Welcome &

Good Morning!

2017 Employee Campaign Leader Training

August 1, 2017

Sparkle AndersonCity of Pearland

Vice President of Resource Development &

2017 Campaign Chair

1. Your Name

2. Your Company or Organization

3. New or Returning Employee Campaign Leader

Introductions

Mission: United Way of Brazoria County collaborates with community partners to mobilize resources, finding sustainable solutions that lead to a higher quality of life.

Vision: Through a United effort, every Brazoria County resident will be educated, financially sound and healthy.

Nonprofit, 501(c)3 Organization

UWBC established 1959

Organizational Overview

Staff

Board of DirectorsServes 3 year terms

Executive Committee

Organizational Overview

AdministrativePersonnelFinanceBoard Development

Member Committees

Community Impact

Employee Campaign Leaders (ECL)

Emerging Leaders Society (ELS)

Board Committees

22 members forthe 2017-2018RFP cycle

390 hours

Community Impact

Committee

Est. 2016, this impact group offers the opportunity for young adults to get involved in

their community and create positive changes for the people of Brazoria County. ELS works closely with community partners to identify

opportunities for volunteerism within the scope of the United Way's mission and vision, along

with the ELS target areas of leading, connecting, and serving.

Emerging Leaders Society

88 members, 56 hours served during first year

Emerging Leaders Society

During 2016-2017 Campaign90 ECLs served 449 hours

Employee Campaign

Leaders (ECL)

Role:

Plan, organize, and coordinatea fun, innovative, and successfulcampaign.

Advocate and educate coworkers on community issues and what UWBC is doing to find sustainable solutions leading to a higher quality of life.

Motivate and encourage coworkers to invest in our community

Using all the tools and resources available to you

Employee Campaign

Leaders (ECL)

Brandmark:

Impact Pillars: Education, Income, Health, Basic Needs

Call to Action:

Tagline:

Organizational Overview

Education: creating opportunities for children to

excel in school; providing after school and

mentoring programs for at risk youth

Income: supporting financial education; helping

hard working people obtain job training and family–

sustaining wages

Impact Pillars

Health: increasing access to critical healthcare

services, reducing substance abuse, eliminating

child abuse and domestic violence; increasing

health education and preventative care

Basic Needs: supporting basic needs assistance

with rent, utilities, food, and clothing; increasing

access to affordable housing for individuals and

families

Impact Pillars

Brazoria County Long Term Recovery Committee (BCL-TRC)

Disaster Response & Recovery

Day of Action

Earned Income Tax Credit (EITC)

Volunteer Income Tax Assistance (VITA)

FamilyWize Prescription Discount Savings Cards

Financial Stability Classes

Giving Tuesday

Read Across America

Resources, Education,

Advocacy & Connections

to Help (REACH)

Volunteer Impact

Initiatives

$296,385 raised

$25,000 provided 40

furniture vouchers

22 clients assisted with

home repair

AmeriCorpNCCC Teams

BCL-TRC/

Disaster Response & Recovery

2017 Recap

9 Organizations participated

67 Volunteers total

336 Hours served

Days of Action

Organizations

BASF

Catholic Daughters

Chevron Phillips

City of Freeport

The Dow Chemical Co.

First State Bank, Clute

JVIC

Norrell Construction

Zachry Group

Days of Action

2017 Snapshot

Returns prepared: 74

Total refunds: $138,102

Total Earned Income Tax Credits (EITC): $30,157

Total Child Tax Credits (CTC): $25,912

Sites: 5

Volunteers: 9

Hours: 119

EITC/VITA

3,414 Brazoria County residents have saved $425,975 on

everyday prescription costs with the average savings of 37%.

Since 2006 FamilyWize and local United Ways have helped 10

million people save ONE BILLION DOLLARS!! The discount card

can be used at most chain pharmacies and independent

pharmacies. You can access the drug listing and the FamilyWize

app at FamilyWize.org.

