1. United Way & Any Company Campaign Captain’s Training Month ##, 200#

2. Congratulations! Congratulations on being selected as a Campaign Captain! Campaign Captains are often selected because they are the leaders, motivators and rising stars of a company. Your role as a Campaign Captain is very important to us. We rely on dedicated people like yourself to help raise awareness about the important work that United Way does. When we reach out a hand to one, we influence the condition of all. That’s what it means to LIVE UNITED.

3. Your Role as a Campaign Captain Increase Awareness Increase awareness Use your local United Way to help your colleagues understand the critical issues that face our community why their support is so important. –Employee briefings. Invite your local United Way representative to speak to your team about United Way and how we advance the common good. –Lunch n’ Learns. Use this time to help employees understand how they can get involved with United Way. A local United Way can be on hand to deliver a presentation, answer questions and speak about the importance of volunteer and advocacy activities. –Webinars. Communicating to a wide-spread audience can be difficult, but webinars make it easy and fun! Encourage people to leave comments about how they LIVE UNITED, vote on volunteer activities that they find valuable and sign-up to be photographed in a LIVE UNITED t-shirt. Incentives such as snacks, lunch or raffle tickets help drive attendance to events.

4. Your Role as a Campaign Captain Encourage Employee Engagement Encourage employee engagement You can build teamwork and morale by developing a community of investors within your company that want to make the tri-state area a better place to live and work. –Volunteer opportunities. Arrange for your team to read to children, stock food pantries, work at a soup kitchen or collect items for a shelter. There are so many opportunities for you to make a difference. –Skills-based volunteer activities. Offer skills-based activities to employees to provide help to their local United Way. Contact your local United Way representative to find out what skills are most needed (IT, marketing, accounting, HR, etc.). –Affinity groups. United Way offers opportunities for your colleagues to join a larger philanthropic community that works to solve community problems. Contact your local United Way representative to find out more.

5. Your Local United Way Can Help! Your local United Way representative is a great resource who is here to help you: Arrange team-building activities like volunteer opportunities and advocacy activities. Secure community leaders to speak to your colleagues about how your support can make a difference. Find statistics about the issues in your community. Provide brochures, posters, videos to encourage employee engagement. Local United Way Contact Name Phone Email www.liveunitedtristate.org

6. United Way and the Tri-State Area Working in your community United Way works to improve life in the tri-state area so that everyone receives a quality education that leads to a stable job, earns enough income to support a family through retirement and maintains good health. When you give to United Way, your gift stays in the tri-state area to address and solve local problems and create opportunities for a better life for all. It takes the whole community, working together to achieve results.

7. United Way and the Tri-State Area How we work

8. United Way and the Tri-State Area LIVE UNITED The workplace campaign is the easiest and most powerful way to invest in our community. You can make change happen with your voice by getting informed, educating your friends and showing your passion about local issues. As a volunteer, you make a direct, hands-on contribution to your community.

9. Community Impact EDUCATION Did you know? 25% of teenagers will not graduate on time. Almost half of America’s kindergarteners are behind by two years. Only 33% of fourth-graders read at the “proficient” level. You can LIVE UNITED by supporting these initiatives: Promoting School Success –Increases availability and access to high-quality early- childhood care. Keeping Kids on Track –Gives students access to after-school programs that keep them engaged and prepare them to succeed.

10. Community Impact INCOME Did you know? 1 in 4 working parents don’t earn enough to cover basic living expenses. More than 33% of lower- income working families spend more than 40% of their income on housing. 63% of lower-income families have less than $300 in savings – the amount needed for a typical emergency. You can LIVE UNITED by supporting these initiatives: Financial Stability Partnership –Helps families increase income, build savings and gain and sustain assets. Housing for All –Gives families the ability to access and maintain affordable housing.

11. Community Impact HEALTH Did you know? 12% of children are uninsured and do not have access to basic healthcare. Only 1 in 3 Americans can be considered healthy and avoiding risky behavior (i.e. poor health, smoking, obesity, high blood pressure, etc.). 1 in 12 babies are born at a low birth weight. You can LIVE UNITED by supporting these initiatives: Healthy Start for Kids –Increases availability and access to high-quality healthcare for children. Healthy Living –Improves the health of all citizens by reducing obesity in adults and children, increasing access to healthcare and improving our environment.

