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Annual Report and Recognition Book - United Way of Greater Toledo

Annual Report and Recognition Book - United Way of Greater Toledo

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GOVERNANCE/NOMINATING<br />

COMMITTEE<br />

William Foster<br />

Jill Kegler<br />

Robert LaClair<br />

Jani Miller<br />

Thomas Waggoner, chair<br />

Raymond Wood<br />

HEALTH COMMUNITY<br />

SOLUTIONS TEAM<br />

Betty Anzaldua<br />

NaTasha Baker<br />

Sharon Belk<strong>of</strong>er, co-chair<br />

Lucas Blazejewski<br />

Christopher Delaney<br />

Vanessa Fitzpatrick<br />

William Foster<br />

Barbara Gunning<br />

Carol Keierleber<br />

Lisa Keller, chair<br />

Rebecca Mallin<br />

Johnetta McCollough<br />

Angela Romo<br />

Dorothy Thum<br />

Fulton Wick<br />

INCOME COMMUNITY<br />

SOLUTIONS TEAM<br />

Rollie Abel<br />

Carla Brady<br />

Edward Dzierwa<br />

Wendy Easler<br />

Robert Franklin<br />

Jonathan Hartman, chair<br />

Roger Lawson<br />

ISSUE<br />

Most folks who don’t have<br />

money, simply don’t talk about<br />

money. As result, bad spending<br />

<strong>and</strong> saving patterns are formed<br />

<strong>and</strong> poor financial decisions<br />

are made by many low-income<br />

families <strong>and</strong> individuals.<br />

Carol McElfresh<br />

Debra Morris<br />

Monica Pritchard<br />

Linda Stacy<br />

Mark Urrutia<br />

INVESTMENT SUBCOMMITTEE<br />

Elaine Canning<br />

Brian Epstein<br />

William Foster<br />

Jonathan Mick<br />

A. Glenn Paton<br />

Gary Smith, chair<br />

OFFICE VOLUNTEERS<br />

Jasmine Easler<br />

Lauren Easler<br />

Carol Tylicki<br />

Walter Tylicki<br />

Am<strong>and</strong>a Walsh<br />

Porsha Wilson<br />

OTTAWA COUNTY<br />

ADVISORY BOARD<br />

Jamie Beier-Grant<br />

Amy Below<br />

Alison L. Falls, chair<br />

Stephanie Kowal<br />

Donna Lueke<br />

Nancy Osborn<br />

Brenda Smith<br />

William St. Leger<br />

Kim Strong-Todd<br />

Marian Tavtigian<br />

Kenneth Williams<br />

OTTAWA COUNTY COMMUNITY<br />

SOLUTIONS TEAM<br />

Lori Clune<br />

Jeanne Gay<br />

Loretta Grentzer<br />

Kirk Halliday<br />

Joyce Huntley<br />

Joyce Jagucki<br />

Carolyn Joseph<br />

Stephanie Kowal, chair<br />

Angela Miller, co-chair<br />

Penny Moore<br />

Karen O’Keefe<br />

Kathy Olenmacher<br />

Joy Roth<br />

Carrie Sanchez<br />

Brenda Smith<br />

Heather Stouffer<br />

Kendra Van Doren<br />

OTTAWA COUNTY MARKETING/<br />

RESOURCE DEVELOPMENT TEAM<br />

Amy Below<br />

Conrad Marsili<br />

Greg Peiffer<br />

John Schaffner<br />

OTTAWA COUNTY VOLUNTEER<br />

CENTER TEAM<br />

Nancy Beadle<br />

Gloria Boyd<br />

Nancy Carrier<br />

Loretta Grentzer<br />

Donna Lueke, chair<br />

Cindy Minier<br />

SOLUTION<br />

Financial coaching is a collaborative process between<br />

the coach <strong>and</strong> client, focused on long-term goal<br />

achievement which can only be realized through behavior<br />

change. By combining financial education with coaching<br />

designed to drive behaviors toward long-term goal<br />

accomplishment, coaches are able to increase their<br />

clients’ overall financial knowledge <strong>and</strong> capability—<br />

which should ultimately impact the financial health <strong>of</strong><br />

future generations as parents become more confident in<br />

their own financial abilities <strong>and</strong> are empowered to pass<br />

positive spending <strong>and</strong> savings habits on to their children.<br />

PARTNERS<br />

PARTNERS<br />

Bank On <strong>Toledo</strong>, East <strong>Toledo</strong> Family Center – Financial Stability Collaborative, LISC, Lutheran Social Services – Financial Stability<br />

Collaborative, <strong>United</strong> North – ONE Village Financial Opportunity Center, <strong>United</strong> <strong>Way</strong>, VITA Free Tax Preparation Program<br />

Lutheran Social Services, <strong>Toledo</strong> Public Schools, <strong>United</strong> <strong>Way</strong>, University <strong>of</strong> <strong>Toledo</strong>, YMCA/JCC <strong>of</strong> <strong>Greater</strong> <strong>Toledo</strong><br />

John Minier<br />

Pamela Reinert<br />

OUTREACH COMMUNITY<br />

SOLUTIONS TEAM<br />

William Brennan<br />

Martin Connors<br />

Cynthia Dana<br />

Marilyn Levine<br />

Erica Parish-Baker, chair<br />

Rita Russell<br />

Robert Thomas<br />

PENSION COMMITTEE<br />

Adele Jasion<br />

Russell Mitchell<br />

Steven Perlewitz<br />

Robert Pruger<br />

Kevin Smith, chair<br />

Lee Wunschel<br />

PUBLIC POLICY<br />

ADVISORY COUNCIL<br />

Aaron Baker<br />

Wilma Brown<br />

Edward Cook<br />

Denise Cubbon<br />

Cynthia Dana, chair<br />

Hollis Dana<br />

Julian Davies<br />

Laurie Gross<br />

Lawrence Friedman<br />

Michael Hart<br />

Ann Hartmann<br />

Robert Helmer<br />

more...<br />

OUTCOME<br />

In 2010-2011, the Financial Stability Collaborative<br />

maintained contact with 1,514 individuals; 155<br />

individuals received assessments <strong>and</strong> goal-setting<br />

services; 61 individuals maintained connection<br />

with the program for at least six months; <strong>and</strong> 112<br />

unduplicated clients attended financial workshops.<br />

The Financial Opportunity Center coached 270<br />

clients, <strong>and</strong> 164 developed individual financial<br />

goals; completed a minimum three-session course<br />

in financial education; <strong>and</strong> maintained five or more<br />

coach-customer contacts within a 12-month period.

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