Annual_Report_06-07

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A n n u a l R e p o r t

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To improve lives by mobilizing the caring power of communities.

Mission:

To engage all citizens to work together to build healthy, safe, caring and strong communities.

Vision:

Message from Chairman of the Board and President/CEO 4H e a r t o f F l o r i d a U n i t e d Wa y B o a r d o f D i r e c t o r s 5Campaign Highl ights 2006-07 6-7Alexis de Tocquevil le Society 8-10S u c c e s s S t o r y 11Loaned Executive Program 12Loaned Executives & Sponsors 13Total Resources Under Management 14Fund Distr ibut ion Panels 15Areas of Care & Lives Touched 16-17S u c c e s s S t o r y 1 7S t a t e m e n t o f F i n a n c i a l P o s i t i o n 1 8Heart of Flor ida Uni ted Way 2006-2007 Agency List 19The Year In Review 20S u c c e s s S t o r y 21United Way Programs & Services Uni ted Way 2-1-1 22 Uni ted Way Stewardship Program 22 Heart of Flor ida Uni ted Way Volunteer Center 23 Ryan White PartB/General Revenue Program 24 Gif ts in Kind Center 25S u c c e s s S t o r y 26H e a r t o f F l o r i d a U n i t e d Wa y S e n i o r M a n a g e m e n t Te a m 27

Table of Contents

With generous support from thousands of individuals, corporate partners and volunteers, we’re pleased to report Heart of Florida United Way experienced another strong campaign year in 2006-07 — raising $17,350,000 to help make Central Florida a stronger, more vibrant community.

While the sum, representing a $600,000 increase over 2005-06 campaign results, is a quantifiable measure of financial success, our collective achievement is best demonstrated in the number of lives touched within our local community. It’s here, in streets and neighborhoods we pass each day, that our efforts make a profound difference – from providing shelter for the homeless, daycare assistance for single mothers, job training for impoverished families, nutritious meals for senior citizens, vocational services for the disabled and healthcare for those who can least afford it.

Supporting nearly 100 agencies and 200 programs, Heart of Florida United Way helped provide assistance to more than 360,000 people. Their stories, a sampling of which appear throughout the annual report, are numerous and inspiring and demonstrate the immeasurable value of what we are able to accomplish by working together.

In reviewing the year’s success, it’s evident that many of the most notable achievements would have been unattainable without the valuable support of community volunteers. Serving in a multitude of capacities, from overseeing the distribution of campaign funds to participating in our Days of Caring community service event, volunteers enable United Way and its agency network to increase operational efficiency and service reach.

For example, trained volunteers working with staff in the United Way 2-1-1 community resource and referral helpline center, helped field 105,762 calls, an 18.5 percent increase over 2005-06. The combined volunteer contribution, totaling 4,429 hours, helped realize payroll savings of more than $85,000.

The dedication of these and countless other United Way volunteers and supporters brings to mind a statement made by French physician and humanitarian, Albert Schweitzer, who said: “You must give some time to your fellow men. Even if it’s a little thing, do something for others – something for which you get no pay but the privilege of doing it.”

Your ongoing support, in the form of financial contributions, volunteer services, gifts-in-kind donations, loaned executives and workplace giving campaigns, enables Heart of Florida United Way to continue our mission to improve lives by mobilizing the caring power of our communities.

On behalf of Heart of Florida United Way Board of Directors and staff, we thank you for your continued trust and support of our work.

Sincerely,

Message from Chairman of the Board and President/CEO

Ed TimberlakeChairman of the BoardChairman – Seaside National Bank & Trust

Robert H. (Bob) BrownPresident/CEO – Heart of Florida United Way

Ed Timberlake Robert H. (Bob) Brown

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SecretaryLillian GarciaTupperware Brands Corporation

Chairman of the BoardEd TimberlakeSeaside National Bank & Trust

TreasurerMichael L. HardingDeloitte & Touche LLP

Debra M. BoothCentral Florida AFL-CIO

William N. BrownLockheed Martin Missiles& Fire Control

Deborah A. ClementsProgress Energy

A. Stoddard CraneDarden Restaurants, Inc.

Jerry DemingsFormerly of Orange CountyDepartment of Public Safety

Stephen FanChina Pavilion at Epcot®

J. Christian FengerBright House Networks, Central Florida Division

Donald W. GatelyUPS Central Florida District

Josef GhosnFlorida Hospital

Stephen J. GrahamOrlando Regional Healthcare

Roseann HarringtonOUC–The Reliable One

Stephanie HowellBaker & Hostetler LLP

Randall D. HuntSenior Resource Alliance

Timothy N. HyslopFirst Horizon

Marvin IrbyWalt Disney Company

Bill JohnstonSt. Cloud Fire Rescue

Avido KhahaifaOrlando Sentinel

Robert Klettner

Dean KurtzEMBARQ Corporation

Marsha LorenzVisiting Nurse Association/Community Care for the Elderly

Richard LyonsLocal Laborers 678

Patricia MaddoxWinter Park Health Foundation

Michael McCoyOrange CountyDepartment of Public Safety

William F. Merck IIUniversity of Central Florida

Mike MorganSeaWorld, Inc.

Sam PeroPublix Super Markets, Inc.

John SchenkelTissueNet–Custom Applications LLC

Jacob StuartOrlando Regional Chamber of Commerce

Linda SutherlandOrange County Healthy Start Coalition

Donna TemplinWalt Disney Company

Richard A. WatkinsSunTrust Banks, Inc.

Bill WilsonHolland & Knight LLP

H e a r t o f F l o r i d a U n i t e d Wa y 2 0 0 6 - 0 7 B o a r d o f D i r e c t o r s

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Under Gary Woodrell’s leadership, $17,350,000 was raised during the 2006-07 campaign – an increase of more than $2 million over the last two years. Thousands of individuals made private donations, and more than 450 Central Florida businesses ran workplace giving campaigns, organized fundraising events and hosted golf tournaments to help attain this outstanding result. The sum also includes more than $165,000, which was generated by the Chef’s Gala ─ the highest amount raised in the event’s 15-year history.

The following are businesses that provided exemplary community leadership and set the pace within their respective industries. We would like to thank and acknowledge them and all companies that contributed to the success of the 2006-07 campaign.

