United Way Campaign 101 WELCOME. Brief overview of the Brown County United Way Review the 10 steps to a successful campaign Discuss each step Identify the key role and competencies of the Employee Campaign Coordinator (ECC) Resources that are available to Employee Campaign Coordinators.
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Review the 10 steps to a successful campaign
Discuss each step
Identify the key role and competencies of the Employee Campaign Coordinator (ECC)
Resources that are available to Employee Campaign CoordinatorsObjectives
Brown County United Way Overview
To bring together the strengths of our community to improve the quality of life in Brown County today and in the future.
Direct service programs such as shelter, transportation, literacy, health, and youth programs improve the quality of life today.
In the FUTURE -
To improve the quality of life in the future, long term solutions such as 2-1-1 and the Community Partnership for Children are initiated.
Over 100,000 lives improved in Brown County in 2008!
Funding is based on community needs and program evaluations and outcomes are reviewed annually
Recommendations reviewed by Emerging Needs Committee and again by our Board of Directors
Involve Your CEO/Upper management
Recruit and Train Your Campaign Team/Committee
4. Analyze Past Campaign Results and Areas for Potential Increases in Giving
5. Develop A Campaign Plan
6. Run a Leadership Campaign (if applicable in your organization)
7. Promote and Publicize
8. Make the Ask (campaign meetings/rallies)
9. Track and Report Results
10. Say Thank You and Plan For Next Years Campaign
United Way Campaigning 101
Your role as the campaign coordinator will be much easier if you know some basic information about the Brown County United Way and what they do and stand for:
Attend one of the Employee Campaign Coordinator workshops
Meet with United Way staff and/or your Loaned Executive prior to your campaign kicking off
Review the ECC Online Toolbox on the Brown County United Way website www.browncountyunitedway.org.
Visit the Brown County United Way website at www.browncountyunitedway.org
1. Know Your United Way
The success of your campaign depends on the commitment and involvement of your CEO and/or Leadership team……
All good leaders, lead by example.2. Involve Your CEO / Top Management
If applicable, ask your CEO to help recruit people from all levels of your organization and from all company sites to help manage the campaign (sample recruitment letter on the ECC Online Toolbox)
Establish specific duties for each member
Leadership Campaign assistance
Setting up all rallies/meetings…3. Recruit and Train Your Campaign Team
Have your Campaign Team levels of your organization and from all company sites to help manage the campaign :
Review the prior campaign and discuss new ideas
Attend one of United Way’s ECC workshops.
Visit a United Way partner agency for inspiration
Assist in “Big-Picture” campaign planning
Team size will depend on company size
Have informal leaders from various departments
Should be enthusiastic, volunteer driven and community minded3. Energize Your Campaign Team
4. levels of your organization and from all company sites to help manage the campaign Analyze Past Campaign Results and Areas for Potential Increases in Giving
Calculation Formulas – levels of your organization and from all company sites to help manage the campaign Basic formulas that will give you a better understanding of where your campaign stands.
After your goal is set, look at how you can achieve this levels of your organization and from all company sites to help manage the campaign
Meet with top management to discuss how they can help to reach the goal
Create a strategic plan that includes campaign goal and objectives, timeline, kick-off, theme, to-do list, team member contact list, meeting schedule, and if applicable, special events and prizes
Remember – make it fun, use incentives, get others involved!5. Develop a Campaign Plan – Involve your team!
Leadership Giving is defined as contributing $1,000 - $9,999 annually to the United Way
Tocqueville Giving is defined as contributing $10,000+ annually to the United Way
* More information on leadership levels and giving online on the ECC Online Toolbox
Education is the most important part of the campaign and is key to reaching your organization’s fundraising goal
Some of the most successful campaign tools include:
Email, online schedules, intranet, screen savers
In-house employee publications, voice-mail announcements
Testimonials – print or poster
Posters, photos or video of employees at agency tours or volunteer projects
Utilize ALL of the materials BCUW has to offer including your Loaned Executive, BCUW staff and agency/community speakers!7. Promote and Publicize
* More information on Marketing/Communicating your campaign on the ECC Online Toolbox
Hold brief educational meetings for all employees (A Rally) key to reaching your organization’s fundraising goal
(As little as 20 - 30 minutes)
Explain Purpose of the meeting
Discuss why you support United Way
United Way Representative Speaks (BCUW Staff or LE)
Show The Video
Community Speaker presents
Explain any incentives, deadlines…
Pledge Card Review
Collect Pledge Cards or explain who will pick up pledge cards or when deadline is
Follow up in person with those who missed the meeting8. Make the ask
* More information on “How to make the Ask” on the ECC Online Toolbox
Make sure your Campaign Team has had the opportunity to speak to all employees.
Strive for 100% pledge cards return – NOT 100% participation but just that all cards are returned whether they gave or not
Make sure cards are filled out, signed, and the total pledge is accurate
Follow up with colleagues who have not returned their cards
Track results consistently
Publicize results via your agency newsletter, email, voice mail, intranet, memo…9. Track and Report the Results
Thank all employees, hold a thank you lunch or event
Post thank you posters around your workplace
Issue a thank you letter from the CEO. Visit our web site for sample letters and ideas for recognition
Give a special gift to, or hold a special reception for, campaign volunteers and your campaign committee
Provide United Way with contact and gift information for recognition purposes
Inform your United Way staff of Leadership Givers and Tocqueville Society members for special recognition by United Way10. Thanks and Plan for Next Year
Resources Available for ECC’s: success!
United Way Staff
ECC Online Toolbox on the BCUW website – www.browncountyunitedway.org
Your Loaned Executive
CUFUW – Companies United For United Way