1. [Personalized Text] Campaign Coordinator Guide
COMPANY LOGO
[Personalized Text] Campaign Coordinator Guide

2. Table of Contents COMPANY LOGO United Way Overview
Develop A Plan For Success
Build A Strong Campaign Team
Involve Your Leadership
Run A Special Groups Campaign
Promote and Publicize
Campaign Kickoff
Make The Ask
Report Your Results
Say “Thank You!”

3. United Way Overview Advancing the Common Good
United Way is working to advance the common good by focusing on education, income and health.
These are the building blocks for a good life – a quality education that leads to a good job, enough income to support a family through retirement and good health.
LIVE UNITED is a call to action for everyone to be part of the change.
EDUCATION Helping children and youth achieve their potential INCOME Promoting financial stability and independence HEALTH Improving people’s health

4. United Way Overview Bold Goals for the U.S.
Education
Cut by half the number of students who drop out – 560,000 more youth per year will graduate from high school
Income
Cut financial instability by half – 1.9 million more lower-income working families will be financially stable
Health
Increase by a third the number of youth and adults who are healthy and avoid risky behaviors – 1.9 million more youth and 29.2 million more adults will be healthy and avoiding risky behavior
Local United Ways are working on education, income, and health issues - now with more focused effort
Much of the work in the three areas overlaps – work in education may touch on health, work in financial stability may involve education, health important to success in education
How local United Ways address each area may be different
There is flexibility within geographies on how their work will look and the way in which they choose to address each issue
Overall, the United Way system is on a path to succeed in reaching our 10-year bold goals, working with others, i.e. governmental agencies, other non-profits, corporate partners.

5. Develop A Plan For Success
We encourage you to work with your United Way staff to assess the strengths of last year’s campaign and identify areas of improvement in order to reach your goals.
Campaign Checklist
Sample Campaign Timeline
How To Set Your Goal

6. Develop A Plan For Success Campaign Checklist
Develop a timeline and set measurable goals
Choose strategies that are tailored to your corporate culture
Identify events that work best for your employees and are fun
Consider incentives to increase participation
Assign responsibilities to your team members

8. Develop A Plan For Success Sample Campaign Timeline

9. Develop A Plan For Success How To Set Your Goal
A workplace goal provides an incentive to give and measure success. Every year, your organization should strive for even better results to make improve more lives in your local communities.
Set a workplace goal to encourage increases in giving. The worksheet included here can help you to calculate your company’s investment potential.

10. Build A Strong Campaign Team
Successful Campaigns are the result of a varied and inclusive Campaign team. Be sure to include representatives from many levels of management, line staff and departments.
Building a Strong Team
Confer with previous Campaign Coordinators to recruit the most enthusiastic and hardworking team members.
Recruit opinion leaders and those you feel will be effective working within a committee structure to meet a common goal.
In tandem with your CEO, select a person to chair (lead) the Leadership Campaign. The best candidate is someone who is, or will become, a Leadership donor.
BRIGHT IDEAS
Partner with United Way staff for training
Establish duties for each team member
Keep team engaged and informed

11. Involve Your Senior Leadership
The success of your campaign will be significantly improved based on the commitment and visible support your senior managers and chief executive officer provide.
Ask your CEO to send personal correspondence (i.e. letter, , payroll insert, etc.) to each employee asking for Campaign support and contribution. Follow-up with a letter or phone call thanking each employee for his or her gift.
Arrange for your CEO to host the Campaign kickoff celebration and speak with small groups of employees during meetings and events throughout the Campaign.
Make sure to have the CEO and/or other top executives represented at all Campaign meetings and attend most Campaign activities, including volunteer events.
Obtain pre-approval for employees to participate in agency tours and special presentations associated with the Campaign.

12. Run A Special Groups Campaign Leadership Givers or Tocqueville
Publicizing Leadership Giving opportunities is an important key to increasing your average gift and senior management support.
Leadership Givers have demonstrated their belief that their community is worthy of significant personal investment. In most communities, donors giving $1,000 or more are considered Leadership Givers. Please check with your local United Way about Leadership Giving in your community. Many corporations also recognize employee donors who give $1,000 or more as Leadership Givers within their organization.
The United Way Tocqueville Society recognizes individuals making gifts of $10,000 or more annually to their local United Way. This giving level was founded 25 years ago in order to deepen the understanding, commitment and support of United Way’s most generous and community-minded investors.

