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2012 EMPLOYEE CAMPAIGN

COORDINATOR

TOOLKIT

GIVE. ADVOCATE. VOLUNTEER.


Underneath everything we are, underneath everything we do, we are all people. Connected, interdependent, united. And when we reach out a hand to one, we influence the condition of all. That’s what it means to LIVE UNITED.

Rodney Mahone 2012-2013 Campaign Chair President and Publisher, Ledger-Enquirer


YOUR UNITED WAY WORKPLACE CAMPAIGN Definition: A time for people to come together to show the power of their collective actions. A time to educate people about our community. A time to give everyone the opportunity to be part of something greater than themselves.

TOOLS FOR A GREAT CAMPAIGN:

PAGE

UNITED WAY BACKGROUND

4

ELEVATOR SPEECH

5

YOUR ROLE AS AN EMPLOYEE CAMPAIGN COORDINATOR

6

FIVE STEPS TO A SUCCESSFUL CAMPAIGN

7

SHOWING APPRECIATION TO YOUR EMPLOYEES

9

BEST PRACTICES

10

LEADERSHIP AND TOCQUEVILLE

12

LOYAL CONTRIBUTORS

14

INCENTIVES AND SPECIAL EVENTS

15

YOUR DOLLARS AT WORK

19

MARKETING MATERIALS

20

MEET SOMEONE YOU HAVE HELPED

21

FREQUENTLY ASKED QUESTIONS

22

KEY TERMS

24

KEY DATES AND IMPORTANT CONTACTS

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As your organization’s Campaign Coordinator, you are taking on an important role in our community. By giving your time and talent, spreading the word, and bringing your unique strengths and skills to the campaign, you are helping to advance the common good. You LIVE UNITED. The Board of Directors, Loaned Executives, Campaign Cabinet, and United Way staff will be with you every step of the way as you touch someone with your message and change the whole community. from all of us WE THANK YOU.


BACKGROUND

UNITED WAY

HOW TO TALK ABOUT UNITED WAY What We Do Advance the common good. That means creating opportunities for a better life for all right here in the eight-country area. Advancing the common good 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: the idea that we all win when a child succeeds in school, when families are financially stable, and when people are healthy.

How We Do It We focus on the basic things we all need for a good quality life: Basic Needs, Education, Income and Health. We research the needs of the community and recruit people and organizations that bring the passion, expertise and resources needed to get things done. When you give to United Way, your gift funds programs that promote collaboration, efficiency, innovation, and accountability.

Why It’s Important One individual or organization can’t solve our community’s issues alone, especially in these tough economic times. That’s why United Way of the Chattahoochee Valley is so important. Working together, united, we are providing individuals and families with a better life while also creating lasting social change.

What You Can Do We invite you to be a part of the change. You can volunteer, you can be an advocate, and you can invest in your community by giving to United Way. However you give, you can inspire hope and create opportunities for a better tomorrow.

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ELEVATOR SPEECH You never know who you might meet on an elevator or when you might need to say a few words about United Way. Here’s a 30 second pitch on what we do and what it means to LIVE UNITED. United Way advances the common good by focusing on the building blocks for a good quality of life: Basic Needs, Education, Income, and Health. We all win when kids succeed in school, families are financially stable, and people have good health. We recruit people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. We invite you to be a part of the change. You can give, you can advocate, and you can volunteer. Together, united, we can inspire hope and create opportunities for a brighter future.

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YOUR ROLE AS AN EMPLOYEE CAMPAIGN COORDINATOR Objective: Encourage your co-workers to participate in creating a stronger community by planning, coordinating and implementing a successful United Way workplace campaign. Reports to: Your CEO Responsibilities include: • Attend Employee Campaign Coordinator training • Work closely with your Loaned Executive and United Way staff to develop an effective campaign plan • Recruit a committee of co-workers to assist in the campaign • Coordinate the distribution and collection of campaign materials • Coordinate kickoff and recognition events • Promote the campaign throughout your company. • Schedule a separate Leadership Giving meeting ($1,000 or more annually). • Encourage volunteering among your co-workers • Invite everyone to give • Thank your donors and volunteers for their generosity • Publicize your campaign results throughout the entire organization • Complete your campaign by giving a final report to United Way • Evaluate and make recommendations for next year

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FIVE STEPS TO A SUCCESSFUL CAMPAIGN 1. GET STARTED

PRE-CAMPAIGN (4 TO 6 WEEKS PRIOR TO CAMPAIGN)

• Attend ECC Training • Set up a meeting with your United Way contact. Review past years’ data, and identify growth areas. What does your company data show? • • • • •

Has the number of donors increased? What is your % of participation? Has the corporate gift changed? Was there a leadership solicitation? How many leadership givers are there?

• Learn all you can about your United Way by visiting www.unitedwayofthecv.org • Make sure United Way has accurate information about your company (CEO, address, phone/fax numbers, number of employees, e-mails, etc.). • Implement a communications plan to include sending facts about United Way to your employees. Promote your campaign with the click of a mouse or push of a button! Via e-mail or voice mail, these messages demonstrate how contributing to United Way helps fund local programs and services.

