2017 EMPLOYEE CAMPAIGN TRAINING GUIDE

Transcription

1 GREAT THINGS HAPPEN WHEN WE LIVE UNITED EMPLOYEE CAMPAIGN TRAINING GUIDE Imagine a world where we can go from soup kitchen to our kitchen. United Way of Southwestern Indiana unitedwayswi.org

2 WHAT S INSIDE Thank you...2 United Way Funded Programs ALICE...9 Fast Facts about United Way...10 Your Role As An Employee Campaign Coordinator...11 Best Practices...12 Making the Ask...13 Volunteers Make A Difference...14 Incentives and Special Events...15 #Making Your United Way Campaign Social Young Leaders United...18 Reporting Contact Us

3 THANK YOU! Dear Employee Campaign Coordinator, Thank you for accepting your pivotal role in this year s United Way campaign! Your on-theground work is essential to our success and will help to change lives forever in our community. Employee Campaign Coordinators are ambassadors, storytellers, and the go-to person for information about United Way and our programs. Being an Employee Campaign Coordinator is a big job, and I know you will find the experience to be very rewarding. Your guide has insights and quick tips to help you and your campaign committee members achieve success. Please look through the materials and visit United Way s website at www. unitedwayswi.org for more information and tools. During the campaign, United Way staff will be there to answer any questions you might have. Thanks again for being part of United Way s work to enable more families to leave poverty behind, prepare more students to graduate and succeed, and help families live healthy, responsible lives. I look forward to working with you this year. Sincerely, Amy Canterbury President and CEO United Way of Southwestern Indiana 2

4 UNITED WAY 101 WHAT DOES UNITED WAY DO? United Way of Southwestern Indiana makes strategic investments in our community with the ultimate goal of improving lives in our community and building a stronger southwestern Indiana. We accomplish this by helping individuals and creating community level change. Our strategies include leading cross-sector collaborations, advocacy for public policy changes, and funding direct services provided by partner agencies and the United Way of Southwestern Indiana. WHERE DOES UNITED WAY FOCUS? The building blocks of a quality life are education, financial stability, health, and community essential services; United Way focuses our investments in these strategic areas with the intention that all of our citizens will attain self-sufficiency. We work collaboratively to ensure that children succeed in schools, individuals lead healthy lives, and everyone has the opportunity to achieve financial well-being. Key strategic investments include: Programs that help to ensure kids are ready to enter school and are reading on the proper grade level. Kids are more likely to graduate from high school if they enter school ready to succeed. Programs to ensure that children, adults, and families access needed health care services. Poor health contributes to an individual's ability to thrive in school, at work, and at home. Programs that help to ensure individuals and families have the needed resources that they need to secure affordable housing and a stable income. WHY IS UNITED WY THE BEST WAY TO MAKE THE BIGGEST DIFFERENCE? United Way has the scope, expertise and influence to bring together hundreds of human service agencies, government, businesses, private foundations, an dedicated volunteers around a common vision of crating maximum impact and achieving long-lasting results. Supporting the United way is an intelligent investment. We identify, understand, and prioritize ongoing and emerging needs We recruit the people and organizations who bring the passion, expertise, and resources needed to get things done We are trusted by our partners and the community because we ensure transparency, efficiency, and accountability in our work. We regularly evaluate and assess the effectiveness of the programs that we support, identifying where there is redundancy and opportunities to improve efficiency. 3

5 UNITED WAY 101 HOW DOES UNITED WAY MAKE INVESTMENTS? United Way convenes various constituencies to understand the greatest needs in our community and makes strategic investments in programs that support our greatest needs. We rely on more than 70 community and corporate volunteers to determine how funds raised are distributed. Funded programs focus on outcomes that lead to participants self sufficiency. United Way s goal is not to serve more people year over year, but to move as many people as we can from dependency to self sufficiency. Approximately eighteen percent of the funds raised support operations. WHAT IS AN EXAMPLE OF UNITED WAY AT WORK? 4

