1. Penn’s Way Coordinator Training

2. Penn’s Way Thank you for volunteering!!
We couldn’t do this without you.

3. A Combined Campaign
The University’s Penn’s Way and UPHS United Way campaigns joined into one charitable giving campaign 12 years ago. The results:
Increased visibility for Penn in the community
Reduced confusion for employees and increased participation
Expanded charitable giving options to include:
United Way
Philadelphia Alliance for Change
PENN Medicine organizations

4. Penn’s Way Campaign Penn’s Way 2016 Penn’s Way 2017 Goal = $1,600,000
Actual: $1,724,696 (112% of our goal)
Penn’s Way 2017 Goal = $1,600,000
University Goal = $800,000
UPHS Goal = $800,000
Increased employee participation
Campaign Timeline
September 25th - November 10th

5. Penn’s Way Items Theme: Giving is Penn’s Way
Continuing online credit or debit card processing
Encouraging those giving very small amounts to a UW charity, to donate to UW Community Impact Fund
Encouraging on-line giving

6. 130 School/Center Coordinators and over
PENN Team
Executive Co-Chair
Maureen Rush, VP Public Safety
Faculty Advisor
Jennifer Pinto-Martin
Campaign Manager
Laura Farrington, DPS
Campaign Consultant
Terri Welsh, AR
Executive Committee
Alissa Nulsen, Franklin Owusu, Terri Welsh
Steering Committee
Maureen Abbot - Payroll, Bill Pisacano – Payroll, Jeanine Kleba - ISC, Tatyana Shushkovsky - ISC, Yuri Knizhnik - ISC, Tracy Hawkins - Raffles, Steve Minicola - Website, Scott Spitzer - Website, Debora Weber-Miller - Website, Lisa Paxson – HS Creative Services, Hilary Lopez - HR, Laura Farrington - DPS, Chanda Duch - DPS, Stacy Ritchey - DPS, Health System campaign managers - Nichole Kummerer and Nichole Howard
130 School/Center Coordinators and over
100 other volunteers

7. Campaign Timeline Coordinator Selection Early September
Training Session
As Needed
Material Distribution
Kickoff Luncheon
Kickoff Celebration
September 25th
Campaign Start
Campaign Close
November 10th
Campaign Closing Celebration
January 2017

8. Campaign Coordinators
A Campaign Coordinator assists Leadership to ensure a successful rate of participation in their school/center.
LEADERSHIP SUPPORT IS KEY!

9. Campaign Coordinators
A coordinator is encouraged to:
Spread the word!
Place campaign posters in highly visible areas such as the lobby, near water coolers, near or in the elevators, near copy machines, etc. Also run poster slideshow on any public TV screens in buildings.
Involve leadership by encouraging them to send out an to all employees expressing the importance and impact of the campaign
Make sure the Penn’s Way campaign comes up at staff meetings

10. Campaign Coordinators
Help field questions from employees about Penn’s Way (i.e. helping to navigate Penn’s Way Online)
Plan campaign events (speakers, breakfast, ice cream socials, etc.)
Provide participation percentage updates
Coordinators in larger schools/centers will want to create a team of Facilitators to work under their guidance
Please DO NOT submit pledges for colleagues to improve participation %.

11. Sample Coordinator TimelineW F
Hang PW posters
Week 1
Announce campaign
Leadership
Week 2
Post participation %
Campaign Event
Week 3
Week 4
Week 5
Week 6
Week 7
Campaign event
Last 2 days!!

