1. 2018 GCWCC Ambassadors Information Session

2. Objectives To better understand: Workplace Charitable Campaign
Your role and responsibilities as an ambassador.
How to canvass effectively in 3 steps

3. Government of Canada Workplace Charitable Campaign (GCWCC)
Is the largest employee’s workplace charitable campaign in Canada
Employees can support a number of causes through the named recipients. In the NCR, they are:
United Way Ottawa
Centraide Outaouais
HealthPartners
Or any other Canadian Registered Charities (over 86,000)
YOUR CAMPAIGN! – DONOR’S CHOICE

4. Cabinet’s Vision
The GCWCC is an extension of what we do as Public Servants: improving the life of Canadians in all our communities across the country.

5. Your role is critical - over 85-90 % of funds are raised by canvassing
Role of an Ambassador
Primary role
Act as an ambassador for the campaign
Raise awareness and distribute info to colleagues
Solicit donations from colleagues (face to face canvassing)
Secondary role
Assist donors with ePledge/gift form
Review all Gift forms with the donors to ensure completeness
Your role is critical - over % of funds are raised by canvassing

6. Video

7. Why You Canvass
This is why you canvass, it is for the people in your community…
your relatives,
your colleagues,
your friends
… the people you care for.

8. 3 Steps for a Successful Canvass
Step 1: Prepare
Step 2: Meet
Step 3: Follow-up (2nd visit)

9. Step 1: Prepare
Know who your people are and let them know who you are.
Obtain your canvassing list (15-20 names)
Introduce yourself in advance to the people you will be canvassing:
Send an ; or
Attend a team (all-staff) meeting

10. Step 1: Prepare
Review the GCWCC website (see annex A) and gather the information needed to share during canvassing.
Ensure you understand ePledge and the Gift form
Know your campaign canvassing dates (talk to your team captain)
Attend a “Seeing is believing” tour to raise your awareness.

11. Info You Should Know about your Campaign
Campaign Leader name & Treasurer Name: _______________
Our campaign launch date is: ___________________________
Can acquire canvass list from: ___________________________
Can start canvassing on: _______________________________
Canvass everyone by: _________________________________
Official close date is: __________________________________
Organization’s pledge rate (donors): ______________________
We raised last year: ____________________________________
Our target this year is: _________________________________

12. Step 2. Canvass Meet EVERYONE in person.
Introduce yourself and thank them for their time.
Seek/gauge level of awareness/knowledge of donor, discuss the benefits of giving, answer questions.
Confirm decision:
If yes, offer assistance with their method of giving
If no, that’s ok
If undecided, schedule a follow-up meeting.
In all cases, thank them.
Note: If donor is busy or out of the office, reschedule the meeting.

13. Step 3. Follow-up - 2nd visit
For the yes - which ever is applicable:
Provide calendar and list of upcoming events
Pick up paper pledge form and review with donor for accuracy/completeness
If ePledge, confirm they have received confirmation or offer assistance if they had difficulty
For the no:

14. Step 3. Follow-up - 2nd visit (cont’d)
For the undecided - Get their decision:
If it is a yes or a no, follow the steps mentioned above.
If still undecided: Ask them if they have questions and help them.

15. Completing the Process
Frequently report back to your core team on your canvassing progress.
Safeguard personal information (Gift Forms) and money until you submit to the Treasurer.
Return all the completed forms to your Branch Coordinator/Team Captain/Treasurer in accordance with the internal process established by your treasurer.

