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TOCQUEVILLE SOCIETY
LEADERSHIP THAT LIFTS US ALL
Recognizing Outstanding Philanthropy 2019–2020
Bobbi Watt Geer
Dear Friends,
This year, we’ve all been put to the test by events we could never imagine. People are hurting, families have been disrupted, and faith in trusted institutions has been shaken. Through it all, your commitment to our community has never wavered. Thanks to your generous giving, United Way of Southwestern Pennsylvania was able to take a leading role in connecting those most affected during the early days and weeks of the crisis with vital human services and essential needs.It may seem like a lifetime ago, but during United Way’s 2019 Campaign, Tocqueville Society contributed more than $9.1 million. That bold generosity improved lives. You were truly the leaders our community needed at the time we needed you most.As we continue the long road to recovery, your leadership remains central to our success. Thank you for making real change happen, and helping reimagine what normal should be for our community and its most vulnerable residents.
Bobbi Watt GeerPresident and CEOUnited Way of Southwestern Pennsylvania
Richard J. HarshmanChair, Board of DirectorsUnited Way of Southwestern Pennsylvania
Rich Harshman
Michael & Wanda McGarry with Lisa & Tim Knavish Ed & Amy Haller
Jim Newell with Michele & Manoj Jegasothy Jeff & Sharon Evans
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United Way’s Tocqueville Society is comprised of philanthropic leaders and volunteer champions who give $10,000 or more annually to United Way,
creating a profound and lasting impact on the lives of all those who live and work here. In 2019 members contributed more than $9.1 million to the campaign.
The following categories of annual membership acknowledge increasing levels of generosity by Tocqueville Society donors:
Order de Liberte$100,000+$50,000 to $99,999$25,000 to $49,999
Le Champion$15,000 to $24,999
Membres de la Societe$10,000 to $14,999
THE TOCQUEVILLE SOCIETY
Robert & Irene Bozzone
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Irene & Robert Bozzone Bozzone Family Foundation
Mr. & Mrs. Charles R. Burke
Mr. & Mrs. Steven G. Elliott
Kim & Curt Fleming Hefren-Tillotson, Inc.
Mr. & Mrs. Robert I. Glimcher Robert I. Glimcher Family Foundation
The Grable Foundation
Tom Grealish Henderson Brothers, Inc.
The Harshman Family Foundation Richard J. & Scheryl C. Harshman Allegheny Technologies Incorporated - Retired
NATIONAL TOCQUEVILLE SOCIETY MILLION DOLLAR ROUNDTABLE
The Million Dollar Roundtable is a prestigious group of contributors who have entrusted $1,000,000 or more to United Way of Southwestern
Pennsylvania throughout their lifetime. Leading by example, these generous philanthropists have had a profound, long-term and meaningful impact on
individuals and families in our community.
We are honored to recognize these visionary philanthropists.
Becky & John Surma
Rob & Megan Glimcher
Kim & Curt Fleming
Tom Grealish
James Rohr
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The Ryan Family
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Teresa Heinz Heinz Endowments
Mr. & Mrs. Henry L. Hillman The Hillman Foundation
Richard P. Mellon & Seward Prosser Mellon Richard King Mellon Foundation
Dr. & Mrs. Anthony J.F. O’Reilly H. J. Heinz Company
Mr. & Mrs. C. J. Queenan, Jr. K&L Gates LLP
Mr. & Mrs. James E. Rohr
Ryan Memorial Foundation
David & Sara Scaife DSF Charitable Foundation
David & Cindy Shapira Giant Eagle, Inc.
Richard P. & Virginia Simmons
John & Becky Surma United States Steel Corporation - Retired
Bonnie W. & Thomas L. VanKirk Highmark Health
Four anonymous contributors
NATIONAL TOCQUEVILLE SOCIETY MILLION DOLLAR ROUNDTABLE
Ginny & Dick Simmons
Tom & Bonnie VanKirk
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Art Aronson
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TOCQUEVILLE SOCIETY,HONORING 25+ YEARS OF COMMITMENT
United Way recognizes and celebrates the following current contributors who have been long-standing members of the Tocqueville Society and in doing so, have impacted the lives
of many people in need in our community. Through dedication and continuous giving, these individuals demonstrate leadership by emphasizing their commitment to United Way’s vision of building a stronger community. Their long-term support of United Way has allowed us to
create long-lasting changes and address the urgent needs in our community.
Mr. & Mrs. Franklin E. AgnewMr. Arthur H. AronsonMr. & Mrs. G. Nicholas Beckwith IIIDaniel I. & Deborah D. BookerIrene & Robert BozzoneSuzy & Jim BroadhurstJack Buncher FoundationMrs. Charles R. BurkeDr. Barbara & Mr. David BurstinBill & Carolyn ByhamMrs. Ann W. CahouetMr. & Mrs. Joseph L. CalihanGeorge & Ada DavidsonCharlie & Jackie FerraraSheila Reicher FineMr. & Mrs. Frank B. Fuhrer Jr.Mr. & Mrs. Robert I. GlimcherDan & Patty GrealishTom GrealishGretchen & Jim HaggertyHoward & Mary Anne Hanna
