2016 Community Campaign Internal Coordinator Training. United Way of the Brazos Valley

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1 2016 Community Campaign Internal Coordinator Training United Way of the Brazos Valley

2 Agenda Welcome and Introductions United Way 101 Partner Agency Speaker Community Campaign Basics Preparing for YOUR Campaign Mock Campaign Rally Next Steps Wrap Up

3 United Way Contacts Alison Prince President & CEO x101 Eleesha Blackwell Director of Resource Development x118 Lindsey LeBlanc VP of Community Impact x120

4 United Way 101

5 Our Mission Statement: The United Way of the Brazos Valley brings the community together and finds solutions that change lives by advancing Education, Financial Stability and Health.

6 The One Thing

7 2020 Regional Bold Goals Education Prepare youth for educational success. 20,000 babies born will receive a book in the first year. 75% of 3 rd Graders will meet state reading standard. 93% of youth will graduate high school within 4 years. Financial Stability Empower individuals and families towards financial stability. Transition 5,000 people out of poverty. The Brazos Valley labor force participates at the same rate as the State of Texas. Health Maximize health and well-being across the Brazos Valley. 70% of residents report having a medical check-up in the past year. 50,000 residents of the Brazos Valley receive preventative health and safety services.

8 Understanding United Way s Approach Focuses on key community issues Invests in programs to impact these issues Partners with agencies and community supporters Creates needle-moving community change Financial Stability Education Health

9 Building a Stronger Community Through Your Investment 1) Community Impact Grants: financial support to programs demonstrating measurable impacts in the areas of Education, Financial Stability and Health. 2) Investment Initiatives: collaborative programs to address specific needs.

10 How United Way LIVES UNITED Investing to Strengthen Our Community Community Impact Grants: Community volunteer led grant review process 1) Request for proposals, 2) Internal Administrative Review, 3) Panel Member Independent Review, 4) Site Visit, 5) Award Process Results: 20 Programs Impacting Education, Financial Stability and Health Investing over $700,000 over two year grant period

11 How United Way LIVES UNITED. Investing to Strengthen Our Community Community Investments: 1) Texas: (Collaborative with Texas Health and Human Services Commission) Free information and referral line answered 24-hours a day, connecting residents in need to community resources. 2) Financial Stability Innovation Fund: (Collaborative with local banks and nonprofit organizations) New grant fund available in 2016 to build the capacity of case managers for financial coaching best practices. 3) VolunteerBrazosValley.org: The only regional volunteer connection point promoting volunteerism as a means of fostering citizen involvement. 4) Youth Leadership Cabinet: (Collaborative with Bryan ISD, College Station ISD and Allen Academy) Passionate high-school aged youth united to lead the way volunteering, raising funds and serving the Brazos Valley.

12 Community Investments 2015 Community Campaign Pledge Total: $656,000 Less 12% Pledge Uncollectable: Remaining Balance for Community Investment : -$77,000 $579,000

13 2016 Investment of Funds Community Investment Strategy

14 Your Investment in Action Lynn Yeager, Prenatal Clinic Cary Baker, Scotty s House

15 Break

16 The Basics of Community Campaign

17 Community Campaign Allows any employee to engage in philanthropic giving, no matter the size of the gift General Timeline: September 1 March 31: Community Campaign (Pledge Period) Fall Months: Emphasis on Campaign Spring (April): Companies report results to UWBV Jan Dec: Collection/Payment of Pledges UWBV works with 140 companies to run Employee Workplace Campaigns Employees invests a portion of every paycheck (through payroll deduction) in our community (more details to come).

18 What is a United Way Workplace Campaign? Workplace Campaigns look different dependent upon each company. The key to being successful is a natural integration of United Way into the culture of the workplace. Campaigns are meant to be more than a transaction, they meant to be a part of engagement

19 Your Role as an Internal Coordinator Objective: To encourage co-workers to participate in creating community impact by planning, coordinating, and implementing a successful United Way workplace campaign. Responsibilities: - Recruit an enthusiastic committee - Work closely with United Way staff to plan and coordinate - Promote the campaign and implement best practices - Invite EVERYONE in the company to give - Thank donors and volunteers

20 Preparing for Your Workplace Campaign

21 Your Resources and Campaign Toolbox

22 Five Simple Steps for Success 1. Affirm Top Management Support 2. Recruit a Campaign Committee 3. Develop a Plan 4. Implement the Plan 5. Celebrate and Thank

23 1 Affirm Top Management Support Start at the Top A public endorsement from you CEO and Leadership team will drive your campaign to success. GIVING IS CONTAGIOUS. Gain approval for recruiting a campaign committee and holding campaign meetings and activities on company time Ask for visible support from company leadership during the campaign Personal letters or s of support, participating in Campaign events, thanking contributors View sample communications at Discuss strategies for corporate support, i.e. corporate gift/match

24 2 Recruit a Campaign Team Rally Your Champions Experience shows that most successful campaigns engage an entire committee. You don t have to do all the work alone! Speak with previous Internal Coordinators to find out which committee members you might include Invite people that will champion the cause and bring innovative and new ideas Assign and share roles (Leadership Giving, Rallies, Fundraisers, etc.)

