2017 CAMPAIGN COORDINATOR TRAINING GUIDE

TO LIVE BETTER, WE MUST LIVE UNITED

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Why Trident United Way...........................................2

Planning Your Campaign

- Keys to A Model Campaign.....................3-4

- Leadership Giving....................................5-6

Campaign Tools and Resources

- Pledge Form................................................7

- Campaign Envelope....................................8

- Campaign Processing................................9

Campaign Checklist...............................................10

TABLE OF CONTENTS

As a member of our Employee Campaign Coordinator team, you are an essential part in making

our community a better place.

You were selected because of your ability to get the job done - and do it well! The role of

campaign coordinator offers you the opportunity to demonstrate your organizational skills while

harnessing the generosity and power of your workplace to create a lasting impact on our

community. Your job is to inspire your co-workers to give, advocate and volunteer!

This training guide will help you through the campaign process and, of course, we are always

here with direction and support. Thank you so much for being part of the Trident United Way

(TUW) 2017 Campaign!

THANK YOU

CONTACT US Your TUW Relationship Manager is available to you year-round to help make your campaign a

success!

My Relationship Manager is:

Contact Info:

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THE MESSAGE What TUW is: Trident United Way is an organization that brings people together from all areas of the community – nonprofit, for-profit and faith-based groups – to solve our region’s most pressing issues – the ones no organization can solve alone. What TUW does: TUW creates bold community change in education, financial stability and education. We recognize that the MORE educated, financially stable and healthy individuals in our community are, the MORE our whole region benefits. In the 2015-2016 fiscal year:

How TUW works: TUW works with organizations to make data-driven decisions and respond to our community’s most pressing needs. We work with more than 125 local volunteers who make funding decisions on investing dollars to meet our community needs. We invest in programs that deliver the kinds of real results that transform our community.

WHY TRIDENT UNITED WAY IS YOUR BEST CHOICE: Use collective impact to address key issues affecting our entire community Collaboration with donors, partners and volunteers to make strategic, data-driven decisions Local volunteers make funding and policy decisions, ensuring YOU have a voice where your money goes

4,075

children received services to support

learning in and out of school through 16 TUW funded

programs

2,683

individuals received financial stability

services in the Berkeley & Dorchester

Prosperity Centers

14,697

individuals received health services with

the help of 12 funded partners

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KEYS TO A MODEL CAMPAIGN EDUCATE l SOLICIT l APPRECIATE

HELP EVERY EMPLOYEE FEEL PART OF SOMETHING BIGGER. When we ensure that every employee is asked to invest in their community, it creates a sense of engagement that leads to employee satisfaction and retention. Don’t forget to also thank all the employees afterwards for their campaign!

CREATE LEADERSHIP OPPORTUNITIES. You are already cultivating leaders in your organization. Inviting them to join the campaign at the leadership giving level is another way to add leadership, pride and recognition to their position within the organization. You can also assist in employee development by asking employees to lead engagement opportunities such as the campaign or Day of Caring.

BUILD COMMUNITY CHAMPIONS. The more you educate your employees about our local community through company activities, the more connected they feel to you and the place that they live. Caring employees are productive employees! Allow Trident United Way to assist you in creating year-round engagement opportunities to GIVE, ADVOCATE and VOLUNTEER.

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“I enjoyed getting to know more about the various

projects Trident United Way does for our

community.”

Natasha R. Streets

Charleston County Auditor’s Office

2016 Employee Campaign Coordinator

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UNLOCKING THE SECRETS TO YOUR SUCCESS SELECT A STRONG CAMPAIGN TEAM:

Diversify for success.

Your best team will have broad representation from all departments and levels.

Have team members set goals for their departments and assist in deciding how best to engage

peers.

INVOLVE COMPANY LEADERSHIP:

They can inspire others!

Ask your leadership team to support your efforts visibly.

Request leadership set aside 5-10 minutes for a TUW speaker at a staff meeting.

