2008 Annual Report
Advancing the Common Good
(posted February 1, 2009)
Message
to the UWRA Community
As the
UWRA’s mission and vision are probably more closely aligned
with the
UWRA
UWRA Vision: UWRA will be the
Association of choice by UW retirees and eligible UW employees; and as a valued
provider of assistance to
As we all know to LIVE UNITED means
working together to solve problems and bring about lasting change. Now more than ever as a country, as
communities, as individuals we are called to LIVE UNITED and GIVE, ADVOCATE,
and VOLUNTEER for it is together that we can all accomplish more.
The
Thank you
for living united and helping us to advance the common good.
Henry J. Monaco Patricia
R. Smith
President,
UWRA Executive
Director, UWRA
GIVE. | ADVOCATE. | VOLUNTEER. | LIVE UNITED™
Organizational
Review
United Way Retirees Association
(UWRA)
GIVE. | ADVOCATE. | VOLUNTEER. | LIVE UNITED™
UWRA’s Focus:
To Provide
Programs that:
•
Advocate
for retired UW staff and enrich the lives of individual UW retirees.
•
Support
and Strengthen the work of local
Membership:
Over 500 individuals age 50+ representing:
•
Those
Who Have Retired From a UW position
•
Active
UW staff
•
Those
With Significant Career Experience With United Way
Organizational
structure:
•
Founded
in 1989
•
501
(c) 3 public charity status
•
Governed
by a 15 to 24 member volunteer Board
•
Volunteer
Service Corps represents all levels of UW staff
•
Three
part-time staff members totaling 65 hours per week
Support:
UWRA is supported through the generosity of local and

Expenses:
As partners in advancing the common good, UWRA members have
provided experienced professional services, at no or little cost, to
UWRA – Advancing the Common Good
Advancing
the Common Good is a framework geared to more efficiently and effectively meet
each of the
Below
summarizes UWRA’s strategy to assist in Advancing the Common Good:
UWRA – Advancing the Common Good by adding value
Ţ
Add
value to future & current UW retirees’ lives and the UW system by focusing
on the dimensions of education, health, & income in the context of UWRA’s stated
mission.
UWRA – Advancing the Common Good by enhancing
Ţ
Promoting
and enhancing the UW reputation and reach primarily by: 1) providing opportunities
for current and retired UW staff to engage, and 2) strengthening relationships
with strategic partners to increase the organization’s effectiveness, relevance
and impact.
UWRA – Advancing the Common Good by facilitating UW system growth
Ţ
Assist
in the growth of the UW system, particularly increasing system revenue through
working with individual UWs in developing or expanding their Endowment &
Planned Giving programs.
UWRA – Advancing the Common Good by supporting operational effectiveness
Ţ
Assist
in enhancing the UW system’s Operational Effectiveness particularly through
contributing to leadership development, learning opportunities and envisioning
global solutions.
UWRA embodies the LIVE UNITED message as we strive to engage
the UWRA membership and the UW community as partners to give advocate and
volunteer particularly on behalf of the issues that are important to retired UW
staff. The following annual report provides a summary of our 2008
accomplishments in the context of the above strategies aimed at creating
opportunities for a better life for all.
UWRA – Advancing the Common Good by adding value
Add value
to future & current UW retirees’ lives and the UW system by focusing on the
dimensions of education, health, & income in the context of UWRA’s stated
mission.
Ways UWRA added value to the UW
system in 2008:
§
Advocated for the importance of
retirement planning and a better quality retirement for
UW employees by working to develop an educational program for local
§
Partnered in delivering services to the UW system in the areas of mentoring, endowment
and planned giving, community impact, interim assistance, disaster support,
retirement planning and preparation of UW learning and history materials.
My mentor made
it clear that assisting me was his priority. That was HUGE -- especially since
I came into the position after several directors had left. There were no former
employees to turn to with questions… Without it, I probably would not have
stayed in the position with UW. (Metro VII Executive Director)
As a new
§
Continued to work on expanding cost
cutting services beneficial to retirees: Insurance and discount programs,
volunteer opportunities, camaraderie, etc. UWRA continues to explore possible affiliation with
other organizations for the purpose of expanding the array of benefits
currently available to UW retirees.
Current benefits include a free discount prescription drug card for
member and spouse and access to insurance products at group rates including:
o
Dental
Plan
o
Hearing
Aid Benefit Discount Plan
o
Legal
Plan
o
Long
Term Care Insurance Plan
o
Medicare
Supplement Plan
o
Vision
Plan
§
Updated the UWRA Strategic plan to align the organization’s strategic
direction with UW system priorities (Advancing the Common Good mission) and
goals and establish clear and measurable ways to assess results and progress.
