by United Way of Central Ohio

2Employee 008

Campaign Coordinator

Manual

Dear Employee Campaign Coordinator, Thank you for leading your organization’s United Way’s 2008 Campaign. We are happy to have you working with us to improve lives and strengthen our community. This year, United Way of Central Ohio has joined United Way’s across the country in embracing a new strategy called Live United. More than a tagline, Live United is a call to action, a re-thinking of how we look at United Way. It provides us with a new way to communicate about our work, and a fresh way to energize people to give and get involved. At a time when many people are experiencing change and uncertainty, Live United offers a reminder that we’re all connected. United, we can accomplish more than any one person alone. It’s an exciting and challenging call to action, and we hope you find it brings new enthusiasm to your campaign. We truly appreciate you and your organization’s support of United Way of Central Ohio. Your efforts to educate your co-workers about United Way and engage them in powerfully improving our community will make a difference. Every single gift, regardless of the size, will assist in changing lives and building a stronger community. This Campaign Coordinator Manual addresses the campaign basics—the fundamental steps you can use to educate and inform your colleagues and help grow your organization’s campaign. This information, combined with the online Campaign Toolbox introduced last year, will provide ideas, tips and other resources to support the efforts of you and your team. The communication between you and your United Way Relationship Manager is key to making your campaign a success. Please feel free to call upon her or him for assistance during your campaign. We wish you the best of luck with this year’s campaign. We look forward to hearing all the different ways people LIVE UNITED in central Ohio.

Greg Overmyer 2008 General Campaign Chair

Rocco Evangelista 2008 Labor Campaign Chair

Table of Contents 1. Employee Campaign Coordinators: A Key Link

2. 3.

Our 2008 Campaign: LIVE UNITED a. Building Blocks for a Good Life b. The Community Impact Fund c. Invitation to Live United d. FAQs

Campaign How-to: The Overview

Campaign How-to: The Details a. Campaign Planning b. Making the Ask c. Employee Giving Options d. Pledge Collection Options e. Wrapping Up/Thank You

5. Leadership Giving Groups

6. Community Benefactor Program

7. Celebration of Excellence Awards

8. Additional Resources

2008 Employee Campaign Coordinator Manual

1. Employee Campaign Coordinators: A Key Link Congratulations! As a leader in your organization, you’ve been selected as a United Way Campaign Coordinator. Whether this is your first time, or your fifth or fifteenth campaign, we know you have a lot to offer, and we welcome your leadership and input in our 2008 campaign.

Your Mission: As a Campaign Coordinator, you will lead a team that will plan, organize and implement a successful United Way Campaign within your organization. The Campaign Coordinator is a critical link between United Way and your co-workers. Through your communication, organization and leadership skills, you enable your co-workers to participate in the work of strengthening our community.

Campaign Coordinator Tasks: Conducting a United Way campaign should be a fun and rewarding experience. United Way of Central Ohio provides many tools and resources to assist you as you plan and execute your campaign. The resources and tips provided in this guide will help you plan an enjoyable, meaningful and successful campaign. Campaign Coordinator’s tasks may include: • Work closely with your CEO and United Way representative to develop an effective campaign plan • Recruit and coordinate a team of volunteers to assist you • Coordinate your company’s kick-off and recognition events • Promote the campaign throughout the company • Encourage leadership giving in your campaign • Encourage volunteerism among your co-workers • Educate your co-workers about United Way • Attend United Way kick-off and victory event • Invite everyone to give • Make a gift yourself • Thank your donors and volunteers • Evaluate and make recommendations for next year Scattered throughout this manual are “best practices” from our 2007 Celebration of Excellence Award winners. You may choose to adapt some of these ideas or create new ones based on the specific needs and culture of your organization. Let your enthusiasm and creativity shine through, and your efforts will pay off. It takes people like you, who go above and beyond, to make this campaign successful. Remember, when we reach out a hand to one, we influence the condition of all. On behalf of everyone in our community, we thank you for spreading the word about Live United!

Employee Campaign Coordinators: A Key Link

2. Our 2008 Campaign: LIVE UNITED Live United is an exciting new way that United Way of Central Ohio is using to communicate our work, and to energize people to give and get involved. More than a tagline, Live United is a call to action, a re-thinking of how we look at United Way. The entire United Way movement will launch Live United nationwide in 2008.

Advancing the Common Good The United Way movement is well-known and well-regarded around the world. But while people know and respect United Way, many don’t have a clear idea of what we do. They don’t know what we stand for. Live United gives us a new way to talk about our important work. It says our work is about advancing the common good. Advancing the common good means creating opportunities for a better life for all. It is less about helping one person at a time and more about changing systems to help all of us. It’s the idea that we are all connected and interdependent, and that when we move forward we do so as a whole.

“Old” Position

“New” Position

Fundraiser

Change Agent

Individual

Systemic

“Community” in a narrow sense

Common Good/Interdependence

“Them”

All of Us

Charity

Lasting Change

Safety Net

Prevention

Handout

Creating Opportunities

Building Blocks for a Good Life Specifically, United Way of Central Ohio is working to advance the common good by focusing on the building blocks for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. Education, income, health and home – these are the areas United Way of Central Ohio is targeting as we seek to advance the common good. Our goal is to create long-lasting changes that prevent problems from happening in the first place. To do this, United Way funds programs that focus on the community’s most pressing problems. We bring together a broad range of community partners to ask questions, brainstorm solutions and develop a common vision to create opportunities for a better life for all. We hold ourselves and our partners accountable for achieving measurable, sustainable results in these areas:

Our 2008 Campaign: LIVE UNITED

EDUCATION • Young children enter kindergarten physically, emotionally, socially and cognitively prepared to succeed • Youth graduate from high school well-prepared for additional learning and productive careers

INCOME • People achieve financial stability • People in crisis have access to emergency food, shelter and financial assistance

HEALTH • People overcome barriers to accessing health and wellness services • People maintain healthy nutrition and physical fitness

HOME • People live in safe neighborhoods • People live in safe and decent housing

Building Blocks

for a Good Life

EDUCATION

INCOME HEALTH

HOME

• The community is prepared to respond to disasters and emergencies in a coordinated and comprehensive way

Community Impact Fund United Way’s Community Impact Fund supports ongoing programs that focus on improving lives in the areas of Education, Income, Health and Home. Directing gifts to the Community Impact Fund helps fund all programs and initiatives conducted by United Way, our member agencies and our community partners.

Celebration of Excellence – Best Practice

Employee Volunteerism - YMCA of Central Ohio Highlights of YMCA’s relationship with UWCO:

• YMCA employees were involved in the United Way board of trustees, Impact Councils and the campaign cabinet. They also have a presence on the board of another funded agency. • Employees participate in Community Care Day. • Branch employees volunteer at neighborhood community events.

