2014 Campaign Coordinator Resource Guide · 7 8 Steps to a Successful Campaign 1. CEO Support and...
Transcript of 2014 Campaign Coordinator Resource Guide · 7 8 Steps to a Successful Campaign 1. CEO Support and...
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2014
Campaign Coordinator
Resource Guide
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Table of Contents
Members of United Way’s Coordinator Council: Wendy Bowersox, Voith Turbo; Bryan Hill, Glatfelter; Angie Hartman, OSS
Health Not Pictured: Kathy Seilhamer, Met-Ed, A FirstEnergy Company; Erika Fleming, Community Progress Council
Message from 2014 Campaign Chair, Joe Rilatt …………...Page 3
Who We Are …………………………...………………………..Page 4
Impact of the Community Fund……….…….………………..Page 5
What is a Campaign……………………..……………………...Page 6
8 Steps to a Successful Campaign……..……………...............Page 7-8
What’s New in 2014……………………………………………..Page 9
Special Event Fundraisers…………………………..………....Page 10-11
Incentive Ideas………………………………………………….Page 12
Sample Campaign Materials………………………………….Page 13-19
United Way Information………………………………………Page 20-24
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A Message from the Campaign Chair I am honored to serve as the Chair of the 2014 United Way Campaign. The United Way
has been an important part of my life for over 20 years. My most memorable volunteer
experiences are associated with helping United Way Agencies and my community neighbors
directly. Some of those most significant experiences include:
Spending time with underprivileged elementary school students and introducing the joy
of reading to them as they explored a bookstore for the first time, ultimately having the
opportunity to purchase a book to call their own.
Painting rooms at the YWCA, so at-risk mothers and children have a safe and
comfortable place to meet with counselors.
Helping to prepare living quarters for families displaced by tragedy.
For me, the United Way is more than just an annual
fundraising campaign. It represents an opportunity to give back
to the community, whether through a monetary gift or through
the gift of time.
Many volunteering opportunities exist through the
Emerging Leaders Society, Women Living United and the
annual Day of Action, as well as agency review and allocations
committees. A core function of the United Way of York County
is to recruit and train volunteers who objectively review agencies
and programs, then ultimately recommend resource allocations
for the Community Fund. Those volunteers give their time to
ensure United Way dollars are making the most impact in the
community, specifically focusing on the areas of Education,
Income, and Health.
If you have given in the past, thank you! I hope you
consider contributing again this year and increasing your gift, if
possible. If you have never contributed, consider how your gift
can make a difference in York County. You can have
confidence that your contribution will be used to create
maximum impact towards the goal of improving our community.
Please join me in Living United!
Joe Rilatt, Fulton Bank
2014 Campaign Chair
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Who We Are United Way’s work centers around a commitment to making York County greater by supporting programs
that help individuals through:
Education - helping children and youth achieve their potential
Income - providing for basic and crisis needs and promoting economic stability
Health - improving people’s physical and behavioral health and access to care
Children who enter school ready to succeed are more likely to excel through the years and graduate. Indi-
viduals who graduate high school are more likely to earn better pay. Higher wages produce greater stability
for families, with more savings for higher education, healthcare and home ownership. Families with in-
creased resources are more likely to raise children ready to succeed in school and continue the cycle.
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Impact of the Community Fund
THE COMMUNITY FUND
PROVIDING SERVICES FOR NEARLY 1 IN 3
NEIGHBORS IN YORK COUNTY
The Community Fund is the most efficient
and effective way to make the greatest
impact in our community.
When workplace employees, companies
and individuals give to The Community
Fund through the annual campaign, United
Way is able to invest those donations in
72 programs supported by 36 Partner
Agencies.
This year, 62 volunteers spent
1,535 hours reviewing agency programs
to ensure all programs are making measur-
able impact.
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What is a Campaign?
What is a Workplace Campaign?
A workplace campaign is an easy way for your organization to show its commitment to the community and
gives employees the opportunity to improve people’s lives. Participation in a workplace campaign is not only a way
for companies to show their community support by allowing employees to donate through payroll deduction, it
empowers them with the ability to help 36 human service agencies in York County with only a few dollars a week.
What is a Campaign Coordinator?
A United Way campaign coordinator is an individual or team of individuals at a workplace who work to plan
and implement a fun, informative and successful United Way Campaign. A coordinator works closely with a United
Way representative to develop an effective campaign plan, set campaign goals, and determine a timeline that works
for your company.
Some responsibilities of a coordinator are:
Recruit a strong team of other employees to help you run your campaign.
Hold a United Way meeting that involves a United Way representative and agency speaker.
