welcome united way of tucson and southern arizona 2011 new hire orientation

Welcome United Way of Tucson and Southern Arizona

2011 New Hire Orientation

Community Development

Resource Development

Intranet / Marketing

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Company Overview

Your 2011 Employee Orientation

The President’s Office

Lori CottenExecutive Assistant to the President & CEO

Tony PennPresident & CEO

UWTSA Officers

Neal Eckel, Chair

Durazzo & Eckel, P.C.

Paul Bonavia, Vice-Chair

UniSource/TEP

Alexandra Master-Judge Secretary

Raytheon

Christine McNamara, Treasurer

Handmaker Jewish Services

Tony Penn, President & CEO

UWTSA Standing Committees

Executive Committee act on behalf of the Board as needed between Board meetings . Evaluate and recommend CEO compensation; manage flow of work between Board and Board Committees. Consists of: Chair, Vice Chair, Past Chair, President (ex officio), Treasurer (Finance Chair), Secretary, Board Development Chair, Audit & Ethics Chair, Campaign Chair

Board Development Committee recruit, train, evaluate and nominate Board and Board Committees.

Finance Committee develop and manage annual budget, manage financial resources, evaluate finance controls, monthly review of financial statements.

Audit & Ethics Committee responsible for outside and internal audits, necessary controls to ensure compliance with financial policies, compliance with laws; develop and implement Code of Ethics and Conflicts of Interest.

“President’s office Responsibilities”

Communications and Image Development

Board and Volunteer Development

Staff and Professional Development

Financial Development

Developing a Stronger United Way

“Management of Day-to-Day Operations”

UWTSA Senior Staff Team

Tony Penn, President & CEO

Mary Huerstel, CFO

Hal Levy, Vice President of Leadership & Principal Giving

LaVonne Douville, Senior Vice President of Community Development

Julie Wolfe Beadle, Vice President of Resource Development

Why United Way?

“Building a Better Community For All”

• Education• Income• Health

• These are the basic“Building Blocks” for a better life…throughCommunity Impact

Revenues

• Annual Campaign (workplace, individual giving, government campaigns)

• Grants (Government & foundations)

• Major Gifts• Sponsorship• Misc (rental, program

services & etc)

United WayCommunity Impact

United Way

75+ Partner

Agencies

Education:Child CareAfter-School ProgramsLiteracy Programs

Income:Free Tax Prep/VITAHousing AssistanceFinancial Literacy

Health:Train Elderly CaregiversNutrition TrainingFitness TrainingSenior VolunteersPrenatal CareAlzheimer's Support 100,000 served

Questions?

Thanks &

Welcome Aboard!

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Human Resources

Employment Policies

Equal Employment Opportunity Policy

Underlying the role and mission of United Way of Tucson and Southern Arizona is a firm belief in the dignity of all people. We actively affirm this belief through the UWTSA Equal Employment Opportunity Policy, which states our commitment to equal employment opportunity for applicants and employees at all levels.

Standards of Work

We believe that the standard of quality is maintained in all of its operations from the neatness of our work, appearance of our office and our employees work habits.

Business and Business casual is appropriate attire for this office. Jeans are only permitted on Fridays and certain company sponsored events or occasions. The only tee shirts that may be worn are the “Live United” shirts. Flip flops, shorts, plunging necklines and mini-skirts should never be worn. Supervisors may send employees home for improper attire.

The standard workday is 8:00 a.m. to 5:00 p.m., Monday through Friday with one hour for lunch and a fifteen-minute break each morning and afternoon. Excessive absenteeism and a record of poor punctuality can be the basis for the initiation of disciplinary actions towards the employee, including termination of employment.

Please notify the Receptionist when leaving the building.

Employment Status

Conditional Employment Status occurs during the first six months of employment and then may be granted regular employment status.

Exempt

Exempt employees are paid an established annual salary amount, and are expected to work the number of hours necessary to accomplish their assigned duties without overtime compensation.

Non-Exempt

Non-exempt employees are paid on an hourly basis and will receive time and one half for hours worked over 40 hours per workweek (Sunday at 12:00 a.m. and ending Saturday at 11:59 p.m.)

OVERTIME MUST BE APPROVED BY YOUR SUPERVISOR PRIOR TO WORKING.