2. OBTAIN CEO/SENIOR EXECUTIVE INVOLVEMENT • • • •

Seek your CEO’s personal endorsement for the campaign, and ask your CEO to be visibly engaged. Ask your CEO about a Corporate Gift program that provides a match to employee dollars. Enlist your CEO to endorse leadership giving by hosting a Leadership Giving Campaign. Ask your CEO to appoint a senior manager to act as the Leadership Giving Chair.

3. BUILD A STRONG, DIVERSE CAMPAIGN COMMITTEE • Recruit a Committee that will work together on the campaign. Try to include representatives from all departments. * It is helpful to have a representative on the committee from your Personnel and Payroll departments. Their knowledge of the processes in their departments may help things continue to run smoothly during and after the campaign.

• Recruit a committee to help implement the campaign. United Way staff can provide committee member training. • Make it a fun event; offer door prizes! • Conduct training at an agency, or take tours. • Provide a campaign shirt for team members.

• Clearly communicate the impact of their efforts. • Prepare to “make the ask.” • Encourage a personal thank you from the CEO.

• Talk with your team about what strategies and events will work in your company. • Clearly define roles and responsibilities. • Identify target dates and track progress.

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FIVE STEPS TO A SUCCESSFUL CAMPAIGN 4. CONDUCT AN EDUCATIONAL CAMPAIGN (1 WEEK TO A MONTH)

• Set the timeline for your campaign, and make it fun. • Company Campaign Kickoff • Company Thank You Celebration • Have your team attend the Campaign Kickoff (August 30, 2012) and Thank You Celebration (February 2013)

• Hold your Leadership Giving Campaign when the CEO can attend. Prospects tend to be employees earning annual salaries of over $50,000. • Schedule employee group meetings for every employee to attend. • Invite your Loaned Executive and/or United Way staff, show the campaign video (if applicable), and/or have an agency speaker. • Hold a Retiree Campaign inviting your retirees to participate and continue giving. • Distribute campaign pledge forms and hold a drawing for everyone who returns a pledge card by a specific deadline. • Ask current contributors to increase their gift. • Leadership giving, $1,000 or more annually • Potential Step-Up Leadership givers • Offer Incentives

• Communicate, Communicate, Communicate!

• Utilize your company’s primary communications channels • Communicate reasons to give, company pride and support, events, etc. • Success Stories: Utilize United Way success stories, or even better, identify employees from your company to share their personal United Way stories.

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FIVE STEPS TO A SUCCESSFUL CAMPAIGN 5. SUCCESSFULLY WRAP UP THE CAMPAIGN POST CAMPAIGN (1 WEEK)

• Report the results to United Way

United Way should receive the following: • Completed report envelope containing the white copy of the pledge forms • Yellow copy of pledge forms should go to your payroll department • Pink copy of pledge forms stay with the employee

• Distribute incentives • Schedule a wrap-up meeting with your Loaned Executive or United Way staff to collect the campaign summary. The Loaned Executives can assist you in preparing your report or call United Way for assistance, 706-327-3255. • Send a letter from your CEO announcing your company’s campaign results • Thank every employee for their contributions of time, effort and money • Don’t forget new hires

SHOWING APPRECIATION TO YOUR EMPLOYEES Please help United Way by making sure all your employees feel appreciated. Below are some ideas to help you convey your gratitude to your employees.

Please include United Way staff in your Thank You Celebrations.

• Give out pins, buttons and cards which can be ordered from the campaign catalog or www.unitedwaystore.com • Write a “thank-you” message in your company newsletter or enclose in paychecks. • Hand out balloons, and host a cake or ice cream social. • Host a “thank-you” breakfast or luncheon at a great restaurant or have management cook food on office premises.

TH YO ANK U!

• Send an e-mail or letter from you and your CEO or senior manager to every employee.

• Pass out candy with a personalized note from management. • Organize a kid’s parade by having children from a United Way program walk around your office distributing candy. • Partner with kids from a United Way program and have them draw “thank you” cards for employees. • Present a certificate to the department with the highest participation.

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A CAMPAIGN MEETING FROM START TO FINISH

BEST

PRACTICES

The most successful United Way campaigns have one key element in common - the use of employee meetings. These presentations are essential to the success of your campaign. This is your chance to share your passion for helping people and your commitment to United Way. Incorporate your own story about why you are volunteering and supporting the organization. Your enthusiasm will make the difference in connecting with other employees. The goal of employee meetings is to let your coworkers make an educated decision about giving to United Way of the Chattahoochee Valley. THINGS TO CONSIDER WHEN PLANNING • Make your own gift first. • A 20 minute meeting is best. • United Way staff are available to assist you in planning meetings and will supply all the materials you need. • Request a United Way community speaker to talk about what we do, how we do it, the impact we are having in our community, our partnerships, and stories about the lives we touch and the lasting changes we are seeing. • Secure employee involvement by providing incentives such as door prizes, giveaways, and food. Plan for management to be present and participate in meetings. • Tag onto an existing meeting. • Collect all pledge forms at the end of the meeting or have immediate follow-up by the campaign team. • Personally contact employees unable to attend the meeting due to sickness or vacation.