Our 2008 Campaign: LIVE UNITED

The Invitation to Live United How can people get involved? Be part of the change. We want to engage more people at a deeper level than we ever have before. Specifically, we want people to Give, Advocate and Volunteer.

GIVE Our donors’ gifts have been improving lives in central Ohio for decades. More children are receiving quality early education, more people have gotten the job training that has helped them find good jobs, fewer children are hungry, and more people are off of the streets and living in places with supportive services because of our generous donors. We are asking people to continue to give, so we can continue to help those in need.

Let people know: Giving to United Way of Central Ohio’s Community Impact Fund is the easiest and most powerful way to improve lives and build a stronger community. The Community Impact Fund supports programs in Education, Income, Health and Home. Each individual gift adds up, no matter the size.

ADVOCATE We want everyone engaged with United Way to advocate for our work through word-of-mouth, to let others know that partnering with United Way is an effective way to help others. We will also be asking supporters to weigh in on important public policy issues like improving early education and dealing with vacant and abandoned housing.

Let people know: You can make change happen with your voice. Get informed. Tell your friends. Write a letter to the editor. Our community needs people who are passionate about helping others to speak out. Go to liveunitedcentralohio.org to sign up for our newsletter so you can be in the know about advocacy opportunities in central Ohio.

VOLUNTEER We want people to volunteer through United Way. Many people know about our annual Community Care Day, which is the largest single volunteering event in our area, mobilizing over 5,000 people. But they don’t know we also have many other volunteer efforts. For example, this year we helped organize over 120 volunteers to provide free tax preparation for hardworking low- and moderate-income people, resulting in over $2.3 million in refunds. Those refunds help people be more financially stable and strengthen our local economy.

Let people know : Volunteer your time and talents to make a difference in people’s lives in central Ohio. Give an hour. Give a Saturday. Share a talent. Lend a hand. You’ll make a difference.

Our 2008 Campaign: LIVE UNITED

UWCO FAQs What is United Way? United Way of Central Ohio’s mission is to measurably improve the quality of people’s lives by bringing the community together to effectively address human needs and potential. United Way of Central Ohio is one of 1,350 unique, autonomous United Way’s across the country. United Way’s leadership role in central Ohio enables us to bring together people who have a stake in the community to ask the tough questions. Sometimes we lead the charge. Sometimes we support what is already working.

Who directs United Way? United Way is a volunteer-driven organization directed by a local, all-volunteer board of trustees.

Why should I give to the Community Impact Fund? The Community Impact Fund is the best way to create lasting changes in people’s lives and in the community. Major issues require analysis, expertise, multiple partners and strategies. By giving to the Community Impact Fund, you invest in solutions focusing on the underlying causes of our community’s most critical needs. United Way of Central Ohio is unique in our ability to deliver these resources in our community. To direct your donation to the Community Impact Fund, check the box in the Optional section on the United Way pledge card.

If I don’t use United Way services, why should I give? Your contribution is a personal investment in our community. Our goal is long lasting change that prevents problems from happening in the first place. United Way of Central Ohio helps thousands of people each day. Issues in our community are constantly changing. Support of United Way helps with issues that may not affect us today but could assist our friends, family, and community members in the future.

How is United Way audited? All United Way financial affairs are subject to an annual audit conducted by an independent public accounting firm. This audit is conducted according to strict standards, which have been developed for all not-for-profit organizations.

By deadline at the close of 2004, did any member or partner agencies choose not to sign United Way’s inclusion and non-discrimination policy and cease to be eligible for United Way support? All United Way member and partner agencies signed the inclusion and non-discrimination policy for each program receiving United Way funding, except for an adoption program that is no longer seeking United Way dollars.

Our 2008 Campaign: LIVE UNITED

3. Campaign How-to: The Overview Ten Steps To Building a Successful Campaign Implementing these basic steps will help to ensure a successful United Way campaign. They are based on past experiences of organizations that have had exemplary campaign results.

Before The Campaign 1. GET PREPARED! Work with your United Way Relationship Manager to set goals, discuss ways to communicate the message, create a buzz, and incorporate fun activities that add momentum to your campaign.

How this helps: Having a plan makes the process smoother and easier for you to implement and manage.

Strategies: m Review campaign history with your United Way Relationship Manager, including the total amount raised, participation rate, average gift and the strategies used last year. m Determine how best to run your campaign. Your United Way Relationship Manager can help! m Set beginning and end dates for your campaign. m Download a sample campaign timeline at unitedwaytoolbox.org.

2. RECRUIT AND TRAIN A CAMPAIGN TEAM You donâ&#x20AC;&#x2122;t have to do it alone! Having representatives from each department can be very effective. This team can help in all stages of the campaign: planning, promoting awareness and distributing and collecting materials.

How this helps: This shares your duties, stimulates more ideas, helps create enthusiasm throughout the company about the campaign, and builds employee morale.

Strategies: m Form a Campaign Committee that provides leadership from all facets and levels of the organization. m Recruit people that are energetic, organized and well-liked by their peers. m Meet with your United Way Relationship Manager and team to discuss your goals and objectives. m Invite your United Way Relationship Manager to train and educate your team and key workers on whatâ&#x20AC;&#x2122;s new at United Way. m Delegate responsibilities for the different components of your campaign, such as: kick-off planning, tours, scheduling speakers, material distribution, themes, marketing, communication, Celebration of Excellence applications. m Encourage discussion of new ideas and perspectives. m Develop a plan for collecting pledge cards.

Campaign How-to: The Overview

3. ENLIST MANAGEMENT SUPPORT Leaders lead! The support of your president/CEO, management team and/or labor leaders is crucial.

How this helps: By personally endorsing the campaign, members of your senior management team demonstrate their commitment both to your organization’s campaign and the United Way.

Strategies: m Ask the CEO/president to hold a United Way educational meeting with his/her leadership team. m Enlist leaders to speak at kick off meetings, send emails or letters. m Plan events around the CEO’s calendar whenever possible or call on other senior leaders to represent the CEO/president.

4. IDENTIFY CAMPAIGN ELEMENTS Meet with your committee early and often to discuss goals, communication strategies, incentives and special events.

How this helps: Getting employees involved in various activities helps them feel a part of the campaign and adds an element of fun!

Strategies: m Set campaign goals and publicize them throughout your organization. m Download a goal-setting spreadsheet from www.unitedwaytoolbox.org. m Develop incentives to make influential changes such as early return of pledge cards, first-time donors, using payroll deduction and increased giving. m Schedule events on company calendar.

During the Campaign 5. PUBLICIZE YOUR CAMPAIGN Communicate campaign information and events to all employees through United Way marketing materials, emails, calendar of events, posters and more!

How this helps: Clear communication improves participation and creates a positive response to United Way.