Drug and Alcohol / Substance Abuse Policy

UWTSA provides a Drug-Free Workplace for our employees and as such prohibits the abuse of alcohol and illegal drugs in our workplace.

While on the premises, the possession, purchase, sale, distribution, manufacture, or condition of being under the influence of a controlled or mind-altering substance is a violation of this policy and strictly prohibited. "Controlled substance" refers to narcotics or any other mind-altering substances including any other substance prohibited by law.

Reporting to work under the influence of alcohol or any other substance that is capable of altering the user’s judgment, perception or mood, or of impairing the user’s physical reactions is a violation of this policy.

Any employee in violation of this policy will be subject to disciplinary action up to and including termination.

Sexual Harassment &Discrimination Policy

UWTSA provides a work environment free of harassment and intimidation. Employees are entitled to a working environment free of verbal, physical, sexual or visual forms of harassment or intimidation. It is our commitment to prevent any workplace behavior of these types toward employees, volunteers, donors or donor groups, vendors, or any other United Way constituencies on the basis of age, race, color, ancestry, country of origin, disability, ethnicity, marital status, familial status, veteran status, gender, religion, sexual orientation or gender identity.

Immediately report any harassment issues to your supervisor or to Human Resources.

Solicitations, Distributions, and Use of Bulletin Boards• Employees may not solicit or distribute literature to any other employee

during working time.

• Persons not employed by United Way may not solicit United Way employees on the premises, unless related to United Way sponsored employee benefits plans or other United Way events.

• All employees are expected to check bulletin board periodically for new and/or updated information and to follow the rules set forth in all posted notices. Employees are not to remove material from the bulletin board.

• All posted material must have prior authorization from the division manager and must include the posting employee’s name.

• As a 501(c)3 not-for-profit organization, United Way is expressly prohibited from participation or intervention, directly or indirectly, in any political campaign on behalf of or in opposition to any candidate for public office. As agents of United Way, employees are also prohibited from this activity.

Conflict of Interest

Employees must avoid all situations in which there is an actual or potential conflict of interest. These include but are not limited to the following:– any activity or outside interest which conflicts or appears to conflict with

the best interest of United Way.– travel, entertainment and related expenses are incurred on a basis

consistent with the mission of United Way and not for personal gain.– any gift, gratuity or favor in the performance of United Way duties.– selection of staff, consultants or vendors who are relatives or friends that

adversely affects the appearance of impartiality.– participation or intervention, directly or indirectly, in any political campaign

on behalf of or in opposition to any candidate for public office.

An employee is required to notify his/her supervisor immediately if a potential conflict arises.

No staff member will become identified closely with any local human service provider receiving unrestricted United Way funds in matters of policy formulation or program direction, except upon approval of the President/CEO and Board Chair.

Medical Benefits

UNITED HEALTHCARE MEDICAL

Base Plan* Buy Up Plan*

Deductible $2000 Deductible $1000

EMPLOYEE ONLY $ 7.53 $ 19.91

EMPLOYEE & SPOUSE $173.28 $199.28

EMPLOYEE & CHILD(REN) $158.22 $182.97

EMPLOYEE & FAMILY $339.03 $378.64

Eligibility--First of the month after 30 days of employment

( A vision exam is included with the medical insurance – ask Lynn)

*COST PER PAY PERIOD

(PLEASE SEE SUMMARY OF BENEFITS HANDOUT)

Dental Benefits

PRINCIPAL DENTAL

Low Option Plan* High Option Plan*

EMPLOYEE ONLY $0.00 $4.87

EMPLOYEE & SPOUSE $9.45 $19.83

EMPLOYEE & CHILD(REN) $8.93 $17.86

EMPLOYEE & FAMILY $19.27 $34.11

Eligibility--First of the month after 30 days of employment

(Vision discounts are included with our dental insurance – ask Lynn)

*COST PER PAY PERIOD

(PLEASE SEE SUMMARY OF BENEFITS HANDOUT)

Life/Long Term Disability

Life• Eligibility—One year after employment• 2 X Annual salary up to $300,000• Accelerated Life Amount• 100% paid by United Way of Tucson and Southern Arizona

Long Term Disability• Eligibility—One year after employment • Elimination Period 180 days• 60% of covered earnings up to $7,000 per month• 100% paid by United Way of Tucson and Southern Arizona

