Campaign Chair Handbook

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1 Campaign Chair Handbook

2 Dear Mile High United Way Campaign Chair, Thank you so much for your willingness to serve as a Campaign Chair for Mile High United Way. We are truly grateful. Your role as a Campaign Chair is critical; because of you, we raise more than $34 million dollars annually that we are able to invest in critical programs and services in our community. Every bit of your energy and inspiration makes an enormous difference in building pathways to a better future for so many in Metro Denver. You are a part of a large group of campaign leaders all working to engage your companies in meaningful ways so people are inspired to GIVE, ADVOCATE, and VOLUNTEER. The magnitude of your indivudal work multiplies when you realize we are all working together. Mile High United Way staff is here to help you and is available to support you during every step of your campaign. I hope you will refer to this Campaign Chairs Handbook often. It contains helpful best practices, new strategies, sample tools, and much more. Also be sure to visit unitedwaydenver.org for additional information. Every effort you make this year is combined with the efforts of hundreds of others who are working on their campaigns. Together we can all Live United! Thank you for all you do to create a successful campaign for Mile High United Way! Sincerely, Christine Benero President and CEO, Mile High United Way 2

3 Table of Contents Campaign Overview Why Mile High United Way..5-6 Initiative Key Messages 7-8 Glossary..8-9 How to Run a Great Campaign Steps to a Successful Campaign Employee Giving Campaign Checklist! Step 1: Develop a Plan Step 2: Develop Goals and Measurable Objectives Step 3: Educate & Engage Step 4: Create the Right ASK for Your Company Step 5: Say Thank You and Say it Often Step 6: Remit: Wrap-Up your Campaign Corporate Volunteerism Messages, Events, & More Sample Solicitations Key Messaging Your Gift at Work Campaign Events Ideas Donor Relations Staff Directory Campaign Collateral Affinity Groups & Giving Communities Mile High United Way Program Fact Sheets Technical Assistance

4 Campaign Overview Today, thanks to Mile High United Way s partnership and support of Mountain Resource Center and Adrianne, Jared reads at second grade level at the top of his class- well on his way to reading at or above grade level by the end of third grade. His little sister, Janette, is in a reading group in her kindergarten. 4

5 Why Mile High United Way? Mile High United Way pushes relentlessly toward our goal to change lives and transform communities. Our focus is driven and constant with purpose and passion. We focus on three initiatives to support people throughout the continuum of their lives, annually partnering with more than 1,400 nonprofit agencies across the state. We believe: All children should be ready for school and reading at grade level or beyond by the end of third grade. All young people should succeed in school and graduate from high school ready for college or work. All individuals and families should be afforded the opportunity to move toward economic selfsufficiency. Mile High United Way creates social change to advance the common good by addressing our communities most pressing needs. We achieve change by investing in programs in three initiative areas: School Readiness, Youth Success and Adult Self-Sufficiency. School Readiness: 16,000 Colorado third graders are not reading at grade level.* Last year, we supported 45 childhood education nonprofit partners serving 100,000 children and have partnered with 10 statewide programs through the Social Innovation Fund to serve 24,000 additional children 0 to 8 years old. Youth Success: In Metro Denver, 31% of high school seniors did not graduate last year; in Denver County that number jumps to 48%.** Last year, more than 9,000 kids had access to quality and safe after-school programs where they received mentoring, academic support, and access to sports, technology, leadership and arts activities. More than 11,000 high-risk, middle and high school students stayed in school, instead of dropping out. Adult Self-Sufficiency: More than 280,000 children, women and men in the Denver Metro area still live in poverty.*** Last year, more than 43,000 nights of shelter were made available for homeless men, women and children. We provided information and support to over 150,000 Coloradans who called our Call Center for help. 389 adults, who earlier in life dropped out of school, went back and earned a GED or High School Diploma. *2011 CSAP Colorado Dept. of Education **2010 Colorado Children s Campaign Kid s Count ***American Community Survey

6 Did you know? In 2013, Mile High United raised more than $34 million of which 84 cents of every dollar donated was directly invested in the community. This exceeds the Better Business Bureau guidelines that suggest 65% of total expenses for charitable organizations are spent on program activities. Mile High United Way is large enough to be able to offer not only funding, but also technical assistance (evaluation and program quality improvement) that increases the capacity of hundreds of nonprofits. We provide client referrals to more than 11,000 nonprofit programs across the Metro Denver area, connecting people with the resources they need most. Our community s challenges are bigger than any one organization can solve alone. We are uniquely positioned at the intersection of public, private, philanthropic and nonprofit sectors, the only organization that can lead collective impact for our community. We operate effectively and efficiently, continually improving programs and nonprofit organizations. Your donation creates positive change in Adams, Arapahoe, Douglas, Denver, and Jefferson counties. Some other things to celebrate! In 2012 Mile High United Way accomplished the following: 6

7 Commonly Asked Questions Get the Facts about United Way! Q: I have a tight budget, does a small gift even make a difference? A: Absolutely! Every gift big or small makes a significant difference in the community. For example, When you GIVE $1 per week the cost of downloading a song you can provide five nutritious meals for a family of four. When you GIVE $3 per week the cost of a quart of milk you can provide free tax assistance for give working families, resulting in over $2,000 in tax refunds returned to each family to help them with basic needs like food and shelter. When you GIVE $15 per week the cost of a paperback you can provide one month of high-quality childcare for a child, ensuring kindergarten readiness. Q: What does Mile High United Way s annual operating budget look like? A: Take a look at Operating costs sit at 16% of our overall operating budget. We are incredibly proud that we continue to maintain operating costs well below the Better Business Bureau requirement for nonprofit organizations (35% maximum). Learn more about the BBB Wise Giving Alliance Standards for Charity Accountability here: Q: How much of my gift makes it to the nonprofit I select? How do the funds get paid out? A: If you make a contribution directly to Mile High United Way, for our use in our community, 100% of your contribution goes to community programs. If you designate your contribution to your agency of choice, a minimum of 85 cents of every dollar goes directly to that agency. Mile High United Way keeps a maximum of 15%, capped at $450, per contribution in order to cover processing costs. The processing costs associated with your gift depend on how you give, how many designations you have, and how we are set up to pay the nonprofit you have selected. Mile High United Way pays out funds at the end of every month or, if the amount to be paid to a nonprofit is less than $250 (collectively, from all donors), the payout will occur at the end of June or December, whichever comes first. Q: What s so special about Mile High United Way? A: Mile High United Way changes lives and transforms communities in three key areas: School Readiness, ensuring all children are reading at grade level or beyond by the end of third grade; Youth Success, ensuring all young people succeed in school and graduate from high school ready for college or work; and Adult Self- Sufficiency, ensuring that all individuals and families are afforded the opportunity to be economically selfsufficient. We form the collaborative intersection of the public, philanthropic, nonprofit, and private sectors enabling us to move the needle in the key areas of School Readiness, Youth Success, and Adult Self- Sufficiency and we could not do it without you! Q: Fun Fact Which popular family board game holds the history of Mile High United Way? A: Have you ever landed on the Community Chest space on the Monopoly game board? Mile High United Way, right here in Denver, Colorado, is proud to be the first United Way in the world founded on October 16, Prior to the name, United Way, the organization went through various name changes, one of which was The Community Chest. United Way is the history behind the Community Chest space on the Monopoly board; it is fitting then, that when you land on this space, you receive much needed help! 7