Invite your leadership team to make their commitment first.

KEEP YOUR STAFF ENGAGED:

We make community change year round!

Try to get everyone involved. Think about fun and creative ways to engage your colleagues.

Hold a food-themed event. When food is involved, people flock.

Highlight TUW’s groups for leadership giving.

Encourage employees to continue their commitment to

the community year-round.

Contact your TUW relationship manager about other

ways you can GIVE, ADVOCATE and VOLUNTEER.

PUBLICITY AND COMMUNICATION:

TUW can provide you with all the materials you need.

Advertise events and campaign dates early, often

and everywhere.

CORPORATE PARTICIPATION:

Ask your TUW relationship manager to help you build

a corporate engagement strategy that could include:

An employee gift-matching program

Local and national corporate grants for TUW’s work in

education, financial stability and health

Volunteer opportunities for employees

SPREAD THE WORD:

Get the word out about TUW-funded programs that may

help your employees.

Ask your relationship manager about the Prosperity

Centers, free tax assistance, the 2-1-1 Helpline, SC

Thrive - The Benefit Bank and other tools to help

anyone in need.

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LEADERSHIP GIVING GIVE YOUR CAMPAIGN A BOOST

A few simple steps to develop

your company’s Leadership Giving

Campaign:

Appoint a leadership chair.

Recruit a leadership team;

colleagues who will invite

other colleagues to invest at

a leadership level to ensure a

higher rate of participation.

Identify past leadership

giver. They will be the best

ambassadors to grow the

leadership campaign.

Pinpoint top leadership

donor prospects. Work with

your leadership chair to

determine who is most

likely to contribute at the leadership level.

STRATEGIES FOR SUCCESS Engage leadership to set the pace prior to the general campaign. Develop and publicize the organization’s leadership investment goal as part of the overall

campaign goal. Talk to potential investors one-on-one. Hand deliver personalized leadership pledge forms. Leadership team members should thank each past leadership donor for previous contributions

and invite them to make a new or increased gift. Supply your relationship manager with proper spelling of names, job titles and correct

investment amounts for each Leadership donor. Ask your CEO to host a reception to acknowledge all leadership investors.

Affinity Groups

Women United $1,000 individual gift or

$2,500 combined gift

African American

Leadership Council

$1,000 individual or

combined gift

Young Philanthropist

Society

$1,000, 40 & under

individual or combined gift

Young Philanthropist

Society 20

$500, 30 & under,

individual gift

Giving Societies

Palmetto Societies:

Directors' Circle $1,000-$2,500

Executive Circle $2,500-$4,999

President’s Circle $5,000-9,999

Alexis De Tocqueville Society $10,000+

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INVEST TOGETHER

AFFINITY GROUPS WOMEN UNITED:

Trident United Way Women United (WU) is an engaged network of philanthropic leaders committed to improving education, financial stability and health in our region through giving, advocacy and volunteerism.

AFRICAN-AMERICAN LEADERSHIP COUNCIL:

Trident United Way African-American Leadership Council (AALC) is a network of black and minority leaders in the community working to create bold community change in education, financial stability and health throughout the Tri-County region.

YOUNG PHILANTHROPISTS SOCIETY:

Trident United Way Young Philanthropists Society (YPS) is a network of leaders ages 40 and under who are committed to improving education, financial stability and health in our

community through giving, volunteerism and advocacy.

GIVING SOCIETIES PALMETTO SOCIETY:

The Palmetto Society recognizes donors who give $1,000-$9,999

annually to Trident United Way. Nearly 1,500 members strong, the

Palmetto Society accounts for 25% of all Trident United Way giving

in Berkeley, Charleston and Dorchester counties. Palmetto Society

members set a standard of charitable giving in our community and

motivate others to contribute at a leadership level to TUW.

