Positioning for Success: Us TOO Board Committee Activities and

Fred Mills, Us TOO Board Chairman
Kay Lowmaster, Us TOO Vice Chair,
Program Committee Chair
Dave Houchens, Us TOO Treasurer,
Development Committee Chair
Dexter Rumsey, Us TOO Board Member
*Learning objective: identify opportunities for further
involvement
Positioning for Success:
Background
 Fred Mills, Us TOO Board Chairman
 I followed Jim Kiefert as Chairman in 2009
 We structured our Board committees a bit differently so the
Executive committee members could communicate more
effectively by serving as committee chairs
 We now have 4 major standing committees in addition to the
Executive committee; 1) Program, 2) Finance, 3)
Development, and 4) Board Membership
 Kay Lowmaster serves as Vice-Chair of the Board and Chairs
the Program committee
 Dave Houchens serves as Treasurer and chairs the
Development and Finance committees
 Ridge Taylor serves as Secretary and is Board Development
Chairman
Positioning for Success:
Background
 Session’s Learning objective: Identify opportunities for
further involvement
 Progress has been made; our committees are meeting
with increased frequency and picking up
momentum…a major goal for us
 We want to cover some of those activities after you
heard about one of the major ones in the last session,
“Teaming for Success”.
 Introduction of Dave Houchens
Positioning for Success:
Development Committee
 Dave Houchens
 Development committee has 11 members, two past
Board members and is staffed by Pam and Tom
 Areas of committee Responsibility
 Fundraising plan, activities and events
 Oversight and evaluation for the operations of
partnerships and affiliations
 Advocacy

examples-DOD, National Health Council, other groups such
as Zero, NASPCC and the member organizations of the
Prostate Cancer Roundtable
Positioning for Success:
Development Committee
 Advocacy efforts have increased through
collaborations with other groups
 WWPCC started with international groups
 Policy work increased with Prostate Cancer Roundtable

New website launched recently
 Fred Gersh role with CLC, OVAC and Veterans

Not here due to recent auto accident
Positioning for Success:
Development Committee
 Sources of Income
 Grants