8 Mile High United Way Glossary Name Abbreviation Description Donor Relations Representative DRR Staff contact for your company within Mile High United Way Ambassador High level fundraising volunteer involved with an affinity group Affinity Group Group of high-level fundrasing volunteers Emerging Leaders Council ELC Mile High United Way s young professionals network Women United WU Mile High United Way s Giving Community for women that contribte $1,000 or more annually Tocqueville Ambassador Tocque/Toc Individual who contributes $10,000 or more annually and serves as an advocate for the Tocqueville Society. Women of Tocqueville WoT Mile High United Way s Giving Community for women whose family contributes $10,000 or more annually. Campaign Chair Individual who leads the workplace giving campaign at their company. Campaign Chairs Council CCC Volunteer group of Campaign Chairs that exists to better serve the needs of corporate and employee campaign leaders. Legacy Giving Mile High United Way Led Program Individual Development Account IDA The opportunity to make a gift to Mile High United Way through a planned gift (ie: bequest, will, estate plan, life insurance, etc.) A program which is operated by Mile High United Way staff, rather than a non-profit partner. A 4:1 matching program in which individuals can start a savings account to save for a business, education, or a home. This is a Mile High United Way Led program. Bridging the Gap BTG A Mile High United Way led program that supports youth transitioning from the Fostercare System to adulthood. Social Innocation Fund SIF Mile High United Way received a two-year award (likely five years of possible funding) totaling $1.8 million each year to invest in organizations improving literacy rates. 211 call center 211 A resource line that connects individuals in need with more than 11,000 agencies in the community. A Mile High United Way led program. Child Care Contribution Credit CCCC A 50% tax credit donors are eligible to receive on their state income taxes when they invest in early-childhood education. See Donor Relations lead for specific tax credit details Denver Enterprise Zone Tax DEZ A 25% tax credit donors are eligible to receive on 8

9 Credit Impact Investment Partners Campaign Committee Campaign Advocates Year Round Engagement their state income tax by contributing to the economic self-sufficiency of individuals. See Donor Relations lead for specific tax credit details 117 non-profit partners that applied and received funding from Mile High United Way through the Request for proposals process. Receive funding on a 3-year cycle. Volunteer committee within a workplace giving campaign to help support campaign activities and the Campaign Chair. Individuals from within different departments of a company that will help to promote the workplace giving campaign. Opportunities for employees to stay engaged with Mile High United Way outside of the workplace giving campaign. Ideas include volunteerism, informational reports, etc. Colorado Combined Campaign CCC State employees giving campaign. Mile High United Way has the contract to manage the campaign. Denver Employees Combined Campaign Giving Communities DECC City employees giving campaign. Mile High United Way has the contract to manage the campaign. Communities for people that give at a particular level. Include networking, professional development, and volunteer opportunities. Principal - Donors giving $100,000+ annually Champion - Donors giving $25,000 - $99,999 annually Summit - Donors giving $15,000 - $24,999 annually Tocqueville - Donors giving $10,000-$14,999 annually Leadership - Donors giving $1,000-$9,999 annually Household - Donors giving $1-$999 annually 9

10 How to Run a Great Campaign This handbook includes a lot of information on how to run a great campaign and what are best practices taken from fellow Campaign Coordinators and exeprts on our United Way team. Follow the simple steps in the handbook to ensure: 1 You ll enjoy your role as Campaign Chair. You not only can successful raise money to get kids reading, help youth graduate, and ensure all adults are afforded the opportunity to be economically self-sufficient, but you ll have fun doing it and stand out as a leader. 2 Your employees will understand how they can make a difference by participating. People like to get involved in helping the community, and with your Workplace Campaign, they can have fun at the same time. 3 Your corporation will get the most out of its partnership with United Way. Whether you have an official corporate social responsibilkity policy or not, your company will shine in giving back to the community. And remember Mile High United Way Staff is here to Help You! Remember, you are not alone in running your campaign. Mile High United Way staff is available to help you if you have questions, need information, or need help with your campaign. Who at Mile High United Way can help you run a successful campaign? Donor Relations Representative This will be your main point of contact for the campaign. They can help you plan, set goals, execute, and wrap-up your campaign. If you do not know who your Donor Relations Representative is please contact Liz Toohey at liz.toohey@unitedwaydenver.org. Campaign Representatives Seasonal support staff that assist with all campaign needs, including pick-up and drop-offs, presentations, campaign events, and much more. Leadership Coordinator Staff that work directly with leadership donors (ie: individuals who donate $1,000 or more annually) to steward those relationships. They can assist with implementing a leadership giving strategy for your campaign and integrating donors into already existing leadership donor events and opportunities. Tocqueville Manager Staff that work directly with Tocqueville donors (ie: individuals who donate $10,000 or more annualy) in an effort to steward those relationships. They can help you implement a Tocqueville giving strategy for your campaign. 10

11 6 Steps to a Successful Campaign "I've had a lot of people in my corner." - De Ron Davis 11

12 Employee Campaign - Campaign Chair Check-List PLAN Meet with your United Way Donor Relations Representative and begin planning your campaign Attend Mile High United Way Campaign Chair Training Go to for ideas and sample materials Secure CEO and senior management support Establish campaign goals like dollar amount and participation percentage GEAR UP Recruit and train your campaign team Work with your DRL to establish timeline for campaign activities Begin campaign promotion with a thank you/recap from previous year Send letter from management to all employees (ask DRL for sample) Order campaign supplies and prepare any customized materials your company wants If applicable, update your online pledge site and/or intranet add UW program info RUN Conduct a pacesetter campaign for current or potential leadership donors Host a campaign kick-off event with UW Staff and Agency Speaker Host an off-site volunteer event to engage employees and teams Hand out pledge forms and send information about online giving tool Hold meetings and fundraising events with all departments. See ideas in appendix. Give employees opportunities to learn more with volunteer events and agency speakers CLOSE Send a reminder that your campaign is concluding and pledge forms need to be turned in Collect pledge forms Submit contribution forms and final reports to your payroll department Announce campaign results to all employees Thank employees with a celebration event, letter, , etc. Thank the campaign committee, leadership contributors and other special groups Gather feedback and notes for next year and schedule debrief with Donor Relations Lead Choose a Campaign Coordinator, set next year s kick-off, and develop year-round engagement calendar Due Date / / / / / / / / / / Due Date / / / / / / / / / / / / Due Date / / / / / / / / / / / / Due Date / / / / / / / / / / / / / / / / 12

13 Step 1: Develop a Plan Start planning three months before the start date of your campaign. Here are three easy steps to help you create a solid plan: 1. Engage your CEO and Senior Executives When your CEO and senior management support the campaign and take part in activities, employee participation increases, setting the stage for increased contributions at every level. Tips: Ask your CEO to approve the campaign timeframe and authorize use of organizational funds and work time for campaign activities and committee meetings. Define expectations for management and encourage them to visibly support the campaign by: o Attending events o Speaking at meetings o voic or intranet message. o Endorsing the campaign through personal messages via , letter, Be one of the first individuals to invest through the campaign Bill Sullivan & Michael Burns, Colorado State Bank & Trust 2. Recruit a Campaign Committee Don t try to run your campaign by yourself! Make sure to recruit other enthusiastic and resourceful employees to help with the campaign. Tips: Work with management for suggestions of employees who would be a good fit for your campaign committee. Personally ask the volunteers and provide clear expectations, including a job description and time commitment. Stick to a 1:20 ratio of campaign committee members to employees. Make sure all areas of your organization are represented by enlisting members from your key departments. Who Should I Recruit? Leadership Giving Chair: educates employees about giving at the leaderhip level ($100+) Executive Sponsor: senior staff membber or CEO who will endorse the campaign Campaign Chair: leader of your campaign, works side-by-side with your UW Staff 13

