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United Way Campaign 101 WELCOME

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  1. United Way Campaign 101WELCOME

  2. Breakout Objectives • Brief overview of the Brown County United Way • Review the 10 steps to a successful campaign • Discuss each step • Identify the key role and competencies of the Employee Campaign Coordinator (ECC) • Resources that are available to Employee Campaign Coordinators

  3. Making the Culture Shift

  4. What it’s All About: Community Impact! Brown County United Way Overview Mission: To bring together the strengths of our community to improve the quality of life in Brown County today and in the future.

  5. What it’s all about: Community Impact!Brown County United Way Overview How does BCUW meet its mission to improve lives? • Driven by community volunteers from all walks of life • Study the needs of Brown County • Work to measurably improve community conditions • All investments are about improving lives

  6. What’s it all about: Community Impact! Brown County United Way Overview • What is Brown County United Way? • For people who want to improve the quality of life in their community, BCUW donations are invested in: • Direct service programs to improve the quality of life today. • Community change initiatives to improve the quality of life in the future.

  7. What’s it all about: Community Impact!Improving Lives Today Direct Service Programs Prevention Programs:Longer-term direct services to prevent basic, immediate needs and/or give people the tools to make healthy choices and lead stable, productive lives. - health maintenance - home visitation - education - advocacy - counseling - respite care Basic Needs & Crisis Programs:Essential direct services to help avoid and/or overcome immediate crisis or instability. - shelter - food - emergency healthcare Over 100,000 lives improved in Brown County in 2007! 85,000 lives improved inBrown County in 2005

  8. What it’s All About: Community Impact! Improving Lives In The Future • Leading efforts to coordinate services to: • Provide all parents with the tools they need from the time their babies are born • Make local resources easily accessible through 2-1-1

  9. What it’s All About: Community Impact! Investment process overview • Investment Process Overview: • Criteria for funding decisions: • Performance • Impact • Fiscal responsibility • Community diversity • Program improvement • Outcomes • Outcomes reviewed annually • Recommendation made to Board of Directors based on community needs and program evaluations • Almost 100 volunteers in five groups review the full applications and interview applicants

  10. Ten Steps to a Successful Campaign

  11. United Way Campaiging 101 • Know Your United Way • Involve Your CEO/Upper management • Recruit and Train Your Campaign Team/Committee 4. Analyze Past Campaign Results and Areas for Potential Increases in Giving 5. Develop A Campaign Plan 6. Run a Leadership Campaign (if applicable in your organization) 7. Promote and Publicize 8. Make the Ask (campaign meetings/rallies) 9. Track and Report Results 10. Say Thank You and Plan For Next Years Campaign

  12. 1. Know Your United Way • Your role as the campaign coordinator will be much easier if you know some basic information about the Brown County United Way and what they do and stand for: • Attend one of the Employee Campaign Coordinator workshops • Meet with United Way staff (campaign manager) and/or your Loaned Executive prior to your campaign kicking off • Review the ECC Online Toolbox on the Brown County United Way website www.browncountyunitedway.org. • Visit the Brown County United Way website at www.browncountyunitedway.org

  13. 2. Involve Your CEO / Top Management • Have your CEO/upper management: • Accept a CEO meeting from United Way • Help determine the scope of your campaign • Endorse/support the Campaign • Appoint a senior manager (s) to participate • Establish a small budget for campaign details • Personally pledge a Leadership or Tocqueville gift level gift • The success of your campaign depends on the commitment and involvement of your CEO and/or Leadership team…… • All good leaders, lead by example.

  14. 3. Recruit and Train Your Campaign Team • If applicable, ask your CEO to help recruit people from all levels of your organization and from all company sites to help manage the campaign (sample recruitment letter on the ECC Online Toolbox) • Establish specific duties for each member • Marketing/materials • Reporting/number crunching • Special Events • Leadership Campaign assistance • Setting up all rallies/meetings…

  15. 3. Energize Your Campaign Team • Have your Campaign Team: • Review the prior campaign and discuss new ideas • Attend one of United Way’s ECC workshops. - August 7th 11:15 a.m. – 1:45 p.m. - September 9th 11:15 a.m. – 1:45 p.m. • Visit a United Way partner agency for inspiration • Assist in “Big-Picture” campaign planning • Team size will depend on company size • Have informal leaders from various departments • Should be enthusiastic, volunteer driven and community minded

  16. Review your campaign history • Review campaign data for trends • Establish campaign strengths and weaknesses • Increase/decrease employee count • Increase/decrease campaign dollars • Increase/decrease donor participation • Set a goal – look at where you can increase • Ex. – if you have high average gifts but low participation, look at increasing your % participation • 4.Analyze Past Campaign Results and Areas for Potential Increases in Giving

  17. Calculation Formulas

  18. 5. Develop a Campaign Plan – Involve your team! • After your goal is set, look at how you can achieve this • Meet with top management to discuss how they can help to reach the goal • Create a strategic plan that includes campaign goal and objectives, timeline, kick-off, theme, to-do list, team member contact list, meeting schedule, and if applicable, special events and prizes • Remember – make it fun, use incentives, get others involved!

