United Way of the CSRA ECM Training Guide by Vicki Fricks

United Way of the CSRA 2010 Employee Campaign Coordinators Guide

2010 Employee Campaign Coordinator Guide Table of Contents Page

Welcome from our Campaign Chair

Open Funding Process

Program Funded Allocations

5-9

Steps to Running a Successful Campaign

10-14

Sample Campaign Meeting Agenda

Sample Messages and Letters

16-18

Best Practices

19-20

â&#x20AC;&#x2022;FUNâ&#x20AC;&#x2013; Raisers in the Workplace

Setting and Achieving Goals

Employee Campaign Coordinator Timetable

23-24

Leadership Giving Societies

Donor Designation Policy

What your Dollar will Do

The Caring Club

28-33

Questions & Answers

United Way Campaign Team

Notes

36-39

July 28, 2010

Dear Friends: Thank you for your commitment to our community through the 2010 United Way of the CSRA campaign. I sincerely appreciate your leadership on behalf of United Way and trust you will enjoy planning and executing your organization’s campaign. We could not do our work without your support. More individuals and businesses choose to make their charitable impact through United Way than any other local non-profit organizations. We THANK YOU for entrusting your hard-earned dollars with us. This guide is designed to provide you with proven ideas and strategies for conducting a successful, fun campaign in your workplace. Please take them to heart. Additional copies for your campaign teams are available. At United Way, we are about making the CSRA a place where all individuals and families thrive. But YOU are our most valuable resource. It’s YOUR enthusiasm and energy that will make the 2010 campaign a success. You believe in us, and we believe in you. Please don’t hesitate to call on United Way staff or volunteers who can provide additional guidance or help along the way of your campaign process. Together, we can accomplish great things this fall as we share with everyone the way to ―LIVE UNITED!‖ Stan Shepherd AT&T Regional Director 2010 Campaign Chair

United Way of the CSRA to Open Funding Process to New Partners New Funding Process Allows Agencies to Better Impact Communities' Services For the first time in fifteen years, United Way of the CSRA will invite new agencies and organizations to participate in the community investment process. The newly established funding process for 2011-2013 agency applications will allow unaffiliated organizations the opportunity to become United Way partners. This is part of United Ways' overall effort to direct community resources to areas of the greatest need while measuring accountability through outcomes. The multi-year funding process will focus on programs, services, strategies, and collaborations that will address goals in four specific areas:

HELPING YOUTH SUCCEED: Youth will have the academic, job and social skills necessary to succeed.

PROMOTING HEALTH AND WELLNESS: Every person in our community will have the opportunity to achieve optimal health and wellness.

PROVIDING BASIC NEEDS: Residents will have their basic needs met for food, shelter and safety.

STRENGTHENING FAMILIES AND INDIVIDUALS: Families and individuals will become more self-sufficient and able to contribute to society. United Way volunteers will prioritize funding based on programs that meet one or more of the above objectives. United Way will continue to significantly invest in a wide array of agency programs and services, with focus on programs achieving measurable outcomes. In order to be eligible to receive funding, an organization must meet all United Way eligibility requirements, including an established 501c3 status, demonstrate the capacity to provide services and programs in one or more of the four impact areas mentioned above, and serve residents of the CSRA.

United Way of the CSRA Community Impact Program Funding Allocations Using contributions to the Community Investment Fund, United Way of the CSRA distributes funding to nearly 40 health and human service programs at 17 partner agencies. Program allocation requests are made bi-annually and include budget information as well as proposed impact of funds. Quarterly success stories, outcomes logic models, and annual total service reports are required under United Wayâ&#x20AC;&#x2122;s partnership agreement. Partner agencies also submit annual IRS Form 990s and audits as per UW policies. These funded programs are reviewed annually by groups of community volunteers to ensure appropriate usage of funds. Volunteers complete site visits and in-depth reviews of program accomplishments. Funding is targeted towards programs demonstrating an impact on the community. United Wayâ&#x20AC;&#x2122;s funding policies are designed to ensure the greatest accountability for donorsâ&#x20AC;&#x2122; funds and the greatest impact on individuals in our local community. Funded Programs achieve outcomes within the following impact areas: Helping Youth Succeed Promoting Health and Wellness Providing Basic Needs Strengthening Families and Individuals United Way will open the funding process to new programs for the first time in 15 years.

Bringing neighbors and resources together, improving lives.

AmeriCorps*VISTA (Volunteers in Service to America) United Way’s AmeriCorps VISTA program, Project UNITE, is part of the national service program designed specifically for the purpose of fighting poverty. United Way serves as a regional intermediary agency and is assigned 19 AmeriCorps VISTA members, 9 AmeriCorps Recovery VISTA members, and 7 AmeriCorps VISTA Summer Associates who serve full-time for one year with area non-profits in need of capacity building. AmeriCorps VISTAs help build non-profit human capacity, financial capacity, and social capacity in non-profits where they are assigned. Expenses provide support funds necessary for regional program supervision and oversight. In 2009, this program served 23 non-profit agencies, engaged 2,668 volunteers in more than 23,674 hours of community service, raised over $610,725 dollars of cash (grants, donations and fundraising) and non-cash resources (in-kind goods and services) to support community non-profits, and identified numerous partnerships. The organization’s vision is to keep abreast of community needs and identify resources and funding streams that assist in strengthening and building non-profit capacity to deliver quality programs and services to persons and families experiencing poverty in our service area.

2-1-1 Information and Referral Program The concept of 2-1-1 – an easy to remember 3-digit dialing code that connects people with professionally-delivered information and referrals to health, community and human services – was born in Atlanta in 1997 through the leadership of the United Way of Metropolitan Atlanta. Locally, 2-1-1 has significant impact on the quality of life throughout the community. In 2009, United Way of the CSRA’s 2-1-1 information and referral specialists assisted 21,808 callers. In addition to assisting those callers, 2-1-1 provided support to specific agencies that offered direct service in the areas of free tax preparation, homeless prevention programs (rent and utilities) and free local bus transportation for the homeless. The most recent contribution by the 2-1-1 program is Community Voicemail (CVM). CVM helps lowincome and homeless citizens in Richmond and Columbia counties without phones by providing them with a free phone number and voice mail service. This allows them to re-connect to the community for employment, housing, education and their support system. Providing a database of wide-ranging volunteer opportunities assists non-profit agencies in every sector of the community in maintaining a supply of dedicated, enthusiastic workers and donors to fulfill the mission of their organization. It is there when people need it, a vital, proven part of the human service infrastructure.

