2018 Campaign Manager ACTION GUIDE A Step-By-Step Tool for Success! Be sure to visit www.unitedwaytoledo.org/yourcampaign for additional resources.

You are a Change Maker Campaign Managers (CMs) are the critical link between United Way of Greater Toledo (UWGT) and the employees that help us change the story of many in Lucas, Wood, and Ottawa counties. In this Action Guide are tips for strengthening your campaigns, getting more employees engaged and, overall, making a lasting impact on our community and your company. In this Action Guide you’ll find: Step-by-step instructions on planning every aspect of campaign, from the logistical to the fun Ideas and tips to make campaign more engaging The best campaign tools to make the greatest impact We hope you’ll use this as the go-to resource for your campaign needs, but an Action Guide can only do so much. Your UWGT campaign representative/contact (UW Rep) is always available to help with the rest, so please reach out to us. Your UW Rep contact is: __________________________________________ Phone: ___________________________________ Email:____________________________________

Be sure to check out new Campaign Manager Virtual Modules! Campaign Manager Role You’re the right fit for the CM role if… You want to expand your leadership skills You have a passion to create change You’re a trusted colleague You embrace your company’s culture of philanthropy You inspire others to make an impact in the local community! Benefits: Grow your leadership, project management and public speaking skills Showcase your commitment & leadership to others in your company Collaborate with a team of compassionate & talented co-workers from different departments Be sure to check out new Campaign Manager Virtual Modules!

Campaign Best Practices The best tools to make the greatest impact

Helpful Campaign Tools There are many different fundraising tools and best practices that you can implement during your campaign to achieve the success you desire. We would like to highlight a few tools that have been proven to have the greatest impact in our community as well as nationwide. In this section you will find more information on the following: The impact of UWGT top best practices Benefits of utilizing ePledge online giving tool Benefits of connecting your employees to our Affinity Groups Examples of year-round engagement activities Recognition for your efforts in implementing best practices

Impact of Best Practices

Benefits of ePledge: Online Giving Website Quick, accurate, secure pledge processing Minimize or eliminate paper pledge cards and reporting envelopes Convenient and private pledging for employees New employees can be added at any time during the campaign Kickoff and reminder email messaging scheduled and sent automatically Instant email confirmation of pledge sent directly to employee Real-time campaign reporting for Campaign Manager Payroll file provided at end of campaign

Affinity Groups Our United Way Affinity Groups are comprised of passionate and dedicated volunteers who form strong professional networks, raise money and create positive change in targeted segments of our community. By donating $250 to United Way, you can join one or all four affinity groups. African American Leadership Council of United Way United Way Emerging Leaders Women’s Initiative of United Way Retire United Please check out our website to learn more about each group https://www.unitedwaytoledo.org/get-involved/affinity-groups.html

Year-Round Engagement Our biggest champions are companies who are able to instill a year-round workplace engagement plan with United Way in respect to communication, education, involvement, and volunteerism. Activities include: Promoting Affinity Groups Day of Caring United Way Funded Partner site visits Individual volunteers On-site volunteer opportunities Participate in a leadership position on a United Way committee Exclusive Campaign Manager events such as forums, round tables, and after-work socials are additional opportunities to stay connected as well. Funded Partner Site Visit: We are excited to offer opportunities for United Way donors, volunteers and stakeholders to visit our funded partners. See firsthand the impact these partners make in our community! We will send out updated schedules on a monthly basis to register through Eventbrite. Please note, most sites have limitations to the numbers of guests they can host. If a date is not showing on this registration page, it indicates the visit is full. Day of Caring: Please note, this year’s event is sold out! Please connect with your UW Rep to discussing planning a Day of Caring at your company Indivudal/On-site Volunteering: United Way of Greater Toledo is proud to mobilize over 10,000 volunteers every year in our community. Simply call 2-1-1 to be connected to a volunteer opportunity

Campaign Awards ENGAGEMENT AWARDS Top Year-Round Engagement Campaign Awards recognize your commitment and implementation of best practices as a Campaign Manager and as a company. Visit www.unitedwaytoledo.org/yourcampaign for campaign award criteria details! ENGAGEMENT AWARDS Top Year-Round Engagement Top Volunteer Engagement Campaign Manager Years of Service Recognition CAMPAIGN PERFORMANCE AWARDS Best in Show Extra Mile / Change Maker Award LIVE UNITED Small Companies LIVE UNITED Small But Mighty Game Changer Award Top Industry Innovation Top Leadership Giving Increase Top Labor/Management Corporate Partnership Campaign Manager Hall of Fame CEO Involvement Hall of Fame

