1. Campaign Overview
Database 2 Results

2. Corporate Campaigns Presented Challenges for Many United Ways
# mentions
Support from corporations was lacking. (Access to workplaces, policy changes, cultivation of business, leadership support)
Economic conditions created a challenging fundraising environment. (Company closures, mergers, and layoffs, employee turnover)
We were unable to acquire or manage sufficient information to engage and retain donors. (Employee retirements, 3rd party reporting, demographic-specific engagement)
Staff, volunteers, and other internal resources were insufficient to achieve our goals. (UW staff, volunteers, organizational ability)
A company, industry, or giving channel that we depend on fell. (Specific company, sector, solicitation channel; major donors, CFC)
Competition from other nonprofits impacted our campaign.
We need to be better at communicating our message/storytelling, and managing our reputation.
We had difficulty implementing specific strategies to grow our campaign/engage the community.
Source: United Way Research

3. United Way Campaigns in the U.S. Have Declined to Pre-1990 Levels
In Billions of $
Source: United Way Research

4. 2006 Campaign
2007 Campaign
2008 Campaign
2009 Campaign
2010 Campaign
2011 Campaign
2012 Campaign
2013 Campaign
2014 Campaign
2015 Campaign
2016 Campaign
10 Yr Chg
$16,720,866
$17,093,827
$16,489,051
$16,280,190
$15,871,198
$15,848,909
$16,367,165
15,329,161
14,616,231
14,078,498
13,407,419
-19.8%

5. 10 Yr Chg +19% 2007 Campaign 2008 Campaign 2009 Campaign 2010 Campaign
$2,134,241
$2,233,862
$2,220,232
$2,244,060
$2,290,815
$2,451,657
$2,452,309
$2,527,680
$2,639,450
$2,542,665
$2,529,524
+19%

6. The Decline in Campaign Slowed (U.S.)
In Billions of $
-0.2%
0.3%
-1.8%
-1.2%
-5.6%
-4.3%
-3.9%
Source: United Way Research

7. The Rate of Donor Loss Did Not Slow in the U.S.
In millions
-10.1%
-5.5%
-2.1%
-2.5%
-1.4%
-6.3%
-4.4%
-4.3%
-7.5%
-9.8%
68% of Uws said they had donor declines in % were double digit declines, up from 26% last year.
Source: United Way Research

9. Leadership, Tocqueville, and Mega Giving have slowed and begun to decline (cont.)
Current year value
Peak value
Most recently below current year value
Leadership Giving
Tocqueville Giving ($10K-$99K)
Mega Giving ($100K+)
Source: United Way Research

12. The Long Term Growth in Affinity Group Membership is Still Strong
Cumulative % Growth in Donors since 2006
Young Leaders
All Affinity Groups
Women
All Donors
Source: United Way Research

13. 2016 Growth in Charitable Contributions – All Philanthropy vs
2016 Growth in Charitable Contributions – All Philanthropy vs. United Way
Source
All Philanthropy
United Way
Bequests
-4.4%
($30.36 B)
-17.5%
($17.8M)
Corporate Giving
0.5%
($18.55 B)
-7.9%
($881.4M)
Foundations
1.4%
($59.28 B)
11.3%
($85.0M)
Individual Giving
6.5%
($ B)
-3.6%
($2.5B)
Source: Giving USA 2017 and United Way Research

14. Most Successful Resource Development Activities, Behaviors or Strategies of the 2016-17 campaign
# mentions
Individual engagement efforts (affinity groups, leadership/Tocqueville giving, year-round engagement, volunteer engagement)
Focused attention on company campaigns (company leadership support, physical presence in front of employees, cultivation of new/revived business, CSR alignment)
Well-implemented campaign strategies (matching gifts, challenge grants, sponsorships, customizing campaigns to fit donor, technology, segmentation)
Engaged, well-trained staff and volunteers and a solid organizational foundation (in addition to UW staff & board, includes campaign volunteers and loaned executives)
Effective and creative communications (communicate impact, connecting donors to results, social media ask/thank/inform)
Strong presence and visibility in the community (special events, initiatives, collaborations, community partnerships)
Strong community partner (community engagement, collaborations, coalitions and partnerships)
Source: United Way Research

15. The number of campaign volunteers and internal campaign coordinators has declined dramatically in the last decade
Source: United Way Research

16. Members of the Digital Services Operating Group have seen smaller declines than the largest United Ways and the network as a whole on average
US DSOG United Ways represent 28% of US campaign and CYS, 17% of US Donors
Source: United Way Research

17. Digital Services Operating Group
Objectives:
Build relationships with United Way supporters through high-quality, personalized content
Follow up with as many donors as we can, as soon as we can, on as many platforms as we can
Personalize content to the user as much as data allows
Make the donor the star
Tell the donor the results of their gift and be specific. This creates a feeling of belonging to a very special group of people and emphasizes the multiplication factor of every person’s effort
Keep your messaging exact and to the point
Ask them what they think: sending a one-time survey allows you to capture your donor’s interests and improve future outreach messaging efforts
Include a link to more information: Focus on keeping your message as simple and heartfelt as possible, but provide a way for the donor to get back to your homepage that will pull him or her into more action.

18. M1 United Ways with active Campaign Cabinets had slower two year declines than those without campaign cabinets
No Cabinet
Yes Cabinet
Active* Cabinet
*Active defined as cabinets that made number of corporate calls in the 75th percentile