Campaign Highl ights 2006-07

Gary Woodrell2006-07 Campaign ChairVice President of Refractive Manufacturing – Alcon

Top Giving Organizations – Contributing $100,000 or more 1. Walt Disney Company

2. Publix Super Markets, Inc.

3. Lockheed Martin

4. Darden Restaurants, Inc.

5. SunTrust Bank of Central Florida

6. Orange County Government

7. Siemens Power Generation, Inc.

8. UPS

9. Bank of America

10. EMBARQ Corp.

11. Adventist Health System

12. University of Central Florida

13. FedEx

14. Enterprise Rent-A-Car

15. Tupperware Brands Corporation

16. Orlando Sentinel Communications

17. Alcon

18. Wachovia Bank

19. Seminole County Public Schools

20. Bell South

21. McLane Suneast

22. Fifth Third Bank

23. Macy’s

24. OUC–The Reliable One

25. SeaWorld and Discovery Cove Orlando

26. CNL Financial Group Inc.

27. Orlando Regional Healthcare

Building and Design Arts1. Brasfield & Gorrie LLC2. Palmer Electric Company3. PCL Construction Services Inc.4. PBS&J5. Williams Company 6. Skanska USA7. Ring Power Corporation8. RLF, Inc.9. Jeld-Wen, Inc.10. Camp Dresser & McKee

Business and Industry1. Progress Energy2. Massey Services Inc.3. The Fishel Co.4. Woodlawn Carey Hand5. Cessna Aircraft Co.6. Southeastern Container7. Greater Orlando Aviation Authority8. Florida Municipal Power Agency9. Mears Transportation Group10. Coca-Cola North America

Central Florida Combined Federal Campaign1. U.S. Postal Service2. U.S. Army STRI3. NAVAIR Orlando Training Systems Division4. Orlando VA Healthcare Center5. Federal Correctional Complex, Coleman6. Transportation Security Administration7. Internal Revenue Service8. Bureau of Customs & Border Protection 9. Defense Finance & Accounting Service10. Office of Hearings & Appeals

Financial Services1. AmSouth Bank2. BNY Investment Management Services LLC3. Washington Mutual4. Raymond James & Associates Inc.5. JP Morgan Chase6. Liberty Mutual Insurance Co.7. Nationwide Insurance8. The Hartford Insurance Group9. Merrill Lynch10. Colonial Bank

Florida State Employees Charitable Campaign (FSECC)1. University of Central Florida2. Department of Children and Families3. Department of Health4. Department of Transportation5. Department of Environmental Protection6. Department of Corrections7. Justice Administrative Commission8. State Courts System9. Department of Revenue10. Agency for Health Care Administration

Foundations1. Elizabeth Morse Genius Foundation2. A Friends’ Foundation Trust3. Gordon J. Barnett Memorial Foundation4. Plantation Family Donor Advised Fund5. Fifth Third Foundation6. James E. & Mary E. Harper Charitable Foundation7. Clifford & LaVonne Graese Foundation8. CIGNA Foundation9. Shell Oil Company Foundation10. Lambert Family Foundation

Healthcare1. Blue Cross Blue Shield Health Options2. Central Florida Regional Hospital3. United Healthcare of Florida4. Merck & Merck-Medco5. Health Central Inc.6. Invacare Corp.7. Florida Radiology Associates8. Delta Dental Insurance9. QualityHub Inc.10. Otto Bock Health Care

High Tech1. Convergys2. Sprint3. Northrop Grumman4. Smart City Telecom5. First Data Corp.6. Metavante Banking Solutions7. IKON8. IBM Corp.9. New Business Solutions Inc.10. Fiserv Orlando

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The Heart of Florida United Way annual campaign is divided into 16 divisions, focusing on various business segments within the tri-county area. Of the more than 450 companies that run campaigns, below are the top ten for each division, as well as the overall top giving organizations.

Hospitality1. Marriott International Inc.2. AAA National 3. Walt Disney World Swan & Dolphin4. Orlando/Orange County Convention & Visitors Bureau5. Grand Cypress Resort6. Marriott Vacation Club International7. Interstate Hotels and Resorts8. Hyatt Regency Grand Cypress9. Hyatt Regency OIA10. The Peabody Orlando

Labor Unions1. BCTGM 1032. AT&T: Communication Workers of America3. Carpenters Local 17654. City of Orlando: SEIU, Laborers, Firefighters5. IBEW 6066. Ironworkers Local 8087. Lockheed Martin: UAW8. Seminole County Public Schools: CTA, Support9. UAW 164910. UAW 788

Media and Marketing1. Bright House Networks2. The Golf Channel3. WFTV-Channel 9 – Cox Enterprises4. Fry Hammond Barr Inc.5. Ten United6. Wall Street Journal7. WESH-News Channel 28. Ron Sachs Communications Inc.9. WMFE TV 24/Radio 90.7 FM10. National Advertising Co.

Non-Profits/Agencies1. Heart of Florida United Way Inc.2. The Center for Drug Free Living, Inc.3. Quest, Inc.4. Boys & Girls Clubs of Central Florida, Inc.5. Community Coordinated Care for Children, Inc.6. Coalition for the Homeless of Central Florida, Inc.7. Children’s Home Society of Florida, Central Florida Division8. Jewish Community Center of Greater Orlando, Inc.9. Metro Orlando Economic Development Commission10. Second Harvest Food Bank of Central Florida, Inc.

Professionals 1. Lowndes Drosdick Doster Kantor & Reed PA2. Deloitte & Touche LLP3. Ernst & Young LLP4. Strombeck Consulting5. Holland & Knight LLP6. Tedder James Worden & Associates7. PricewaterhouseCoopers LLP8. Baker & Hostetler LLP9. Cross Fernandez Riley LLP10. Averett Warmus Durkee Bauder & Thompson

Public Service & Education1. Orange County Public Schools2. Harcourt, Inc.3. City of Orlando4. Osceola County Public Schools5. Valencia Community College6. Reedy Creek Improvement District7. Seminole Community College8. Rollins College9. Enterprise Florida, Inc10. City of Altamonte Springs

Retail1. Target2. JCPenney3. Lowe’s Companies Inc.4. Coggin Automotive Group5. Costco Wholesale6. Wal-Mart7. Dillard’s Inc.8. Best Buy9. Home Depot10. CVS Pharmacy Distribution

Top Companies for Leadership GivingIndividuals donating between $1,000 and $9,999. 1. Walt Disney Company2. Lockheed Martin3. Publix Super Markets, Inc.4. Darden Restaurants, Inc.5. SunTrust Banks, Inc.6. Siemens Power Generation, Inc.7. FedEx8. Fifth Third Bank9. Orange County Government10. Alcon

Campaign ChairGary WoodrellVice President, Refractive Manufacturing OperationsAlcon

Alexis de Toqueville Society Michael L. HardingManaging Partner – Orlando Assurance and Enterprise Risk ServicesDeloitte & Touche LLP

Building & Design Arts Robert Utsey Vice President of DevelopmentSkanska USA

Direct ResponseChris BostickManager Walt Disney Company

Financial Services Frank FernandezFirst Vice President Washington Mutual

Healthcare Maureen A. WestPresident MWest & Associates

HFUW Agencies/Non-Profits Randy HuntPresident/CEOSenior Resource Alliance

HospitalityKelli ColemanVice President Product DevelopmentWalt Disney Company

LaborDebra BoothPresidentCentral Florida AFL-CIO CLC

Leadership GivingRichard WatkinsSenior Vice PresidentSunTrust Banks, Inc.

Loaned Executive ProgramLillian GarciaExecutive Vice President & Chief Human Resources OfficerTupperware Brands Corporation

New Account Development Fred LarsonSenior Sales Manager Walt Disney Company

ProfessionalJason Greene Client Advisor, Private Wealth ManagementSunTrust Banks, Inc.

Public Service/Education Howard TiptonChief Administrative OfficerOffice of Lydia Gardner, Orange County Clerk of Courts

RetailGeorge WilliamsStore ManagerJCPenney

Small Business Development A. Scott Michael, Jr.AccountantStrombeck Consulting, Inc.

