FY 2015/2016 CAMPAIGN COORDINATORS GUIDE .10 STEPS FOR A SUCCESSFUL CAMPAIGN. 7 • Use employee

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Transcript of FY 2015/2016 CAMPAIGN COORDINATORS GUIDE .10 STEPS FOR A SUCCESSFUL CAMPAIGN. 7 • Use employee

  • FY 2015/2016CAMPAIGN COORDINATORS GUIDE

    IT TAKES A FAMILY.

  • IT TAKES A FAMILY.

    This years campaign theme, It Takes a Family, highlights the role each of us has in uniting under one cause. We know that together, as one big family, we can make a difference. By focusing on the building blocks of a good quality of life education, financial stability and basic needs we can create a Greater Detroit where everyone has access to the things they need to live and thrive.

    As an Employee Campaign Coordinator, you serve as the resident expert and ambassador for United Ways work. Please use the materials in this handbook to help you achieve a successful campaign. For additional tools and resources, please visit www.LiveUnitedSEM.org.

    Thank you again for being a part of this vital work.

  • TABLE OF CONTENTS

    WHAT WE DO .......................................................................................4

    FY 2014 2015 HIGHLIGHTS ..............................................................5

    10 STEPS FOR A SUCCESSFUL CAMPAIGN .....................................6

    TIPS & TRICKS ...................................................................................10

    FUNDRAISING IDEAS ........................................................................11

    FAQS ...................................................................................................13

    LEADERSHIP GIVING ........................................................................17

    EMERGING PHILANTHROPISTS .........................................................18

    ALEXIS DE TOCQUEVILLE ..................................................................19

    IN GOOD COMPANY ..........................................................................20

    CAMPAIGN COORDINATORS GUIDE

  • WHAT WE DO

    At United Way for Southeastern Michigan, we believe family takes many forms. From parents and siblings, to work peers and social networks, we create lasting bonds with the people we surround ourselves with. Together, as one big family, we can all make a difference. Focusing on education, financial stability and basic needs the building blocks for a good quality of life we can create a Greater Detroit where everyone has access to the things they need to live and thrive.

    THATS HOW WE LIVE UNITED.THANK YOU FOR JOINING OUR FAMILY.

    4

  • FY 2014 2015 HIGHLIGHTS

    These five strategies help us to achieve positive outcomes in our three impact areas: Education, Financial Stability and Basic Needs.

    IN FY 2015-2014, WE ACHIEVED THE FOLLOWING WITH OUR PARTNERS:

    HEALTHY KIDS 640 Meet Up and Eat Up summer sites for children Over 1.65 million meals served at Meet Up and Eat Up summer sites

    EARLY DEVELOPMENT 9 full-service Early Learning Community hubs and 20 satellite locations 1,200 parents and caregivers actively connected with an early childhood support network

    each month

    STUDENT SUCCESS 80% average high school graduation rates in our GM Network of Excellence schools

    (up 16 percentage points)

    STABLE FAMILIES 300,000 callers were referred to emergency assistance via our 2-1-1 call center 17,300 families enrolled in the Low Income Self-Sufficiency Program

    ECONOMIC OPPORTUNITY 2,383 people improved their net income by an average of $979.30 1,306 people improved their credit score by an average of 41 points

    5

    Stable & thriving families and engaged communities, which leads to a positive

    quality of life

  • 10 STEPS FOR A SUCCESSFUL CAMPAIGN

    6

    1. INVOLVE YOUR CEOYour CEO can help champion the work and ensure a successful campaign. With your CEO:

    Establish a campaign timeline and budget. Confirm your companys corporate gift. Kick off the campaign with a company-wide email (drafts available in your online toolkit) from

    the CEO and have him/her make the first pledge. Host company-wide rallies and presentations with CEO appearances. Offer payroll deduction if this is not already an option

    2. USE YOUR TOOLSWe have created several assets to communicate the value of United Ways work in our online toolkit at www.liveunitedsem.org/toolkit, including:

    Videos Posters PowerPoint presentations Sample letters Brochures

    3. RECRUIT YOUR TEAM

    Before your kickoff, build a diverse team from all departments to help plan and track events throughout your company campaign. Divide duties:

    Communications Presentations Events

    4. EDUCATE COLLEAGUES

    As the ambassador for United Way, you can help your colleagues understand the value of their gift. Check out the impact reports available in the online toolkit and use the following tips to share our work:

    Prepare educational opportunities to share during your company-wide campaign kickoff, volunteer projects, rallies and partner agency tours.

