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.

2018 Agency Certification – Application Information

The United Way of South Hampton Roads invites applications for the 2018 certification process, including:

• Applications for Re-Certification
for currently certified agencies. This year, currently certified agencies seeking re-certification are not required to attend an information session.

• Applications for New Agency Certification
for those interested in becoming a certified agency.  Attending an Information Session is required prior to applying.

Information Sessions for New Agencies  These sessions are geared towards nonprofit organizations that are not currently certified by the United Way. The sessions provide an opportunity to learn about the Community Investments process, the benefits and eligibility requirements of United Way certification, and United Way strategic initiatives that may align with the work of your organization. We typically hold sessions during the fall and early winter. Dates and registration will be posted when they become available. Important Dates To apply for certification, agencies must complete and submit two application parts by the corresponding deadlines: • December 4 – Online application system (Zengine) opens • January 19 – Deadline to submit Part 1: Organizational Overview • February 2 – Deadline to submit Part 2: Certification (Financials, Governance, and Programs)

Questions? If you have questions or are interested in inquiring about our investment opportunities, please contact: Kathleen Banfield Director, Community & Partner Engagement 757-853-8500 ext. 192 Email Kathleen Grant management software provided by WizeHive

BRENT HADEN

2016/2017 Community Funding Chair
Attorney at Law
Pender & Coward, P.C.

SUZANNA ADAMS DELLINGER

2016/2017 Community Funding Vice Chair
Executive Vice President & Chief Compliance Officer
Waypoint Advisors

How to Apply

To pursue certification, organizations must use 

United Way’s submission portal

offered through Zengine by Wizehive.
For new agencies, the application process is time intensive for both the submitting agency and for the volunteer reviewers.  As you consider applying, please carefully review the basic eligibility requirements on page 6 of the Guide to 2017 Community Investments.

COMMUNITY INVESTMENTS VOLUNTEERS

A heartfelt thank you to those who served in 2016 and/or 2017

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

Brent Haden, Chair
Attorney
Pender & Coward

Al Craft
Senior Vice President, Wealth Advisors Regional Director
BB&T Wealth Management

Steve Ludwig
Region 7 Military Representative
GEICO

Mary Riley
Administrator, Division of Community Programs
City of Chesapeake

John M. Wallace
Financial Advisor, MassMutual
Commonwealth

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

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.

Frank Brooks
Associate Broker
Berkshire Hathaway Home Services Towne Realty

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

FINANCIAL REVIEW PANEL

John M. Wallace, Chair
Financial Advisor
MassMutual Commonwealth

Brian Deibler
Partner/CPA
Malvin, Riggins & Company, PC

Shannon Ferguson
Cost Accounting Manager
Swimways

Brian Jarvis
Assistant Director
Norfolk Academy Middle School

Joey Weinberg
Private Wealth Client Advisor
SunTrust Bank

Stephen Armbruster
Senior Manager
KPMG

Cici Dimitrov
Audit Manager
KPMG

Kelli Fox
Tax Manager
KPMG

Scott Kelsey
Audit Senior Manager
KPMG

Michael Austin
SVP-SBA Lending
Fulton Bank, N.A.

Jody Elliott
Controller
United Way of South Hampton Roads

Joanne Griggs
Retired

Bobby Stant
Chief Financial Officer
Q.E.D. Systems, Inc.

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

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