Pharmaceutical Industry
Other companies
 Donations
 Individuals
 Chapters
 Pints for Prostates campaign
 Fundraising/Awareness Events
 SEA Blue Walk & Run, 7th Annual in 2011
 Bequests, Wills, Planned Giving
 Introduction of Dexter Rumsey
Dexter C. Rumsey, III
Rumsey & Bugg
Us TOO Board of Directors
Member, Us TOO Development Committee
Charitable Giving
 Generosity is a long standing American Tradition –
one that continues to grow.
 Americans pride themselves on philanthropic
tradition and the role of private charities.
Charitable Giving
 Europeans have an expectation that government will
provide funds for charitable causes.
 In 2006, Americans gave nearly $300 billion to
charities – equal to the national incomes of Norway
and Indonesia.
Sources of Charitable Giving
 Individual Contributions (over 75%)
 Foundations
 Bequests
Opportunity
Opportunity
The Secret of success in life is for a man to be ready for
opportunity when it comes
- Benjamin Disraeli
Opportunity
The Secret of success in life is for a man to be ready for
opportunity when it comes
- Benjamin Disraeli
Opportunities are never lost; someone else will take the
one you missed
-Anonymous
Largest Intergenerational Wealth Transfer in
History is Taking Place
Largest Intergenerational Wealth Transfer in
History is Taking Place
 Boston College Study – In the 55 years from 1998-2052
over $41 Trillion Dollars will be transferred.
Largest Intergenerational Wealth Transfer in
History is Taking Place
 Boston College Study – In the 55 years from 1998-2052
over $41 Trillion Dollars will be transferred.
 Baby Boomers (Born 1946–1964) - Studies predict
transfer of 6-8 Trillion Dollars, almost 2.5 Trillion of
which has been received.
Us TOO Board has Adopted Action Plan for
Planned Giving Focusing on Bequests
How Can Chapter Leaders Help?
Us TOO Board has Adopted Action Plan for
Planned Giving Focusing on Bequests
How Can Chapter Leaders Help?
 Identify Prospects
 Contact Prospects – In person, phone, letter with
brochure
 Educate chapter members
Us TOO Board has Adopted Action Plan for
Planned Giving Focusing on Bequests
How Can Chapter Leaders Help?
 Recognize individuals who have included Us TOO in
their estate plans
 Hold Estate Planning Seminars (next 8 slides outline 5
topics for typical seminar)
– Opportunity to make pitch for
bequests
Us TOO Board has Adopted Action Plan for
Planned Giving Focusing on Bequests
How Can Chapter Leaders Help?
 Contact Us TOO home office for support and
resources
Tom Kirk, President & CEO, [email protected]
Pam Barrett, Director of Development,
[email protected]
Us TOO Board has Adopted Action Plan for
Planned Giving Focusing on Bequests
 2010 Bequests
made a
difference!
 James Jenner
makes
commitment of
bequest in 2008
- Home and other real estate
- Stocks and bonds
- Bank accounts
- Life insurance policies
- Automobile, boat and furnishings
- Retirement plans – IRA’s, etc.
[Sample Outline For Estate Planning Seminar – PART 2]
Do You Have an Estate Plan?
- Real estate jointly owned?
- Stocks and bonds jointly owned or
Transfer on Death (TOD)?
- Bank accounts jointly owned or Pay on
Death (POD)?
- Life insurance beneficiary designation?
- IRA beneficiary designation?
- Automobile or boat jointly owned?
[Sample Outline For Estate Planning Seminar – PART 3]
Virginia Property Law – Property Passes at Death
in Four Different Ways
1.
SURVIVORSHIP
- Jointly owned real estate , stocks,
bank accounts, autos, boats
2. By CONTRACT or AGREEMENT
- Life insurance, IRA’s, POD or TOD
provisions, Trust Agreements
3. By WILL
- Operates on property in person’s name
[Sample Outline For Estate Planning Seminar – PART 3]
Virginia Property Law – Property Passes at Death
in Four Different Ways
4. If no will, by VIRGINIA LAW
- Survived by spouse alone, all
to spouse
- Survived by spouse and children
of that marriage, all to spouse
- Survived by spouse and children
of prior marriage, 1/3 to spouse
and 2/3 to children
- No spouse or children, first to parents
then to siblings
[Sample Outline For Estate Planning Seminar – PART 4]
Reasons For an Estate Plan
- Provide
for death
- Provide for incapacity
[Sample Outline For Estate Planning Seminar – PART 5]
Documents in an Estate Plan
- To PROVIDE FOR DEATH:
1. SURVIVORSHIP DOCUMENTS - deeds,
stock certificates, bank accounts
2. BENEFICIARY FORMS – life
insurance, IRA’s
[Sample Outline For Estate Planning Seminar – PART 5]
Documents in an Estate Plan
- To PROVIDE FOR DEATH:
3. WILL – disposition of property,
payment of debts, name
guardians for a minor,
appointment of executor
4. DECLARATION OF TRUST –
individual or joint (husband and
wife)
[Sample Outline For Estate Planning Seminar – PART 5]
Documents in an Estate Plan
- To PROVIDE FOR INCAPACITY:
1. POWER OF ATTORNEY
2. ADVANCE MEDICAL
DIRECTIVE3. BANK ACCOUNT FORMS –
joint, for convenience, POD
4. DECLARATION OF TRUST
Summary
 This is our “Call for Action” to “Team for Success”
 An Incredible Opportunity
 You are our first line of attack
 We want you to help us – we need action
Summary
 As leaders, consider making bequests – it’s the
commitment that’s important, not the amount
 Publicity, publicity, and publicity – keep this topic in
front of the chapter
Positioning for Success:
Program Committee
 Kay Lowmaster
 History & Responsibility of the Program committee