FamilyWize Rx Savings

*13 graduates

Financial Stability

*

2016-2017 Snapshot

Classes: 18 (2 hrs each)

Participants: 85

Volunteers: 13 (156 volunteer hours)

Wells Fargo Grant : $5,000

Partnered with: BCDC, Family Crisis Shelter, Junior

Achievement, True to Life Ministries, Youth & Family

Counseling, First State Bank, Texas Gulf Bank, Zachry Group,

AmeriCorp NCCC and Mary Ruth Rodenbaugh, Community

Volunteer.

Financial Stability

Celebrated on the Tuesday

following Thanksgiving (in

the U.S.) and the widely

recognized shopping events

Black Friday and Cyber

Monday, #GivingTuesday is a

national movement that

kicks off the charitable

season, when many focus

on their holiday and end-of-

year giving. Giving Tuesday

Read Across America

Read Across America

2016-2017 Partners:

Brazoria County Head Start

Schools in Angleton, Alvin &

Sweeny; Brazoria County

Library System; Zachry

Group; Dow Chemical;

Chevron Phillips, and

community volunteers

30 Volunteers, 45 Hours

REACH Program

Partnered with Brazosport College for the last four years to bring

trainers to the campus to educate staff, faculty and students on

critical issues that are going on in our community and where to go

to receive services.

Question #1

What are the four Impact Pillars?

UWBC Trivia Challenge

2016 Campaign Recap

$3.4 million in campaign revenue

$14,000 subsidy from Brazoria County to provide Helpline, Information and Referral

$50,870 from Dow - United Way “Golf United” Fall Classic

$47,000 grant from Dow which helps fund the Dow CVM position

7,342 volunteer hours in 2016, valued at $183,651 (value of volunteer hours in TX-2016 is $25.15 as reported by independentsector.org)

Organizational Overview

2017-2018 Funding Levels

$2 million in allocations to community partners

54 programs

35 partners

Organizational Overview

10 Minute Break

1. Meet & engage with your CEO2. Recruit a committee & plan your campaign3. Review & evaluate past performance*4. Set employee goals5. Publicize your campaign6. Conduct an educational campaign7. Promote Leadership & Champion Oak giving8. Promote Emerging Leaders Society9. Ask everyone to give, including retirees10. Report results & say “Thank You!”11. Have fun

*Company profiles provided

Leading Your Org’s

UWBC Campaign

STRATEGIES

Company Kickoff and Thank You eventsEmployee meetings to educate and askDistribution and collection of campaign materialsA Leadership & Champion Oaks Giving programPromoting Emerging Leaders SocietyA Retiree Giving programOngoing communication & promotion throughout the organizationCampaign reports - submit pledge forms and/or spreadsheets to

UWBC representative. Organizations’ campaign evaluations and recommendations for

future campaigns

Leading Your Org’s

UWBC Campaign

LEADERSHIPGIVING PROGRAM

$1,000+ annually proven strategy for increasing revenue within workplace campaigns

Builds your company brand as a community leaderIncorporate step up program each yearHost special thank you for leadership donors where they will be

recognized by your company as well as United WayProvide year-round opportunities for your leaders to engage more

deeply in the communityHave special event hosted by leadership donors to invite others to

consider becoming a leadership donor (donors giving $500+)

Leading Your Org’s

UWBC Campaign

CHAMPION OAKGIVING PROGRAM

$250-$999 annually builds your company brand as a community leader

Host special thank you for Champion Oak donors where they will be recognized by your company as well as United WayProvide year-round opportunities for your Champion Oak donors to engage more deeply in the communityHave special event hosted by leadership donors to invite others

to consider becoming a leadership donor

Leading Your Org’s

UWBC Campaign

EMERGING LEADERSSOCIETY DONOR

Available to individuals under 40 contributing up to $249 annually builds your company brand as a community leader.

Provide year-round opportunities for your leaders to engage more deeply in the community

Provide year-round opportunities for your newest hires to access established leaders in the community

Leading Your Org’s

UWBC Campaign

RETIREE GIVINGPROGRAM

Bursting Baby Boomer Bubble – every day our boomer(age 49-67) donor population leaves the workplace or begins a transition into retirement planning

Boomers - the largest group numerically, with 51 million individuals comprising 34% of the donor base

Largest contributors, giving an estimated total of $61.9 billion per year (43% of all the dollars donated).