    Ask employees who have benefited from United Way services if they will share their stories during events or in presentations.

  • 10 STEPS FOR A SUCCESSFUL CAMPAIGN

    7

    Use employee publications, intranet, voice mail, announcements, bulletin boards, email, management endorsement letters, newsletters, paycheck stuffers and social media to spread the United Way message.

    5. HOST A CAMPAIGN KICKOFF

    The No. 1 reason people give is because someone they know asked them. Employee meetings or rallies are the most effective way to reach all employees and encourage them to invest in United Way. Rallies can take as little as 10 minutes.

    A step-by-step guide:

    Hold a campaign kickoff or smaller meeting to tell employees about United Way. This can be an added agenda item to an already scheduled meeting or a special event, like a breakfast, lunchtime movie, etc.

    Make sure employees know the purpose of the meeting in advance. Distribute brochures and pledge cards as employees arrive. Invite a United Way staff member or executive to speak at a staff meeting. Ask your CEO to attend and publicly endorse the campaign. Showcase videos and client success stories. Keep the meeting lively, informative and fun. Make the ask! Thank employees for their participation. Follow up with employees who were not able to attend.

    SAMPLE CAMPAIGN KICK OFF AGENDA

    OPENING REMARKS PRESENTER MINUTES

    CEO/Management Endorsement ECC 1Endorsement CEO/Manager 2Campaign overview ECC 3 United Way overview UW staff/Loaned Exec 6Campaign video ECC Introduces 4Donation Request ECC 2Closing Comments ECC 1Thank you ECC 1

    TOTAL TIME 20

  • 10 STEPS FOR A SUCCESSFUL CAMPAIGN

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    6. INCENTIVIZE GIVING

    There are several ways to energize your campaign and increase participation:

    Set participation rate as a company goal. Hold a raffle for everyone who donates (prime parking spots, days off, gift cards, etc.). Hold competitions between stores/branches/locations/departments based on participation

    rate. Offer a casual day to everyone who donates. Offer an opportunity to win United Way swag. Host a wrap-up party and thank everyone who participated.

    7. INCREASE GIVING (LEADERSHIP GIVING)

    Identify employees earning more than $50,000 and/or employees giving $500-$999.There are several strategies to increase gifts:

    Hold a raffle for those who increase their gifts by a set percentage or dollar-per-week amount.

    Ask retirees to make a Planned Gift. Set an average gift goal for your company and incorporate an incentive. Hold a special leadership solicitation/recognition event (lunch with a VIP, volunteer day at

    non-profit of choice). Include names of leadership donors on the intranet/newsletter/etc. (with their permission).

    8. MONITOR YOUR CAMPAIGN AND REPORT RESULTS

    It is critical to follow up with employees and report results:

    Ensure that your campaign team had the opportunity to speak with all employees. Keep regular totals and give progress reports to your CEO, team, organization and your

    United Way staff contact. Publicize campaign results throughout the organization. Track contributions by asking all employees to return pledge cards to you (even if they do

    not make a gift). Make sure that pledge cards are filled out and signed and that the total amounts are

    accurate Give completed report envelopes, including signed pledge forms and raffle tickets, to your

    United Way staff.

  • 10 STEPS FOR A SUCCESSFUL CAMPAIGN

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    9. SAY THANK YOU!

    It is just as important to officially close the campaign and thank people as it is to begin the campaign.

    Thank employees for their participation, time and support individually through a CEO recognition letter.

    Recognize your team and others who volunteered their time. Publicize your results via email, voice mail, intranet, newsletters, social media, etc. Celebrate your success!

    10. ENGAGE EMPLOYEES YEAR-ROUND

    There are many ways to stay connected to United Way throughout the year:

    Start a year-round community engagement team or ask employees to sign up at www.LiveUnitedSEM.org/InformWorkplace to learn how their gift makes a difference.

    Identify next years ECCs if you are able, and share their information with United Way. Start a new-hires program that gives new employees the opportunity to make a contribution

    when they join your organization. (Your United Way staff contact can help you get started.) Schedule a staff Learn United or Impact Tour to see your dollars at work. Develop a community-based volunteer project for each quarter.

  • TIPS & TRICKS

    10

    TIPS & TRICKS FROM A SEASONED EMPLOYEE CAMPAIGN CHAIR

    Produced for your benefit by Mary