Teresa HeinzIn Memoriam: Louis F. & Gloria D. LeeperAnne LewisThomas Marshall FoundationAnn & Bill NewlinPaul & Nancy O’NeillNancy & Woody OstrowMr. & Mrs. C. J. Queenan, Jr.Nancy & Bill RackoffMr. & Mrs. William F. RoemerMr. & Mrs. James E. RohrMr. & Mrs. Arthur J. Rooney IIThe Rudolph FamilyRyan Memorial FoundationDavid & Cindy ShapiraRichard P. & Virginia SimmonsBobbie & Keith SmithJohn A. & Patricia D. Staley IVBonnie W. & Thomas L. VanKirkRobert & Elinor WagnerTwo anonymous contributors
Hoddy Hanna
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TOCQUEVILLE SOCIETY,HONORING 10+ YEARS OF COMMITMENT
John A. & Lisa A. BarbourCharles & Mary Ann BogostaJennifer & Brooks BroadhurstChuck & Jill BrodbeckThomas G. & Mary Beth BuchananKathy & Ray BuehlerDoug & Debbie CameronThomas N. & Patricia H. Canfield, MDKevin & Marci CerasoDavid & Lauren ChervenickLinda & Reynolds ClarkMary & Jay W. Cleveland Jr.David & Meredith CohenJared & Maureen CohonKevin L. ColosimoJeffrey J. ConnJim & Melanie CrockardJason & Heather D’AmicoElliot & Beth DavisBill & Debbie DemchakRob & Amy DeMichiei
Julie & Michael DeverJoni & Gennaro DiBelloJames T. DietzMary Jo & Lane DivelyRoy & Susan DorranceCarolyn DuronioDr. Daniel I. Edelstone & Dodi Walker GrossJack & Mary Jo ElliottLaura Ellsworth & Bruce TeitelbaumBrian & Karen ErdahlDavid & Laura FarnerGlen FeinbergAlan H. Finegold & Elizabeth A. FinegoldVirginia & Dick FischerKim & Curt FlemingLee & Isabel FosterColleen & Paul FrankRonald W. FrankJohn & Charlene FrielJessica & Rick GalardiniJohn L. Galley & Dr. Lori J. Galley
Tom Buchanan Gennaro & Joni DiBello
Cathy & Jim Garraux Sue & Scott Lammie
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James & Catherine GarrauxMr. & Mrs. Peter J. GermainTheodore & Carol GoldbergThe Grable FoundationSteven J. & Karri A. GuyJoe & Kathy GuyauxDr. Daniel & Mrs. Mary Jo HaffnerWilliam & Naydine HannaThe Harshman Family FoundationDon & Audrey HeberleMr. & Mrs. David M. HillmanDiane & Gerald HolderDan & Vicki HolthausLynette & Jeffrey HorrellBettyanne & Jim HuntingtonDr. Pedro J. Aguilar & Dr. Trina M. HuweJohn & Charlene InnocentiLisa Jepsen-Lozano & Miguel A. LozanoJanis & Jonas JohnsonGreg & Ellen JordanMargaret P. JoyLaura & Thomas KaretEdward T. & Suzanne F. KarlovichTasso KatselasEd & Sheri KenawellJack J. & Ellen Perlow Kessler
Mr. & Mrs. R. Drew KistlerRobert & Janeanne KriznerAllen, Nancy & Ali KukovichBetty L. LambSandy & Bill LambertScott & Susan LammieRebecca & Mark LandoMr. & Mrs. Mario LemieuxPeter & Alice LeoneRichard J. & Lynn M. LipovichDave & Lisa LitzauMr. & Mrs. Ronald B. Livingston Sr.Douglas & Carol MacPhailMr. & Mrs. Henry MaierDavid J. MaloneNikol & Dr. Stanley MarksDr. Joseph C. MaroonDavid & Susan MatterGeorge MazariegosDenis McAuleyJoseph & Maureen McDonoughMr. & Mrs. W. Thomas McGough Jr.Martin & Susan McGuinnKatherine Mabis McKenna Foundation, IncLisa & Severn McMurtryGeorge & Nancy Mezey
TOCQUEVILLE SOCIETY, HONORING 10+ YEARS OF COMMITMENT
Hayes & Patricia Stover Judy & Tom Thompson
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Amy & Dave MichaliszynKevin & Jayme MillerMark & Diane MinnaughWendy & Bryant MitchellTodd & Miriam MoulesWendelynne J. Newton & Robert B. MetcalfeRobert & Leslie NuttingMorgan & Kathy O’BrienDean & Deanna OwreyLouise & Douglas PeggGabriela & David PorgesThomas M.Reiter & Stephanie A. J. DangelDeborah Rice-Johnson & Blair JohnsonThe Riordan Family FoundationWilliam M. Robinson & Sharon A. SemenzaJeffrey A. RomoffBill & Linda RosnerJohn S. & Catherine L. RossoDrs. Ellen & Loren RothClifford & Diane RoweLori & James RuttenbergEric Schaffer & Michele Gray-SchafferPaul & Anne SchwendemanJim & Becky SegerdahlAnna Singer & Donald KortlandtLaurie & Paul Singer
Howard & Caren SnidermanJim & Colette SteenJeff & Linda StengelHayes C. & Patricia StoverJohn & Becky SurmaThomas & Deanna SwartoutJohn & Michele SylvesterLou & Kathy TestoniMr. & Mrs. Frederick W. ThiemanJudith & Steve ThomasTom & Judy ThompsonCarol Hefren TillotsonCraig & Jill TillotsonWadhwani Impact TrustPreston & Elizabeth WalshJon & Carol WaltonJoleen & Jeff WanglerTimothy & Susan WilliamsMichael & Marcie ZanicDell & Kathy ZieglerTheodore & Lisa ZierdenTwo anonymous contributors
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With Impact Fund contributions, United Way researches the needs in the community then works in collaboration with community and business
leaders, nonprofits, schools and other institutions to build efficient, effective and innovative programs and initiatives serving local children and youth,
families, seniors and people with disabilities. Initiatives such as 21 & Able, Open Your Heart to a Senior, United for Women and Mission United are
helping local people seek a brighter future.
The following Tocqueville Society members have given a substantial percentage of their contribution directly to the United Way Impact Fund.