Provide information about United Way of York County to the employees.
Coordinate the distribution and collection of campaign materials and pledges.
Submit final reports and pledge forms to your United Way representative.
Thank campaign participants and donors.
What are the benefits of being a Campaign Coordinator?
Developing and strengthening leadership and organization skills.
Increased interaction with employees.
The opportunity to become directly involved in fundraising activities to help others in
the community.
Being recognized by United Way for you and your company’s effort and support.
Networking opportunities with other coordinators and key community leaders at events.
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8 Steps to a Successful Campaign 1. CEO Support and Involvement
Pledge a company gift (if applicable).
Commit to holding employee meetings.
Visibly and actively support the campaign.
Pledge a personal leadership gift.
2. Recruit a Campaign Committee
Include one person from each department on your committee. Involve labor
representatives if applicable.
Send the Campaign Coordinator and Committee to a United Way workshop.
3. Set a Goal and Track Results
Analyze past performance.
Set an ambitious goal that stretches your team. Goals can include dollars raised, percent
participation and/or Leadership Giving goals.
Advertise the goal.
Track and report progress.
4. Work with United Way Staff to Develop a Plan to Share United Way Information
Meet with United Way staff person to plan your campaign.
Use United Way campaign tools and materials.
Utilize United Way labor materials if your company has a union. A labor brochure insert is
available to showcase the support of United Way and Labor.
Secure resources for the campaign.
Incorporate fun actives and special events.
Build United Way awareness about the campaign and events through emails and letters
before, during and after the campaign.
Promote United Way’s Campaign Drawing prizes and any company incentives.
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5. Conduct a Leadership Giving Campaign (focus on gifts of $1,000 or more)
Hold special meetings to ask for Leadership Gifts.
Utilize United Way’s Leadership Giving materials.
Ask senior management to be Leadership Givers.
Discuss leadership giving at all employee meetings.
Provide special recognition for Leadership Givers.
6. Organize Volunteer Activities
Participate in the Day of Action.
Discuss United Way’s Giving Societies with employees. Giving Societies include;
Leadership Giving, Women Living United and the Emerging Leaders Society.
Encourage employees to join a United Way Allocations Panel or Agency Review Team.
Provide information about United Way’s Volunteer Center.
7. Make the ASK
Schedule 30-minute employee meetings to reach all workers.
Include an interactive presentation from a United Way representative.
Personalize pledge forms with employee names.
Ask ALL employees to give.
Ask all employees to return pledge forms, regardless of whether they donated.
Follow-up with all employees.
Ask employees to share personal experiences.
8. Thank, Recognize and Report Results
Report results to United Way and company employees.
Post internal thank you messages: signs, articles, and banners.
Conduct campaign debriefing with United Way and campaign committee.
Attend United Way Campaign Celebration and Awards event.
8 Steps to a Successful Campaign
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What’s New
BUILDING BLOCKS: Borrow a set of Education, Income and Health
Jenga blocks to play with employees. These blocks show the im-
portance that each focus area has on the other. Without one, individ-
uals and families cannot sustain a good quality life. Play the game
and see who can keep the structure up the longest.
Incorporate the game into your special events and campaign
meetings.
COMMUNITY FUND PRIZE DRAWING: United Way has added 2 new
prizes 2014 Prize Drawing. Below is a list of all the prizes for individu-
als who pledge a $156 or more, with a minimum of $156 designated
to the Community Fund:
Harley-Davidson 2015 Softail Fat Boy FLSTF Motorcycle
$1,500 Giant Gift Card
2015 York Revolution Season Dugout Tickets Valued at $1,260
$1,250 Apple Automotive Car Wash Gift Card - NEW
Garrick Jewelers, 14kt. White Gold Ruby & Diamond Pendant Valued at $1,099 - NEW $1,00 Bon-Ton Shopping Spree $1,000 VISA Gift Card, Donated by DOCEO
EMPLOYEE STICKERS: United Way has new “I Make York
County Greater” stickers as another material for coordinators
to use throughout the campaign. These stickers are given to
employees when they make their contribution to the United
Way campaign. This allows employee’s to show their support
along side their peers.
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Craft and Bake Sales This popular activity gives everyone a change to share their hob-bies and special baking talents. All items donated, and sales go to the Campaign.
Jeans Day/Dress Down Day Employees pay $5 to wear jeans on a selected day or a day that fits their schedule. If jeans do not work in your company try for some other form of dress down or dress fun day. United Way has “I’m dressed this way for United Way” stickers that individu-als can wear to show they supported this event.