Born Learning United Way’s Born Learning is a public engagement campaign that helps parents, grandparents and caregivers explore ways to turn everyday moments into fun learning opportunities for children from birth through age 5. It is built on three cornerstones: awareness, education and action, and includes nationwide advertising, a wide array of research-based parent education materials along with community impact tools to help galvanize communities around early learning. Born Learning focuses on ―everyday moments‖- things that parents and caregivers can do every day to encourage early learning. The upbeat radio and TV ads are designed to capture the attention of busy parents and direct them to the Born Learning website or United Way’s 2-1-1 line where they will receive user-friendly tools, tips and answers and referrals to many of the excellent parenting programs already available in our community. Additionally, parent education materials are available in pediatrician’s offices, hospitals, child care centers, and other agencies that serve small children.

Christmas Clearinghouse As co-administrator of the CSRA Christmas Clearinghouse, United Way collaborates with over 40 local non-profits, churches, schools, government entities and civic groups to provide holiday assistance. The mission of the Christmas Clearinghouse is to fairly distribute holiday assistance so that no family is helped by more than one agency until all needy families have been helped. Through the use of an online system, local non-profits, faith-based, government and civic organizations check the names of their applicants to ensure they are not being served by other organizations. By reducing duplications, more individuals in need can be assisted with toys and food. The clearinghouse simultaneously reduces duplication and increases the resources available to serve individuals and families that are in the greatest need in our community. The project includes coordinating efforts to reach eight outlying counties. In 2009, over 16,000 individuals in the CSRA received assistance through clearinghouse partners.

Outcomes Measurement United Way is transitioning to becoming an outcome-focused organization. An outcome is a sustained, measurable change in individual lives. The focus of everyone's work is to bring about a meaningful and measurable change in the lives of the individuals served. By measuring outcomes, United Way can track and report our impact in the community more effectively. United Way believes in targeting funding towards programs achieving measurable results and providing the best return on investment for our contributors.

Bringing neighbors and resources together, improving lives.

Homeless Prevention and Transportation Assistance United Way serves as a community intermediary sponsor for providing vital health & human services to the multitude of individuals and families in the CSRA who are in danger of becoming homeless due to economic, personal, and social issues. In coordination with several key community and state partners and funders, United Way administers homeless prevention programs, HMIS (Pathways) services and United Way 2-1-1 information & referral services. To date, over 80% of families assisted have been able to remain in their homes because of the efforts of United Way of the CSRA and its collaborative partners. United Way also serves as an intermediary for transportation assistance in Richmond County. The organizationâ&#x20AC;&#x2122;s Transportation Program provides homeless adults and children with transportation assistance for job search, to obtain housing, medical assistance, and basic essential services. Through the provision of local bus tickets, homeless individuals and families are provided with the assistance needed to obtain mainstream services and employment.

Homeless Prevention/Rapid Re-Housing (HPRP) Through the American Recovery and Reinvestment Act of 2009, United Way provides preassessment, outreach, and financial assistance to either prevent individuals and families from becoming homeless or help those who are experiencing homelessness to be quickly re-housed and stabilized. In Richmond County, United Way serves as a community intermediary sponsor for HPRP outreach and financial assistance, providing services to eight households in 2009. United Way 2-1-1, in partnership with the CSRA Economic Opportunity Authority, serves as the initial-point-of-contact for 12 rural counties in our service area, providing HPRP pre-assessment services for residents seeking homeless prevention and rapid re-housing services. A total of 53 rural households received rural HPRP program services in 2009. These 12 counties include Columbia, Burke, Glascock, Lincoln, Taliaferro, Wilkes, Emanuel, Jefferson, Jenkins, McDuffie, Warren and Screven counties.

Other Grants and Initiatives Through other special grants, initiatives and collaborations, United Way positions itself as a community leader in addressing needs. These projects include additional federal, state, and local grants, special assistance, community engagement and a host of other projects. United Way seeks out collaborations with the corporate, non-profit, faith-based, government, civic and educational communities and continually engages new partners and strategies.

Project Serve Day-of-Caring Every spring, through United Wayâ&#x20AC;&#x2122;s efforts, volunteers from local companies go out to local non-profit organizations to complete projects ranging from painting and landscaping to playground installation. Without the help of these generous volunteers, most of these agencies could not afford to have this much-needed work done. Volunteers walk away with an increased awareness of community needs and an enhanced commitment to United Wayâ&#x20AC;&#x2122;s work in the community. In 2010, over 250 volunteers completed projects at 16 local non-profit agencies, saving these agencies countless dollars and allowing them to have an enhanced focus on program delivery.

Bringing neighbors and resources together, improving lives.

Steps to Running a Successful Campaign 1. Recruit a campaign team To make your campaign as easy as possible, recruit co-workers to help you. Be sure to include people who are enthusiastic and have a good relationship with their colleagues. Include representatives from your management team to assist in soliciting management; communications department to help promote the campaign through company communications, newsletters, and events; payroll department to assist in processing the pledges and providing up-to-the minute results and reports on your progress. Try to make sure the campaign team represents the diversity of the work force, (i.e., gender, ethnicity, job responsibilities, etc.). Don’t overlook retirees—they would enjoy being included.

2. Set a goal Reviewing last year’s results is always helpful to determine your campaign’s greatest area of potential. If the average gift amount was low, encourage more employees to give through payroll deduction. If participation has been low, an emphasis on recruiting new donors might be wise. Understanding your campaign’s untapped potential will help you set a goal that is challenging, yet achievable. Remember to structure incentives and contests—such as donated gift certificates or merchandise for a raffle—to encourage the desired results for giving. Increasing the number of leadership givers will also cause your totals to soar. Consider setting a separate goal and providing incentives for contributions to the Community Impact Fund.

