be a

in our communityleader

together

vitalWhen you give $1,000 or more to United Way of Southwest Virginia, you become a Leader. Leadership donations are the fastest growing part of our campaign. Over 200 generous individuals participated in our Leadership Giving Society, donating nearly $300,000 – 20% of the 2014 annual campaign.

we’re in this

your leadership is

We can continue to work together to ensure a strong community to live, work and raise our children by opening our hearts to our friends and neighbors and giving to those in need.

Steve SmithFood City CEO/President

Mr. & Mrs. Steve & Debbie Smith

givingthe benefits of

It is said that those who bring sunshine to the lives of others cannot keep it from themselves. There are great benefits to Leadership Giving, and these include the following:

Personal satisfaction Your generous gift touches thousands of lives each day.

Setting a fine exampleA true leader possesses commitment and integrity, and is willing to serve as a positive example to others in the community.

Sharing in our community’s successUnited Way of Southwest Virginia promises to update you throughout the year about the many ways we are using your contribution to help people. We welcome and encourage your feedback as you are a key stakeholder in United Way of Southwest Virginia and our community.

United Way honors members of our three prestigious Leadership Giving Societies: the Alexis de Tocqueville Society, the Signature Society and the Pillar Society.

• Network with other like-minded leaders in the community.• All members have the option of being published in the United Way of Southwest Virginia Leadership Giving

Booklet.• All members are cordially invited to a special Leadership Giving reception, a thank you event honoring our

community’s most prominent givers.• Members are invited to special Leadership Giving events, such as LGS Backpacking.• All members are invited to participate in the Leadership Giving Society advisory committee and aid in

planning society events throughout the year.• Members receive special invitations to United Way of Southwest Virginia events

Leadership Giving Society at Backpacks Unite 2013. Photo courtesy of Joe Pippin.

thousands will benefitfrom your support

When you give to United Way of Southwest Virginia, your donation is invested locally. More than 30,000 citizens will be impacted as a result of our work.

More than 40 partner organizations deliver quality services and programs for citizens in our community. For many of these organizations, the support from the United Way is integral to their operation. But United Way is more than just a funder. United way is a catalyst for change, bringing the passion, expertise

and resources needed to get things done. We work closely with stakeholders across the region to identify and address needs.

With a focus on collaborations, we are working together to achieve BIG things. To create meaningful change within the population, it is not possible for one group alone to accomplish this goal. United Way of Southwest Virginia is spearheading new partnerships and changing the community for the better.

EducationFor children to achieve their potential, they need a safe environment where they can learn and develop age-appropriate physical, emotional and social skills.

Your investment provides opportunities such as:• Early childhood education programs that prepare children for school• Community programs that promote leadership and life skills for children of all ages• Intensive reading programs that assist early elementary students to gain reading proficiency

IncomeTo be independent, people first need enough income to be financially stable. Parents need to be able to feed, clothe and house their children. Seniors need to be able to pay for their medication and support themselves through retirement.

Your investment provides opportunities such as:• Training to help people find and keep jobs that pay a living wage• Financial literacy programs that teach families how to budget, build savings and manage their money• Tax preparation assistance and education

HealthWhen families have good health, we have healthy communities. Parents are able to work, children are able to attend school and learn, and seniors can live safely and comfortably.

Your investment provides opportunities such as:• Programs that provide support for mental health issues• Nutritious meals for children who would otherwise go hungry over the weekend• Educational programs designed to reduce childhood obesity

building blocks ofa good quality of life

a leaderhow you can become

• Payroll deduction through your workplace• Monthly donation by credit card or your bank account• One-time donation by cash, check, or credit card• Donations of publicly traded securities• Make a Planned Gift— become part of the Legacy Society

Mr. and Mrs. Mark and Tammy Ammen

how your donationhelps$10,000Provides 50 children with nutritious weekend meals through United Way of Southwest Virginia’s Backpacks Unite. Backpacks ensure children don’t go hungry throughout the weekend so they can enter school Monday morning ready learn and ready to succeed.

$5,000Provides 200 children with age-appropriate books each month. These books ensure young children, ages 0-5, have access to developmentally appropriate reading materials preparing them for a better start in kindergarten.

$2,500Provides 150 families with budget and savings lessons. This enables families to become more financially literate, thus increasing their overall stability and long-term financial sustainability

$1,000Provides 400 children with books and literacy enhancing materials for Read Across America Day, fostering the love of learning.

$500Assists 50 youth with attending summer camp. Through Smart Beginnings, United Way of Southwest Virginia’s early childhood iniative, campers develop skills that lend to becoming more productive, responsible citizens.

2014 Campaign Leadership Givers

Societies

Leading Organizations

United Way of Southwest Virginia is taking this opportunity to honor those who have shown their commitment and caring through the Leadership Donations.

