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United Way of Greater Atlanta

EMPLOYEE ENGAGEMENT CHAMPION TOOLKIT

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INTRODUCTION Whether this is your first time as an Employee Engagement Champion (EEC) or you’re a seasoned veteran, this guide will help

you engage your employees and maximize community impact through your partnership with United Way of Greater Atlanta.

We encourage you to take advantage of the materials provided and know that the United Way team is ready to support you in

achieving your goals.

WHY UNITED WAY It takes a broad-reaching movement to drive far-reaching change. We know that no one organization or individual solves

complex issues like homelessness or unemployment single-handedly; and such issues are not solved overnight. It takes a

movement. That’s why United Way works with more than 720 organizations and businesses and trains over 1,350 individuals on

ways they can help children, families and communities across Greater Atlanta thrive.

This movement is more than United Way. We now have 266 champions, made up of cross-sector leaders that are committed

to removing barriers that currently allow a zip code to define a child’s destiny. Creating opportunities for all can only be

accomplished through collective action.

MAXIMIZE COMMUNITY

IMPACT

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MAPPING SUCCESS

Communities that can say, “all the children

are well,” have babies born healthy, kids

who read proficiently by 3rd grade and

teens who graduate from high school ready

for college and careers. These are kids that

grow up in communities where people are

educated, employed, and housed.

United Way’s focus is to ensure every child,

family and community has the opportunity

to thrive.

Our goal is to raise the overall Child

Well-Being Score across Greater Atlanta’s

13-county region from 58.9 to 68.9 by 2027.

With this change, we’ll be improving the

lives of 250,000 children.

Levels of Child Well-Being

Very Low Average Very High

85

85

75

75

20

20

285

575

675

985

THE CHILD WELL-BEING MOVEMENT An Overview

2027

2018

2016

68.9

61.8

58.9

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Section 2

EMPLOYEE ENGAGEMENT CHAMPIONS (EECS)United Way EECs serve as leaders within their respective companies to engage colleagues in building a stronger community by planning, organizing, and coordinating successful employee engagement through partnership with United Way of Greater Atlanta.

The Role of an EEC during campaign and throughout the year:

• Work closely with your United Way staff to develop your

strategic engagement and fundraising plan

• Work closely with your organization’s leadership to gain

support and execute strategies

• Join, participate, and share in the EEC Facebook group

• Recruit a team of ambassador volunteers to assist your

efforts

• Plan employee fundraising, engagement, and/or

employee recognition events

• Promote United Way, and the impact achieved,

throughout your organization

• Team up with internal engagement groups to build

stronger momentum for your efforts

• Educate your co-workers about the Child Well-Being

Movement

• Encourage volunteerism among your co-workers, organize

volunteerism projects

• Spotlight employees that are doing great things in your

communications

• Thank your donors and volunteers throughout the year

• Publicize your results

• Evaluate and make recommendations on how United Way

can improve

“United Way’s tools and resources make it easy to

engage employees in giving back and volunteering

in their communities to effectively support

Child Well-Being in Greater Atlanta. As a result,

we are seeing an increase in year-round

engagement and employee morale.”

– Daffany Murphy, Enterprise Holdings

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Section 3

ENGAGE YOUR EMPLOYEES YEAR-ROUND

…To you, the EEC• Career-building skills

• Networking opportunities

• Recognition within your organization

• Expert knowledge of the value of supporting the Child Well-Being Movement

…To your organization• Creates a bond of interest between

employer and employee

• Corporate recognition

• Improved customer relations and loyalty

• Unique engagement and leadership opportunities for employees

…To the community• Advance the Child Well-Being

Movement, improving the lives of

children, individuals, and families

throughout our 13 county

• Expanded avenues for community

outreach

WAYS TO ENGAGE EMPLOYEES YEAR-ROUND At United Way of Greater Atlanta, we have the capacity to

engage your employees and relay the impact of their support

by connecting them to United Way work in our community in a

number of ways. From year-round activities via volunteerism

and events, to our dynamic affinity groups, there is a place for

everyone to become involved in improving child well-being.

Work with your United Way Corporate Relations Manager

to develop a customized strategic year-round engagement

calendar that achieves your goals for community leveraging

United Way’s subject matter experts.

BENEFITS OF PARTNERSHIP:

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Volunteer Activities Focused on Advancing Our Mission

United Way’s volunteer projects – corporate and community – focus on work that advances the mission of improving Child Well-Being. That means projects are aimed to advance 3rd grade reading proficiency, middle school STEM skills, and job readiness, among other things.

It’s important to encourage volunteerism. Many times, it takes an individual seeing what United Way does in the community in order to feel more connected.

Volunteerism resources are available on the United Way of Greater Atlanta website at https://www.unitedwayatlanta.org/volunteer/ Your teams can join in on the organized community -wide opportunities. They are listed at https://www.unitedwayatlanta.org/upcoming-volunteer-opportunities/ You can organize a volunteer project for your company by completing a simple intake form at https://www.unitedwayatlanta.org/organize-a-volunteer-opportunity/

Section 3

ENGAGE YOUR EMPLOYEES YEAR-ROUND

MARKETING AND COMMUNICATION IDEAS

There are many ways to communicate with your organization’s employees

throughout the year. Work with the United Way staff to develop a plan that is unique

to your organization. Some examples of things that can be provided include:

• Monthly or quarterly emails to all employees and senior leaders

• Blurbs for intranet or social networks

• Digital signage or other digital assets

•Posters,flyers, table tents

•Other custom communications

VOLUNTEER RESOURCES

VISIT THE ENGAGEMENT TOOLKIT FOR DOWNLOADS.

https://www.unitedwayatlanta.org/engagement-toolkit/

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LEADERSHIP GIVING United Way of Greater Atlanta provides a perfect platform to give, advocate and volunteer through leadership giving societies and affinity groups. Behind all of our work, there are people we count on to help improve the well-being of our children, families and communities.