Additional Benefits

BASIC – HEALTH REIMBURSEMENT ACCOUNT (HRA)Available to everyone on our Medical PlanReimburse medical co-pays and deductibles by calendar yearFirst $500 is the employees responsibilityCo-Pays and Deductibles over $500 up to $4000 are reimbursed

BASIC – FLEXIBLE SPENDING ACCOUNT (FSA)Employee can have up to $1000 deducted from their check pre-taxfor medical, dental, vision and/or $5000 dependent care in a calendar year

EMPLOYEE ASSISTANCE PROGRAM (EAP)

SUPPLEMENTAL INSURANCE --AFLAC

Retirement Plan 401(k)

United Way’s retirement plan is comprised of two parts:

1. The Money Purchase Plan is a non-elective employer contribution, wherein United Way of Tucson and Southern Arizona automatically credits an eligible employee’s retirement account with 4% of the employee’s gross annual salary up to a maximum contribution or $1,000 per employee per year.

2. The 401(k) Match Plan is United Way will match the employee’s contribution to his/her retirement account at the ratio of 1:2 (i.e., 50 cents on the dollar) up to a discretionary maximum(5%) approved prior to each plan year by the Board of Directors.

Vesting Schedule

Your “vested percentage” in your account attributable to your fixed, matching and profit sharing contributions is determined under the following schedule and is based on vesting Years of Service:

Years of Service Vested Percentage

Less than 1 0%

5 100%

• To earn a Year of Service, you must be credited with at least 1,000 Hours of Service during the plan year (Jan 1 – Dec 31).

• Additional information regarding eligibility requirements, plan entry and change dates, and other facets of the plan is available in the Summary Plan Description and from HR.

Holidays and Paid Time Off

Holidays

New Year's Day Labor Day

Martin Luther King Day Thanksgiving Day

President's Day Friday after Thanksgiving

Memorial Day Friday before & Monday after Christmas

Independence Day

Eligibility--Immediate

1st year 12 days per year

2nd/3rd 20 days per year

4th/5th 25 days per year

6th+ 30 days per year

Begins accruing immediately but can not use until 90 days

*Accrued based on hours paid, see policy for details

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Facilities

Facilities Issues

• If there is a problem with the building (plumbing, electrical, lighting. keys, etc.) or parking lot, please contact Lynn Galfield x141.

• If Lynn is not available, please contact a member of the Facilities Committee: Janet Averitt, Mike Vogt, Bruce Ayers, DoriAnn Smoke or Nancy Hayes

• You will be given a key to the building, an alarm code and will be shown how to disarm the security alarm.

• Repairmen may require access to the roof. The key is stored at the front desk in the drawer.

• The key for the Fire Alarm Cabinet and Pull Boxes is stored at the front desk in the drawer.

Emergency Procedures

• These procedures apply when the fire alarm sounds or it becomes necessary to evacuate the building for any reason.

• Individuals in Resource Development, Finance, President’s Office and the Boardroom should exit through the front lobby via the stairs. Please go directly to our covered parking area.

• Individuals in the other areas of the building should exit via the stairs next to Kathy Wilson’s office. Please use the walkway between the Santa Rita and Catalina buildings to make your way to our covered parking area.

• If there are safety/emergency personnel in the courtyard at the time of evacuation, all personnel must follow their instructions, which supercede these procedures.

Cubicle/Office Guidelines

• Individual decoration of your space is encouraged as long as it is clean and well organized.

• Pictures, posters, plaques, etc. may be hung from walls with hangers specifically designed for that purpose. Please do not tape anything to the hard walls or lean anything against them (i.e. folding tables, chairs etc.), as this will damage the paint.

• Items of a personal nature such as post cards, news clippings, etc. should also remain inside the cubicle or office.

• We are also legally bound by ADA & OSHA guidelines, so please make sure there is clear and easy access into and within your area to meet those guidelines.

Kitchen Guidelines

• Please do your part to clean up, and put away any personal items that you use/have in the kitchen. Do not leave them out on the counter or in the sink.

• Please see that any items used by your department during meetings are cleaned up and put away immediately following the meeting. If there is leftover food that you wish to share with the rest of the employees, please make sure that all is cleaned up and put away or thrown away by the time you leave for the day.

