On January 24, 2019, we were pleased to celebrate the new year by welcoming our new Tocqueville Society members. Thank you to all who attended!

United Way of Greater Atlanta’s Tocqueville Society, the largest Tocqueville Society in the United States, is a committed leadership group making a measurable and sustainable impact on Child Well-Being in Greater Atlanta through the connected efforts of their philanthropy. The Tocqueville Society is open to individuals who contribute $10,000 or more annually to United Way of Greater Atlanta.

For more information, please email tocqueville@unitedwayatlanta.org.

Congratulations to the graduates of our 2018 Fall VIP Training Program!

We look forward to hearing about your future successes in board appointments.

Interested in finding out more about VIP and board training? Check out the Volunteer Involvement Program.

 

Monday Session

 

Khadijah Ameen
Presidential Management Fellow
Center for Disease Control and Prevention

 

Kelli Anderson
Independent Travel Consultant

 

Takiia Anderson
President
The Frugal Biddy

 

Christen Baskerville
Diversity and Inclusion Campus Recruiter
Deloitte Consulting

 

Brandon Beal
Associate Marketing Manager
InComm

 

Janene Browder
Attorney, Medicaid Legal Services
Georgia Department of Community Health

 

Elissa Checov
Manager, Suwanee Branch
Gwinnett County Public Library

 

Evonna Christmon
Founder/Executive Director
Blossoming Brown Girls

Garvey Cills
Finance Manager
TJX

 

Jennifer Barbosa Clegg
Benefits Consultants
Inova Benefits, LLC

 

James Cooper
Unit Manager
Waffle House

 

Shavontana Davis
Founder/Executive Director
The Starr Institute

 

TK Diallo
Managing Director
Cargossimo/Raxland

 

Nicole Dove
Director, Business Security Officer
ADP

 

Joann Eastman
President
Loving Hearts of Atlanta Inc.

 

Kevin Harris
CEO
Harris Enterprise International

 

Crystal McCorkle
Client Services Specialist
TSYS

Tamira Moon
Founder/President
To the Mooon and Back Foundation

 

Denece Robinson
LPN
Legacy Healthcare Center

 

Sabrina F. Salters
Director of Transportation & ADC
Goodwill of North Georgia

 

Victor Tate
Senior Pastor
First Mt. Pleasant Baptist Church

 

Antoinette Tuff
Professional Speaker
Antoinette Tuff LLC

 

Tieashia Velasco
Executive Director
Impact Community Consluting

 

Jaselyn Willams
Senior HR Business Partner
Digital Realty

 

Tameka Winchester
Managing Director
Harvard Group International

 

Sharon Williams
CEO
SWB Consulting Group

 

 

Wednesday Session

 

Shirley Askew
Professional Development Consultant
Lilma Implementation Partners

 

Sabrina Clark
IT Corporate Recruiter
CS Resources

 

Alan Fountain
Senior Human Resources Specialist – Compensation
Federal Home Loan Bank of Atlanta

 

Corey Glaze
Assistant Property Manager
BH Management

 

Aqila Hamilton
Assistant Marketing Manager
SunTrust Bank

 

Mamie Harper
Founder
Carrie’s Closet

 

Nicole Jones
Director of Project Management
Heritage Werks

Phoebe McCants
Financial Reporting Supervisor
LL Global, Inc.

 

Carlette Margerum
Retired

 

Neha Negandhi
Host, Talk Show
Seen from the Inside

 

Dishil Patel
Analyst II, Wealth Strategy and Planning
PNC Wealth Management

 

Michael Peterson
Finance Manager
UPS

 

Cameron Randle
Business Development Director
LA Enterprise Security Services

Gerry Richardson
Program Director
CaringWorks, Inc.-Hope House

 

Miles Schmidt
Client Advisor
Sterling Seacrest Partners

 

Stefanie Small
Community Engagement Manager
Future Foundation

 

Maurice Stewart
VP of Business Development
Diamond Ventures

 

