Volunteer & Donate |
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 Leadership Giving
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Leadership Giving
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| l-r Wayne &
Sharol Siemens with Tom Brooks |
United Way continues to be supported by
very generous people in our community. Through the Power of
Partnership™, members of the Tocqueville Society and Leadership
Circle ensure children, families, and seniors receive services that are
helping them develop a hopeful future.
Did You Know?
- The 500 members of the
Alexis de Tocqueville
Society and Leadership Circle provide one third of
all services delivered by us to the community.
Find out what those services are.
- Alexis de
Tocqueville Society & Leadership Circle members enable us to create
innovative solutions for the success of local children, families and
our frail elderly. Your support is changing lives.
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Over the past 5
years, Leadership Circle membership has grown by more than 150
members.
Benefits of Membership
In the Alexis de Tocqueville Society of Santa Barbara County
The Alexis de Tocqueville Society recognizes individuals who contribute $10,000 to
$1 million and beyond.
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| Anne Smith Towbes &
Michael Towbes |
The name of the Society was chosen because of Alexis de Tocqueville’s admiration
for the American spirit of voluntary association and voluntary effort
for the community good, which he wrote about during a trip to the new
United States in the early 1800’s. The Society was funded more than
thirty years ago jointly by United Way of America (our national trade
association) and the Alexis de Tocqueville family in France to recognize
outstanding philanthropists across the United States
Many opportunities are open to
you as you recognize community needs and consider your charitable
intentions. As your annual charitable giving level approaches the
$10,000 level, membership in the Alexis de Tocqueville Society offers you the
options and flexibility you need to expand your philanthropic influence
in our community.
- The convenience of writing
one check, making payments or payroll deductions to United Way to cover
all your annual charitable giving. You may restrict your gift
to any qualified charitable organization, along with your gift to United Way.
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Provide direct advice and council to United Way
board and commission to help design and deliver innovative solutions to
meet community goals. A variety
of paper and electronic surveys along with face to face meetings are
scheduled at various times of the year.
- The flexibility of
establishing a Personal Giving Account. If you choose, you
may make one contribution to establish the account. As opportunities
arise throughout the year, you have the flexibility to contribute to any
charitable organization by simply calling United Way.
- The opportunity to set an
example for national and local philanthropic leadership. You have
the option of listing your name with many other philanthropists
nationwide in the national Tocqueville Society Leadership Book and also
in local publications.
- The ability to contribute
to organizations anonymously through United Way. All checks will be
issued from United Way with a cover letter stating that you, the donor,
wish to remain anonymous.
- The opportunity to gather with other like-minded individuals from Santa Barbara County and across the
nation for social events and informational seminars. You will
be invited annually to a number of local events, including the Annual
Award celebration, the Red Feather Ball VIP Reception, and other annual
national events. Special opportunities are made available to meet with other national
Alexis de Tocqueville members such as Bill and Melinda Gates, and many of the other 10,000
members across the country, at unique resort settings.
- The power to produce local
community solutions that meet existing and emerging Santa Barbara
County needs. Your gift to United Way of Santa Barbara County is changing
lives with measurable and verifiable results through the Power of
Partnership™.
Find out more
now!
*Additional
benefits are listed below under Benefits of Membership in Leadership
Circle
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Alexis de Tocqueville Volunteer Advisory Cabinet |
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Jim & Marcia Wolfe |
Jim & Marcia Wolfe, Tocqueville, Chairs
Tom Brashears
Bill & Renee
Curtis
Molly Dolle
John Hanna
Bob & Val
Montgomery
Richard & MaryAn
Schall
William "Tom"
Thomas |
Benefits of Membership
in Leadership Circle of Santa Barbara County
The Leadership Circle recognizes individuals who contribute $1,200 to
$9,999.
As a Leadership
Circle member you are entitled to the following opportunities:
- Invitation
to the Alexis de Tocqueville Society and Leadership Circle Thank You
Reception, which brings together leading figures from business,
government, education, nonprofits and philanthropy
- Recognition
in our Annual Thank You Report
- Recognition on our Donor Wall at United Way Offices
- Recognition at all United Way events on mobile Donor
Posters
- Premier
seating at our Annual Awards Celebration
- Red
Feather Ball priority seating
- Invitation to Holiday Bash
 l-r Lori & Michael Harris
with Channel Cat Captain
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*Leadership Circle Giving Levels
Gold Circle:
Annual gift of $6,000 - $9,999
Silver Circle:
Annual gift of $3,000 - $5,999
Bronze Circle:
Annual gift of $1,200 - $2,999
*Please note our Leadership
Giving Levels have changed, due to increasing costs for
maintaining & growing our partnerships. This is the
first level increase in 20 years. |
 Dennis &
Patty Forster |
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Leadership Circle Volunteer Committee Members |
Cris & David Prichard |
David & Cris Prichard, Chairs
Steve Byrd
Chuck Bischof
Chris DeVries
Bobbi
Didier
Jerry Horan
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| Richard &
Maryan Schall |
Val
Montgomery & Molly Dolle |
Alexis de Tocqueville Society/Leadership Yearly Events:
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 The Heritage Club was founded in 1982 to honor
those forward-thinking individuals who have shown their long-term commitment
to the community by leaving their legacy to United Way Santa Barbara County.
These philanthropic friends share an important vision – their commitment to
the wellbeing of this community and the people who live here. They also
share a profound understanding of the powerful impact such a commitment has
on our community, not only today, but for generations to come.