14 Vice Chair: assists the campaign chair, ideally next year s chair Communications Lead: coordinates all campaign-related communications Volunteer Lead: coordinates and promotes all volunteer-related activities Events Lead: provides support to execute campaign events 3. Develop a Timeline, Checklist, and Theme Timelines and checklists are meant to encourage ambassadors and committee members to try new practices and create greater efficiencies for your campaign. The following example illustrates a basic and general overview of a communications timeline Time Three months (prior to campaign) Two months Two months Seven weeks Six weeks Four Weeks Two weeks One week Topic Schedule meeting with Donor Relations Representative Attend the Campaign Chairs Training Thank you and previous year s results Campaign planning meeting with DRL Profiles of campaign leaders and volunteer opportunties Stories featuring School Readiness, Youth Success and Adult Self- Sufficiency on website CEO Message including campaign participation goals and events Pledge instructions and donor files. Options for Processing Your Campaign There are a number of ways to run your campaign and allow employees to make a payroll deduction gift. eway Mile High United Way is able to offer eway, a complimentary online tool to allow employees to make a payroll deduction or one-time gift during the campaign. eway campaigns are encouraged for companies with 35 or more employees. Work with your Donor Relations Representative to follow the below steps in order to set-up an eway site: 4-6 weeks before kick-off Website Review, Changes submitted 3 weeks before kick-off Donor File to Mile High United Way 2 weeks before kick-off Final review of website with demo donor Final changes to welcome page Final changes to kick-off text 1 week before kick-off Final sign off on website Test kick-off sent New hire file to MHUW Campaign Start Date Kick-off automatically sent to all employees 14

15 Paper Pledge forms If your company does not want to utilize the online tool, we would be happy to provide you with paper pledge forms for your employee. Contact your Donor Relations Lead to request pledge forms. All forms will be picked-up by the Donor Relations Lead at the close of your campaign. 4. Promote Leadership Giving More than 4,000 individuals make up Mile High United Way s Leadership Giving Community. Promoting Leadership Giving ($1,000+ donated annually) is a proven strategy for increasing revenue within workplace campaigns. This group forms the foundation of Mile High United Way s workplace campaign. Tips: Recruit someone from leadership to serve as the Leadership Giving chair. Send specific campaign communications to donors that gave at the Leadership level in previous years. Host an event specifically for people who have given or might be able to give at the Leadership level. Why give at Leadership level? Mile High United Way Leadership Giving offers the most effective and efficient way for leaders to deepen their community engagement by providing: o Year-round opportunities for your leaders to engage more deeply in the community while building leadership skills, specifically through newsletters/updates, invitations to participate in events and webinars. 15

16 o o o Knowledge that your investment in the community is effective. Increased involvement in the community through committee work and volunteerism building skills and the reputation as a community leader. Company and community recognition as a leader in giving and helping our community. For an example of a Leadership Giving Solicitation Letter, see pages Promote Mile High United Way Giving Communities & Afinity Groups As a current or up-and-coming Leadership Giver or above, your staff is invited to join a Giving Community. Mile High United Way Giving Communities provide year-round opportunities to help build a stronger community, while reaching members personal and professional goals. Your Donor Relations Representative can help you set goals and strategies to promote the Giving Communities. Tips: Appoint a separate Leadership Giving chair to establish and implement a Leadership Giving strategy that not only helps your campaign, but helps you reach your corporate responsibility and talent management goals. Appoint Giving Community advocates that will help promote, educate, and follow-up on Giving Community promotions. Add Affinity Group and Giving Community information and enrollment cards into your presentations and materials. Host Affinity Group and Giving Community targeted events within your organization. Promote Giving Communities Year-Round Mile High United Way Giving Communities have an array of events throughout the year that range from monthly volunteer events to networking, education, and fundraising events. Make sure to check out our calendar of events at For more tips on how to promote Giving Communities in your organization, see pages

17 Step 2: Develop Goals and Measurable Objectives Bold and specific goal and objective setting can help increase your campaign results. The more specific you are, the more results you will get as you will know exactly how to focus your energy and measure whether your efforts are working or not. Tips: Work with your Donor Relations Representative to gather the necessary reports from your previous year campaign to benchmark against. Review your campaign results from last year to determine what worked and what could be strengthened. Run a campaign goal scenario. Discuss with your Donor Relations Representative what Mile High United Way has projected for your campaign. Together you can discuss strategies for promoting that goal and how to achieve it. Setting Goals and Measurable Objectives (Example) Setting goals for your campaign and sharing those with leadership and the campaign committee is critical to keeping everyone accountable. Here are some examples of goals you could set for this year s campaign. GOALS MEASUREABLE OBJECTIVES Grow the overall number of donors who join an Affinity Group. Increase the number of new Affinity Group Members (i.e.: Women United or ELC) who did not make a gift last year. Increase the number of new members who increase their gift to be a part of Women United or ELC. Increase the overall number of Affinity Group members by %. Deliver targeted communications to donors Increase the number of targeted communications to donor segments (i.e.: leadership giving donors, young professionals, retirees). Increase number of targeted events for different donor groups (i.e.: Tocqueville Society) Grown overall number of Leadership Giving donors Increase Leadership Giving donors as a percent of overall donors. Increase the number of donors that move up to $1,000 from $500-$999 giving level. Increase percent in net Leadership Giving donors. Increase number of Engagement Opportunities for employees Invite employees to participate in 1 volunteer project during the campaign. Offer opportunities to visit 3 Mile High United Way partner Agencies 17 Offer 2 lunch n learn panel discussions for specific employee groups.

18 Setting Goals and Measurable Objectives Worksheet Work with your Donor Relations Lead and use this sheet to set your goals for your campaign: GOALS MEASUREABLE OBJECTIVES 18

19 Step 3: Educate & Engage Choose the right balance of fun and education for a successful campaign. While planning an event, keep Mile High United Way s messages in mind. Make sure the events and engagement opportunities you plan for your staff are a fun way to bring employees together, while still offering ample ways to learn how their Mile High United Way gift makes an impact in our community. There are three main types of events. Why not try them all? 1. Impact Events Include information about how Mile High United Way is addressing our communities most pressing needs as it is important people are informed when making their giving decisions. Tips: Host a lunch n learn with a panel discussion on a community issue Mile High United Way is addressing. Schedule an agency speaker from one of Mile High United Way s Community Impact Partners for a kick-off or staff meeting. Schedule a Mile High United Way agency tour during your campaign to help enlighten your co-workers about community needs. 2. Volunteer Events Group volunteer activities are a great way to educate your employees about community issues while engageing them in a fun and worthwhile activitiy. Did you know volunteers give an average of 10 times more money to charity than people who do not volunteer? Mile High United Way s volunteerism team is pleased to offer a number of services to corporations to help them with their corporate volunteerism. To learn more about the numerous opportunities for your employees to engage in a one-time volunteer opportuntiy or something more ongoing, please visit pages Tip: Think about whether an on-site or off-site project would work better for your employees, time and budget or do both! 3. Fun draising Events Running a campaign is a great way to build team morale so have some fun while you are at it. The more creative, the better, but always remember to share the mission of Mile High United Way whenever possible. 19

20 Tips: Make sure to get management s approval Take into account your company s culture and what would appeal to co-workers For a list of fundraising event ideas and suggestions please visit pages Keep Employees Engaged Yearround There are a number of ways to keep your employees engaged with Mile High United Way throughout the year. The most successful campaigns work to show their employees after the campaign, HOW their dollars are being put to work in the community. Tips: o o o o o o Ask next year s Campaign Chair to be a part of your campaign committee during this year s campaign. Schedule a volunteer opportunities outside of campaign season to keep your co-workers involved in the community year-round and to show them how their dollars are being put to work. Ask employees to sign up for Notes on Impact, Mile High United Way s quarterly e-newsletter, so they can track how their gift is making a difference in our community. Sign up at Make Mile High United Way Giving Communities and Affinity Groups available to your employees so they can take part in educational and professional development opportunities throughout the year. Add Mile High United Way facts and results to your intranet and internal communications throughout the year to keep employees engaged and informed. Join the Campaign Chairs Council. The Mile High United Way Campaign Chairs Council exists to better serve the needs of corporate and employee campaign leaders to increase inspirational workplace giving. Employee Volunteerism or Site Visits Your Donor Relations Representative would be happy to help coordinate a volunteer activity or site visit to one of Mile High United Way s 117 partner agencies for your entire staff or an individual department. The activity can be customized to best meet the needs and interests of those attending. Examples of volunteer opportunities are available in the next section. Additionally, the Mile High United Way Call Center is available if employees would like to listen to the powerful calls our agentes receive. Share Mission Moments & Success Stories with Employees Your Donor Relations Representative can share with you specific success stories and information about how your employee contributions are being put to work to be shared in newsletters and employee resources. Mile High United Way Events United Way has a number of events throughout the year that employees may be interested in 20