UWRA – Advancing the Common Good by enhancing
UWRA
encourages UW retirees to stay involved and engages strategic partners to help develop
and provide relevant services. UW retirees built stronger communities through
their UW careers – the
Ways UWRA provided opportunities for
current and retired UW staff to engage; strengthened relationships with
relevant partners; and assisted other non-profits in 2008.
Example - Planned Giving for
What topics in this webinar were most helpful and what new ideas or
skills did you learn from this webinar that you could apply to your job and/or
community?
o
Using a UWRA
o
EPG specifics, how planned giving
works, helpful hints, actual experiences.
o
Barriers and steps were very helpful
as well as links for EPG tool kit.
o
Learning about the Retirees
consultant program
o
We had not planned on doing a donor
survey but now we will.
o
Toolkit options and how to approach
a potential giver.
o
I learned that there are simple,
inexpensive ways to promote a planned giving program by printing on agenda's,
letterhead, website, etc.
UWRA – Advancing the Common Good by facilitating UW system growth
Assist in
the growth of the system, particularly increasing system revenue through
working with individual UWs in developing or expanding their Endowment &
Planned Giving programs.
Ways UWRA added additional system
resources in 2008:
I just wanted to pass along my and
my board's appreciation for all the [EPG] guidance, examples and personal
assistant given… The plan laid out, presentations, worksheets from UWRA and
samples from
Thanks again and we'll keep you
informed of our progress. By the way,
two board members have already made planned giving decisions, putting us in
their will! (Metro VII Executive
Director)
UWRA – Advancing the Common Good by supporting operational effectiveness
Assist in enhancing
the UW system’s Operational Effectiveness particularly through contributing to
leadership development throughout the system, learning opportunities, and
envisioning global solutions.
§
Supported UW Leadership development - UWRA provided mentoring to five UW
Executives/other staff in 2008 and over 75 UW staff since the program began in
2000.
I had a very large learning
curve because unbeknown to me,
§
Contributed to UW learning through
variety of programs such as our EPG work – for example UWRA’s thorough EPG process and all the
materials provided - in addition to jumpstarting the local UW Planned
Giving program - takes the Executive Director, Ad-Hoc Committee, Board,
Volunteers, Staff, etc through a learning progression to understand the
dynamics of the planned giving process and help them build a community tailored
case. This customized on-site training provides a learning/development
opportunity which builds skills, knowledge and capability directly related to system
building and operational efficiency and effectiveness and hence increases resources
for community impact.
The (EPG)
§
Increased organizational
effectiveness through technological solutions permitting a re-allocation of
time/cost savings to mission centered work – implemented multiple listservs to expedite the
relay and exchange of information and at the same time go green; and worked
with Truist to develop a donor giving website that makes it easy to join UWRA
as well as contribute annual dues, leadership and Endowment gifts.
§
Provided an extra set of experienced
hands to create needed learning materials (e.g., Quickstart
Guide for New UW Executives, Mentoring
Guidelines, EPG Guides, Grassroots
Initiatives Shape an International Movement, Exectuive Summary of UW history, UW
history banner & poster, UWI history, It’s Never Too Early or Too Late to
Plan for your Retirement, & Choosing a Financial Advisor).
“As I rarely endorse books (who am I anyway?),I hope you will
consider reading this one, and, if you find that it helps to kindle the fire in
your heart for United Way’s mission, and if you discover that it gives you
tools to achieve that mission, then by all means recommend to your friends and
colleagues.” (Metro IV Executive)
UWRA – Advancing the Common Good through the dedication of Volunteers
United Way Retirees Association
2008 Board of Directors….
The UWRA
Board of Directors and Executive Committee provide the guidance and leadership
that ensures UWRA works to improve the quality of life for UWRA members and communities
served by
Executive Committee
Henry
Monaco – President/Board Chair
Leon
Matthews - Past President, Chair Nominating Committee
Alice Thacker – President Elect
Bill Schaeffler – Treasurer
Dorothea Heiden – Secretary
Myron Liner – VP Program Development
Jan Macidull – VP Membership
Tom Brown – VP Resource Development
Board
Dick
Aft
Viney
Jim
Colville
Jack
Costello
Anthony
Folcarelli
Juliet
Rowland
Bill Schwanekamp
Henry
Zimmer
Appointed Positions
Bernard
Hyman – Chair Endowment
George
Wilkinson – Newsletter Editor
Rotating off December 2008
Jack
Costello
Bill
Schwanekamp
New Board Members effective January
1, 2009
Nancy
Perry
Kenneth
Roberts
UWRA Leadership Supporters –
Advancing the Common Good
Give. Advocate.
Volunteer.
