CAMPAIGN TEAM GUIDE 2018

Transcription

1 CAMPAIGN TEAM GUIDE 2018 ARE YOU AN AMBASSADOR, AN ORGANIZER, A MOTIVATOR, OR A STORYTELLER? We need you on our team! After all, we can do so much more when we do it together.

2 Help us bring the work of Trident United Way to life in board rooms, break rooms, at luncheons and leadership meetings, in conversations with colleagues and with campaign activities of all kinds. As part of your company s Trident United Way campaign team, you ll educate your peers about Trident United Way and inspire them to invest in what matters. Inside you ll find five easy steps to help you make a big difference. WELCOME TO THE TRIDENT UNITED WAY TEAM! GIVE ENGAGE

3 WHAT WE DO

4 RUNNING YOUR CAMPAIGN 5 STEPS TO RUNNING A SUCCESSFUL CAMPAIGN 1. ENERGIZE 2. INSPIRE 3. ENGAGE 4. ASK 5. THANK

5 ENERGIZE 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. Start thinking about leadership strategy. Kick off the campaign with a company-wide from the CEO (ask your Relationship Manager to send you an example!) DEVELOP CAMPAIGN STRATEGY 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. Set goals for your company campaign. RECRUIT YOUR TEAM Before your campaign kickoff, build a diverse team from all departments to help plan and track events.

6 INSPIRE HOST A CAMPAIGN KICKOFF Employee meetings or rallies are the most effective way to reach all employees and encourage them to invest in Trident United Way. Rallies can take as little as 10 minutes. Be sure to invite your Trident United Way Relationship Manager to attend. Distribute brochures and pledge cards as employees arrive. Ask a colleague who has benefited from a Trident United Way program to share their experiences. Ask your CEO to attend and publicly endorse the campaign. Show a Trident United Way video that demonstrates how the organization 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 Trident United Way s work, including: Videos Posters PowerPoint presentations Sample templates Brochures Find campaign items here: tuw.org/campaign-materials

7 ENGAGE Ideas and Examples: EDUCATE COLLEAGUES As the ambassador for Trident United Way, you can help your colleagues understand the value of their gift. Check out the impact reports available on the Trident United Way Website and use the following tips to share our work: Consider updating employees on Trident United Way work throughout the year. Use your company s internal communication tools to spread the Trident United Way message. Encourage colleagues to follow us on Facebook, Twitter and LinkedIn to stay updated. Sign up for quarterly newsletter at tuw.org/enewsletter Send quarterly volunteer calendar to employees. tuw.org/engagementcalendar Invite employees to participate in a Poverty Simulation. LEADERSHIP GIVING Identify executives and/or employees giving $500 or more. There are several strategies to enhance their giving experience through Step-Up programs or affinity group engagements: Hold a raffle to incentivize for those who increase their gifts by a set percentage or dollarper-week amount. Ask retirees to make a Planned Gift. Set an average gift goal for your company and incorporate an incentive. Hold a special leadership solicitation/recognition event at the beginning of campaign. INCENTIVIZE GIVING There are several ways to energize your campaign and increase participation: Set participation rate as a company goal. Hold a raffle for everyone who donates via payroll deduction (prime parking spots, days off, gift cards, etc.). Hold competitions between stores, branches, locations, and/or departments based on participation rate. Offer a casual dress day to everyone who donates. Offer an opportunity to win Trident United Way swag. Host a wrap-up party and thank everyone who participated.

8 ASK GIVE EVERYONE THE OPPORTUNITY TO GIVE The number (1) reason people do not give is because they are not asked! Trident United Way believes that giving is a personal decision. Make sure that everyone has the opportunity to give by supplying information about how Trident 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. Making the ask: Personally At campaign events At staff meetings At leadership events Via and social media WAYS TO GIVE Trident United Way wants to make it easy to give. Payroll deduction (the easiest way to give) Cash/check Credit card Direct billing Stock donation Interested in automating your campaign? Ask your Trident United Way Relationship Manager about epledge, our complimentary electronic campaign software.