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PRESENTATION PLANNING CHECKLIST • Secure a time, date and location for meetings • Inform employees by personal letter, newsletter, payroll stuffer or email that they will be asked to make a decision regarding contributions to United Way at the meeting • Gather materials (brochures, pins, incentives, etc.) • Bring pens for people to complete their forms • Prepare your comments • Secure attendance of your United Way representative and a community speaker • Secure the involvement of the CEO or department manager

FOLLOW-UP CHECK LIST • • • •

Collect pledge forms and cash donations Distribute pins/incentives Meet with those who missed the meeting Tally the results using the report envelope, and contact you United Way representative to return your forms and donations

SAMPLE GROUP MEETING & PRESENTATION

The following is a sample agenda for your group meeting:

Welcome

Employee Campaign Coordinator

2 Minutes

Endorsement

CEO

3 Minutes

United Way Overview

Loaned Executive & Agency Speaker

10 Minutes

United Way Campaign Video

3 Minutes

Closing Remarks and Asks

2 Minutes

Employee Campaign Coordinator

Distribute pledge cards, discuss collection and announce activities planned

Total

20 Minutes

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LEADERSHIP AND TOCQUEVILLE A Leadership Giving Program is easy to implement in a company of any size and can be an excellent source of new dollars for your campaign. In fact, it is the most effective way to increase contributions in your workplace. By giving a gift of $20 a week, leadership givers are making a significant difference in addressing the greatest needs within our community.

APPOINT A CHAIR

Enlist CEO support to appoint a senior executive to serve as the leadership program chair. The chair should be a respected leader willing to invest time, make contact with peers, and be a leadership giver. DETERMINE YOUR PROSPECTS Ask your payroll or human resources department for assistance in identifying people who are strong prospects for leadership giving. A common benchmark would be employees earning $50,000 or more. Another source is to review all employees currently giving $500 or more to United Way.

PLAN KICK OFF AND SOLICITATION

This can be a great opportunity to bring upper management and prospects together for a presentation. Pick a format that fits your organization’s culture. The most popular – a CEO-hosted breakfast, lunch or reception. Make it special; make your guests feel important and personalize when possible. Consider having a speaker from a United Way community partner agency. United Way can provide a speaker who can address issues of importance to your organization. Ask your Loaned Executive to assist you with this part of the company campaign. Also, consider touring a community partner agency and see real results!

LEADERSHIP STEP-UP PROGRAMS

The Leadership Step-Up Program is a three-year plan that offers Leadership Society membership to individuals in the first year who make a commitment to “step-up” to reach full membership status within three years. Participants are recognized as leadership givers the 1st year in our annual Leadership Book.

LEADERSHIP GIVING LEVELS

Bronze: $1,000 - $2,499 Silver: $2,500 - $4,999 Gold: $5,000 - $9,999 Tocqueville Society: $10,000 and above

LEADERSHIP RECOGNITION

Personal recognition for those who contribute to United Way is critical. Recognize leadership givers with: • A personalized thank you letter from your CEO and leadership program chair. • A thank you reception hosted by your CEO and leadership program chair. • Acknowledgment in your organization’s newsletter and other communication materials, as appropriate. United Way will recognize your organization’s leadership givers in the following ways: • A personal thank you will be sent. • Publish a registry of leadership donors and provide each a complimentary copy. To ensure leadership givers are recognized properly, encourage them to complete the recognition section on United Way’s Leadership pledge form.

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LEADERSHIP AND TOCQUEVILLE WOMEN’S LEADERSHIP COUNCIL

United Way of the Chattahoochee Valley along with a volunteer steering committee has formed a Women’s Leadership Council in order to engage female donors giving at the leadership level (which is $1,000 or are participating in the Leadership Step-Up Program which starts at $500). This includes approximately 300 donors. The Women’s Leadership Council will provide members with an opportunity to learn about needs in our community, network with peers, have fun and make a difference! We expect this program to aid in further engaging our current donors in the United Way experience and encourage other potential donors to find value in joining this dynamic group of women. There are currently 17 Council members serving on one of three committees; Service Project, Event, and Membership.

TOCQUEVILLE SOCIETY

The United Way Tocqueville Society recognizes individuals and foundations contributing $10,000 or more annually to United Way. Tocqueville Society members play a vital role in helping people who are faced with challenges move from crisis to stability to independence.