3. Involve your CEO Discuss your campaign plans with your CEO, obtaining necessary approval for ideas such as day-off incentives for giving. Schedule a company-wide kickoff and a leadership-giving meeting. Encourage your CEO to attend and address employees. His or her attendance will provide a strong endorsement. Ask your CEO to send a letter, voicemail, or an email message to all employees. When he or she invites them to join in a response to the needs of the community, the message is a powerful one (see sample letter on pages 16-18).

4. Train campaigners Recruiting colleagues who are willing to ask co-workers for their pledges is a critical part of every successful campaign. Be sure to meet with and train campaigners, providing the information and inspiration that will motivate them. Enlist one campaigner for every 30-40 employees. At the meeting: Show the United Way Campaign video. Familiarize campaigners by taking a virtual tour through United Way of the CSRAâ&#x20AC;&#x2122;s web site. (www.uwcsra.org) Lead a short question-and-answer session with your United Way representative. Feature a speaker from United Wayâ&#x20AC;&#x2122;s network of program speakers showing the impact your contribution makes on our community. Tour a local funded program by the campaign.

Bringing neighbors and resources together, improving lives.

5. Organize a leadership meeting A strong campaign begins with strong leadership giving. Ideally the leadership campaign should run in advance of your general united Way campaign. Announcing the results during the campaign kickoff generates excitement, builds momentum, and inspires others to give. Start the campaign with a meeting of management-level employees during which the CEO asks employees to support United Way with Leadership Gifts of $500 or more. Be sure that your leadership chair is a leadership giver, and that he or she plans a separate event for potential leadership level donors.

6. Start the countdown with promotions To build excitement and create awareness, use our resources. Some great ideas for two or three weeks before kickoff are: Distribute the communication from your CEO to announce the campaign company-wide. Compile stories about co-workers who benefited from—or volunteer for—United Way funded programs. If employees are willing, share their stories and feature them on some of your flyers, on voice and e-mail messages, and/or on your company intranet. Listen. Then encourage questions. If you don’t know the answer, say so, and call your United Way representative for help. Respond promptly. Encourage your campaign team to talk about the campaign with co-workers to create awareness and build excitement for your upcoming kickoff.

7. Ask for the pledge Do you know the number THEY WERE NOT ASKED!

one

reason

people

don’t

give?

Present your colleagues with pledge forms, along with a brief reminder of United Way’s values to the community and the thousands of people receiving help each day. Emphasize again that payroll deductions are the easiest way to give. Ask employees to make a pledge. Ask your co-workers to sign the pledge form and return it to you or take a moment to complete the E-pledge, if applicable. Remind employees that pledge forms and pledge amounts are confidential. Don’t forget to ask those employees who will be away from the workplace on the day of your event, so they can be included in campaign totals and drawings, if applicable.

8. Important last steps Thank your supporters. One of the most important things you can do as a campaign coordinator is thank all of the people who helped make the campaign a success. A letter from your CEO to all employees and a personal note from you to your campaign team will let people know their efforts are appreciated. Additional thank you ideas are located in this guide. Report your results to your employees and to United Way. Knowing the results helps employees feel good about the amount they’ve raised together. Prompt, complete reporting to United Way also ensures that your company will get the recognition it deserves, as we include your company in community campaign totals. Talk to your United Way representative about ways to complete your campaign results so they can be reported promptly and funds can be disbursed to network of local programs.

Bringing neighbors and resources together, improving lives.

9. Then throughout the year…. Familiarize new hires with your company’s caring culture and explain your company’s participation in the United Way Campaign. Ask for a pledge at the time of hire. (New Hire packets are available through your Campaign Representative.) Use your company’s e-mail, employee newsletters, Intranet, or bulletin boards to share stories about people who benefited from United Way’s network of funded programs. Check United Way of the CSRA’s web site for updates in our campaign and community. Request to receive UWCSRA’s e-newsletter and become a friend of our FACEBOOK.

Sample Campaign Meeting Agendas Sample Employee Campaign Agenda 30 Minute Meeting Topic

Speaker

Welcome and Introductions

Employee Campaign Coordinator or Committee Member (s)

2 minutes

United Way Endorsement (importance of United Way in the Community)

Employee Campaign Coordinator, CEO or designee

3 minutes

United Way Presentation (video, speaker, etc.)

Funded program representative, United Way representative, Loaned Professional or Volunteer

10 minutes

Campaign Logistics (procedures, incentives, timeframe)

Employee Campaign Coordinator or designee

5 minutes

Questions and Answers

Employee Campaign Coordinator or United Way Representative

5 minutes

Total time

Time

30 minutes

Sample Employee Campaign Agenda 15 Minute Meeting Topic

Speaker

Welcome and Introductions

Employee Campaign Coordinator or Committee Member (s)

2 minutes

United Way Endorsement (importance of United Way in the Community)

Employee Campaign Coordinator, CEO or designee

2 minutes

United Way Presentation (video, speaker, etc.)

Funded program representative, United Way representative, Loaned Professional or Volunteer

7 minutes

Campaign Logistics (procedures, incentives, timeframe)

Employee Campaign Coordinator or designee

2 minutes

Questions and Answers

Employee Campaign Coordinator or United Way Representative

2 minutes

Total time

Time

15 minutes

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Sample Messages and Letters Sample E-mail and Voice-mail messages: United Way is in the business of Community Impactâ&#x20AC;&#x201D;improving lives by mobilizing the caring power of our community. From quality early care and education for our children to job training for lowincome families to promoting health education for the under and uninsured, United Way collaborates with many community partners to identify and address critical needs. Please support United Way; by doing so you help bring services to our neighbors who might otherwise end up alone or forgotten. United Way funds a continuum of services that address the needs of the entire family. And by giving to United Way, you can continue to make a difference on issues you care about while knowing that youâ&#x20AC;&#x2122;re helping all of your neighbors. United Way pools your gift with those of other donors, leveraging these funds to achieve greater impact within our community. By giving to United Way, you ensure that thousands of people from neighborhoods throughout the CSRA receive the support and assistance they need to lead safe, healthy, and rewarding lives. United Way researches the issues and provides the necessary vision and leadership to address the most pressing needs in our community. United Way invests your contribution in a thoughtful, effective plan for making sure our community, families, and individuals are safe, healthy, and able to reach their full potential. United Way focuses on measurable strategies for getting to the root causes of problems, preventing them before they start, and giving people more options for the future. By giving to United Way, you make your community a better place to live, raise a family, grow older, and participate in community life.