Strategies: m Access the Campaign Toolbox (unitedwaytoolbox.org). m Order United Way campaign supplies. m Download Campaign Countdown “blitz” emails. m Communicate your campaign’s calendar of events. m Use your organization’s communication tools: email, intranet, newsletters. Campaign How-to: The Overview

6. EDUCATE EMPLOYEES ABOUT UNITED WAY’S WORK One of the most important elements of a campaign is to educate employees about the work we do in the areas of Education, Income, Health and Home. Some people relate to personal stories, while others want to hear about facts, figures and the return on investment.

How this helps: When donors understand the needs in the community and how United Way is addressing these needs, they make a personal connection to the campaign.

Strategies: m Arrange for United Way presentations at existing staff meetings to ensure every associate understands United Way’s Community Impact work. m Invite United Way to a meeting of your top management to discuss the work of United Way and address any questions from your senior team. m Distribute United Way materials.

7. KICK-OFF YOUR CAMPAIGN (ask employees to give) Campaign Kickoffs can be informative and FUN! Kickoffs can be elaborate (with costumes and scripts!) or as easy as doughnuts in a break room. Do what works best for your organization.

How this helps: By gathering your group together in one place, each person feels a part of the overall goal.

Strategies: m Invite senior management and United Way to join you to make the ask. m Include your President/CEO in events and communications. m Conduct a kick-off event with representation from senior management and United Way of Central Ohio speakers. m Use United Way of Central Ohio’s marketing materials to create awareness.

8. ENCOURAGE LEADERSHIP GIVING United Way of Central Ohio has several categories of “leadership giving”—groups of individuals who take a leadership role in their giving and are inspired by what they can accomplish together. Their generosity, compassion and dedication make a real impact on the lives of people in our community.

How this helps: Leadership Giving provides the fastest way to help increase total dollars raised in the campaign, and the networking opportunities offered within the groups boost your organization’s presence in the community.

Campaign How-to: The Overview

Strategies: m Encourage Leader’s Circle as an easy and effective way for all donors to make an investment in United Way based on a percentage of their salary. m Promote the benefits of membership in Leadership Giving groups. m Recognize the people that gave last at these levels last year. Others will want to know more about how to get involved. m Recognize individuals who give at Leadership levels through special recognition events, personalized letters from senior management or exclusive incentives.

After the Campaign 9. ANNOUNCE RESULTS AND SHOW APPRECIATION Plan ways to finalize your campaign, celebrate your accomplishments and thank employees for their participation and contributions.

How this helps: People will have a more positive feeling about their donation, and receiving appreciation increases the likeliness that that they’ll participate next year.

Strategies: m Announce campaign results via email or during staff meetings. m Create opportunities to say thank you. m Show how one “small” gift combined with the entire company’s will create a big impact. m Recognize your own work and submit a Celebration of Excellence award application.

10. ESTABLISH YEAR-ROUND UNITED WAY COMMUNICATION Collaborate with United Way to provide year-round educational programs to implement throughout your workplace (newsletters, intranet, etc.). Work with your United Way Relationship Manager or Loaned Executive for more information on how to promote awareness about United Way and our work.

How this helps: Year-round communication helps educate employees on the impact of their gift and how integral they are to the work of United Way.

Strategies: m Send monthly emails about United Way’s work (provided by United Way). m Publish noteworthy information in company newsletters or intranet. m Lunch and Learn sessions (coordinated by United Way). m Small group tours of United Way-funded programs (coordinated by United Way).

Campaign How-to: The Overview

4. How-to: The Details Campaign Planning Good planning usually starts with good questions. Your answers will give you a strong base to work from as you plan your campaign. • What community issues are most important to your company? • Who in your company’s management is supporting you? • Is your company structured by departments, work groups, geographically, other? Consider structuring your campaign team along similar lines. • Can you incorporate United Way into established company events and communications? • How can you make sure every donor is educated and asked to contribute? • What would be the best incentive to get employees to participate in the campaign? Day off? Special events? Prizes? Corporate match of their gift? • How many people in your company make more than $50,000? How can they best be educated about Leadership Giving? • How do you say thank you to all your donors? Do you give United Way your donor names and contact information to say thank you, as well?

Setting Your Campaign Goal Setting clear goals gives your Campaign Committee a firm direction. By reviewing your past year’s campaign numbers, you can gain valuable information to assist in determining this year’s goals. • First, review last year’s performance and identify any company changes such as reorganization or a change in the number of employees. • Second, look at how many people gave last year; divide that by the total number of employees to determine your percent participation. • Next, calculate your average gift amount: divide total employee gift by the total number of givers. From these assessments, you can determine an appropriate target for this year’s campaign, and set goals for reaching the new number.

Goal Suggestions • Increase participation rate • Increase average gift • Increase the number of Leadership Givers • Increase overall employee giving

How-to: The Details

Key Strategies for Successful Goal-Setting Overall • Aim for 100% education. Ensure everyone knows how United Way works to make this a better community for all of us. • Aim for 100% pledge card collection. This ensures that people have considered a gift to the United Way Campaign and made their decision. It does not mean they should be forced to give.

To Increase Giving (Average Gift) • Communicate increasing community needs to individual donors • Invite United Way speakers to employee meetings • Personally ask the donor to increase their gift • Conduct a leadership giving campaign • Use suggested giving guidelines (i.e., two hours’ pay per month) • Structure incentives so that they are based on giving levels • Establish a competition between departments based on total dollars raised • Personalize pledge cards • Express appreciation immediately

To Increase Participation (# of Givers) • Communicate senior management’s support – ask the president or CEO to write a letter of support, attend group meetings, make a personal gift prior to the start of the campaign • Obtain top management’s endorsement and active support (not just the CEO) • Recruit campaign committee with representation from all levels and departments • Take campaign committee on agency tours • Ask ALL employees to contribute • Invite United Way speakers to group meetings

Celebration of Excellence – Best Practice

Employee Education - KMPG LLP Highlights of KPMG’s relationship with UWCO:

• Strong CEO support and endorsement • Kick-off event with breakfast served • Multiple agency speakers at kick-off event • Incentives for turning in pledge cards on first day • 2 weeks of lunch-n-learns with pizza served for the attendees

How-to: The Details

Making The “Ask” The number one reason why people don’t give is because they aren’t asked. It’s so easy to do! There’s a number of ways you can go about doing it. Let United Way help in making the ask. Work with your United Way Relationship Manager to determine what strategies will work best for your company.

Educate Employees United Way of Central Ohio has many resources available to help you educate your employees and run an effective campaign. Campaign materials, video, speakers, agency tours and volunteer projects are excellent ways to show how United Way dollars are working in our community. Using these resources increase employee awareness and enhance the effectiveness of your campaign meetings. Integrate these resources into your campaign; they all help make the “ask” for you.