IMPACT FUND CHAMPIONS
100% to the Impact FundMr. & Mrs. G. Nicholas Beckwith IIIRay & Joneen BetlerBruce & Marian BlockChristine & William J. BloseBibiana BoerioBordas & Bordas, PLLCSuzy & Jim BroadhurstMark & Amy BroadhurstMr. & Mrs. Robert BrooksChristine & Tod BryantJack Buncher FoundationMrs. Charles R. BurkeDr. Barbara & Mr. David BurstinMr. & Mrs. Joseph L. CalihanThomas N. & Patricia H. Canfield, MDDoris Carson Williams, CCELeslie A. CarterDavid & Lauren ChervenickAmy ColesJoshua R. DaultonGeorge & Ada Davidson
Jeff & Julie DaviesRob & Amy DeMichieiSean & Dawn DevlinJames T. DietzRoy & Susan DorrancePeter & Sherry DragichEllen DuffieldDavid & Christine DunnGus & Annie Hanna EngelHarry & Karen EvansSheila Reicher FineVirginia & Dick FischerJohn & Charlene FrielMichael GavinTheodore & Carol GoldbergThe Grable FoundationKelly GrayMrs. Nancy GrunerDr. Daniel & Mrs. Mary Jo HaffnerGretchen & Jim HaggertyChristopher & Ann HallHoward & Mary Anne Hanna
Betsy Krisher Jennifer Haefeli & JJ Matthews
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Colleen P. HanneganThe Harshman Family FoundationDenise & Cain HayesDon & Audrey HeberleTeresa HeinzJim HergenroederRaymond & Donna HuberJulie Fallon HughesNichelle HughleyM. Elise & Robert W. Hyland, Jr.Linda & Gregory JonesMargaret P. JoyStacy Juchno & Scott DibbleTasso KatselasKatharine KellemanRichard & Susan KellyElizabeth E. KrisherJeff & Katie Kulbieda
Betty L. LambLarry & Lynn LebowitzJustin & Lindsay MackenDavid J. MaloneRalph F. Manning Esq.Jen Haefeli & JJ MatthewsDenis McAuleyMr. & Mrs. W. Thomas McGough Jr.Katherine Mabis McKenna Foundation, IncLisa & Severn McMurtryGeorge & Nancy MezeyJimmy MinorTodd & Miriam MoulesKeith MudgeJeevan MulgandJames & Deborah NewellDaniel NormolleRobert & Leslie Nutting
Carol Tillotson Victor & Marcia Roque
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Morgan & Kathy O’BrienJohn C. Oliver, III & Sylvia DallasPaul & Nancy O’NeillNancy & Woody OstrowPrine-Joy Family FundJohn ReaDeborah Rice-Johnson & Blair JohnsonThe Riordan Family FoundationMr. & Mrs. James E. RohrVictor & Marcia RoqueMr. Christopher RossiRyan Memorial FoundationJim & Judy ScheelPaul & Anne SchwendemanDavid & Cindy ShapiraRichard P. & Virginia SimmonsStacy & Don SplitstoneMatthew Steenson
Hayes C. & Patricia StoverJohn & Becky SurmaAndrew SwankCarol Lynn TabasThe Thalman FamilySteven & Lisa ThompsonCarol Hefren TillotsonMr. Robert J. TiskusCharles G. & Carol A. UrtinKevin & Eileen Van FleetWadhwani Impact TrustJon & Carol WaltonBobbi Watt Geer & Kristy Trautmann Bob & Cindy WetherbeePenny Zacharias & Kirk BurkleyDell & Kathy ZieglerFive anonymous contributors
IMPACT FUND CHAMPIONS
Carl & Jessica Grande Nick Pflugh
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75 – 99% to the Impact FundMr. Arthur H. AronsonDaniel I. & Deborah D. BookerJennifer & Brooks BroadhurstSheryl & Jeff BroadhurstJeffrey & Sharon EvansCharlie & Jackie FerraraCarl & Jessica GrandeTimothy & Betty HammerBettyanne & Jim HuntingtonTodd KarranElizabeth E. KrisherBrian & Monica MagloskyMarc & Michelle McAndrewMark & Suzanne MorrisonNick & Mary PflughMr. Ron PortJim & Becky SegerdahlDmitri D. & Ann M. ShiryThayer Family
50 – 74% to the Impact FundJohn A. & Lisa A. BarbourTodd BarnhartPaul & Patricia BojarskiChristopher BrennanEric & Janice BrennerKevin & Marci CerasoYvonne C. CookC. CordovaJeffrey CrudeleCynthia & Eugene DeFrankMichael & Dana DenoveMark & Lori DurbianoDr. Daniel I. Edelstone & Dodi Walker GrossElaine & John FrombachEdward M. & Lynn M. GallagherDr. Patrick GallagherBarbara B. GrayJoe & Kathy GuyauxMr. & Mrs. H. Edwin Haller, IV
Jerry MacCleary Bill Talerico
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Vicki HennMr. & Mrs. David M. HillmanDavid & Kimberly HolmbergCynthia HundorfeanLaura & Thomas KaretGeoffrey & Kristen KasseTim & Lisa KnavishChristina & Jeffrey KrakowiakSandy & Bill LambertAnne LewisGeorge & Amy LongJerry MacClearyEdward McCallisterMichael & Wanda McGarryMartin & Susan McGuinnEric & Karen PfeilMary RichterDavid & Ashleigh RiehlWilliam M. Robinson & Sharon A. SemenzaMr. & Mrs. William F. RoemerDrs. Ellen & Loren Roth
The Rudolph FamilyJoseph & Melissa SharpBobbie & Keith SmithRichard & Barbara SoederRandi StarrJim & Colette SteenJeff & Linda StengelThomas & Deanna SwartoutSuzee & Bill TalericoCraig & Jill TillotsonCathleen & Steve WalkerMichael & Kristin WessellAngela & Rich WhelandTimothy & Susan WilliamsClaire ZangerleThree anonymous contributors
IMPACT FUND CHAMPIONS
Art & Greta Rooney
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ORDRE DE LIBERTE $100,000+
Christine & William J. Blose KPMG LLP
Irene & Robert Bozzone Bozzone Family Foundation
Kim & Curt Fleming Hefren-Tillotson, Inc.
The Grable Foundation
Mr. & Mrs. H. Edwin Haller, IV Northwestern Mutual
Teresa Heinz Heinz Endowments
David & Kimberly Holmberg Highmark Health
Robert & Janeanne Krizner KPMG LLP
Scott & Susan Lammie UPMC
Prine-Joy Family Fund
Mr. & Mrs. C. J. Queenan, Jr. K&L Gates LLP
Mr. & Mrs. Arthur J. Rooney II Pittsburgh Steelers Sports, Inc.
Ryan Memorial Foundation
Richard P. & Virginia Simmons
Bonnie W. & Thomas L. VanKirk Highmark Health
One anonymous contributor
Gretchen & Jim Haggerty Karen Larrimer
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Louis & Millie Cestello The PNC Financial Services Group, Inc.
Bill & Debbie Demchak The PNC Financial Services Group, Inc.
James & Catherine Garraux
Mr. & Mrs. Robert I. Glimcher Robert I. Glimcher Family Foundation
Gretchen & Jim Haggerty
The Harshman Family Foundation Richard J. & Scheryl C. Harshman Allegheny Technologies Incorporated - Retired
Greg & Ellen Jordan The PNC Financial Services Group, Inc.
Karen & James Larrimer The PNC Financial Services Group, Inc.
Ramsey & Mike Lyons The PNC Financial Services Group, Inc.
Morgan & Kathy O’Brien
David & Cindy Shapira Giant Eagle, Inc.
Howard & Caren Sniderman Deloitte LLP - Retired University of Pittsburgh
Hayes C. & Patricia Stover K&L Gates LLP
John & Becky Surma United States Steel Corporation- Retired
Craig & Jill Tillotson Hefren-Tillotson, Inc.
ORDRE DE LIBERTE $50,000 - $99,999
Lisa & Don Belt
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ORDRE DE LIBERTE $25,000 - $49,999
John A. & Lisa A. Barbour Buchanan Ingersoll & Rooney PC
Donald & Lisa Belt Hefren-Tillotson, Inc.
Ray & Joneen Betler
Daniel I. & Deborah D. Booker Reed Smith LLP
Suzy & Jim Broadhurst Eat’n Park Hospitality Group, Inc.
Kathy & Ray Buehler Schneider Downs & Co., Inc.
Doug & Debbie Cameron Reed Smith LLP
Thomas N. & Patricia H. Canfield, MD
Kurt & Joette Carlson Hefren-Tillotson, Inc.
