UNITED WAY EMPLOYEE CAMPAIGN COORDINATOR GUIDE FY 2016-2017 IT TAKES A FAMILY. Dear Employee Campaign Coordinator, I firmly believe that every problem has a solution. All it takes is the commitment, the passion and the willingness to work together to find a better way. I want to thank you for stepping up to be part of the solution to the challenge of making Greater Detroit a better place to live and work. This year’s campaign theme, “It Takes a Family,” highlights the important role of families in providing the support system that individuals need throughout life. It also reminds us that we are all members of the human family, each of us a part of the social fabric that connects us to our fellow citizens. We draw our strength from the values that make all families strong: responsibility, generosity and a profound belief in the future. To make that future stronger, United Way is committed to provide all children the chance to grow up healthy and graduate from school prepared to succeed in life. As an Employee Campaign Coordinator, you serve an important role as the resident expert and ambassador for United Way’s 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 vital part of this important effort. Sincerely, Sergio Marchionne Chief Executive Officer, Fiat Chrysler Automobiles Chairman, 2016 Campaign Cabinet, United Way for Southeastern Michigan CAMPAIGN COORDINATORS GUIDE TABLE OF CONTENTS WHAT WE DO ..................................................................................................................... 4 FY 2015 – 2016 HIGHLIGHTS .......................................................................................... 5 5 STEPS FOR A SUCCESSFUL CAMPAIGN ..................................................................6-11 TIPS & TRICKS ................................................................................................................ 12 FUNDRAISING IDEAS ...................................................................................................... 13 FAQS ...........................................................................................................................14-15 LEADERSHIP GIVING ...................................................................................................... 16 LABOR LEADS PROGRAM ...................................................................................................17 EMERGING PHILANTHROPISTS .........................................................................................18 ALEXIS DE TOCQUEVILLE ...................................................................................................19 IN GOOD COMPANY ...................................................................................................20-22 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. We know that together, as one big family, we can all make a difference. When we donate our time, talent and resources, we can make sure families have access to basic needs, like food, shelter and mental health resources. We can also improve our education and health systems so that our children can grow up and reach their fullest potential. Supporting United Way isn’t just giving to charity. It’s making an investment in a future we can all believe in. And when we treat one another like family, we all succeed. THAt’S HOW WE LIVE UNITED. THANK YOU FOR JOINING OUR FAMILY. 4 FY 2015-2016 HIGHLIGHTS Our key initiatives help us to achieve positive outcomes in these impact areas: 5 RUNNING YOUR CAMPAIGN Our workplace campaigns bring people together to solve some of our community’s most complex challenges through fundraising, advocating and volunteering – all while raising workplace morale. 5 STEPS TO RUNNING A SUCCESSFUL CAMPAIGN 1. ENERGIZE 2. INSPIRE 3. ENGAGE Recruit a strong team to lead your Share the United Way story with Connect employees to our United Way Campaign. all employees. work and show them how they can ensure a better future for their community. 4. ASK 5. THANK Ask everyone to give. Thank everyone for giving. 6 RUNNING YOUR CAMPAIGN CONT. 1. ENERGIZE 3-5 WEEKS BEFORE CAMPAIGN SET A GOAL Develop a campaign strategy that fits your company’s size and culture, engaging everyone at all levels and across all departments. • Consider prior year results, number of employees and current business climate. • People like to see results! Showcase dollars raised in real-time throughout the campaign. 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 INVOLVE YOUR CEO Your CEO can help champion the work and ensure a successful campaign. With your CEO: • Establish a campaign timeline and budget. • Confirm your company’s 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. 7 RUNNING YOUR CAMPAIGN CONT. 2. INSPIRE WEEK OF CAMPAIGN HOST A CAMPAIGN KICKOFF • 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. • Distribute brochures and pledge cards as employees arrive. • Ask a colleague who has benefitted from a United Way program to share his/her experience. • Ask your CEO to attend and publicly endorse the campaign. • Show a United Way video that demonstrates how United Way changes lives. • Keep the meeting lively, informative and fun. • Make the ask! • Follow up with employees who were not able to attend. USE YOUR TOOLS We have created several assets to communicate the value of United Way’s work in our online toolkit at www.liveunitedsem.org/toolkit, including: • Videos • Posters • PowerPoint presentations • Sample letters • Brochures 8 RUNNING YOUR CAMPAIGN CONT. 3. ENGAGE DURING CAMPAIGN EDUCATE COLLEAGUES INCREASE GIVING INCENTIVIZE GIVING As the ambassador for United (LEADERSHIP GIVING) There are several ways to Way, you can help your energize your campaign and Identify executives and/or colleagues understand the value increase participation: employees giving $500 or more. of their gift. Check out the impact There are several strategies to reports available in the online • Set participation rate as a enhance their giving experience toolkit and use the following tips to company goal. through Step - Up programs or share our work: • Hold a raffle for everyone who affinity group engagements: donates (prime parking spots, • Prepare educational days off, gift cards, etc.). • Hold a raffle for those who opportunities to share during • Hold competitions between increase their gifts by a set your company-wide campaign stores/branches/locations/ percentage or dollar-per-week kickoff, volunteer projects, departments based on amount. rallies and partner agency participation rate. • Ask retirees to make a Planned tours. • Offer a casual day to everyone Gift. • Use employee publications, who donates. • Set an average gift goal for your intranet, voice mail, • Offer an opportunity to win company and incorporate an announcements, bulletin United Way swag. incentive. boards, email, management • Host a wrap-up party and thank • Hold a special leadership endorsement letters, everyone who participated. solicitation/recognition event. newsletters, paycheck stuffers • Include names of leadership and social media to spread the donors on the intranet/ United Way message. newsletter/etc. (with their • Encourage colleagues to follow permission). us on Facebook, Twitter and Instagram to stay updated. 9 RUNNING YOUR CAMPAIGN CONT. 4. ASK DURING CAMPAIGN ASK EVERYONE TO GIVE The no. one reason people do not give is because they are not asked! So, please ask everyone. United Way believes that giving is a personal decision. Make sure that everyone has the opportunity to give by supplying information about how United Way changes lives – and how each contribution drives our mission forward. Start at the top – ask company leadership to set the example by making their contributions early. Remember to include off-site and remote employees and highlight corporate support, especially if your company has a program in place that matches employee donations. You can make the ask: • Personally • At campaign events • At staff meetings • At leadership events • Via email and social media WAYS TO GIVE • Payroll deduction (the easiest way to give) • Cash/check • Credit cards • Direct billing • Stock donation • Interested in automating your campaign? Ask your CRD about eWay, our complementary electronic campaign software. 10 RUNNING YOUR CAMPAIGN CONT. 5. THANK 1-2 WEEKS AFTER CAMPAIGN 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