Catherine Warren
Economic Empowerment Coordinator
Latin American Association

 

Milton Wilkes
Perfusionist
Piedmont Healthcare

Year-End Giving for 2018

The Tax Cuts and Jobs Act legislated tax changes which may affect your charitable giving plans. The standard deduction has increased to $24,000 per couple and state and local taxes are capped at $10,000. Therefore, if you used to itemize, total deductions need to exceed $24,000 to itemize for 2018. Please find below a few tips for year-end giving: 

  • Be sure and review your gifts to date to ensure you have given to the causes most important to you and in the amounts you intend. Date your check on or before December 31, 2018. If mailing, the postmark also has to be dated by December 31, 2018. If donating by credit card, the charge must be made before midnight on December 31, 2018.
  • Donor Advised Fund: You can set up a Donor Advised Fund to aid in simplifying and organizing your giving and help reach the $24,000 threshold for deductions. If you make several gifts to non-profit organizations annually totaling more than $10,000, hold appreciated securities, expect to have a high income tax year through a bonus or financial windfall, are selling a business or asset, or are updating your will or estate plan, a DAF may be a good fit for you. Please see our article Is A Donor Advised Fund For You? for more information.
  • Give cash or stocks before the end of the year to ensure they count for 2018. When you give appreciated stock (securities that have been held longer than one year), you are unburdening yourself of future taxes so you can give more and have it “cost” less. When you sell appreciated securities, you forfeit a portion of the proceeds to taxes.
  • Required Minimum Distribution: If you are 70 ½ years old, you can make a donation to United Way to satisfy the Required Minimum Distribution and avoid treating the withdrawals as taxable income. Gifts of up to $100,000 can be made and most times it is as simple as filling out a form with your plan administrator.
  • Increase your 401K: If you won’t hit your maximum on contributions by year-end, consider directing extra dollars to your retirement plan during your last few pay periods. If you receive a year-end bonus, use it to build up your savings.
  • Income tax withholding: After calculating your taxes for 2018, work with your accountant to see if you should adjust the withholding on your employers W-2 form. 
  • Flexible spending accounts: If you contribute to a Flexible Spending Account, make sure you have used all the money in the account. Now might be the time to have that medical procedure you have been delaying.

Please contact Eve Powell, epowell@unitedwayatlanta.org, on how you can make an impactful charitable gift to United Way of Greater Atlanta. 

#WhyWednesday: Stefanie Small

Meet Stefanie Small, Community Engagement Manager at the Future Foundation in East Point, and a graduate of the Fall 2018 VIP class! Why does Stefanie step up to help her community? Today, hear her share her why.

We all have something to give – whether it’s time, talent or financial resources. However you give back to Greater Atlanta, we want to hear the why behind it. Share your story with United Way!

African-American Partnership Cabinet Member, Kim Boykin
Brand Advisor & Digital Engagement Specialist
Delta Air Lines

AAP: Tell us about your role at Delta and how you impact the company’s strategic goals. What are your suggestions for individuals who are interested in a career in the travel industry?

Kim: I recently celebrated my 10th anniversary at Delta Air Lines and currently serve as a Brand Advisor & Digital Engagement Specialist. My role often requires that I trouble shoot international service issues and partner with a wide array of stakeholders to review complex processes and build efficiencies. This all must be done under a customer-centric model. Individuals interested in joining the travel industry should demonstrate experience as an innovative leader and think outside of the box. They should also highlight accomplishments that display creativity and the ability to balance multiple priorities.

 

AAP: As president of Delta’s African-American Business Resource Group (BOLD), please share your goals for the organization. 

Kim: We’re currently focused on growth across our multi-city footprint. We plan to increase professional development, service and networking opportunities. We want our associates to connect outside of the board room. We are also looking for ways to be more inclusive and partner with other Employee Resource Groups, gaining additional supporters for our mission. Also, AAP’s volunteer opportunities have been a great way for our members to connect. Our associates readily see the need of exposing boys and young men to positive literacy & S.T.E.A.M. programming and appreciate the turnkey opportunity to share their knowledge and expertise. We had 30 participants at the June AAP Day of Service and expect to have that many at the November “Mentoring Our Youth” Volunteer Event.