Sample Letters: CEO letter to Employees I invite you to join me in making the greatest difference possible in our community. By supporting the United Way campaign we at (insert company) can help to make our community a better place to live and work. Your gift to United Way is invested right here in our community. Because United Way is focused on the needs of our community, vital human services are providing quality early care and education for our children, job training for low-income families, and health education for those in need. Please join me in pledging support to United Way. By helping our children, leading our adults to self -sufficiency, and strengthening neighborhoods and communities, we create a stronger future for our community. Thank you.

CEO letter to Leadership Donors I invite you to support our companyâ&#x20AC;&#x2122;s United Way campaign by making a leadership pledge of $1,000 or more. By making this generous contribution, you raise the bar and send a clear message to our employees about the importance of pledging to the campaign. Our company and its employees have a long history of partnering with United Way to improve the quality of life within our community. United Way is focused on community impact and outcomes, improving lives by mobilizing the caring power our community. United Way researches the issues and provides the necessary vision and leadership to address the most pressing needs in our community. United Way invests your contribution in a thoughtful, effective plan for making sure that our community, families, and individuals are safe, healthy, and able to reach their full potential. Please join me in setting high standards for our campaign. Thank you for creating a stronger future in the CSRA.

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CEO Thank You Letter (Generic) I thank you for your generous pledge to our United Way campaign. Your gift exemplifies our company’s commitment to United Way and to our community. With your pledge, vital health and human services will continue to reach our neighbors in need and improve the quality of life in our community. Thank you for being part of that worthwhile effort—caring people like you make our company such a special place to work. Your contribution helped us raise (insert number) for this year’s campaign (IF APPLICABLE: an increase of XX% over last year). Again, my sincere thanks for your participation in our campaign—your donation will work to strengthen our community, making the greatest difference possible. With appreciation,

Best Practices How to increase participation: Especially if giving rates are below 30% A 10—15 minute presentation by United Way at already scheduled group meetings is the number one way to raise awareness, educate, inform, and inspire your associates. These can be coordinated through your United Way representative by calling 706/724-5544. We can do multiple presentations during any shift at any area workplace. Have a special event or ―fun‖-raiser to supplement your payroll deduction pledges, raise awareness, and build camaraderie. Plenty of fun ideas appear on page 21. Provide incentives and prizes. Sometimes we all need a little dangling carrot to allow us to take action. FOOD ALWAYS DRAWS A CROWD. Provide refreshments at your United Way meetings. Coffee, doughnuts, or fruit for morning events; pizza at lunch; cookies or brownies, at afternoon meetings.

Communicate the support and endorsement of CEO/upper management. Establish friendly inter-department competitions, such as an office pizza party for the department that raises the most or has the highest participation. Have a pot-luck luncheon, office pool, or casual dress days to benefit United Way. Find an associate who has been personally affected by a United Way program (either in receiving assistance or in volunteering) who is willing to share his/her experience. Personal testimonials, especially from peers, go a LONG way. Incorporate United Way pledge forms into your new employee orientation packet and allow new hires to complete a pledge form when they sign on. In addition to presentations, conduct an e-mail blitz throughout your campaign highlighting the impact their United Way gift makes. Post United Way announcements and stories on bulletin boards, in employee publications, and staff lounge.

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How to increase participation: Especially if average gift is below $160. Stress giving via payroll deduction. It is the easiest way to give. Encourage donors to increase their gift by 10% or $1 a week over last year’s pledge. Promote giving at Leadership level when and where appropriate. Structure incentives so they are based on giving levels.

Vanna White and Pat Sajak– ―Wheel of Misfortune”

Easy Incentives & Prizes Sometimes the best incentives or prizes don’t cost much. Here are some low-cost/no-cost raffle items you can use if you’re working on a shoestring budget. Get them from your vendors, you own company, or local businesses. Casual dress days Extra paid vacation day ―Sleep-in‖ or ―Long lunch‖ passes T-shirts, sweatshirts, company gear Shares of company stock Special parking spot Restaurant gift certificates Sports/Show/Movie tickets Free oil changes Lottery Tickets Open/FREE vending machines Unused corporate frequent flier miles or hotel stays

“FUN” Raisers in the Workplace AUCTION. Encourage employees to donate unique items of value to United Way’s Auction. BAKE-OFF CONTEST OR SALE. Who makes the best apple pie in your office? Who’s got the best chocolate chip cookie recipe? Find out by having a bake-off and charge a ―donation‖ for others to sample the entries and judge the winners. BABY PICTURE CONTEST. See who can match the most staff members with their baby pictures. BENEFIT DANCE. Organize an outing with co-workers and spouses to enjoy music, dancing, and fun. Ask for a cover charge. BOWL-A-THON. Recruit some teams and have a group bowling night, raising money via entry fees or per pin donations. CASUAL DRESS DAYS. Allow employees to dress down as incentives to make a pledge. If your business already has a casual or jeans day each week, try something different, such as Silly Hat Day, Outrageous Socks Day, or Favorite Sports Team Day.

CHILI COOKOFF CONTEST. Employees cook their favorite recipe and enter it into the contest. Participants pay to sample all of the entries. COIN WAR. Have departments compete to see who can collect the most loose change for United Way. Collect it in large water jugs. Winning department gets a pizza party and bragging rights! COOKBOOK. Collect recipes and helpful household hints from employees and publish them with pictures from staff members’ children. Sell them to benefit United Way. ICE CREAM SOCIAL. Perfect gathering idea for a potential United Way campaign presentation. Wii COMPETITION. Allow employees to compete in various Wii game competitions and play-offs. Participants pay to participate and winner gets bragging rights or a small trophy.