Heart of Florida United Way 2006-2007 Campaign Cabinet

Every year outstanding community leaders from various industries step up to help guide and direct Heart of Florida United Way’s annual fundraising campaign. Each division is led by a Campaign Cabinet member who assists in the planning and execution of this mammoth effort. Special thanks to these committed civic-minded leaders.

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United Way’s Alexis de Tocqueville Society recognizes the generosity of individuals contributing at the highest levels of personal giving. With an annual gift of $10,000 or more, these caring philanthropists exemplify an outstanding commitment to improving the quality of life in Central Florida.

The society is named after French aristocrat Alexis de Tocqueville, who wrote admiringly of the American effort for the common good. Through the Alexis de Tocqueville Society, members achieve measureable results in resolving issues confronting our community’s children, families, seniors and overall well-being.

Heart of Florida United Way Alexis de Tocqueville Society thanks and recognizes individuals for their commitment to delivering results in our community.

Alexis de Tocquevil le Givers

Michael L. HardingPartner, Deloitte & Touche LLPAlexis de Tocqueville Society Chair

Ted Crowell Helen & Richard DeVos

RDV Sports Foundation

Dr. P. Phil l ips Dr. Nelson Ying

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s La Table Ronde des Mill ions de DollarsRecognizes individuals who have contributed $1,000,000 and above to Heart of Florida United Way.

Baron and Baroness of Balquhain Ying of Balquhain

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Rebecca & Blaine Sweatt III

Jim & Dayle SeneffCNL Group

Joe R. LeeDarden Restaurants, Inc.

Wayne P. & Dr. Robin R. Roberts

Clarence Otis, Jr. & Jacqueline Bradley

Gary & Erika WoodrellMr. & Mrs. Charles E. Bosserman

Alexis de Tocqueville G

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Ordre de Liberté

Ordre d’Egalité

Ordre de Fraternité

Recognizes individuals who contribute $75,000 to $99,999 annually to Heart of Florida United Way.

Recognizes individuals who contribute $50,000 to $74,999 annually to Heart of Florida United Way.

Recognizes individuals who contribute $25,000 to $49,999 annually to Heart of Florida United Way.

Mr. & Mrs. W. E. Jock Spears

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Carol & Barney Barnett Publix Super Markets, Inc.John J. Carelli Ernst & Young LLPLee & Priscilla Cockerell Walt Disney CompanyMeg & Rich Crofton Walt Disney CompanyRoy & Patricia Disney Walt Disney CompanyJennifer D. & William T. Dymond, Jr. Lowndes, Drosdick, Doster, Kantor & Reed PAStephen Fan China Pavilion at Epcot®Michael Fleming Merrill LynchMichael & Terri Harding Deloitte & Touche LLPKarl & Wendy Holz Walt Disney CompanyRuth & Frank Hubbard A Friends’ Foundation TrustEvans & Linda Hubbard A Friends’ Foundation TrustBob A. Iger & Willow Bay Walt Disney CompanyHoward Jenkins Publix Super Markets, Inc.Pat & Audrey Knipe Harriett & Hy Lake Kim & Cathy Lopdrup Darden Restaurants, Inc.John & Rita Lowndes Lowndes, Drosdick, Doster, Kantor & Reed PAAndrew & Paula Madsen Darden Restaurants, Inc.Thomas McDaniel Scott & Terese Michael Strombeck Consulting, Inc.David Lee Neel Woodlawn Carey Hand Funeral Homes & CemeteriesRichard & Mary Nunis New Business Solutions, Inc.Marty Rubin Smart City TelecomMichael & Teresa Ryan Lowndes, Drosdick, Doster, Kantor & Reed PANicholas & Patricia Siggelkow-Pope Lowndes, Drosdick, Doster, Kantor & Reed PARichard M. & Esther Strombeck Strombeck Consulting, Inc.Mr. & Mrs. John E. Thorsen III Raymond James & AssociatesRobert & Cheri VanderWeide VanderWeide Family FoundationSharon & Carlos Villaverde AlconShawna & David M. Webb, Jr. Fifth Third BankAl & Doreen Weiss Walt Disney CompanyA

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Members de la Societé

“I must say that I have seen Americans make great and real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend faithful support to one another.”

Alexis de Tocquevil le

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Recognizes individuals who have contributed $10,000 to $24,999 annually to Heart of Florida United Way.

A Shining Example

In many ways, Krystle is a typical teenager ─ bright, energetic and funny with a kind heart and a flair for the dramatic. At age 16, she’s fiercely protective of her three younger siblings, has many friends and works a part-time job.

However, like many youths served by the Boys & Girls Clubs of Central Florida, Inc., Krystle’s childhood has been anything but typical. Her father’s been in prison most of her life, and her mother’s presence has been inconsistent ─ sometimes at home, sometimes in jail and sometimes in drug rehab programs. Krystle moves continually from one relative to another, depending on which grandparent, aunt or uncle has space and resources to take her in.

One constant in her life ─ and the factor she credits with helping her succeed ─ has been membership in the Boys & Girls Club.

“I’ve been a member since elementary school, and this club helped make me who I am. For the past eight years I’ve come here to get help with my homework, hang out with my friends, participate in activities and help the staff,” Krystle said.

Today, her successes are many. She finished her sophomore year with straight A’s and is now enrolled in the honors program at Cypress Creek High School. She also volunteers with the Boys & Girls Club and Give Kids the World.

“I believe in myself because there have always been people at the club who believe in me,” Krystle added. “I’m going to achieve great things! I will get good grades. I will go to college. I will make a difference in the world. I am going to be somebody!”

To protect the client’s identity, neither her name nor photo have been used.

S u c c e s s S t o r y

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Under the steady and committed leadership of Lillian Garcia, Executive Vice President and Chief Human Resources Officer for Tupperware Brands Corporation, the Loaned Executive Program grew to new levels of success. A unique and efficient way to stretch community dollars, the Loaned Executive Program is critical to Heart of Florida United Way’s (HFUW) continued success in meeting growing community needs.

Each year, businesses dedicated to making a difference “lend” an employee or two or provide sponsorship funds for the 12-week fall campaign. Loaned Executives become an important part of the HFUW Resource Development team, helping to coordinate and conduct workplace giving campaign presentations at more than 450 regional companies. After the experience, they return to their companies with enhanced professional skills and greater engagement in community issues.

Here’s what some of our local business leaders say about the program: “For the last 10 years, I made it a priority to support the Heart of Florida United Way Loaned Executive Program. This was a great investment in our community and in the individuals who participated. Every single one of the Cast Members we loaned came back as much more effective leaders. Think of the Loaned Executive Program as a development resource for your employees. The value you receive far exceeds the cost...”

Lee Cockerell – Executive Vice President (Retired), Walt Disney Company

“... Over the years, Publix has committed dozens of associates to work on-site at United Way during the fundraising campaign. Supporting this program sets an example of how business leaders can get involved and be responsible community partners. Employees who have been Loaned Executives return as more engaged and productive citizens, passing on their experience and inevitably making a difference in the lives of others…”

Sam Pero – Regional Director of Retail Operations, Publix Super Markets, Inc.

