1. 2015 Pitt United Way Campaign Campaign Manager Training August 12, 2015 Welcome!

2. 2014 Stats and Participation Anne Franks, Institutional Advancement

3. 2014 Stats and Participation Anne Franks Institutional Advancement

4. Within the Larger Pitt Campaign University Campaign Co-Chairs –Dave Eibling & Kannu Sahni Campaign Steering Committee Campaign Director & Assistant Director –Anne Franks & Kate McGlynn Campaign Advisory Committee 2015 Roles and Job Descriptions Kate McGlynn Institutional Advancement

5. Within Your School & Staff Areas Campaign Chairs Campaign Managers Departmental Ambassadors 2015 Roles and Job Descriptions Kate McGlynn Institutional Advancement

6. Identifying and Expanding your Team I get by with a little help from my friends. Kate McGlynn Institutional Advancement

7. Identifying and Expanding your Team Kate McGlynn Institutional Advancement

8. Identifying and Expanding your Team Kate McGlynn Institutional Advancement

9. Leadership Involvement Getting help from someone who is above you in the organizational structure may take a little bit of courage. The United Way Campaign is not only a University sponsored project, it’s also a good idea and the right thing to do. Be politically savvy when trying to access the leadership above you or above your supervisor. Ask your supervisor how they would approach it. Your goal is to customize and share the Campaign Chair job description and ask for some of the following support: Anne Franks Institutional Advancement

10. Leadership Involvement Get campaign updates on the agenda of team meetings and leadership meetings in your area Compete against another area or team for bragging rites or a fun prize Anne Franks Institutional Advancement

11. Leadership Involvement Maybe the leader in your department will do something silly if you reach 100% participation Ask for some money for campaign-related events (food = fun!!!) Anne Franks Institutional Advancement

12. Leadership Involvement Participation!!!!! Participation across the University and Health Sciences averages between 17-20%, and last year we totaled $656,600. Imagine what the total giving would be if we could double the participation level to 40%. If leadership in your department will do their part to encourage participation, your campaign results will increase. What Really Matters????? Anne Franks Institutional Advancement

13. Hold an Ambassador Meeting YOUR CAMPAIGN PLAN Jen Florian English

14. Get to the point Cover your resources –Unitedway.pitt.edu Gain followers Distribute responsibility Set goals and follow up TIPS Jen Florian English

15. Know your audience YOUR CAMPAIGN PLAN http://www.unitedway.pitt.edu/about/index.php Vanessa Webb Academic Resource Center

16. GIVING –Impact Fund –Individual Agencies –Multiple options of payments –Departmental Gifts YOUR CAMPAIGN PLAN Vanessa Webb Academic Resource Center

17. YOUR CAMPAIGN PLAN Vanessa Webb Academic Resource Center

18. YOUR CAMPAIGN PLAN Vanessa Webb Academic Resource Center

19. Talking Points For people who care, United Way provides the lifeline to those in immediate need leading to the long term improvement of our community A commitment to United Way is your commitment to building a better community for all of us, one person at a time Our strength is local. Contributions support local non-profit agencies and local people in need YOUR CAMPAIGN PLAN Megan Marucco United Way of Allegheny County

20. Talking Points Regardless of your giving level, your donation can make a difference in someone’s life United Way brings people together to tackle our community’s biggest issues Your gift, combined with 60,000 others, can make real and long lasting change YOUR CAMPAIGN PLAN Megan Marucco United Way of Allegheny County

21. Talking Points Local leaders guide decisions and set strategies We invest in new approaches to improve outcomes and improve donor and beneficiary experience YOUR CAMPAIGN PLAN Megan Marucco United Way of Allegheny County

22. Talking Points United Way’s administrative cost is 12%, well below the national average (30-40%) United Way holds its funded agencies accountable to achieve results and ensures agencies are highly capable and well run Charity Navigator 4-Star Rating –for the last Four Years in a row YOUR CAMPAIGN PLAN Megan Marucco United Way of Allegheny County

23. Types of Campaign Events YOUR CAMPAIGN PLAN Jen Florian English

24. Hold a sale –Books, goodies, or a garage sale Raffle, 50/50 or silent auction Activity day or Office Olympics Lunch on the lawn Fundraising Events Jen Florian English

25. Develop a master plan Define your budget Acquire funding Develop incentives Book and arrange PUBLICIZE! Event Planning Jen Florian English

26. Motivational Ideas and Incentives YOUR CAMPAIGN PLAN Motivate Have a speaker talk to your group Send weekly/bi-weekly motivational e-mails to entire group Get Administrator/Chair/Department head involved Incentives Kick off party Raffle off prizes Have a “dress down” day for everyone who donated Have friendly competitions between divisions/areas of your department Alexis Baldige Otolaryngology

27. Tracking Your Progress –Tools available: Reports showing your employees, who has contributed to campaign Can also view who has contributed Use this info to change goals as the campaign progresses YOUR CAMPAIGN PLAN Nick Mance, Bioengineering John Lea, Student Affairs

28. YOUR CAMPAIGN PLAN Example Progress Report Nick Mance, Bioengineering John Lea, Student Affairs

29. Tracking Your Progress Be creative in how you track progress –Make it fun! –Compete against other departments –Create incentives –Make reminders and follow-ups to those who haven’t donated –Remind them “we’re ‘x’ amount from our goals” YOUR CAMPAIGN PLAN Nick Mance, Bioengineering John Lea, Student Affairs

30. Thank You Cards Thank You Events YOUR CAMPAIGN PLAN Susan Cecchetti Institutional Advancement

31. Important to say THANK YOU - recognizes the significance of the donor’s gift - good stewardship practice - being appreciated motivates us Say Thank You Susan Cecchetti Institutional Advancement

32. Verbal Thank You Email Written Thank You Card – Very Important! Can attach a pin, piece of candy, or a cookie. Ways to Say THANK YOU Susan Cecchetti Institutional Advancement

33. Individual Donors Your Team & Your Chair for their assistance The Department (We reached 90% of our goal!) Who to Thank Susan Cecchetti Institutional Advancement

34. Set aside a time to say thanks: When the gift is made At the beginning or end of every week When to say Thank You Susan Cecchetti Institutional Advancement

35. Establish a budget with your Chair Possible events include pizza lunch, bagels for breakfast, afternoon cake and ice cream Thank You Events Susan Cecchetti Institutional Advancement

36. Susan Cecchetti Institutional Advancement

37. Utilize United Way staff to share the impact of United Way –United Way and Agency Speakers for staff meetings –Campaign planning meetings –Campaign Ambassador training –Day of Caring and volunteer activities –Answer Frequently Asked Questions YOUR CAMPAIGN PLAN Megan Marucco United Way of Allegheny County

38. unitedway.pitt.edu/reps Your Online Campaign Tool Box Campaign Facebook page facebook.com/PittUnitedWay Campaign Twitter feed twitter.com/pittuw Campaign Website unitedway.pitt.edu UWAC Facebook page facebook.com/unitedwaypittsburgh twitter.com/unitedwaypgh UWAC Twitter feed Kate McGlynn Institutional Advancement

39. Friday, October 2 nd –Day of Caring Wednesday, October 7 th –Campaign Kick-Off Breakfast Prize drawings –October 16 th, November 6 th, November 20th Friday, January 8 th –2015 Campaign Wrap Up Timeline and Important Dates Anne Franks Institutional Advancement

40. 2015 Pitt United Way Campaign Questions? Ideas? Best Practices & Worst Challenges? Anne Franks Institutional Advancement

41. 2015 Pitt United Way Campaign Thank you!