Chili Cook-Off Contest Employees cook their favorite recipe and enter it into a cook-off contest. Employees pay to taste all the chili recipes and they vote to selects the Official Chili Campion.
Department Penny Wars Each department (or team) is designated a jar. Employees are encouraged to fill their own department’s jar with pennies, each equaling one point. Opposing departments may then add other coins to their jars that are equal to their value only negative (ex. A dime is minus 10 points). The department with the most posi-tive points at the end of the week is awarded a prize. Money collected goes toward your overall campaign dollars.
Silent Auction Gather gift items and create bid sheets, being certain to provide a minimum bid for each item. Put together a book that shows all items so that everyone is able to see the items available. Tap on employee’s talents and resources for themed baskets.
Tricycle Races Create teams with three or four riders. Teams are named and publicized in advance, allowing employees to make pledges or bets on the winning team (or have employees pay to partici-pate). Team members ride large tricycles (rent or arrange to borrow from a cooperating store) through a predetermined course through the office or outside. The race is designed as a relay. Team members pass off a flag, pinwheel, teddy bear or similar item to their succeeding team member. The winning team wins a prize or the annual race trophy. Can’t find tricycles? Try other races such as two-legged races or potato sack race.
Spelling Bee Hold an event during staff meetings or over lunch. Contestants pay $5 entry fee. Gallery observers place $1 wagers on their favorite participants. The winner walks away with the coveted “Who Needs Spell Check” award.
Pie in the Face Employee pays $5 for a pie to be thrown in the face of the Exec-utive of their choice.
Sports Team Day Have employee pay $1 (your choice) to be able to wear their favorite sports team apparel.
Minute To Win It Competition Employee’s pay $1-$5 to be on a team of two and play ‘minute to win it ‘ games
Carnival Kick-Off/Thank You Invite employees to carnival themes kick-off or thank you event, complete with cake walks, bake sale 50 cent hotdogs. Hold a hula-hop contest and other fun events for employees. Set up a dunk tank with all your dunkable executives (charge $3 for three balls). Throw pies at all your favorite executives. Bean bag toss, $1 for 3 throws. Charge participants a fee to enter the contests.
CEO/Executive Car Wash Employees donate $5 to have their car washed at high noon by the “boss” in business clothing. Don’t forget to take pictures of the employee and the boss washing their car.
Mini Golf Tournament Set up mini putt-putt stations around the office and put everyone in teams. Each team members gets a chance at each hole. Teams are awarded points for each hole in one they get during the time limit. Winning team gets a prize.
Pot Luck Luncheon Participating employees bring a hot-dish, appetizer, salad, side, dessert, etc. to be shared. Paper products are also need to this event. There is no sign up for this event. Items brought are com-pletely random. Employees pay $5 to fill their plate and sample everything in the room.
Special Event Fundraisers
Hold special event fundraisers to raise extra dollars for your company’s campaign. Encourage employees to get
involved and donate money to fun, company-wide events. Special events are a great way to get those employees
who cannot donate through payroll deduction to support the United Way.
Below are different ideas of special events that you can do for low cost for the employees. Determine how much each
employee should pay to get involved and have all the proceeds donated to the United Way campaign.
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Special Event Fundraisers—In the Spotlight
Memorial Hospital was the 2013 winner of United Way’s “Best Special Event”. The company planned a
Tailgate for United Way to raise extra money for their campaign.
Departments could sign up and host a team theme table at the tailgate, supplied with various tailgate
themed food. Themes included Penn State, Steelers, Eagles, Packers, etc. The event was held in their Staff
Room and employees could come down between 11:30 a.m. – 1:30 p.m., pay $5.00 and go around and
sample the various tailgate foods. Employees then voted for their favorite table/team and the winning team
was treated to a pizza party.
140 employees come through the tailgate. Memorial also accommodated their 2nd shift employees by
holding a special tailgate in the Cafeteria at night from 9:00 p.m. – 11:00 p.m., which was supplied with
tailgate type food provided by their Cafeteria staff. Employee’s paid $3.00 for this tailgate.
Memorial Hospital’s flyer used to promote the Tailgate event.
Memorial Tailgate Teams
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Incentives for Participation
Utilize incentives for giving to the United Way Campaign. Many incentives do not have to cost the company
anything. Get creative and make use of co-workers talents, company apparel, or find ways to put the CEO
to work!
Incentives can be used for all givers, for givers at a certain amount, participation, goals that are reached,
employees who attend United Way meetings, etc. The more you can have fun and give some things away in
appreciation, the more employees will take part and give.
Kick-off event with lunch or breakfast. Include games, United Way information, etc.
Thank you event for all givers with lunch or breakfast. Share how much was raised, good things from
the campaign, etc.