“The Loaned Executive Program is an outstanding opportunity to develop future leadership within your organization. Our participating employees benefit greatly from the training Heart of Florida United Way provides, and they develop a much better understanding of community needs and available services. They also develop critical public speaking and leadership skills at an accelerated pace. Almost all of our employees who have participated in the Loaned Executive Program have moved into senior leadership positions within our organization.”

Gary W. Cain – President, Boys & Girls Clubs of Central Florida, Inc.

The following companies and their representatives participated in the training of Loaned Executives: Gaylord Palms – Vicki LavendohlCommunity Foundation of Central Florida – Mark BrewerRitz-Carlton – John Cashion

Loaned Executive Program

Lee CockerellExecutive Vice President (Retired), Walt Disney Company

Lillian GarciaExecutive V.P. & Chief Human Resources Officer for Tupperware Brands Corporation

Gary W. CainPresident, Boys & Girls Clubs of Central Florida, Inc.

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Sara Oliver Boys & Girls Clubs of Central Florida, Inc.Barton Cooper Community Health CharitiesMartha Simms Challenger Gray & ChristmasKaren Hutchings Darden Restaurants, Inc.Jena Delk Deloitte & Touche LLPSunny Heo Deloitte & Touche LLPLarry Dilworth FedExTeresa Fagan Heart of Florida United WayConnie Stafford Heart of Florida United WayVictoria Mulroe Orlando Magic

Diane Southard OUC ─The Reliable OneChristine Thomas Publix Super Markets, Inc.Karene Morris Right ManagementLilly Whitmer SeaWorld, Inc.Brooke LaJoie Smart City TelecomFlorie Marinaccio Smart City TelecomMichelle Gonzalez Tupperware Brands CorporationRamon Perez United Way 2-1-1Sharon Peterson UPSAndrew H. Poverchuck Walt Disney CompanyNancy P. Smith Walt Disney Company

Loaned Executives & Sponsors

“This valuable experience showed me first-hand the needs of our community. It also gave me the necessary knowledge to educate our fellow neighbors on how to get involved to make an impact in building a stronger community.”

Karen Hutchings, a Loaned Executive sponsored by Darden Restaurants

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Total Resources Under Management

The term Resources Under Management includes all funds Heart of Florida United Way raises, manages and distributes. It includes funds raised through workplace-giving campaigns, special events and other donor-related activities. It also includes monies managed and distributed through emergency food and shelter programs, utility assistance programs, the Gifts in Kind Center, and through the Ryan White Part B program, which supports those affected by and infected with HIV/AIDS. Heart of Florida United Way is the largest supporter of health and human service agencies in the tri-county area.

Heart of Florida United Way was responsible for raising, managing and distributing nearly$24 million dollars throughout Central Florida in FY 2006-07.

The process of distributing funds for our annual campaign is one that sets United Way apart. With a long and respected history of extensive volunteer oversight and involvement, the United Way fund distribution process continues to serve as a symbol of quality for area agencies, much like a Good Housekeeping seal of approval.

As part of the annual campaign, donors can designate their gift to Community Care, a general fund that ensures community dollars are disseminated to member agencies in the tri-county area based on need. This ensures that all United Way supported programs receive funding and oversight by community volunteers.

Just as a cabinet of volunteers manages the operation of the United Way Annual Campaign, a group of volunteers, known as a Fund Distribution Panel, determines how dollars raised will be allocated locally. Under the leadership of Donna Templin, Manager of Operations Projects for Walt Disney World, more than 100 volunteers serving on 11 review panels ultimately made the recom-mendations to the Board of Directors on how to divide the monies raised.

Each six to eight member panel based its decision on review of funding proposals, comprehensive

interviews with agency staff and volunteers and site visits. Through this process, volunteers gained a better understanding of the financial needs, issues and challenges facing the nearly 100 Heart of Florida United Way agencies providing services. Panel members were then able to recommend how campaign funds could best meet the growing needs of our community.

In partnership with the City of Orlando and Orange County Citizen’s Review Panel:• More than 100 volunteers participated in the process• Approximately 5,000 volunteer hours were donated• 134 site visits and review sessions were conducted• Nearly 200 programs in Central Florida were reviewed

By percentage, allocations across the focused care areas, made by the Fund Distribution Panel is as follows:

Children & Youth: 30% Families: 16.5%Seniors and Persons with Disabilities: 16% Emergency Assistance: 26.7%Health: 10.8%

Fund Distribution Process

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Heart of Florida United Way Resources

$2,557,48711%

$2,162,3639%

$623,5753%

$1,081,2285%

$17,459,36572%

2006 Campaign Grants Investment Income, Other In-Kind Emergency Assistance

Total 2006-2007 Resources $23,884,018

Heart of Florida United Way Resources

$2,557,48711%

$2,162,3639%

$623,5753%

$1,081,2285%

$17,459,36572%

2006 Campaign Grants Investment Income, Other In-Kind Emergency Assistance

Total 2006-2007 Resources $23,884,018

Fund Distr ibut ion Panels

HELPING OUR CHILDREN – 1Karen Dual, Moore Stephens Lovelace, PA, ChairRalph Perrino, Ralph Perrino CPA, Vice ChairAnne Sofarelli, J. Raymond Construction Corp.James Haas, Retired Healthcare InspectorJennifer Ulmer, UCF StudentVanessa Butler, Orange County EMS OfficeMichael DeMeo, Walt Disney World Co.Jane Marie Hazelrigg, Hyatt Hotels & Resorts

GUIDING OUR YOUTH – 2ARusty Turner, Retired Executive, ChairJames “Chris” Norris, Liberty Mutual Insurance Co., Vice ChairDonald Rogers, Rollins College Hisae Gozu, UCF StudentAngie Sola, Walt Disney WorldJoyce Odongo, Fifth Third Bank Orlando

GUIDING OUR YOUTH – 2BRichard Manno, Morgan & Hires LLC, ChairGina McNellis, Osceola Regional Medical CenterAngie Sola, Walt Disney WorldElla Butler, Former Youth Counselor/ Program CoordinatorCraig Hamilton, Lockheed MartinDenise Harris Seeber, Retired AOE SociologyMelissa A. Flinn, Walt Disney World Company

STRENGTHENING OUR FAMILIES – 3AMargaret Miller, UCF Retired Educator, ChairAmy Pennock, Osceola County Health Department, Vice ChairJesse D. Davis, Beacon Benefit ConsultingMark Fisher, Lockheed MartinJudithanne Gardine, Retired Medical Office AdministratorLaisin Lee, Self Employed – Contract Healthcare RecruiterKeith Svendby, Raymond JamesAngie Thillet, Self Employed Consultant

STRENGTHENING OUR FAMILIES – 3BBob Raudebaugh, Wachovia Bank, ChairKran Riley, Wayne Densch Charities, Vice ChairKim Dapkus, Lockheed Martin STSCindy Sweeden, Walt Disney CompanyNatalie Mann, Fifth Third BankSylvia McElroy, RetiredSarra Idehen, Exec-Assist Group, LLCSherry A. Yelland, Mikey Yelland-Chadwell Foundation

SUPPORTING OUR SENIORS – 4Melissa Currie, Deloitte Consulting, ChairCindy Mras, Walt Disney Company, Vice ChairBenjamin Mabray, Retired BuyerCharlene Cassara, Retired NurseCleo Coles Jr., Retired SurgeonShirley Fields, Azteca America

TURNING DISABILITIES INTO ABILITIES – 5Patty DeYoung, Darden Restaurants Foundation, ChairHellen Dennis, Retired Executive, Vice ChairAnnie E. Bell, Retired Business ProfessionalSusan Priest, AdvocateCarol Johnson, Orange County GovernmentPhil Nahajewski, Brighthouse NetworksLinda L. Bailey, Florida Department of Health Jennifer Kaiser, University of Central Florida

PROVIDING EMERGENCY ASSISTANCE – 6AFran Carlin-Rogers, Carlin Rogers Consulting LLC, ChairSamuel Anderson, 4-Streams Mortgages, Vice ChairAliya Chantara, UCF StudentMaxine Austin, Sprint (Retired)Todd Smith, Wachovia BankLinda Wiltsey, Walt Disney World Co.

