Co Combined Ch Charities Ca Campaign Kick Off Event September - - PowerPoint PPT Presentation

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Co Combined Ch Charities Ca Campaign Kick Off Event September - - PowerPoint PPT Presentation

City and County of San Francisco Co Combined Ch Charities Ca Campaign Kick Off Event September 20, 2018 Welcome and Thank You Agenda Welcome from Airport Director Ivar Satero SFFD Deputy Chief Mark Gonzalez Campaign Chair


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Kick Off Event

September 20, 2018

City and County of San Francisco

Co Combined Ch Charities Ca Campaign

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Welcome and Thank You

Agenda

  • Welcome from Airport Director – Ivar Satero
  • SFFD – Deputy Chief Mark Gonzalez
  • Campaign Chair – Linda Yeung
  • Federations/Charity Speakers
  • Leadership Giving – Dorian Lok
  • Training
  • Q&A
  • Important Dates
  • Thank You

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Airport Director Ivar Satero

Welcome

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SFFD Deputy Chief Mark Gonzalez

Thank you to your cadets for helping this morning.

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Committee Members

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Member Agency

Linda Yeung, Campaign Chair Airport Commission Darlene Armanino Retirement System John Murray Human Services Agency (HSA) Kimberly Ng Police Department (POL) Virginia Sunday Airport Commission Verma Walton Public Utilities Commission (PUC) Martha Whetstone Airport Commission Janis Yuen Municipal Transportation Agency (MTA) Krystie Scull, Federation Lead Community Health Charities Michelle Clancy America’s Best Local Charities Dave Coyle EarthShare California Stanislave Peycheva United Way of the Bay Area (UWBA) Carina Weyer Global Impact Audrey Yamamoto Asian Pacific Fund

Airport Team Sophia Hom, Audrey Lawrence, Christian Lei, Denise Pieri

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2017 Campaign Totals

  • Total Dollars ($) raised:

$1.27 million

  • Percentage (%) participation:

13%

  • Amount ($) raised by Leadership Givers:

$768K (62%)

  • Payroll Pledge total:

75%

  • Check Pledge total:

25% Let’s try to make this year even better!

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Campaign Totals – Year over Year

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Donor’s Choice Totals – Year over Year

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Federation Totals

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Top Giving Departments

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2018 Goal and what’s new

  • Goal amount: $1.4 million
  • New logo
  • Online pledging with optional email confirmation!
  • Real Time Dashboard reporting
  • Virtual drawings
  • Website
  • Heart of the City email and Hotline

Together We Make a Difference

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Federations and charity presentations

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* As of 2018, the Bay Area Black United Fund has withdrawn from the Combined Charities campaign.

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Our Charity Partners are fighting chronic illness and disease Providing life saving services and support Funding research for a cure Select a charity of your choice or cause fund

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CHA HARITY TY P PARTN TNER ERS

At Communit nity Health Cha harit itie ies o

  • ur

ur pa partners are o

  • ur

ur cha haritie

  • ies. W

We invite y you t u to look t thr hrough h our ur l list o

  • f t

trusted he health c cha harit ities a and g nd give t to a a caus use tha hat m matters to y

  • you
  • u

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Where children with serious medical conditions celebrate just being kids! Through innovative, camp-based programs that offer a great big dose of fun and support, children with more than 30 medical conditions visit The Painted Turtle each year, reclaiming the joys of childhood.

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America’s Best Local Charities

Serving Our Local Communities

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$2 per month provides food and shelter for a homeless person $5 a month, for a year, provides enough food for

  • ne Veteran assistance dog for 2 months

$10 a month provides pre-adoption medical care and micro-chipping for 10 animals looking for their furrever home.

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EarthShare California

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we’re making great strides in helping the 1 in 4 Bay Area residents struggling to make ends meet.

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105,500 calls answered to connect those in

need with vital services like food and shelter

78,000 free tax returns filed for

low- and moderate- income families

$82 million claimed in tax refunds for

those in need

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5,400 individuals received one-on-one

financial coaching through SparkPoint

7,300 youth connected with jobs, internships,

and job training

72,000 Bay Area residents received food pantry

assistance

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Leadership Giving

  • Consider giving at a level of $500 or more ($20 per pay period)
  • Submit your pledge by Wednesday, October 17 to be invited to the

Leadership Givers Thank You Event

  • Leadership Givers Thank You Breakfast is on Tuesday, October 23 at

City Hall

  • Receive the coveted annual leadership pin to wear proudly

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Robert Sanchelli Award

  • 2006
  • Donated $50,000
  • 2007
  • Matched entire SF Public Utilities Commission (PUC) donation
  • Donated $135,000
  • 2008
  • Donated $45,000

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2017 Mayor’s Leadership Award

  • Rudy Alegre
  • Airport Commission
  • Dorian Lok
  • Department of Emergency Management

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Training

  • Role of the Coordinator/Captain
  • Best Practices
  • Payroll Deduction
  • Checks
  • Donor’s Choice/Write-in
  • Electronic Pledging
  • Paper Pledge Processing
  • Website
  • Drawings
  • Key Campaign Dates

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The Role of the Coordinator/Captain

  • Your best tool for your role is the Coordinator Checklist in the manual
  • Ensure every employee receives a pledge form and brochure and/or the

link online

  • Create and send weekly emails with the campaign status and web link
  • Enter all paper pledges into the online system
  • Collect wet signatures from all online entries and submit to Captain
  • Review forms for accuracy and checks made properly
  • NO MORE DRAWING TICKETS! The drawings will now be virtual
  • Look at your Department’s Dashboard weekly
  • Submit forms weekly to the Controller’s Office with submittal sheet?
  • Final day to submit forms is Friday, November 16, 2018

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Best Practices

Build a team including management support and captains Make 100% Ask Host an event or ask for time on your monthly staff meeting for the campaign Invite charity speakers Offer food (morning donuts or afternoon popcorn) Keep the campaign visible (posters, emails, “I gave” stickers) Don’t be shy about sharing the campaign with your coworkers. It is a great

  • pportunity!