The different leadership giving societies and affinity groups are one of the main platforms that allow individuals to live out their life of service.

United Way of Greater Atlanta’s Tocqueville Society – the largest in the United States – is a committed leadership group, donating $10,000 or more annually. Members make a measurable and sustainable impact on child well-being in Greater Atlanta through the connected efforts of their philanthropy and influence.

Learn more about Tocqueville.

Cole Women United (CWU) was established in 1999 by three respected Atlantans: Ann Stallard, Anne Kaiser and Dr. Johnnetta B. Cole. CWU is a large and active group of donors who roll up their sleeves to tackle important quality-of-life issues affecting families in the Greater Atlanta community. There are currently more than 3,000 members who have invested more than $4.5 million to United Way of Greater Atlanta.

Learn more about Cole Women United.

Exclusive to United Way of Greater Atlanta, The Ivan Allen Circle is reserved for members of Tocqueville Society who contribute $25,000 or more annually.

Learn more about Ivan Allen.

Tocqueville Women United (TWU) seeks to improve their community through advocacy, volunteerism and a financial commitment to United Way.

One of TWU’s largest recent accomplishments was to lead the statewide campaign to raise awareness and funds to mobilize voters to adopt Amendment 2 for the Safe Harbor for Sexually Exploited Children’s Fund. Through its efforts, the amendment passed with 83% of the vote and provides transformative care and services for child victims of sex trafficking.

Learn more about Tocqueville Women United.

The Cole Society is named in honor of Dr. Johnnetta B. Cole, a community champion and former president of Spelman and Bennett colleges.

The Cole Society includes any donor giving $1,000 to $9,999 annually to United Way.

There are currently more than 8,000 Cole Society members who have invested close to $13 million in Greater Atlanta, leading the way in making a real, measurable impact on issues that matter most. Cole Society members play a critical role in community-focused philanthropy.

Learn more about Cole Society.

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African-American Partnership (AAP) is a group of donors with a shared affinity for philanthropy, leadership and service.

The mission of AAP is to positively impact the community by increasing the number of African-American leadership donors engaged in United Way of Greater Atlanta’s mission. AAP engages members through volunteerism, advocacy, and offers ongoing opportunities for personal and professional development. There are nearly 1,000 members who contribute more than $2.2 million annually to United Way of Greater Atlanta.

Learn more about AAP.

United Way of Greater Atlanta’s Young Professional Leaders (YPL) is a compassionate, committed group of individuals (ages 40 and under) who contribute $500 or more annually. Members dedicate their time to engaging the next generation of leaders in Greater Atlanta by cultivating and growing the spirit of philanthropy, community advocacy, volunteerism and leadership.

Over the last 3 years, dollars raised by YPL have helped fund several Kids Home Initiative locations in Clayton County. In addition, YPL launched Tech Up, an initiative created to assist students in under- privileged communities with understanding the fundamentals of using a computer, safety protocols and how computers can be used for everyday functions.

Learn more about YPL.

LINC (Lead. Impact. Network. Change.) is an energized group of individuals, 30 and under, who are passionate about making Greater Atlanta a better place while having fun and meeting awesome people. LINC delivers unique events and experiences for people to elevate their community, connections and social calendar through volunteerism and personal development.

LINC is part of a national network and currently operates in 15 cities. There are over 500 members in LINC Atlanta.

LINC is open to those 30 and younger who donate $250 or more annually to United Way of Greater Atlanta.

Learn more about LINC.

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Section 4

FUNDRAISING BEST PRACTICES

Develop Your Fundraising Engagement Plan TARGET DATE

Review the previous years fundraising data, work with your United Way representative

to identify opportunities and challenges.Meet with your CEO or senior leadership team: set your goals and secure

endorsement. Recruit a team of ambassadors to help execute the fundraising and engagement plan.

Engage United Way affinity group members, Board and/or Committee members at

your workplace to spread the word!Work with United Way to develop a communications plan from leadership and

ambassadors to encourage participation. Invite employees to engagement and fundraising events.

EXECUTE YOUR Fundraising and Engagement Plan TARGET DATE

Launch communications suite informing employees of upcoming engagement

opportunities and how to contribute .Hold a United Way event to educate employees about the Child Well-Being movement.

Hold a leadership recruitment event or meeting.

Conduct special events, such as volunteer activities or fundraisers.

Share updates on fundraising results, special events, community impact, and other

activities to engage employees.

FINALIZE YOUR Fundraising Campaign and Plan Year-Round Engagement Activities

TARGET DATE

Collect pledge forms (if applicable), calculate results, and engage lapsing donors.

Submit or communicate fundraising results (if applicable) to your United Way contact.

Thank donors with a customized communication or celebration event.

Schedule a planning meeting with your United Way representative to keep employees

engaged in the community year-round!

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Philanthropy Cloud offers all the technology and innovation you’d expect from the Salesforce brand, and United Way provides world-class service, support, and expertise.

Combined, we are streamlining the process of giving, making corporate philanthropy not just easier and faster, but also more fun, engaging, and rewarding.

Philanthropy Cloud represents the perfect blend of Silicon Valley and Main Street, expertise and innovation, and traditional charity and cutting-edge technology.

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Learn more