Tocqueville Society Order of Independence Order of Liberty Order of Equality Order of Fraternity The National Society Million Dollar Roundtable

TOCQUEVILLE SOCIETY STEP-UP PROGRAM

$10,000 - $14,999 $15,000 - $24,999 $25,000 - $49,999 $50,000 - $74,999 $75,000 - $99,999 $100,000 - $999,999 $1,000,000 and above

This program offers a convenient way for donors to increase their level of giving over a three-year period. Made possible by a challenge grant from a local foundation, a donor would make a gift to United Way of $5,000 the first year, $7,500 the second year, reaching the $10,000 mark the third year. For each year, challenge monies from the foundation make up the difference, bringing a donor’s contribution to the $10,000 level in the first and second year. Donors who participate in the step-up program are recognized as a Tocqueville Society member the first year. 13


LOYAL CONTRIBUTORS The United Way Loyal Contributor Program recognizes and celebrates individuals who have supported United Way, in any community, for 20 years or more. Through a continuing partnership with United Way, loyal contributors assist the organization in making long-term changes in the lives of people and families right here in our community. United Way of the Chattahoochee Valley is honored to express appreciation to loyal contributors who have supported United Way for 20 years or more regardless of their giving level.

United Way Loyal Contributors receive: • Invitations to and recognition at United Way of the Chattahoochee Valley events/training • Special communications during the year from United Way of the Chattahoochee Valley • An opportunity to create a personal Loyal Contributor profile on United Way of the Chattahoochee Valley’s website We want to recognize the loyal contributors at your company! Please extend an invitation to those who are eligible to become a member. Have them visit our web site to complete the e-form or print the form and fax it to 706-571-2271. For more information about the Loyal Contributor Program, please call Candace Poole at 706-327-3255, ext. 207, or e-mail cpoole@unitedwayofthecv.org.

George Jeter Loyal Contributor 20+ Years of Giving to United Way

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INCENTIVES AND SPECIAL EVENTS INCENTIVES FOR GIVING Incentives can promote attendance at meetings, increase campaign participation and giving, and encourage speedy return of pledge forms. Here are some suggestions: • Any new donation. • First time gift of at least $_______per pay period. • Increase giving by ____percent or $_____per pay period. • Department with the highest percent of participation. Employee giving, while encouraged, is always voluntary. Some companies may consider purchasing or even soliciting incentives from local merchants. However, there are many incentives that do not need to be purchased. Here are some examples: • • • • • • • • • • • • • • • • •

INCENTIVES TO GIVE!

Extra vacation day with pay Birthday off “Sleep in Late” awards (come to work an hour or two later) “Leave Early” awards (leave work an hour or two early) “Long Lunch” awards (half-hour to one hour lunch extension) Breakfast or lunch with the CEO or another senior executive Lunch provided by company Prime parking space(s) Casual or Jeans Day Company mugs Gift certificates for favorite local restaurants Department breakfast, lunch, ice cream or pizza party Weekend getaway for two Tickets to sporting events Movie tickets Golf lessons Be creative!

Resa Lord 2011 ECC Chattahoochee Valley Community College

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INCENTIVES AND SPECIAL EVENTS An exciting and creative campaign can be the key to generating enthusiasm and interest among employees. Special events are a great way to add some pizzazz to your campaign. Here are some ways to put the FUN in fundraising.

DOLLAR AN INCH

Employees pay to cut off an inch of their favorite executive’s tie. Executives participate in an all-day competition to end the day with the shortest tie.

AMERICAN IDOL CONTEST (PRATT & WHITNEY)

Employees can conduct a contest based on American Idol. Employees make a donation to vote for the singing group of their choice. The duo or group that attracts the most donations will sing a song of their choice in front of an audience.

AUCTION

Auction off staff services (i.e., babysitting, oil change, lunch for a week, office cleaning, coffee and donut service for a week), executive parking spaces, donated merchandise or services. Conduct the auction over your intranet site. If you have time, try a live auction with a senior manager as the auctioneer.

BALLOON POP (REGIONAL REHABILITATION HOSPITAL)

Ask business partners to donate prizes. Before filling balloons with air or helium, put a note inside some balloons with the name of a prize. In others, put a United Way of the Chattahoochee Valley fun fact. Have employees purchase and pop balloons.

BOWL-A-THON OR MINIATURE GOLF TOURNAMENT (CB&T)

Employees can choose to go to a real bowling alley or mini-golf course, or set up a “bowling alley” in a company hallway using empty two-liter soda bottles for pins and softballs for bowling balls. You also could create your own mini putt-putt “golf course” in and around several departments. Let employees participate during lunch and breaks. Keep score and award donated prizes to the winning teams and/or individuals. Have special prizes for strikes or holes-in-one.

CAR WASH

Employees pay to have their car washed by colleagues or senior management. Charge an extra fee for valet service.

CHAIR MASSAGE

Bring in a massage therapist for a day and allow those who submit a pledge form to sit down for five minutes of a relaxing chair massage. Or, charge a fee with a portion of the proceeds to benefit the United Way. This also can be used as a thank you for employees.

COLLEGE FOOTBALL DAYS (PHENIX CITY SCHOOLS)

Allow employees to wear college football gear on Fridays or on any game days. Employees buy a sticker for the privilege and proceeds go to the United Way.