AMERICAN IDOL CONTEST. Employees and their family members perform during this amateur hour!

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Setting and Achieving Goals BE PREPARED That’s the motto of the Boy Scouts. Develop a plan of action that ensures all associates are educated about what United Way does and are asked to give. The plan should include obtainable goals for your workplace to achieve and to measure the success of your efforts. 1.

Understand your campaign’s untapped potential. Find areas where improvement is possible in your workplace campaign.

Set a participation goal. To ensure that associates do not feel pressured, it is not recommended to set a 100% participation goal. Set a dollar amount goal by reviewing last year’s average gift and set a realistic monetary goal. Increasing participation will help you reach the monetary goal.

Set a goal of 100% ask.

Make sure that everyone receives a pledge form. The most effective

way is through distribution of pledge forms and brochures during United Way presentations at staff meetings. . 4.

Set a goal of 100% pledge form collection.

This ensures that everyone has at least

CONSIDERED a gift to United Way and made a decision. It DOES NOT mean they should be forced to give. Set a deadline for forms to be returned and ensure that all pledge forms, even if not filled out, are collected. 5.

Establish your campaign dates and develop a realistic plan to achieve your goals. It is recommended a workplace campaign runs and wraps up within two weeks. Choose which of the best practices and ―fun‖ raisers works for your company. Schedule United Way presentations in advance and plan the publicity efforts that will surround your campaign.

Employee Campaign Coordinator Timetable This schedule provides a handy chart to use in planning your company’s campaign. Getting Started

Date

Assigned To

• Meet with previous coordinator to review activities and results

___________ ___________

• Meet with United Way representative to discuss campaign strategies and review materials

___________ ___________

• Meet with CEO to discuss campaign goals and obtain endorsement

___________ ___________

• Develop campaign strategy with Leadership Chair

___________ ___________

• Recruit campaign team

___________ ___________

Planning the Campaign • Establish Campaign Timetable

___________ ___________

• Set goals to increase employee total, average gift, gifts to the Community Impact Fund, leadership givers, and participation

___________ ___________

• Develop incentive plan to support objectives

___________ ___________

• Order campaign supplies from your United Way representative

___________ ___________

• Request incentives from vendors, employees, management-level employees, etc.

___________ ___________

• Decide solicitation process (one-on-one, group, electronic)

___________ ___________

• Select dates and reserve rooms for:

___________ ___________

• Campaigner training • Leadership meeting • Employee meeting(s) • Recruit campaigner team

___________ ___________

• Plan kickoff event, activities, special events, and closing events

___________ ___________

• Plan publicity: newsletter, e-mail, payroll stuffer, and posters

___________ ___________

• Develop CEO support letter and review with CEO

___________ ___________

• Schedule agency tours/fairs/speakers

___________ ___________

• Establish record-keeping/reporting process

___________ ___________

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Employee Campaign Coordinator Timetable Stay involved and monitor the campaign process and results. Putting the Plan into Action Completion

Date

Assigned to

• Conduct Campaigners’ training session

___________ ___________

• Schedule video, agency speaker, and time with your United Way representative to answer questions

___________ ___________

• Display campaign activities and information in prominent locations

___________ ___________

• Send CEO endorsement letter

___________ ___________

• Conduct leadership and employee meetings (include CEO)

___________ ___________

• Conduct kickoff event (include CEO)

___________ ___________

• Conduct activities, special event fundraisers, etc.

___________ ___________

Wrapping up the Campaign • Collect ALL pledge forms and check for completeness (calculations, date, signature, etc.)

___________ ___________

• Sort forms or data by payment type: cash, checks, payroll deductions, credit cards, bill at home requests, or securities

___________ ___________

• Notify United Way of results. Submit pledge information to United Way Rep. Give copy to Payroll. Attach cash/checks to forms or issue company check

___________ ___________

• At closing ceremony or through memo or letter:

___________ ___________

• Thank, recognize, and reward employees • Thank, recognize, and reward committee • Publicize corporate/employee results • Conduct a campaign review session with Campaign Rep. and note outcome

___________ ___________

• Organize your materials for next year’s campaign team

___________ ___________

Congratulate yourself for improving the quality of life in our community and making your campaign FUN!

Leadership Giving Societies

At United Way of the CSRA, our focus is on making a positive impact

on wide-spread community issues. A healthier, safer community, for example, is instrumental in being able to attract new industries, thus increasing our economic base. An increased high school graduation rate means people who are better prepared to join the work force and an increase in the people who are self-sufficient. With an annual gift of $1,000 or more, members of The Quill Society and The Tocqueville Society recognize the many needs in our community and are committed to strengthening United Way’s ability to meet those needs.

LEADERSHIP GIVING SOCIETIES The Tocqueville Society

$10,000 +

The Quill Society Platinum Quill

$7,500—$9,999

Gold Quill

$5,000—$7,499

Silver Quill

$2,500—$4,999

Bronze Quill

$1,000—$2,499

The Horizon Club $500—$999

Consider having a separate meeting for your employees who are potential Leadership Givers.

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Donor Designation Policy United Way of the CSRA does not encourage designations, however, we will process designations to 501(c) (3) health and human service non-profit agencies as a service to our donors. Each designations must be $150 or greater in order to be processed. Each designation under $150 will be directed to the Community Investment Fund. Together, through United Way, we can make an impact that none of us can accomplish alone. With your support, we can make a difference in the community where we live. We are here to help each of you have a successful and rewarding campaign. Please call us if you need any assistance.

Your dollars donated to United Way will provide the following services for a person in need in our community: The impact of $1 a week… ...will train a professional rescuer to respond to an emergency that could save your life. ...provides a counseling session in which a young couple learns a new skill to stop their argument before violence begins. ...allows an additional person from the wounded warrior program to receive adapted aquatics rehabilitation. ...would mean a person living on the street could get a shower. ...means that 17 people will receive a pack of hearing aid batteries.

