Welcome United Way ECC Training Summit David & Susan McDonald - - PowerPoint PPT Presentation

David & Susan McDonald 2014 Campaign Co-Chairs Regional President, West Penn Power English Instructor, Pitt Greensburg & WCCC

Welcome

United Way ECC Training Summit

Agenda

8:30 – 9 am Presentation: Brush up on the Basics 9 – 9:20 Presentation: Issue-Based Fundraising & Promoting the United Way products 9:20 – 9:35 Presentation: Campaign Best Practices: A Case Study 9:35 – 9:45 Break 9:45 – 10:30 Industry break-out sessions 10:30 – 10:45 Break 10:45 – 11:15 Reports from break-out sessions 11:15 – 11:45 Q&A 11:45 – Noon Closing remarks

Running A United Way Campaign

Brush up on the Basics

Rich Lavrich Director Corporate Development United Way of Westmoreland County

Campaign Best Practices

1. CEO Endorsement 2. Campaign Team

• Co-chair and/or committee

3. Campaign kick-off event

• Leadership events
• WLC campaign

Campaign Best Practices

Incentives

• United Way – “Step ups” & grand prizes
• Internal

Campaign Supplies

• Brochures, posters, pledge forms, tent

cards, sample emails, more

• UnitedWay4u.org/Campaign-Center

Fill out an order form

• Online order form
• Download & print paper form

Communicating your campaign

Make sure you ask!

• Personal is best

Email

• Announce your kick-off, give updates and instructions

Other workplace channels

• Intranet (links to UW web & social media), newsletters,

enewsletters, break rooms & cafeterias, bulletin boards, TVs, company social media pages, voicemail

Campaign Timeline

One - Two Months Prior

• Meet with United Way staff for planning – Goals, strategies, areas
• f growth, challenges
• Contact CEO/management for endorsement
• Form your team

Campaign Timeline

One Month Prior

• Plan a kick-off event
• Plan Leadership events, if

applicable

• Develop your ask method
• Develop other campaign

activities

• Organize internal incentives
• Organize communication pieces

Campaign Timeline

During the Campaign

• Invite staff to kick-off event & host kick-off (see email templates)
• Hold campaign events
• Send reminders to donate (see email templates)
• Personally follow-up with any donors who haven't given
• Thank donors
• Meet with campaign team for review

Campaign Timeline

Ongoing engagement

• Break the “seasonal” cycle
• Volunteer or tour opportunities
• Celebration event in April
• Stay connected through enews – and encourage donors and staff

to do so

• United Way on social media:

Facebook.com/UnitedWayWestmoreland @UWwest

Materials for ECCs

Packet you received today

• Guide to a Great Campaign
• Fundraising Ideas from A-Z
• Partner Agency Code Book
• Sample campaign supplies

Available online

• Unitedway4u.org/campaign-center
• Today’s slides

Issues-Based Fundraising

Promoting the United Way products

Alyssa Cholodofsky, CFRE Director of Community Investments & Donor Relationships United Way of Westmoreland County

What is United Way?

• United Way improves lives by mobilizing the caring power of
• communities. We focus on advancing education, income and health

in Westmoreland County (except the Mon Valley), Fayette County and a portion of Southern Armstrong County.

• To accomplish our goals, we:
• Seek and address the root causes of key issues.
• Provide sound stewardship of resources.
• Are accountable for short-term and long-term results.

United Way “elevator pitch”

United Way is inspiring hope and creating opportunities for a better life for all. We support programs in education, income and health that work to strengthen children and youth, the elderly, families and individuals from all walks of life. Our United Way makes all funding decisions based on local priorities. Programs funded by United Way are closely monitored by volunteers and staff to ensure their success at making our community a better place to live, work and raise our families.

What is the Impact Fund?

• The United Way’s Impact Fund

combines the donations of thousands of people to fund solutions to community issues that impact all of us.

• No other single contribution

supports as many critical human service programs and initiatives that make a difference throughout

• ur community.

Our campaign “products”

Financial Stability

• 2-1-1
• Mothers Making More (M3)

Health

• Faith in Action network & partners

Education

• New community level goal – Third grade reading proficiency
• Pre-K transition work with school districts

Seeing issues in action

Volunteer

• Day of Caring
• Matching your group to a

project Agency tours Enews & social media

• Platform for advocacy

Campaign Best Practices

A Case Study

Robert J Clemens, Ph.D. Vice President and Chief Technical Officer Kennametal Inc.

The importance of planning

Lead by example

• Educate
• Needs of community
• Personal ask

Break the project into manageable pieces

• Goals for each piece
• An owner for each

piece

• Delegate & encourage

further delegation

Momentum

• Events
• Communication
• Support

Thank you

Break-Out Sessions

Yellow – Manufacturing/Service

• Rich Lavrich

Blue – Education

• Carol Demi

Green – Non-profit

• Vinnie Baird

Red – General Industry

• Jackie Johns