21 participating in. Some events are targeted for a specific Giving Community while others are open to the general public. To see upcoming events visit Collaborate with Other Events Do you already host a school supply drive, a toy drive, can food drive, etc. outside of the campaign? If so, consider donating the supplies to one of Mile High United Way s 117 partner agencies and share with employees the relationship between Mile High United Way and the organization. This will help to reinfornce the message throughout the year. Ten Great Ideas To Get & Keep People Involved 1 Host a campaign kick-off at one of Mile High United Way s program sites to showcase the work you are supporting. 2 Create office teams to encourage friendly competition and boost morale. 3 Invite coworkers to join Mile High United Way s leadership groups: Tocquville Society, Leadership Giving Society, Women United, and Emerging Leaders Council. 4 Encourage your in-house clubs or employee resource groups to help spread the campaign message and incorporate the campaign into their already existing activities. 5 Host a group volunteer activity for employees to gain perspective on how their gift will be put to work in the community. 6 Host food-themed events and contests. Breaking bread is always a good way to get people engaged and feeling like they are part of a team. 7 Host a campaign kick-off at one of Mile High United Way s program sites to showcase the work you are supporting. 8 Invite a senior executive to host a recognition event for Leadership and Tocqueville givers. 9 Ask collegagues to consider increasing their gift by 10% - ask those who gave $500 or more to consider a Leadership Gift ($1,000 or more). 10 Offer small rewards for reaching goals based on office geography, department, individual, etc. 21

22 5. Promote Mile High United Way and your Campaign through Social Media Facebook Share your campaign with us and others on facebook. Post your campaign photos on Mile High United Way s Facebook page at We will choose one event per month to promote in our Friday Flash. Be sure to like us and encourage others to do the same. Twitter Show your support of Mile High United Way on Twitter (@unitedwaydenver) Remember to use your companies social media platforms to promote your support of Mile High United Way through an employee giving campaign. 22

23 Step 4: Create the Right ASK for your Company The number one reason people make charitable donations is because they are asked, which makes your role as a solicitor very important. This can be difficult, esspecially for first-time volunteers, but we have four easy techniques to help. 1. Group Solictation Assemble employees as a group to hear about the work of Mile High United Way and ask them to make a contribution. In just 20 minutes, you can hae a succesful ask. Make sure to follow-up with individuals that could not attend. Group solictations can be conducted at an all-staff meeting or campaign kick-off. In addition, events for specific giving levels (ie: Leadership & Tocqueville) are extremely successful. Encourage top leadership or donors at those levels to host an event to encourage giving at that level. 2. Personal Solictation Personally asking employees is very effective and gives you a chance to educate your co-workers and answer any questions. Remember, peer-to-peer is best! Follow these four steps: o Explain why you personally support Mile High United Way. o Ask current donors to increase their gift o Give each person the information on how to make a gift o Say thank you! 3. Electronic Solicitation Online giving makes it easy for your colleagues to contribute. The 20-Minute Group Ask 2 minutes: Welcome 3 minutes: Management Endorsement 7 minutes: Educate Audience on the Needs (i.e.: agency speaker, MHUW speaker) 5 minutes: Campaign video or game 3 minutes: Ask/answer questions & thank eway is a secure online tool that is customizable for your company. Contact your Donor Relations Lead for additional information. 4. Mailbox Solicitation Campaign Solicitation by mail can be an effective way to inform employees who are hard to reach or cannot attend group meetings. To make this approach as effective as possible: o Personalize contact information. o Include a specific request for a donation. o Follow-up with additional communication after the initial ask. 5. Target Specific Audiences Your staff is bombarded with messaging from many sources every day. The more you can target your staff, specifically speaking to their needs, the better. You can segment your 23

24 campaign to increase results, and Mile High United Way Donor Relations Leads can help you tailor messaging, events and other engagements specific to your audience s needs. Sample letters and PowerPoints are available. It may feel uncomfortable to set dollar amounts, but people want guidelines these are helpful tools for your donors as it makes it easier for them to know what level to give. Peer-to-peer communications are extremely effective. Here are some ideas on how to segment your campaign: o o o o o Engage your young professionals with Emerging Leaders events and promotions. Did you know by the year 2015, Millennials will outnumber Boomers in the workplace? Mile High United Way's Emerging Leaders Council is a group of like-minded individuals ages who are making a positive impact on the community through the work of Mile High United Way. They make an impact through volunteerism, advocacy, philanthropy and the development of community leaders. A current Emerging Leaders Council member can participate in a lunch n learn or company event to promote philanthropy amongst your younger employees. Engage your retirees with Mile High United Way s Retirees Program. Throughout the year, Mile High United Way has a variety of opportunities for retirees to stay engaged with their previous employer as well as the work Mile High United Way is doing in our community. Target audiences based on their titles or salary grade with specific leadership-type events and messaging. Events can include a Leadership Breakfast or Tocqueville Society cocktail reception at an Executive s home. At the events, specifically encourage individuals to give at the Leadership or Tocqueville level. Promote women s giving through Women United. Leverage an already existing women s group or your femal employees to offer a specific women s giving initiative during the campaign. See page 55 for more information about Affinty Groups. Target individuals who have donated in the past, but did not donate or reduced their donation in the past year. 6. Gift Matching Many Mile High United Way company partners have generously offered matches to help incent your staff to donate. People are 42 percent more likely to give when their dollars are matched. Whether you offer a 1:1 match or a 50% match, the program is an amazing way to inspire giving For samples of asks and solicitation letters, see pages

25 Step 5: Say Thank You and Say it Often Thanking staff for donating is one of your most important steps. Once Mile High United Way has processed a campaign (we receive results anywhere from one week after the campaign to 8 months), we will send a personal thank you note. That being said, if you have access to immediate Thank you best practices: o Is personally addressed with a personal salutation (not Dear Friend ). o Has a live signature. o Grabs the reader s attention in the opening sentence. o Speaks directly to the donor. o Does not ask for another gift or continue to sell. o Has a warm, positive tone. o Is from the C level or above -- CEO, Board Chair, Campaign Chair, Vice President, Director, etc. o Makes reference to the intended use of funds as specifically as possible. o Addresses a trend or issue that demonstrates the need for Mile High United Way s work. o Indicates approximately when the donor will receive an update on programs being funded. o Includes the name and phone number of a staff person whom the donor can contact. o Does not ask the donor to do anything (like a survey or sign up for an enewsletter). o Is concise no more than two short paragraphs. o Has been proofread for branding, editing, and spelling. results, it is important to acknowledge employees giving. The following best practices have been adopted from Donor- Centered Fundraising by Penelope Burk. Thank you timing: Thank you is mailed within hours of gift receipt. Thank you cites the amount of the gift and the date it was received. Other thanks and recognition tips: Incorporate a thank you at a staff meeting or at common venues throughout your company. Share results with employees, including total amount raised, participation percentages and volunteer hours to recognize everyone who participated. Give a special thank you to your committee members as well as any volunteers who helped make your campaign a success. Also, recognize and celebrate your loyal contributors; employees who have given to United Way for 10 years or more. 25

