1. Penn’s Way 2017
Captain Training

2. Agenda Introduction to Penn’s Way Promotion, Events and Activities
Timeline/Dates for Penn’s Way

3. Who We Are Campaign History: Merger in 2006
University of Pennsylvania
University of Pennsylvania Health System
As of 2015, not including TCCHS or LGH
Progressively increase contribution goal annually by $50,000
This year: $1.55 million
Participation: ~82% system wide
** Did not increase the contribution goal this year – last year the health system was above target, however the university did not reach their goal. As such, we did not raise the goal this year.

4. University of Pennsylvania
Executive Co-Chair
Maureen Rush, VP Public Safety
Faculty Advisor
Claire Oakes Finkelstein, PhD, JD
Executive Steering Committee
Susan Phillips, Maureen Rush, David Bendell, Franklin Owusu, Alissa Nulsen, Terri Welsh
Marketing Subcommittee
David Bendell, Franklin Owusu, Alissa Nulsen, Terri Welsh, Lisa Paxson, Scott Spitzer
Campaign Manager
Terri Welsh, Alumni Relations
SOM Administrator
Robert Dugan
120 School Coordinators

5. Health System Department Captains Executive Co - Chair Susan Phillips
Executive Faculty Co
Peter Quinn , MD
Campaign Managers
David Bendell
Alissa Nulsen
Franklin Owusu
HUP Administrator
Carolyn Jackson
Coordinators
Patricia Meehan
Joe Forte
Laura Scalise
Michelle Franklin
Pamela Mack
Brooks
Teresa Murphy
Michael Vozniak
Robyn Hilliard
Marie Zubko
Philip Gaspari
Deborah Mincarelli
Marie Castor
HCHS Administrator
Rebecca McCarron
Coordinator
Linda Forman
PPMC
Administrator
Bob Russell
Lori Fowler
Roseann Rapa
Ryan
Dougherty
Lateef Spratley
PAH Administrator
Daniel Feinberg
Eileen Murphy
Mary Pat
Lynch
Michael
Altman
Cassandra
Upchurch
Jane DeSola
Zanzinger
CCA Administrators
Shalini Shah and
Alexandra Brindle
CPUP Administrator
Aron Berman
Carole McMonagle
Jeane Moore
Phil Gaspari
Bob Challender
Molly Gertz
Dan Reily
Deb Watson
Mike Donato
Karen Conroy
Anne Marie Otto
Brontilla Hackett
Kay Marshall
Dave Mackay
Amy Schwartz
Airida Guogis
Leonard Anderson
Antonia Sheehan
Jaclyn Dossick
Radnor
Steven Smith
Lisa Magno
Corp IS
Michael Restuccia
Nick Hearn
John Shaposky
Greg Shuster
Corp Finance
Wayne Smith
Corp Admin
Department Captains

6. Campaign Captains Scope of Responsibilities:
Communicate, publicize and organize the campaign at the Department level
*Collecting campaign pledges*
Staff meetings
Posting publicity materials
Make sure pledges are submitted to the Entity Coordinator on a weekly basis
Distribute all employee brochures and information
Make sure returns are complete for all employees
Develop proficiency in web-based donation to help their colleagues with this process.
Customize/individualize their department campaigns to suit their needs.
Encourage participation at recognition events
Knowledge and skills:
Leadership capabilities – either has a formal or informal leadership role in their department
Capable of inspiring others to participate
Leads by example – active participation in the campaign
Capable of taking initiative in all aspects of the campaign
Ability to customize/individualize the campaign to meet the department’s needs…etc.
Ability to demonstrate a sincere commitment to the campaign

7. Penn’s Way and Patient Experience Week
Again, Penn’s Way coincides with Patient Experience Week
Entity leaders may chose to incorporate or separate the two, depending degree of patient experience week involvement
Entity Ideas to help with the Overlap:
Incorporate Penn’s Way in to Patient Experience Week Event: Make computer kiosks available, both come from common themes of helping others, whether it be patients or communities
Capitalize on it being such a celebratory week for both campaigns!

8. Penn’s Way Campaign Goals
81% participation goal last year, 77% actual participation
$1,550,000 total fundraising goal
$775,000 Health System
$775,000 University of Pennsylvania
Encourage new donors to contribute at least $1 per pay period via payroll deduction.
Encourage previous donors to contribute at same level or increase contribution by 2-3%. Our overall goal increased by 3.5%
Increase overall employee participation
82% Health System
Employees may participate without contributing by selecting the appropriate option on the ePledge site or by entering a zero-dollar gift amount on a paper pledge form.

9. Penn’s Way Fundraising Goals
Again, we did not raise the goal this year

10. Penn’s Way Participation Goals

11. The Power of One (Dollar)
$1 per
pay period
($26/year)
82%
participation
rate
18,369
employees x x
$391,627
50.5% of our $775,000 health system goal

12. Promotions, Events and Activities
This year’s theme: Giving is Penn’s Way
Campaign Materials
Raffles
Fairs and Promotion Ideas

13. Campaign Materials PowerPoint Presentation
Poster Sets and Thermometers
Agency List (printable online)
Pledge Form (printable online)
Pins and tumblers
Articles published in CCA eNewsbrief, HUPdate, PAH: What’s New, Presby Bulletin, Radnor Rally, and System News throughout the campaign.
and voic blasts

14. Participation/Promotion Ideas
Raffles: University and System Wide
Penn’s Way Fairs
Held at beginning of campaign on the mezzanine or in PCAM atrium
CRF and United Way Agencies Participate
Last year, got laptops for people to sign up on the spot
Open to new, creative ideas to increase engagement
Guest speakers
Senior Leader snack breaks
Customized raffles or prizes by entity, department, etc.
Friday promotional events- set up kiosks with pretzel/candy prizes to encourage participation
100% participation prizes/lunches
Please note that gift cards of any kind cannot be purchased
as Penn’s Way prizes.