• Please be considerate of other people who may need to use the refrigerators. Bring only what you will need for the week. Any food/drinks left over from meetings should be disposed of within a week after the meeting. All items in the refrigerator will be purged periodically (regardless of whether or not they are labeled) so that the refrigerators may be cleaned.

The Community Resource Center is home to an assortment of community service providers:

CATALINA BUILDINGUnited Way of Tucson & Southern ArizonaEaster Seals - Blake Foundation Child Achievement CenterAFL-CIO Labor OfficeMicrobusiness Advancement Center

TORTOLITA BUILDINGPima County One-Stop Career Development ServicesASU School of Social Work

SANTA RITA AND SENTINEL BUILDINGSCity of Tucson Community Service, Housing Management DivisionCity of Tucson Neighborhood Resources

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Finance

Board Approved Policies and Procedures

• Purchasing Policy

• Business Related Expense Policy

• Code of Ethics/Whistleblower Policy

All policies can be found on \\Filesrv\public\H_R\Policies & Procedures\Operational Procedures and General Information\Board and Committee Approved Policies

Purchasing Policies

Purchasing Policy

• Purchasing Policy Objective:• to commit the organization’s funds in an orderly and planned process, and within

the approved budget. • To ensure that we comply with regulations and grant requirements.

• Purchasing policy and purchase order form are on the Intranet under Financial Documents

General Ledger Coding Procedures

• GL codes and department codes

The correct GL coding will include the following:

Fund Code – GL Code – Department – and Grant code where applicable or 0000 where there’s no grant code

As an example:

7 – 8510 – 018 – 78 indicates the following:

7 - Federal funds

8510 - Office Supplies

018 - FFK Department

78 - Youth Compassion Grant

A list of General Ledger codes, department, and grant codes can be found on the Intranet under Financial Documents.

Other Miscellaneous Items

• Copier Codes

You will be assigned different copier codes to be used when allocation expenses to a department and/or grant. Please make sure the correct codes are used when charging expenses since this will affect department budgets and grant expenditures.

• Corporate Credit Card

The corporate Credit Card is available for purchases where writing a check is not an option. The same procedures as with check requests must be followed. A purchase order will need to be prepared and authorized before using the credit card.

Business Related Expense Policy

Businesses Related Expense Policy

• Policy and reimbursement form on intranet

Expense Form Used For:

• Meals

• Mileage and parking

• Conferences and out-of-town travel excluding registration fees

• Do NOT use for memberships, supplies etc

Receipts

• Receipts must be provided except for tips (maximum 17%) and usual circumstances (such as public transportation)

• Meal receipts should be detailed (including food and drinks ordered)

• Advance approval below director level if a guest accompanies staff member

• No alcoholic beverages without approval of the President

Business Related Expense Policy, con’t.

Deadlines

• Within 30 days of month end

• Will NOT be reimbursed for expenses not submitted within 90 days of incurring the expense

Mileage:

• Reimbursed at IRS rate

• Auditors require that documentation of mileage be attached to reimbursement request – Google Maps, Mapquest etc

• Common destinations are documented on the intranet

• Parking and other traffic violations will not be reimbursed

• You are required to submit proof of insurance and a driver’s license to receive mileage reimbursement

Local Mileage for Trips to/from Work

• How does it work?

Number of miles driven in excess of the number of miles involved in the individual’s daily commute (round trip) for work.

WORKPROSPECT 1

PARTNER AGENCY

PROSPECT 2

NOT REIMBURSABLE REIMBURSABLE

Code of Ethics/Whistleblower Policy

• On the intranet under HR policies

• Signed by employee upon hire

• Report any known or possible breaches to your supervisors or HR

• Whistleblower protection

• Provides protection against retaliation by any employee who, in good faith, has made a protest or raised a complaint against a United Way practice or employee on the basis of a reasonable belief that the practice is in violation of law or a clear mandate or public policy, regardless of whether or not the report is sustained

• Reports are confidential

• Should be directed to the CEO, Board Chair, Treasurer or Audit and Ethics Committee Chair

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Women Leading United (WLU)

• Enhancing women’s engagement in philanthropy and ability to be catalysts for Advancing the Common Good

• Mission: Celebrating the power of women uniting together to act, connect and inspire