Video United Way’s 2008 “LIVE UNITED” campaign video highlights local donors and ways they Give, Advocate and Volunteer. Just four minutes long, this video provides an effective and emotional way to show your coworkers how their contributions make an impact right here in central Ohio. Available in DVD, VHS, closedcaptioned, and looped formats.

Campaign Marketing Materials United Way of Central Ohio offers a array of high-quality printed and electronic materials available at no charge. This comprehensive approach helps to inform, excite and recognize donors and publicize your campaign. Talk to your Relationship Manager or visit unitedwaytoolbox.org for more details.

Provide Incentives Fun incentives can motivate increased personal gifts from associates. Solicit donations or think up low-cost rewards. Swap ideas (good and bad!) with other Campaign Coordinators online at unitedwaytoolbox.org

Promotion Ideas

Incentive Ideas

Distribute raffle tickets based on pre-determined increases on pledges

A day off

Provide a separate set of prizes for all new donors

Jeans day/week

Reward the department with the highest dollar increase over last year

Services by senior management

Reward the department with the highest participation increase over last year

Airline or event tickets

Give incentives to all employees participating in payroll deduction

Prime parking spot

Donated prizes from company vendors Entertainment systems

The Community Caring Card The Community Caring Card is an exciting incentive program that provides discounts at participating restaurants, entertainment venues and retail stores throughout central Ohio to reward donors who give at the Leaders Circle level. For more information, see page 24 of this manual.

How-to: The Details

Speakers United Way volunteers, program volunteers, or volunteer labor representatives are eager to share their stories and are available to speak at your organization. A five-minute presentation by one of these speakers personalizes your employee meeting.

Tours Motivate employees to give by providing a first-hand look at how contributions make a difference in our community. Tours of agencies that have United Way-funded programs significantly impact the results of an employee campaign. Tours usually last 30 minutes plus travel time per agency and can be arranged to accommodate your employees’ schedules. Most groups want to visit with two or three programs.

Community Care Day Join over 4,800 community volunteers representing 2,000 corporations and organizations as they work at United Way agencies, community sites and schools to make a stronger community on Tuesday, September 16, 2008. This is a great opportunity to for your team to see the real work of United Way and can be used as a team-building activity.

Day of Action Stay tuned for Day of Action, a new way to get involved. Our first-ever Day of Action on June 21, 2008 featured neighborhood gatherings at the seven Settlement Houses in Columbus.

Facebook Causes If you have web-savy co-workers with Facebook accounts, invite them to sign up for United Way of Central Ohio’s Cause on facebook.com. Your Relationship Manager can help you get started.

Celebration of Excellence – Best Practice

Best First-Time Campaign - HLS MedFreight Highlights of HLS MedFreight’s relationship with UWCO:

• Top-down leadership involvement • Held campaign kick-off at a United Way agency • Involved United Way Relationship Manager with campaign • Used United Way materials during campaign • Based campaign goal on participation • Allow monthly volunteer opportunities

How-to: The Details

The 20 Minute Employee Group Meeting Group meetings are the most effective way to reach all employees in an organization and make the most efficient use of time. Group meetings offer a quick and easy way for you to: • Communicate the impact and the power of a gift • Communicate the campaign plans • Distribute United Way materials • Answer employee questions while all employees are present • Promote awareness • Demonstrate where the money goes • Ask for support It can take as little as 20 minutes to convey the key messages to your group, make the ask, include an Agency Ambassador, and show the United Way video: Item

Presenter

Time

Purpose

Opening Remarks

Employee Campaign Coordinator

1 minute

Welcomes everyone and states the reason for the meeting.

CEO Endorsement

CEO/Key Executive

1 minute

Demonstrates the support of the organization and its leaders.

Campaign Video

Introduced by the ECC/ 5 minutes United Way Representative

Thanks previous donors and sets the tone and focus.

Success Story

Ambassador or United Way 5 minutes Representative

Provides a concrete example of a community need fulfilled.

United Way Overview

United Way Relationship 5 minutes Manager/Loaned Executive

Shares the scope of the needs and illustrates United Way’s unique approaches

Ask for Donations

United Way Relationship 2 minutes Manager/Loaned Executive

Solicits the support of individual donors.

Closing Comments & Thanks

United Way Relationship 1 minute Manager/Loaned Executive

Expresses gratitude for their time and their participation.

Please call your United Way Relationship Manager or Loaned Executive to arrange for an Agency Ambassador to attend your meeting(s). Remember people give to people, so don’t overlook this critical step. If appropriate, you may also consider asking a fellow employee to speak about his or her own experiences as a recipient of United Way-funded services. Whenever possible, incorporate the United Way presentation into an existing staff meeting. As employees enter the meeting, distribute personalized pledge cards with a copy of the donor brochure. Employees should turn them in before the end of the meeting, and the employee’s signature is required for payroll deduction. If employees miss the meeting, be sure that a member of your campaign team visits them for a one-on-one contact. Discuss with your Relationship Manager the ways to adapt group meetings to any

How-to: The Details

Direct Communication One other approach to complement campaign communication is to contact employees individually, with personal letters or emails explaining the campaign, United Way activities and how they can participate. We’ve included a few sample letters that you may use, customize, or adapt. These are available at unitedwaytoolbox.org. If you’ve got sample letters that have worked well for your organization, please use the Campaign Toolbox to share them with others! One more thing: If your organization provides a matching gift, be sure to include a reminder in your communications to employees. “Remember, (Company) will match your contribution dollar for dollar!”

Sample Letter - General Donor Dear (Employee’s Name), As we launch our 2008 United Way of Central Ohio campaign, I would like to share a few thoughts with you. As you prepare to consider a pledge amount for this year, please think about all that can be accomplished by investing in the work of United Way. Working together with United Way, we focus on identifying the underlying causes of problems in our community, and tackling those problems at the core, to find answers that will have long-term effects that improve lives and build a stronger community. We support programs that focus on the building blocks for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. United Way gets the most out of every dollar we contribute, bringing experts together and producing real, measurable results that change people’s lives. We hope to make this year’s campaign our most successful ever, and we need your help to make that happen. Please remember that it takes people like you to make our community stronger. Let’s show central Ohio that when it comes to caring, our company is a real community leader. I thank you in advance for what I know your generous spirit will achieve.