PROVIDING EMERGENCY ASSISTANCE – 6BLinda Sutherland, Orange County Healthy Start Coalition, ChairJohn Fields, Retired District Manager, Vice ChairLaura Vedrin, Public Risk UniversityMark Pulley, Walt Disney World Co.William Boyd, Lockheed MartinRalph Mitchell, Retired Relations ManagerDr. Cyprian Gardine, Retired M.D.

IMPROVING OUR COMMUNITY’S HEALTH – 7AGerald Sutton, Gerald S. Sutton, CPA, ChairJose Perez, IBM, Vice ChairCatherine Atwood, Transition OptionsElaine I. Feld, Orlando Regional HealthcareAndrea West, Pediatric Services of AmericaEvelyn Mills, Lockheed MartinFannie Spivey, Former Executive

IMPROVING OUR COMMUNITY’S HEALTH – 7BStephen Baum, Wachovia Bank, ChairPeter Aguirre, Osceola Regional Medical Center, Vice ChairDr. John Cummings, Orange County Health & Family Service DepartmentMargaret Sauer, Retired Social WorkerRobert Benjamin, Retired Law Enforcement OfficerDr. Mary Bear, Barry UniversityVictoria DeGel, Restore Health Group

Donna TemplinWalt Disney CompanyCommittee Chair

Debbie ClementsProgress EnergyCommittee Vice Chair

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Areas of Care & Lives Touched

HELPING OUR CHILDREN: 27,531 SERVEDPrograms nurturing childhood development: childcare/preschool, crisis daycare services, child-abuse prevention programs.

• Nearly 2,000 children were served by “A Place For Children,” an Orange County Courthouse daycare program operated by Children’s Home Society of Florida to assist parents attending to legal matters. • Some 200 children from Grand Avenue Elementary School were matched with mentors through Devereux Florida’s C.A.F.E. program, part of the West Orlando Washington Shores Initiative. • Kids In Motion, a Justice & Peace Office program, provided after-school nutrition and basic- skill services for 75 low- income minority children who would otherwise be returning to empty households.

GUIDING OUR YOUTH: 42,781 SERVEDPrograms encouraging young people to become responsible, productive adults: after-school activities, educational services, mentoring and character-building programs.

• The Boys & Girls Clubs of Central Florida provided powerful, positive youth development programming, adult guidance and mentoring to 10,914 disadvantaged children.• 5,251 low-income families benefitted from parenting classes, eye exams, school- assistance programs, anger-management counseling and other support services provided by the Community Service Center of Central Florida.• 482 children participated in summer camps, after-school and teen programs hosted by the Jewish Community Center of Greater Orlando.

STRENGTHENING OUR FAMILIES: 50,756 SERVEDPrograms helping people improve their lives: family counseling, parenting seminars, financial and legal services, crisis counseling, programs for emotionally troubled youth, information and referral services, literacy programs.

• BETA Center assisted 4,026 expectant teen mothers with counseling, information, referrals and basic-need provisions.• 6,810 people received free or reduced-cost legal assistance through legal aid services. The program helped 76 percent more families compared to the previous reporting period. • Consumer Credit Counseling Service of Central Florida helped 2,061 at-risk clients manage finances and plan for home ownership.

SUPPORTING OUR SENIORS: 17,292 SERVEDPrograms enriching the lives of seniors in our community: adult day care, home-delivered and group meals, assisted living and home healthcare services, Alzheimer’s services, transportation and home repair assistance, information and referrals, volunteer opportunities.

• 2,785 tri-county senior citizens remained vital and active thanks to Retired & Senior Volunteer Programs.• 7,407 seniors benefited from home-delivered and/or group-meal assistance. This program helped 87 percent more seniors compared to the previous reporting period.• SENIORS FIRST and Osceola Council on Aging helped 757 seniors feel safer and more secure through home improvement and safety programs.

Agency programs receiving HFUW funding are catagorized by areas of care, reflecting the populations they serve and issues they impact. The following are just a few of the highlights from a sampling of programs and Focused Care Areas. Total clients served during this reporting period numbered 361,313. These figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. Therefore, some percentages will not equal 100 percent for total clients served.

Focused Care Areas: Number of People Served & Program Examples

DEMOGRAPHIC HIGHLIGHTS• Nearly 40 percent of clients served are between ages 1 and 19.• Nearly 33 percent of total clients served by HFUW-funded programs are between the ages of 20 and 54.• Among agencies reporting, 30 percent of clients served are single, female heads of households.

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From children to seniors to those recovering from disasters, disease or trauma, United Way supported agencies helped make measurable differences in the lives of more than 361,000 people.

More Than Surviving…Thriving after Abuse

Like any young woman about to be married, Katie had hopes of a fairytale life with children and a wonderful husband. Unfortunately, after the wedding Katie’s husband became increasingly controlling and violent. Believing he would change, she stayed with him and endured years of emotional and verbal abuse. Each time she summoned the strength to leave, he inevitably convinced her come back to keep the family together.

Her husband’s abuse grew increasingly physical and frequent, particularly in front of their children. In a final incident, he grabbed a knife and threatened to kill her and himself. Though she phoned 911, he stabbed her seven times before the police arrived. While he was in jail, she moved out of the home and contacted Harbor House for assistance and began attending group support sessions.

Today Katie is thriving. She’s living with her parents while completing a nursing degree and is excited about the prospect of a new career and fresh start. Despite repeated attempts by her husband to re-establish their relationship, Katie has the resources and support to remain independent and raise her children in a safe home. Because of United Way-supported agencies like Harbor House, Katie is standing strong.

To protect the client’s identity, neither her name nor photo have been used.

S u c c e s s S t o r y

TURNING DISABILITY INTO ABILITY: 5,483 SERVEDPrograms helping disabled individuals enhance independence and self-worth: developmental training, education and enrichment programs, vocational training, employment counseling, group homes, residential services.

• The Center for Independent Living helped 3,144 disabled residents become more self- sufficient in their daily tasks - 75 percent more people compared to the previous reporting period.• Lighthouse Central Florida brightened the lives of 413 visually impaired individuals. • 1,349 people living with disabilities received vocational training through QUEST, Seminole Work Opportunity Program, Primrose Center and Osceola Association for Retarded Citizens.