Extra day off or certain amount of time off for 100% employee participation, for givers giving at certain
level or for all givers.
Parking Places
Flee at 3 (leave early from work)
Sleep in Pass
Call in Well Pass (free PTO Day)
Jeans Day
Company Promotional Items
Lunch with Boss
Car washed by boss or co-workers
Pizza parties for the department/team with the highest participation.
Gift Cards to local organizations
Pie in the face of CEO if goal is reached
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Sample
Campaign Materials
ONLINE WORKPLACE CAMPAIGN TOOLKIT: Visit
www.unitedway-york.org for links to all our materials plus
additional resources and downloadable material that will
support a successful employee campaign.
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Dear Employees,
<INSERT COMPANY NAME> is proud to support United Way of York County’s efforts to Make
York County Greater!
We are asking for your support to help create a community where families are financially stable,
individuals achieve good health and students succeed in school. <INSERT COMPANY NAME>’s
United Way Campaign will help achieve these goals.
A gift to United Way is the most powerful way to generate the most impact and solve critical
community issues – we’re supporting long-term strategies that advance the building blocks of a
good life: education, income and health.
We believe strongly in our commitment to the community, and we hope you will join us in
supporting United Way of York County.
If you have any questions, please feel free to contact your campaign coordinator. On behalf of
<INSERT COMPANY NAME>, United Way and those who benefit from your generosity, thank you
for helping to Make York County Greater!
Sincerely,
<INSERT CEO NAME>
Sample CEO Endorsement Letter
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Dear Employees,
I’m excited to announce that it’s time again for United Way of York County’s annual fundraising campaign. We will be kicking off our 2014 United Way workplace campaign on <INSERT DATE>.
Thank you for your past support – we are looking forward to an even more successful campaign in 2014!
I invite you to consider donating to United Way this year. Donations of all sizes make a
difference and I know you’ll feel good about helping our community!
When you donate to United Way York County your gift goes directly to many of the most needed programs in our community that are focused on advancing education, income and health locally.
During the next <NUMBER OF DAYS/WEEKS> you will learn more about the United Way and the campaign.
Please join me in making a gift to United Way’s campaign. Together, we can Make York County
Greater!
If you have questions, please contact <CAMPAIGN COORDINATOR NAME> . On behalf of our
company, United Way of York County, and those who benefit from your generosity, thank you.
Sincerely,
<CEO NAME OR COORDINATOR NAME>
Sample CEO /Coordinator Kickoff Letter
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Dear <INSERT COMPANY NAME> team,
I’m excited to announce some encouraging news about our 2014 United Way fundraising cam-
paign. We have already raised $____ and are getting closer to our goal of XX% participation!
Every year, organizations throughout York County join together to support United Way and help
advance education, income and health. We need your help to reach our goal and help our
neighbors, friends, family and co-workers who turn to United Way programs for assistance.
Gifts of all sizes make a difference. Completing your pledge form takes just minutes and as little as
a dollar a week can make a real difference. Please give today.
Together, we can Make York County Greater!
If you have questions, please contact <INSERT NAME> at <INSERT PHONE OR EMAIL>. We
appreciate your support.
Sincerely,
<INSERT COORDINATOR NAME>
Sample Mid-Campaign Reminder
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Sample Thank You Letter
Dear <INSERT COMPANY> team,
Thank you for participating in <INSERT COMPANY NAME> United Way of York County’s 2014
Campaign. By supporting United Way, you are helping to advance the building blocks of a good
life: education, income and health.
We were able to raise $XX with XX% participation to help the important work of United Way.
United Way is helping to improve lives every single day. With your support, United Way funds 72
crucial programs that address the most critical needs in our community.
We are grateful to you for being a part of our effort to Make York County Greater!
Sincerely,
<INSERT COORDINATOR NAME>
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Sample Vendor Letter Dear (Vendor),
I am writing to local businesses which our organization and employees utilize seeking donations for
our 2014 United Way of York County Campaign.
We will soon begin our fund raising campaign to help the local York community and we would
appreciate it if your organization would make a donation to our drawing. Your company’s name and
contribution will appear in all event publicity and is an easy way to market yourself to others at our
organization. A contribution is a great way to show your support of your community. Your
contribution will also be an added incentive for employees to contribute.
I will contact you next week to discuss how we can work together and to answer any questions.
Thank you for your time and consideration of our request.