COMPANY-WIDE WALK/RUN/RIDE (COLUMBUS WATER WORKS)

Sponsors pledge per mile with all proceeds to benefit United Way.

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INCENTIVES AND SPECIAL EVENTS CUBICLE DECORATING CONTEST

Employees pay a small entrance fee to benefit United Way. Have a competition with a small committee to award for most original, elegant and craziest cubicles.

E-BINGO

Sell bingo cards for a small fee. Send e-mails sporadically throughout the week with one or two bingo numbers each time. The first person to get bingo should let everyone know by sending an e-mail to all users, and, of course, he or she will win a donated prize.

EXECUTIVE CHAIR RACE

Set up a relay course for executives/managers to go through sitting in a desk chair. Let observers “bet” on their favorite contestants.

FOOTBALL TOSS

Measure for distance and accuracy with prizes for top guy and top gal; charge per attempt.

GARAGE SALE (COLUMBUS PRODUCTIONS) Encourage employees to clean out their closets for a company-wide garage sale to benefit United Way.

MARDI GRAS

Everyone loves a party, so why not model your campaign after the biggest party in the world – Mardi Gras! Invite a jazz band to play at your kick-off event. Hold a parade “float” contest, with departments decorating shoe boxes as floats. Sell Mardi Gras beads. Host a Cajun potluck.

NERF BASKETBALL SHOOT OUT

Set up a Nerf basketball hoop in the office. Employees pay an “entry fee” to join a 10-minute basketball “shoot out.” The person with the most baskets scored gets a prize.

OFFICE OLYMPICS (TSYS)

Set up an obstacle course in the lunchroom or a conference room. Time your contestants as they type a few paragraphs at one station, file at another, and photocopy at another. Add in some other stations such as pencil sharpening or making a paper clip chain. The contestants pay an entry fee and the winner gets a prize.

OLDEST COMPANY T-SHIRT CONTEST Dust off the old t-shirts and display them proudly. Charge $3 per entry and have a fashion show to model the shirts.

SCAVENGER HUNT

Give employees a time limit and award the winning team a prize. Add themes by having employees dress as detectives or hunters.

UGLIEST APPAREL CONTEST

Contestants pay to enter the ugliest tie, earrings, socks, or stockings contest. Employees can also dress up in their favorite team jerseys, silly hats or outrageous socks. Take pictures of the participants and have employees ‘vote’ on the ugliest apparel by contributing a dollar. 17


INCENTIVES AND SPECIAL EVENTS VIDEO GAME TOURNAMENT

Set up three or four game systems in a small conference room. Employees pay to play, with prizes going to the top scorer in each game.

BAKE/CANDY SALE OR EXCHANGE (EASTMAN KODAK)

Ask employees to bake their favorite cookies or other goodies and sell plates to employees. If a recipe is requested, charge an additional fee.

BEST APPETIZER CONTEST

Employees bring in their best appetizer and compete. Employees pay $2 to sample all of the appetizers and vote on their favorite one. Cookbooks can be created with all the recipes and sold for $5.

BREAKFAST WITH THE BOSS

Employees pay to have their favorite senior level executives serve employees a company breakfast. To take it one step further, employees pay to have their executive make them breakfast or take them out to breakfast.

COOKING CONTEST (EASTMAN KODAK)

Get your best chefs to test their recipes. Employees pay to test and vote for the winner in overall taste and spiciest. For example, a chili cook off. Winners get a prize. This can be turned into a lunch event by providing chips and hotdogs.

EMPLOYEE COOKBOOK (PUBLIX SUPERMARKETS)

Encourage employees to donate their favorite recipe to be collected, published and sold in a company cookbook. A variation of theme is to sell books on golf, gardening, etc.

ICE CREAM SOCIAL

Provide the toppings and employees pay for their favorite flavor or toppings, or bring in your pledge form and get ice cream scooped by senior management. This also can be a thank you for all givers.

LUNCH BOX AUCTION

Have employees create gourmet lunches to be auctioned off to the highest bidder. Award prizes for the most creative, nutritious, elegant or humorous meals.

LUNCH/SNACK SALE (KELLOGG’S SNACKS)

Sell bags of popcorn at breaks and lunchtime.

TAILGATE PARTY

Create a sports theme to coincide with football season. Hold the party in the parking lot. Serve hotdogs, chips, soda and peanuts. Play a game of flag football or video football with participants donating an entry fee.

TRAVELING BAKE SALE/TROLLEY TREAT

Fill a cart with baked goods and snacks and go from workspace to workspace.