PROVIDING EMERGENCY SERVICES: 96,106 SERVEDPrograms aiding people in crisis: disaster relief, temporary housing, rent and utility assistance, food and clothing, domestic violence shelters.

• Catholic Charities provided professional casework assistance to 6,655 families experiencing difficulty paying rent, mortgage, utility, transportation, food and medication expenses.• More than 2,000 individuals accessed shelter assistance through Coalition for the Homeless of Central Florida.• Through the American Red Cross Armed Forces Emergency Services program, 2,004 servicemen and women and their families received financial aid and other assistance.

IMPROVING OUR COMMUNITY’S HEALTH: 24,749 SERVEDPrograms promoting physical and mental well-being: affordable healthcare, substance abuse treatment and prevention, information and referrals, mental health counseling and support, HIV/AIDS education and prevention.

• UCP of Central Florida provided training, support and advocacy services to 1,891 disabled children and their families.• 1,504 individuals received dental exams and/or urgent treatment through the Health Care Center for the Homeless.• 2,592 children received transitional treatment while awaiting outpatient mental health services through Lakeside Behavioral Healthcare’s Children’s Assessment and Intervention program.

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Assets 2006-07 2005-06Cash and cash equivalents $7,602,807 $6,289,295 Investments $5,836,065 $5,184,517 Certificates of deposit $1,749,403 $1,694,429 Campaign pledges receivable, less allowance for uncollectible pledges of $1,356,121 and $1,354,348 $6,880,447 $6,487,334 Grants receivable $ 661,949 $ 350,467 Other receivables $ 54,010 $ 64,410 Prepaid expenses $ 70,491 $ 19,111 Gift-in-kind inventory $ 153,548 $ 265,744 Property and equipment, net $4,276,708 $4,374,172 Total assets $27,285,428 $24,729,479

Liabilities and Net Assets Liabilities: Accounts payable $ 466,807 $ 485,773 Accrued expenses $ 145,797 $ 168,122 Campaign pledges due to designated agencies $2,900,188 $3,448,091 Campaign pledges due to other United Way organizations $ 254,608 $ 326,929 Grant advances $ 271,247 $ 482,779 Other liabilities $ 123,923 $ 126,899 Total liabilities $4,162,570 $5,038,593 Net assets: Unrestricted $ 9,939,612 $ 7,099,305 Temporarily restricted $12,383,246 $11,791,581 Permanently restricted $ 800,000 $ 800,000 Total net assets $23,122,858 $19,690,886 Total liabilities and net assets $27,285,428 $24,729,479

S t a t e m e n t o f F i n a n c i a l P o s i t i o n

Michael L. Harding2006-07 ChairFinance Committee

Finance Committee Members 2006-07

Jim CurleyMcLane/Suneast Inc.Stephen GrahamOrlando Regional Healthcare SystemPeter L. Lopez, Esq.Lowndes, Drosdick, Doster, Kantor& Reed PARobert H. MaioccoMerrill LynchJohn SchenkelTissueNet–Custom Applications LLCDonna TemplinWalt Disney CompanyRichard A. WatkinsSunTrust Banks, Inc.

The following is an overview of Heart of Florida United Way’s financial performance comparing the fiscal years of 2006-07 and 2005-06, ending June 30th:

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Partner AgenciesAdult Literacy LeagueAlzheimer Resource Center, Inc. American Red Cross of Central Florida BETA Center, Inc.Big Brothers Big Sisters of Central Florida Inc. Boys & Girls Clubs of Central Florida, Inc. Catholic Charities of Central Florida, Inc. The Center for Drug-Free Living, Inc. Center for Independent Living in Central Florida, Inc. Central Florida Police Athletic League, Inc. Central Florida YMCAChildren’s Home Society of Florida, Central Florida Division Christian Service Center for Central Florida, Inc.Coalition for the Homeless of Central Florida, Inc. Community Coordinated Care for Children, Inc. (4C)Community Health Centers, Inc.Community Service Center of Central FloridaConsumer Credit Counseling Service of Central Florida and Florida Gulf Coast, Inc. Devereux FloridaEdgewood Children’s Ranch, Inc.Foster Grandparent Program of Central Florida Girl Scouts of Citrus Council, Inc.The Grove Counseling Center, Inc.GROWS Literacy Council, Inc. Guardian Care Nursing & Rehabilitation CenterHarbor House Orange County Center Against Domestic Violence Health Care Center for the Homeless, Inc.Help NOW of Osceola, Inc.Jewish Community Center of Greater Orlando Inc. Jewish Family Services of Greater Orlando, Inc. Lakeside Behavioral Healthcare, Inc.

Legal Aid Society of the Orange County Bar Association, Inc. LifeLine of Central Florida, Inc. Lighthouse Central Florida (formerly C.I.T.E.) Living Hope International Ministry, Inc. MADD Central Florida Chapter Meals on Wheels, Etc. Inc. (Seminole County) Mental Health Association of Central Florida Metropolitan Orlando Urban League, Inc.The Mustard Seed of Central Florida, Inc. Orlando Day Nursery Osceola Association for Retarded Citizens (ARC), Inc. Osceola Council on Aging, Inc. Primrose Center, Inc.Quest, Inc. Rescue Outreach Mission of Sanford, Inc. RSVP - Retired & Senior Volunteer Program of Orange County Safehouse of Seminole (Seminole County Victims’ Rights Coalitions)The Salvation Army of Orange County The Salvation Army of Seminole County Second Harvest Food Bank of Central Florida, Inc.Seminole Community Volunteer Program, Inc. Seminole County Bar Association Legal Aid Society, Inc. Seminole Work Opportunity Program (S.W.O.P.) SENIORS FIRST, Inc. Share the CareShepherd’s Promise S.T.E.P.S. (Specialized Treatment, Education and Prevention Services) UCP of Central FloridaUnited Way 2-1-1Visiting Nurse Association/Community Care for the Elderly Welbourne Avenue Nursery & Kindergarten, Inc.Winter Park Day Nursery, Inc.

Heart of Florida United WayContract AgencyCentral Florida Council Boy Scouts of America

Community Health Charities of Florida Contract Agencies

Alzheimer’s Association, North & Central Florida ChapterAmerican Cancer Society American Diabetes AssociationAmerican Lung Association of Florida – Central AreaAmyotrophic Lateral Sclerosis (ALS) AssociationArthritis Foundation, Florida Chapter, Inc.Best Buddies FloridaEaster Seals Florida, Inc.Hemophilia Foundation of Greater FloridaJuvenile Diabetes Research Foundation International Leukemia & Lymphoma Society, Central Florida ChapterLupus Foundation of America, Inc. Greater Florida ChapterMuscular Dystrophy AssociationNational Kidney Foundation of FloridaNational Multiple Sclerosis Society – Mid-Florida ChapterNational Parkinson Foundation, Inc.