A large percentage of Leadership donors come from local companies who make Leadership giving a focal point of their workplace campaign.

Alpha Natural ResourcesAppalachian Power BB&TBristol CompressorsDickenson Community HospitalDickenson-Russell Coal Company, LLCEmory & Henry CollegeFirst Bank & Trust Co.Food CityGrayson County SchoolsGuardian Industries CorporationHighlands Union BankJohnson EnterprisesKennametal Inc.Lions Eye Clinic of the Twin CountiesMohawk Industries Inc.Mountain Community Action ProgramNationwide InsuranceNorton Community HospitalPfizer, Inc.Range Resources CorporationRoyal MouldingsRussell County Medical CenterSouthwest Virginia Legal Aid Society

TargetThe Bank of MarionTown of AbingdonTRWTwin County Regional HospitalUnited Way of Southwest VirginiaUniversal Fiber SystemsUPSUtility Trailer ManufacturingWashington County 4-HWashington County Emergency ManagementWashington County Public Library

De Tocqueville Society .......................................................................... $10,000+

Signature Society - Gold Quill .....................................................$5,000 - $9,999

Signature Society - Silver Quill ....................................................$2,500 - $4,999

Signature Society - Bronze Quill ..................................................$1,000 - $2,499

Pillar Society ....................................................................................$500 - $999

Photo: Mrs. Donna Fowlkes, Mr. Neel Rich, Ms. Carol Brunty and Ms. Barbara Farmer

Silver QuillMs. Caroline K. SpiresMr. and Mrs. Kevin & Kaye S. CrutchfieldMr. and Mrs. Steve and Debbie SmithMr. Paul H. ViningMs. Judy M. HillMr. and Mrs. Link and Karen ElmoreMr. and Mrs. Mike and Susan Brown

Mr. and Mrs. Vaughn and Mary GrovesMs. Kimberly N. JohnsonMr. Alan W. Jones Jr.Mr. William D. Kilgore, Jr.Mr. and Mrs. Casey and Kendra McReynoldsMr. Joe Pippin

leadership givingsociety members

De TocquevilleMr. and Mrs. Don and Etta NicewonderMr. John Sklepowicz*

Gold QuillMr. and Mrs. Tom and Donna FowlkesMr. and Mrs. Marc and Tammy AmmenMr. Jonathan ApplebaumMr. and Mrs. Thomas and Kyra Bishop

Mr. J. Kevin NicewonderMr. Richard M. QuesenberryMr. Brian SullivanMr. Frank J. Wood

Bronze QuillMs. Barbara FarmerMr. Tye D. BentleyMr. Matthew L. WilsonMs. Linda G. FritschMr. and Mrs. Conrad and Marjorie McNeerMs. Florence PowellMs. Diane L. WileyMr. Michael T. LockardMr. Brian and Mary DawsonMr. Thomas D. ReaMr. Eddie and Gail GuyMr. and Mrs. Jim and Phoebe CartwrightMr. Henry C. DawsonMs. Brenda StreetMr. Burke T. Vander LindMr. John E. StringerMr. Daniel E. GleiMr. Saul A. HernandezMs. Billie J. HessMs. Leanna SmithMr. Harry L. Stanley

Ms. Mary L. BegleyMr. and Mrs. Travis and Ryiah StatonMs. Carol BruntyMs. Pamela L. GourleyMr. and Mrs. James and Mary Lily NuckollsMr. Richard A. AxthelmMr. Brandon L. CrossMr. Jeffrey S. EgglestonMs. Sharon JohnsonMr. David Nathan JordanMr. and Mrs. Andrew and Stacey KestnerMs. Lisa W. SeabornMr. David ShockleyMr. Robert CarlsonMr. and Mrs. Howard and Heidi McElroyMr. Gary BanburyMr. and Mrs. Howard and Libby BartholomayMr. and Mrs. Wayne and Carole BellMr. and Mrs. Bob and Gay BreakfieldMr. and Mrs. John and Betty CarricoMr. and Mrs. James and Gene Cole

Mr. and Mrs. Dwight and Brenda CraneMr. Charles DicksonMrs. Terry K. EckleyMr. Louis FicksMr. and Mrs. James and Karen GardnerMr. and Mrs. Bruce and Kristi HartshornMr. J. C. HitzMr. Michael J. HubertMr. and Mrs. Greg and Paige KellyMr. and Mrs. Gary and Susan KimbrellMs. Suzan E. MooreMr. and Mrs. French and Laura H. Moore IIIMs. Deborah H. Quillen

Mr. and Mrs. Michael and Deborah QuillenMr. Neel RichMr. and Mrs. Keith and Kathi RoarkMs. Caryl WilsonMs. Donna KeskeMs. Judy M. TweedMs. Linda FritschMs. Lucy AlexanderMs. Mary L. BegleyMs. Pamela GourleyMs. Suzan E. MooreThe Honorable Jim and Mary Jones