The impact of $5 a week… ...means a professional could reach out and offer support and help to save the life of someone who has been contemplating suicide or is in a serious crisis or lifestyle change (relocation, foreclosure, job loss, postpartum depression, etc.). ...provides 15 music books for violin students. ...provides training experience such as: stocking shelves, inventory procedures, sales to the public as well as maintaining a donor list. Mastery of these skills will lead to employment and independence. ...means that an individual with no transportation can receive a bus pass to go out and find employment. ...provides approximately 10 weeks of in-home Senior Companion service to a frail elderly person.

The impact of $10 a week… ...provides a half hour of one-on-one consultation with families that have a loved one about to deploy on how to utilize local services in the event of an emergency. ...will train one volunteer to be a Kitchen Supervisor that could support a large scale feeding operation in the event of a major disaster. ...provides a full day Field Trip for one classroom to participate in a day of outdoor learning and fun. ...provides three group counseling sessions where eight survivors of physical and sexual abuse begin to develop healthy relationships. They learn to take emotional risk in a safe environment. ...provides opportunities for senior citizens to participate in physical fitness activities (walking and linedancing) four times weekly which assists with improved mobility and range of motion.

The impact of $20 a week… ...will register 208 youth for one year of character education programs. ...provides the opportunity for 20 youth to become involved in the Smart Move Program which address peer pressure, gang activity, drugs and alcohol. ...will save five parents after-school care cost and provide support for those who are working two jobs. This will keep their children safe and ready to graduate on time. ...will provide one-on-one intervention from trained staff to 10 clients regarding advocacy issues that can prevent them from becoming homeless or returning to the hospital. ...provides out of state transportation to a domestic violence victim fleeing domestic violence for safety.

Bringing neighbors and resources together, improving lives.

The Caring Club Local businesses want to say thank you for supporting your community through United Way by offering special year-round discounts! By giving at least $150/year ($12.50/month) undesignated to United Way’s Community Investment Fund, you will qualify to receive a personalized card. 1 Hour Optical, PC $25 off eyeglass exams, $30 off frames, 10% off contacts and lens fittings, 35% off lenses and features. Exclusions: Discount excludes sunglasses and specialty fits. 217 Bobby Jones Expressway Martinez, GA 30907 Ph: 706-860-1171 & 2115 Windsor Spring Road #23 Augusta, GA 30906 Ph: 706-793-6211 www.1houroptical.com Accent Carpet & Hardwood $250 off a $1000 or more flooring project. Receive a FREE in-home consultation. 3626 Old Petersburg Road Martinez, GA 30907 Ph: 706-364-6612 www.accentcarpetandhardwood.com Accent Shutters & Blinds FREE installation on any window covering project. Receive a FREE in-home consultation. Minimum 10 windows. Exclusions: Offer does not include the installation of shutters. 3626 Old Petersburg Road Martinez, GA 30907 Ph: 706-364-6612 www.accentshutterandblinds.com

Amelia’s Buds & Blooms 15% off all purchases and orders. Exclusions: Discount is not valid for orders outside the CSRA and does not include the delivery fee. 3047 Washington Road Augusta, GA 30907 Ph: 706- 863-3604 www.ameliasflorist.com Anderson Photo, Inc. 20% off studio session fees. 512 West Avenue North Augusta, SC 29841 Ph: 803-279-6788 www.slimaging.com Anew Salon $10 off any chemical service (relaxer, color, perm, ect.). $5 off shampoo, haircut, shampoo style, blowout. A Multi-Cultural Salon…for a new you. 203 Shartom Drive Augusta, GA 30907 Ph: 706-860-7600

Adventure Crossing Buy one get one FREE on any attraction package.

Augusta Training Shop, Inc. 20% off on Refinishing Services. Exclusions: Refinishing services only. Does not apply to silver/brass polishing, caning or rushing. One piece per visit only. Not valid on group furniture (i.e. Dining room suite).

4350 Wheeler Road Martinez, GA 30907 Ph: 706-863-3087 www.adventure-crossing.com

1704 Jenkins Street Augusta, GA 30904 Ph: 706-738-1358 www.augustatrainingshop.com

Cafe 209 Free Tea with purchase.

evoke $65 for a one hour massage.

4 8th and Reynolds Augusta, GA 30901 Ph: 706-722-9692 www.cafe209aug.com

107 Macartan Street Augusta, GA 30901 Ph: 706-627-7979

California Dreaming Complimentary basket of honey-butter croissants. Exclusions: Limit one basket per table; offer valid only with a purchase of an entrée.

Eye Care One Laser Vision Center 30% off on glasses and related products. Receive $200 off per eye with LASIK procedure. Exclusions: Discount does not include contact lenses or the following brands: Revo, Oakley, Dolce & Gabana and Versace.

3241 Washington Road Augusta, GA 30907 Ph: 706-860-6206 Checkers Buy one Bacon Cheese Champ Burger and receive one FREE. Valid at: Deans Bridge Road, Walton Way, Peach Orchard Road, Washington Road-Thomson, Windsor Spring Road, Whiskey Road and Edgefield Road locations. Exclusions: Discount is valid one per visit. www.checkers.com Coleman Lake Restaurant FREE beverage with a purchase of an entrée. 823 Stevens Crossing Road Midville, GA 30441 Ph: 478-589-7726 Delmac Minute Mart FREE tea or lemonade with the purchase of a meal. 545 East 6th Street Waynesboro, GA 30830 Ph: 706-554-4565 DJ Productions 10% off all items and services. Exclusions: Discount does not apply to equipment purchases.

Valid at Richland Avenue, Washington Road and 15th Street locations. www.eyecareoneaugusta.com The Family Y 50% off Metro or Branch membership joiner’s fee. Valid at the Wilson Branch, Marshall Branch, Augusta South Branch, Southside Tubman Branch and the North Augusta Family YMCA. 3570 Wheeler Road Augusta, GA 30909 Ph: 706-262-4300 www.thefamilyy.org Firehouse Subs FREE chips and a medium drink with the purchase of a medium or large sub. Valid for one person per visit at all CSRA locations. www.firehousesubs.com Forest Hills Golf Course 20% off green fees with a cart rental. Exclusions: Discount is not valid before 1pm on Friday, Saturday or Sunday. Excludes all of Masters Week. 1500 Comfort Road Augusta, GA 30909 Ph: 706-733-0001 www.theforesthillsgolfcourse.com

Ph: 706-551-2621 www.csradj.com

Bringing neighbors and resources together, improving lives.