15. MARKETING PREVIEW
Penn’s Way

16. Penn’s Way Email Footer Marketing image
footer to be sent as attachment**

17. Campaign Timeline Coordinator Selection By August 21
Captain Selection By Sept 18
Captain Training and Material Distribution September 12-23
Campaign Start September 26
Penn’s Way 2016 Fairs
TBD with feedback from teams
Campaign Close November 11

18. Raffles
All participating University and Health System employees are eligible. Remember that you do not need to donate in order to participate!
At HUP: Completed paper form dropped off at Ravdin Mezzanine drop box by 12:00pm Thursday. (Drop box next to security desk podium)
Completed ePledge entry or submit a paper pledge form by 12:00 pm Friday.
Winners will be randomly selected on the Monday after the raffle deadline.
A larger prize will be awarded during the middle of the campaign
A grand prize will be awarded the final week of the campaign

19. Where We Give Penn Medicine Center for Responsible Funding (CRF)
United Way of Greater Philadelphia and Southern New Jersey

20. Where We Give Penn Medicine Center for Responsible Funding (CRF)
All HUP and PAH Donations: Safe Sleep Sacks, Discharge Pharmacy
PPMC Donations: Discharge Pharmacy
Abramson Cancer Center
Joan Karnell Cancer Center
Penn Presbyterian Medical Center - Discharge Prescription Drug Program
Pennsylvania Hospital - TBD
Scheie Eye Institute
The Bernett L. Johnson, Jr. Sayre Health Center
Wissahickon Hospice
Center for Responsible Funding (CRF)
Founded in 1980 as the first nonprofit organization in the Philadelphia area devoted to promoting equity in philanthropic giving.
United Way of Greater Philadelphia and Southern New Jersey
Founded in 1921
unitedforimpact.org

21. How We Give Penn’s Way Website ePledge
Bonded Agents - Paper Pledge Forms
Reporting Capabilities

22. Penn’s Way Website http://www.upenn.edu/pennsway
Downloadable list of CRF and United Way agencies (excel file- searchable)
Detailed information on CRF, Penn Medicine, and United Way organizations
Frequently Asked Questions
Payroll Deduction Guide
Raffle Prize information and winners
Link to donate online (ePledge)
Save Time, Donate Online
Payroll deduction or credit card (VISA, MasterCard, Discover, AmEx)
Downloadable paper pledge form

23. ePledge Requires Penn Key and Password
Same method of accessing KnowledgeLink
Employee information is pre-loaded and will populate upon login
Agency key word search functions with over 5,000 agencies
Pledge can be modified through duration of campaign by Coordinators
Interfaces directly with UPHS payroll (new hires and terminated employees updated real-time)

24. Accessing the ePledge Site

25. Logging Into the ePledge Site
Click here to enter E-pledge site

26. Giving With ePledge Can search database of over 5000 organizations
Organizations to which you are donating display here
Click here to enter E-pledge site
Click “Contributing Elsewhere/ Raffle only” for a $0 pledge- Participation Only
Annual total displays here

27. Confirming Your ePledge
Payroll Deduction
SAVE and PRINT for tax filings!

28. Confirming Your ePledge
Credit Card

29. Confirming Your ePledge
Credit Card
Credit or debit card can be used just as with online shopping
Transaction information is 100% secure
Penn Medicine pays the card processing fees
Visa, AMEX, MasterCard and Discover are accepted
Payment by credit or debit card is only available online through the website!

30. Confirming Your ePledge
Payment By Check
Pledge online, print out and submit to captains

31. Confirming Your ePledge
Payment By Cash
Pledge online, print out and submit to captains

32. Confirming Your ePledge
Contributing Elsewhere

33. 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. Captains only see their department(s).
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.
Participation only, not dollar amounts
These reports are updated real time as employees participate in the campaign; there is no way for you to retrieve a report for a prior date and time unless you have saved the file.
Use these reports to monitor progress within your department(s) and follow-up with individuals as needed.

34. Reporting Enter pledge site with your PennID and password
Click on the Coordinator reports link on the left tool bar

35. Reporting: Detail Report
Detail reports provide information on individual employee pledges. It does not list the employees pledge amount.
An X in the pending payment column indicates a cash/check pledge that needs to be reconciled.

36. Reporting: Summary Report
Summary reports provides information on a unit, division, or department

37. Pledge Forms
It’s Easier! Encourage ePledge whenever and wherever possible!
Paper Pledge Forms Rules and Tips:
Can print pledge forms from Penn’s Way web site
Forms must be completed and signed by the donor
Forms must include the donor’s Penn ID
Forms must be photocopied:
The donor retain the photocopy
The Captain gives the original to his/her Coordinator
Donors cannot use credit cards with the paper pledge form
Attach cash or check (if applicable) to pledge form
Captains may use any large envelope to return forms, checks, and cash to their Coordinator weekly (Thursdays by 12pm). Otherwise, secure in a locked drawer, cabinet, etc.
Remember that employees can simply participate by completing a paper pledge form with a $0 gift amount

38. Questions? Entity Administrator/Coordinator/Captain Alissa Nulsen
Please contact your Administrator for more information
If you do not know your HUP Administrator please David Bendell or Rachel Kleinman (below)
Alissa Nulsen
Penn’s Way Campaign Manager
Coordinator, Corporate Administration
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Franklin Owusu
David Bendell
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