Jim & Melanie Crockard Muddy Creek Energy/LOLA Energy II James & Melanie Crockard Foundation
Rob & Amy DeMichiei UPMC
Brian & Karen Erdahl Deloitte LLP
Charlie & Jackie Ferrara Northwestern Mutual
Alan H. Finegold & Elizabeth A. Finegold Law Offices of Alan H. Finegold
Dan & Patty Grealish Henderson Brothers, Inc.
Tom Grealish Henderson Brothers, Inc.
Karen & Shawn Hanlon Highmark Health PwC
Diane & Gerald Holder UPMC University of Pittsburgh
Carol Jackson HarbisonWalker International, Inc.
Janis & Jonas Johnson University of Pittsburgh UPMC
Todd Karran NOVA Chemicals Inc.
Ed & Sheri Kenawell Deloitte LLP
Jack J. & Ellen Perlow Kessler Buchanan Ingersoll & Rooney PC
Sandy & Bill Lambert MSA Safety, Inc.
Rich Harshman, Dave Malone and Nish Vartanian
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Michael & Wanda McGarry PPG
Mr. & Mrs. W. Thomas McGough Jr. UPMC
Katherine Mabis McKenna Foundation, Inc
Bridget L. Johnson & James G. Meredith Hefren-Tillotson, Inc.
Jimmy Minor Swank Construction Company LLC
Wendelynne J. Newton & Robert B. Metcalfe Buchanan Ingersoll & Rooney PC
Robert & Leslie Nutting Pittsburgh Pirates
Gabriela & David Porges
Thomas M. Reiter & Stephanie A. J. Dangel K&L Gates LLP University of Pittsburgh
Jeffrey A. Romoff UPMC
John S. & Catherine L. Rosso Sandler Training by Performance Partners
Jim & Judy Scheel
Thomas J. & Theresa C. Smith K&L Gates LLP
Andrew Swank Swank Construction Company LLC
Lacey K. Tau Deloitte LLP
Mark & Beth Twerdok KPMG LLP
Nish & Pam Vartanian MSA Safety, Inc.
Wadhwani Impact Trust
Dell & Kathy Ziegler
ORDRE DE LIBERTE $25,000 - $49,999
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LE CHAMPION $15,000–$24,999
Mr. Arthur H. Aronson
Leroy Ball Koppers Inc.
Mr. Steve Blanco MSA Safety, Inc.
Eric & Janice Brenner NOVA Chemicals Inc. Equitrans Midstream Corporation
Christine & Tod Bryant Covestro LLC
Jack Buncher Foundation
Mr. & Mrs. Joseph L. Calihan
David & Lauren Chervenick Goldberg Persky & White PC
Julie & Michael Dever BNY Mellon Buchanan Ingersoll & Rooney PC
Mark & Lori Durbiano
Laura Ellsworth & Bruce Teitelbaum Jones Day
Tina & Bill Fera Deloitte LLP
Sheila Reicher Fine The Fine Foundation
Colleen & Paul Frank PwC
Jessica & Rick Galardini JRG Advisors LLC
John L. Galley & Dr. Lori J. Galley UPMC
Mr. & Mrs. Peter J. Germain Federated Investors, Inc.
Joe & Kathy Guyaux
Timothy & Betty Hammer Schneider Downs & Co., Inc.
Howard & Mary Anne Hanna Howard Hanna Real Estate Services
Mr. & Mrs. David M. Hillman
Dan & Vicki Holthaus Deloitte LLP
Bettyanne & Jim Huntington
John & Charlene Innocenti UPMC
Stacy Juchno & Scott Dibble The PNC Financial Services Group, Inc.
Laura & Thomas Karet Giant Eagle, Inc. ECHO Realty, L.P.
Edward T. & Suzanne F. Karlovich UPMC
Tasso Katselas
Mike & Doris Kauffelt Bill Few Associates
Becky & Tim Kcehowski Jones Day
Mr. & Mrs. R. Drew Kistler Hefren-Tillotson, Inc.
Christina & Jeffrey Krakowiak Eaton Corporation
Betty L. Lamb Morgan Stanley
Peter & Alice Leone Northwestern Mutual
Steve & Pam Blanco John Lovelace
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Dave & Lisa Litzau Enterprise Rent-A-Car Company
John G. Lovelace UPMC
Jerry MacCleary Covestro LLC-Retired
David J. Malone Gateway Financial Group, Inc.
Thomas Marshall Foundation
George Mazariegos University of Pittsburgh UPMC Children’s Hospital of Pittsburgh
Lisa & Severn McMurtry FedEx
George & Nancy Mezey PJ Dick/Trumbull/Lindy Paving Family of Companies
Amy & Dave Michaliszyn Federated Investors, Inc.
Kevin & Jayme Miller Northwestern Mutual
Wendy & Bryant Mitchell First National Bank of Pennsylvania
Thomas & Carla Mooney KPMG LLP
Jill & Marc Olin
John C. Oliver, III & Sylvia Dallas
Sloan & Alex Overstrom The PNC Financial Services Group, Inc.
Nancy & Bill Rackoff
Mr. & Mrs. William F. Roemer
Mr. & Mrs. James E. Rohr
Bill & Linda Rosner The PNC Financial Services Group, Inc. - Retired
Amanda & Michael Rost PNC RiverArch Capital
LE CHAMPION $15,000–$24,999
Angela Wheland Glenn Todd
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The Rudolph Family
Catherine (“Casey”) Ryan Reed Smith LLP
Eric Schaffer & Michele Gray-Schaffer Reed Smith LLP
Jim & Becky Segerdahl K&L Gates LLP
Dmitri D. & Ann M. Shiry Deloitte LLP
Laurie & Paul Singer Reed Smith LLP
Francis X. Solano, Jr. M.D. & Lenette Solano UPMC
John A. & Patricia D. Staley IV
Randi Starr Deloitte - Retired
Jim & Colette Steen Ernst & Young LLP
Jason & Michelle Stevens Deloitte LLP
Thomas & Deanna Swartout Northwestern Mutual
John & Michele Sylvester K&L Gates LLP
Glenn & Stephanie Todd KPMG LLP
Cathleen & Steve Walker The PNC Financial Services Group, Inc.
Preston & Elizabeth Walsh The PNC Financial Services Group, Inc.
Angela & Rich Wheland FedEx
Theodore & Lisa Zierden Federated Investors, Inc.
Four anonymous contributors
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MEMBRES DE LA SOCIETE $10,000–$14,999
Mr. & Mrs. Franklin E. Agnew
Melissa Anderson Highmark Health
Richard E. Archer KPMG LLP
Judith L. Bacchus Kennametal Inc.