Fosters Restaurant $1 off any deli-case sandwich. 203 E. Broad Street Louisville, GA 30434 Ph: 478-625-3260 French Market Grille One FREE dessert with purchase of an entrée. 425 Highland Avenue Augusta, GA 30909 Ph: 706-737-4865 www.frenchmarketaugusta.com Goldberg’s Furniture Store Free delivery on purchases over $500. Valid only on deliveries made within a 50 mile radius. 114 West 6th Street Waynesboro, GA 30830 Ph: 706-554-4431 Honeybaked Ham Co. & Café Buy one sandwich and get one FREE. Exclusions: Offer is not valid during the week of Thanksgiving or the week before and during Christmas. 3402 Wrightsboro Road Augusta, GA 30909 Ph: 706-733-6565 www.honeybakedonline.com J. Edward Enoch, P.C. 20% off all services. 3540 Wheeler Road, Ste. 309 Augusta, GA 30909 Ph: 706-738-4141 Jiffy Lube 15% off all services. Valid at all 13 CSRA locations, including North Augusta and Aiken. www.jiffylube.com

Jump City Buy one Open Jump and get one Open Jump FREE. Valid Monday-Friday during Open Jump hours (10am7pm except on Wednesdays: 10am-6pm). Must wear Socks!! Exclusions: Discount valid one per visit. 4407 Evans to Locks Road Evans, GA 30809 Ph: 706-262-4653 www.jumpcity.us Kyoto FREE drink with the purchase of an entrée or combination meal. Exclusions: Discount is not valid on alcoholic beverages. 202 South Belair Road Martinez, GA 30907 Ph: 706-447-5000 La Dolce Vita Salon 10% off services provided by new stylists. 1141 Broad Street Augusta, GA 30901 Ph: 706-724-0040 Ladybug’s Flowers & Gifts, Inc. $10 off a purchase of $40 or more. Exclusions: Discount not valid on out-of-town deliveries. 341 Fury’s Ferry Road, Ste. 6 Augusta, GA 30907 Ph: 706-868-9318 www.ladybugsflowers.com Modish Salon: Toni Horton 20% off color services. Exclusions: Discount is not valid on retail products. 1018 Broad Street Augusta, GA 30901 Ph: 706-722-1518

Monterrey Mexican Restaurant $4.00 off any bill when buying two or more dinners ($15.00 or higher). Valid Monday-Thursday after 3:30 p.m. at all Augusta and North Augusta locations, one per discount per visit. Exclusions: The price of any alcoholic drinks are not considered valid with offer. M.R.T. Muscle Restore Therapy$15 off first visit and $10 off each visit after. Bring a friend and receive half off one time visit. Exclusions: Offer not valid on Sundays. 451 Broad Street Augusta, GA 30901 Ph: 706-814-6634 www.musclerestoretherapy.net MTL Automotive 10% off all major repairs. Exclusions: Discount may not be used on normal maintenance items (i.e.: oil change, tire rotation, etc.). 720 Liberty Street Waynesboro, GA 30830 Ph: 706-554-5226 Murphy & Robinson Opticians 15% off eyewear and accessories. 1571 Walton Way Augusta, GA 30904 Ph: 706-737-2020 www.murphyrobinson.com National Science Center, Inc.: Fort Discovery Buy one Adult General Admission, get one Child Admission FREE. 1 7th Street Augusta, GA 30901 Ph: 706-821-0600 www.nationalsciencecenter.org

The New York Butcher Shoppe 10% off any purchase. Exclusions: Offer cannot be combined with any other discounts or special promotions. Surrey Center 447 Highland Avenue Augusta, GA 30909 Ph: 706-364-2333 www.nybutcher.net Oliviaâ&#x20AC;&#x2122;s for the Real Woman 15% off all items. Exclusions: Cannot be combined with any other discounts. 601 North Belair Square, Ste. 1 Evans, GA 30809 Ph: 706-210-2882 www.olivias-lingerie.com Papa Johnâ&#x20AC;&#x2122;s Pizza Buy one pizza at regular menu price and receive a FREE pizza of equal or lesser value. Valid at: Any August or Aiken location. Exclusions: Carry-Out only. www.papajohns.com Papa-N-Son's: A Bite of Chicago. FREE homemade chips with the purchase of a sandwich and drink. Exclusions: Not valid Monday and Tuesdays and cannot be used with the purchase of a salad or side. 4446 Washington Road, Ste. 20 Evans, GA 30809 Ph: 706-228-4476 & 500 Furys Ferry Road, Suite 101 Martinez, GA 30907 Ph: 706-434-0002

Bringing neighbors and resources together, improving lives.

Poblano's Mexican Grill Receive a free cheese dip when spending $15.00 or more. Valid Monday-Thursday only; one discount per visit. Exclusions: 1 cheese dip per Caring ClubÂŽ customer. The price of any alcoholic drinks are not considered valid with offer. 663 N Belair Road Evans, GA 30809 Ph: 706- 364-3711 Riverbanks Zoo & Garden Discounts on Adult and Child Day Pass with Caring Club code. Adult Day Pass: $7 (regular price $9.75) Child Day Pass: $5.75 (regular price $7.25) Discount valid only through online purchase. To access the exclusive United Way of the CSRA online ticket store, simply go to https:// tickets.riverbanks.org and enter the password. Roly Poly Sandwiches FREE drink with any purchase. 3626 Walton Way Ext. Augusta, GA 30909 Ph: 706-736-1099 www.rolypoly.com Salon West 10% off services.