26 Step 6: Remit: Wrap-up your Campaign Remit early and often! Final campaign results should be submitted to Mile High United Way within two weeks of campaign close to allow us adequate time to process pledges and thank your employees. Steps to the eway remittance process: 1. Instruct your Donor Relations Representative to close the site. 2. Turn-in any fundraising money or cash/checks you may have so they can be added to the site. 3. Get Donor Report from Mile High United Way to submit to payroll office. 4. Confirm totals are correct. 5. Submit file to payroll department. Eight steps to the paper remittance process: 1. Include pledge forms in remittance envelopes (maximum of 50 pledge forms per envelope). 2. Keep copies of the pledge forms for your payroll department. 3. Include designation information. 4. Fill out remittance information completely. 5. Confirm totals are correct. 6. Complete the C5 form and include in the envelope (this can be acquired from your DRL) 7. Copy the envelope face for your records. 8. Call your Donor Relations Lead to schedule a pick-up. Key Dates (to qualify for a 2014 tax deduction): o November 21, 2014 remit pledge forms from donors requesting a bill in December o December 26, 2014 remit all credit card payments to allow Mile High United Way adequate time to process them before December 31, Donors may pledge until midnight on December 31 at o December 31, 2014 checks must be in the Mile High United Way office, or envelope must be postmarked by this date. Partnership Agreement In an effort to clearly define roles and responsibilities for your workplace giving campaign, please work with your Donor Relations Representative to review and sign the partnership agreement on pages

27 Corporate Volunteering Join Us! When people give their time, their efforts make this a better community for all of us and they are more likely to give. Did you know Americans who volunteer their time and skills to nonprofit organizations donate an average of 10 times more money to charity than people who don't volunteer? Volunteering is also a great activity to promote during the campaign to increase participation. Mile High United Way s Corporate Volunteerism Program makes it easy! 360 Consultation One of Mile High United Way s signature offerings for our Corporate Partners is a 360 Consultation. Our staff will work with your team to develop annual service plans, focus and solidify service objectives, provide community best practices, help develop recruitment campaigns, and answer all volunteer related questions. Through a 360 Consultation, your company can move beyond individual day-of service projects and create a volunteer program that has a long-term impact in the community. Please notify your Donor Relations Representative to conduct at 360 Consultation today! Mile High United Way s Corporate Volunteerism opportunties include: Power Lunch with Mile High United Way Mile High United Way, Denver Public Schools, and corporations are teaming up to help our early readers become strong readers by third grade. Join with workmates to adopt a classroom and read to students once a week. Power Lunch not only benefits the students, but also improves employee morale, enhances teamwork and fosters corporate presence in the community. Read, Tutor, Mentor Mile High United Way has teamed up with Team NFL and the Denver Broncos to recruit 3,000 Readers, Tutors and Mentors to help kids in our community. You can play an important role in increasing the academic success of a child when you volunteer. Take a Youth to Work Day/Job Shadowing Held in conjunction with the national Take Your Son/Daughter to Work Day, the experience gives foster youth the chance to shadow professionals and get inspired about their future careers. Additionally, during the year the youth in Bridging the Gap are interested in shadowing working professionals to view day in the life of Contact your Donor Relations Representative if you would like to host a youth. Project Homeless Connect Every September at the Colorado Convention Center, Mile High United Way partners with Denver s Road Home to host Project Homeless Connect. This one-day, one-stop shop of programs and service offers help to those 27

28 experiencing homelessness and those at risk of becoming homeless. Annually, the event serves more than 1,500 individuals and depends on the service of more than 1,000 volunteers. Mile High United Way Turkey Trot Every Thanksgiving morning, more than 20,000 people make the Mile High United Way Turkey Trot an annual tradition with their families and friends. Proceeds from the four-mile run/walk benefit Mile High United Way. The Turkey Trot is only possible with the help of more than 300 volunteers. Mile High United Way Children s Holiday Party This annual event brings together volunteers and families to help celebrate the holiday season through service and community. Volunteer opportunities include, face painting, gift wrapping, cookie decorating, gift shop attendant, and a number of other activities. In addition, your company can host a Toy Drive to raise toys for this annual event. Examples of Mile High United Way Day of Service Projects Include: Please Note: These are examples of some potential volunteer projects but cannot be guaranteed and are not inclusive to all opportunities. 1. Mount Saint Vincent Home o Mile High United Way Initiative: School Readiness o Website: o Volunteer Opportunities: Corporate employee work days (grounds upkeep and maintenance projects), children s parties and events, school activity assistance for grades K-8 th. o Time, Number of Volunteers, Ages: Weekday and weekend options. Accommodate 5-20 volunteers. Great for team building. Minimum age, 18 years. 2. Urban Peak Denver o Mile High United Way Initiative: Youth Success o Website: o Volunteer Opportunities: Preparing and serving meals, life skills counseling, and large scale projects (painting, organizing, and maintenance). o Time, Number of Volunteers, Ages: Accommodate 6-15 volunteers. Other factors vary depending on project; ability to customize. 3. Food Bank of the Rockies o Mile High United Way Initiative: Adult Self-Sufficiency o Website: o Volunteer Opportunities: Reclamation (inspect, clean, sort and box items), Distribution (pull and build orders), Community Kitchen (prep food, cook, clean), Nutrition Network (fill snack orders and load for delivery), and USDA (assembly line filling boxes). o Time, Number of Volunteers, Ages: Mon-Fri, 8:30AM-4:30PM and one Saturday per month. Shifts from 9AM-Noon and from 12:30PM to 3:30PM. Accommodate

29 volunteers. Great for team building. Minimum age, 14 years except Community Kitchen where minimum age is 18 years. 4. Girls Inc. o Mile High United Way Initiative: Youth Success o Website: o Volunteer Opportunities: Summer Day Camp program assistants, Afterschool Program tutors, or event design and implementation (science fair, art workshop, etc.). o Time, Number of Volunteers, Ages: Summer Day Camps, June-August, Mon-Thurs, requires 3-hour shift commitments. Afterschool Program, September-May. Estimate 1-20 volunteers. Event requirements can be customized. *All volunteers must attend Girls Inc. volunteer training. Examples of Mile High United Way Supply Drives Include: School Readiness School Supply Drive Gather all the supplies children need for early success in school. Baby Shower Purchase baby shower gifts (ie: blankets, onesies, baby books, etc.) and baskets. Put together baskets for new mothers at one or more of our partner agencies. This supply drive requires employee time for assembly. Books & Bears Purchase books and teddy bears. When given to an agency, a child receives a sweet combination of a new book and a bear to go along with it. Garden Kits Collect seeds and small garden pots. Assemble a garden kit by putting a small amount of dirt and seeds in a Ziploc baggie for a child to assemble and watch their plant grow. This project is best for employees who also want to volunteer time, assembling kits at the conclusion of the drive. This project may have a small cost associated to purchase dirt and Ziploc bags. Youth Success Foster Youth Move-In Kit Youth who are transitioning out of foster care into adulthood often move into their first apartment with little to nothing. Create move-in kits that include kitchen supplies, bedding, etc. and help make this often difficult transition a bit easier. Baby/Toddler Kit Provide a Baby/Toddler kit for a Bridging the Gap young person to encourage him/her as a new parent or as a parent living on their own for the first time. This drive must be coordinated with our Bridging the Gap program to determine what is needed. School Supply Drive Gather all the supplies youth need for success in school. Mile High United Way or a small group of employees can deliver the items to a partner agency. Adult Self Sufficiency Sock Drive Gather socks for homeless shelters throughout the Denver metro area. Mile High United Way or a small group of employees can deliver the items to a partner agency. Hygiene Kits Gather basic hygiene supplies such as soap, shampoo, toothpaste, etc. to assist Denver metro area shelters serve the homeless. Clothing Drive Collect clothing and handbags for shelters and/or job training agencies to provide to their clients. Coat Drive Collect coats, both small and large (can include all three initiatives) for our community in need. Canned Food Drive The most successful and beneficial food drives are those with a focus such as beans, grains, cereals, etc. 29

30 . Messaging, Events and More "I'm kind of living the dream - Yvonne Sandoval, IDA Participant 30