13. Run A Special Groups Campaign Affinity Groups
United Way’s special recognition societies allow Leadership Givers to select membership in groups that fit their passion, interests and lifestyle.
Women’s Leadership Council Positions women as philanthropic leaders in the community, educating members about the impact of their contributions on pressing health and human service issues, particularly those affecting women, children and families.
Young Leaders Society Helps advance its members as young leaders both professionally and civically, providing networking opportunities with community business leaders.
African American Leadership Society Celebrates the Leadership contributions made by African American donors to United Way, and provides opportunities for education, recognition, engagement and volunteerism.
Latino Leadership Initiative Aims to engage and educate Latino leaders on how the Latino community participates in, and benefits from, the work of United Way and its partners; also increases Latino participation in United Way’s decision-making processes.

14. Promote and Publicize
United Way can help you create a fun, exciting employee environment where a passion for giving is contagious. These ideas will help you bring the impact of giving to life as you show employees how their gifts are changing lives in their community. LIVE UNITED by:
Opening your heart -- GIVE
Spreading the word -- ADVOCATE
Joining hands and giving your time -- VOLUNTEER

15. Promote And Publicize Campaign and Year-round Communication Tools liveunited.org/gcltools

16. Promote and Publicize Online Giving Site
Align campaign and/or giving site to LIVE UNITED
Highlight company and/or United Way initiatives that align to Education, Income or Health
Highlight and promote the importance of GIVE. ADVOCATE. VOLUNTEER. in the campaign and on the giving site
Include a link to sign up for VOLUNTEER and/or ADVOCATE opportunities
Include links and/or messaging around Leadership Giving and Planned Giving
Highlight incentives for giving
Include “Last Year’s Gift” and possibly a suggested gift/ask amount
Include targeted/segmented payroll questions to increase last year’s gift
Custom question tied to giving levels or incentives
Percent of salary
Per Pay Period amount
Use Leadership up-sell messages in the giving site

17. Promote and Publicize Online Engagement
Use targeted messaging/segmented communication to various employee populations through communications
Loyal Contributors
Affinity Groups/Business Resource Groups/Different Departments
Leadership Givers or Tocqueville Donors
Continuous Givers
Company Executives
Educate/communicate to employees about affinity groups and collect information for reporting
Ask donors to share how many years they have contributed to United Way
Ask donors to identify their areas of interest (company and/or United Way initiatives that align to Education, Income or Health)
Ask donors to provide contact information – , home mailing, etc.
Use or giving site functionality to thank and recognize donors
Ensure segmented groups are included in the reporting for both companies and United Way

18. Promote and Publicize Online Resource and Recognition
Corporate Leadership Connections newsletter to corporate and United Way contacts
*United Way can also work with you to create custom s to employees
to subscribe

19. Promote and Publicize Year-Round Communications
Corporations who take a year-round approach to their philanthropic partnerships offer employees an opportunity to build stronger relationships with community organizations. This provides a winning situation for everyone—the company, employee, organization and community. 
Volunteer throughout the year (3-4x)
Consider onsite activites which offer employees an easy way to volunteer without leaving the office
Adopt an Agency and stay posted on progress and results
Host a lunch & learn to inform employees about key issues in your community or ways to get involved
Family fitness fair – Organize a free community Fitness Fair with healthy recipes, exercise demonstrations, volleyball games, healthy snacks, etc.
Share updates and community impact/success stories – newsletter articles on your intranet, s, flyers or other employee communications

20. Promote and Publicize Examples of Global Corporate Leaders LIVE UNITED20 20

21. Campaign Kickoff
Plan an exciting and informational kickoff event that is customized to your company and employees. A Campaign kickoff event brings everyone together for a common cause.
Schedule a Leadership Giving meeting with senior management and executives before the kickoff. Establish them as pacesetters for the Campaign. Commitments from top leaders will motivate the rest of the organization to get involved.
Make sure your CEO and senior management can attend the kickoff.
Kick off the Campaign at an all-staff meeting that is already on the calendar. This prevents employees from having to attend an additional meeting or rearrange schedules. If you can, include a special breakfast or lunch with activities, drawings, prizes, games and contests.
At kickoff, communicate management support, campaign goals, planned activities, how to make a gift, ways to get involved and campaign dates.