Pillar SocietyMr. and Mrs. Wayne and Penny PerryMr. Kevin D. SigmonMs. Cindy SwordMr. and Mrs. John and Sydne MontagueMr. Allen B. Walsh, Jr.Ms. Kathy BordwineMr. Robert DuffMr. David S. FranksMr. Larry BarrettMr. Daniel W. CollinsMs. Kristal HerringtonMr. Roby OrrMr. Louis A. ScudereMr. David WerthMr. Herman CrusenberryMs. Deborah IcenhourMs. Martha EasterMr. and Mrs. Danny and Crystal PeekMs. Elizabeth A. CrabtreeMs. Angela SprolesMr. Larry HarleyMr. Jeffery BrightMs. Pam FolenoMr. John M. SeabornMr. Robert E. HuttonMr. Donald R. BerlinMr. Don CampbellMr. Rick GaumerMs. Amanda LeathMr. and Mrs. Oliver and Vivian McBrideMr. Donnie MeadowsMs. Audrey PowersMr. Kevin W. AbelMr. Herman CrusenberryMr. Mark A. Miller

Mr. John GougeMr. Larry DempseyMr. Charles E.Mr. Ben AdamsMr. Dwayne BarrettMs. Tammy L. BaumgardnerMr. David K. BitterMr. Jeffrey BlackwellMr. William BoardwineMr. Donald R. BowmanMr. and Mrs. Gary and Crystal BreedingMr. Justin ChaseMs. Jayne ClarkMr. Gary B. ClatterbuckMs. Jennifer T. ClevingerMs. Janice CoeMr. Franklin B. CookeMr. Michael A. CourtneyMr. Robert E. CrossMr. Cody W. CunninghamMr. Andrew DaltonMs. Tara DaltonMr. Jeffery DavenportMr. Justin DennisonMr. Greg EdensMr. Dean ForanMr. Kyle M. GettersMr. Michael J. GisinMr. Junior L. GrantMs. Deborah GreerMr. Edward GreerMs. Wanda HalseyMr. Stephen A. HawkinsMs. Dedra S. HelbertMr. and Mrs. Brian and Alison Hicks

Mr. Mark E. HodgesMr. Michael HoskinsMr. Charles JacksonMr. Adam R. JohnsonMr. Jason KelloggMr. Roger D. KetronMr. James LinkousMr. Mark M. MannoMr. Christopher A. MatrasMr. Stephen B. McDanielMr. Chris W. McGheeMr. Jason C. MitchellMr. Joel MoseleyMr. Carter MullinsMr. and Mrs. Richard and Donna NunleyMr. Michael OhlsonMr. and Mrs. George and Debbie OwensMs. Penny PerryMr. Clayton R. PruittMr. Christopher M. QuillenMs. Terri RoopMr. Alex H. RotonenMs. Dixie RoweMr. Christopher SextonMr. Michael SmithMr. Brett A. SnavelyMs. Danielle StarnesMr. James C. StinsonMr. Marty R. StreetMs. Patricia A. SullivanMr. Cody SweetMr. John D. TrentMr. Jennings WhickerMr. Jeff D. Williams

Mr. Xavier D. WoodardMr. Steven W. WorleyMr. Richard WyattMr. Ryan M. ZillesMrs. Pokey HarrisMr. Jeffery A. JohnsonMr. Timothy LawsonMr. John LincolnMr. James McAlisterMs. Martha Jeanne McClayMr. Samuel L. NeeseMs. Brenda BinghamMs. Joyce E. CornetteMr. and Mrs. Greg and Tammy DotsonMr. Fred M. ForanMr. Robert HorschMr. Harry L. HullMr. Gus JansonMr. and Mrs. Gus and Darcy JansonMr. and Mrs. Don and Suzanne LayMr. and Mrs. LB and Betty LyleMr. and Mrs. John and Martha McClayMr. Donald McElhenyMr. Brendan F. McSheehy, Jr.Mr. Robert L. NeeleyMr. Roy M. Petty, Jr.Mr. Thomas C. Phillips JrMs. Karen M. RichardsonMs. Carolyn C. RyburnMr. Kenneth ShumanMs. Kitty SmithMr. and Mrs. Dennis and Lyndalu StatonMs. Reelia R. WatsonMs. Janet Woolwine

Pictured (L to R): Mrs. Kristin McMurray, Mrs. Sydne Montague, Mrs. Donna Fowlkes, Mr. John Montague, and Mr. Tom Fowlkes

Pictured (top): Mr. and Mrs. Don and Etta Nicewonder. Pictured (bottom): Mr. Kevin Crutchfield, Mr. Frank Wood, and Mr. Vaughn Groves. Pictured (right): Mr. and Mrs. Gary and Susan Kimbrell

*Denotes a Legacy Giver

Name United Way as a beneficiary in your willA bequest provision can be included in your will when you are creating it, or you can amend your existing will through the use of codicil.

