Alternative Ways to Partner with United Way

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Alternative Ways to Partner with United Way
NCL Best Practice Corporate Learning Session June
21, 2007 Minneapolis, MN
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Alternative Ways to Partner with United Way
What is the program and how was it built?

• Enhanced Earned Income Tax Credit (EITC)
  outreach and free tax preparation efforts
• Two phased project including grants to 33 local
  and state United Way organizations and
  sponsorship of the EITC and Beyond 2007
  Leadership Summit in July
• Markets selected are strategic markets for both
  organizations Bank of America and United Way
• Program designed to build capacity of local EITC
  coalitions across the nation
• Program is national scope local impact

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Alternative Ways to Partner with United Way
How does the program align with your companys
business practices?

• More than 70-year partnership - - proven
  results/proven impact on key issues
• Bank of America philanthropic strategy is closely
  aligned with United Way of Americas vision - -
  identifying local market priorities/impact areas
  and directing resources to addressing those
  issues
• More than dollars Associate engagement and
  Thought Leadership
• Looking at opportunities to move beyond the
  campaign - - ensuring year-round associate
  engagement opportunities
• Bank of America is expanding our Asset Building
  strategy which is multi-faceted
• Operationalizing that strategy involves partners

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Alternative Ways to Partner with United Way
Why United Way?

• Proven results/proven impact on key issues
• United Way of America is well positioned to
  coordinate a project of national scope with local
  impact

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Alternative Ways to Partner with United Way
Challenges
Future

• In-depth review of the results how was the
  money invested and what was the impact
• Collaborative brainstorming on successes and gaps
  in current year program
• Successful completion of the upcoming Leadership
  Summit

• Start planning early
• Training process
• Data gathering and success metrics