6 UNITED WAY 101 OUR MISSION TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. United Way of Southwestern Indiana is working to advance the common good. WHY UNITED WAY? United Way of Southwestern Indiana responds to the needs of families and individuals right here in our own back yard in Vanderburgh, Warrick and Spencer counties. When you give to United Way of Southwestern Indiana, you are helping to support: Our Information and Referral Service answered 9,551 calls in 2016, the leading requests for help being food, housing and utilitiy assistance. Financial support to 75programs through 30 supported partner agencies. Our Volunteer Income Tax Assistance (VITA) sites filed 892 tax returns for individuals and families resulting in more than $1,243,000 in tax refunds. Our FAFSA volunteers completed 96 applications for families to access available financial aid for college. Our 2016 annual Day of Caring provided 1,066 individuals the opportunity to volunteer. AND THERE IS STILL MORE TO BE DONE. 5

7 United Way of Southwestern Indiana 2017 Funded Programs Education Program AARP Experienced Corps Evansville After School Program Integrating Recreation & Education Carver After School Program Child Life Center ComprehensiveYouthDevelopmentSpringleafand Fulton Avenue Services Units Early Childhood Education and Child Care K-Camp Live Y ers Warrick County Y-Read Agency Carver Community Organization YMCA of Southwestern Indiana, Inc. Carver Community Organization The Arc of Evansville Boys and Girls Club of Evansville St. Vincent Center for Children & Families United Way of Southwestern Indiana YWCA of Evansville YMCA of Southwestern Indiana, Inc. Income Program 4 Work Bank on Evansville Civil Legal Aid Program for Vanderburgh County Crisis Intervention Daily Feeding Program Domestic Violence Shelter Program & Children s Program Emergency Assistance for Working Poor Emergency Financial Assistance Emergency Financial Assistance Emergency Food Pantry Family Case Management FAFSA (Free Application Federal Student Aid) Filing Sessions Homeless Outreach Team K. A. S. H. 4 Change Neighbor to Neighbor Pathway of Hope VITA (Volunteer Income Tax Assistance) 6 Agency Catholic Charities Diocese of Evansville United Way of Southwestern Indiana Legal Aid Society of Evansville Outreach Ministries The Salvation Army Albion Fellows Bacon Center Outreach Ministries Catholic Charities Diocese of Evansville The Salvation Army The Salvation Army Catholic Charities Diocese of Evansville United Way of Southwestern Indiana Aurora, Inc. The Salvation Army Catholic Charities Diocese of Evansville The Salvation Army United Way of Southwestern Indiana

8 United Way of Southwestern Indiana 2017 Funded Programs Health Program Advocacy for Children & Families Program Boy Scouts/Venturing/Exploring Caldwell Community Outreach Center Case Management Program Community Action Program- Y-CAP Program Community Service Program Connections For Life Counseling Program Cub Scouts Day Services Programs for Adults Diabetes Prevention Direct Services Victim Advocacy Domestic Violence/Sexual Assault Services Domestic Violence Services Program Family Counseling Services Healthy Family Relationships Hospice Services/Bereavement Services Medical Program Medical Rehabilitation One-to-One Youth Mentoring Outreach Prenatal & Pediatric Program Preparedness Health & Safety Psychotherapy Program Psychotropic Medication Program Safe Dates School Counseling Program Supplemental Medication Assistance (SMP) Program Support Groups and Community Education Program The Girl Scout Leadership Experience Transportation Program Youth Advocacy Program 7 Agency Lampion Center Boy Scouts of America, Buffalo Trace Council YMCA of Southwestern Indiana, Inc. ECHO Community Health Center YMCA of Southwestern Indiana, Inc. Lampion Center The Arc of Evansville Lampion Center Boy Scouts of America, Buffalo Trace Council The Arc of Evansville YMCA of Southwestern Indiana, Inc. Crisis Connection YWCA of Evansville Catholic Charities Diocese of Evansville Crisis Connection Spencer County Hospice Evansville Christian Life Center Easter Seals Rehabilitation Center Big Brothers Big Sisters of the Ohio Valley Boy Scouts of America, Buffalo Trace Council ECHO Community Health Center American Red Cross of Southern Indiana Mental Health America of Spencer County Mental Health America of Spencer County Albion Fellows Bacon Center Catholic Charities Diocese of Evansville Mental Health of Vanderburgh County Mental Health of Vanderburgh County Girl Scouts of Southwest Indiana, Inc. Spencer Co. Council on Aging Mental Health America of Spencer County