How-to: The Details

Sample Letter - General Donor Dear (Employee’s Name), Once a year, each of us has a chance to make a difference in the lives of people in our community through our company’s United Way campaign. This year, we invite you to Live United. Living United means we have a responsibility to the community where we live and work, for when we reach out a hand to one, we influence the condition of all. One of the ways we fulfill this responsibility is by giving to United Way. United Way funds programs and initiatives in four impact areas: Education, Income, Health and Home. Because when you think about it, those are the building blocks we all need for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. More importantly, United Way seeks to create long-lasting change in our community by addressing the underlying causes behind critical social problems. Your gift to United Way is a sound investment because: Through United Way’s collaborative approach to solving community problems, your gift helps educate children, provide job-skills training, keep individuals healthy and fit, and provide safe and decent housing. United Way takes a unique approach to achieving results. They move beyond the surface and get to underlying causes of community problems. United Way is efficient. In fact, nearly 90 cents of every contributed dollar goes to services that help local people. The simplest, most convenient way to make a difference in our community is contribute to United Way through payroll deduction. You’ll have the opportunity to do so during our United Way campaign at COMPANY from ______ to _________. I encourage you to participate in as many campaign events as possible. When the United Way Campaign Coordinator approaches you, please accept the invitation to “Live United.” Consider the positive changes that can happen, and make an investment in United Way.

Celebration of Excellence – Best Practice

Leadership Giving - Deloitte & Touche USA LLP Highlights of Deloitte’s relationship with UWCO:

• 96% participation • Support from CEO throughout campaign • Involvement from all levels within the company • Individuals and Leadership Ambassadors responsible for identification and solicitation of Leadership Giving • Boards of Director membership encouraged • Have own IMPACT Day (volunteer day) • Weekly raffles • Campaign progress coupled with United Way education pieces • Holds a thank you event (chili cook-off) at campaign end

How-to: The Details

Sample Letter – Encouraging Leaders Circle Dear (Employee’s Name), At (Company), we place great emphasis on valuing people and working as one team. United Way has the same strategy, and it’s exemplified by the new campaign, “Live United.” Living United means we have a responsibility to the community where we live and work, for when we reach out a hand to one, we influence the condition of all. One of the ways we fulfill this responsibility is by giving to United Way. United Way funds programs and initiatives in four impact areas: Education, Income, Health and Home. Because when you think about it, those are the building blocks we all need for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. Your position at (Company) puts you in a role to lead and to set an example for Living United. Because of this responsibility, I encourage you to demonstrate your leadership by giving at the Leaders Circle level (see chart on pledge card). I also ask that you consider encouraging those on your team to give as generously as possible. A gift of ($XXX.XX) per pay will generate an annual contribution of ($XXXX.XX) and qualify you as a Leaders Circle member. Your pledge will take effect with the first pay of 2009. United, we can make a difference! Your individual contributions will positively impact the lives of those around you. On behalf of (Company), United Way of Central Ohio, and your friends and neighbors, thank you for your commitment to Live United.

Sample Letter – Encouraging a Leadership Giving Donor Dear (Employee’s Name), As a trusted and respected leader in our company, you exemplify our commitment to maintaining a corporate culture of caring and to making our community a better place to live and work. I thank you for sharing our corporate vision and for being a positive role model for our company. The approach we use in solving business problems—examining and analyzing the data and seeking positive, long-range solutions—is the same approach United Way of Central Ohio uses to address the problems in our community. They identify the issues that matter most. Then they research the problems, craft smarter solutions, invest funds, deploy resources and evaluate the results. United Way relies on the partnership and support of companies like ours. As we launch our 2008 Live United United Way campaign, we encourage each of our employees to pledge what they can to help. We can only ask our people to follow our examples, both in the way we conduct business and the level of support we show to the programs and services funded by United Way. I am asking you, as a leader in our company, to take a leadership role in your contribution to this year’s United Way campaign and to pledge generously. I thank you in advance for what I know will be your generous donation.

How-to: The Details

Sample Letter – Existing Leadership Giving Donor Dear (Employee’s Name), Thank you for being one of our community’s most generous contributors to United Way of Central Ohio. I appreciate your leadership and commitment to your community. I can tell by your gift that you agree that contributing to United Way is one of the best ways to make central Ohio a better place to live and work. By giving at this level, you have distinguished yourself as a leader. We ask that you expand your leadership role by encouraging your fellow associates to also give as generously as possible to United Way. Taking time to talk to them about the new Live United campaign, emphasizing community involvement, and making sure they have access to information about the United Way will give them a better understanding of our caring culture. Through the individual generosity of our associates in support of United Way, we can make a huge difference in our community. Thank you for your generous gift and for joining your fellow associates in a united effort to help the less fortunate in our communities. We know that we can count on you, as a leader, to consider continuing your financial and personal support. We appreciate you helping to share the word about Live United. United, we can make a difference and your individual contributions will positively impact the lives of those around you. On behalf of (Company), United Way of Central Ohio, and your friends and neighbors, thank you for your continued commitment to caring and generosity.

Sample Letter – New Employees Dear (Employee’s Name), As I’m sure you are learning in your first year at (Company), we pride ourselves in caring about other people. As a new associate, you are invited to join with our other associates in contributing to United Way of Central Ohio. In 2007, your fellow associates’ contributions to the United Way aided initiatives that: • Delivered quality child care programs, teacher education, and after-school programs; • Established programs to help lower-income individuals receive tax credits they were entitled to, learn about financial strategies, and get job training; • Supported diabetes screenings, nutrition education programs and transportation to medical appointments; and • Supported safety programs and training courses for neighborhood leaders. United Way funds programs and initiatives in four impact areas: Education, Income, Health and Home. Because when you think about it, those are the building blocks we all need for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. More importantly, United Way seeks to create long-lasting change in our community by addressing the underlying causes behind critical social problems.

How-to: The Details

Consider how you might give. Once you have determined your contribution level, please complete and return the enclosed pledge card. Your pledge will take effect with the first pay of 2009. In addition to supporting our United Way campaign, we invite you to advocate and/or volunteer for the causes you believe in. United, we can make a difference and your individual contributions will positively impact the lives of those around you!

Sample Letter - Union Donor Letter Dear (Employee’s Name), As union members, we know better than anyone what great things can be accomplished by people working together. We have a history of recognizing problems and looking for long-term solutions. We understand the power of collaboration and we believe in the importance of helping each other to make life better for each of us. United Way of Central Ohio functions in a very similar way. They focus on what matters by identifying the underlying causes of problems in our community, and tackling those problems at the core, to find answers that will have long-term effects that mean better lives and a better community. Like us, they believe that everyone should have opportunities for Education, Income, Health and Home. Because when you think about it, those are the building blocks we all need for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. Because I know you share these same goals and visions, I am trusting that you will support this year’s United Way campaign by pledging as much as you can to make it a success, and to make sure that United Way and the programs it supports in Education, Income, Health and Home. Over the years, many of our own members have been helped through United Way—let’s show our support by digging deep and proving that, as always, our union stands for doing what’s right to strengthen our community. I thank you in advance for what I know your generous spirit will achieve.

