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Agenda

Finding Your Data and Dollars: An Overview of Global Corporate Leadership and the Application of UWW Membership Requirements A, H, J, L, and M. Agenda. Finding My Data: The Role of Finance Global Corporate Leadership Campaigns

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Agenda

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  1. Finding Your Data and Dollars:An Overview of Global Corporate Leadershipand the Application of UWW Membership Requirements A, H, J, L, and M

  2. Agenda • Finding My Data: • The Role of Finance • Global Corporate Leadership Campaigns • The NPC Policy for Reporting Resources Generated to UWW(Membership Requirement L) • Data Base 2 Reporting (Membership Requirement J) • Designated Gift Reporting (Membership Requirement M) • And Dollars: • GAAP Financial Statement Reporting (Membership Requirement H) • IRS Form 990 Reporting (Membership Requirement A) • Bringing it all together… Your Questions September 17, 2013

  3. The Role of Finance: “Even if you're on the right track, you'll get run over if you just sit there.” -Will Rogers

  4. The Role of Finance is to Assist Resource Development in… • Campaign Tracking • Keep accurate records of pledges (who is processing, who gets the payments, etc.), write-off activity, expenses related specifically to campaign processing September 17, 2013

  5. Five Basic Resource Figures Used by United Ways September 17, 2013

  6. Resource Figures September 17, 2013

  7. Resource Figures Local Annual Campaign Figure UW’s report local annual campaign results back to their community in the manner of their choosing. More and more the annual fund-raising campaign is only one source of the revenue stream and thus may be a distinct entity from the other revenues. Note: NOT necessarily based on where raised (NPC Policy) September 17, 2013

  8. Resource Figures September 17, 2013

  9. Resource Figures September 17, 2013

  10. Resource Figures September 17, 2013

  11. Frequently Asked Question • Q: Why are there multiple resource development figures? Why can’t we just use one number for reporting on all forms? • A: Different forms have different purposes and are guided by different reporting requirements: • The audit is a financial report subject to GAAP (Generally Accepted Accounting Principles) • The IRS Form 990 is a reporting document subject to IRS regulations. • Companies may ask for recognition reports that span across multiple United Ways • The NPC policy is designed to insure no duplicate reporting of resources to UWW September 17, 2013

  12. THE CHALLENGE: Accountability and Transparency • The figures may all be the same or they may be different • BE VERY CLEAR about what is reported where and why. • BE READY TO EXPLAIN variations from one document to another. September 17, 2013

  13. United Way Global Corporate Leadership

  14. United Way Global Corporate Leadership • Global Corporate Leadership (GCL) Mission: • To deliver impact in communities through philanthropic relationships with national and global corporations. • Goals: Increase the following: • Resources Under Management • Revenue • Number of Donors • Individual Information (emails, interests, etc.) • Loyal Contributor Programs • Timing of Reporting Results • CSR Grants • Cause Marketing Opportunities

  15. Typical Characteristics of a United Way Global Corporate Leader • Annual corporate and employee contributions total a minimum of $2.5 million with at least 50% and/or $1.25 million invested in United Way’s community impact work • Partners with United Way beyond the workplace giving campaign • Commits to partnering in the U.S. and a minimum of two to three additional countries • 25,000 or more employees around the world • Currently engaged with United Way in headquarter city

  16. UWOnline- Breakfast

  17. Who will provide results? • Local company contact • Company directly to United Ways • JKGroup Agency Portal (support@easymatch.com) • Truist Where Raised Reporting Site (truist.com/help) • Other Processor directly to United Ways • United Way Online (online.unitedway.org/gclresults)

  18. The NPC Policy for Reporting Resources Generated to United Way Worldwide Membership Requirement L:“Members shall adhere to standard reporting guidelines contained in the Database 2 survey for reporting campaign revenue and resources generated to Unite Way Worldwide”