9 United Way of Southwestern Indiana 2017 Funded Programs Essential Community Services Program Ark Working Parents Biomedical Services Christmas Gift Lift Program Comprehensive Emergency Assistance Program Crisis Care Program Disaster (Prepare, Respond, Recover) Homemaker Program Immigration Legal Services Long-Term Care Ombudsman Program Re-Entry Program Services to Armed Forces Transitional Housing Recovery Program Volunteer Based Child Advocate Program Agency United Way of Southwestern Indiana The Ark, Inc. (d.b.a. Ark Crisis Child Care Center) American Red Cross of Southern Indiana Mental Health America of Spencer County Christian Resource Center The Ark, Inc. (d.b.a. Ark Crisis Child Care Center) American Red Cross of Southern Indiana Spencer County Council on Aging Catholic Charities Diocese of Evansville VOICES, Inc. Aurora, Inc. American Red Cross of Southern Indiana YWCA of Evansville Vanderburgh County CASA 8

10 ALICE Alice is an acronym that stands for Asset Limited Income Constrained Employed. In 2015 United Way of Southwestern Indiana introduced the ALICE Report; a data-driven, comprehensive research project that tells the story of hard-working people in Indiana. The data shows a signifcant number of Southwestern Indiana households can t afford the basics of housing, food, health care, child care and transportation, despite being employed with one or more jobs. This is the ALICE story. What is the ALICE Story? More than 4 out of 10 of our neighbors and friends are working hard but cannot meet all of their basic needs This story explains a great need that is prevalent in our community Many ALICE individuals are invisible, yet we encounter them everyday-neighbors, co-workers or family members Many ALICE famlies hold jobs that are critical to the success of our communities - child care workers, laborers and movers, home health aides, heavy truck drivers, store clerks, repair workers and office assistants- yet, they struggle to make ends-meet 29% of individuals in Spencer County are below the ALICE threshold. 24% of individuals in Warrick County are below the ALICE threshold. of individuals in Vanderburgh County are below the ALICE threshold. 43% How is United Way changing the ALICE story? United Way of Southwestern Indiana s focus, is shifting to not only giving people a fish, but teaching those indviduals in need how to fish United Way is uniquely positioned to convene the resources, the organizations necessary to impact aspects of their lives, especially in the areas of education, income and health This is an opportunity with more that one solution to improve lives in our community. It will take policy makers, educators, business and social service agencies uniting together to change the ALICE story Our ultimate goal is to change the story for those in need and put them on the path to self-suffiency. Changing the ALICE story benefits the entire community. It benefits the individuals and families in need and it provides employers with a healthy, educated, available work force. It also provides the community with a reduction of support dollars that can be used elsewhere. 9

11 FAST FACTS ABOUT UNITED WAY 1. We do not financially support abortions and we do not financially support any organizations that do abortions. 2. Each United Way is a local organization, independently incorporated and governed by a local volunteer Board of Directors. We are part of a global network of local United Ways. There are 1800 United Ways around the world all working to change the conditions in their local community. United Way Worldwide sets the general focus of the network which is driven by the work of local United Ways. We are a bottom up network not a top down. As a network, we focus on education, income and health. Each United Way can decide how that work will be done in their local community. Money raised stays in the local community. 3. Over 70 volunteers from all backgrounds determine how the money raised in the annual campaign will be invested in programs that focus on education, income and health. Volunteers spend many hours reviewing the funding requests, agency program outcomes, visiting the agencies, reviewing financial information to make a well-informed decisions to invest the money in programs that have the greatest impact. 4. Our United Way treats designations as a separate pool of funding. If the volunteers determine an agency will receive $100,000 and the agency has $50,000 in designated gifts the agency will receive $150,000 from United Way. Designations are paid quarterly and fund distribution amounts are paid monthly. 5. United Way does raise money and distributes it to programs in our partner agencies that focus on education, income, health and essential communtiy needs and we do so much more. 6. The United Way of Southwestern Indiana s administrative costs are 18%. The Better Business Bureau says 35% administrative costs is an acceptable standard. 7. United Way of Southwestern Indiana does support faith based organizations whose missions are to serve all people. We fund several faith-based organizations such as Catholic Charities, Boy Scouts, YMCA, Christian Resource Center, and Evansville Christian Life Center. United Way was founded by religious leaders in Denver in