31 Campaign Event Invitation Sample Leadership Giving Purpose: Hosting a leaderhip giving event is a great way to drive participation at the leadership level. It is an opportunity to thank people that have previously given at the leadership level and encourage others to join them. Audience: Leadership donors and prospects (often people at particular level within the company) Target Date: Intended to be sent 1-2 weeks before your campaign. Event to be held in first week of campaign. Should be sent from an Executive, Leadership Giving Chair, Executive Campaign Sponsor or the Campaign Chair. Dear John, When you support Mile High United Way at the Leadership Giving level, you join an exclusive group of leaders in our company and the community. Mile High United Way knows that busy leaders like you want to make a difference in our community, so they make it easy for you to get involved at a level that is right for you. Join us at the Mile High United Way Leadership Giving event on XX to learn more. As a Leadership Giving member, you will have the opportunity to build connections with other executives in our workplace and with leaders throughout the business community. Leadership Giving Member Benefits include: Regular updates about community needs and how your dollars are being invested to address those needs Invitations to special events and hands-on volunteer projects Opportunities to join a Giving Community and/or volunteer if you wish to get more fully involved in a community issue What s more? Mile High United Way provides measurable results of their work and enlists the support of powerful key influencers to create strategic solutions to our community s biggest challenges. Together we ll help improve hundreds of thousands of lives each year. Stand out in our community and our company. Join us at the Leadership Giving event on XX and learn more about building your leadership in the community through Mile High United Way. Sincerely, 31

32 Leadership or Tocqueville Giving Solicitation Sample Letter Audience: Leadership and Tocqueville donors and prospects Target Date: Intended to be sent 1-2 weeks before your campaign. Purpose: To solicit a gift from donors and prospects. Key Message Opportunity: Reinforce your organizational values of giving back, and why Mile High United Way is important to you! Dear XX, As a fellow leader at (company name), I d like to invite you to take the lead in our annual Mile High United Way campaign by making a (Tocqueville or Leadership) gift. When you support Mile High United Way at the (Tocqueville or Leadership) Giving level, you join an exclusive group of leaders in our company and in the community. Here s why I believe giving to Mile High United Way is the most effective way to help the whole community: Mile High United Way is local. Their work supports over 1400 programs across the five-county metro area, helping our region s most vulnerable people. Mile High United Way is comprehensive. Their panoramic view of the community helps identify gaps and invests your dollars where they are needed most. Mile High United Way is accountable. Their programs are fiscally responsible and get measurable results. Mile High United Way is connected. Their unique ability to tackle complex problems like poverty and early-childhood literacy with hundreds of community partners is unmatched. Mile High United Way is powerful. Their programs help people in crisis get back on their feet, help prevent future problems and build a stronger community for all of us. When your Mile High United Way gift is combined with the gifts of others, you help improve hundreds of thousands of lives each year. That s the power of Living United. As a (Tocqueville or Leadership) Giving member, you ll build connections with other executives in our workplace and with leaders throughout the business community. (Tocqueville or Leadership) Giving benefits include: Regular updates about community needs and how your dollars are being invested to address those needs. Invitations to special events and hands-on volunteer projects. Opportunities to join a Giving Community and/or volunteer if you wish to get more fully involved in a community issue. 32

33 With nearly 400,000 people in the metro area living in or on the edge of poverty, the need is great. Please consider making a (Leadership or Tocqueville) level gift of ($1,000 or $10,000) or above to Mile High United Way today. To make a gift (include giving instructions here). Thank you. Leadership Giving Chair Customization Opportunities: This is positioned as coming from a leader at your company during or directly before campaign Make sure to include step-by-step instructions on how to pledge (either online via eway or hard copy pledge form) Include any company specific giving incentives Include any relevant personal stories about why you support Mile High United Way 33

34 2013 Key Message Overview Key Message Giving to and partnering with Mile High United Way is the most effective way to have the greatest impact in our community. 30 Second Mile High United Way is the one organization that is positioned to bring the resources and expertise to bear against the big challenges in our community. Directly put, Mile High United Way drives meaningful change across the whole community, not just one niche. We provide the building blocks for a good life in three critical areas: School Readiness, Youth Success and Adult Self-Sufficiency. Two-Minute Mile High United Way is the one organization that is positioned to bring the resources and expertise to bear against the big challenges in our community. Directly put, Mile High United Way drives meaningful change across the whole community, not just one niche. We provide the building blocks for a good life in three critical areas: School Readiness, Youth Success and Adult Self-Sufficiency. Mile High United Way is uniquely positioned to bring together the people, ideas, and resources necessary to advance the common good. We give people the skills to be bettered prepared and more productive members of society today and into the future. It is why we can make the statement that we make meaningful changes across the community. We support organizations and deliver programs, such as and Bridging the Gap in these three interconnected areas to improve the entire community. Last year, Mile High United Way s School Readiness Initiative worked with nearly 100 earlyorganizations that strengthened 99,976 children s preparedness for school. Last year Mile High United Way s Youth Success Initiative, in partnership with more than 50 organizations serving youth, allowed more than 75,000 young people to receive mentoring, tutoring, after-school enrichment opportunities, advice, guidance, and many other support points needed to thrive. And last year, through Mile High United Way s Adult Self-Sufficiency Initiative 403,611 nights of shelter were provided to homeless men, women and children. Our goal is to create lasting change for those most in need, because when someone gets a job so they can pay for their basic needs and when all children succeed in school, we all benefit. Individually we can do many things but together we can do anything. That is the power of Living United. 34

35 Your Monthly Gift at Work When you GIVE $12 per month or $150 per year, you can keep a senior housed. When you GIVE $20 per month or $240 per year, your provide 134 hours of tutoring and other academic support for a student in need, increasing their chances of success. When you GIVE $72 per month or $864 per year, a preschooler has access to one month of quality early childhood education where they can learn words, colors, shapes, numbers or even begin to read. When you GIVE $84 per month or $1,000 per year, you provide one month of rental assistance for a family that otherwise could end up on the streets. Your Weekly Gift at Work When you GIVE $1 per week the cost of downloading a song you can provide five nutritious meals for a family of four. When you GIVE $3 per week the cost of a quart of milk you provide free tax assistance for give working families, resulting in over $2,000 in tax refunds returned to each family. When you GIVE $15 per week the cost of a paperback you can provide one month of highquality childcare for a child, ensuring kindergarten readiness. When you GIVE $20 per week the cost of lunch for two you can provide two students with one new book of their own each week throughout the school year to take home. When you GIVE $30 per week the cost of a manicure you can provide bedding for 30 families coping with domestic violence and moving into safe, stable housing. When you GIVE $50 per week the cost of a gas of tank you can move a family quickly out of a shelter and into stable housing with supportive services for up to three months. When you GIVE $75 per week the cost of a monthly data plan you can provide more than 75 bags of healthy and nutritious groceries from a food shelter. When you GIVE $100 per week the cost of a pair of running shoes you can provide four job training program participants with short-term training, placement and retention support. 35

36 Fun draising Ideas for Workplace Giving Campaign The fundraising and event ideas for your workplace giving campaign are seemingly endless. Make sure to tailor your events to fit the interests of your employee-base. The most engaging theme for employees is often one that ties to Mile High United Way s three initiatives: School Readiness, Youth Success and Adult Self Sufficiency. Consider having three different activities, events, or drives that relate to the three initiatives throughout the year. Or focus on one initiative each campaign year. Some events to consider: Hallway Golf Form teams, get creative, and create golf holes throughout your office floors. Incorporate Mile High United Way s mission, by conducting a food or book drive and use the raised items to create the holes. Employees pay to participate in the golf. Consider getting your corporate vendors to sponsor holes. Wall of Wine Have leadership donate bottles of wine, including a couple of high-value bottles. Bag the wines and display them on a table. Employees purchase tickets for $10 and get to select one of the bottles of wine. Silent Auction Secure items from vendors, co-workers, and the leadership team. Allow employees to pay for their items via payroll deduction. Mobile Food Sales Host a coffee cart or ice cream truck. Sales of all items come to Mile High United Way. Tricycle Race Set up an office relay course for participants to go through, either sitting in a chair or on tricycles. Have employees bet on their favorite contestants to win. Cubicle Makeover Have employees makeover their cubicles. Theme the cubes to Mile High United Way initiative areas or partner agencies. CEO Embarrassment & Change for Change Whether it is a pie in the face, dunk tank, or any number of other activities, embarrassing the senior leadership is always a popular activity. Conduct a change for change drive. As a part of the drive, give all of the Leadership Team a bucket with their picture next to it. Any coins add to the total amount and dollar bills take away from total. Leadership that raises the least gets embarrassed. 211 Statistics Game At a team meeting, distribute stickers to represent statistics from the 211 Call Center (i.e.: homeless population, past due on rent, in an abusive relationship). At the meeting ask people to stand-up who have a red sticker and share with them that this means you were one of the X people who slept on the street last night, or a blue sticker means you were one of X youth who did not graduate. These powerful messages reinforce the mission of Mile High United Way. Amazing Race/Scavenger Hunt Host a scavenger hunt competition. Consider including Mile High United Way partner agencies as part of the hunt. Sports Tournaments Host a basketball, dodge ball, four square, or any number of sporting event tournaments for your company. Participants pay to enter and proceeds come to Mile 36