  19. 6. Run a Leadership Campaign (if applicable in your organization) • If you haven’t already, ask your CEO to appoint a senior manager(s) to serve as your organization’s Leadership and Tocqueville Giving Chair(s) to coordinate the leadership and Tocqueville giving campaign • Most beneficial if they are currently giving at a Leadership / Tocqueville giving level • Run a separate Leadership and/or Tocqueville Campaign in addition to the general campaign • Focusing on Leadership & Tocqueville Giving is the number one way to increase campaign results – making a larger impact on the Community Leadership Giving is defined as contributing $1,000 - $9,999 annually to the United Way Tocqueville Giving is defined as contributing $10,000+ annually to the United Way * More information on leadership levels and giving in the Leadership Breakout and online on the ECC Online Toolbox

  20. 7. Promote and Publicize • Education is the most important part of the campaign and is key to reaching your organization’s fundraising goal • Some of the most successful campaign tools include: • Email, online schedules, intranet, screen savers • In-house employee publications, voice-mail announcements • Testimonials – print or poster • Posters, photos or video of employees at agency tours or volunteer projects • Incentives • Utilize ALL of the materials BCUW has to offer including your Loaned Executive, BCUW staff and agency/community speakers! * More information on Marketing/Communicating your campaign in the Marketing breakout and on the ECC Online Toolbox

  21. 8. Make the ask • What is the number one reason people don’t give to United Way (or any charity)? • THEY WERE NEVER ASKED!!! We’re all guilty of this, do all of the work and effort and then forget to make the ask!

  22. Hold brief educational meetings for all employees (A Rally) (As little as 20 - 30 minutes) Sample Rally: Opening Remarks Explain Purpose of the meeting Discuss why you support United Way United Way Representative Speaks (BCUW Staff or LE) Show The Video Community Speaker presents Explain any incentives, deadlines… Pledge Card Review Closing Comments Collect Pledge Cards or explain who will pick up pledge cards or when deadline is Follow up in person with those who missed the meeting 8. Make the ask * More information on “How to make the Ask” on the ECC Online Toolbox

  23. 9. Track and Report the Results • Make sure your Campaign Team has had the opportunity to speak to all employees. • Strive for 100% pledge cards return – NOT 100% participation but just that all cards are returned whether they gave or not • Make sure cards are filled out, signed, and the total pledge is accurate • Follow up with colleagues who have not returned their cards • Track results consistently • Publicize results via your agency newsletter, email, voice mail, intranet, memo…

  24. 9. Track and Report the Results • The BCUW Campaign Envelope needs to be completed, signed, cash and checks included and picked up • Detailed instructions are on the envelope cover • For ease, there is an electronic version that will compute all of your pledges, %’s and fill out the envelope cover for you! Please visit http://www.browncountyunitedway.org, click on Campaign, and then on the ECC Online Toolbox, to download this spreadsheet • Notify CEO/Leadership of company’s campaign results • Any questions or if you need help compiling these results contact your Loaned Executive • They will even help collect and sort! They are here for you!

  25. 10. Thanks and Plan for Next Year • Thank everyone who worked on the campaign! Celebrate success! • Thank all employees, hold a thank you lunch or event • Post thank you posters around your workplace • Issue a thank you letter from the CEO. Visit our web site for sample letters and ideas for recognition • Give a special gift to, or hold a special reception for, campaign volunteers and your campaign committee • Provide United Way with contact and gift information for recognition purposes • Inform your United Way staff of Leadership Givers and Tocqueville Society members for special recognition by United Way

  26. 10. Thanks and Plan for Next Year • Start planning early for next year’s campaign: • Critique the campaign with the CEO, Campaign Committee and the United Way staff • Identify next year’s Employee Campaign Coordinator and Leadership Giving Chair

  27. Resources available: • Resources Available for ECC’s: • United Way Staff • ECC Online Toolbox on the BCUW website – www.browncountyunitedway.org • Your Loaned Executive • CUFUW – Companies United For United Way

  28. Thank You