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| Heritage Club members Merrilyn &
Earl Damitz |
Their gifts come in the
form of Charitable Remainder Trusts, Gift Annuities, Pooled
Income Funds, Philanthropic Funds, Life Insurance and
Bequests. Through these thoughtful estate plans, their endowment
provides a solid foundation of perpetual support for United Way of Santa
Barbara County and the human services needs of our community.
That is why the Heritage
Club recognizes those who make planned gifts on the Wall of Honor, which is
a permanent plaque located in the Stuart Taylor Main Conference Room, and in
the Annual Thank You Report. Each year United Way honors our Heritage Club
members at the Annual Heritage Club Appreciation Luncheon, which is hosted
by one of Santa Barbara’s exclusive restaurants and sponsored by a local
business. Of course, those who prefer anonymity in their philanthropy are
completely respected with strict confidentiality, and are listed as
Anonymous Donors in all our materials.
As you may know, the
nation’s tax laws provide incentives that encourage philanthropy, because of
the unique role that charitable organizations play in meeting the important
needs of society. There are many benefits that charitable financial
planning can offer in structuring a gift.
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| Judy Goodbody |
We will be glad to explain
the specific financial benefits you can enjoy. For more information about
becoming a Heritage Club member of United Way of Santa Barbara County, or
for a confidential personalized illustration, please call Judy Goodbody,
CFRE, RIA, Certified Tax Consultant, Gift Planning Services Officer at
965-8591 ext.120 or contact her via
email.
Make an investment in
the future of Santa Barbara…become a Heritage Club member.
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Heritage Club Members |
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Bill & Betty Alexander |
Howard and Jean Fenton |
Velma L. Morrell |
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Marilyn D. Anticouni, Esq |
Dorothy T. Flynn |
Jere Nereter |
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Dr. Ruth Appleby |
Dennis & Patricia Forster |
Mike and Betty Noling |
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Lucy M. Barr |
Mildred C. Frisbee |
Connie O’Shaughnessy-Los |
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Bartlett Pringle & Wolf |
Timothy & Linda Gamble |
Richard C. Parsons |
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Michael & Jennifer Bergquist |
Judy Goodbody |
Adolf & Helen Pedotti |
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Alma Bernheim |
Gordon E. & Ruth F. Goodhart |
Charles Paul Pianfetti |
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Robert Bernstein |
Marion J. Gore |
Karen Anne and Peter Platt |
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Earl & Constance Bixby |
Joseph F. Green, Esq. |
Quentin L. Richard |
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Gladys Blakey |
Mercedes Lippencott Gutierrez |
Richard H. Roberts |
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Eric H. Boehm |
Dorothy B. Hall |
William J. Roberts |
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Ada-Marie Bowers |
Vera Hanshew |
Margaret Jacobs Ruth |
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Glenn & Elizabeth Boyles |
Ellen Harrison |
Lewis & Mary Schellbach |
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Tom & Barbara Brashears |
Cecil M. & Lois Gwen Hefner |
Julie Schneideman |
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Dr. Robert L. Brigden |
Dr. Ursula F. Henderson, M.D. |
Michael G. Siefe |
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Alberta F. Brown |
Aby & Stella
Hervy |
David & Carolyn Spainhour |
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Jeanne Brown |
John C. Hubbard |
John & Susan Spencer |
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Rod & Becky Brown |
Josephine M. Ireland |
Charles & Alice Stearns |
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Carolyn Chadbourne |
Ellen Johnson |
Patrick S. Steele |
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Pearl Chase |
Mike & Elena Johnston |
Jean S. Steinhardt |
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Bill & Maylene Cook |
Richard & Linda Johnston |
Walter & Mae Stern |
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Margaret Crunk |
Frank & Barbara Kelly |
Don & Katie Sweet |
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Earl & Merrilyn Damitz |
Arlen & Karen Knight |
William & Lesley Sykes |
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Damitz Brooks Nightingale |
Mary Ann Kriebel |
Ernest J. & Ella C. Tag |
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Turner & Morrisset, CPAs |
Florence Lamb |
Stuart & Mary Taylor |
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Raymond A. and Ellen Daniel |
Shepherd Lee |
Milan & Patricia Thompson |
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Suzanne de Marquette |
Arthur & Edith Lenart |
Neysa Turner |
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Paul & Bobbi Didier |
A. Myles Limburg |
J. Parker Van Zandt |
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Ethel V. Dietrich |
Richard L. & Chiyoko Long |
Volentine Family Foundation |
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Diane B. Doiron, CLU |
Madelon Gail Lucky |
John & Suzanne Waldmann |
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Margaret Donaldson |
Gertrude Orcutt Mann |
Kate Ellen Walker |
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Wallace T. Drew |
Eleanor Smith Marks |
Sally Walker |
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Alison Duncan Egus |
Anthony & Helen Marquette |
Hathaway Watson |
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William & Ruth Ellenshaw |
Douglas & Marjorie Martin |
Klaus & Sophie Winkelmann |
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Kent & Jill Englert |
Saul and Katherine Merritt |
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Lubomir & Wilhelmina Fast |
Paul Mershon |
5 members wish to remain anonymous |
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Heritage Club Members Jill & Kent Englert |
Heritage Club
Members Tom & Barbara Brashears |
Heritage Highlights Newsletters-Read past issues below
2009 Heritage
Highlights News (pdf format)
2008
Heritage Highlights News (pdf format)
2007
Heritage Highlights News
2007 Heritage Highlights News (pdf format)
2006 Heritage Highlights News (pdf format)
2006 Heritage Highlights News (html format)
2005 Heritage
Highlights News
2004 Heritage
Highlights News
2003 Heritage Highlights News
Add or?Photos from all YLS events?
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Questions? |
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 You
can reach Karen Knight, Leadership Services Officer, at 805-965-8591,
or by email
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