12. Campaign Materials
At the start of the campaign – September 25th - all Faculty & Staff to receive an about PW
Coordinators to receive campaign posters at training sessions and Kickoff Luncheon
After the Kickoff, posters will be available for pickup from Hilary Lopez in Human Resources –
Pledge forms are available for printout from the Penn’s Way website only for cash & checks
NO Pledge Form = Save Time. Donate Online!!
Website:

13. New Penn’s Way Website
Complete listing of United Way, Penn Medicine and Philadelphia Alliance for Change Agency Lists and info on these organizations
Volunteer Information – Posters, logos
Frequently Asked Questions
Payroll Deduction Guide
Raffle Prize information and winners
E-pledge form
Contact information

14. New Giving Thermometer

15. CRF – Now PhAC
The Center for Responsible Funding is no longer a Penn’s Way partner.
All CRF donations from the last campaign are still being supported and distributed as planned.
Partnering with America’s Charities, who are supporting all of the same charities that CRF supported in the past.
Given them the title Philadelphia Alliance for Change.
You can find their organizations on the agency list.
Information can be found

16. PhAC Umbrella Organizations and Funds
AIDS Fund
America’s Charities
Bread and Roses Community Fund
Community Health Charities
Delaware Valley Legacy Fund
EarthShare PA
Global Impact
WOMEN’S WAY

17. PENN Medicine Organizations
Adding new centers each year. Penn Medicine organizations will be given through United Way who will administer funds
Hospital of the University of Pennsylvania (HUP)
Pennsylvania Hospital (PAH)
Chester County Hospital (TCCHS)
Penn Presbyterian Medical Center (PPMC)
Scheie Eye Institute
Penn Wissahickon Hospice
Abramson Cancer Center
The Dr. Bernett L. Johnson, Jr. Sayre Health Center
Abramson Cancer Center- Pennsylvania Hospital
Puentes de Salud

18. United Way of SEPA Donor organization options
United Way is now focusing on Community Impact Fund
Mission to improve peoples lives by mobilizing the caring power of donors, volunteers, and communities
Donor organization options
More than 5,000 agencies – all listed on our Agency list

19. e-Pledge Requires Penn Key and Password
Employee information is pre-loaded & will populate upon log-in
Encourage online pledges to be entered before 5:00pm on Friday
Agency key word search functions; over 5,000 agencies

20. Logging in to e-Pledge site

21. Pledging via e-Pledge site
Can search database of over 5000 organizations
Organizations to which you are donating display here
Annual total displays here
Click “Contributing Elsewhere/ Raffle only” for a $0 pledge

22. Confirming your Pledge

23. Payment by Credit or Debit Card
Credit and Debit cards will be available through website only (not available on paper pledges)
Credit or Debit Card information can be used similar to that to online shopping
Card information is 100% secure
PENN pays credit card processing fees
Visa, MasterCard, American Express and Discover are accepted

24. Confirmation Page: Payroll Deduction

25. Confirmation Page: Payment by Check

26. Confirmation Page: Payment by Cash

27. Contributing elsewhere prompt

28. Confirmation Page: Contributing Elsewhere

29. Raffles
All contributing Health System and University employees are eligible
Participation “Giving Elsewhere” will also be eligible for raffle
Encourage early on-line participation in campaign
Includes a grand prize drawing
Complete e-Pledge entry by 5pm on Friday or submit a paper pledge form by noon on Friday.
Winners will be randomly selected on the Monday after the raffle deadline.
The Almanac, website, and UPHS newsletters, and blasts will publish winners

30. Reporting
The “Coordinator Report” menu option provides Penn’s Way Administrators & Coordinators with access to their respective department’s Reports.
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.
Send Terri your Penn ID# and orgs you need.

31. Reporting Enter pledge site with your Penn ID and password
Click on the Coordinator reports link on the left tool bar

32. Participation/Promotion Ideas
Speaker program with snacks
Make every attempt to personalize this campaign!
Staff presentations on pet charitable organizations
School or Center raffles work, Vacation Day)
Friday promotional events
Set up tables at building entrance – show videos and hand out information

33. Speaker Requests
Multimedia library on Volunteer page:
United Way, PhAC, and Penn Medicine available to provide speakers
Identify dates and times for speaker requests by at least 1 week from the date a speaker is needed
Send requests to

34. Questions? Contact us with questions: pennsway@upenn.edu
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