1. Penn’s Way Captain Training
Giving is Penn’s Way
Penn’s Way Captain Training

2. Agenda Why do we focus on giving? What is Penn’s Way?
My Intro – (show of hands how many new captains and coordinators) By the end of this presentation you will understand why we focus on giving a Penn, What the Penn’s Way campaign goals are, and what resources you have available to help achieve our Penn’s Way Fundraising goal.
Why do we focus on giving?
What is Penn’s Way?
What is the Goal?
What resources are available?

3. Giving back is part of our Penn Mission
Why do we focus on giving - At Penn, we are dedicated to improving the health and well being of others and we take pride in this commitment to serve. This dedication is illustrated in the work we do everyday and through the time and energy we give to many organizations and causes throughout the year. Some of which are featured on this slide.

4. What is Penn’s Way?
So it makes sense that Penn’s Way is the largest annual workplace giving campaign in the region! This campaign acts as the conduit which enables the employees of the University of Pennsylvania & Penn Medicine to join forces to contribute to the organizations we care about and achieve our missions.
Penn’s Way is about you and your co-workers, its about coming together to support the organizations you care about

5. Quick Exercise: Why do you give?
Penn’s Way captains are leaders and champions of giving at Penn. Taking on this role is no easy feat. This exercise will help energize you and help you motivate others during the campaign.
Bring to mind your reason for giving back. On small piece of paper write down how it makes you feel when you support that reason. I encourage you to share this story with your co-workers whenever you need to. By focusing on this feeling and your reason for giving, it will help increase your energy during the campaign.
My story as an example:
I support the Crones and Colitis foundation through Penn’s Way because when I was 24, I was diagnosed with Ulcerative Colitis, a very painful disease. Giving back to this organization makes me feel empowered because I know I am contributing to their mission to improve the quality of life of children and adults, like me, who are affected by Ulcerative Colitis. Now its your turn. Take a few minutes to think of the reason why you are passionate about giving back and write down one word for how that makes you feel.
Think of one reason you give back
Write down one word for how it makes you feel when you do something to support that reason

6. Where We Give, By Organization
Almost, any cause you are passionate about can be supported through the Penn’s Way campaign.
As you may already know, in addition to the many organizations we have mentioned already, there are over 5,000 other organizations that Penn’s Way enables us to contribute to. These organizations fall under 3 different umbrella organizations, Penn Medicine, PAC (what was previously know as the CRF) and United Way.
United Way of Greater Philadelphia and Southern New Jersey
Founded in 1921
Philadelphia Alliance for Change (PAC) - NEW
Center for Responsible Funding - CRF
Additional organizations
Penn Medicine
All HUP, PPMC, and PAH Donations
Abramson Cancer Center
Joan Karnell Cancer Center
Scheie Eye Institute
The Bernett L. Johnson, Jr. Sayre Health Center
Wissahickon Hospice

7. Highlights of the United Way
As mentioned, one of the major organizations that helps support the Penn’s Way initiative is United Way. However, there are often questions about what other activities the United Way is involved in, besides acting as a global host for work place giving campaigns. Therefore, it is important for us, the Penn’s Way Champions and Captains, to educate others on some of the activities the United Way supports through our shared mission of giving. These programs are partially supported by United Ways administrative fees. For more information on these campaigns please visit the Penn’s Way Website and the United Way Website.
In addition to being a host for workplace giving campaigns, the administrative fees, support these programs:
2-1-1 Hotline – helps people find temporary shelter & disaster relief (Hurricane Harvey)
Back-packathon Program
Girls Mentoring Program
Day of Caring – Oct 14th
Leadership Step Up Program
Impact Fund investments (Education)

8. Your Donations Matter!
Sound cut off!
And the Donations we make to the United Way and UPHS really make a difference. In the last 10 years alone, the Health System has raised over 5 million dollars. Some of those funds were distributed back into the health system in order to support the patients and families we care for. A great example of this are the funds that contributed to the sleep sacks. Last year those funds allowed us to purchase 1,000 sacks for the infants we care for and who may not have them otherwise!
Last year we raised almost $180,000 for UPHS patients & families!
From these funds ~1,000 sleep sacks were purchased for newborns, 300 Pack and Plays and 60 car seats and more