22. Make The Ask
It is important to offer every employee the opportunity to LIVE UNITED and be a part of creating lasting change. The number one reason people do not give is because they are not asked.  Please allow every employee to make an educated, personal decision about giving to their local community through United Way.
Educate
Make The Ask

23. Make The Ask Educate
Educate Through Employee Meetings The best way to communicate the community’s needs and make the ask is by inviting a United Way staff member and community partner representative to share with your employees during existing staff meetings. If staff meetings do not already exist, consider a special campaign kickoff or smaller meeting to educate employees about United Way.
Ask your CEO/senior executives to attend and publicly endorse the campaign.
Keep the meeting or event lively, brief and informative.
Encourage questions.
Make the ask! It’s important that your ask is heartfelt and specific. People generally give what they are asked to give, whether it’s $5 per pay period, a 10% increase, 1% of salary or a Leadership or Tocqueville gift.
Thank employees for their participation and for considering a gift to United Way.
Educate One-On-One Individually ask your employees to consider giving. Be sensitive to each person’s personal interests and questions. United Way staff can help you prepare for a personal or individual ask.

24. Make The Ask Helpful Tips
Make your pledge first. If coworkers know you believe in and support United Way, they’ll be more likely to make a pledge. Be prepared to share your story about why you support United Way, or how United Way has benefited you or someone you know.
Know the facts. Review United Way’s materials and website thoroughly so you feel more comfortable telling the United Way story.
Make personal contact. People give to people. It’s important that every campaign volunteer reaches out to their assigned employees one-on-one.
Be positive. Explain the benefits of giving to United Way. Stress the importance of each person’s contribution to our community; every gift makes a difference!
Ask coworkers that you know first. Approaching people you know will help refine your presentation skills. The positive responses you get will boost your confidence.
Make it a two-way street. The ask should be a dialogue, not a monologue. Be prepared for questions and comments. If you don’t know the answer to a question, that’s okay! Explain that you’ll get back to the person posing the question after you’ve had a chance to get information from United Way. Also, be sure to listen with care and sensitivity to any concerns that come your way.
What’s your thing? Part of your dialogue should include asking potential givers what their interests are and how they want to LIVE UNITED. Connect the dots between the giver’s interests and the work of United Way.
Say thank you! Whether your coworkers indicate that they will make a gift to United Way or not, thank them for their consideration. Remind them that their commitment to giving back is what it means to “LIVE UNITED!”

25. Make The Ask Incentives & Recognition – make it fun
Providing incentives to Give, Advocate, and Volunteer can help:
Motivate those not inclined to participate
Encourage greater participation than originally expected (and increase results)
Capture personal contact information
Incentives can be anything:
T-shirts
Days off
Company match
Special parking spaces
Event tickets
Pizza parties
Next: A great way to recruit is providing incentives – which can vary from a company matching gift to vacation day to pizza party.
Not every company or LUW feels comfortable using incentives, saying people should give for the right reason.
However, actually 3 reasons to offer incentives:
get people who wouldn’t normally participate – just GET THEM IN THE DOOR.
increase results of those who already participate and also,
OBTAIN personal contact information (see screen shot from United Way of Tucson & Southern Arizona to win free t-shirt by signing up for newsletter/mailing list), building a base you can contact, updating them on your great work so they SEE what’s going on in the community and DO want to support you for the right reasons! 25

26. Report Your Results
It is critical to follow-up with your employees and report results in a timely manner. Sharing information about how your campaign is progressing is also a great way to maintain employee interest and enthusiasm.
Share Process and Results
Explain What Their Dollar Buys/Impact
Create Community Impact/Success Stories
Recognize Donors

27. Say “Thank You!”
Your “thank you” should be the first of many communications that emphasize to employees how important their gift is in providing critical resources to their community.
Personally thank everyone who made a donation, including your Campaign team.
Have your CEO thank all participants and the Campaign team in a special letter.
Publish a special thank you note in your organization’s newsletter or intranet.
Host a fun thank-you event – like an ice cream social, pizza party, or cookout.
Show appreciation with personalized gifts – a car wash, homemade desserts, flowers, golf lessons, etc.
Sponsor agency tours to show employees how
their investments make a difference.
Display campaign awards in your lobby year-round.
Give out special awards or prizes to
departments that gave generously.
Organize a “Phone-a-thon,” where your CEO
and/or your Campaign team call to thank each
Leadership giver.

28. Thank You