12 YOUR ROLE AS AN EMPLOYEE CAMPAIGN COORDINATOR (ECC) and NEXT STEPS ROLE: To plan, coordinate and implement a successful United Way Workplace Campaign. To encourage your co-workers to participate in creating a real impact on the community. You can make your Campaign more successful if you begin with recruiting: Solicit your CEO or other Top Management personnel to endorse the United Way Campaign, and to address any company employee campaign presentation meetings Recruit an enthusiastic committee of co-workers to assist in the campaign Engage and work closely with your United Way Staff and/or your Loaned Executive to develop an effective Campaign plan After recruiting sufficient help use Best Practices as a guideline, carefully plan the various components of your Campaign: Plan a Kickoff meeting or event to address all employees Promote the Campaign throughout your company via , posters, payroll mailings, company intranets, social media, lunch/break room videos, etc. If your CEO/Top Management does not conduct personal or special group meetings with Leadership Givers (which is the preferred process), schedule and conduct a separate Leadership Giving Solicitation (for donors of $1,000 or more) Work with your YLU representative to recruit younger employees to get involved Coordinate the distribution and collection of all campaign materials, including Employee Pledge Forms Be sure to invite EVERYONE in your company to give Encourage volunteerism among your co-workers Complete your Campaign by giving United Way your Final Report by Friday, December 1st. Plan to attend our Campaign Finale event on December 8th. Thank your donors and volunteers 11

13 BEST PRACTICES 1. Strong visible CEO support Start by securing support from the top. Discuss with your CEO possible corporate contributions or matching employee donations. Ask your CEO and/or Department Heads to endorse the Campaign through letters or s and by participating. 2. Establish a Steering Committee that includes a Keel Club and/or a Young Leader Chair 3. Set a specific goal, based on history and projections United Way Staff can offer assistance, if they have not already discussed this with your CEO. 4. Develop and schedule separate meetings for Senior Staff, Keel Club and Young Leader donors or prospects 5. Include strong educational elements in the Campaign Build awareness by delivering compelling reasons to give Direct employees to our website ( for more stories and information as well as our Facebook, Twitter and Instagram pages Put an article about the Campaign in your company newsletter United Way success stories to your employees -- use your intranet if available. Place campaign posters in lunchrooms and on bulletin boards Share stories about YOUR company s employees who have received support from United Way -- or stories about friends or families ( Do not identify support recipients by name without their permission) 6. Be intentional with strategic recruiting and by training solicitors 7. Utilize United Way Staff resources for new ideas 8. Engage employees in volunteer opportunities such as Day of Caring 9. Say THANK YOU 12

14 MAKING THE ASK Start BIG with Leadership Giving -- focus on those who have given $1,000 or more per year in the past, and those who have given close to that, to increase their gift Be sure to ASK every employee for a gift Always be respectful of the fact that giving is a personal matter -- whether a person wishes to give and the amount they choose to give is up to the individual Research shows that the number one reason people don t give is because they are not asked! Describe and explain any corporate match that may be offered through your company Explain the convenience of payroll deduction (if appropriate) for the donor Recognize commitment and make everyone feel appreciated Submit completed FINAL campaign report envelopes to your United Way rep as soon as your campaign is over SAY THANK YOU Celebrate success and say thank you to all your donors. Share your results with everyone who participated Help us say thanks by sharing your donor information with us. Donors feel more connected when we thank them directly. Donor information is not shared with or sold to any other organization 13

