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Follow these four steps to get started with your Leadership Campaign

Follow these four steps to get started with your Leadership Campaign. Step 1. CEO appoints LCM to plan campaign. Review LCM Job Description Attend LCM Training Review Leadership Reports Review samples and materials LCM plans a separate leadership “ask” event.

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Follow these four steps to get started with your Leadership Campaign

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  1. Follow these four steps to get started with your Leadership Campaign Step 1. • CEO appoints LCM to plan campaign. • Review LCM Job Description • Attend LCM Training • Review Leadership Reports • Review samples and materials • LCM plans a separate leadership “ask” event. • Schedule date and location for event • Schedule a Leadership Speaker • Invite leadership donors and prospects • Follow up on leadership “ask.” • Peer to peer follow up • “Thank you” to donors • Year Round Leadership Activities • Review Leadership Giving Information Step 2. Step 3. Step 4. TIP: go to www.unitedwaygkc.org for more info!

  2. Components of a Leadership Campaign • CEO appoints a Leadership Campaign Manager (LCM) • LCM works with internal United Way committee to strategize • Separate meeting for company leaders is held • Clear, specific leadership ask is made for gift of $1,200 or more

  3. “Best Practices” • Specific internal Leadership Giving campaign goal • Special recognition of leadership donors • Special event for leadership donors and prospects • Leadership speaker to speak at leadership campaign • Senior level management involved • CEO = leadership donor

  4. Leadership Campaign Event template • Welcome LCM • Comments/Endorsement CEO • Campaign video • Speaker/Testimonial Employee and/or Leadership Speaker • Solicit contributions LCM/Leadership Speaker • Closing LCM

  5. Other “secrets”: • Provide FOOD • Share the Leadership Book…maybe a sense of competition??? • Provide a compelling story • Collect pledge forms as people leave leadership event • Follow-up • SAY THANK YOU!

  6. Pitfalls to avoid • Forgetting to make a specific ask for $1,200 or more • Not having CEO involved • Not handing out pledge forms during meeting and collecting as people leave • Not inviting the right people

  7. Some examples of great leadership campaigns: • UMB – YLS leadership event at Boulevard Brewery with special presentation from CEO • GE Energy – Leadership breakfast event at UW agency • Husch & Eppenberger – Happy Hour for all young attorneys and provided a challenge match for new leadership donors.

  8. LEADERSHIP CAMPAIGN RESOURCES REQUEST A LEADERSHIP GIVING SPEAKER LEADERSHIP GIVING INFORMATION LEADERSHIP PLEDGE FORM YOUNG LEADERS SOCIETY APPLICATION Step 2.

  9. LEADERSHIP CAMPAIGN RESOURCES COMMUNICATION TOOLS: LEADERSHIP CIRCLE BROCHURE YOUNG LEADERS SOCIETY INFORMATION LEADERSHIP CAMPAIGN MANAGERS ROLE DESCRIPTION THE LEGACY SOCIETY HEALTHY, WEALTHY and WISE FLYER Step 2.

  10. Help is just a click away! • www.unitedwaygkc.org • cindyatkins@uwgkc.org

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