WHIPPED CREAM SPONGE OR PIE-IN-THE-FACE (BANCTEC)

Very popular! Host a whipped cream throwing contest. Use pie tins filled with whipped cream and try to hit a target. Get management to be the targets and have employees pay to play. 18


YOUR DOLLARS

AT WORK

$20 per week will provide rental assistance for two victims of domestic violence to leave Hope Harbour and become independent from their abusers. $20 per week will provide medical supplies for Sexual Assault Exams at Twin Cedars. $20 per week will provide 50 families in financial distress free credit counseling and financial evaluations at The Family Center of Columbus. $10 per week will provide a year membership for 10 kids at the Boys & Girls Club. $10 per week will provide summer basketball camp for 35 girls at Girls, Inc. $10 per week will provide GED testing for eight clients at House of T.I.M.E.

G N I T S E V N I IN TS! L U S E R

$5 per week will provide transportation for Middle School students to and from Columbus Community Center. $5 per week will provide four days of groceries for 29 families of four from Feeding the Valley. $4 per week will allow Homeless Resource Network to keep the electricity on at a client’s home. $3 per week will provide 13 girls one year of membership in the Girl Scouts. $2 per week will provide 51 meals for children at Kids CafÊ through Feeding the Valley. $1 per week will provide a community outing for a classroom of 12 preschoolers at Easter Seals, West Georgia. *Based on annual giving.

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MARKETING MATERIALS

We hope you have seen the LIVE UNITED message around the Chattahoochee Valley on t-shirts and in the newspaper. LIVE UNITED is a simple notion to remind us we are all part of the same community and by working together we can accomplish more than anyone can on their own. The t-shirt is one of the best ways to show support for the LIVE UNITED message. United Way is happy to provide marketing materials to help ensure you have a successful campaign. Available marketing materials include, but are not limited to: • Posters • Banners • Campaign video • United Way brochure • Success stories

I DON’T HAVE A LOT, BUT I HAVE MORE THAN MOST.

I AM NOT JUST MAKING A DONATION -

I AM CREATING CHANGE. I BELIEVE THAT TOGETHER, THROUGH UNITED WAY, WE CAN

CREATE HOPE

FOR A BETTER TOMORROW, HOPE FOR THE NEXT GENERATION.

THAT’S HOW I LIVE UNITED! FOLLOW US @UNITEDWAYCV

LIVE UNITED

LIKE US

@UNITEDWAYOFTHECHATTAHOOCHEEVALLEY

FOR MORE INFORMATION VISIT WWW.UNITEDWAYOFTHECV.ORG

JARAD SETAYESH, PUBLIX BRADLEY PARK

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MEET SOMEONE

YOU HAVE HELPED OPEN DOOR COMMUNITY HOUSE

Casey Jenkins is a nine-year-old 4th grader that benefited from participating in the Mathews Promise Academy. He has been attending the program for three years. The Mathews Promise Academy staff has had the privilege of witnessing Casey transform from a shy student to a student with confidence. Casey’s previous state of shyness affected his performance in his school work, homework, reading and interaction with the other students. Because of his shyness and speech impediment, Casey would not ask for assistance when he was struggling with his homework and was reluctant to read during Jump! (a reading initiative). Through a lot of encouragement and assistance from the staff, Casey began to open up to the staff when he experienced difficulties with his homework. His study skills have improved to the point where he accurately completes his homework at a much more rapid pace. Casey has become more outgoing and socializes more with the other students in the program and takes great pride in his school work. Casey’s reading has improved a great deal. This year his reading level has gone from a 2.6 to a 4.6.

THE STEWART COMMUNITY HOME Sandra came to the Stewart Community Home a little over a year ago. She was referred by a local Community Service Board treatment center for suicidal thoughts and severe depression. In the past year, she has eliminated most of her previous symptoms. She makes clothes for sale online and in the community and has completed more than 20 paintings. Several are on display at the Stewart Community Home. She attends art classes at the Lucas Art Studio and currently sells her paintings at the A&K Thrift Mall and online. Sandra plans to continue painting once she moves on to permanent independent housing. She is also working on her GED and has passed 4 out of the 5 sections of the exam.

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FREQUENTLY ASKED QUESTIONS IS UNITED WAY OF THE CHATTAHOOCHEE VALLEY AN ORGANIZATION THAT YOU CAN TRUST? United Way of the Chattahoochee Valley advances the common good by creating opportunities for a better life for all. United Way focuses on four core areas of service: Basic Needs, Income, Education and Health – the building blocks for a good quality of life. United Way connects people who want to make an investment in their community to local programs that are meeting a need, obtaining results and exercising good stewardship. In fact, United Way funds more well-managed programs that help families, children and individuals than any other charitable organization. This year United Way is funding 26 agencies that provide 50 programs right here in our community! It’s all of us working together to build a stronger community. WHO RUNS UNITED WAY OF THE CHATTAHOOCHEE VALLEY? A local volunteer board of directors governs the United Way of the Chattahoochee Valley. Hundreds of volunteers plan and organize the annual fund-raising campaign, collect contributions, and determine how contributions should be distributed to the local community partner agencies. Volunteers are supported by a professional staff. WHAT IS THE RELATIONSHIP BETWEEN UNITED WAY WORLDWIDE AND UNITED WAY OF THE CHATTAHOOCHEE VALLEY? United Way Worldwide is a national trade association whose primary objective is to support the activities of more than 1,200 local United Ways across America. The organization provides education opportunities for volunteers and professional staff nationwide. It provides brochures, posters, and national media advertising such as television PSA’s. United Way Worldwide is governed by a board of directors composed of corporate and civic executives and local professionals in the field from across the nation. Our local dues are one percent of the campaign results. The United Way of the Chattahoochee Valley is an autonomous organization governed by a local board of directors that supports local agencies in the Chattahoochee Valley. WHY DO SOME AGENCIES CHARGE FEES?