37 High United Way. Donate the sporting equipment from the games to a Mile High United Way partner agency. College Basketball Bracket During March Madness, turn your work bracket into a fundraiser for Mile High United Way. 50% of the proceeds go to the bracket winners and 50% come to support programs of Mile High United Way. Coin Wars Get rid of your change for Mile High United Way. Set-up large water jugs in each department and do a coin war. The highest fundraising department wins a pizza party. Leadership Lunch During the campaign, encourage participation amongst employees. The department with the highest participant gets to attend a lunch or dinner hosted by all senior leadership. Lunch can also be for those that give $1,000 or more. Pancake & Waffle Breakfast Host a pancake or waffle breakfast for employees. Charge employees for the ticket. Encourage leadership to serve food at the breakfast as a way to show their support for the campaign. Point System Competition During the campaign develop a point system to encourage participation and a friendly-competition between departments. For example: 6-points for giving during the campaign 4-points for increasing gift from last year 3-points for donating to the food drive 2-point for volunteering during the campaign 1-point for attending a campaign event (i.e.: kick-off, meeting, etc.) The team that wins the most points will earn a team lunch, half day of PTO, week of jeans, etc. Jeans Stickers This is an oldie but a goodie. Sell stickers for jeans days. Some companies will sell stickers that are good for the entire year! Raffle for Executive Parking Spot Competition between Companies Do you have a vendor or a competitor that also runs a workplace giving campaign with Mile High United Way? Consider doing a friendly competition between companies. Most raised? Most participation? Most food donated? The winning company has to provide the other company with a prize (i.e.: hosted lunch, tickets to a sporting event, etc.). Baskets for Auction Gather your department and create themed baskets for a raffle. Basket theme ideas include, Backyard BBQ, Wine Lover, Beer Lover, Activities for the Kids, Movie Night, etc. Bike-a-thon Charge and entry fee. Participants collect pledges for the number of miles they ride. Bowling Tournament Set up a bowling alley in a hallway using bottled water and a ball. Charge participants to enter. Participants can get pledges for the number of pins knocked over. Executive Chair Race Set up a relay course for executives to go through, the executives are either sitting in a chair or on tricycles. Let observers bet on their favorite contestants. 37

38 Office Olympics Set up an obstacle course in the lunchroom, several offices, and several floors of offices or outside. One station can be for typing a couple of paragraphs, another station for filing, another for photocopying, etc. The contestants p ay an entry fee with the funds going to Unite Way. Bake Sales Ask employees to bring their favorite cakes, cookies or breads. Even a small office can raise a lot of money with minimal effort. Lunch Time Meals Sponsor a lunch of spaghetti, chili, barbecue or another favorite food. Charge a flat fee for all you can eat, enough to cover expenses and a small contribution. All you can eat Potato Bar You will want to have baked potatoes with all the fixin s. Chili, sour cream, shredded cheese, butter, steamed broccoli, melted cheese, chives, bacon bits, sautéed onions, sautéed mushrooms, hot peppers, ham, and spices. Balloon Pop Place gift cards or small prizes inside balloons and sell raffle tickets to get a chance to pop the $5, $10, $20, $50 etc. balloon at your campaign wrap up celebration. Executive Auction Get the executive staff to donate half a day to the campaign. Then auction each executive off to employees. The executive must take over the employee s job for that half day. Dinner For a Week Get 7 restaurants to donate a dinner for 2 and raffle off a week of eating out. Sell tickets for around $30 each. The lucky winners are able to eat out every night for a week. Barbecue Contest Fire up the grill and breakout your best BBQ recipe. Ask members of the team to act as judges and have different categories for various meats or vegetables. Require guests to pay to attend. Home Grown Employ ees donate items for auction such as cakes, cookies, monthly parking spots, a weekend at their summer cabin or a home cooked dinner. Services such as a car detailing, a month of lawn mowing or painting also may be auctioned. 38

39 Mile High United Way Key Campaign Staff Jennifer Stokes Vice President, Donor Relations Liz Toohey Senior Director, Corporate & Employee Giving (CenturyLink, Comcast, Xcel & Wells Fargo campaign manager) Cacey McReavy Manager, Corporate Relations (Banking, energy & telecom campaign managers) Ken Mowad Manager, Major Gifts (Tocqueville Manager and legal industry campaign manager) Chelsea Carver Manager, Planned Giving David Aragoni Coordinator, Leadership Giving Deena Rowe Manager, Corporate Relations (Engineering & architects, construction, healthcare, transportation, manufacturing precision campaign manager) Jen Kraus Manager, Corporate Relations (Manufacturing precision, food and beverage, insurance, consultants, public relations and advertising, and real estate campaign manager) Jon Mohr Manager, Major Gifts (Tocqueville Manager and real estate industry campaign manager) Julia Hughes Manager, Women s Giving Women United manager Julia.Hughes@unitedwaydenver.org Mike Garvey Coordinator, Corporate Relations (Retail, government, education, hotels, restaurants and resorts, software, union, and business association campaign coordinator) Mike.Garvey@unitedwaydenver.org Taylor Vitale Manager, Major Gifts (Tocqueville Manager and accounting industry campaign manager) Taylor.Vitale@unitedwaydenver.org 39

40 Campaign Collateral Making the foster care system better is really what I like to do, says former foster youth Tamisha Macklin. 40

41 Table of Contents Affinity Groups & Giving Communities How to Optimize & Promote Giving Communities Women United Tocqueville Society Emerging Leaders Council Campaign Chairs Council Initiatives & Mile High United Way Led Programs School Readiness Youth Success Adult Self-Sufficiency Social Innovation Fund Colorado Reading Corps Bridging the Gap Individual Development Accounts Call Center Impact Investment Partners Technical Assistance Tax Credits & Designated Gifts Raffle laws Raffle vs. Drawing Working with Labor/Union Best Practice Partnership Agreement with Mile High United Way

42 How to Optimize and Promote Giving Communities within your Company Giving Communities and Afinnity Groups provide your staff with easy ways to deepen their engagement in the community in areas where they feel passionate. Giving Communities and Affinity Groups offer: Easy ways for your company to help achieve corporate social responsibility goals Increased morale as people connect their personal and professional growth with your company Offer leadership/professional development trainings and opportunities Meaningful ways for your leadership to deepen their engagement in the community Increased brand awareness as your leaders are connecting with peers, customers, and prospects at community building events Enhancing campaign interest as people see they have more choices for directing their donations and engaging with the campaign. Set goals that align with your corporate needs Giving Communities can support your corporate responsibility and talent management goals. For example, are your trying to provide opportunities to retain younger employees? If so, engage the Emerging Leaders Council in your company. Determine your goals and then determine which of the Giving Communities and Affinity Groups(or all of them) you d like to promote. Connect with your Employee Resource Groups or goals around forming affinity groups within your company Many companies are aligning the Giving Communities and our partner agencies with their affinity group work either adding a philanthropic arm to their affinity groups or actually using the Giving Communities as the formation of an affinity group focused on women s leadership or young professionals. In addition, Mile High United Way staff can customize a presentation with one of our partner agencies that would particularly resonate with your affinity group (ie: have a speaker from an agency that primarily serves LGBTA youth, speak to your LGBTA affinity group). Engage your top executives The more your executives know about the benefits of Giving Communities to your staff and to the company, the more successful you ll be able to promote these opportunities. Provide them with talking points so that they can easily talk about the benefits of the Giving Communities. How to Promote Giving Communities: Find Giving Community Advocates Giving Community advocates are individuals that are members of a Giving Community (ie: Tocqueville Society) that commit to promoting them within your company. You could have one Champion for all Giving Communities or someone that may represent each. These advocates work closely with Mile High United Way and your Campaign Chair to coordinate these efforts. advocates can help to identify prospects, promote your company sponsored events, or 42

