UNITED WAY OF SOUTHWESTERN INDIANA

2020 EMPLOYEE CAMPAIGN CHAMPION TRAINING

NOW MORE THAN EVER. LIVE UNITED.

THANK YOUAMY CANTERBURY | PRESIDENT & CEO

Dear Employee Campaign Champion,

Thank you for accepting your pivotal role in this year’s United Way campaign! You are essential to our success in creating lasting change in our community.

Employee Campaign Champions are ambassadors, storytellers, and the “go-to” person forinformation about United Way, our areas of focus and community impact. Being an EmployeeCampaign Champion is an important job and I hope you will find the experience to be very rewarding.

This guide provides insights and quick tips to help you and your campaign committee membersconduct a successful campaign. Please look through the materials and visit United Way’s website at www.unitedwayswi.org/2020-campaign-materials for more information and tools. During the campaign, United Way staff will be here to help you in any way we can.

Thanks again for helping United Way provide brighter tomorrows for families struggling to makeends meet, for children who are falling behind their peers, and for kids and adults who do not have access to critical medical care. I look forward to working with you this year!

Sincerely,

Amy CanterburyPresident and CEOUnited Way of Southwestern Indiana

Resource Development DirectorContact your United Way Resource Development Director (RD) to ask questions or get additional information needed to help you run a successful campaign. The RD is here to help you engage and inspire employees throughout your campaign. Contact Helen Zimmerman at 812-421-7479 or hzimmerman@unitedwayswi.org

UNITED WAY OF SOUTHWESTERN INDIANA

ABOUT US

Stakeholder Mobilization OfficerYour team can make a significant impact in our community by also offering their gifts of time and talent. Contact your United Way Stakeholder Mobilization Officer to help get you and your team connected with valuable volunteer opportunities (both online and properly distanced). Contact Katie Sutton at 812-421-2055 or ksutton@unitedwayswi.org

Campaign Toolkit & WebsiteOur Virtual Campaign Toolkit has all of the elements you need to run a successful workplacecampaign. See page 6 for toolkit contents and notes. The United Way website is also a great resource for Focus Area information, stories, photos and other important information.

Social MediaBe sure to follow United Way of Southwestern Indiana on social media and encourage your employees to, as well. You’ll find us on Facebook, Twitter, Instagram, LinkedIn, and YouTube. Please use the hashtag #LiveUnited and tag @unitedwayswi so we can share your success!

RESOURCES

Founded in 1922, United Way of Southwestern Indiana is a 501(c)3 nonprofit organization boasting a 4-star rating from Charity Navigator as a financially healthy, respected, and effective philanthropicorganization. UWSWI serves tens of thousands of individuals and families in Vanderburgh, Warrick, and Spencer counties through our Focus Areas, special initiatives and dozens of funded partner programs.

UNITED WAY FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN OUR COMMUNITY.Our mission is to unite resources to understand and address priority community issues.We envision communities where all individuals and families have the opportunity to achieve their full potential.

UNITED WAY OF SOUTHWESTERN INDIANA

FOCUS AREAS

Childhood SuccessIn Southwestern Indiana, it’s estimated that nearly 60% of students entering kindergarten have no formal early learning opportunities. Many of these children start school behind their peers and are unable to catch up. United Way funds early education programs that prepare children for school and help them achieve grade-level reading skills.

Youth Success United Way’s goal is to ensure that youth gain the knowledge and skills necessary to be prepared for the workforce, which includes on-time graduation. Funding is provided for programs that connect at-risk youth with positive role models, foster family engagement, and reduce risky behaviors, such as drug use.

Financial StabilityIncreasing income, building savings, and maintaining personal assets are the basics to building a better future. Through educational programs that focus on financial literacy, budgeting, employment skills and access to financial assistance, United Way helps working families improve their socio-economic status.

HealthUnited Way is committed to improving access to no- or low-cost dental, medical and mental health care programs. We support a healthy lifestyle that begins at birth, focusing on the overall wellness of every person we serve, as well as helping the elderly and individuals with disabilities live independent lives.

Vital ServicesUnited Way funds essential programs that identify and provide support to vulnerable individuals who are at risk of abuse or are in need of special support. This may also include persons or families who are affected by disasters.

UNITED WAY OF SOUTHWESTERN INDIANA

STEPS TO A GREAT CAMPAIGN

1. PREPAREPlan your campaign in advance and recruit a strong team to lead your company’s efforts.

• Set a campaign goal that your team and employees can rally around.• Familiarize yourself with the Digital Campaign Toolkit, its contents and this year’s messaging.

2. INSPIREHelp employees understand how their support can help others build a brighter future.

• Share campaign videos and message to connect employees with our impact.• Schedule a virtual presentation with United Way or a partner program representative.• Recruit company leadership to share why they believe United Way is important.• Create fun special events or challenges to engage employees.