Corporate Based Giving Program: specific retiree campaign fosters connectivity – the retiree still feels linked to their recent coworkers, company and United Way.

Leading Your Org’s

UWBC Campaign

RETIREE GIVINGPROGRAM

Direct mail solicitation with materials to retirees during workplace campaign

Invite United Way representative to any retiree event to provide materials, resources, volunteer opportunities

Invite United Way representative to speak at meetings offered to assist retirees as they leave the workplace

UWBC Continued United – identifying those who will plan to retire in next few years (pledge form).

Leading Your Org’s

UWBC Campaign

TEXT 2 GIVE

Available this campaign season through MobileCause

Customizable for any workplace campaign

Example:

Text ECLsGIVE to 40403

“Thanks for your pledge to UWBC. Complete your gift here:http://igfn.us/f.....”

Leading Your Org’s

UWBC Campaign

Question #2

What is the United Way Tagline?

UWBC Trivia Challenge

FUNdraising

Highlights

FUNdraising

Highlights

$2 – given each week, provides 138 bus passes to residents to access community resources

$5 – given each week, provides the materials needed to perform 350 memory screenings for Alzheimer’s disease

$10 – given each week, provides enough backpacks of food to feed 173 students over one weekend

$20 – given each week, provides 20 hours of services for families of children with intellectual & developmental disabilities, including autism

The Return on Your

Investment (ROI)

Sereniah Breland,Dixie Roberts &

Grace Cruzen

City of Alvin

Employee Campaign

Leaders of the Year

For the Campaign Leader who has shown exemplary commitment while leading their United Way workplacecampaign. At least 5 of the following criteria must be met to be eligible for the award:

Attendance at ECL trainingOrganize UWBC presentations/employee meetingsAcquire incentives for participationPromote Leadership Giving programPromote Champion Oaks Giving programPromote Emerging Leaders SocietyPromote Retiree Giving programIncrease employee participationIncrease total dollars raised

Employee Campaign

Leader of the Year

Leadership Giving Program398 leadership donors investing $636,919

Champion Oak Donors392 donors investing $171,772

2017 Campaign MaterialsPledge FormDesignation CardEducation BrochureNFL SchedulesGet Help Cards

Campaign Tools

Our website is regularly updated

A specialized section for campaign is featured on the site

Follow us on social media outlets @UWBrazoriaCo

Increase awareness by LIKING + SHARING our updates with your work and personal social media

Use our content in your internal communications

Campaign Tools

Question #3

How many organizations participated in

2017 Days of Action?

UWBC Trivia Challenge

Now What?

Create a buzz!

Go to uwbc.org for campaign toolbox

Schedule your campaign

Order your materials

Run your campaign

Complete the reports

Turn in your completed envelope

Now What?

Talk it Out

“What worked, what didn’t, and why?”

Employee meetings?

Special events?

Pledge collection?

Please share your experiences!

SUSAN COOMANDirector of Resource Developmentscooman@uwbc.org

Your UWBC Contacts

DAVIS GILBERTResource Development Managerdgilbert@uwbc.org

Your UWBC Contacts

ANDREA RAIFFCommunications Manageraraiff@uwbc.org

Your UWBC Contacts

United Way of Brazoria County

4005 Technology Road, Suite 1020PO Box 1959Angleton, TX 77516

t. 979.849.94021.800.971.6677

f. 979.848.0259

uwbc.org@UWBrazoriaCo

Your UWBC Contacts

UNITED WE FIGHT. UNITED WE WIN.

Join us in the fight for the health, education and financial stability of every person in our community.

Thank you to our ECL Training Sponsors!

And Thank You!Thank you for leading your organization’s

campaign! The commitment you have made will have a real impact on the quality of life

right here where you live & work.

Don’t forget your new Tshirt!