• Power of the Purse

• Membership: $1,000+

Information:

Hal Levy Julie Wolfe Beadle520.903.3935 520.903.3975hlevy@unitedwaytucson.org julie@unitedwaytucson.org

Young Leaders Society (YLS)

• Young professionals seeking to Connect, Serve and Lead

• Monthly events from networking to community services to leadership development workshops

• Membership: $500+ and in your 20’s, 30’s or 40’s

Information:

unitedwaytucson.org/yls-activities

Ali Fink or Karla Bernal520.903.9000youngleaders@unitedwaytucson.org

United Way Inclusion Council (UWIC)

• Improving diversity

• Knowledge of governance of non-profit boards

• Mission: develop, connect and promote our community through the power of inclusion

• Annual 3 day training – graduates referred to Board of Directors throughout community

Information:

Candace McIntosh520.903.3915cmcintosh@unitedwaytucson.org

Alexis de Tocqueville Society

• Recognizes leaders and volunteers who have devoted time, talent and funds

• Member philanthropists demonstrate outstanding commitment to improving our quality of life

• Membership: $10,000+

Information:

Hal Levy520.903.3935hlevy@unitedwaytucson.org

Leadership Giving Society

• Members invited regularly to special events with business and public sector leaders

• Incredible networking, volunteering, advocacy opportunities

• Membership: $500+

Information:

Caitlin Dixon520.903.3907cdixon@unitedwaytucson.org

Planned Giving and Loyal Contributors

• Planned Giving

–For donors who seek to contribute their good works in perpetuity

–Most popular are bequests in will naming UWTSA as beneficiary of % of estate

• Loyal Contributors

–Donors who have given to UWTSA 15+ years

Information:

Hal Levy520.903.3935hlevy@unitedwaytucson.org

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Environment

•We recognize it is important to have the right tools to do your job. Your IT environment is important to us and we want to ensure you have the tools to get your job done efficiently yet cost effectively.

•We have a number of servers. All data should be stored on a server so that it will be backed up and you have protection in case of hard drive failure.

•Each person has a personal folder on the “Filesrv” server that is named with their first initial, last name.

•We have an exchange server running Outlook and use Microsoft Office

•Key databases are in Rainbow (donors, agencies and volunteers), MIP (financial records), CTK (agency program reporting).

Help desk

• Our IT Director is Kevin Hendricks he oversees all IT functions.

• We outsource some of our helpdesk to EC Group. They send a rep out 3 times a week.

• First, try rebooting your computer, this solves many issues. Also each department has a “power user” they can go to for minor items.

• To log an issue, send an e-mail to support@unitedwaytucson.org and a power users will respond as soon as possible.

• They addresses issues with internet, workstations, printers, servers, e-mail and minor issues with phones and Rainbow/MIP (i.e. login doesn’t work).

• See Krissy, Nancy or Kabir for Rainbow questions. Oscar or Ernestina for MIP questions, MIP is our accounting software.

Copier

• Copier in main copy room.

• You will be issued a user code. If you have work charged to multiple grants or departments, you will need more than one code.

• Copier can be used as a printer for major (100+) print jobs from your computer. Notify everyone in advance if you will be using the copier for a long period of time.

• Color copies are expensive!! Use sparingly and only when necessary.

• Joy or DoriAnn are the contacts for any issues with the copier.

• More than 1,000 copies should be sent out to a print shop. Joy can help you with suggestions where we have accounts.

Telephones• Each person is set up with an extension and a voice mail box.

• Your voice mail can be set up to be delivered to your Outlook as an e-mail which you can listen to. Send a request to Claret if you would like this feature.

• You can reach your voice mail from outside the office by dialing the main number, then extension 102. You will then be prompted for your extension and password and will be able to access all the features you can from inside the office.

• Your password for a new voice mail box is 1234. To access your voice mail, enter #. You will then be prompted for a password and taken through the menu to set up your voice mail.

• Under option 7, you can set your voice mail for when you are away. Please set up a message whenever you are out of the office to let callers know who they should reach if urgent.

PDA’s, Smartphones

• United Way does not provide PDA’s or Smartphone for staff.

• United Way supports syncing of your personal PDA or Smartphone. This means you will need to send a request to Support@unitedwaytucson.org and a power user will help you set it up. This is a very low priority request. And will be handled when time allows.