3. ASKEncourage and ask everyone to make a donation - regardless of amount. Every dollar helps!

• Offer incentives or prizes.• Remind employees of the Heritage Federal Credit Union $10,000 Donor Incentive Giveaway.• Ask leadership to set an example by donating.

4. SHOW APPRECIATIONMake sure everyone feels appreciated for their support and generosity.

• Share campaign accomplishments and progress toward your goal.• Ask your CEO to thank participants in a special message to staff.• Thank your hard-working campaign team.• Celebrate your success!• Broadcast your support by displaying a UW “We fight for our community” yard sign.

UNITED WAY OF SOUTHWESTERN INDIANA

DIGITAL CAMPAIGN TOOLKIT1. Campaign General Information

United Way Campaign Presentation PowerPoint Template 2019 Community Impact ReportWorkplace Client Template (for recording gifts & pledges) Campaign General Poster (PDF)Campaign Talking PointsHesitations and Myths

2. Campaign VideosLeadership Message - https://youtu.be/W6A1K2UlLi4 Financial Stability - https://youtu.be/azrjBMp5-wcYouth Success - https://youtu.be/UE6t_QtytnAChildhood Success - https://youtu.be/3pVVMdlozWM Health/Vital Services - https://youtu.be/drpViie7C2U

3. Campaign FormsDonor Pledge Form (PDF)Donor Option Form (PDF)Corporate Pledge Form (PDF)

4. Campaign Digital & Social Media Images (4 formats/3 sizes) Childhood SuccessYouth SuccessFinancial StabilityHealth/Vital Services

5. Heritage Federal Credit Union Donor Incentive Information Cash Giveaway Eligibility, Rules and GuidelinesIncentive Ads (3 sizes)

6. CARES Act Charitable Deduction InformationInformation and Sample MessagingDigital & Social Media Images

7. United Way Logos (Horizontal and Vertical in RGB & CMYK)

8. Ways to GiveWorkplaceUW WebsiteText LiveUnited20 to 41-444Mail or email donor pledge forms to United Way

Toolkit at unitedwayswi.org/2020-campaign-materials

UNITED WAY OF SOUTHWESTERN INDIANA

FREQUENTLY ASKED QUESTIONS

Q. CAN PEOPLE DONATE ONLINE?A. Yes! Visit www.unitedwayswi.org and click Give Now or text the phrase LiveUnited20 to 41-444. Both methods will take you to a secure donation page where you can pay by credit card, debit card, PayPal or Apple Pay. Donors can set up a payment schedule.

Q. DO YOU HAVE GIVING SOCIETIES?A. We do! Our Leadership Giving Societies are crucial to the important, lasting work we do in the community. Each society level enjoys a unique set of benefits and are based on annual giving amounts. • $ 500 - Young Leaders United (Age 40 and under) • $ 1,000 - Keel Club • $10,000 - Alexis de Tocqueville Society To learn more, visit unitedwayswi.org/giving-societies.

Q. IS MY DONATION TAX-DEDUCTIBLE?

Q. IS THERE AN INCENTIVE AGAIN THIS YEAR?

A. Possibly. The 2020 CARES Act included a provision that allows taxpayers who previously did not itemize their deductions, to deduct up to $300 in charitable contributions made by December 31, 2020. NOTE: This does not apply to pledges made in 2020 that are payable in 2021, such as payroll deductions.

A. Yes! Thanks to the generosity of Heritage Federal Credit Union, donors who meet the eligibility requirements will have the opportunity to participate in the $10,000 Donor Incentive Cash Giveaway. Due to the economic impact of COVID-19, United Way has expanded eligibility to include those individuals who choose to maintain their 2019 giving level, provided it was at least $50. For eligibility information, rules and guidelines, visit unitedwayswi.org/give. NOTE: Award will be net of applicable state and federal taxes.

1. REPORT RESULTS• Submit completed final campaign report envelopes to your United Way representative as soon as your campaign is over.

• Proof pledge forms to make sure they are filled out correctly.

• If you don’t use United Way’s forms, provide your United Way representative with donor details (i.e. names, emails, addresses and donation amounts for tax purposes and recognition).

• Review the report envelope’s instructions and complete your company’s information.

• Consider surveying your employees to determine what was effective, useful and fun.

2. PLAN FOR NEXT YEAR• Identify next year’s ECC and provide survey results, notes and resources.

• Implement a program to give new employees the opportunity to learn how United Way supportsour community and to contribute when they join the company.

• Stay in touch! Be sure to visit United Way’s website and social media pages to see firsthandhow our programs are creating positive change for thousands of people in Vanderburgh,Warrick and Spencer counties.

UNITED WAY OF SOUTHWESTERN INDIANA

POST-CAMPAIGN STEPS

YOUR HELP TODAY, PROVIDES A BRIGHTER TOMORROW.

THANK YOU!

NOW, MORE THAN EVER. LIVE UNITED.