9 THANK 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 Trident United Way Relationship Manager. Publicize campaign results throughout the organization, during and after the campaign. Track contributions by asking all employees to return pledge cards to you (even if they do not make a gift). Make sure that pledge cards are filled out and signed and that the total amounts are accurate. Give completed report envelopes, including signed pledge forms and raffle tickets, to your Trident United Way Relationship Manager. SAY THANK YOU! It is just as important to officially close the campaign and thank people as it is to begin the campaign. Thank employees for their participation, time and support individually through a CEO recognition letter. Recognize your team and others who volunteered their time. Publicize your results via , voic , intranet, newsletters, social media, etc. Celebrate your success. Host a company-wide Thank You event. Turnover/flip the Trident United Way posters that have thank you message and statistics about impact on the back.

10 VOLUNTEER

11 INVEST AFFINITY GROUPS: WOMEN UNITED: Trident United Way Women United (WU) is an engaged network of philanthropic leaders committed to improving education, financial stability and health in our region through giving, advocacy and volunteerism. AFRICAN-AMERICAN LEADERSHIP COUNCIL: Trident United Way African-American Leadership Council (AALC) is a network of black and minority leaders in the community working to create bold community change in education, financial stability and health throughout the Tri- County region. YOUNG PHILANTHROPISTS SOCIETY: Trident United Way Young Philanthropists Society (YPS) is a network of leaders ages 40 and under who are committed to improving education, financial stability and health in our community through giving, volunteerism and advocacy. GIVING SOCIETIES: TRIDENT UNITED WAY PALMETTO SOCIETY: The Trident United Way Palmetto Society recognizes donors who give $1,000-$9,999 annually to Trident United Way. Nearly 1,500 members strong, the Trident United Way Palmetto Society accounts for 25% of all Trident United Way giving in Berkeley, Charleston and Dorchester counties. Trident United Way Palmetto Society members set a standard of charitable giving in our community and motivate others to contribute at a leadership level to Trident United Way. ALEXIS DE TOCQUEVILLE SOCIETY: The Trident United Way Tocqueville Society is a worldwide network of extraordinary community leaders and philanthropists who invest $10,000 or more annually through their local United Ways. At Trident United Way, our members demonstrate a deep commitment to making a tangible difference in the lives of children, young people and families in the Tri-County area.

12 CAMPAIGN CHECKLIST DUE DATE PLAN Meet with your Trident United Way representative and begin planning your campaign / / Attend the Employee Campaign Coordinator best practices training / / Go to for ideas and sample materials / / Establish campaign goals such as dollar amount and participation percentage / / GEAR UP Recruit and train your campaign team; establish a timeline. / / Begin campaign promotion / / Secure a corporate gift or corporate match commitment / / Send a message from management to employees / / Order campaign supplies and prepare campaign materials / / Prepare a spreadsheet template for your e-pledge campaign (optional) / / RUN Conduct a leadership meeting to kick off the campaign / / Hand out pledge forms and/or information about online giving to employees / / Send follow-up s and offer incentives to keep enthusiasm high / / Hold meetings and education sessions about Trident United Way s work, while offering / / incentives to employees CLOSE Send a reminder that the campaign is concluding and pledge forms are needed / / Collect and double-check pledge forms are complete: yellow to individual/employer, / / white to Trident United Way Complete envelope with white copy of pledge forms; contact relationship manager to / / submit to Trident United Way Submit contribution forms and final reports/data to your payroll department / / Announce results to your employees and thank them with a celebration event, letter, , etc. / / Thank your campaign team, leadership contributors and other special groups / / Change/flip the Trident United Way campaign posters to display thank you message / / Gather feedback and notes for next year / / YEAR-ROUND ENGAGEMENT Provide regular updates on Trident United Way s work and sign up on tuw.org for newsletter in / / your inbox Include Trident United Way s feature success stories in your company newsletter / / Host a team meeting offsite: include an agency tour, poverty simulation or guest speaker / / Contact Trident United Way for help finding volunteer opportunities that are the right match / / for your employees Send quarterly volunteer engagement calendar to employees / / Invite your Trident United Way Relationship Manager to speak at additional meetings year-round / /