Be sure to highlight the convenience and affordability of payroll deduction Encourage employees to give to a charity or cause that matters to them Utilize and share the website heartofthecity.sfgov.org

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Payroll Deduction

  • Benefit: A convenient and affordable way to give back
  • All organizations listed in the campaign are vetted and reputable charities
  • Payroll deductions begin the first pay period in January and end on the last pay

period in December

  • Be sure to include your address or email if you would like to be acknowledged

Employers – efficiency, credibility, accountability Donors – convenience, choice, community Charities – low cost outsourced fundraising, steady income, expanded impact area

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Checks

  • One time checks can be accepted
  • Cash is not accepted.
  • Please review each check and pledge to ensure it is properly payable
  • Check to any charity listed in the campaign: Make check payable to the affiliated Federation.

For example, St. Jude Children’s Research Hospital should be payable to Community Health Charities

  • A check to any non-listed charity becomes a write in charity or “Donor’s Choice”. These

should be made payable to the name of that Charity.

  • Please make a copy of the original check. On the copy of the check, please

remove/redact the financial routing information on the bottom of the copy of the

  • check. Then upload the copy of the check into the online application (see p. 35).
  • Note:
  • If a listed charity from a federation is written in Donor Choice it will be rerouted to the parent

federation.

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Donor’s Choice/Write In

  • If the charity of your choice is not listed in the campaign you may write it in

under the Donor’s Choice/Write In section

  • Charity must be a valid 501(c)(3) and employee must provide the complete

charity name, address, phone and tax ID number/EIN

  • Guidestar.org is a great tool to search for that information
  • Payroll deductions administrative fee continues to be 11%
  • Check donations will be forwarded directly on by the City and Lead

Federation.

  • For donor’s choice/write in only, please make those checks payable to the

name of the charity.

  • Charities listed in the brochure cannot be entered in donor’s choice. They

have a membership and agreement with the federations to process those funds.

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We are online at heartofthecity.sfgov.org

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Electronic Pledging

Employee I want to donate Go to heartofthecity.sfgov.org Input Donation Write Check(s), if applicable Review Pledge Summary Send Me A Receipt Download, Print and Sign Pledge Form Give to your Captain / Coordinator Upload files and confirmed in Admin Portal on heartofthecity.sfgov.org 41

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Paper Pledge Process

Employee I want to donate Write Check(s), if applicable Review Pledge Submission, request additional information, if necessary Give to Captain / Coordinator Completes Paper Pledge Form Go to heartofthecity.sfgov.org to input online donation

  • n behalf of donor

Upload files and confirmed in Admin Portal on heartofthecity.sfgov.org

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Pledge Confirmation

Captain / Coordinator Locate Pledge ID, Employee Log onto Admin Portal on heartofthecity.sfgov.org Upload Signed Pledge Forms and/or redacted Check(s)

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Copy of check 

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Dashboards

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Live Demo of Online Application

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Submittal Sheets

  • Must be completed to track pledge forms.
  • For larger departments, please have coordinators consolidate all

submittal sheets for submission to the Controller’s Office.

  • Pledge forms are single copy and all originals must be turned in with

checks and submittal sheet to:

Controller's Office, Room 316 City Hall, 1 Dr. Carlton B. Goodlett Place

  • Please email a copy of the submittal sheet

To: heartofthecity@sfgov.org Subject: CC2018 Submittal Sheet – Department 3 Letter code (ex. CC2018 Submittal Sheet – AIR)

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Website

  • Downloadable forms and materials
  • Pledge form
  • Brochure
  • Speaker request form
  • Submittal sheets
  • I gave stickers
  • Posters
  • Pledge online
  • Campaign and event dates
  • Drawing prize list and winners
  • Federation/Charity stories and

videos

  • List of department coordinators
  • Contact us
  • FAQs

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Drawings

  • Coffee Card Drawing – Tuesday, October 9, 2018
  • 1st Drawing – Tuesday, October 16, 2018
  • 2nd Drawing – Tuesday, October 23, 2018
  • Final Drawing – Wednesday, October 31, 2018

All confirmed donations by the deadline date will be eligible for the

  • drawing. Drawings will be virtual. There will be no raffle tickets.

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Key Campaign Dates

  • 1st Kick Off Event – Thursday, September 20, 2018
  • City Hall, South Light Court
  • 2nd Kick Off Event – Thursday, September 27, 2018
  • SFO Aviation Museum
  • Leadership Givers Thank You Breakfast – Tuesday, October 23, 2018
  • City Hall, South Light Court
  • Captain/Coordinator Thank You Event – To Be Determined

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Contact Us

Website heartofthecity.sfgov.org Email heartofthecity@sfgov.org Hotline 650-821-HOTC (4682)

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Questions?

Don’t Be Shy

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Thank you for coming!

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