Todd Barnhart The PNC Financial Services Group, Inc.
Philip Barr Gateway Health Plan
Jacqueline Bauer Highmark Health
Julie Beck NOVA Chemicals Inc.
Mr. & Mrs. G. Nicholas Beckwith III
Michael & Donna Bennett Highmark Health
Lori & Mark Benvenuto Ernst & Young LLP
David Betts & Anne Mundell Deloitte LLP
Bruce & Marian Block
Maria & Brian Blohm KPMG LLP
Bibiana Boerio
Charles & Mary Ann Bogosta UPMC
Paul & Patricia Bojarski The PNC Financial Services Group, Inc.
Kevin & Rhonda Bolding YMCA of Greater Pittsburgh Strada
Bordas & Bordas, PLLC
Glenn Bost & Susan DeRiggi
James W. Boyle UPMC Passavant
Christopher Brennan Reed Smith LLP
Christine S. & Paul Breves U.S. Steel Next Level Fall Protection
Jennifer & Brooks Broadhurst
Sheryl & Jeff Broadhurst Eat’n Park Hospitality Group, Inc.
Mark & Amy Broadhurst
Chuck & Jill Brodbeck Dentons Cohen & Grigsby P.C.
Deborah & Don Brodine UPMC
Mr. & Mrs. Robert Brooks
Doug & Ginger Brosius The PNC Financial Services Group, Inc.
Thomas G. & Mary Beth Buchanan Buchanan Ingersoll & Rooney PC
Mrs. Charles R. Burke
Dr. Barbara & Mr. David Burstin
Jayme & Joseph Butcher Blank Rome LLP Zimmer Kunz, PLLC
Philip Barr Lisa & Fred Clerici
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Bill & Carolyn Byham Development Dimensions International, Inc.
Mrs. Ann W. Cahouet
Christine M. Carmazzi Deloitte
Christopher B. Carson & Maria Kast-Carson Dentons Cohen & Grigsby P.C.
Doris Carson Williams, CCE African American Chamber of Commerce of Western PA
Leslie A. Carter Highmark Health
Stephen & Helen Hanna Casey Howard Hanna Real Estate Services
Kevin & Marci Ceraso Allegheny Technologies Incorporated
Stephen & Andrea Christian-Michaels Wesley Family Services
Linda & Reynolds Clark University of Pittsburgh - Retired
Anna Clark-Emerick Covestro LLC
Fred & Lisa Clerici Hefren-Tillotson, Inc.
Mary & Jay W. Cleveland Jr. Cleveland Brothers Equipment Company
Jim & Lisa Coccagno Calgon Carbon Corporation
David & Meredith Cohen Reed Smith LLP
Jared & Maureen Cohon Carnegie Mellon University
Amy Coles Blank Rome LLP
Kevin L. Colosimo Frost Brown Todd, LLC
Nathan Comstock & Courtney Murphy Reed Smith LLP Clark Hill PLC
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Jeffrey J. Conn Clark Hill PLC
Vaughn Cook Ernst & Young LLP
Yvonne C. Cook Highmark Health
C. Cordova Kennametal Inc.
Molly & Tom Crooks UPMC
Kenyokee Crowell Highmark Health
Jeffrey Crudele Highmark Health
Jason & Heather D’Amico Buchanan Ingersoll & Rooney PC
Joshua R. Daulton The PNC Financial Services Group, Inc.
George & Ada Davidson Dominion - Retired
Jeff & Julie Davies PPG
Elliot & Beth Davis Allegheny Technologies Incorporated
Tracy & Gary DeCock The PNC Financial Services Group, Inc.
Stacy Leshock Dee Reiferson Dee PLC
Cynthia & Eugene DeFrank Schneider Downs & Co., Inc.
Michael & Dana Denove Ernst & Young LLP
Elizabeth A. Dernbach
Sean & Dawn Devlin Enterprise Rent-A-Car Company
Joni & Gennaro DiBello Schneider Downs & Co., Inc.
James T. Dietz TwoPoint Solutions, Inc.
Joseph & Hope Diggins EY
Mary Jo & Lane Dively Carnegie Mellon University
Cindy & Doug Donohoe Highmark Health
Richard & Kathleen Dorman Deloitte LLP
Roy & Susan Dorrance
Joe & Cathy Dowd Koppers Inc.
Peter & Sherry Dragich Kennametal Inc.
Ellen Duffield Gateway Health Plan
Pat & Mary Lynn Dugan Wabtec Corporation
David & Christine Dunn The PNC Financial Services Group, Inc.
Carolyn Duronio Highmark Health
Pete Dzimiera Highmark Health
Dr. Daniel I. Edelstone & Dodi Walker Gross University of Pittsburgh - Retired Reed Smith LLP - Retired
Ronda Edkins The PNC Financial Services Group, Inc.
Jack Ellenberger Hefren-Tillotson, Inc.
Jack & Mary Jo Elliott Dentons Cohen & Grigsby P.C.
Jeff & Laura Ellis Deloitte & Touche LLP
MEMBRES DE LA SOCIETE $10,000–$14,999
George & Bernadette Farah Annie & Gus Engel
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Gus & Annie Hanna Engel Howard Hanna Real Estate Services
Jeffrey & Sharon Evans BASF Corporation Evans & Co. Bookkeeping Services LLC
Harry & Karen Evans University of Pittsburgh
George & Bernadette Farah West Penn Power
David & Laura Farner UPMC
Gregory & Christine Farrell Hefren-Tillotson, Inc.
Glen Feinberg
Jeremy Feinstein & Stefani Pashman
Melissa Ferraro Allegheny Health Network
Virginia & Dick Fischer Aloca - Retired
Lee & Isabel Foster The Foster Charitable Trust
Michael & Catherine Foy Kennametal Inc.
Robert Fragasso Fragasso Financial Advisors
Ronald W. Frank Blank Rome LLP
Evan & Holly Frazier Highmark Health
Ted & Lisa Frick Covestro LLC
John & Charlene Friel
Elaine & John Frombach United Way of Southwestern PA - Retired
Mr. & Mrs. Frank B. Fuhrer Jr.
Edward M. & Lynn M. Gallagher Northwestern Mutual
Clement & Rita George Cain Hayes
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Dr. Patrick Gallagher University of Pittsburgh
Kevin & Jennifer Garrett
Michael Gavin EQT Corporation
Clement & Rita George PwC University of Pittsburgh
Theodore & Carol Goldberg
Carl & Jessica Grande Ernst & Young LLP Willis Towers Watson
Barbara B. Gray Highmark Health
Julian & Laura Gray Julian Gray Associates
Kelly Gray
Mrs. Nancy Gruner
Rob & Debbie Guild The PNC Financial Services Group, Inc.
