1. 2015 Penn’s Way Coordinator Training

2. 2 Penn’s Way Before we say a word... Thank you for being here!!

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

4. 4 Penn’s Way Campaign Penn’s Way 2015 –Goal: $1,500,000 –Actual: $1,633,850 (108% of our goal) Penn’s Way 2016 Goal = $1,550,000 –University Goal = $775,000 –UPHS Goal = $775,000 –Increased employee participation Campaign Timeline –October 5 th - November 20 th

5. 5 Penn’s Way Items Theme: Giving is Penn’s Way Continuing online credit or debit card processing Accepted: Visa, MasterCard, and Discover Not Accepted: AMEX (fees are too high) Encouraging those giving very small amounts to a UW charity, to donate to UW Community Impact Fund Encouraging on-line giving

6. 6 PENN Team Executive Co-Chair Maureen Rush, VP Public Safety Campaign Manager Laura Farrington, DPS 130 School/Center Coordinators and over 100 other volunteers Steering Committee Maureen Abbot - Payroll; Ernie Chieffo – ISC; Lis Paxson – Creative Services; Tracy Hawkins – Raffles; Steve Minicola/Scott Spitzer – Website; Lisa Paxson – Creative Services; Hilary Lopez – HR, Bill Pisacano – Bonded agent Faculty Advisor Laura Perna Executive Committee David Bendell, Rachel Kleinman, Terri Welsh Campaign Consultant Terri Welsh, AR

7. 7 Campaign Timeline Coordinator SelectionEarly September Training SessionOctober 1 st Material DistributionKickoff Luncheon Kickoff CelebrationSeptember 30 th Campaign StartOctober 5 th Campaign CloseNovember 20 th Campaign Closing LuncheonJanuary 2016

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

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

10. 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, 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. 11 Sample Coordinator Timeline MTWTF Hang PW posters Week 1 Announce campaign Leadership Email Week 2 Post participation % Campaign Event Week 3 Post participation % Week 4 Post participation % Leadership Email Week 5 Post participation % Campaign Event Week 6 Post participation % Week 7 Post participation % Campaign event Last 2 days!!

12. 12 Campaign Materials Late September, early October, all Faculty & Staff to receive information emails 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: www.upenn.edu/pennsway

13. 13 Penn’s Way Website Complete listing of United Way and Center for Responsible Funding Agencies Detailed information on United Way, CRF, and Penn Medicine organizations Volunteer Information Frequently Asked Questions Payroll Deduction Guide Raffle Prize information and winners E-pledge form Contact information

14. 14 Center for Responsible Funding Founded 1980 First nonprofit in the Philadelphia area devoted to promoting equity in philanthropic giving CRF mission is to expand the funding capacity of grassroots, non-profit organizations working for social and economic change CRF enables funds and federations that represent progressive organizations access to workplace campaign In 1998, UPENN included CRF partner organizations as options for donor directed funds through their annual giving campaign www.responsiblefunding.org

15. 15 CRF 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

16. 16 PENN Medicine Organizations Seventh year this funding option is available to UPENN and UPHS employees PENN Medicine organizations will be given through UWSEPA who will administer funds –Abramson Cancer Center –Hospital of the University of Pennsylvania –Penn Presbyterian Medical Center –Pennsylvania Hospital –Wissahickon Hospice –Scheie Eye Institute –Sayre Health Center www.pennhealth.org

17. 17 United Way of SEPA Founded in 1921 Provides resources to communities through the United Way Community Impact Fund and other organizations Mission to improve peoples lives by mobilizing the caring power of donors, volunteers, and communities Goals: –Fund and support a regional network of social service agencies to connect those in needs with partners who can provide solutions –Provides accountability for the dollars invested –Focuses on investments with clear objective and measurable outcomes –Focuses on long-term goals of education, health, employment and self-sufficiency

18. 18 United Way of SEPA United Way is now focusing our community resources in these areas: –UWSEPA Community Impact Fund –Preparing Children to Achieve –Building Adult Independence –Strengthening Neighborhoods and Communities Donor organization options –More than 5,000 agencies www.uwsepa.org

19. 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. 20 Accessing e-Pledge site Click here to enter e-pledge site

21. 21 Logging in to e-Pledge site Click here to enter E-pledge site

22. 22 Pledging via e-Pledge site Click here to enter E-pledge site Click “Contributing Elsewhere/ Raffle only” for a $0 pledge Can search database of over 5000 organizations Annual total displays here Organizations to which you are donating display here

23. 23 Confirming your Pledge

24. 24 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 Only Visa, MasterCard and Discover are accepted AMEX is not accepted due to additional fees and poor reporting capabilities

25. 25 Confirmation Page: Payroll Deduction

26. 26 Confirmation Page: Payment by Check

27. 27 Confirmation Page: Payment by Cash

28. 28 Confirmation Page: Contributing Elsewhere

29. 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 (iPad bundle) 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 e-mail 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. 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 (Jeans @ work, Vacation Day) Friday promotional events Set up tables at building entrance – show videos and hand out information

33. 33 Speaker Requests Working on video library that can be used any time. United Way, CRF, or 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 (use form) to pennsway@upenn.edu

34. 34 Questions? Contact us with questions: pennsway@upenn.edu (215) 746-4483