United Way’s Employee Campaign Manager Training

1. United Way’sEmployee Campaign Manager Training 2016-2017

2. Questions? • Marcia Storer • Engagement Manager • 425.374.5522 • marcia.storer@uwsc.org • Brenna Anderst • Engagement Manager • 425.374.5557 • brenna.anderst@uwsc.org ECM Training 2016

3. Employee Campaign Manager Tools • Employee Campaign Manager Toolbox • Employee Campaign Manager Guide ECM Training 2016

4. ECM Training 2016

5. Your fast stop for all things campaign! ECM Training 2016

6. President’s AwardThe top award of the campaign, selected by United Way of Snohomish County’s President & CEO. • Employee Campaign Manager of the Year AwardRecognizing exceptional campaign planning and management that results in overall campaign success. • • One to an ECM from a small organization (up to 99 employees) • • One to an ECM from a medium organization (100-349 employees) • • One to an ECM from a large organization (350+ employees) • LIVE UNITED AwardRecognizes the organization that best demonstrates how they • LIVE UNITED. Campaign Awards ECM Training 2016

7. Executive of the Year AwardRecognizing significant support for United Way that results in campaign growth. • Labor Partnership Award Recognizes exemplary involvement by organized labor and the collaboration between labor and management in a successful workforce campaign. • Positive Change Award One presented, as applicable. Recognizes overall campaign growth or significant improvement in giving. • Best New CampaignOne presented, as applicable. Campaign Awards ECM Training 2016

8. The 2016-2017 Campaign #I_Joined ECM Training 2016

9. Use our hashtag! #I_JOINED • Use the theme of “I Joined” to get people involved: • Ask new donors to join in by making a gift to United Way. A gift of $100 is just $1.81 per week! • Ask past donors to continue their gift and join in our new mission. • Ask employees why they join in “Breaking the Cycle of Poverty.” • Get creative with I joined stories, videos and posters! • Set a goal for number of new donors. • Ask your company to join in and match all new gifts to United Way! How do you Join In? ECM Training 2016

10. Campaign Roles: How we work with you to create campaign success! • You: • • Obtain support from leadership and teammates. • • Prepare a campaign plan tailored to your environment. • • Identify your fundraising goal. • • Implement your plan. • • Ask everyone to give. • • Evaluate your results. • • Celebrate and thank participants. ECM Training 2016

11. Campaign Roles: How we work with you to create campaign success! • United Way: • • Supports you. • • Supplies materials, pledge forms, information and speakers. • • Encourages your actions and success. • • Recognizes you and your team’s results. • • Celebrates and thanks campaign participants with you. ECM Training 2016

12. Campaign Roles: How we work with you to create campaign success! • Together, we: • • Transform our community. • • Support our mission of “Breaking the Cycle of Poverty.” • • Create lasting change. • • LIVE UNITED. ECM Training 2016

13. Why me?You were chosen to be an Employee CampaignManager because: • You are a leader—an energetic force. • You are a convener; you bring people together. • You are an ambassador; you promote awareness and engagement throughout your community. ECM Training 2016

14. What is a workforce campaign? • A workforce campaign gives employees the opportunity to make charitable contributions through payroll deduction—an easy, affordable and convenient way to give. ECM Training 2016

15. How long does a campaign take? • One day. • Two weeks. • One month. ECM Training 2016

16. Will I have help? • Don’t run your campaign alone! Involve andrecruit others. • Your United Way Campaign Executive or yourEngagement Manager will also help you prepare, plan, promote, launch and celebrate your campaign. ECM Training 2016

17. Why United Way? • United Way of Snohomish County has beenserving our community for over 75 years. • It’s about change, not charity. • United Way is looking at the big picture. • Emphasis is on the common good. ECM Training 2016

18. What do I need to know about United Way of Snohomish County? • Gifts made to our United Way are put to work right here in Snohomish County through our Local Community Fund. • Donors may also direct their gift to another United Way, or to any registered 501(c)(3) nonprofit. ECM Training 2016

19. Great Things Happen When We LIVE UNITED 15,234 kidsgot the tools needed to be successful • 3,642 volunteers were mobilized 68,527 people in crisis were stabilized 3,430 tax returns were prepared for free 156,569 Lives Changed Last Year

20. Before the CampaignGet CEO support! • Meet with your CEO/leadership to ensure you have support. • Ask about a corporate gift. • Determine if you have a budget. • Recruit a campaign team. ECM Training 2016

21. Before the CampaignBuild your plan and set a goal! • Meet with your United Way representative and campaign team. • Set goals (dollars, participation, etc.). • Determine if you will hold any special events. • Schedule presentations. • Identify tools you’ll need. ECM Training 2016

22. Before the Campaign:Include Labor Partners! ECM Training 2016

23. During the Campaign: Ask everyone to give! • Hold your campaign kickoff. • Hand out pledge forms or provide online giving instructions. • Hold special events. • Hold presentations. • Track and communicate your goal. ECM Training 2016

24. During the Campaign: Promote your campaign! What is the #1 reason people don’t give? They weren’t asked! ECM Training 2016

25. After the Campaign • Collect all pledge forms and make a copy for payroll. • Thank everyone who participated and thank them again! • Report results. ECM Training 2016

26. Engagement Team • Kay Fantin • Director of Engagement • Brenna Anderst • Engagement Manager • Marcia Storer • Engagement Manager • Betty Welsh • Labor Engagement Manager • Fred Gaitan • Senior Campaign Executive, New Business • Jerry Johnson • Senior Campaign Executive, New Business  • Jessica Gaitan • Volunteer Engagement Manager ECM Training 2016

27. Thank you!