United Way Campaign United Way of Central Illinois United Way of - - PowerPoint PPT Presentation

United Way of Central Illinois

SpringfieldUnitedWay.org

United Way Campaign

United Way of Central Illinois

United Way of Central Illinois

SpringfieldUnitedWay.org

• Primary source of revenue
• Supports local programs
• Largest fundraising campaign in community

United Way Campaign

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Community Fund Directed Gifts Corporate Underwriting

United Way of Central Illinois

SpringfieldUnitedWay.org

• Workplace Campaigns
• Learning opportunity
• Payroll deduction
• Improves morale and fun
• Individual Gifts
• Corporate Gifts

Fundraising Channels

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225 COMPANIES 130 WORKPLACE CAMPAIGNS 5,700 DONORS 4,300 UNITED WAY DONORS

United Way of Central Illinois

SpringfieldUnitedWay.org

2017 Campaign Giving by Source

Payroll Deduction/ Special Events Corporate Gifts Individual Gifts

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Campaign Revenue

70.3% Payroll Deduction/Special Events 22.9% Corporate Support 6.8% Individual Gifts

United Way of Central Illinois

SpringfieldUnitedWay.org

• Campaign Total - $2,430,730
• Decrease of 5.8%
• Proportional across designations

Top Twenty Accounts

• $1,734,000
• Stable support

2017 Campaign Overview

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United Way of Central Illinois

SpringfieldUnitedWay.org

Leadership Support

• Leaders Guild - $658,000 (increase)
• Community Builders - $205,000 (decrease)

Decrease from smaller campaigns and smaller donors!

2017 Campaign Overview

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United Way of Central Illinois

SpringfieldUnitedWay.org

• Large companies changing

giving priorities

• Global marketplace
• Nonprofits slow to adapt
• Staff capacity

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United Way Challenges

United Way of Central Illinois

SpringfieldUnitedWay.org

• Strong volunteer network
• Strong local support
• Strong leadership support
• Focused on community
• Stable local economy

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United Way Opportunities

United Way of Central Illinois

SpringfieldUnitedWay.org

2018 Campaign

Campaign Cabinet

United Way of Central Illinois

SpringfieldUnitedWay.org

Campaign Chairs TEAM BUNN Hy Bunn Bob Bunn Angela Comstock Desiree Logsdon John Voss

United Way of Central Illinois

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United Way of Central Illinois

SpringfieldUnitedWay.org

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Role of Loaned Executive

United Way of Central Illinois

SpringfieldUnitedWay.org

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Role of Loaned Executive

United Way of Central Illinois

SpringfieldUnitedWay.org

#1

Account Planning

#2

Presentations

#3

Sales

8-12 Companies 2-10 Presentations Corporate gift only Planning, execution, wrap-up Small groups Companies with relationship Primary point of contact Canned campaign presentation Potential cold calls Primary point of information

Role of Loaned Executive

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United Way of Central Illinois

SpringfieldUnitedWay.org

Availability Questionnaire

What role do you fit?

United Way of Central Illinois

SpringfieldUnitedWay.org

Do You Know?

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United Way of Central Illinois

SpringfieldUnitedWay.org

People who give, give MORE

• r

MORE people give!

United Way of Central Illinois

SpringfieldUnitedWay.org

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Perfect Workplace Campaign

United Way Inside Committee – Transition Plan Volunteers Excited, Get It Data Driven Goal Communicate Early and Often Incentives Tied to Goals Special Events to Engage, Enhance, and Pledge Ask Leadership Engagement Plan Employee Presentations Forgotten Donor Strategy in Place Year-round plan/calendar for engagement

United Way of Central Illinois

SpringfieldUnitedWay.org

• Loaned Executive Binder –
• Checklist
• Calendar
• Sample Meeting Agenda
• Account Questionnaire
• Questions to ask ECC
• Five measures
• Ways to increase campaign
• Amazing Tool

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

United Way provides:

• List of companies
• Company profile and info
• Company analysis
• Review companies with LE

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

Initial Contact

• 6 Weeks in Advance
• Schedule Appointment
• Provide materials

Overcoming Objections

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

Initial Meeting

• Warm up
• Review campaign
• Questionnaire

Identify Opportunities

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

Areas of Guidance

• Goal
• Committee/Team
• Incentives
• Special Events
• Leadership Giving
• Extended Pledge Form Acceptance

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

Information is Invaluable

Retirements • Leadership Changes • Company Changes • Benefits

United Way of Central Illinois

SpringfieldUnitedWay.org

100% SOLICITATION COMMUNICATION

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United Way of Central Illinois

SpringfieldUnitedWay.org

Next Steps

• ECC Training
• LE Follow-up
• pportunities/information
• Supply Order
• Presentations

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

Details to United Way

• Align donor communications

Mitch is the Man

• Scheduler
• Supplies
• Pretty much anything

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Loaned Executive Account Planning

United Way of Central Illinois

SpringfieldUnitedWay.org

FOLLOW UP

2 Weeks • Mid-Week • After

United Way of Central Illinois

SpringfieldUnitedWay.org

Report Envelopes Thank You Extended pledges Schedule Post-Campaign Meeting

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After the campaign

United Way of Central Illinois

SpringfieldUnitedWay.org

Campaign Coordinator Resources

ECC Campaign Guide Campaign Toolkit

United Way of Central Illinois

SpringfieldUnitedWay.org

Next Steps…