Outside access

• Outside access to Outlook is available through Outlook Web Access to exempt staff.

• See your supervisor if you would like access to Outlook from outside the office. There is a form to sign with directions.

• If you need to access other files or programs from outside the office, see your supervisor also.

• Outside access is to be used for official United Way purposes only.

Email, Internet, Voice Mail and Telephone Usage Policy

• Part of personnel policies

• These items are the property of United Way and United Way has the right to retrieve and review any messages or files.

• Personal use is not expressly prohibited but limited to non-work hours and must not interfere with productivity.

• System-wide (“everyone”) emails must be approved if not clearly and directly related to UW business and relevant to everyone.

• See list of prohibited items. Jokes and non-job graphics should not be distributed to your co-workers.

• We do not allow streaming of video or music due to the load this places on our internet band width.

Cell Phones

• United Way does not provide cell phones for staff but a small ($15/month) stipend is available if you use your cell phone extensively for work. Please see HR with your request.

• Use discretion for excessive personal calls which can be distracting to others. Encourage to limit to no more than one personal call per day.

• Refrain from using your cell phone while driving. Under no circumstances are you allowed to place yourself at risk to fulfill business needs.

Confidential Information

• By nature of your work, you will have access to personal information about donors, clients or agencies.

• All employees are responsible for protecting any and all confidential information. It should not be discussed with anyone outside the organization, and only discussed within the organization on a ‘need to know’ basis.

• This includes amounts and/or sources of contributions, committee memberships, residential contact information, employee status and/or salaries.

• Release of employee information is prohibited except hire date, termination date and position held unless designated in writing and can then be released only by HR.

IT Committee

• Currently under construction

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

Community Development Orientation

Strategic Plan

A single strategic goal:

Achieve measurable impact on the three defined impact areas:

EDUCATION

INCOME

HEALTH

Focusing for Community Impact: Using Sources of Information to Help Make Decisions

Four Strategic Impact Groups• First Focus on Kids• Youth Development Coalition• Supporting Seniors Coalition• Financial Stability Partnership

Membership – Broadly representative of the community• Volunteers• Agency representatives• Subject experts• Funding partners• Consumers

United Way of Tucson and Southern Arizona

How are we organized

Focusing for Community Impact: Using Sources of Information to Help Make Decisions

Roles of Strategic Impact Groups:

–Convene work groups around each impact target

–Build collaborations/coalitions

–Provide and analyze data

–Conduct strategic planning

–Measure outcomes/results

–Serve as public policy advocates

–Educate and communicate around issues

–Provide direct funding of agencies/programs

–Leverage additional resources

–Build community and create local networks

Strategic Work Group Responsibilities

• Identify Desired Long-Term Results

• Select Areas for Strategic Action

• Design and Implement Strategies

• Build Partnerships

• Measure Results

Center for Community Leadership and Community Impact Lab

SGM - Case for Support - Draft 79

Measurable impact to address root causes• Increase the number of children entering school ready to

succeed in school and life• Increase the number of youth participating in quality,

structured after-school programs so that they will be ready for college work and life

• Increase the number financially stable families• More dependent seniors will maintain or improve their

day-to-day living • More self-sufficient seniors will lead active, productive

United Way Focus

First Focus on Kids Financial Stability Partnership Youth Development Coalition Supporting Seniors

CREATING THE OPPORTUNITIESFOR A GOOD LIFE FOR ALL

BY FOCUSING ON:

READY TO LEARN

SAFE AFTER SCHOOL

ADULT AND SENIOR LIFE LONG LEARNING

FINANCIAL TRAINING

JOB TRAINING &INCOME SUPPORTS

SAVINGS AND ASSET DEVELOPMENT

NUTRITION EDUCTON

HEALTH ACCESS

FAMILY AND ELDER ABUSE PREVENTION

SENIOR VOLUNTEERISM

FOCUS AREAS

HELPING PEOPLE ACHIEVE THEIR POTENTIAL

PROMOTING FINANCIALSTABILITY AND INDEPENDENCE

IMPROVING PEOPLE’S HEALTH & WELLBEING

What We Do…

EDUCATION INCOME HEALTH

• CHILDREN ENTERING SCHOOL READY TO LEARN AND SUCCEED

- Improving the quality of childcare centers

- scholarships for childcare teachers to enhance their education

- Early literacy- Parent Training

• YOUTH ARE IN SAFE PLACES AFTER-SCHOOL WITH CARING ADULTS

- Expanded after-school programs

- Improved quality for better learning

- Job growth and development

• SENIORS PARTICIPATING IN LIFELONG LEARNING OPPORTUNITIES

- Effective retirement strategies

- Expanded volunteer /learning opportunities

• ACCESS TO INCOME SUPPORTS FOR HARD WORKING FAMILIES

- Access to programs to help families meet their financial needs

- Expanded access to income supports at work and in the community

• GREATER SAVINGS AND ASSET DEVELOPMENT

- Helping the “unbanked” develop a banking relationship

- Individual development accounts to help families save and build assets (home ownership, education , small business)

• FINANCIAL LITERACY FOR YOUTH, ADULTS AND SENIORS

- Financial education available for everyone to help people, budget, improve their credit and avoid inappropriate financial products

• ACCESS TO HEALTH CARE- SNAP benefit access- Access to health care for all

children- Public benefit outreach and

eligibility screening for seniors and adults

• NUTRITION EDUCATION, ORAL HEALTH AND PHYSICAL FITNESS

- Nutrition education in child care , family homes, and after school programs

- Expanded physical education activities in child care centers and schools

- Dental; screening and prevention for children

• SENIOR HEALTH- Increased volunteer

opportunities for seniors to help keep them active and healthy

- Support for senior care givers - Support for Vulnerable Seniors in

their home

• FAMILY SUPPORT• Home Visitation for Parents• Guidance on raising healthy

children

EDUCATION INCOME HEALTH

CREATING THE OPPORTUNITIESFOR A GOOD LIFE FOR ALL

BY FOCUSING ON:A

dWhat We Do…

Improve Lives

Implement strategies to change community conditions

Target media towards results, action and advocacy

Fund Community impact Partners focused identified issues

Recognize donors for partnering with UW to make a difference

Through CRM develop relationshipswith donors

Raise resources for Impactall year round

Implementation of the Plan

Focus on root cause issues

Link donors to impact strategies and results

Report results for Kids, families and seniors

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

United Way invites donors to engage in a lifelong partnership through our Continuum of Caring which offers three charitable giving choices:

• Workplace Giving

• Leadership Giving

• Tocqueville Society

Numerous ways to give

• Payroll Deduction

–Option where a certain amount is deducted out of your paycheck throughout the year. This is the easiest and most preferred way to make a large gift.

• Check / Cash

• Credit Card

• Bill me at home

This is usually the beginning point for employees to start a long term relationship with United Way.

How does Resource Development apply to me?

• Community Impact messages in the workplace = loyal contributors and companies

• Cross functionality

• All relationships can help move our work forward

Remember that UWTSA also conducts a leadership giving and workplace campaign internally!

Workplace Giving

These campaigns benefit many agencies, employees and the community by:

• Making it easy for employees to give through payroll deduction, which is made over the course of a year

• Maximizing the impact of giving by investing in the United Way Community. Our Community’s Impact Fund lets you make one gift that supports Education, Income and Health

• Educating employees and organizations about community issues allowing them to make informed decisions about their giving

Workplace campaigns are an organized effort to ask employees to contribute to local charitable organizations and programs

Workplace Giving

These campaigns benefit many agencies, employees and the community by:

• Ensuring community charities get the support they need. Someone you know has been helped by United Way.

Workplace campaigns are an organized effort to ask employees to contribute to local charitable organizations and programs

Leadership Giving

Pioneer $500 - $999 Bronze $1,000 - $1,499

Silver $1,500 - $2,499 Gold $2,500 - $4,999

Platinum $5,000 - $7,499 Diamond $7,500 - $9,999

Tocqueville $10,000 +

United Way's Leadership Giving Society recognizes the outstanding generosity and commitment of individuals and organizations through their gift of $500 or more annually. Their leadership sets the example to inspire others.

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

Employee IntrAnet:

• A Library of resources for every United Way of Tucson and Southern Arizona (UWTSA) team member.

UWTSA IntErnet:

• A Library of resources for our United Way(UWTSA)

UNITED WAY BRAND IDENTITY

United Way brand identity is the tangible expression of what we stand for.