Steven J. & Karri A. Guy Oxford Development Company
Dr. Daniel & Mrs. Mary Jo Haffner Excela Health
Christopher & Ann Hall
William & Naydine Hanna Kennametal Inc.
Colleen P. Hannegan Allegheny Technologies Incorporated
Michael & Debra Haver Ernst & Young LLP
Denise & Cain Hayes
Don & Audrey Heberle The PNC Financial Services Group, Inc.
Richard & Katie Heiser FedEx
Vicki Henn The PNC Financial Services Group, Inc.
Robert Henning FedEx
MEMBRES DE LA SOCIETE $10,000–$14,999
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Frederick W. Hensel KPMG LLP
Jim Hergenroeder
John & Colleen Hickey UPMC Health Plan Select Medical
David & Dawne Hickton
David A. Hileman
Jeffrey & Susan Himrod KPMG LLP
Leon Hoffman Ernst & Young LLP
Lynette & Jeffrey Horrell Ernst & Young LLP
Carl & Patricia Howard
Raymond & Donna Huber Eaton Corporation
Julie Fallon Hughes Northwest Bank
Nichelle Hughley The PNC Financial Services Group, Inc.
Cynthia Hundorfean Allegheny Health Network (Highmark Health)
Dr. Pedro J. Aguilar & Dr. Trina M. Huwe
Leslie Hyde & Louis Santora Koppers Inc.
M. Elise & Robert W. Hyland, Jr.
Gretchen & John Jankowski Buchanan Ingersoll & Rooney PC PPG
Michael & Steffanie Jasper The PNC Financial Services Group, Inc.
Manoj & Michele Jegasothy
Dan & Amy Jenkins JKS Financial
Mary Beth Jenkins UPMC
Lisa Jepsen-Lozano & Miguel A. Lozano
Linda & Gregory Jones United Way of Southwestern PA Port Authority of Allegheny County
Margaret P. Joy McCarthy McEnroe Rosinski & Joy
Sheryl Kashuba UPMC Health Plan
Geoffrey & Kristen Kasse JKS Financial
Justin & Beth Kaufman PwC
Michelle R. Keating Kennametal Inc.
Katharine Kelleman Port Authority of Allegheny County
Richard & Susan Kelly
Susan M. & Samuel D. Kirsch Schneider Downs & Co., Inc. First National Bank
Mr. & Mrs. Joseph M. Klaja Deloitte LLP
Tim & Lisa Knavish PPG
Brian & Suzanne Koble Hefren-Tillotson, Inc.
Tom Kondrat & Theresa Andrews The PNC Financial Services Group, Inc.
Paul & Linda Kostyak Hefren-Tillotson, Inc.
Elizabeth E. Krisher
Allen, Nancy & Ali Kukovich Adelphoi USA
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Jeff & Katie Kulbieda Ernst & Young LLP
Neil & Meredith Lanasa FedEx
Rebecca & Mark Lando Buchanan Ingersoll & Rooney PC
Joanne LaRose FedEx Ground
Larry & Lynn Lebowitz Dentons Cohen & Grigsby P.C.
Drs. Joon Sup & Grace Lee UPMC
In Memoriam: Louis F. & Gloria D. Leeper Louis F. Leeper Company
Mr. & Mrs. Mario Lemieux Pittsburgh Penguins
Ed Lettieri Hefren-Tillotson, Inc.
Jeffrey & Roberta Letwin Saul Ewing Arnstein & Lehr LLP
Mitchell & Rhonda Letwin Northwestern Mutual
Anne Lewis Oxford Development Company
Helane & Don Linzer Schneider Downs & Co., Inc.
Richard J. & Lynn M. Lipovich Ernst & Young LLP
Mr. & Mrs. Ronald B. Livingston Sr. Babb, Inc.
Russell & Shelby Livingston Babb, Inc.
Matthew & Lisa Lizanich Ernst & Young LLP
George & Amy Long The PNC Financial Services Group, Inc.Duquesne Light Company
Michael & Annmarie Lyons North Allegheny School District UPMC
Justin & Lindsay Macken Equitrans Midstream Corporation
Douglas & Carol MacPhail Morgan Stanley Robert Morris University
Brian & Monica Maglosky Kennametal Inc.
Megan & Bob Maida
Mr. & Mrs. Henry Maier FedEx
Ralph F. Manning Esq. Tucker Arensberg, P.C.
Amy March & Todd Derr
Nikol & Dr. Stanley Marks
Dr. Joseph C. Maroon UPMC
Amy Masters KPMG LLP
David & Susan Matter
Jen Haefeli & JJ Matthews The PNC Financial Services Group, Inc.
Marc & Michelle McAndrew The PNC Financial Services Group, Inc.
Denis McAuley Federated Hermès, Inc.
Edward McCallister UPMC
Joseph & Maureen McDonough Buchanan Ingersoll & Rooney PC
MEMBRES DE LA SOCIETE $10,000–$14,999
Meredith & Neil Lanasa Mark Morrison
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Patrick & Karen McElhinny K&L Gates LLP
John R. McGinley Jr. Eckert Seamans Cherin & Mellott LLC Duquesne University
Martin & Susan McGuinn
Charlotte McLaughlin The PNC Financial Services Group, Inc.
Cindy & John Meegan Hefren-Tillotson, Inc.
Jeff & Catherine Mensch Deloitte LLP
Joe & Gina Milcoff FedEx
Mark & Diane Minnaugh Giant Eagle, Inc. - Retired
Stephen Moore Equitrans Midstream Corporation
Joe & Anita Moran Blank Rome LLP
Mark & Suzanne Morrison Covestro LLC
Todd & Miriam Moules KeyBank
Donald Mowry Ernst & Young LLP
Keith Mudge Kennametal Inc.
Jeevan Mulgand Kennametal Inc.
Mark & Buffy Myers West Penn Power
Steve & Becky Myers FedEx Ground
Albert J. & Barbara S. Neupaver
Charles Nevins West Penn Power
James & Deborah Newell Buchanan Ingersoll & Rooney PC
Andrea & Jeff Owoc Steve Myers
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Ann & Bill Newlin Newlin Investment Company
Daniel Normolle University of Pittsburgh
Paul & Nancy O’Neill
Dan & Shelly Onorato Highmark Health
Nancy & Woody Ostrow CleanCare
Jeff & Andrea Owoc Bayer
Dean & Deanna Owrey UPMC
Brian M. Parker, M.D. Allegheny Health Network (Highmark Health)
Brad & Wendy Parrish FedEx Supply Chain
Fred Patterson & P. J. Lyon-Patterson Kennametal Inc.