Agencies are not totally funded by United Way dollars and may depend on service or membership fees for financial support. Frequently, agencies offer sliding fee schedules so that people can be charged based on their ability to pay. Your United Way gift is needed to allow more people to receive help. HOW ARE UNITED WAY PARNTER AGENCIES ACCOUNTABLE TO UNITED WAY DONORS? An agency must demonstrate that it is performing an essential service to the community. It must: • Be a tax-exempt, non-profit organization. • Be governed by a volunteer board whose members are elected. • Be served by trained, competent staff. • Have an independent financial audit. • Be reviewed by United Way volunteers every year. • Meet reasonable standards of financial responsibility and efficiency. HOW MUCH OF MY GIFT ACTUALLY REACHES THE AGENCIES? Eighty-nine cents of every dollar goes directly to programs and services. Only 11 cents is used for administrative and fund-raising costs. The National Charitable Information Bureau recommends charities limit these costs to 40 cents on the dollar, which makes United Way very low compared to the national requirements. MY SPOUSE AND I WORK FOR DIFFERENT EMPLOYERS, BUT WE BOTH GIVE TO THE UNITED WAY. CAN WE COMBINE OUR GIFT TO QUALIFY AS LEADERSHIP DONORS? YES. The minimum leadership gift is $1,000 per household. If one spouse gives $500 and the other gives $500 through their respective employers, they would both be recognized as Leadership Society members. Please contact United Way at 706-327-3255 to notify us of this combined gift. 22


FREQUENTLY ASKED QUESTIONS IF I DESIGNATE MY DOLLARS, WILL THAT MONEY BE OVER AND ABOVE WHAT THE AGENCY OR PROGRAM WILL “REGULARLY” GET? When the Community Investment Committee makes its recommendations for funding they do not know how much any program received through designations, so the answer to your question is yes – it is over and above the allocation. However, the real answer is that, there is NO “regular” allocation amount. Each year community volunteers review the requests, along with data showing what the program did with your money last year, what the community assessment says are priorities in the Chattahoochee Valley and how much is available to allocate. Then they decide on an appropriate funding amount for a particular program. Those volunteers don’t just put funding with a good cause; they put funding with a program that is meeting a need, achieving results and exercising good stewardship. DOES UNITED WAY PRESSURE PEOPLE TO GIVE? NO! Giving is a personal decision. United Way has a strong policy against coercion. Whether a person gives to United Way and how much the person chooses to give is up to the individual. United Way of the Chattahoochee Valley does not support the use of threats or coercion of any kind. IS MY CONTRIBUTION TAX DEDUCTIBLE? Your gift is tax deductible if you itemize your deduction. However, a receipt is not necessary unless you pay $250 or more at a time. WHO DECIDES WHERE MY CONTRIBUTION GOES? Volunteers who live and work in the Chattahoochee Valley decide how much an agency program will be allocated. Last year, 74 volunteers served on the United Way of the Chattahoochee Valley Community Investment teams. During this process, each United Way community partner makes a thorough presentation to the teams of volunteers, and the services provided by each program are reviewed and documented. In addition, this year as part of the process, each agency had a financial review from a team of volunteers who have a strong background in accounting and financial management experience. Program allocations are based on whether the agency is meeting a need, obtaining results, and exercising good stewardship. WHY SHOULDN’T I JUST GIVE DIRECTLY TO MY FAVORITE CHARITY? United Way volunteers evaluate agency programs on their ability to meet our community’s highest priority needs. You can be assured that your donation is achieving real results. Further, United Way funds more well-managed programs that help families, children and individuals than any other charitable organization. So, through a single gift, you can support not only your favorite cause, but also help people under a wide range of circumstances. Finally, because United Way offers payroll deduction, your gift is made to the agency reliably and on schedule – a tremendous advantage to agencies that have to provide services reliably and on schedule. I HEARD ABOUT SOMEONE WHO NEEDED HELP, BUT DIDN’T RECEIVE IT, WHY? Some agencies do not offer a specific service that is requested and may refer the person to another agency. Sometimes it’s necessary to put people on a waiting list simply because there aren’t enough funding resources to go around. This is why your contribution is so important. I’M NEVER GOING TO USE THESE SERVICES, SO WHY SHOULD I GIVE? Some people give because someone they know benefited from an agency supported by United Way. Others give because they believe the more help they can give to others, the better off our community will be as a whole. An investment in United Way is an investment in the community, leading to lasting change at the root level of causes. Programs supported by United Way and its community partner agencies are generally available for anyone at any time. Even though you may not need one of their services now, there may be a time when you will. Your gift ensures that help will be there if you need it. 23