Top 10 Action Steps A step-by-step guide to running a great campaign

#1 Recruit A Team Don’t run your campaign alone. Recruit a committee of enthusiastic, resourceful and committed employees to help you plan the best possible campaign! Diversity is important. Involve people from various departments in your organization, such as marketing, human resources, payroll, etc. Set up regular committee meetings and delegate responsibilities. Our team is: ____________________________________________ ____________________________________________

#2 Determine Your Timeline Keep your campaign strategically timed and goal-oriented. Campaign start date: ___________________________ Campaign end date: ___________________________ Start a campaign with a clear kickoff and wrap up with a great finish Talk with your UW Rep to determine the best timeframe for your company and be sure to keep leadership in the loop as you move forward

#3 Set A Challenging Yet Attainable Goal Be ambitious but realistic so your company has an attainable goal to reach. Work with your UW Rep to assess 2017 data such as a churn report Utilize the CIR and goal setting sheet to set your 2018 goal Determine if your company will focus on increasing participation, increasing employee dollars, striving to achieve particular campaign goals, etc. OUR CAMPAIGN GOAL(S): _________________

#4 Plan Your Employee Campaign Activities Provide multiple opportunities for employees to learn more about how they can get involved! Your campaign can include a formal kickoff with a guest speaker from one of our funded partners and other special events that match the culture of your company. For maximum impact, be sure to invite your UW Rep so we can showcase the work happening in the community and help you share stories of people who are impacted. Our kickoff will be on: _________________________ at __________________________ (location) Our guest speaker will be: _____________________ from _________________________ (agency) Our special events will be: ____________________________________ on ____________ (date) _____________________________________ on ____________ (date)

#5 Schedule Your Volunteer Projects Did you know UWGT can help you develop a corporate volunteerism program, from a one-time opportunity to a year-round calendar? Volunteering is a great way to get introduced to UWGT’s community impact efforts and create employee comradery! The average gift of someone who donates is $331*. The average gift of someone who volunteers and donates is over $2,000*. Volunteer project ideas: __________________________ *national data

#6 Promote Leadership Giving Set a meeting designed to educate organizational leaders about the benefits of giving at the Leadership Donor level. Bronze: $1,000+ Silver: $2,000+ Gold: $3,000+ Platinum: $5,000+ Emerald: $7,500+ Tocqueville Society: $10,000+ UWGT Leadership Levels: Leadership Roundtables Consider inviting UWGT staff to facilitate a Leadership Roundtable discussion with leadership and potential leadership donors at your company. This would be an opportunity to engage and retain donors through open dialogue around United Way and what inspires people to give and volunteer. Our leadership giving meeting is: _____________________ Mention CIR worksheet

#7 Communicate With Employees About Campaign Our communication plan We will send communications via: ______________ on ___________ (date) We will hand out: _________________________________ _________________________________ Consider going digital! All of our campaign materials will be available in digital format and ready to download on the Campaign Toolkit at www.unitedwaytoledo.org/yourcampaign . Hang posters and flyers in prominent places to announce the UWGT campaign dates and important information. Be sure to have a single point of reference for employees to access campaign information. Make sure you have the following essential UWGT materials: Campaign material request forms are available for you to complete today! Brochures Posters Pledge forms or ePledge set-up Affinity Group rack cards

#8 Don’t forget to say “THANKS!” Thanking your employees in a timely manner is a crucial part of the campaign and will reinforce positive feelings about their participation. Thank donors by sending a letter or email. Offer an incentive as a thank you such as a company dress-down day or gift cards. Thank your CEO and leadership team for their involvement and support Thank your committee Our “Thank You” Plan: We plan to offer these incentives: _______________________________

#9 Finalize Your Campaign If you are not utilizing ePledge, the steps below outline the appropriate measures for closing your campaign: Ensure all pledge forms are collected by your established deadline. Follow-up with employees who may have been on vacation or out of the office and missed the opportunity to pledge Contact your UW Rep to arrange a brief, 15 minute meeting. Going through the pledge forms together before sealing the envelope can save a lot of time in the long run! Remind donors to keep a copy of the pledge form for tax purposes. Results will be turned in to UWGT by: ___________________________

#10 Stay Connected Your UW Rep is here to help year-round! Have quarterly coffee dates to keep UWGT up to date on what’s going on at your company and to learn how your company’s support for UWGT has helped improve lives in Toledo. Attend Campaign Manager exclusive events throughout the year Follow us on social media an become a Community Change Maker Facebook Twitter Instagram Blog

Thank YOU for your commitment to our community Thank YOU for your commitment to our community. Together, we are changing lives because… united as one, we have the power to change the story of many.