15 VOLUNTEERS MAKE A DIFFERENCE Include volunteerism as a component of your company s corporate social responsibility and Include volunteerism as a component of your company s corporate social responsibility and engagement strategy. engagement EMPLOYEE VOLUNTEERISM HAS ADVANTAGES... Improves corporate image and relations with stakeholders through positioning as a leader in giving back at the local and national level Develops and enhances employees professional and leadership skills Boosts employee morale, team building, loyalty, productivity, motivation and reduces absenteeism Attracts new hires Builds stronger communities by addressing social issues Leverages contribution dollars and therefore enhances the impact of financial contributions Make United Way a part of your strategy. Engage employees in volunteerism during United Way Day of Caring in September and other volunteer opportunities throughout the year. OPPORTUNITIES AVAILABLE Day of Caring (September) Focus Area Panels (January May) VITA (Volunteer Income Tax Assistance free tax preparation) Greeters & Preparers (December April) FAFSA (October March) Spring Days of Caring Kindergarten Camp (June) Resource Data Entry General Office Young Leaders United Special Projects Need more information? Contact Birdie Harrison at bharrison@unitedwayswi.org or at

16 INCENTIVES and SPECIAL EVENTS Incentives and Special Events increase enthusiasm, participation and size of donations. By encouraging participation in company or department-wide events, it enhances conversations about and awareness of your Campaign. Use these special events not just as fund raisers, but as opportunities to demonstrate top management endorsement and support; to further educate your employees about United way and their mission and to enhance team development. They can be great for company spirit; and most importantly--to HAVE FUN! IDEAS FOR INCENTIVES Food - people always appreciate a treat Give away door prizes Order logo items from Ask other employees to donate items Extra 1/2 hour for lunch for a week Leave Work Early passes Sleep In passes Special parking place Afternoon off of work Lunch on the Boss Movie/game/play tickets Golf with the boss Car washed by boss or co-worker Office redecorated or cleaned Restaurant, gas and car wash gift certificates Company promotional items IDEAS FOR SPECIAL EVENTS FOOD Backyard/Parking Lot Bar-B-Q Bake Sale Chili Cook-off Cookie Sale Employee Cookbook Potluck Luncheon Root Beer Float Sales Snack & Dessert Cart GAMES American Idol Family Feud Fear Factor Indoor Mini Golf Jeopardy Let s Make a Deal Wheel of Fortune Who Wants to be a Millionaire Are you smarter than a 5th grader EVENTS Employee Car Wash Garage/Rummage Sale 15 Online Auction/Silent Auction Ornament Raffle Tricycle Races Appreciation Grams Casual Day Craft Sale Guess How Many Identify the Baby Photo Contest Movie Trivia Quiz Penny Wars Pumpkin Decorating Contest Shave the Boss s Head Tug-of-War CONTESTS Best Photo Contest Guess How Many Identify the Baby Photo Contest Movie Trivia Quiz Penny Wars Pumpkin Decorating Contest Shave the Boss s Head

