United eWay The Online Way to Pledge Next Slide >>

What Is United eWay An online technology solution designed to facilitate information distribution, pledge capturing, and administrative functions associated with conducting a United Way Campaign. United eWay consists of two powerful web sites customized for your organization’s United Way campaign. One for employees and one for campaign team members to use in administrating the campaign. Next Slide >> Automatically advancing

Employee Donation Site Potential donors will have access to a user-friendly, fully-customized web site for your organization’s campaign featuring: Quick & easy online pledging through a secure web site Information about United Way and answers to frequently asked questions Your company’s logo and a message from your CEO An online calendar of events & news with information specific to your United Way campaign Automatic thank you email acknowledging their donation A real-time online thermometer to see the status of your campaign Next Slide >> Automatically advancing

Employee Donation Site Employees receive a personalized e-mail message providing the login URL, their user name and password. Your Company 2002 Employee Campaign has officially kicked off and we invite you to join your co-workers in becoming a LOCAL HERO! We have a week of fun events planned. To learn more about how you can make a difference in our community through the United Way Community Campaign and to make your donation, log in using the following Username: Test1 and Password: money$ by clicking below: Donor Site If the above link does not appear as a hyperlink, select it, copy it and paste it into your browser. UWCArea_Demo Test1 ******* Next Slide >> Automatically advancing

Employee Donation Site After logging in, employees are taken to the Employee Donation Site, which is fully-customized for your company’s campaign. Next Slide >>

Employee Donation Site Your company’s United eWay web site will prominently feature your company’s logo or a graphic image representing your company’s campaign theme. Next Slide >>

Employee Donation Site Employees will be greeted by name with a message and photo from your company’s CEO. Next Slide >>

Employee Donation Site Informational links on the navigation bar allow employees to find more information about United Way. Next Slide >>

Employee Donation Site A real-time pledge bar shows employees the latest results on your company’s campaign. If you prefer for campaign results to remain a surprise until the conclusion of your campaign, this feature can be turned off. Next Slide >> Automatically advancing

Employee Donation Site The “Campaign News & Calendar” link on the navigation bar directs employees to a custom page containing news items specific to your campaign and a calendar of events highlighting your campaign activities. Next Slide >>

Employee Donation Site Designated campaign team members from your organization would be able to post news items specific to your campaign. Examples of ways to use this section include: Campaign announcements Prize winners Online quizzes Stories of people within your organization who have been helped by United Way agencies Next Slide >>

Employee Donation Site The online calendar of events provides one central location for your employees to find information about upcoming campaign events. Next Slide >> Automatically advancing

Employee Donation Site Once an employee clicks “Pledge Now!” on the navigation bar, they may make their contribution online through a few simple steps. Next Slide >> Automatically advancing

Employee Donation Site The first step for making a donation through the United eWay site is to select a payment option. This list may be customized based on which payment options you offer within your company’s campaign. Next Slide >> Automatically advancing

Employee Donation Site Once the employee selects his/her payment option, United eWay prompts them to enter their donation information. Next Slide >>

Employee Donation Site You may select multiple ways for your employees to indicate their pledge amount. All United eWay pledging options are customizable to meet your company’s campaign needs. Next Slide >>

Employee Donation Site As the employee enters his/her donation, United eWay automatically recognizes gifts qualifying for Leadership Levels. Donors that are near qualifying for Leadership Levels will be notified that their donation is near a Leadership Level threshold. Next Slide >>

Employee Donation Site Employees may direct their donation to United Way’s Community Fund in order to impact the most needs, or they may choose to invest in an area of interest to them. Next Slide >> Automatically advancing

Employee Donation Site Employees are then taken to a screen where they may invest their donation in a variety of ways. Next Slide >> Automatically advancing

Employee Donation Site Employees may direct their donation to United Way’s Community Care in order to help the most people, invest their contribution into one of United Way’s service area in order to impact a particular area of need, or they may select a specific agency from the list of United Way partner agencies. Next Slide >> Automatically advancing

Employee Donation Site The final step for making a donation through the United eWay site is to review your donation selections and verify your personal information. If the employee would like to change any information on this screen, they may click back to make modifications prior to actually submitting their pledge. Next Slide >> Automatically advancing