Heart of Flor ida Uni ted Way 2006-2007 Agency List

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The Year In Review

Campaign VictoryDuring the annual Victory Celebration held in the spring, it was announced that $17.35 million was raised during the 2006-07 annual campaign. More than 450 Central Florida businesses ran workplace campaigns, organized fundraising events and hosted golf tournaments to help Heart of Florida United Way attain this outstanding result. In ad-dition, United Way recognized 20 businesses for their campaign successes. The 2006-07 fundrais-ing campaign exceeded the previous year’s result by more than $600,000, making it a resoundingly successful effort.

Chef’s GalaMore than 20 top chefs from Central Florida’s finest dining establishments joined together for the 15th Annual Chef’s Gala on Friday, March 2 at Epcot® World Showplace. As Central Florida’s premiere food and wine pairing event, Chef’s Gala features a delectable menu paired with best-in-class wines, live jazz and a dazzling silent auction. More than 1,000 guests enjoyed the evening, which generated revenues of more than $165,000 for Heart of Florida United Way. WALT DISNEY WORLD® has served as host and sponsor of the event since its inception.

SeaWorld Leadership EventIn December, for the ninth year in a row, SeaWorld Orlando partnered with Heart of Florida United Way to recognize and thank more than 1,400 Leadership Club members. Participants enjoyed a breakfast in their honor at SeaWorld Orlando’s Ports of Call and a fun-filled day in the park with their families. Leadership Club members are those who donate $1,000 to more than $1 million to Heart of Florida United Way.

Days Of CaringAs the largest single volunteer event in Orange, Osceola and Seminole counties, Days of Caring, held in September, showcased the volunteer spirit of Central Florida’s business community. Projects ranged from repairing buildings or grounds that were in desperate condition to repairing the hearts of children and seniors needing extra love and attention. More than 1,200 individuals from area businesses volunteered, but once again, Lockheed Martin led the effort with more than 700 employees participating.

Volunteer RecognitionMore than 100 volunteers serving on the Fund Dis-tribution Panel were recognized for their time and dedication to ensuring that campaign contributions are used wisely and effectively. The committee was led by Chair Donna Templin, Walt Disney Company operations project manager, and Vice Chair Debbie Clements, Progress Energy commu-nity relations manager. Volunteers donated 6,600 hours over the course of 12 weeks, reviewing fund-ing requests and visiting agencies to determine the best use of the community’s donations.

Campaign Kicks Off

Member agencies, community partners and vol-unteers gathered in September at The Ballroom at Church Street Station to officially kick-off the 2006-07 campaign. Campaign Chair Gary Woo-drell, vice president of refractive manufacturing for Alcon, rallied attendees and built momentum for a second year of “up” campaigns. Joining the crowd via a taped message, was University of Central Florida Head Football Coach George O’Leary, who served as Honorary Campaign Chairman.

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Paul Robbin: He Proved the Doctors Wrong

Paul Robbin marches to the beat of a different drum, one that’s transformed the lives of his family, surprised doctors and inspired hope in others like him.

Paul, age 5, was born with spina bifida, hydrocephalus and severe leg and foot deformities that some doctors said would permanently confine him to a wheelchair. Refusing to accept this prognosis, his parents, Susan and Josh, sought medical specialists and therapists who envisioned a better future for their son.

In his first year, Paul endured several surgeries and intense therapy, but was crawling, standing with support and displaying more independence by age 2 than even the most optimistic doctors thought possible.

Paul’s progress continued at UCP of Central Florida, where he received therapy and was able to interact with other children who were also learning to overcome disabilities, complete tasks, communicate and play with others.

“Paul began growing in leaps and bounds beyond what his doc-tors had originally said he would. At UCP they expected him to first try things himself. They pushed him to do things on his own and become independent. They gave him the self-confidence to try to do it,” said Susan.

After 17 surgeries and two-and-a-half years of therapy, Paul recently graduated from UCP’s early-education program and walked across the stage with a radiant smile to accept his di-ploma. Sitting in the first row, Susan had an even brighter smile as she witnessed her son achieve his greatest success: Paul can walk, even though he marches to a slightly different beat.

To protect the client’s identity, neither his name nor photo have been used.

S u c c e s s S t o r y

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United Way Programs & Services

United Way 2-1-1

Heart of Florida United Way 2-1-1 Call Center took 105,762 calls during 2006-07.Much like 4-1-1 or 9-1-1, this easy-to-remember community resource and referral helpline links those in need with nearly 4,000 assistance programs administered by some 400 Central Florida health and social service agencies. Answering calls 24 hours per day, highly trained operators make free referrals to help callers find assistance with child and elder care, disabilities, affordable housing, food, rent, Medicare Part D and many other issues.

Program Highlights: • Provided information to nearly 1,000 residents regarding the Earned Income Tax Credit program, in partnership with the Orlando Regional Chamber of Commerce, Orange County and the City of Orlando. • Helped more than 15,000 Seminole County residents complete change-of-address and voter-registration forms during the general election. • Began a Foster Care Helpline to assist those entering and exiting the foster care network. • Increased cost efficiency by incorporating volunteer resources in the Call Center. More than 3,000 volunteer hours were donated through June 2007. • Partnered with the Health Council of Central Florida to provide affordable housing information to residents of Lake, Orange, Osceola and Seminole counties.

United Way Stewardship Program

The Heart of Florida United Way Stewardship Program serves as a fund manager for more than $1.2 million in direct assistance for a network of emergency assistance agencies. These agencies provide the case work, verify and document needs, determine client eligibility and submit assistance requests for vendor payment processing. The needs addressed by this program are: (1) providing allocation and expenditure accountability to funders by ensuring that funding guidelines are followed and clients are served confidentially and expeditiously, and (2) preventing duplication of services by providing a centralized database that is accessible to participating agencies, enabling them to view previous assistance history of clients and track fund balances. Because the number one request for services through United Way 2-1-1 is rent/mortgage/utility assistance, it is essential to have a coordinating program to administer community funds.

PROGRAM HIGHLIGHTSThe Heart of Florida United Way Stewardship Program administered more than $1.2 million in emergency funds that served 6,790 individuals in 2,212 households. The program also:

• Collaborated with the City of Winter Park to establish the Emergency Utility Assistance fund as a dedicated fund on behalf of its residents. • Worked with organizations, foundations, businesses, agencies and donors to increase the funding cap and lessen guidelines to meet rising housing costs and provide assistance to more families. • Partnered with regional faith-based organizations that provide emergency services to those in need within the community.

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United Way Programs & Services

Heart of Florida United Way Volunteer Center

Successfully connecting individuals, families, students and corporate volunteer groups with opportunities to serve in the community is the program goal. Heart of Florida United Way also assists more than 100 agencies recruit, train and manage volunteers to help extend resources.

Program Highlights:

• Organized Days of Caring, which resulted in 1,212 participants donating 6,095 volunteer hours. Eighteen companies, including Lockheed Martin, Walt Disney Company, FedEx, Publix Super Markets, Inc., Alcon and many others participated and 28 volunteer projects were completed. • Forty-nine volunteer program managers participated in the Heart of Florida United Way’s Volunteer Management Training Series. Forty participants earned Florida Volunteer Management Certification, which is issued in conjunction with Volunteer Florida, the Governor’s Commission on Community Service and the Florida Association of Volunteer Centers. • Created a curriculum and launched the Grass Roots Leadership Training (GRLT) program for youth and adults in underserved communities. Developed in conjunction with the national Points of Light Foundation, the program encourages civic leadership and responsibility. As one aspect of the program, high school age children in a Southwest Orlando neighborhood outlined their concerns, ranging from gangs and youth violence to health issues and police harassment. Many of the children attended a Community Advisory Board meeting and had their comments entered into public record. • Referred 583 volunteers to 99 agencies. • Registered 358 new volunteers with the Volunteer Center.