43 Giving Community events put on by Mile High United Way, help follow-up with individuals after events, and assist with the payroll deduction process. Promote the Giving Communities in your materials Mention Giving Communities on your intranet, printed materials, within your presentations, conference calls, posters, fliers distributed at other events, etc. Involve Giving Communities in your Leadership Giving events during the Mile High United Way campaign even if you don t hold specific Giving Community events, make sure to provide Giving Community materials at your Leadership Giving events. People tend to increase their gift so that they can join a Giving Community, or increase retention if they join a Giving Community because their engagement in a specific cause increases their understanding and excitement around how their donation is invested. Create specific Giving Community events during the campaign In addition to including Giving Community at Leadership Giving campaigns, it is very impactful to hold individual Giving Community events that include a wider group of people than just those that you invite to the Leadership Giving events. These can be events that promote all of the Giving Communities, or you can hold specific Giving Community events. For example you can invite women to a Women s Initiative event to promote Women United. Companies have found good success in having an impact speaker along with someone who is a member of the Giving Community to talk about how being a member has inspired them personally as well as how the engagement has helped them professionally. Mile High United Way can help find speakers, and prepare talking points and interactive activities. Some events are hosted by a staff that is a member of a Giving Community. Tocqueville events, hosted by the company CEO, have been particularly successful. The event is typically offered to senior leadership, VPs, and Directors and is held at the CEO s home or a unique location. At the event, guests are educated about the Tocqueville Society and the work of Mile High United Way. 43

44 Women United is a community of women giving at the leadership level -$1,000 or more each year- to Mile High United Way. Our Mission: Inspiring, enabling, and motivating women to become agents of change in our community through philanthropy, leadership, and volunteerism. Women United members are changing the odds for children and families across metro Denver by supporting Mile High United Way s community impact plan focused on investing in school readiness, youth success, and adult self-sufficiency. More than 1,900 strong Contributed more than $8 million in our community last year. Benefits extended to our Women United members include the following: Learn about key issues impacting our community. Network and collaborate with key business and community leaders at exclusive events including the Annual Women s Leadership Luncheon as well as through more informal networking opportunities. Volunteer with over 100 community partners in tandem with family members, corporate leaders, and individuals looking to make a change. Shape your community by being an agent of change. For those women interested in taking on a leadership role as a Women United Alliance member, there are a variety of ways to plug in: Business Alliance: Inspire investment by supporting workplace giving campaigns and educating other leadership donors on the breadth of Mile High United Way s impact. Partner Alliance: Engage with our 117 partner agencies by taking part in site visits and providing opportunities for engagement through volunteer activities and educational lunch and learns. Public Policy Alliance: Build a voice by engaging women who care about legislative issues affecting our three investment areas to advocate. Women s Leadership Luncheon Alliance: Support our annual Women s Leadership Luncheon by encouraging attendance, sponsorships, and involvement among your network. For more information on Women United contact Julia Hughes at julia.hughes@unitedwaydenver.org. 44

45 The Mile High United Way Tocqueville Society is a powerful group of local business and civic leaders who individually contribute $10,000 or more and share a similar passion for investing in the community and making a difference - personally and collectively. The Mile High United Way Tocqueville Society is named after the French author Alexis de Tocqueville who, in the 1800s, traveled extensively throughout the United States. His observations, readings and discussions with eminent Americans formed the basis of Democracy in America, a detailed study of American society and politics. The observation on philanthropy made by Alexis de Tocqueville in 1831 is true today. Americans understand that advancing the common good means creating opportunities for a better life for all. Tocqueville Society information, benefits and opportunities: Mile High United Way Tocqueville Society Member Roster. Members annually contribute more than $9 million to invest in our community. Membership provides unique professional growth, networking and mentoring opportunities; individual and family volunteer events; community impact partner site visits; and invitations to attend social events including Tocqueville Tuesday Breakfasts and Winter Night Out. Under the leadership of Tocqueville Society chair Jason Maples of Lockton Companies, LLC, Mile High United Way Tocqueville Society was awarded the United Way World Wide Fleur-de-Lis Award for Excellence for Highest Percentage of Tocqueville Gift Increases Above 10%. For more information on the Tocqueville Society contact Katleen Vazquez at katleen.vazquez@unitedwaydenver.org. 45

46 Mile High United Way Emerging Leaders Council The Emerging Leaders Council (ELC) is a collective of young professionals (ages 21-45) who support Mile High United Way by making an annual gift of $500 or more. These individuals come together to make a positive impact through volunteerism, advocacy, philanthropy and by developing into community leaders. The Emerging Leaders Council is more than 1,200 strong Annually invest more than 300 volunteer hours in our community ELC members annually contribute nearly $1.5 million to Mile High United Way annually The Emerging Leaders Council is comprised of up and coming, dynamic young professionals that are passionate about strengthening our community through their strong philanthropic values and active leadership. -Ann E. Hinkins, Partner, EKS&H Benefits extended to our Emerging Leaders Council members include the following: Learn about key issues impacting our community Professional Development training opportunities Network with young professionals from across the Denver community Invitations to a variety of popular social events Increase personal and professional contacts Opportunities to volunteer with peers, supporting Mile High United Way programs and partners Shape your community by being an agent of change "My favorite part of the Emerging Leaders Council is volunteering. Whether this is a fresh coat of paint, a bottle of shampoo, or reading a book to a child I get to make a difference in someone s day! Laura Roberts, ELC member and Xcel Energy employee Join our community by becoming an ELC member today! Contact Gretchen Gilliland, Emerging Leaders Council Liaison, at (303) or ELC@unitedwaydenver.org. Also, connect with ELC on LinkedIn and Facebook. 46

47 Mile High United Way Campaign Chairs Council The Mile High United Way Campaign Chairs Council exists to better serve the needs of corporate and employee campaign leaders to increase inspirational workplace giving and help meet Mile High United Way fundraising goals. The Campaign Chairs Council is comprised of current and former campaign chairs who are looking to volunteer their time to improve the workplace campaign experience for companies. The Goals of the Campaign Chairs Council are: Actively support the mission of Mile High United Way and assist in fundraising objectives of MHUW Ensure that MHUW meets the needs of campaign chairs and corporate partners and provide them with the support to run the best campaigns possible Engage campaign chairs on a deeper level and transition them to become to be greater advocates for MHUW Provide a network of support among campaign chairs Help MHUW evolve to meet changing needs/trends in workplace campaign Support corporate retention (70% right now) Work with other Donor Relation s Councils to develop strategies and best practices for integrating with workplace campaigns Assist with new business development and collaterals/resources to support new business development Strategies to achieve these goals include (but are not limited to): Work with assigned Mile High United Way staff to develop trainings, tools and resources for campaign leaders and develop a best practices guide for campaigns Create year-round engagement opportunities for the Campaign Chairs Provide leadership, mentoring and inspiration to Mile High United Way company campaign chairs Recruit new members to the Campaign Chairs Council Include other Mile High United Way affinity groups in campaign materials, presentations, and cross-over opportunities For more information on how to join the Campaign Chairs Council contact Liz Toohey at liz.toohey@unitedwaydenver.org. 47

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