16. Resources
You are not alone, you have people and tools around you to help.
See annexes for the following resources:
Annex A: Resources
Annex B: How to review a gift form
Annex C: ePledge
Annex D: What’s in it for the donor
Annex E: Levels of giving
Annex F: Methods of giving
Annex G: Top reasons people give
Annex H: Frequently asked Questions (FAQs)
Annex I: Suggested timelines for campaign

17. Questions

18. Annex A: Resources
GCWCC website provides you with a wealth of information:
Canvasser Toolbox
Donor Information Sheet
Role playing videos
Training dates
Frequently Asked Questions
CRA Charity search website

19. Annex B: How to review a gift form
See Annex B of Treasurer’s Guide for detailed check list.

20. The Gift Form the 2018 GIFT FORM …
National Capital Region (NCR) Government of Canada Workplace Charitable Campaign (GCWCC)

21. Important-To be Filled based on ePledge structure
What You Need to Review
Important-To be Filled based on ePledge structure
Reminder - Organizational unit(s) for the donor – needed for reporting and ensures form is assigned to the proper organizational work unit upon data entry. MUST use the same terminology as listed in e-Pledge

22. What You Need to Review The annual amount must be entered.
Indicates where the amount/pay is to be entered for PRD donations.
For Box 5: A minimum $26 gift per charity is required

23. What You Need to Review Write in Cheque # & date
Ensure cheques payable to United Way - GCWCC
Ensure # are legible and expiry date is valid

24. Important-For PRD donation you must ensure this part is filled in
What You Need to Review
Important-For PRD donation you must ensure this part is filled in
Only require donor’s name and PRI (employee ID or Reg #)
For organizations on the PSPC pay system:
Check box to authorize the release of PRI to UWO for processing the donation - Selecting “Yes” will eliminate the need for manual processing of the deductions by PSPC

25. Annex C: ePledge Step-by-step guide
Important when someone has moved to another organization follow the instructions on the registration page.

26. Annex D: What’s in it for the donor?
TAX receipt - Return on Investment for Charitable donation tax credit (Refer to the Charitable donation tax credit estimator)
Different ways of giving:
Consolidated giving (one stop shop giving to multiple charities of donor’s choice)
Payroll Deduction EASY on T4
Credit card – you get points, PayPal, cash or cheque.
GCWCC protects the privacy of donors
An opportunity to give back to your community
Fundraising/Administration fee of 15% which is lower than the national average for non-profit sector.

27. Annex E: Levels of Giving
Pioneers - $249 or less (every dollar counts!)
Stars - $250 to $499 ($260 = $10/pay)
Friends - $500 to $999 ($500 = $19.25/pay)
Leaders - $1,000 to $4,999 ($1,000 = $38.50/pay)
Major donors - $5,000 or more ($5,000 = $182.32/pay)

28. Annex F: Methods of Giving
Payroll Deduction (PRD) (ePledge or Gift Form)
Benefits of PRD:
Easy payment plan spread over one year (January to December)
Receipt automatically issued on T4/Relevé 1
Raises 2-3 times more than “cash” methods
Credit Card: Visa, MasterCard, American Express (ePledge or Gift Form)
1 payment or 12 monthly payments starting on January 15th & POINTS TOO!!

29. Annex F: Methods of Giving cont’d
PayPal (ePledge only)
Cash (Gift Form only)
Cheque or Post-dated Cheque(s) (Gift Form only)

30. Annex G: Top Reasons People Give
To change someone’s life / Support a cause
Possibility to consolidate other donations
Payroll deduction to spread contributions over 26 pay periods OR monthly credit card donations WITH POINTS!
Administration & Fundraising costs among lowest in Canadian non-profit sector
Significant tax deduction
To make your community and to help people meet their full potential….
What is the top reason people don’t give?
THEY ARE NEVER ASKED!

31. Annex H: FAQs How much should I give?
Why shouldn’t I give directly to my charity of choice?
I’m not sure if I should give – Why do you?
What are the costs associated with giving through my workplace?
Refer to the GCWCC website’s Frequently asked Questions for the full list.

32. Campaign timeline August September October November December
Train campaign volunteers
Raise Awareness
Canvass
Special events
Close
Recognize and Celebrate
Communicate
Report results
Launch anytime after labour day weekend
Cut-off for payroll: All pledge forms must be sent to pay centres by November 30th