Actually a new committee in 2009
I have been chairing last year and this year
We identified Standards as top priority which we will be
implementing now which you heard in our last session
I will mention a few other things as well
 Committee Responsibilities next slide
Positioning for Success:
Program Committee
 Committee Responsibilities
 Responsible for policy development and oversight of Us
TOO’s programs
 encompass the areas of research and education, support
groups/chapters, the Companions and Families’ Circles of
Love program, screening and outreach through events such as
awards and anniversary events. (June, 2010)
 The Program committee will have responsibility for the
Research and Education Committee in order to provide
guidance, counsel, oversight, measurements and evaluation
for all programs and operations of the Corporation.
Positioning for Success:
Program Committee
 Membership is 11 current Board members and is
staffed by Terri and Tom
 What makes up Us TOO’s Program area?
 All areas aside from Fundraising and Management &
General expenses
 Fall into 5 initiative areas and we spent $865,209 or
81.3% of our 2010 $1,064,175 budget on

Awareness, Patient Information, Education Programs,
Chapter Services and Advocacy
Positioning for Success:
Program Committee
2010 Program Service Areas: $865,209
Advocacy
4%
Awareness
7%
Chapter Services
28%
Patient Information
20%
Education
41%
Positioning for Success:
Program Committee
 Awareness: such activities as Pints for Prostates events and




exhibiting at conferences
Patient Information: Publications such as the new Advanced
disease Kit and the familiar monthly HotSheet
Education Programs: Such as last year’s 20th Anniversary session,
the Us TOO website with Prostate Pointers and the Us TOO
Inspire community, and the COL
Chapter Services: This Us TOO University sessions and support
from the home office
Advocacy: Collaborative work on policy issues with the Prostate
Cancer Roundtable members and the World Wide Prostate
Cancer Coalition
 Advocacy in terms of Board committee responsibility falls to the
Development committee which Dave will mention
Positioning for Success:
Program Committee
 Patient Information such as the publications and our
familiar monthly Us TOO HotSheet
 I was so pleased to work with Fred Mills, Fred Gersh,
Shirley Grey, Jim Kiefert, Russ Gould, Jerry Hardy, Drs.
Myers and Schellhammer on the new recently released
Advanced Disease Kit
 Thank you to all of them and to our consultants and staff
 Look soon for what we have started, an update of our
Hormone brochure
Positioning for Success:
Program Committee
 This Us TOO University meeting is one of the Program
initiatives we consider Education that the committee plans
for and monitors
 I want to thank those that worked on the Us TOO University
Advisory Workgroup

Mike Jones – Us TOO Austin, Texas; Jack Hudspeth & Bob Freeborn
– Us TOO Tacoma Washington; Jean Jeffries – Us TOO Boise Idaho –
Board Member; Tracy Cameron – Us TOO Advance Urology
Associates – Joliet Illinois and George Mirich – Us TOO Sierra Vista,
Arizona
 We also consider our webpage and electronic support
services of our Us TOO Inspire and Prostate Pointers are
also considered Education programs
Positioning for Success:
Program Committee
 Other Programs such as the Companions & Families
Advisory Panel and the Circles of Love efforts are
monitored too
 I want to thank Advisory Panel members: Jo Ann Hardy, Cara
Bielawski, Anne Brusca, Shirley Grey and Jean Jeffries
 You most likely have seen articles in the Chapter News done
by them
 Terri staffs this panel and edits the Chapter News
 “No money, no mission”
 so let me introduce Dave Houchens to talk about the
Development committee
Positioning for Success: Wrap-up
 Fred Mills
 Our committees are getting more active and productive,
“Teaming” with the staff
 We are looking for more “Teaming” with more of you as
we increase our activities and plan ahead for 2012, and
the next few years
 The next two session are designed to discuss this
 Thank You!