 

AAP: Why is philanthropy important to you? How do you give back to the community?

Kim: Giving back is at the core of who I am. Whether organizing a United Way Shoebox Party or renewing my annual AAP membership pledge, I enjoy helping people thrive and helping others live their dreams. Small solutions impact the greater good. I want to see people prosper. In 2003, I founded the non-profit Literacy Leadership Program for Boys, boys who d.a.r.e., Inc., and saw firsthand the impact of philanthropy. I’m grateful to continue that work today as an AAP Cabinet Member and their signature cause, Powering the Potential of African-American boys and young men towards academic achievement.

 

AAP: Who is your favorite trailblazer that serves as a source of inspiration to you? 

Kim: Nelson Mandela! He was uncompromising in what he stood for. He didn’t allow naysayers to change his mind or stop his progress. I am energized by his resilience.

 

AAP: What is your favorite restaurant?

KimL Desta Ethiopian Kitchen is my absolute favorite restaurant to enjoy good food and culture with my son, friends and family. 

It is the season of thanks, and on behalf of United Way of Greater Atlanta African-American Partnership Cabinet, I would like to thank you for your continuous support to AAP’s mission of empowering our young African-American males and your commitment to your community and AAP.

As we transition into what is coming up next for AAP, it is with great enthusiasm that I share our keynote speaker for the 4th annual AAP Leadership Luncheon on SATURDAY, March 2, 2019: Common – American hip hop recording artist, actor, film producer and poet from Chicago, Illinois.  The AAP Cabinet has worked diligently to bring Common to Atlanta and we’re excited about the energy he will bring to our community agenda. Expect to hear details about his rise to the top across multiple entertainment genres as well as his philanthropic outlook on our shared passion of positively impacting youth will be brought to life at this year’s annual luncheon.

As we look ahead to an exciting future, it’s also important to acknowledge our fall accomplishments.  Earlier this month, AAP members and guest came together to support the 4th annual “Mentoring Our Youth,” Volunteer event.  Over the course of the evening more than fifty students from Price Middle School and Carver High School participated in a College/Greek Life workshop; a mock networking reception and small group discussion.  Feedback from both the students and school administrators confirms that we broadened their perspectives on colleges and careers along with furthering the possibilities of their future if they commit to studying hard now.  Special thanks to all of our volunteer mentors who made the event a fantastic success. Click here to see photos from the event.

Lastly, as we round out the month of November, please help us spread the word about AAPs service and leadership opportunities.  For those interested in beginning or renewing annual membership, please contact aap@unitedwayatlanta.org.

Happy Holiday Season to all!

Stephanie Gloster
Digital Business Integration Consultant, Accenture Applied Intelligence
AAP Cabinet Chair

YPL Member, Robert Gorski
3rd Party Wholesale Program Manager
SunTrust Bank


YPL: Why did you decide to get involved with United Way of Greater Atlanta’s YPL group?
Bobby: I have always been involved in charity and giving back. My grandfather was big on giving back; in fact, he built the first YMCA in my hometown. My dad is a high school teacher and is very involved with the Ronald McDonald house. Every year my family goes to visit a room we sponsor and donate time and goods. My grandfather, who has since passed, has a scholarship named after him for underprivileged youth who are active in the community giving back. Giving is in my blood. At Sun Trust I was tasked with bringing a team of 800 people together for a charity project, so we set up a wishlist drive for the Ronald McDonald house and got everyone involved. I learned about YPL through Richard Yancey who thought the program would be of great interest to me, and he was right!


YPL: What aspect of United Way’s work in the community are you most passionate about supporting?
Bobby: Giving kids an equal chance no matter their background or financial situation. I want to help out them in the best situation possible to succeed.