UWRA
leadership supporters know what it means to LIVE UNITED – many of them not only
give generously to UWRA but have been loyal contributors of the
Below is
the list of UWRA individual members who gave a Leadership gift ($100plus) to
the organization in 2008:
Diamond $1000+
Alan Cooper
Calvin Green
Benefactor $500 to $999
Kathleen Coan
Jack Costello
Dorothea and Charles Heiden
Bernard Hyman
J. Thomas Laing
Daniel MacDonald
W.
Henry Monaco
Donald Morgan
Donald Sanders
David Saunders
James Settle
Thomas Vais
Patron $250 to $499
Stephen Beer
William Bent
Eugene Berres
Tom Brown
Robert Chandler
Viney
Richard Clawson
James Colville
Leo Cornelius
Charles Devine
John Garber
Dale Gray
John Hall
Robert Ivory
Merritt Johnson
Irving Lauber
Myron Liner
William Link
Francis McNamara
Dennis Murphy
Mark O'Connell
Sarah Orr
Rita Robertson
William Schaeffler
Russy Sumariwalla
Alice Thacker
William Underwood
George Wilkinson
Garth Winckler
Leadership $100 to $249
Richard Aft
Robert Anthony
Carol Aquino
Elizabeth Baier
William Baker
Teresa Hall Bartels
Vincent Beninati
Kenneth Bennett
B. Richard Berg
Eugene Blyther
Brian Bowden
Erich Briggs
Helen Britt
Jack Brooks
Edmund Burke
Warren Burt
Mary Jo Cadigan
Salvatore Cina
Chesley Cochran
Roger Congdon
Howard Cotner
Richard Covey
Martin Covitz
Donald Custis
Joel Davis
John DiCesare
James Dinsmore
Joan Dixon
Susan Dunn
John Eman
Robert Ferriday III
James Fletcher
Mary Fogarty
Anthony Folcarelli
Deborah Foster
Donald Frey
Roger Frick
Richard Fusco
Robert Gilmore
Pat Gobble Fekete
Bradford Govan
Elizabeth Gower
Theodore Granger
W. James Greene
Ralph Gregory
Sharon Hamilton
Laraine Heirakuji
Winifred Helton
Bette Hoffman
Ann Jacobson
Janet Jokisch-Messig
Yezdyar Kaoosji
Frank Karr
Mildred Keeys
Elizabeth Knowles
John Kuropchak
Toni Lanford-Ferguson
Robert Langer
H. Allen Larsen
David Lawrence
Joyce Lew
Janet Macidull
William McCullough
Michael McLarney
William McQueen
Joe Medlin
William Mills
Ted Moore
Rene Moquin
Jannet Morgan
Anna Moroni
Thomas Morris
H. Lovell Mosely
Edmund Nagle
Christopher Nelson
Tom Nunan
Richard O'Brien
David Odenbach
David Orrell
Barbara Pacheco
Peter Palin
David and Susan Paradine
Edmund Parker
James and Janet Pearce
Robert Pennock
Douglas Perkins
Nancy Perry
George Pfeiffer
Wanda Phibbs
Robert Reifsnyder
Glenn Richter
Kevin Riordan
Juliet Rowland
Joseph Schlangen
William Schwanekamp
James Smith
Patricia Smith
Ron Spillane
Mary Staples
Ernest Strobel
Michael Thompson
Claude Townsend
Raymond Unk
Joseph Valentine
Dirk Van Den Bosch
Larry Walton
Douglas and Madeleine Warns
Merl Waschler
Lyanne Wassermann
Frank Watson
Douglas Weber
Robert Woods
Frieda Zaffarese
Carl Zapora
Henry Zimmer
UWRA Organizational Supporters –
Advancing the Common Good Give. Advocate.
Volunteer.
Giving to
the United Way Retirees Association is a wonderful example of System Citizenship. UWRA may or may not be directly helping your
UW this year or next but we will be assisting local
Together,
we can make communities a better place for people to live and work.
Thank you all for your support!
Metro I
Capital Area
Mile High
Heart of West Michigan
Aloha
Greater
Metro
Greater Twin Cities
Trident
Heart of
Valley of the Sun
Triangle
Metro II
Heart of
River Region
Metro III
Rappahannock
Heritage
North Texas Area
Metro IV
Middlesex
State Organizations
The
UWRA would also like to thank our
Sponsors
UWRA would
also like to extend our thanks to the
UWRA Endowment Founders – Advancing
the Common
Give. Advocate.
Volunteer.
The
The list below displays the UWRA Endowment Fund Founders,
Legacy Circle Members and Memorial Contributions.
Named Funds: When contributions reach $10,000+
from individuals, families and nonprofit organizations there is the option of
creating a named fund within the UWRA Endowment. To date UWRA has one named fund:
United Way Retirees Association
Endowment – Dick and Mary Lu Aft Fund
UWRA Endowment Founders (2 anonymous
contributors)
Dick &
Mary Lu Aft
Stephen Beer
Eugene &
Lois Berres
Brian &
Mary Bowden
Eleanor L.