Louise & Douglas Pegg PPG - Retired
Daniel Peris Federated Investors, Inc.
Eric & Karen Pfeil Dentons Cohen & Grigsby P.C.
Nick & Mary Pflugh Kennametal Inc.
Sharon Philip Deloitte LLP
Sharon M. Phillips The PNC Financial Services Group, Inc.
Kevin Pickels Ernst & Young LLP
Brian Pietrandrea & Allison Whitney Equitrans Midstream Corporation
Mrs. Patricia & Mr. Carl Pongibove The PNC Financial Services Group, Inc.
Mr. Ron Port Kennametal Inc.
MEMBRES DE LA SOCIETE $10,000–$14,999
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Daniel Potetz Deloitte LLP
Mark Quinlan First National Bank of Pennsylvania
Brian Radakovich KPMG LLP
Emily & Scott Ray
John Rea West Penn Power
Dr. Carlonda & Michael Reilly Kennametal Inc.
Deborah Rice-Johnson & Blair Johnson Highmark, Inc. (Highmark Health)
Mary Richter Schneider Downs & Co., Inc.
Robert J. Ridge & Lourdes Sanchez Ridge Clark Hill PLC Pietragallo Gordon Alfano Bosick & Raspanti, LLP
David & Ashleigh Riehl Hefren-Tillotson, Inc. SAP
The Riordan Family Foundation
William M. Robinson & Sharon A. Semenza
Joseph & Diana Rockey The PNC Financial Services Group, Inc.
Victor A. Roque, Retired President Duquesne Light Company
Todd S. Rosenfeld CFP & Delilah Picart Northwestern Mutual
Mr. Christopher Rossi Kennametal Inc.
Drs. Ellen & Loren Roth Getting to the Point Inc. UPMC
Clifford & Diane Rowe
Julia Rubino Covestro LLC
Lori & James Ruttenberg Northwestern Mutual
Jim & Julie Sadowski Hefren-Tillotson, Inc.
Jose-Alain Sahel UPMC University of Pittsburgh
Enzo & Tammy Santilli Grant Thornton LLP
Stevan Schott Calgon Carbon Corporation
Cathy & James Schuster UPMC
Paul & Anne Schwendeman K&L Gates LLP
Todd Semanco KPMG LLP
Mark Sevco UPMC
Joseph & Melissa Sharp Dentons Cohen & Grigsby P.C.
Mark & Carole Shepard Babst, Calland, Clements & Zomnir, P.C. Elder Care Transitions, LLC
Michael Shiner & Amy Kreithen Tucker Arensberg, P.C.
Eileen Simmons UPMC
Anna Singer & Donald Kortlandt
Richard & Mary Skubak UPMC
Darrell E. & Denise R. Smalley Ernst & Young LLP University of Pittsburgh
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Bobbie & Keith Smith
Leslie W. Snyder FedEx
Richard & Barbara Soeder
Stacy & Don Splitstone UPMC
Ben & Lori Stas
Matthew Steenson The PNC Financial Services Group, Inc.
Jeff & Linda Stengel Deloitte - Retired
Nora J. Stockhausen Calgon Carbon Corporation
Ward B. & Julie A. Strang FedEx
Maisha R. Sturdivant Highmark Health
Brendan W. Surma Furnace Run Ventures LLC
Carol Lynn Tabas
Suzee & Bill Talerico Talerico Group
James E. Taylor, Ph.D. UPMC
Chip & Melissa Tea K&L Gates LLP
Lou & Kathy Testoni
The Thalman Family Kennametal Inc.
Thayer Family
Mr. & Mrs. Frederick W. Thieman
Judith & Steve Thomas Chapman Properties
Steven & Lisa Thompson Schneider Downs & Co., Inc.
Tom & Judy Thompson Buchanan Ingersoll & Rooney PC
Carol Hefren Tillotson
Mr. Robert J. Tiskus
Donna Toothman Kennametal Inc.
Tiffany & Brian Trudgen Jones Day
Chatón T. Turner UPMC
John R. Tweardy Deloitte Consulting LLP
Charles G. & Carol A. Urtin
Kevin & Eileen Van Fleet
Dominic & Deborah Verdi Ernst & Young LLP
Joseph & Lacey Vincent KPMG LLP LOLA Energy
Sandra M. Volpe FedEx Ground
Robert & Elinor Wagner
Jon & Carol Walton Allegheny Technologies Incorporated - Retired
Joleen & Jeff Wangler Aires
Patrick & Michelle Watson Kennametal Inc.
Bobbi Watt Geer & Kristy Trautmann United Way of Southwestern PA FISA Foundation
Michael & Kristin Wessell Porter Wright Morris & Arthur LLP
MEMBRES DE LA SOCIETE $10,000–$14,999
Timothy & Susan Williams John Wisniewski
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Bob & Cindy Wetherbee Allegheny Technologies Incorporated
Elizabeth Wild UPMC
Timothy & Susan Williams L. Stanton & Dorothy Williams Fund
David Wills Kennametal Inc.
John & Darlene Wisniewski UPMC
Jeff & Mary Wlahofsky Schneider Downs & Co., Inc.
Eric & Linda Wright Schneider Downs & Co., Inc.
Kelsy Wunderlich West Penn Power
Jim & Amy Yard Schneider Downs & Co., Inc.
Matt Yokitis KPMG LLP
Penny Zacharias & Kirk Burkley McGuireWoods LLP Bernstein Burkley
Claire Zangerle Allegheny Health Network - Highmark Health
Michael & Marcie Zanic K&L Gates LLP
24 anonymous contributors
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2020–2021 United Way Board of DirectorsRichard J. Harshman * – Board Chair Allegheny Technologies Incorporated - Retired
Will Allen Will Allen Foundation
Kenneth Altemus Westinghouse Electric Company
Josie Badger, DHCE, CRC J. Badger Consulting
Leroy M. Ball Koppers, Inc.
John A. Barbour * Buchanan Ingersoll & Rooney PC
Bibiana Boerio + Community Volunteer
Kenyon R. Bonner, Ed.D. * University of Pittsburgh
Kenny Bonus, CPA ^ Bonus Accounting
Brooks Broadhurst *
Christine Bryant Covestro LLC
Raymond W. Buehler, Jr. * Schneider Downs
Louis R. Cestello * The PNC Financial Services Group, Inc.
Jeffery P. Craft Deloitte LLP
Leslie C. Davis UPMC
Vincent J. Delie, Jr. F.N.B. Corporation
Robert A. DeMichiei * UPMC - Retired
Michael R. Denove, CPA * Ernst & Young
Annie Hanna Engel, Esq. Howard Hanna Insurance Services
George J. Farah + FirstEnergy
Kim Tillotson Fleming Hefren-Tillotson, Inc.
