work readiness.

Tocqueville Society | Leaders in our Community

United Way’s Tocqueville Society is the premier platform for community, civic, and business leaders to advance the common good. Key leaders, crossing all industries, geographies, ethnicities and religions, view United Way as the region’s foremost organization to give, advocate and volunteer. Tocqueville Society members use their passion, collective experience and influence to accelerate United Way’s progress in meeting the region’s most critical needs ensuring: • Children are prepared for school • Youth graduate from high school prepared for their next step • Families and individuals achieve financial stability • People lead healthy lives

Investments in Our Future Nearly 900 Tocqueville Society members giving $11.8 million annually are working to advance the common good in our region.

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Since 2008, more than 4,800 individuals have been served across three career pathway partnerships. Of that total, we served nearly 4,000 jobseekers with 80%+ completing training and earning over 3,000 credentials and an estimated 60-65% job placement rate.

Financial Opportunity Centers Low- and moderate-income families have been among the hardest hit in the economic downturn. Financial Opportunity Centers were launched in 2011 to address the needs of individuals struggling to meet the financial bottom line for themselves and their families. The Centers help individuals make appropriate financial decisions, boost earnings and reduce expenses. Financial Opportunity Centers are one-stop, neighborhood-based centers that provide families and individuals with a full range of services and support, such as financial coaching and education, job training, housing assistance, and other supports, which help them become financially stable. Individuals in crisis are empowered by learning how to best manage their spending, saving and investing. Financial education helps people learn to use credit wisely, to manage their money with confidence, and, most importantly, understand the benefits of saving.

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Benefits of Membership In addition to the philanthropic benefits, Tocqueville Society membership offers special opportunities and activities. First Tuesday Luncheon | Held monthly (September – June) at the Queen City Club Tocqueville on the Road | Quarterly evening series held across the region Beyond the Check | Opportunity to engage in United Way’s work through educational and volunteer opportunities Impact Spotlight | Events highlighting United Way’s work Special Events | Distinct events at unique venues

Tocqueville members network at a First Tuesday luncheon. L to R: Rob Reifsnyder, Jim May, Gregory Williams, Tim Schoonover

LinkedIn | Private online group for member interaction Tocqueville Riders | Opportunity to participate in cycling events with fellow members Recognition | Special recognition in the local giving registry

Join Us Tocqueville Society members commit to an annual gift of $10,000 or more to United Way.*

Step-Up Your Support Over Time The Tocqueville Step-Up Program offers immediate membership to individuals who commit to incrementally increase their gift and reach the $10,000 level within three years. Tocqueville Step-Up Example

This Year

$5,000

Year Two

Members and their spouses gather at a Tocqueville on the Road networking event at the Hyde Park Country Club. L to R: Vickey DeLuca, Paul DeLuca, Lynn Kukanza, Steve Kukanza

Year Three

$7,500 $10,000

Multiply the Impact of Your Gift! Challenge matches from local foundations and individuals may apply to increase the impact of your gift in our community. *Joint membership gifts with a spouse or partner may also qualify. Contact a member of United Way’s Major Gifts staff for more information at 513-762-7207.

Members of the Women’s Leadership Council gather to network. L to R: Susie Lame, Kim Halbauer, Elsa Abruzzo 4

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Connect with the Society Tocqueville Society Cabinet Developed as a way to identify and cultivate new Tocqueville members, the Cabinet includes business and community leaders from across the region. Cabinet members have a passion for the work of United Way and the opportunities provided by the Society. Colleen Athans is the 2012 Tocqueville & Major Gifts Chair. Colleen Athans Vice President GE Aviation Supply Chain

Jean Lauterbach Best Practice Chair Vistage International

Jill McGruder President and CEO IFS Financial Services

Tocqueville members develop ideas to stimulate economic development in our region during a Tocqueville on the Road event.

Tocqueville Advisory Council The Tocqueville Advisory Council develops and oversees the strategic direction of the Society. Through a variety of opportunities, the Council assists United Way in understanding and responding to Society member needs while providing feedback and perspective on important community topics. To engage new and returning members, the Council developed Beyond the Check, a series designed to educate and involve members in United Way’s work. Jean Lauterbach is the Tocqueville Advisory Council Chair. Women’s Leadership Council Women giving a Tocqueville Society gift in their own name are members of the Women’s Leadership Council (WLC). The WLC brings together a powerful group to strengthen the community specifically in the area of women’s self-sufficiency. Through a series of networking, impact and enrichment opportunities, WLC members are a unique driving force in our region. Jill McGruder and Kathy Haines are the WLC Co-Chairs.