12. Your Role as a Campaign Captain Tools at your fingertips to inspire action Resources for you and your colleagues: United Way general brochure. Provides information on United Way and the work we do throughout the region. United Way Leadership Givers brochure. Offers information and describes benefits to those who can make an annual gift of $1,500 or more to United Way. Pledge form or pledge internet site. Enables employees to easily make a contribution to United Way. Posters and videos. Hang posters and play the United Way videos for your employees. United Way Store. Go to unitedwaystore.com for great ideas you can use to thank your team.unitedwaystore.com

13. Your Role as a Campaign Captain Giving to United Way Contributions to United Way are important investments in the community. Donors can allocate their gift in two ways: To United Way. When donors give to United Way, their gift will be distributed throughout the tri-state area and will change lives for the better. To a United Way impact fund. Donors can specify that they want to target their gift to United Way Education, Income or Health initiatives. Donors can see how their donation makes a difference by visiting liveunitedtristate.org and signing up for United Way eUpdates. liveunitedtristate.org

14. Your Role as a Campaign Captain Employee engagement: Give. Advocate. Volunteer. Your involvement with United Way will make a difference; we invite you to LIVE UNITED and be a part of the change. Read our Steps to Success in the following slides for more information on employee giving. Employees can advocate for issues that they care about. Advocacy occurs as people speak out to educate others, gather support and affect change. United Way offers a variety of volunteer programs designed for busy working adults, youth and retirees. Organize volunteer opportunities for your colleagues or invite them to visit liveunitedtristate.org. liveunitedtristate.org

15. Steps to Success Pre-Campaign Be Prepared Learn about United Way’s mission and initiatives by attending Captains’ meetings and at liveunitedtristate.org.liveunitedtristate.org Work with your Campaign Leader to create goals for your area. Connect with your local United Way representative to organize activities, arrange for speakers and get materials. Photograph senior management in LIVE UNITED t-shirts to use when promoting the United Way campaign.

16. Steps to Success Pre-Campaign Build Enthusiasm Hang posters and balloons throughout the office. Arrange a United Way Volunteer project with your team. Encourage employees to attend a kickoff meeting or event to learn about United Way and the issues that face the community in which you work. Post a schedule of activities and incentives for employees (like casual Fridays for donors). Photograph your team in LIVE UNITED t-shirts and hold a competition for “the new face of United Way.” Send best photos to your local United Way representative. Organize networking and social activities to build teamwork and morale.

17. Steps to Success During the Campaign Make the ask Emails and packet drop-offs are great, but they are just the beginning; truly successful campaigns require a personal touch. Here is your chance to be creative and get to know your colleagues! Distribute brochures and pledge forms to your department. Give the Leadership Giving guide to those who may make a gift of $1,500 or more. Meet one-to-one with co-workers to talk about United Way. Encourage new employees to give and past donors to increase their gift by $10, $25, $50, or more. Every dollar makes a difference! Lead by example – referencing your own contribution helps make the case. Communicate the goals that you have set for the department. Do not be afraid to re-approach co-workers who haven’t given yet.

18. Steps to Success Post-Campaign Say “Thank You!” Send an e-mail, letter or handwritten note to donors – it is always appreciated. An inexpensive breakfast (coffee & donuts) is a great way to thank your co-workers. Encourage people to receive year-round eUpdates at liveunitedtristate.org to keep track of the impact of their donation. liveunitedtristate.org

19. FAQs What exactly does United Way do? United Way works to identify and solve the most critical issues facing our community. We assess community needs, mobilize partners and resources, implement strategies and measure results. Why should I give to United Way rather than to a specific nonprofit agency? Every dollar you give to United Way funds initiatives that are evaluated and measured, assuring that your investment makes the greatest possible impact. How is the money I give to United Way invested? Donations to United Way fund initiatives that improve the Education, Income and Health of our communities. You can choose to target your own investment to one of these initiatives. How do I know that United Way is efficient with my donation? United Way’s overhead costs in the region range from 10 to 18%, which compares favorably with other charities across the nation. United Way leverages funds raised with funding from foundations and government agencies to maximize impact. If someone I know needs help, where do I turn? Residents of New Jersey, Connecticut and parts of New York can dial 2-1-1 to be connected to a specialist who can provide assistance. Residents of New York City should dial 3-1-1 for this service. All calls are confidential. Where can I find more information about United Way? Visit our website, www.liveunitedtristate.org for more information.www.liveunitedtristate.org

20. Sources Education 25% of teenagers will not graduate on time. Source: National Assessment of Educational Progress Almost half of America’s kindergarteners are behind by two years. Source: National Center for Education Statistics Only 33% of fourth-graders read at the “proficient” level. Source: National Center for Education Statistics Income 1 in 4 working parents don’t earn enough to cover basic living expenses. Source: Population Reference Bureau calculation of data from the American Community Survey More than 33% of lower-income working families spend more than 40% of their income on housing. Source: Population Reference Bureau calculation of data from the American Community Survey 63% of lower-income families have less than $300 in savings – the amount needed for a typical emergency. Source: Bureau of Labor Statistics Health 12% of children are uninsured and do not have access to basic healthcare. Source: U.S. Census Bureau Only 1 in 3 Americans are healthy and avoid risky behaviors (i.e. poor health, smoking, obesity and high blood pressure). Source: Centers for Disease Control and Prevention. 1 in 12 babies are born at a low birth weight. Source: National Center for Health Statistics

21. Thanks for your support! Account Manager Phone Email