Simply Kitchen 20% off all items. Exclusions: Offer not valid on sale items. Surrey Center 463 Highland Avenue Augusta, GA 30909 Ph: 706-667-6266 Sixth at Watkins FREE beverage. 559 Watkins Street Augusta, GA 30901 Ph: 706-722-8877 Sonic Buy one Breakfast Toaster or Sonic Burger and get one FREE. Valid at all CSRA locations. www.sonicdrivein.com Sticky Fingers Six wings or peach cobbler for FREE with purchase. Valid in Augusta only. 277 Robert C Daniel Jr. Pkwy Augusta, GA 30909 Ph: 706-738-4227 www.stickyfingersonline.com

4075 Evans-to-Locks Road Evans, GA 30809 Ph: 706-760-0192

Surcie Gifts, Inc. $5 off purchase of $35 or more.

Shaffer Computer Services 20% off up to $25 on computer services and upgrades.

359 Furyâ&#x20AC;&#x2122;s Ferry Road Martinez, GA 30907 Ph: 706-650-7320

4407 Evans to Locks Road Evans, GA 30809 Ph: 706-650-0433 www.quickpcfix.net

Symphony Orchestra Augusta 10% off ticket purchases. Exclusions: Offer valid during Symphony season: October 2009-April 2010. Purchase at Symphony office, the Box Office or the concert hall to receive discounts. Discount not available online. Offer for Symphony Series and Pops! At the Bell Series Concerts in 2009/2010 season are subject to availability. Maximum number to receive discount: 12 1301 Greene Street, Ste. 200 Augusta, GA 30901 Phone: 706-826-4715 www.soaugusta.org

White House Cleaners 10% off all items and services. Valid at all Augusta locations. Exclusions: Discount does not include wedding dresses, alterations, wash-and-fold. Not valid with other discounts. William Mizell Ford, Inc. $100 discount towards the purchase of a NEW or PRE-OWNED vehicle. 330 Hwy 25 North Waynesboro, GA 30830 Ph: 706-554-2114 www.mizellford.com

Thrifty Car Rental 10% off all items and services. 1636 Aviation Way Augusta, GA 30906 Ph: 706-771-9002 www.thrifty.com Walkerâ&#x20AC;&#x2122;s Seafood FREE drink with the purchase of a meal. Exclusions: Does not include alcoholic beverages. 106 East 6th Street Waynesboro, GA 30830 Ph: 706-554-1018 Waynesboro Emporium 10% off regular everyday sales. Exclusions: Discount does not include complete wedding or special events. 605 North Liberty Street Waynesboro, GA 30830 Ph: 706-437-0002 Wedges & Woods One large bucket of balls for medium bucket price. 3731 Wrightsboro Road Augusta, GA 30909 Ph: 706-854-0360 www.wedgesandwoods.com

Bringing neighbors and resources together, improving lives.

Q&A Q: What does United Way do? A: United Way of the CSRA raises funds to support nearly 40 health and human service programs through our 17 partner agencies. With your help, United Way brings together the resources of our community – volunteers, funds, knowledge, and YOU – to help those most in need. Q: I’ve never been helped by an agency. Why should I contribute? A: While it is true some of the services provided by United Way-funded programs are for the poor and those in need, there are many programs that provide necessary community services such as the character-building programs of agencies like the Boys and Girls Clubs or the emergency services provided by the American Red Cross. Q: I already support my favorite charity. Why give to United Way, too? A: The needs of the community are much broader than any one agency can handle. United Way partner agencies offer a comprehensive mix of programs and services to meet the diverse needs of our total community. Also, many contributors like the option of making one donation and having it spread among many diverse programs in the community. Q: How much of my money actually goes to serving those in need? A: United Way and our community take pride in the fact that just over 12 cents of every dollar pledged provides year-round fundraising, marketing and administrative services. Q: Why do some agencies charge a fee for their services? A: United Way funds various programs offered by our partner agencies. Since we do not fund the entire operating budget of an agency, most seek other sources of revenue to cover their costs. United Way partner agencies operate without discrimination with most using fee scales based on ability to pay. By allowing some individuals to pay for the services, United Way partner agencies are able to stretch their United Way dollars to serve more people. Q: Why doesn’t United Way include all organizations? A: Although we work closely with 17 partner agencies, many organizations receive funding through our donor choice program. Not all nonprofits want to be part of a single, community-wide campaign. United Way only sends funds to agencies that provide health and human services and are 501(c)3 tax exempt as determined by the Internal Revenue Service. This does not include agencies that are primarily academic, animal welfare, cultural, grant making, political, recreational, or religious in nature. Q: Can I designate to my favorite organization? A: United Way honors designations to a number of local organizations but does not encourage them. We believe that our citizen review panels do an effective job in allocating funds to our partner agencies from annual campaign funds. However, if you choose to designate, United Way will honor your wishes. An administrative fee is charged to process designated funds to agencies that are not partners with United Way. A $150 minimum designation per agency is necessary for an individual to designate. Anything under $150 will be directed to the Allocations Process. Q: Is my contribution tax deductible? A: Yes, however there are some guidelines. Please consult your tax advisor for information on your specific situation. Q: Don’t some of the dollars go to United Way of America? A: United Way of the CSRA is a totally autonomous agency, run by local volunteers. It does send less than one penny from every dollar raised to United Way of America in annual dues. In return, we receive national advertising, research, etc. worth many times more than this minimal investment. Q: Does United Way support abortion or Planned Parenthood? A: United Way takes no position on abortion, neither advocating the right to abortion nor elimination of abortion as a legal right. United Way of the CSRA does not accept donations to pro-choice or pro-life organizations due to the political nature of these issues.

United Way of the CSRA Campaign Team!

Rina Powell Senior Director Resource Development Direct Line: 706/826-1484 Cell: 706/373-3531

Stef Frickey Resource Development Manager Direct Line: 706/826-1485

Kim Grimes Resource Development Manager Direct Line: 706/826-1486

Elvin Thompson Combined Federal Campaign Coordinator Direct Line: 706/826-1483

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Bringing neighbors and resources together, improving lives.

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Bringing neighbors and resources together, improving lives.

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Bringing neighbors and resources together, improving lives.

Thank you for your support of United Way and your commitment to help meet the needs of our community!

We could not do it without YOU!

Bringing neighbors and resources together, improving lives.