It symbolizes…

• what we do

• how we do it

• why we are a beacon of trust and goodwill throughout the communities we serve.

BRAND VALUE

• The United Way brand is valued at more than $34 billion dollars

BRAND IDENTITY

Includes…

• Brandmark (logo)

• Typography (Meta font)

• Color palette

• Other visual elements

BRAND CHARACTERcaring

innovative+

trustworthy+

inspiring+

dynamic+

result oriented

BRANDMARK

The most fundamental visual element of a brand identity is its brandmark. The United Way brandmark signals a change for a new approach to the future while preserving the heritage of our past.

OLD LOGO

NEW LOGO

One Color Usage – Only Black and UW Blue

<UNACCEPTABLE USES

Brandmark: Special Usage

STRETCHED LOGO = A SAD LOGO

Tagline: Lockup Treatment

Localization & tagline together

META FONT

The primary font in the United Way brand is Meta. Meta is a simple and clean font that conveys a humanistic and caring, yet professional tone. •Meta Book Roman

•Meta Book Italic

•Meta Bold

•Meta Bold Italic

TRADE GOTHIC CONDENSED

NEW with the launch of the LIVE UNITED®

campaign, Trade Gothic Condensed has been added as a headline font. It should be used sparingly in marketing communications to draw attention to important text.

Other Fonts

• Arial FontArial is an acceptable substitute for Meta only when Meta is unavailable. Arial can also be used in correspondence, word-processed documents, text in publications, PowerPoint™ presentations and for narrative text on websites.

• Times New Roman FontTimes New Roman is a classic serif font that may be used in correspondence, word-processed documents or for text in publications, but should not be used in headlines or subheads.

• Consistent appearance of the brandmark and all visual communications and materials.

• Using colors consistently in all communications will strengthen brand recognition, create impact and differentiate our programs.

• The United Way color palette is comprised of colors used in the United Way brandmark.

UNITED WAYCOLOR PALETTE

Brand with LIVE UNITED® TAGLINE

• Our tagline is LIVE UNITED®

• The tagline should be used on all marketing communications, including all print materials.

• The tagline must always appear with the United Way brandmark. The tagline always appears in all upper case, Trade Gothic Bold Condensed Twenty typeface, followed by the Registered Symbol (®). Do not use Meta for the tagline.

LIVE UNITED®

• Do Not use “LIVING” in LIVE UNITED– it’s always LIVE UNITED (do not use any other tense).

• United Way logo should always accompany LIVE UNITED

• LIVE UNITED needs to be ®• Education, Income and Health- the building

blocks of a good life (not for a good life). • Spell out numbers one through nine; for 10 and

up, use Arabic numerals. • Spell out numerals that start a sentence:

Twenty-seven chimpanzees wearing Halloween masks robbed a supermarket.

• Southern Arizona: when being used as a proper noun, capitalize: United Way of Tucson and Southern Arizona. Also when it is being used as an identifier, Advancing the common good in Southern Arizona.

• Lowercase “spring,” “summer,” “fall” and “winter” and derivatives such as “summertime” unless part of a formal name: the Winter Olympics.

• Unnecessary capitalization= bad! • Dates: always use Arabic figures, without st, nd, rd or th. • Do not use Harvard (serial) commas. Use commas to separate

elements in a series, but do not put a comma before the conjunction in a simple series: The flag is red, white and blue. He would nominate Tom, Dick or Harry.

• Use a hyphen for compound adjectives before the noun: well-known actor, full-time job, 20-year prison sentence. Do not use a hyphen when the compound modifier occurs after the verb: The actor was well known. Her job became full time. He was sentenced to 20 years because of his involvement in the great chimpanzee robbery of 2009.

• Questions? Ask me.

LIVE UNITED®

Email Signature

Company Overview

Facilities

Finance

Major Gifts

Internal Committees

Affinity Groups

Internal Committees

UWTSA Internal Committees

• Green Team

• Wellness Committee

• Power Users / IT

• F.E.S.T. Committee

• Internal HR Committee

welcome united way of tucson and southern arizona 2011 new hire orientation

board development chair

president ceo uwtsa

stronger united way

employee orientation

presidents office slide

image development board

board committees

vice chair

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