ALEXIS DE TOCQUEVILLE SOCIETY:

The Tocqueville Society is a worldwide network of extraordinary

community leaders and philanthropists who invest $10,000 or more

annually through their local United Ways. At TUW, our members

demonstrate a deep commitment to making a tangible difference in

the lives of children, young people and families in the Tri-County area.

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TOOLS AND RESOURCES Throughout your campaign, utilize the online campaign toolkit, located at www.tuw.org and click

on “Give” to find more information. Your relationship manager is also an excellent source of

support. There are a number of campaign resources available, including the campaign envelope and pledge form.

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CAMPAIGN PROCESSING: TIPS AND TRIPS

THE PLEDGE FORMS:

Review and finish pledge forms to make sure TUW can process them according to your

employees’ wishes.

Review to ensure the basics are included: the employee name, how they are giving, how they

are helping, and a signature.

Fill in the annual amount and employee I.D. for TUW. The employee I.D. can be used either for

your internal I.D. or for the TUW donor I.D. Ask your relationship manager for a list if you

prefer to use the TUW donor I.D.

If employee selected an agency(ies) to designate to, review to make sure all requested

information is provided, including name, tax ID and address. Omitting some information can

cause delays in providing funds to the agencies.

A list of approved 501(c)(3) organizations can be found through the IRS Select Check tool at:

http://apps.irs.gov/app/eos .

THE PLEDGE ENVELOPE:

Complete the envelope with the following to prevent delays in processing:

Company name

Section B

Designations included

All contributions total

Your name

Signature

Add other information as necessary including:

Section A

Other transaction information for special transactions including Cornerstone, Benefactor, etc.

PAYMENTS ON PLEDGES:

Communicate with your finance or payroll department to make sure payments include:

Your company’s TUW Account #

Company Name

Campaign year 2017 (e.g. #968 Best Company 2017)

Ask your relationship manager for the company TUW account number if unknown

A NEW HELPFUL OPTION Make your processing experience easier by using our template spreadsheet

We now have the ability to upload pledge and payment details from a template into our system,

which save you time and reduce data entry errors. It also allows us to apply payments against

specific employees.

Let your relationship manager know if you’d like more information on this option.

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CAMPAIGN CHECKLIST PLAN

Meet with your Trident United Way representative and begin planning your campaign

Attend the Employee Campaign Coordinator best practices training

Go to www.tuw.org for ideas and sample materials

Secure CEO or senior management support

Establish campaign goals like dollar amount and participation percentage

GEAR UP

Recruit and train your campaign team; establish a timeline.

Begin campaign promotion

Secure a corporate gift or corporate match commitment

Send a message from management to employees

Order campaign supplies and prepare campaign materials

Prepare a spreadsheet template for your e-pledge campaign

RUN

Conduct a leadership meeting to kick off the campaign

Hand out pledge forms and/or email information about online giving to employees

Send follow-up emails and offer incentives to keep enthusiasm high

Hold meetings and education sessions about TUW’s work, while offering incentives to employees

CLOSE

Send a reminder email that the campaign is concluding and pledge forms are needed

Collect and double-check pledge forms are complete: pink copy to individual, yellow to finance/payroll, white to TUW

Complete envelope with white copy of pledge forms; contact relationship manager to submit to TUW

Submit contribution forms and final reports/data to your payroll department

Announce results to your employees and thank them with a celebration event, letter, email, etc.

Thank your campaign team, leadership contributors and other special groups

Gather feedback and notes for next year

YEAR-ROUND ENGAGMENT

Provide regular updates on TUW’s work and sign up on tuw.org for news in your inbox

Include TUW’s feature success stories in your company newsletter

Host a team meeting offsite: include an agency tour, poverty simulation or guest speaker

Contact TUW for help finding volunteer opportunities that are the right match for your employees

GET YOUR EMPLOYEES ENGAGED!

DUE DATE

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6296 Rivers Avenue

Suite 200

North Charleston, SC 29406

www.TUW.org

(843) 740-9000

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