KEY TERMS

CAMPAIGN/CAMPAIGN SEASON In general, most companies run their United Way annual campaigns during September, October, November or December. Money raised via payroll deductions is collected and submitted to United Way during the next calendar year. CAMPAIGN REPORT ENVELOPE The envelope is used to close out the campaign. You and your United Way representative will tally the pledge forms and record the amounts raised, number of pledge forms, and types of payments on the campaign report envelope. CORPORATE PLEDGE/CORPORATE GIFT An annual contribution made in the name of a firm or organization. Corporate gifts can range from $50 to $600,000 and more. Corporate pledges (See “Pledge” below) are made throughout the fall campaign season. Companies may submit payment with their corporate pledge or choose to be billed in the next calendar year. Many companies opt to match employee giving in the form of a “corporate match” or “corporate matching gift.” For example, a company may choose to match every dollar raised by employees (thus doubling contributions to United Way) or, a company may to choose to match up to 50 percent (or any amount) of the employee contributions. CORPORATE PLEDGE CARD The card your company will complete to indicate the intent to make a gift that is separate from employee giving. GIFT/DONATION/CONTRIBUTION The dollar amount given to United Way by a donor. LEADERSHIP GIFT Any gift of $1,000 or more, or a leadership step-up gift which starts at $500 LEADERSHIP DONOR Any individual who makes a pledge/gift to the United Way annual campaign for $1,000 or more, or participants of the Leadership Step-Up Program. Spouses can also make a combined leadership gift. LEADERSHIP STEP-UP The Leadership Step-Up Program is a three-year plan that offers full Leadership Society membership to individuals in the first year who make a commitment to “step-up” to reach full membership status within three years. Participants will also be listed in our annual Leadership Book.

Vickie Williams Allocations Volunteer Chattahoochee Valley Community College

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KEY TERMS

LEADERSHIP PROSPECT An employee who has the potential or capacity to become a leadership donor. • Senior management • Middle management • Employees above a designated salary level (decided by your company) • Any employee who gave $500 - $999 during the previous campaign year • Any employee who was a leadership donor during the previous two campaigns • Any employee who has been a leadership donor in the past, but has not given in recent years • Any employee who donates $1,000 or more to various charities in the community PAYROLL DEDUCTION Payroll deduction is the easiest and most convenient way to pledge. Payroll deduction is a way employees can spread out their United Way giving over a period of time through authorized deductions each pay period. In general, payroll deductions usually begin in January and continue through December during the calendar year following annual campaigns that run in the fall. Employee donors also may specify a limited number of payroll deductions (if allowed by the company; this is your decision). PLEDGE In United Way terms, this is the promise the donor or company makes to pay their intended donation. Donors who select payroll deduction, direct bill or stock transfer are making a pledge (promise) to pay, but will actually submit payment at a later date. Donors that submit check, cash or credit card payments with their pledge forms are pledging and paying at the same time. PLEDGE FORM A United Way form distributed to all of your company’s employees and used to gather employee information and secure their intent to donate to United Way. The form comes in triplicate – the middle yellow copy (“Employer Copy”) stays with the company, the top white copy (“UWCV Copy”) is submitted to your United Way representative at the end of the campaign, and the pink copy (“Donor Copy”) stays with the employee for his/her records (see completed sample pledge forms).

Jason Perez 2011 ECC Georgia Power Company


KEY DATES AND

IMPORTANT CONTACTS 2012 CAMPAIGN KICK OFF LUNCHEON

11:30 a.m. - 1 p.m. Thursday, August 30 Columbus Georgia Convention and Trade Center Call to make your reservation today!

WOMEN’S LEADERSHIP COUNCIL LUNCHEON TBA, Fall 2012

LET’S SAY THANKS!

2012 Thank You Celebration TBA, February 2013 UNITED WAY STAFF 706-327-3255 unitedwayofthecv.org

U O K Y THE

G LEY N N I A TH MAK HEE VAL !

CAMPAIGN • Becky Fletcher • Chandra Wright • Candace Poole • Rachel Williams VOLUNTEER CENTER • Terri Parodi

FOR TAHOOC

CHAT

E V I L O T E C A

L P T A A GRE Ext. 210 Ext. 208 Ext. 207 Ext. 209 Ext. 212

PLEDGE PROCESSING • Denise Guthrie

Ext. 204

COMMUNICATIONS/MARKETING • Leslie Hardwick

Ext. 202 Rodney Mahone 2012-2013 Campaign Chair President and Publisher, Ledger-Enquirer

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WWW.UNITEDWAYOFTHECV.ORG PO Box 1157 Columbus, GA 31902 Phone: (706) 327-3255 Fax: (706) 571-2271

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2012 ECC Guide