Reverend Glenn G. Grayson, Sr. Center that CARES
Gretchen R. Haggerty *
Hayley A. Haldeman Mattress Factory
Cain A. Hayes Gateway Health
Diane P. Holder UPMC Health Plan
Cynthia Hundorfean Allegheny Health Network - Highmark Health
Shane Jakubovic * Covestro LLC
* Executive Committee member + Westmoreland/Fayette County representative
^ Butler County representative
UNITED WAY LEADERSHIP
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2020–2021 United Way Board of Directors (cont.)Stacy M. Juchno The PNC Financial Services Group, Inc.
Laura S. Karet Giant Eagle, Inc.
Justin Kaufman PwC
Rebekah Byers Kcehowski Jones Day
Katharine Eagan Kelleman Port Authority of Allegheny County
Darrin Kelly Allegheny/Fayette Central Labor Council, AFL-CIO
John P. Kline + Standard Bank
Timothy M. Knavish PPG
Jeffrey M. Krakowiak Eaton Corporation
Elizabeth E. Krisher, CPA * + Maher Duessel
Karen L. Larrimer * The PNC Financial Services Group, Inc.
Dan LaVallee * ^ UPMC Health Plan
Michael T. Lordi + Elliott Group
Jeff Mallory, Ed. D.. Saint Vincent College
David J. Malone * Gateway Financial
Tamra E. Minnier, RN, MSN, FACHE UPMC
Morgan K. O’Brien * Consultant
Julie A. Patter * Dentons Cohen & Grigsby, P.C.
Ron Port + Kennametal, Inc.
Deborah L. Rice-Johnson * Highmark, Inc.
Arthur J. Rooney II * Pittsburgh Steelers Sports, Inc.
Catherine (“Casey”) Ryan Reed Smith LLP
Hari Sastry University of Pittsburgh
Shannon Schreib ^ MSA
James R. Segerdahl K&L Gates
Wendy Etheridge Smith, Ph.D. Allegheny County Dept. of Human Services
Mekael T. Teshome Federal Reserve Bank of Cleveland - Pittsburgh Branch
David Thuma The PNC Financial Services Group, Inc.
Mark A. Twerdok KPMG
Thomas L. VanKirk, Esq. Highmark Health
Most Reverend David A. Zubik * Diocese of Pittsburgh
Dan Potetz with Kristen & Geoff Kasse
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2020–2021 Tocqueville CommitteeCain Hayes (Co-Chair)Julie Hughes (Co-Chair)Scott Lammie (Co-Chair)William (BJ) BloseTom BuchananYvonne CookPeter GermainH. Edwin Haller, IVPeter LeoneJohn MeeganDaniel PotetzJohn RossoGlenn ToddDoris Carson Williams
2020–2021 Emerging Leaders Tocqueville CommitteeWilliam (BJ) Blose (Co-Chair)H. Edwin Haller, IV (Co-Chair)Jayme ButcherNathan ComstockCarl GrandePatricia Howard Stephanie JasperGeoffrey KasseEd LettieriCourtney MurphyJoseph SharpBrendan SurmaMelissa TeaBrian TrudgenAngela Wheland
TOCQUEVILLE LEADERSHIP
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Whether you are managing a loved one’s estate or assets of your own,nothing is more satisfying than being able to leave a legacy on one’s community that continues to impact people’s lives. When you give to United Way through planned giving, you will be supporting meaningful work and can benefit from tax-free giving or tax reductions that provide a better financial return for your estate.
NAME UNITED WAY IN YOUR WILL • Designate an amount, an asset or percentage of assets • Provides a lasting legacy • Gives you the freedom to change your mind if your situation changes
NAME UNITED WAY IN YOUR RETIREMENT PLAN • Designate United Way as a full or partial beneficiary to your retirement account • Avoid potential double taxation on retirement fund gifts to heirs (estate tax and
income tax) • Continue to draw money out of your retirement account while you are living • Gives you the freedom to change your mind if your situation changes
CHOOSE A TAX-FREE ROLLOVER GIFT FROM AN IRA • The rollover counts towards the donor’s Required Minimum Distribution annually • People over 65 can give up to $100,000 per year to charity tax free • Withdrawals from an IRA account must begin by age 70½ • Both types of designations reduce the taxable estate.
GIFT OF CASH OR STOCK • Withdrawals from an IRA account must begin by age 70½ GIVING STOCK VS. CASH Gift in STOCK Gift in CASH Size of your gift: $200,00 $200,000 Income tax savings* $79,200 $79,200 Capital Gains tax savings $30,000 None Medicare surtax savings $5,700 None Gift “cost” after tax saving $85,100 $120,800 *assumes a 39.6% tax bracket
PLANNED GIVING
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UNITED WAY LIFE®
In 2018-19, United Way of Southwestern Pennsylvania launched United Way Life®, an insur-ance policy program that gives donors an easy way to leave a lasting legacy on the commu-nity. With United Way as the beneficiary, no gift is more powerful, or more lasting.
A Once in a Lifetime GiftNo matter your stage in life, now is a great time to consider a life insurance policy that is a protected gift to United Way. When you pay the United Way Life® policy premium, United Way is named the beneficiary, and upon the death of those names in the policy, that gift becomes exponentially bigger. Unlike typical United Way donation, United Way Life® is a gift that multiplies in value—as much as 5-8 times or more of the cost of the insurance premium paid by the donor. You can leave a legacy that can make an immeasurable difference in the local community.
Pay a Little, Give a Lot. • The cost of the gift, paid as premium, is multiplied substantially when United Way
receives the policy payout • The premium payment is further offset by 50% matching dollars made possible by
generous United Way donors • The policy premium is also tax deductible
Add United Way Life® to Your Giving Strategies. • Creating a life policy is easy and affordable • In just a few simple steps, a policy of $250,000 or more can be created with your own
agent or directly through United Way • The premium is paid over five years, or you can choose to pay in full upfront • The premium is in addition to your current annual giving • United Way Life® giving does not disrupt your current estate plan
A United Way Life® gift is a vehicle for the future, improving lives for those who need it most. Your gift of over $250,000 will be recognized today, giving you lifetime membership in the United Way Tocqueville Legacy Circle, a worldwide movement of forward-looking leaders extending their impact for generations to come. For more information, contact Linda Jones at [email protected] or 412-456-6768.
UNITED WAY LIFE®
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THANK YOU TO OUR GENEROUS DONORS
THANK YOU TO OUR 2019 UNITED WAY OF SOUTHWESTERN PENNSYLVANIA SPONSORS:
PREMIER SPONSOR
GOLD SPONSOR
