About Your Investments

In 2013, the United Way of South Hampton Roads’ Board of Directors approved a strategic plan that set an exciting new direction for our work. Recognizing that every community benefits when individuals, groups, and institutions work together to solve shared problems, United Way volunteers foster cross-sector collaboration to collectively focus on identifying critical needs, comprehensive solutions and permanent results. It is within this context that we are committed to designing new funding strategies that support adaptability, flexibility, and responsiveness to our investments. In addition, we continue to offer agency certification, which is a public classification that demonstrates that an agency has met a robust set of standards covering three core areas: financial health; effective and ethical governance; and strategy and program results.

If you are interested in learning more about our community investments, please refer to our Agency Manual, which includes information about agency certification, grant funding and frequently asked questions.

Questions? If you have questions or are interested in inquiring about our investment opportunities, please contact Kathleen Banfield, Director of Community & Partner Engagement, at 757-853-8500 ext. 192 or by email

SUSANNA ADAMS DELLINGER

2017/2018 Community Funding Chair
Executive Vice President & Chief Compliance Officer
Waypoint Advisors

COMMUNITY INVESTMENTS VOLUNTEERS

A heartfelt thank you to those who served in 2017 and/or 2018

Finding the Best Agencies

Our volunteers — community leaders and donors — ask the questions you want to be answered, making sure your money is spent efficiently to solve our most urgent problems and drive permanent results. That’s never as obvious as during the allocations process, when our community volunteers — people like you — pour over 990s and audits, programs and results. And it’s not just looking at papers. Volunteers hit the streets, visiting agencies to see the service for themselves before deciding where funding is going, e.g. early childhood education and youth development, poverty, physical and mental health, domestic violence emergencies and disasters, workforce readiness and financial stability.

COMMUNITY INVESTMENTS COMMITTEE

Susanna Adams, Chair
Executive Vice President & Chief Compliance Officer
Waypoint Advisors

Al Craft
Senior Vice President, Wealth Advisors Regional Director
BB&T Wealth Management
Steve Ludwig
Region 7 Military Representative
GEICO

John M. Wallace
Financial Advisor, MassMutual
Commonwealth

Larry Brunson
Workforce Development Center Coordinator
Department of Social Services, City of Suffolk

Yilla Smith
Client Services Director
Norfolk Redevelopment and Housing Authority

Frank Brooks, Vice-Chair
Associate Broker
Berkshire Hathaway Home Services Towne Realty

Andrew Friedman
Director, Housing & Neighborhood Preservation
City of Virginia Beach

Eva D. Poole
Executive Director, Virginia Beach Public Library
City of Virginia Beach
Bobby Stant
Chief Financial Officer
Q.E.D. Systems, Inc.

Dr. Ron Carlee
Visiting Professor and Director of the Center for Regional Excellence
Old Dominion University

Brent Haden
Attorney
Pender & Coward

Steve Kocen
Senior Vice President
Southern Bank
Robert J. Richards
Director, Facilities
Sentara Obici Hospital
Marie Vesely
Retired social worker and attorney
Formerly City of Norfolk

Traci Massie
Director of Government Programs, Member & Community Outreach and Education
Optima Family Care/Optima Health

FINANCIAL REVIEW PANEL

Tracy Bedgood
Cherry Bekaert

Paul Feagan
Cherry Bekaert

Joanne Griggs
Retired, City of Virginia Beach

Kevin Jamerson
Cherry Bekaert

Lynn Jernell
Fulton Bank

Scott Kelsey
KPMG

Joe Sallee
Capital Advice

Bobby Stant
QED Systems

John Wallace
Mass Mutual Commonwealth

Joey Weinberg
SunTrust

Meredith Woods
Cherry Bekaert

FUNDING REVIEW PANELS

Frank Brooks, Chair
Associate Broker
Berkshire Hathaway Home Services Towne Realty
Tammie Mullins-Rice, Chair
Program Officer
Obici Healthcare Foundation
Martha Ambler
Retired
Allison Bough
President/Owner
SparkNonprofit, LLC
Andrea Clontz
Emergency Management Coordinator
Isle of Wight County
Andrew Cripps
President
Isle of Wight-Smithfield-Windsor Chamber of Commerce
Allie Dolsey
Area Manager
Enterprise Holdings
Stephanie L. Glenn
Project Director
AARP Foundation – RSVP Program
Cathy Harris
Shareholder
Harbor Tax Group
Ashley Kelso
Proposal Coordinator/Contracts Administrator
Fairlead Integrated
Steven Ludwig
Region 7 Military Representative
GEICO
MacKenzie Moorhouse
Client Associate
Wilbanks Smith & Thomas
Macayla Nicolaison
Managing Attorney
Stephen D. Lentz & Associates
Eva Poole
Executive Director, Virginia Beach Public Library
City of Virginia Beach
Elizabeth Skertic
Senior Auto Claim Examiner
Chubb Insurance
Frances Thomas
Budget Analyst
City of Virginia Beach Public Schools

Abby Weber
Client Manager
The Curtis Group

Andy Friedman, Chair
Director, Housing & Neighborhood Preservation
City of Virginia Beach
Mary Riley, Chair
Administrator, Division of Community Programs
City of Chesapeake
Helen Anderson
Director Human Resources
Bon Secours
Marybrook Burchfield
Neighborhood Development Associate
City of Hampton
Stephanie Cobb
Branch Manager
TowneBank
Dr. Reginald Dawkins
Pastor
Triumph Christian Center
Vivian M. Duke
Retired
Anita Golden
Assistant Director
Portsmouth Social Services
Leah Hunger
Insurance Director
AAA Tidewater
Deneen Keegan
CPA, Assurance Senior Manager
Dixon Hughes Goodman, LLP
Scott Mitchell
Fleet Operations Manager
AAA Tidewater
Jean Mumm
Attorney
LeClairRyan
Joel Palser
VP Ministry Relations/Chaplain
Christian Broadcasting Network
Cathy Richards
Human Resources Generalist
Citizens National Bank
Toiya Sosa
Public Affairs/Community Relations Coordinator
GEICO
Marie Vesely
Retired social worker and attorney
Formerly City of Norfolk
Kristi Wilkerson
Digital Sales Director
WAVY
Mary-Ellen McLean, Chair
Virginia Beach Volunteer Rescue Squad Foundation
Mary Allsbrook
Project Manager
Christian Broadcasting Network
Pamela Barton
Director
Isle of Wight Social Services
Jan Cline
Business Owner and Personal Trainer
Jan Cline Fitness
Marjorie Cohen
Magdalene DeGuzman
Portfolio Administrator
Wilbanks, Smith, and Thomas Asset Management, LLC
Justin Ferrell
Physician Liaison
Bon Secours Hampton Roads Health System
Doris Gomez, PhD
Dean, School of Business & Leadership
Regent University
Terry Jenkins
Jennifer Kreiser
VP and Nurse Executive
Sentara Leigh Hospital
Elizabeth Moore
Project Coordinator
Christian Broadcasting Network
Marley Nacey
Finance Manager
Sentara
Jim Plaatsman
Civil Engineer
City of Virginia Beach
Robert Richards
Director, Facilities
Sentara Obici Hospital
Sara Throckmorton
Manager, Strategic Market Analysis
Norfolk Southern
Jennifer Vick
Executive Assistant to the President & Publisher
The Virginian-Pilot/Pilot Media

NEW AGENCY CERTIFICATION REVIEW PANEL

MacKenzie Moorhouse
Wilbanks Smith & Thomas

Jean Mumm
LeClairRyan

Eva D. Poole
City of Virginia Beach

Marie Vesely
Formerly City of Norfolk

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