17 #MAKINGYOURUNITEDWAYCAMPAIGSOCIAL Including E-Communication and Social Media into your company campaign is a great way to engage your employees and build morale to help make your campaign more successful. USING YOUR COMPANY NEWSLETTER OR INTRANET SITE TO PROMOTE YOUR Provide a link to United Way s website, Post or send daily educational and informational messages about United Way during the campaign. Share the United Way campaign video Post the schedule or calendar of campaign events Feature employees who have benefitted from United Way or one if its partner agencies and share their story Ask employees why they give/volunteer or how they LIVE UNITED and post their quotes Encourage employees to be social with United Way on Social Media on Instagram-@unitedwayswi, Facebook-facebook.com/unitedwayswi and LinkedIn SAMPLE MESSAGES ANNOUNCING YOUR CAMPAIGN SUBJECT: Are you ready to make a difference? Mark your calendars! (organization s) United Way Campaign starts (insert date). As Employee Campaign Coordinator, I look forward to making this a fun and impactful experience for everyone. United Way s campaign is our opportunity to help individuals in our community reach self-sufficiency. I am excited about our united effort in the next few weeks and encourage your participation and support. Stay tuned for more details! ANNOUNCING YOUR CAMPAIGN KICK-OFF SUBJECT: Let s help others reach their full potential! Join us and LIVE UNITED as we kick off our United Way campaign. Everyone is invited to join us in as many of the following events and activities as you can: (List any activities you will be having) Look for more ways to GIVE, ADVOCATE & VOLUNTEER with United Way soon because great things happen when we LIVE UNITED! CAMPAIGN PROGRESS UPDATE SUBJECT: We re almost there! WHAT DOES YOUR DOLLAR DO SUBJECT: Every dollar makes a difference Congratulations (organization) employees! We ve reached % of our goal. Last week s (special event) was a huge success and thanks to your participation and (highlight from event). By investing in United Way when we GIVE, ADVOCATE & VOLUNTEER we are investing in our community. Please turn in your pledge cards by (date) so that we can achieve our final goal of (amount). I m proud to be apart of a movement to help so many in our community reach selfsufficiency! Please stop by and say hi or if you have any questions. 16 United Way of Southwestern Indiana funds over 60 programs and projects year round. Every dollar you give makes a difference--a low income family become financially stable; people have access to health care; improve school success with children. To find out more about United Way please visit, unitedwayswi.org.

18 #MAKINGYOURUNITEDWAYCAMPAIGNSOCIAL TWEET IDEAS Twitter is a great way to engage your employees and spread the word of your company s campaign. When tweeting please be sure to mention United and use the following hashtags, #LIVEUNITED #Campaign2017. Remember, the more pictures you can share the more relevant your tweets will be to your followers. Investing is easy and the impact is huge! #LIVEUNITED #Campaign2017 (Organization) pledges to advance the common good of our community #LIVEUNITED #Campaign2017 Because we have seen the #impact makes we choose to #LIVEUNITED. #Campaign2017 We love seeing our employees #LIVE #Campaign2017 We believe every dollar makes a difference that s why (organization) invests #LIVEUNITED #Campaign2017 Great things happen when #Campaign2017 LET S BE FRIENDS Sharing on your company s Facebook page is a great way to engage your employees and show your supporters your dedication to United Way of Southwestern Indiana and your passion for helping individuals reach their full potential. Be sure to tag United Way of Southwestern Indiana in your posts and to share pictures (Organization) s United Way campaign kicks off today! When we LIVE UNITED great things happen in our community. To us, (Organization), investing in United Way of Southwestern Indiana is investing in our community. (Organization) knows that many in our community need help. That is why we invest in United Way of Southwestern Indiana. Check out (Organization) s employees sporting their LIVE UNITED shirts. For us, we believe we all should LIVE UNITED to greatly impact our community. (Organization) believes in helping individuals in Southwestern Indiana reach self-sufficiency. That is why we support United Way of Southwestern Indiana! (Organization) understands United Way of Southwestern Indiana is the connection for members in our community to reach their full potential. Because (Organization) thinks WE BEFORE ME we invest in our community by investing in United Way of Southwestern Indiana. PICTURE THIS If your company or employees utilize Instagram encourage them to share pictures from your campaign! Sharing 1-3 pictures daily during your campaign can increase enthusiasm amongst your organization. When sharing please tag United Way of and use #LIVEUNITED and #Campaign2017 as your hashtags. 17