This arrangement provides you with flexibility and control should your circumstances change. You can designate an exact amount or asset or a percentage of the assets in your will.

Make an outright gift of cash or appreciated stock or real estateThis is an excellent technique for individuals in the highest tax bracket...or those who have sold a business or received a significant bonus and could benefit from an immediate tax deduction.

Name United Way as the beneficiary of an existing or new life insurance policyMany contributors are attracted to life insurance because it enables them to make a larger gift than they would otherwise have been able to make. Here’s how it works: you pay the premiums on a life insurance policy that will ultimately produce a sizable gift to United Way. If United Way is named as the owner and beneficiary, you will also receive a tax deduction for the annual premiums.

Below is an illustration of live insurance costs for various policy amounts for different ages. Note that these costs are for illustration purposes only. Actual premiums will vary based on the individuals insured and the policy selected.

Name United Way as a beneficiary of aretirement planPerpetuating your gift through a retirement plan is simple, flexible and tax wise. Contact the administrator of your retirement plan to designate United Way as the beneficiary of your retirement plan. They can also let you know what restrictions might apply.

The benefits of naming United Way as the beneficiary of a retirement account include:• Avoiding potential double taxation on retirement

funds gift to heirs (estate tax and income tax).• Allowing you to continue to draw money out of your

retirement account while you are living.• Providing you with the freedom to change your

mind if your situation changes.• Giving you the satisfaction of knowing that your

hard-earned retirement funds will continue to impact people’s lives in our community.

Legacyleave your

HOW TO INCLUDE UNITED WAY IN YOUR WILL OR ESTATE PLANIt is easy to include United Way in your will or estate plans. Below are six of the most popular ways to do this. We would welcome the opportunity to send you additional information or meet with you to take the next steps.

For example, Jack has a stock

portfolio of highly appreciated stock.

He decides to contribute stock

he purchased many years ago for $50,000 that is now

worth $200,000. Because this stock

is being transferred to United Way, Jack

will not have to pay capital gains

tax. United Way will benefit and

Jack will receive a significant income

tax deduction.

Benefit from a split interest giftA split interest gift is really two gifts, one that is present interest and one that is future interest. Typically, the present interest gift is a lifetime flow of income back to the donor. The future interest gift is the amount the charity will receive at the death of the donor. The most popular split interest gift is a charitable remainder trust. It is a gift that returns an income to you, your spouse or another beneficiary you name. Highly appreciated but low yield stock is an ideal asset to use in a charitable remainder trust.

For example, Bob and Jan, contribute $200,000 of stock to a charitable remainder trust. They purchased the stock many years ago for $50,000. While the stock has appreciated significantly, it is only producing an income of $2,000 to $3,000 a year. By contributing the stock to a charitable remainder trust, Bob and Jan receive a tax deduction of approximately $78,000 and avoid $22,500 in capital gains tax. Although they can select various payouts, Bob and Jan create a trust that will provide an income of $12,000 annually for the rest of her life. At their death, the assets within the trust will be distributed to United Way.

Another “split interest” gift is a retained life estate. This is a way to give away the future interest in your home after your lifetime. You continue to enjoy your home while you are living. Perhaps you own a home or vacation home that your children have no interest in inheriting. You can create an irrevocable provision to retain the use of your home during your lifetime...and give the remainder interest to United Way at your death. You receive a current income tax deduction for the remainder interest and remove the home from your taxable estate.

Make a gift through a Charitable Gift Annuity and receive payments for life.If you would like to benefit from interest that is higher than you can obtain from CDs and money market accounts, a charitable gift annuity is an excellent gift option, especially if you are over 60 years old. You would receive annuity payments for life and the remainder of the gift would benefit our community through United Way. The projected amount of the gift that would go to United Way is tax deductible.

For more information on how a charitable gift annuity would benefit United Way and you, please call United Way at (276) 628-2160 to discuss your plan.

Information and calculations are for illustration purposes only and should not be considered legal, accounting or other professional advice. Your actual benefits may vary depending on the nature and timing of the gift and your particular circumstances.

YOU HAVE THE POWERTO ADVANCE THECOMMON GOODWELL INTO THE FUTUREHOW TO INCLUDE UNITED WAYIN YOUR WILL OR ESTATE PLAN

For more information, contact:United Way of Southwest Virginia

P.O. Box 644Abingdon, VA 24212

276-628-2160

www.unitedwayswva.org

United Way of Southwest VirginiaP.O. Box 644 | Abingdon, Virginia 24212276.628.2160 phone | 276.628.8484 fax

info@unitedwayswva.orgwww.unitedwayswva.org

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