25 3 Develop a Campaign Plan What Works for YOUR Company? Not all companies are created equal and neither should their campaigns! Determine the means of pledging best suited to your company Traditional versus Non-Traditional Evaluate past results and identify areas where potential for increases may exist Dollars raised, participation rate, etc. Then, set a campaign goal that focuses on these areas

26 Types of Campaigns Traditional Designated campaign period Payroll deductions Campaign rallies Non-Traditional Fundraisers Departmental challenges Commission-based giving Online and mobile giving campaigns

27 3 Develop a Campaign Plan What Works for YOUR Company? Not all companies are created equal and neither should their Campaigns! Determine the means of pledging best suited to your company Traditional versus Non-Traditional Opportunities for volunteerism during campaign Evaluate past results and identify areas where potential for increases may exist Dollars raised, participation rate, etc. Then, set a campaign goal that focuses on these areas

28 3 Develop a Campaign Plan Engaging your Employees By engaging employees in more ways than giving your can strengthen previous support and engage new supporters to help change lives in the Brazos Valley. GIVE Recruit donors Retain donors Grow Donors ADVOCATE Encourage your employees to Live United and share their voice alongside hundreds of other. VOLUNTEER Host a Baby Bundles on the Run Drive Participate in Day of Action Encourage employees to register with volunteerbrazosvalley.org

29 3 Develop a Campaign Plan Establish a Timeline A Campaign can take anywhere from 3-8 weeks to prepare for, so plan accordingly! Use the Campaign Checklist in the Internal Coordinator Guide Invite a United Way representative to your campaign planning meetings to answer questions and offer ideas Outline campaign activities and determine which team members will be responsible for implementing them

30 4 Implement Your Plan Promote the Campaign Communication and promotion are the keys to reaching your fundraising goal. Utilize United Way communication resources online. Timeline to Promote a Campaign Before: Raise awareness of upcoming campaign During: How to pledge UWBV facts and impact information Advertise incentives or matching corporate gifts After: Highlight campaign results Thank donors for contribution

31 4 Implement Your Plan Kicking Off Your Campaign A kick-off event for campaign is a great way to create a team environment and sets the tone for the campaign. A kick-off event is an opportunity to: Tell employees how their contributions change lives Give employees an opportunity to hear more about United Way Inform employees about how the campaign operates in the company Thank employees for investing in United Way s work Answer questions

32 4 Implement Your Plan Educating Your Employees Educating the broadest sector of employees about the work of the United Way is key to a successful campaign. Utilize UWBV branded materials to share the impact that United Way is making Make sure employees know their contributions are raised locally and are invested locally Invite a United Way representative and/or a Partner Agency speaker to come and speak with your employees Visit to make your request

33 4 Implement Your Plan Making the Ask One of the major reasons people do not invest in United Way is because no one has personally asked them. Include everyone Start at the top ask leadership to set the example Include everyone, off-site and remote employees Be direct Communicate the community s need Inform them of the benefits of giving (e.g. speaker) Make a direct ask of support Thank employees for their participation

34 5 Celebrate and Thank Publicize The Impact You can never thank people too much and it is the best way to ensure their long-term support. President and CEO sends a thank you letter to all employees announcing campaign results Remind donors that they have helped United Way make meaningful change in the community Report Results Ensure all pledges are turned in and collect payment for those making one-time gifts Complete a Campaign Report Envelope Keep a copy for your files before sending a copy to United Way

35 The Campaign Rally

36 The Campaign Rally

37 Next Steps for Internal Coordinators

38 Getting Started Reach out to UWBV to: Update your company s Campaign information Schedule your Campaign Communicate your goal(s) Provide company data (employee counts, branch information, contacts, etc.) Request a Campaign Rally speaker Receive Campaign materials

39 Questions?

40 Additional Resources

41 United Way Contacts Alison Prince President & CEO x101 Eleesha Blackwell Director of Resource Development x118 Lindsey LeBlanc VP of Community Impact x120

42 United Way Insights: Dollars stay LOCAL Programs are funded across 7 counties Brazos, Burleson, Grimes, Leon, Madison, Robertson, and Washington United Way helps you INVEST in measurable change Every individual and company makes a difference with any size gift!

43 Community Profile Seven-County Brazos Valley Population: 335,237 Over 5,500 square miles Average Median Household Income: $42,799 Average Median Home Value: $105, % receiving unemployment benefits

44 Community Impact Insights: Health: 22.5% of Brazos Valley living in Food Deserts versus 17.5% of Texas Financial Stability: Housing cost burdened households: 20.1% across the Brazos Valley versus 22.9% for Texas Foreclosure rate: 4.2% across seven counties compared to 3.6% in Texas (highest in Burleson and Madison Counties) Education: High school drop out rate: 12.2% in Brazos County compared to 6.6% in Texas