  19. Purpose

  20. Campaign Roles Defined: Manager September 17, 2013

  21. Campaign Roles Defined: Processor September 17, 2013

  22. Campaign Roles Defined: Presenter September 17, 2013

  23. General Rule • The United Way in whose solicitation area a company worksite resides is the campaign manager and will therefore report everything raised at that worksite, even if another party actually does the solicitation, processing, and distribution. September 17, 2013

  24. Basic Principles September 17, 2013

  25. United Way Continuum Note: there is one more category… September 17, 2013

  26. Below the Line: Dollars Received Outside Your Community There is a separate section after the Continuum to report “Dollars Received from Outside Your Community.” These are Campaign proceeds raised by another United Way, in their service area that were designated to your United Way These results are not rolled up into the total Continuum because they are reported by another United Way. They are however reported below the line so that UWW can track the level of funds passing between members. September 17, 2013

  27. NPC Policy September 17, 2013

  28. The primary perspective… September 17, 2013

  29. Data Base 2 Reporting – Applying The NPC Policy’s Continuum Membership Requirement J:“Members shall annually submit the Data Base 2 survey and the Amounts Raised Card to United Way Worldwide”

  30. United Way Continuum UW1 – United Way Discretionary Funds All gifts raised in your United Way’s solicitation area over which the United Way network has direction: Undesignated gifts Gifts to the Community Care Fund Service area/vision council designations Designations to other UW’s September 17, 2013

  31. The United Way Continuum • UW2 – Designated Gifts to Agencies and Other Organizations • Designations to member agencies/funded organizations • Designations to unaffiliated Health and Human Service organizations (if applicable) • Designations to non-Health and Human Service organizations (if applicable) September 17, 2013

  32. The United Way Continuum UW3 – Contributions Beyond the Campaign Government and private grants Realized planned gifts Outright gifts to the endowment Gifts to initiatives Corporate Sponsorships Special Events Major gifts (outside the campaign) September 17, 2013

  33. The United Way Continuum UW4 – Other Revenue Investment Interest Income Valuation Changes in Endowment Fund Administrative Fees (FEMA, contract services, PCFO) Pledge Processing Fees All other revenue items (rental income, fee-for-service activities) September 17, 2013

  34. The United Way Continuum UW5 – ContingentPledges and Revocable Planned Gift Expectancies • Gift commitments made during the current year that will be realized in the future. • Contingent gifts are contingent upon some event occurring in order to be realized (e.g., challenge grants, etc.). September 17, 2013

  35. The United Way Continuum UW6 – In-Kind Contributions • In-Kind Contributions • Corporate • Individual • Donated Media • Volunteer Time September 17, 2013

  36. The United Way Continuum UW7 – Leveraged Funds/Resources Funds leveraged by your UW that support initiatives in the community. • These funds do not necessarily flow through United Way and are not reported above. • These gifts might not have existed without UW leadership. • UW does not currently count FEMA money (but administrative fees are counted in UW4). September 17, 2013

  37. Guiding Principles of the United Way Continuum September 17, 2013

  38. Standardized Campaign Production (UW1 + UW2) • Gross pledges generated in your solicitation area • Workplace giving, corporate giving, leadership giving clubs, special events, gross combined government campaign receipts, direct mail appeals, etc. • Excludes incoming employee and individual designations/transfers to your United Way generated in other United Ways’ territories September 17, 2013

  39. Standardized Campaign Production (UW1 + UW2) May or may not include: Co-managed/third party – report what you receive and what you receive to pay back out CFC or government campaigns depending on PCFO status: • You are the PCFO = Gross Total • You share the PCFO role with a non-UW organization = Only what stays with your UW • Another UW is PCFO = Nothing, they report the Gross Total (unless a special arrangement exists where each party reports their proportionate share) September 17, 2013

  40. Things to Remember • Non-duplication. • Accountability and transparency. • Communication with neighboring UW’s. • When in doubt, err on the side of being conservative in reporting to UWW. • United Ways can craft its own policy and method of reporting at the local level only. • Sometimes United Ways may benefit the network as a whole, but cannot individually report campaign proceeds. September 17, 2013

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