How-to: The Details

Employee Giving Options 1. Payroll Deduction • Enroll through your workplace campaign • Give a little every pay period for a larger annual gift

2. Credit Card ($50 minimum gift) • Use your Visa, MasterCard, Discover or American Express • United Way charges the credit card upon receipt of the pledge card

3. Cash or check • Give a one-time gift • Make checks payable to United Way of Central Ohio • Use your debit card instead of writing a check – instant tax receipting! Just use your bank statement as documentation

4. Donation of stocks or mutual fund(s) • Transfer stocks or securities through your investment firm • Instructions available on our website, liveunitedcentralohio.org, or call 614.227.2700

5. Scheduled billing ($100 minimum gift) • Select a one-time annual charge, a quarterly charge, or a monthly charge

Pledge Collection Options 1. E-Pledge System Make your United Way campaign run more smoothly by replacing paper pledge cards with the online ePledge system. The ePledge system allows employees to pledge privately and securely from their desks, or even from home. It allows you to track your organization’s campaign data, giving you an up-to-the minute look at your progress or results. United Way of Central Ohio provides the system at no charge.

How it works. As you promote your United Way campaign, you provide employees with a link to the secure ePledge system. They enter their pledge online, and you maintain control of the results. You can personalize the information that employees see, including suggested donation amounts. You can also set up thank you messages that are sent automatically when employees pledge. ePledge works best when at least 75% of your employees have internet access. Because it is a web-based system, ePledge requires no additional hardware or software.

How-to: The Details

What you provide. Your relationship manager can guide you through the specifics of the ePledge planning and set-up process. The basic requirements include: • Your organization’s logo • An electronic spreadsheet (Excel) with employee names and emails • Internet access for employees (Browser requirements: Explorer 5.0 or higher; Netscape 6.0 or higher) • Training time for Campaign Coordinator

How to get ePledge. Your relationship manager can arrange for an on-site demonstration, assist you with gathering information, arrange for training, or answer other questions you may have. You’ll want to begin discussions at least 6-8 weeks before your campaign begins. Contributor information should be provided to United Way approximately four weeks prior to kick-off.

2. Pre-printed Pledge Cards Pre-printed pledge cards are based on our general pledge card. We personalize these cards with your company’s logo and each employee gets their own individual pledge card with their name.

What are the benefits? • Adds a personal touch to your campaign materials • Easy distribution of pledge cards to appropriate areas • Allows you to receive an electronic payroll file (Excel) at the end of the year which can be uploaded in to your payroll system

What do you need to provide? • A company logo • An electronic spreadsheet with your employee census information • Sorting order of pledge cards for your distribution

What is the timeline on this process? You can begin discussions with your Relationship Manager at any time. Early planning helps to address any questions you may have, well in advance of your campaign. Depending on the size of your company, we will need the data file 2-3 weeks in advance of your due date in order to produce the pledge cards.

How-to: The Details

Wrapping Up You will want to have a formal “wrap up” of your campaign, announcing the results and thanking donors and participants. • Announce campaign results through newsletters, email, voice-mail or a memo. • Highlight accomplishments with appreciation in newsletters and on intranet. • Blanket bulletin boards and lunch rooms with “thank you” messages. • Post photos of employees participating in campaign events on bulletin board. • Include a special message with payroll stuffers. • Put a thank you message in your company’s in-house newsletter to let employees know their contributions are appreciated. • Submit your campaign for our Celebration of Excellence Awards (see page 30)

Thank You The two simple words “Thank You” not only show appreciation, but also set the tone for year-round communication and next year’s campaign. Contributors will receive an acknowledgement from United Way, but you can also build more support for future campaigns by acknowledging the work of your campaign committee, as well as each employee that contributes. Be creative!

Ideas for Campaign Committee • Ask the president/CEO to host an appreciation breakfast/lunch for campaign committee. • Create certificates of appreciation for each member of your committee. • Give event tickets to each campaign committee member.

Ideas for Donors • Ask senior management to send thank you notes to all donors. • Sponsor a “thank you” breakfast, luncheon or reception for campaign participants. • Distribute company pens, mugs, certificates, awards, buttons or note pads to volunteers and contributors. • Acknowledge donors at an all-employee meeting.

Give tokens of appreciation such as: • Calendars • Candy Jars • Paper Weights • Note Cards • Pen/Pencil Sets • Picture Frames

How-to: The Details

Thank You Letters We’ve included sample thank you letters that you may use, customize, or adapt. These are available at unitedwaytoolbox.org. If you’ve got thank you letters that have worked well for your organization, please use the Campaign Toolbox to share them with others!

Sample Thank-You Letter Dear (Employee’s Name): Amazing things happen when caring people work together. Your incredible support of our 2008 United Way of Central Ohio campaign proves that to be a fact, and I want to thank you for all of your generosity. Thanks to you, United Way will be able to invest in programs that have proven successful and explore new ways to make our community a stronger, healthier, safer place to live, work and raise our families. Your support and enthusiasm for United Way and your willingness to give back to the community show that we all want to make a difference and achieve lasting change. Thanks to you, kids will have a better chance of succeeding in school…homeless families will be able find affordable housing…single moms will learn skills to help them get good-paying jobs… health care will be more readily available… neighborhoods will have the tools they need to make changes and improvements… people’s lives will be better in central Ohio.

Sample Thank You Email Thank you again for giving to the United Way Campaign this year. At the very heart of United Way’s mission is the idea that nothing is as powerful as a community working together to do the work it takes all of us to do. From ensuring that children start school ready to learn, to helping families become self-sufficient and meeting basic human needs, we’re doing what matters. With your support, the issues we’re addressing today won’t be a concern tomorrow. Thank you for caring. And thank you for giving. United, we are accomplishing much in this community.

How-to: The Details

5. Leadership Giving Groups Leadership Giving United Way’s Leadership Giving groups offer additional benefits and networking opportunities. Please encourage participation from the employees in your organization who may be eligible.

Leaders Circle Through Leaders Circle, everyone can be a leader in giving. Leaders Circle recognizes members of our caring community who contribute a percentage of their income to support the work of United Way.

Leaders Circle Membership Because it includes people at all income levels, Leaders Circle acknowledges that one’s commitment to caring is not measured by the size of the gift but in giving to the best of one’s ability. For more information on the giving levels for Leaders Circle recognition, please review the United Way pledge card.

Leaders Circle Membership Benefits Leaders Circle members receive the Community Caring Card in recognition of their gift. The Community Caring Card is an exciting incentive program that provides benefits at participating restaurants, entertainment venues and retail stores throughout central Ohio.

Key Club Key Club is a unique partnership of individuals within the African American community who are inspired by what they can accomplish together and commit to a leadership role in giving. The mission of Key Club is to advance United Way of Central Ohio’s work of improving lives and building stronger communities. Key Club pursues its mission by promoting the power of United Way’s community impact, by enhancing collaborative relationships within our community and by maximizing the fundraising potential of central Ohio’s African American community.

Key Club Membership All African American households that invest $1,000 or more in United Way of Central Ohio may be recognized as Key Club members.

Key Club Membership Benefits Key Club members are invited to participate in special members-only networking events, professional development opportunities, educational forums and community service projects.

Leadership Giving Groups

Young Leadership Group (YLG) Young Leadership Group (YLG) was founded in 1991 by a group of young donors who wanted to make a difference in our community by encouraging their peers to join them in supporting United Way of Central Ohio. YLG recognizes the memberâ&#x20AC;&#x2122;s commitment to improving lives and building stronger communities in central Ohio through their personal philanthropy.

YLG Membership Individuals or couples age 45 or younger who contribute a household gift of $2,500 or more to United Way of Central Ohio may be recognized as Young Leadership Group members. YLG members contribute over $2 million each year to improve lives in our community. YLG members build their professional and social networks, develop as leaders in the community, and connect with established business and community leaders.

Young Leadership Group Membership Benefits Young Leadership Group members are invited to attend events each month including the YLG Roundtable Series, Leadership Development Series luncheons, family events, Signature Service Event, YLG Recognition Event, and other special member and guest functions throughout the year.

If a $2,500 gift is not in your current plans, Fast Track offers a way to become a member immediately, while increasing your gift over a period of time with these incremental pledges:

1st year: $1,500

2nd year: $2,000

3rd year $2,500

Cinquefoil Fellowship The Cinquefoil Fellowship is the latest addition to our vitally important leadership giving groups at United Way of Central Ohio. It is based on five core values - appreciation, recognition, education, advocacy and inclusion.

Cinquefoil Fellowship Membership The Cinquefoil Fellowship recognizes individuals and couples who contribute between $5,000 and $9,999 per year to United Way of Central Ohio.

Cinquefoil Fellowship Membership Benefits Cinquefoil Members benefit from special communications and events, including a kick-off in the fall and a spring celebration. Cinquefoil Fellowship donors are recognized for their ongoing commitment to caring through additional special events, activities, and publications throughout the year.

Leadership Giving Groups

Alexis de Tocqueville Society The Tocqueville Society is a special partnership of individuals who are inspired by what they can accomplish together and commit to a leadership role in giving. Their generosity, compassion and dedication make a real impact on the lives of people in our community.

Tocqueville Membership Tocqueville membership is open to all members of the community who invest at the following levels: Tocqueville Society ($10,000 – $24,999 ) Tocqueville Vingt-Cinq Society ($25,000 – $99,999 ) Tocqueville Premiere Society ($100,000 + )

Tocqueville Society Membership Benefits Tocqueville Society members are recognized in the national Leadership Register and invited to participate in special gatherings and attend select social events. Members are invited to monthly networking opportunities including the Tocqueville Arts and Culture Series as well as various members-only luncheons and special events. Fast Track offers a way to become a member immediately through a pledge to incrementally increase your gift over a period of time.

Year 1 Year 2 Year 3

Alexis de Tocqueville $7,500 $10,000 $10,000

Tocqueville Vingt-Cinq $15,000 $20,000 $25,000

Tocqueville Premiere $50,000 $75,000 $100,000

The Society of 1885 Members of The Society of 1885 have included the United Way of Central Ohio in their estate planning. Whether through a will, a trust or other planned giving instrument, gifts demonstrate a commitment to the mission of United Way, both today and for the future. The Society of 1885 serves as a tribute both to those citizens of 1885 who organized the first community effort to raise funds for human service organizations and to the citizens today who continue to support lasting change in central Ohio.

Society Membership Recognizes individuals and couples who have arranged for a gift to United Way of Central Ohio through a will, trust, insurance policy, a life-income arrangement, or other planned giving instrument.

Society Membership Benefits Society of 1885 members receive an invitation to an annual Society of 1885 special event, an appreciation gift, a lifetime subscription to United Way of Central Ohio’s newsletter, “Living United,” and a certificate of recognition.

Leadership Giving Groups

Celebration of Excellence – Best Practice

Strategic Performance - Mettler-Toledo, Inc. Highlights of Mettler Toledo’s relationship with UWCO:

• An interactive Leadership Breakfast. The meeting included United Way speakers and a call to action by the general manager for the company leaders to step up and set a good example for the entire team. Various ideas and thoughts on how to support and promote United Way were discussed. • Agency fairs at all three company locations. Mettler assigned a team to plan and promote the events; all were well attended and had high energy. Associates who attended and actively participated in the conversation with the agencies were eligible to win prizes. • Invitations to customers and vendors to join in supporting United Way. After completing a customer survey, respondents were given the option of receiving a gift card or donating the gift card amount to United Way.

Celebration of Excellence – Best Practice

Community Impact Award of Excellence - Bruner Corporation Highlights of Bruner Corporation’s relationship with UWCO:

• Support from CEO and senior management throughout the campaign • CEO identifies and solicits members for Leadership Giving • Bruner employee serves on United Way campaign cabinet • Use the expertise of United Way staff • Provide education about United Way in monthly newsletters and intranet • Use Campaign Toolbox (unitedwaytoolbox.org) for extracting and inputting ideas • Kick off with an all-staff breakfast and United Way education event • Every department represented on campaign committee • “Fun”draising events throughout campaign • A fun thank you event at end of campaign

Leadership Giving Groups

6. Community Benefactor Program What it is. The Community Benefactor Program recognizes the “jewels” in our community who support United Way of Central Ohio all year long with donations and in-kind services that go beyond the traditional campaign donation. Whether you loan an executive to work with United Way, or you donate printing, your contributions enable United Way to impact the community even more by lowering our operating costs.

How it works. Benefactors receive recognition throughout the year in numerous United Way publications and materials that reach a broad cross-section of the community. The benefactor program visibly demonstrates to your employees and the entire community your commitment to creating long-lasting change and opportunities for a better life for all. Ruby Benefactors ($1,000-$9,999) Recognition includes corporate listing on: • Web site • Annual report • Employee campaign coordinator manual • Electronic Celebration of Excellence presentation Emerald Benefactors ($10,000-$19,999) Recognition includes: • All benefits of Ruby Benefactors • Campaign video

Diamond Benefactors ($20,000-$49,999) Recognition includes: • All benefits of Emerald Benefactors • Day of Action t-shirt (5,000+) Platinum Benefactors ($50,000+) Recognition includes: • All benefits of Diamond Benefactors • Printed recognition at Celebration of Excellence

Community Benefactors make a tremendous difference in our ability to fund more programs, attract more donors, sponsor more events and support more services.

How to get involved. For more information, or to become a Community Benefactor, visit liveunitedcentralohio.org, or contact your United Way Relationship Manager.

Community Benefactor Program

United Way of Central Ohio’s 2007 Community Benefactors PLATINUM

RUBY

American Electric Power Clear Channel Radio & Outdoor The Columbus Dispatch Leslie H. Wexner

Acloche Battelle Cardinal Health, Inc. Carlile Patchen & Murphy LLP Crane Group Express HLS MedFreight Kegler, Brown, Hill & Ritter KeyBank Lane Bryant Lifestyle Communities Max & Erma’s Merrill Lynch Mills James Productions Monarch Magazine The Ohio State University Medical Center Plating Technology, Inc. Resource Interactive Steve Schwanekamp Alex Shumate Strategic Staffing Solutions Demetries Walker Wasserstrom Company

DIAMOND IBM Limitedbrands Nationwide Time Warner Cable ABC 6/FOX 28 NBC4 CD 101 Columbus Radio Group Radio One WBNS TV and Radio Wilks Broadcasting

EMERALD Alliance Data Bob Evans Farms The CW on WWHO-TV DSW FedEx Grange Insurance The Huntington National Bank JP MorganChase Kroger National City Bank OhioHealth Outlook ThisWeek Newspapers UPS

Community Benefactor Program

7. Celebration of Excellence Awards When your campaign wraps up, be sure to enter United Way of Central Ohio’s Celebration of Excellence Awards. Celebration of Excellence recognizes top-performers among organizations running United Way campaigns. The awards are given based on exemplary campaign strategies, performance, tactics and initiatives. Organizations may choose to submit applications for any or all awards. If you have achieved great results, submit your application and be recognized!

Community Impact Award of Excellence The highest honor given by United Way of Central Ohio, it is awarded to a company that exemplifies overall achievement in corporate and volunteer philanthropic efforts. Consideration is given to all elements of a United Way relationship, and how the organization incorporates United Way of Central Ohio in their daily corporate culture.

Best First Time Campaign This award follows the same criteria for the Community Impact Award of Excellence, but is given only to organizations that have completed a United Way campaign for the first time.

Strategic Performance Awarded to an organization that embraces campaign “best practices.” Typically, the campaign is led by a cross functional team that includes the CEO, Campaign Committee and Employee Campaign Coordinator. The campaign exhibits fun activities that engage all members of an organization, including a kick-off, thank you and incentives.

Employee Education Awarded to an organization that educates employees on the work of United Way and provides information on how employees can donate. Typically, the recipient holds group meetings, direct report meetings to educate the direct reports of the organization’s CEO, and posts information on its website or in emails and newsletters. Other examples of employee education include kick-off events, campaign publicity and yearround education.

Leadership Giving Awarded to an organization that promotes United Way affinity groups and Leaders Circle. Typically, the recipient has a Leadership Giving Ambassador or someone designated to promote UWCO affinity groups, and the organization has a high percentage of Leadership Giving donors.

Employee Volunteerism Awarded to an organization that provides year-round opportunities for employees to volunteer in the community. Typically, the recipient has employees who sit on United Way boards and committees, and the organization participates in Community Care Day or has their own volunteer day(s). Please speak with your Relationship Manager about your application, or visit liveunitedcentralohio.org after September 1, 2008 to download entry forms. 30

Celebration of Excellence Awards

2007 Celebration of Excellence Winners: Community Impact Award of Excellence Bruner Corporation

Best First Time Campaign HLS MedFreight

Strategic Performance Mettler-Toledo, Inc.

Employee Education KPMG LLP

Leadership Giving Deloitte & Touche USA LLP

Employee Volunteerism YMCA of Central Ohio

Celebration of Excellence Awards

8. Additional Resources Your United Way of Central Ohio Relationship Manager is by far your most valuable resource for information and materials during your campaign. To contact her or him at United Way, please call 614.227.2700. However, United Wayâ&#x20AC;&#x2122;s Web site, liveunitedcentralohio.org, is the next best resource when he or she is not available.

Campaign Resources unitedwaytoolbox.org This web site provides you with the resources and information needed to run a model campaign. The Campaign Toolbox is a one-stop-shop for ordering materials, sharing ideas, and electronic versions of various tools and materials, including a .pdf of this manual. You will also find information about agency ambassadors and tours, Leaders Circle and the Community Caring Card, Leadership Giving, Celebration of Excellence and much, much more.

About Us

liveunitedcentralohio.org/aboutus Information about United Way of Central Ohio including our mission and vision statements, Board of Trustees roster, policies and employment opportunities.

Getting Results liveunitedcentralohio.org/gettingresults A section on the work of United Way of Central Ohio: improving lives and building stronger communities. Here you will find success stories, results and statistics, initiative information as well as information on how United Way is working with our member and partner agencies to reach our mutual goals.

Finding & Giving Help liveunitedcentralohio.org/help Here you will find a list of our member and partner agencies, information and referral, volunteer opportunities and training and technical assistance.

News liveunitedcentralohio.org/news A complete listing of recent press releases regarding United Way activities.

Events liveunitedcentralohio.org/events Information on recent and upcoming United Way events, including Community Care Day. Frequently, photos and videos of events are posted on liveunitedcentralohio.org as well.

Additional Resources

Campaign Planning Checklist Use this page when meeting with your Relationship Manager to plan your campaign. Loaned Executive (through November)

Relationship Manager (ongoing)

United Way Contacts @uwcentralohio.org unitedwaytoolbox.org

Goals

Campaign

Education

liveunitedcentralohio.org

Employees: $

Corporate: $

Events: $

Total: $

Participation Rate:

Kickoff Date:

End Date:

Primary

Materials

Supplies

Direct Reports Meeting

Group Meetings

Agency Speakers & Tours

Appreciation

Corporate Gift

New Hires Program

Reporting m blank page Envelope

@uwcentralohio.org

Secondary

Desired Date:

Approx. Reconciliation Dates: 1.

2. Additional Resources

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Notes

blank page Notes

How To Live United United Way of Central Ohio is working to advance the common good by focusing on the building blocks for a good life: a quality education that leads to a productive career, enough income to support a family through retirement, good health, and a safe place to live. Join us. United, we can inspire hope and create opportunities for a better tomorrow.

GIVE Giving to United Way of Central Ohio’s Community Impact Fund is the easiest and most powerful way to improve lives and build a stronger community. Giving to United Way of Central Ohio’s Community Impact Fund is the easiest and most powerful way to improve lives and build a stronger community. The Community Impact Fund supports programs in Education, Income, Health and Home. Each individual gift adds up.

ADVOCATE You can make change happen with your voice. Get informed. Tell your friends. Write a letter to the editor. Our community needs people who are passionate about helping others to speak out.

VOLUNTEER Volunteer your time and talents to make a difference in people’s lives in central Ohio. Give an hour. Give a Saturday. Share a talent. Lend a hand. You’ll make a difference.

Give. Advocate. Volunteer.

Live United

LIVEUNITEDCENTRALOHIO.ORG 360 South Third Street, Columbus, Ohio 43215-5485 Tel 614.227.2700 Fax 614.224.5835 TTY 614.227.2710