Employee Donation Site That’s all there is to it! In just four simple steps, employees can make their United Way contribution online. Next Slide >>

Employee Campaign Coordinator Administrative Site How does United eWay help campaign team members track donations and administer your company’s United Way campaign? Next Slide >>

Employee Campaign Coordinator Administrative Site Your Employee Campaign Coordinator and designated campaign team members are provided online administrative tools featuring: Advanced real-time reporting which allows you to customize report criteria Broadcast e-mail functions based on campaign-related distribution lists Ability to access all reports and email functions based on your organizational hierarchy Ability to update information on your company’s news & calendar of events pages Data-entry interface for integrating pledges made through printed pledge cards into the online reports Ability to download campaign data for importing into your payroll systems Next Slide >> Automatically advancing

Employee Campaign Coordinator Administrative Site Campaign Summary The campaign summary screen provides campaign team members with a real-time look at your campaign’s status through a variety of graphs. Next Slide >> Automatically advancing

Employee Campaign Coordinator Administrative Site Report Builder Through the custom report builder, you can select from a list of reports and customize them based on your criteria. With the custom report builder, it’s easy to get real-time reports with exactly the information you are looking for. Next Slide >> Automatically advancing

Employee Campaign Coordinator Administrative Site E-Mail Broadcasting E-Mail Broadcasting features allow you to send e-mails to employees based on campaign-related distribution lists. Next Slide >> Automatically advancing

Security and Hosting All United eWay campaigns nation-wide are hosted at NeoSpire, a Dallas-based web hosting facility Highly secure network infrastructure has gone through extensive security audits and stress testing to ensure optimal performance and maximum security Employee donations are transmitted through advanced application security, encrypted, and protected by a sophisticated firewall and—earning the site VeriSign Secure Site certification Next Slide >> Automatically advancing

Benefits of Conducing an eCampaign More accurate data collection Less chance for typos or incomplete information Error rates for paper campaigns are usually around 10%; eCampaigns typically have error rates of 1% Speed and efficiency Less time spent on keying data into systems Mid-Campaign reporting Available to let campaigners know while they can still act Advanced system security ensures confidentiality within your campaign Only designated campaign team members can access individual donation information Next Slide >> Automatically advancing

Requirements to Run a Campaign To set up a campaign on United eWay, the company will need to provide the following items in an electronic format. Detailed file requirements for all items will be provided. A spreadsheet listing all employees who will need access to your campaign web site A message and photo from your CEO Your company’s logo Calendar of events and news items to be posted on your campaign web site (optional) Text for the initial campaign launch email and a thank you email for donors (optional) Next Slide >> Automatically advancing

Requirements to Run a Campaign To access the United eWay system, donors will need: A computer with Internet access Internet Explorer 5.0 or Netscape Navigator 5.0 Next Slide >> Automatically advancing

Lessons Learned from Previous eCampaigns eCampaigns can not replace the implementation of Best Practices within the campaign. While electronic campaigns make many elements of running a United Way Community Campaign easier, it should not replace the face-to-face interaction of a United Way Community Campaign. Up-front planning for eCampaigns may be more time consuming than traditional campaigns but cuts time dramatically on the pledge collection & reporting side of the campaign. Effective use of mid-campaign reporting can give employee campaign coordinators immediate feedback. Employee Campaign Coordinator’s can strategically time when a voice or e-mail message is sent to employees eCampaign applications can send ‘reminder’ e-mails to employees who haven’t yet completed their pledge Next Slide >> Automatically advancing

Other Companies Using United eWay Nation-wide, over 690 companies have used United eWay in their campaigns, donating over $79 million. Some of these companies locally include: Advest CIGNA ConnectiCare, Inc. and Affiliates Day, Berry & Howard ING Americas Northeast Utilities System The Phoenix Companies, Inc. Stanley Works Travelers Town of Windsor United Technologies Corporation Next Slide >> Automatically advancing

Pricing There is no charge for a company to use eWay, as long as it is a local campaign (Hartford Region). There may be a charge for campaigns outside of the Hartford Region. Next Slide >> Automatically advancing

Questions? For questions or to discuss using United eWay for your United Way Community Campaign, contact your United Way account manager or Sara Miller at (860) 493-6804. www.UWCACT.org