Critical conversations are a part of every other Tocqueville on the Road event. Members here discussed health in our community.

Kathy Haines Partner Deloitte

Members network and enjoy lunch at a First Tuesday luncheon.

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Connect with the Society Tocqueville on the Road | A quarterly series of special evening gatherings held at a variety of distinct venues throughout the region. The programs vary from extended networking to rich discussions of issues facing our community. These issues challenge us to develop a deeper understanding of United Way’s work and lend our voice to the conversation. Past events have been held at The Green Diamond, Xavier University, Mercy HealthPlex and Peterloon. These events are sponsored by an anonymous donor.

Tocqueville on the Road attendees discuss the challenge we all face navigating a complex healthcare system. L to R: Joe Ed Liska, Lee Ann Liska, Gyasi Chisley, Kevin Joseph.

Impact Spotlight Series | These sessions are a forum for leadership donors to explore and discuss community-wide challenges and opportunities along with United Way’s future direction. Sessions are held during lunchtime or after work. Past topics have included ‘Bold Goals for the Decade,’ ‘Closing the Skills Gap: Partners for a Competitive Workforce’ and ’Poverty in Our Community – And United Way’s Response.’ These sessions are sponsored by United Way board chair Valarie L. Sheppard and The Procter & Gamble Company. LinkedIn | The Tocqueville Society LinkedIn Group is a platform for members to discuss the most pressing issues facing our region in the areas of education, income and health. Society members are finding this online conversation a good way to continue discussions about important regional news and Tocqueville on the Road sessions.

Leadership donors gather at an Impact Spotlight Series to discuss the work that United Way is doing to close the skills gap in our region through its program, Partners for a Competitive Workforce.

Tocqueville Riders | Tocqueville Riders was launched in 2011 as an unique networking opportunity for members who enjoy cycling. Rides are scheduled throughout the year and range from 25 to 50 miles in length. Past hosts have included Bill Butler, Kay Geiger, David Joyce, John Pepper, The Portman Family and John Tew. Beyond the Check | Sessions are held to acquaint Tocqueville members with United Way’s Agenda for Community Impact and the Bold Goals for our Region. Attendees are invited to engage in United Way committees, agency boards and other special volunteer opportunities based on their interests.

Tocqueville Riders prepare for their inaugural 25-mile ride beginning at The Ascent in Northern Kentucky. 8

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Connect with the Society First Tuesday Luncheon Series | This series provides Tocqueville Society members an opportunity to network and hear from prominent business and community leaders. Each month’s luncheon brings members together for spirited dialogue and shared learning. Guests also receive a brief report on how their investment is making an impact on United Way priorities in the areas of education, income and health.

Recent First Tuesday Presenters Jim Anderson

Virginia C. Drosos

Cincinnati Children’s Hospital Medical Center Advancing the Innovation Ecosystem: Creating Jobs

The Procter & Gamble Company Leading From the Outside In

Clifford A. Bailey

Melanie Healey

TechSoft Systems A Remarkable Achievement

The Procter & Gamble Company Innovating for Today and Tomorrow

Thomas F. Boat, M.D.

Marvin Lewis

University of Cincinnati The UC College of Medicine: A Community Asset

Cincinnati Bengals Starting Fresh

Doug Bolton

Candace McGraw

Cassidy Turley Commercial Real Estate Services What I Miss About the News Business: Nothing!

Cincinnati/Northern Kentucky International Airport Reinvention of CVG

Shannon and Lee Carter

Rob Portman

2012 World Choir Games Cincinnati on the World Stage: Insiders’ Update on the 2012 World Choir Games

United States Senator Getting Ohio’s Economy Back on Track

Luncheons are conveniently held September through June on the first Tuesday of the month from 11:45 a.m. to 1 p.m. at the Queen City Club in downtown Cincinnati.

2010-2012 First Tuesday Co-Chairs

Laura Brunner, President and CEO, Port of Greater Cincinnati Development Authority Paul Brunner, President and CEO, Tire Discounters, Inc. The First Tuesday Luncheon Series is generously underwritten since 2010 by RiverPoint Capital Management, LLC.

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2012 Tocqueville Brochure