YPL: What is your favorite quote?
Bobby: Two of my favorite quotes include:

“The meaning of life is to find your gift. The purpose of life is to give it away.” – Pablo Picasso

“If you possess something but you can’t give it away, then you don’t possess it…it possess you.” – Frank Sinatra

On October 17th, society members gathered at the Cherokee Town Club for our annual Tocqueville Recognition Reception. During the award ceremony, we discovered unexpected reasons to be thankful.

The Tocqueville Society Award was granted to Mike and Susan Petrik. Each year this award is presented to a member or family who dedicates extraordinary time, talent and treasures throughout the Greater Atlanta community.

The Petriks joined the Tocqueville Society in 1998 and the Ivan Allen Circle in 2012. From 2008-2017, Mike served as the Board Chair, Governance Chair, and Public Policy Chair, all while demonstrating tremendous leadership as part of Alston & Bird’s campaign. In his remarks, Mike shared that the evening was made even more special by the news he and Susan had learned at the doctor’s office just hours before – officially in remission, Susan is now cancer-free.    

We also welcomed former United Way of Greater Atlanta President and CEO, Mark O’Connell, to present the Community Impact award named in his honor. The partner selected for this award shows an above-and-beyond commitment to improving Child Well-Being in our region. The winner, Communities in Schools of Atlanta, was represented by Executive Director, Frank Brown. With tears in his eyes, he expressed gratitude and passion for the students served by the organization – 96 percent of whom were promoted to the next grade level or graduated from high school.  

The program concluded with remarks from Peter Buffett, personally inviting members to attend “A Concert & Conversation” at Morehouse College the following night. Read more here.

Check out photos from the two evening event with Peter Buffett.

Tricia Holder is currently a United Way of Greater Atlanta Tocqueville Cabinet member. She serves on the Growth Committee and the Host Committee for Women’s Leadership Breakfast. Her other nonprofit involvement includes her role as President of the Atlanta Women’s Network.

Tricia has over 22 years of management and business development experience and over 12 years of human resource consulting experience, providing solutions to clients across the country. As a Managing Partner with Media Technology Associates, she handled national accounts including Turner Broadcasting, HDTV, COX, Discovery Channel, etc. She developed and implemented marketing plans to continuously keep clients and prospects informed of industry changes and services that met their evolving needs. Tricia has also provided business development services for MI Holdings, Inc. for the past 15 years. 

An Atlanta native, she attended Marist High School and holds a Bachelor’s degree from Vanderbilt University.  She has two kids and lives with her husband in Atlanta.

The Greater Atlanta community was proud to debut “A Concert & Conversation” featuring Peter Buffett at Morehouse College on October 18. 

The evening began with an original piano composition titled “(Searching For) A Place Called Home,” accompanied by cellist Michael Kott. This opening number set the stage for Peter to walk the audience through his experience growing up as a child of billionaire investor, Warren Buffett. He revealed it wasn’t until his twenties that he and his siblings knew of their father’s amassed fortune, primarily due to the first publication of the Forbes 400 list.

 

Nevertheless, Peter was still encouraged to pursue his passions – which happened to lie in music, not the family business at Berkshire Hathaway. This journey led him to San Francisco, where he began producing commercial spots for MTV. He scored the pivotal scene in Dances with Wolves after sending Kevin Costner a cassette tape of his work.  

In 2006, his father famously announced his plan to give away his wealth. As a result, Peter and his wife, Jennifer, found themselves with $1 billion to invest philanthropically. This event changed their entire outlook on addressing social problems, both domestically and abroad. To learn more about his philosophies, hear Peter’s “Share Your Why” video about the origins of his values.

After the performance, over 80 Tocqueville Society members and guests gathered for dessert and networking with Peter. The reception was hosted jointly by the African-American Partnership and Women United affinity groups, with special thanks to Wells Fargo as our sponsor.  

Atlanta is the first stop on a 14-city tour across the country, as part of a partnership with United Way Worldwide. Upcoming destinations include Denver, Miami, New York, and his hometown of Omaha.