Volunteer Center Mission:To facilitate people’s active participation in community solutions.

If you are looking for volunteer opportunities for your company, please call the Volunteer Center at 407-849-2373.

If you are an individual looking for an opportunity for yourself or your family, please log on to our website at www.hfuw.org and click on “Volunteer Opportunities Within Central Florida” for a great search tool loaded with opportunities with many different agencies. Thanks for making a difference.

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Helping Treat & Prevent HIV/AIDS – Ryan WhitePart B/General Revenue Program

Heart of Florida United Way’s Ryan White Part B program provides HIV patient care and support services in Brevard, Orange, Osceola and Seminole counties. As a lead agency since 2000, HFUW annually receives nearly $2 million dollars to provide much needed services and referrals via a network of eight AIDS service organizations and more than 200 service providers. The funding helps provide care and enhance quality of life for underserved populations affected by the disease.

Allocation of Ryan White Part B dollars also helps those who may be uninsured or unable to pay for expensive HIV/AIDS treatments. Services provided by both the Ryan White Part B and General Revenue dollars include medical care, case management, pharmaceutical assistance, transportation, mental health services, home healthcare, food baskets, substance abuse services, nutritional counseling and dental care.

Program Highlights:

• Delivery of services continuum provided to more than 3,500 persons infected with HIV/AIDS in Brevard, Orange, Osceola and Seminole counties. • Increased collaboration between local AIDS service organizations, the Florida Department of Health and all Ryan White funding streams to better plan and assist clients in need. • Increased nutritional support services, including distribution of food and hygiene products to clients in Orange, Osceola and Seminole counties. • Enhanced community outreach and improved HIV/AIDS awareness through local health fairs.

Uni ted Way Programs & Services

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Gifts in Kind Center

Helping Central Florida non-profits extend their resources and reduce overhead costs, Heart of Florida United Way’s Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local non-profit health and human service agencies and school PTAs. The center provides an outlet for local donations and allows agencies access to much-needed goods at greatly reduced costs, thereby increasing their economic efficiency — a goal that Heart of Florida United Way continually strives to attain.

• Provided cleaning and office supplies, household goods and personal care items valued at $660,656 to 40 agencies and their clients. • Distributed four Young Explorers computer systems, purchased through an IBM Technology grant and valued at $8,596, to GIKC youth-serving member agencies. • Distributed free tickets to Orlando Magic games, Disney Wide World of Sports events and the Bahia Shrine Circus. • Facilitated numerous “pass-through” donations, including 40,000 square feet of carpeting, office equipment and furniture, assorted home furnishings, roofing supplies and a mobile home. Pass-through donations are contributed by the community and are advertised via e-mail blasts so GIKC member agencies can use them for client Needs. • Collected Camex Trade Show merchandise valued at more than $100,000, which benefited persons served by 40 GIKC member agencies in Orange, Osceola and Seminole counties. • Partnered with Workforce Central Florida to provide computers and hardware valued at $81,430 to area non-profit agencies.

United Way Programs & Services

How You Can HelpYou can help Central Florida nonprofits extend their resources and reduce overhead costs by donating merchandise and materials through United Way’s Gifts In Kind Center.

The Gifts In Kind Center connects donated goods and merchandise to local, nonprofit, health & human services agencies and school PTAs, thereby reducing costs and increasing economic efficiency – increasing resources that can go to helping clients.

If you’d like to make a large-scale in-kind donation of new items, please contact the Gifts in Kind Center at 407-835-0900 or e-mail [email protected].

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Delivering Meals – and Love

Two mornings a week, after attending early Mass, 92-year-old Marjorie Carter heads to her car and begins her job.

A woman on a mission, she carefully navigates city streets to pick up Meals on Wheels lunches, which she delivers along a 20-mile route to nearly a dozen homebound Orange County senior citizens.

Why does she volunteer? “I’ve always enjoyed it. It’s fun and gives me something to do,” said Marjorie, who served as a program volunteer in Connecticut for more than a decade before moving to Orlando seven years ago.

While younger volunteers are often on a tight schedule and quickly drop off meals to get to the next client, Marjorie takes time to talk with everyone. Frequently going beyond the call of duty, she takes clients to the doctor, brings them books, runs errands and follows up with phone calls to make sure everyone is well.

As a mother, grandmother, great-grandmother and now great-great-grandmother, Marjorie has volunteered at every stage of her life and cherishes her memories and experiences, particularly the 28 years she spent as a Girl Scout volunteer.

She believes her Meals on Wheels volunteerism offers good exercise, as well as opportunities for maintaining social connections and safe-driving skills. “I’m in good health and don’t wear glasses or a hearing aid,” she said, adding that the work helps keep her active and mobile.

Perhaps her greatest motivation is the belief that along with hot meals, she’s delivering something even more valuable – love and friendship that nourishes the soul and enhances quality of life for those who need it most.

To protect the client’s identity, neither her name nor photo have been used.

S u c c e s S t o r y

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Robert H. (Bob) Brown – President/CEOJill Grevi – Vice President, FinanceJill Hamilton – Vice President, Marketing and CommunicationsJoan Nelson – Vice President, Community ImpactLarry Olness – Vice President, Community ServicesLeigh Smith – Vice President, Resource Development

Jahkiya Bell – Director, Community ImpactStephanie Bowser – Program Director, Ryan White Part BLorri Highet – Director, Volunteer CenterRichard LaPratt – Director, Way 2-1-1 Call CenterDennis Burns – Director, Resource DevelopmentMarta Vargas – Director, Leadership GivingMichele Plant – Director, Marketing & CommunicationsBroc Rosser – Director, Office of the PresidentRobert Seeds – Director, ITSusan Summers – Director, Donor Services & Pledge ProcessingMaurice VanVield – Director, Finance

We are proud to be part of this generous and caring community and of our 68-year history of donating hundreds of millions of dollars to local charities. We look forward to continuing our many community collaborations and to helping improve quality of life for Central Floridians. On behalf of our partner agencies, and the tens of thousands of individuals helped by your generosity, thank you for your continued support.

Heart of Florida United Way Senior Management Team

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With a planned gift to Heart of Florida United Way, you can combine your desire to give charitably with your overall financial, tax and estate planning goals. Your generosity will leave a

lasting legacy that helps those in need for years to come.

For more information on Planned Giving, phone (407) 835-0900, ext. 238

A copy of the official registration (#ch214) and financial information may be obtained from the division of consumer services by calling toll-free (800-435-7352) within the state. Registration does not imply endorsement, approval, or recommendation by the state.

Heart of Florida United WayDr. Nelson Ying Center

1940 Traylor Blvd.Orlando, Fl. 32804

407.835.0900www.hfuw.org

D o n a t e . V o l u n t e e r . C h a n g e a L i f e .