9. Penn’s Way Campaign Goals
Re-record
This year our overarching goals for the campaign are: to achieve 82% participation and raise 1.6 million dollars this year. A breakdown of these goals are stratified by entity later in the presentation. As a reminder, many of us donate to many organizations throughout the year, so you do not need to donate in order to participate in Penn’s Way, we will discuss this concept more during the portion of the training which focuses on how to pledge.
Overall employee participation goal
82% Health System and University of Pennsylvania
Total fundraising goal -1.6 million!
800,000 Health System
800,000 University of Pennsylvania

10. Entity Breakdown of Fundraising Goals
This goal is broken down into entity goals. Please use this chart a a reference point for your entities goals for fundraising.

11. Entity Breakdown of Participation Goals
And this chart for participation

12. Your Penn’s Way Campaign Tool Kit
There are many resources available to help you reach these goals and they are all in the Penn’s Way Campaign Tool Kit. A few of them are outlined on this slide. I review the details of some of these tools over the next few slides in this presentation.
Captain Training
Engagement activities and tips
Marketing Materials
Website:
Agency List
Pledge Form
Pins and umbrellas (for captains and coordinators)
Social Media Campaign #OurWayPennsWay
Articles published in CCA eNewsbrief and System News
blasts
Campaign Managers

13. Reaching 100%: PW Engagement Activities and Tips
NEED to record
Most importantly, share this information with you teams and inspire them to participate. These are some tips and incentives you can use to help encourage your team to give during the campaign and help you reach your entity goals
Focus on part-timers in the beginning of the campaign, to give you more time to reach them throughout the campaigns duration.
Prioritize targeting of part-time employees early
Sign-up events with food
Mid-way 100% participation pizza parties/soft pretzels at the end
Guest speakers or discussions about PW at staff meetings (see slide at end of presentation)
Hold local raffles prizes by entity, department, etc.**
UPHS and Upenn raffle prizes each week!
Get Creative! Any other ideas welcome!
**Please note that gift cards of any kind cannot be purchased by Penn (only donated)
as Penn’s Way prizes.

14. University and Health System Raffles
This slide provides details on the University and UPHS weekly raffles. At HUP there is a drop box for the forms or you can scan them in to any of the campaign managers. The location of the drop box for the epledge form is pictured here.
A larger prize will be awarded during the middle of the campaign
A grand prize will be awarded the final week of the campaign
All participating University and Health System employees are eligible!
Completed ePledge entry or submit a paper pledge form by 12:00 pm on the Friday’s during the campaign
Drop box at HUP for paper pledges (pictured here) or a pdf. copy to any campaign manager
Winners will be randomly selected on the Monday after the raffle deadline

15. Snap Shot of the Raffle Prizes
This is a snap shot of some of the prizes that will be raffled off this year
$50 Visa gift cards
Keurig Coffee Maker
5 class pass to Soul Cycle
3 Month Membership to 12th Street Gym
$25 Gift Cards to New Deck Tavern
Autographed Flyers Hockey Puck
$100 Gift Cards to Solid Core
La Colombe Premium Coffee Gift Set
4 Passes to Franklin Square Mini Golf & Carrousel
AND MORE!!

16. Penn’s Way Photoshoot MARKETING PREVIEW
We also have some amazing marketing materials this year. Please reach out to your campaign managers or coordinators if you have not received any posters for your areas.
MARKETING PREVIEW

17. Penn’s Way Images and Footers
We encourage you to use the attached in your s as a signature footer. This picture will be sent as an attachment and you can copy and paste from this slide**
Signature Footer
Marketing image

18. #OurWayPennsWay Social Media Campaign
For the first time we are holding a Penn’s Way Social Media Campaign to help us all share our stories about why all give! By posting to any of your personal public social media accounts using the #Ourwaypennsway, you will be entered to win a $25 gift card and a chance to be part of the Penn’s Way Poster Photoshoot next year! If you do not have a public account but still want to share a story, you can send a picture which illustrates why you give with verbiage of 140 characters or less to and we will share it on Instagram Page!
Those who share their stories will be entered into a drawing for a $25 Amazon Gift Card and will be invited to be featured in next years PW Photoshoot
Winners announced at the end of the
Campaign
Tagboard Link:
Encourage your co-workers to share!
Check your inbox during the
campaign for more info