Kind Regards,
<INSERT CEO SIGNATURE AND NAME>
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Sample Employee Meeting Agenda (approximately 30 min.):
Welcome & Endorsement CEO
Thank employees for coming
Stress importance of United Way to the community
Personally endorse the campaign
Announce corporate gift & Leadership Giving program results
Company Campaign Overview Coordinator
Purpose of meeting
Company’s Campaign Goal(s)
Company’s Incentives
Testimonial by Employee (if applicable) Employee Volunteer
Report on agency visit, OR
Help received from United Way agency, OR
Experience as a United Way agency volunteer
Labor Endorsement (if applicable) Labor Representative
United Way Overview UW Representative
Partner Agency Presentation Agency Representative
Local Campaign Video Video
The Solicitation Campaign Coordinator
Explain how to fill out pledge form
Ask employees to complete forms and turn them in as they leave
Closing Campaign Coordinator
Thank employees for coming
Offer to answer questions after meeting UW Representative
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United Way
Information
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2014 United Way “Best Of” Awards We invite you to submit nominations for the United Way “Best Of” Awards to showcase the work that
you and your organization are doing on behalf of the community. Winners will be announced and presented awards at our Celebration Event on Tuesday, January 20, 2015 and also recognized in
United Way promotional material.
Best in Show
The Best in Show Award is for those companies who stand out from the rest based on the
suggested Best Practices. Recipients of this award are judged on the best practices listed below.
CEO Support & Involvement Campaign Coordinator/Team attended training Set and communicated a campaign goal Shared United Way information and materials Conducted a separate leadership giving campaign Organized a special event/ activity for employees (volunteer, workplace, etc.) Solicited 100% of employees Conducted employee meetings with United Way and Agency representation Offered incentives for participation Thank employees for their gift and participation
Best Campaign Coordinator/Team
The Best Coordinator Award will go to a coordinator/team who shows the best leadership and energy thought a successful United Way Campaign, while going above and beyond to show their enthusiasm and employee engagement. Use of best practices, special events and United Way re-sources is encouraged.
Best Special Event
The Best Special Event Award goes to a company that brings employees together and raises awareness for the United Way through an exciting, creative and engaging event. (e.g. a fundraising event, volunteer event. etc.)
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2014 United Way “Best Of” Awards Fast and Furious The Fast and Furious Award will go to a company who takes the least time to achieve the best results. United Way Campaign Managers will validate the time it took to run a campaign. The company must have all the pledges into the United Way in one week or less from when they start their campaign. The results will be based on the employee per capita.
NOMINATION DEADLINE: November 26, 2014
Nomination forms will be reviewed by the volunteers of the Coordinator Council and winners will be announced and presented their award at the celebration event in January 2015.
Please call 717-771-3805 with any questions.
2013 Special Event Winner: Memorial Hospital 2013 Best Campaign Coordinator Team: Kinsley
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United Way Giving Societies
Leadership Giving: Individuals who contribute $1,000 or more to the annual campaign. Combined household
contributions of $1,000 or more also qualify as Leadership Gifts. Those giving at the leadership
level receive recognition and invitations to special events.
First Capital Club
Ambassadors: $1,000—$1,499
Representatives: $1,500—$2,499
Senators: $2,500—$4,999
Vice-Presidents: $5,000—$7,499
Presidents: $7,500—$9,999
Tocqueville Society $10,000 or more
Utilize United Way’s Step-Up Program to become a Tocqueville Society member over a three year
period while receiving recognition for all three years. Members participating in this program pledge
$5,000 or more in year one, $7,500 in year two, and fulfill the $10,000 commitment in year three.
Women Living United: Women who donate $500 or more annually, or step up within 3 years are able to be a part of this
group of women making a difference in York County. Members of Women Living United (WLU)
impact lives through networking, volunteerism, leadership and special events.
Emerging Leaders Society: Individuals who are between the ages of 21-40 and pledge $250 or more annually are able to
identify as Emerging Leaders. The purpose of the Emerging Leaders Society (ELS) is to make a
long-lasting impact by engaging emerging community leaders and United Way supporters through
volunteerism, education and networking.
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United Way of York County Campaign Staff
Chad Myers
Director of Leadership Giving
717-771-3801
Katie Cooper
Campaign Manager
717-771-3809
Katie Mackereth
Campaign Manager
717-771-3810
Brent Toomey
Campaign Director
717-771-3805
Nicole Shaffer
Marketing & Communications Director
717-771-3811
Alan Vandersloot
AFL-CIO Director of Labor Participation
717-771-3806
Annie Susemihl
Campaign Administrative Assistant
717-771-3818
Robert J. Woods
Executive Director
717-771-3800
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800 East King Street York, PA 17403
Tel: (717) 843-0957 Fax: (717) 843-4082
www.unitedway-york.org