19 YOUNG LEADERS UNITED Young Leaders United (YLU) is an initiative of United Way of Southwestern Indiana created for young professionals, ages 40 and under, who want to be involved in the community in meaningful ways. YLU offers unique opportunities to get involved in the community to work towards building a stronger, healthier community. Throughout the year, YLU members are invited to participate in meaningful volunteer opportunities, professional development luncheons, tours of our partner agencies and social networking events. Young Leaders United members who contribute $500 or more to United Way of Southwestern Indiana, are considered Leadership Donors, and receive additional benefits such as invitations to the annual YLU Leadership Appreciation event and an invitation to the Keel Leadership Reception where you can mingle with community leaders. HOW TO BECOME A MEMBER All young professionals, ages 40 and under who are involved with United Way of Southwestern Indiana are invited to become a member of YLU. Whether you Give, Advocate, or Volunteer for UWSWI, it s easy and simple to join: Check the Young Leaders United E-communication box in Section 1 of the United Way of Southwestern Indiana pledge form to be kept up-to-date with upcoming events. YLU Leadership Donors may also check the Leadership Giving box in Section 4 of the UWSWI pledge form in order to receive the additional benefits that accompany their gift. To find out more about how to join YLU, contact Zac Heronemus via at zheronemus@unitedwayswi.org or by phone at

20 REPORTING Filling out the Report envelope: 1. Sort pledge forms by payroll deduction, cash/checks and credit card payments. 2. Check each form to be sure the total pledge is completed and the pledge form is signed. 3. Make sure any cash or checks are attached to the pledge forms. 4. Write in the name of your company, CEO name, #employees and the number of pay periods. This information helps us with keeping our records updated. Section 1 A. If you are including a Corporate Gift, fill in the total amount pledged AND the total amount enclosed. B. Total the number of donors who gave cash or checks. Total the amount of all cash or check gifts and enter under Total Amount Pledged. Write in the amount enclosed in the envelope. C. Total the number of donors who gave by credit card. Total the amount of all credit card gifts and enter under Total Amount Pledged. D. Total the number of donors that wish United Way of Southwestern Indiana to bill them directly for their gift. Add the total of the gifts that the donor wishes to be billed directly. E. Total the payroll deduction gifts and write in the box the number of people who gave through payroll deduction. Add the total of all the payroll deduction amounts and enter under Total Amount Pledged. F. If you do any special event fundraisers within your building enter the amount on the line Special Events and enter the amount raised. G. On the Grand Total line enter the number of donors in all categories. Tabulate the amounts pledged in all categories. Enter the amount of any cash, check or special event money enclosed in the Report Envelope under Payment Enclosed. Please note that the totals listed in Total Amount Pledged and Payment Enclosed at the Grand Total line should include only the pledges/payments in the submitted envelope. Section 2 If there are any Leadership Donors ($1000+ or Young Leader $500+) include a summary of those gifts in the Report Envelope. Section 3 Complete: a) Date line b) Check if it is a final report or a partial report c) Person Preparing the Report line along with your phone number and . If there are questions we can contact you. 19

21 REPORTING Example of a Report envelope: 20

22 REPORTING Filling out the Pledge Form: SECTION 1: This is the information United Way collects to communicate with donors. Please have each person fill in the information and check the boxes that apply. SECTION 2: Be sure each pledge form has the total gift amount completed, signature and date. If a pledge form is turned in without a total or signature please go back to the donor and have them sign the form and write in the total gift. SECTION 3: This section of the pledge form is how a person wants to give. Payroll deduction is the easiest way to give. A donor may also give cash or a check. Please make sure the cash or check is attached to the pledge form and the total gift amount on the pledge form is filled in and signed in the event that the cash or check is separated from the form. A donor may also give by credit card. For your security, please contact the number on the pledge form to give your credit card information. SECTION 4: United Way has two Leadership Giving programs: Young Leaders United (under 40 years old and giving $500) and the Keel Club (individuals giving $1000 or more or combined with a spouse s gift equals $1000 or more). 21

23 CONTACT US PLEASE FEEL FREE TO CONTACT US. We are here to help you run your workplace campaign as smoothly as possible. If you have general questions about your Campaign, Campaign Supplies or Special Events, please contact: Ayana Blair Director of Resources Development Kathryn Nix Marketing & Communication Director ZAC HERONEMUS Resource Development Officer If you are looking for Sponsorship or Major Gift information please contact: Katie Merrick Development Officer AMY CANTERBURY President and CEO Katie Robison Administrative Assistant If you are looking for volunteer engagement ideas, please contact: BIRDIE HARRISON Engagement Coordinator