13 TALKING POINTS Helpful information for when talking to your employees about Trident United Way. What we do Improve Systems- We know that we are better together and that s why we offer infrastructure supports that helps us work with our funded partners, community agencies and faith-based organizations to increase support and reduce duplication of services. CharityTracker is one example of these supports, which we provide for free to our partners in the community 298 partner organizations to be exact! In , organizations using CharityTracker were able to assist 15,263 households (30,905 individuals) with more than $1 Million ($1,267,416) in monetary assistance! (2018 Impact Report p.3) Build Capacity- Trident United Way builds capacity among our funded partners and other community agencies through technology like The Benefit Bank and CharityTracker, or through our AmeriCorps Program. TUW manages 17 AmeriCorps members who provide financial stability services at 10 partner agencies and 12 elementary schools. They recorded more than 18,000 service hours (18,013) in the fiscal year. Funded Partners- We are currently providing financial support to 22 community agencies that are working to make measurable differences in education, financial stability and health in the Tri-County area. These agencies made up our three-year program investments funding cycle from We are currently working on the vision process for our next three-year funding process and will begin accepting applications in early Additionally, we have provided smaller, time-limited grants to 14 agencies, including several first-time awardees. (2018 Impact Report p. 11, 13) Education Schools- This past year a total of 12 schools in our four local school districts participated in TUW s Tri-County Reading by Third Project. This three-year pilot program focuses on bringing innovative teacher training to pre-k through second grade classrooms to raise early childhood literacy rates. Approximately 1,100 students were impact in the inaugural year and the program will be expanding in the second year. (2018 Impact Report, p. 5) Literacy- Studies show us that reading on grade level by third grade is a leading indicator of high school graduation and later academic success. Only 48% of third graders met grade-level standards in reading last year. Trident United Way launched the Tri-County Reading By Third Project to provide innovative teacher training to pilot classrooms in pre-kindergarten through second grade in all four local school districts. This is a three-year initiative but we re already hearing positive reports from teachers. (Tri-County Cradle to Career Regional Education Report Chapter 4, p. 5) Financial Stability ,122 calls from the Tri-County area were answered in the fiscal year. Callers interact with professionallytrained intervention specialists who can be supportive listeners. They offered 32,800 referrals to local community resources to callers in the fiscal year. The most frequent call is people looking for help with utilities. If you or someone you know is looking for help, encourage them to dial 2-1-1, visit sc211.org or download the app on their smartphone (2018 Impact Report p. 3; 2018 CEO Casebook p. 2) Prosperity Centers 1,963 people received a total of 5,062 financial stability services in the Berkeley and Dorchester Prosperity Centers in the fiscal year. The Prosperity Centers are a collaboration of nonprofit agencies led by Trident United Way that offers free services for adults, seniors and veterans seeking financial stability. These services include tax preparation, job search assistance and money management classes. 23% of services were based around basic needs and stabilization in while nearly half (48%) were centered on increasing income and savings and gaining assets. The Prosperity Center is designed to meet people where they are on their journey to financial stability. (2018 Impact Report p. 6; 2018 CEO Casebook p. 3) Veterans Services Veterans served us and now it s time we serve and support them. The Prosperity Centers help veterans register for medical records, apply for the GI grant and connect them to other veteran programs in the area through partnerships with veteran s service providers. Health Trident United Way formally launched the Healthy Tri-County initiative alongside Roper St. Francis Healthcare and MUSC in January of It has grown to more than 52 formal organizational members and is currently working on developing the Tri-County Health Improvement Plan, which will be released in the fall and serve as a five-year roadmap to the Tri- County on how to improve health outcomes for everyone. (2018 Impact Report, p. 9)

14 CONNECT WITH Trident United Way Your Trident United Way Relationship Manager is available to you year-round to help make your campaign success! My Relationship Manager Is: Contact Information:

15 Trident United Way 6296 Rivers Avenue North Charleston, SC (843) l Tax ID#: