United Way Campaign Coordinator Guide - 2013

Uni t ed Way Ca m pa ign

Coordinator Guide

MY CAMPAIGN DETAILS

We’re here to help you run a great campaign!

My Name My Company My United Way Staff Contact

Phone/Email My Campaign Dates My Campaign Team Members

Our Goal(s)

Name

Find resources and campaign information at: unitedwayinc.org/ campaigntoolkit You can order materials, download templates and logos, watch the video, arrange for a speaker, and more.

Uni t ed Way Ca m pa ign

CoorDINATor GuIDE

As a United Way Campaign coordinator, you are essential to the success for children and families in our community.

Thank you for your dedication to our community. Your leadership helps deliver positive, lasting results for everyone through United Way Community Investment.

We can achieve so much more together than any one of us can alone. And, by working together, we improve lives and change local community conditions.

hoW To LIVE uNITED: JOin HandS aROUnd OUR COmmUnity.

ReaCH OUt yOUR Hand tO One

and inFLUenCe ThE CoNDITIoN oF ALL.

GIVE, ADVoCATE, VoLuNTEEr.

When children have quality education and families have the tools to be financially secure, they are able to concentrate on the important things in life–meeting their basic needs to succeed and leading healthy lifestyles. That’s good for all of us.

YOUR CAMPAIGN CHECKLIST

DURING YOUR CAMPAIGN

q Meet with a United Way staff member or Loaned Executive to create a plan of action. If you don’t know your United Way representative, we would be happy to introduce you. Please call us at (860) 493-6849.

q Hold employee group meetings.

(See “The 20-Minute Group Meeting.”)

q Meet with your CEO or management team to establish goals and dates and to determine how they will be involved in the campaign.

q Run a special solicitation for current or prospective leadership donors (those who do or might consider giving $1,000 or more per year). q Share campaign information and progress in newsletters, intranet and e-mail.

q Recruit a strong campaign team, representing a wide range of employees, to help and support you.

q Use posters, table tents and other items to advertise the campaign.

q Ask a member of senior management to chair your leadership giving efforts.

q Follow up with anyone who has not pledged. Ask everyone to return a paper pledge form or online pledge whether they are contributing or not.

q Review last year’s campaign results, strategies, and recommendations, if any.

q Begin preparing your nominations for the Best Of Awards.

q Develop strategies, a timeline, and goals for this year’s campaign. q Reserve room(s) for group meetings and/or special events. q Visit the Campaign Toolkit at unitedwayinc.org/ campaigntoolkit to order your materials, download templates, arrange a speaker and more. Be sure to order your campaign materials and arrange for speakers at least two weeks prior to your kickoff date. q Take a peek at the entry requirements for the Best Of Awards at unitedwayinc.org/bestof. q Consider offering incentives for various levels of giving. See the Campaign Toolkit for ideas. q Develop a communications plan leading up to the campaign to inspire, build enthusiasm, motivate and inform your co-workers of key dates/goals. q Post information on your organization’s intranet with a link to unitedwayinc.org. q Send out endorsement letters or e-mails from your CEO.

THE 20-MINUTE GROUP MEETING The single best way to reach your colleagues is to hold an employee meeting. All you need is 20 minutes.

ITEM

PRESENTER

MINs.

Opening remarks

Campaign coordinator

3

CEO endorsement

CEO/manager

2

Campaign overview

United Way staff/ Loaned Executive

3

Campaign video

3

Speaker

Program representative

5

Make the ask

United Way representative 2

Closing comments

Campaign coordinator

2

q Pass out information about United Way membership opportunities, including the Women’s Leadership Council and Emerging Leaders Society.

AFTER YOUR CAMPAIGN q Complete the contribution report envelope and return it to United Way. q Send out thank-you notes and/or hold a thank-you event to announce and celebrate results. Don’t forget to thank anyone who helped you coordinate the campaign. q Submit your nominations for the Best Of Awards.

ALL YEAR q Schedule a volunteer day or Year of Caring event for your co-workers. q Keep your employees involved with United Way. Call us to arrange a lunch and learn, a speaker, or a bus tour. You can also stay informed about the issues online at unitedwayinc.org and how your gift is advancing the common good. q Contact us any time with questions about how we can work together to advance the common good. q Feel great about your accomplishments!

You’re leading a movement! q R emember to use your United Way Campaign materials to motivate your colleagues to give to Community Investment–brochures, posters, table tents, messaging and more!

TWO SIMPLE WORDS, ONE BIG PICTURE–LIVE UNITED. When someone contributes to United Way Community Investment everyone keeps the change.

United Way of Central and Northeastern Connecticut and its partners focus on improving the core issues that change lives and community conditions–EDUCATION, INCOME, HEALTH and BASIC NEEDS–the pathways to individual and community success.

A PASSIONATE VISION. United Way is a dynamic year-round movement with the scope, expertise and influence to bring together hundreds of human services agencies, government, businesses, private foundations and dedicated volunteers around a common vision to deliver long-lasting results for everyone in our 40-town region.

Why Community Investment?

Contributing to United Way Community Investment provides the building blocks for a good quality of life.

A bold strategy.

The choice for positive change, United Way Community Investment, ensures that children enter school ready to learn, stay engaged in learning and graduate on time able to compete, and are supported by families that have the financial security for both their basic needs and future success. When we join hands around our community, we make an impactful difference and contribute to a brighter future for all by focusing on programs in the following areas:

LIVE UNITED. GIVE. ADVOCATE. VOLUNTEER. We want to hear from you!

Encourage your team to help us define the meaning of community.

Share your thoughts at unitedwayinc.org/community Facebook.com/unitedwayinc @unitedwayinc Linkd.in/unitedwayinc Youtube.com/uwcnct

NEED MORE INFORMATION OR ADDITIONAL CAMPAIGN MATERIALS? Call us at 860-493-6849 or visit unitedwayinc.org

EDUCATION: Helping children enter school ready to learn and succeed academically.

INCOME: Assisting families to become financially secure.

HEALTH: Providing access to healthcare services.

BASIC NEEDS: Ensuring everyone has food, shelter and essential services.

United Way of Central and Northeastern Connecticut advances the common good across 40 towns in central and northeastern Connecticut. For a list of individual partner agencies and designation code numbers, visit unitedwayinc.org/partners.