Brilliant
Tom &
Carol Brown
Irene H.
Burnett
Joseph &
Mary Calabrese
Viney Polite
James
Colville
Alan &
Selma Cooper
Leo &
Mary Ellen Cornelius
Merle &
Jack Costello
Martin B.
Covitz
Donald D.
& W. Rebecca Custis
Wayne R.
Davis
Charles
& Ruth Devine
Pat Gobble
Fekete
Toni Lanford
Ferguson
Anthony
& Diane Folcarelli
Mary-Elizabeth
Ford
Brian A.
Gallagher
John Garber
Elizabeth
& Tom Gower
Mr. &
Mrs. Joseph J. Guise, Jr.
Joe Haggerty
Charles E.
Heiden
Dorothea
Heiden
Winifred
Helton
Mack &
Sarah Hixon
Bernard
& Patricia Hyman
Beth Ferri
Knowles
Tom Laing
H. Allen
Larsen
Irving &
Helenann Lauber
William S.
Link
Myron &
Charlotte Liner
Dan
MacDonald
Janet
(Obeid) Macidull
W. Leon
Matthews
Connie &
John McCormick
Henry Monaco
Ted Moore
Don &
Rita Morgan
Jannet C.
Morgan
Dennis J.
Murphy
Mark
O’Connell
Sunshine J.
Overkamp
George J.
Pfeiffer
Wanda B.
& Rodney S. Phibbs
George &
Gretchen Rice
Juliet Coles
Rowland
Mary &
Don Sanders
William A.
Schaeffler
William
Schwanekamp
Patricia
& Brian Smith
Ron &
Rose Spillane
Russy D.
Sumariwalla
Alice S.
Thacker
Mike &
Guy Thompson Families Fund
Raymond Unk
Thomas T.
Vais
Joseph W.
Valentine
Larry Walton
Lyanne L.
Wassermann
George
Wilkinson
Henry Zimmer
Dick &
Mary Lu Aft
Stephen Beer
Eugene &
Lois Berres
Brian &
Mary Bowden
Tom &
Carol Brown
Joseph &
Mary Calabrese
Viney Polite
James
Colville
Alan &
Selma Cooper
Leo &
Mary Ellen Cornelius
Merle &
Jack Costello
Donald D.
& W. Rebecca Custis
Wayne R.
Davis
Charles
& Ruth Devine
Anthony
& Diane Folcarelli
Brian A.
Gallagher
Elizabeth
& Tom Gower
Mr. &
Mrs. Joseph J. Guise, Jr.
Charles E.
Heiden
Dorothea
Heiden
Winifred
Helton
Mack &
Sarah Hixon
Bernard
& Patricia Hyman
Beth Ferri
Knowles
Tom Laing
Irving &
Helenann Lauber
Myron &
Charlotte Liner
William S.
Link
Janet
(Obeid) Macidull
W. Leon
Matthews
Connie &
John McCormick
Henry Monaco
Don &
Rita Morgan
Jannet C.
Morgan
Dennis J.
Murphy
Mark
O’Connell
George J.
Pfeiffer
Juliet Coles
Rowland
Mary &
Don Sanders
William A.
Schaeffler
William Schwanekamp
Patricia
& Brian Smith
Ron &
Rose Spillane
Russy D.
Sumariwalla
Alice S.
Thacker
Mike &
Guy Thompson Families Fund
Thomas T.
Vais
Joseph W.
Valentine
Lyanne L.
Wassermann
George
Wilkinson
Henry Zimmer
MEMORIAL CONTRIBUTIONS
Marc Alvin
Cleaver in memory of Frank Cleaver
Allen and Margaret Larsen in memory of W. Wallace Lanahan,
Jr., Frank Watson, & Charles E. Gagen
Don &
Rita Morgan in memory of Rilla Yarbrough
Leo &
Mary Ellen Cornelius in memory of Vito Rigillo
Pat Gobble
Fekete, Robert & Kay Goodman, Kathleen Kelly, & Alice Thacker in memory
of Alice Thacker’s mother Mabel Sandige
In Memory of Gordon Berg
Douglas Berg
Robert E.
Carr
Fred F.
Cerny
Jack C.
Costello
Howard
Cotner
Livingston
P. Crispell
Joel Davis
Wayne R.
Davis
Charles J.
Devine
James F.
Dinsmore
Charles W.
Fleming
Charles E. Gagen
Mr. &
Mrs. M.S. Van Hecke
Winifred M.
Helton
Elizabeth F.
Knowles
H. Allen
Larsen
Sally B.
Mandel
W. Leon
Matthews
Donald Lee
Morgan
Robert D.
Noble
Wanda Phibbs
Henry M.
Smith
Larry Walton