19. Penn’s Way Website The site is REVAMPED this year!
We are very excited to announce that the Penn’s Way site is revamped this year! Here is a list of some the items available on the site this year:
Re do
The site is REVAMPED this year!
What is available on the site:
ePledge Portal:
Payroll deduction or credit card (VISA, MasterCard, Discover)
Link to site:
Downloadable list of United Way agencies (excel file)
Detailed information on the Penn Medicine, PAC and United Way organizations
Campaign FAQ’s
Payroll Deduction Guide
United Way Giving Videos
Raffle Prize information and winners
Downloadable Paper pledge form

20. Details on the ePledge Pledging is quick and easy!
The following are some additional details about the ePledge:
You do not need to donate in order to participate. Those who give elsewhere throughout the year can select the box which says “participates elsewhere,” when they log-in to pledge to do this.
If you or one of the employees in your section needs to modify their pledge, please let your coordinator or any of the campaign managers know.
Pledging is quick and easy!
Requires Penn Key and Password
Same method of accessing KnowledgeLink education
Employee information is pre-loaded and will populate upon login – Please note if you donated to CRF in the past you may need to update the form with the PAC code.
Interfaces directly with UPHS payroll, but a credit card, cash and checks can also be used
“Participates elsewhere” box on the electronic form
A pledge can be modified through duration of campaign by Coordinators (aka Bonded agents)
Confirmation pages should be kept by donors

21. Details on Reporting
The “Coordinator Report” menu option provides UPHS Penn’s Way Administrators, Coordinators and Captains with access to their respective Captain Reports despite the menu option not being referenced as such.
Use these reports to monitor progress within your department(s) and follow-up with individuals as needed.
These are CSV files that will open up as Excel spreadsheets.
If you want to preserve a particular report for a particular date and time, please save these files to your personal drive.
Captains only see their department(s).
Captains see participation only, not $ amounts

22. “How to” Guides Pledging is Easy!
Pledging and running your sections reports can take 5 minutes or less. However, if you would like more detailed instructions on how to use these functions please reference the user guides.
Pledging is Easy!
But these guides can help if you get stuck:
User Guide – Captain Reports
Micro Learning Video – Captain Reports
User Guide – How to Pledge
Micro Learning Video – How to Pledge

23. The Power of One (Dollar)
Why We Need You…
In conclusion, now you know why we focus on giving at Penn, our shared goal for the Penn’s Way campaign, and the tools you have available to you to help reach them. As you can see we cannot achieve our mission without you, really, without each other. When we come together we can make a huge impact.
If you and every captain encouraged all of their team members to give only one dollar, per pay period, we would raise almost $800,000! Our challenge for you is to have everyone on your team donate or participate in this years Penn’s Way Campaign, because your work in this campaign will make a difference!
The Power of One (Dollar)
$1 per
pay period
($26/year)
82%
participation
rate
35,000
employees x x
$746,200
93% of our $800,000 health system goal

24. Questions?
Contact your Entity Administrator/Coordinator/Captain or any of the campaign managers below for more information
Alissa Nulsen
Nichole Howard
Penn’s Way Campaign Manager
Coordinator, Corporate Administration
| Cell
Franklin Owusu
Nicole Kummerer
(267)

25. THANK YOU!
If you have any questions, please reach out to one of the Campaign managers whose contact information is on the following slide.

26. Penn’s Way – What You Need to Know!
Please share this slide at your staff meetings
Where do we give?
To over 5,000 organizations through 3 umbrella organizations: United Way, Penn Medicine, and Philadelphia Alliance for Change (PAC)
Share your giving stories on Facebook, Instagram, and Twitter with #OurWayPennsWay for a chance to win prizes
Check your for more details
Revamped website this year!
ePledge portal & more on the site
UPHS Weekly Raffle Participation Prizes: when you pledge you are entered to win!
How to Pledge –
Micro Learning Video – How to Pledge