welcome & good morning! revised ecl presentation.pdf2016 campaign recap $3.4 million in campaign...
TRANSCRIPT
Welcome &
Good Morning!
2017 Employee Campaign Leader Training
August 1, 2017
Sparkle AndersonCity of Pearland
Vice President of Resource Development &
2017 Campaign Chair
1. Your Name
2. Your Company or Organization
3. New or Returning Employee Campaign Leader
Introductions
Mission: United Way of Brazoria County collaborates with community partners to mobilize resources, finding sustainable solutions that lead to a higher quality of life.
Vision: Through a United effort, every Brazoria County resident will be educated, financially sound and healthy.
Nonprofit, 501(c)3 Organization
UWBC established 1959
Organizational Overview
Staff
Board of DirectorsServes 3 year terms
Executive Committee
Organizational Overview
AdministrativePersonnelFinanceBoard Development
Member Committees
Community Impact
Employee Campaign Leaders (ECL)
Emerging Leaders Society (ELS)
Board Committees
22 members forthe 2017-2018RFP cycle
390 hours
Community Impact
Committee
Est. 2016, this impact group offers the opportunity for young adults to get involved in
their community and create positive changes for the people of Brazoria County. ELS works closely with community partners to identify
opportunities for volunteerism within the scope of the United Way's mission and vision, along
with the ELS target areas of leading, connecting, and serving.
Emerging Leaders Society
88 members, 56 hours served during first year
Emerging Leaders Society
During 2016-2017 Campaign90 ECLs served 449 hours
Employee Campaign
Leaders (ECL)
Role:
Plan, organize, and coordinatea fun, innovative, and successfulcampaign.
Advocate and educate coworkers on community issues and what UWBC is doing to find sustainable solutions leading to a higher quality of life.
Motivate and encourage coworkers to invest in our community
Using all the tools and resources available to you
Employee Campaign
Leaders (ECL)
Brandmark:
Impact Pillars: Education, Income, Health, Basic Needs
Call to Action:
Tagline:
Organizational Overview
Education: creating opportunities for children to
excel in school; providing after school and
mentoring programs for at risk youth
Income: supporting financial education; helping
hard working people obtain job training and family–
sustaining wages
Impact Pillars
Health: increasing access to critical healthcare
services, reducing substance abuse, eliminating
child abuse and domestic violence; increasing
health education and preventative care
Basic Needs: supporting basic needs assistance
with rent, utilities, food, and clothing; increasing
access to affordable housing for individuals and
families
Impact Pillars
Brazoria County Long Term Recovery Committee (BCL-TRC)
Disaster Response & Recovery
Day of Action
Earned Income Tax Credit (EITC)
Volunteer Income Tax Assistance (VITA)
FamilyWize Prescription Discount Savings Cards
Financial Stability Classes
Giving Tuesday
Read Across America
Resources, Education,
Advocacy & Connections
to Help (REACH)
Volunteer Impact
Initiatives
$296,385 raised
$25,000 provided 40
furniture vouchers
22 clients assisted with
home repair
AmeriCorpNCCC Teams
BCL-TRC/
Disaster Response & Recovery
2017 Recap
9 Organizations participated
67 Volunteers total
336 Hours served
Days of Action
Organizations
BASF
Catholic Daughters
Chevron Phillips
City of Freeport
The Dow Chemical Co.
First State Bank, Clute
JVIC
Norrell Construction
Zachry Group
Days of Action
2017 Snapshot
Returns prepared: 74
Total refunds: $138,102
Total Earned Income Tax Credits (EITC): $30,157
Total Child Tax Credits (CTC): $25,912
Sites: 5
Volunteers: 9
Hours: 119
EITC/VITA
3,414 Brazoria County residents have saved $425,975 on
everyday prescription costs with the average savings of 37%.
Since 2006 FamilyWize and local United Ways have helped 10
million people save ONE BILLION DOLLARS!! The discount card
can be used at most chain pharmacies and independent
pharmacies. You can access the drug listing and the FamilyWize
app at FamilyWize.org.
FamilyWize Rx Savings
*13 graduates
Financial Stability
*
2016-2017 Snapshot
Classes: 18 (2 hrs each)
Participants: 85
Volunteers: 13 (156 volunteer hours)
Wells Fargo Grant : $5,000
Partnered with: BCDC, Family Crisis Shelter, Junior
Achievement, True to Life Ministries, Youth & Family
Counseling, First State Bank, Texas Gulf Bank, Zachry Group,
AmeriCorp NCCC and Mary Ruth Rodenbaugh, Community
Volunteer.
Financial Stability
Celebrated on the Tuesday
following Thanksgiving (in
the U.S.) and the widely
recognized shopping events
Black Friday and Cyber
Monday, #GivingTuesday is a
national movement that
kicks off the charitable
season, when many focus
on their holiday and end-of-
year giving. Giving Tuesday
Read Across America
Read Across America
2016-2017 Partners:
Brazoria County Head Start
Schools in Angleton, Alvin &
Sweeny; Brazoria County
Library System; Zachry
Group; Dow Chemical;
Chevron Phillips, and
community volunteers
30 Volunteers, 45 Hours
REACH Program
Partnered with Brazosport College for the last four years to bring
trainers to the campus to educate staff, faculty and students on
critical issues that are going on in our community and where to go
to receive services.
Question #1
What are the four Impact Pillars?
UWBC Trivia Challenge
2016 Campaign Recap
$3.4 million in campaign revenue
$14,000 subsidy from Brazoria County to provide Helpline, Information and Referral
$50,870 from Dow - United Way “Golf United” Fall Classic
$47,000 grant from Dow which helps fund the Dow CVM position
7,342 volunteer hours in 2016, valued at $183,651 (value of volunteer hours in TX-2016 is $25.15 as reported by independentsector.org)
Organizational Overview
2017-2018 Funding Levels
$2 million in allocations to community partners
54 programs
35 partners
Organizational Overview
10 Minute Break
1. Meet & engage with your CEO2. Recruit a committee & plan your campaign3. Review & evaluate past performance*4. Set employee goals5. Publicize your campaign6. Conduct an educational campaign7. Promote Leadership & Champion Oak giving8. Promote Emerging Leaders Society9. Ask everyone to give, including retirees10. Report results & say “Thank You!”11. Have fun
*Company profiles provided
Leading Your Org’s
UWBC Campaign
STRATEGIES
Company Kickoff and Thank You eventsEmployee meetings to educate and askDistribution and collection of campaign materialsA Leadership & Champion Oaks Giving programPromoting Emerging Leaders SocietyA Retiree Giving programOngoing communication & promotion throughout the organizationCampaign reports - submit pledge forms and/or spreadsheets to
UWBC representative. Organizations’ campaign evaluations and recommendations for
future campaigns
Leading Your Org’s
UWBC Campaign
LEADERSHIPGIVING PROGRAM
$1,000+ annually proven strategy for increasing revenue within workplace campaigns
Builds your company brand as a community leaderIncorporate step up program each yearHost special thank you for leadership donors where they will be
recognized by your company as well as United WayProvide year-round opportunities for your leaders to engage more
deeply in the communityHave special event hosted by leadership donors to invite others to
consider becoming a leadership donor (donors giving $500+)
Leading Your Org’s
UWBC Campaign
CHAMPION OAKGIVING PROGRAM
$250-$999 annually builds your company brand as a community leader
Host special thank you for Champion Oak donors where they will be recognized by your company as well as United WayProvide year-round opportunities for your Champion Oak donors to engage more deeply in the communityHave special event hosted by leadership donors to invite others
to consider becoming a leadership donor
Leading Your Org’s
UWBC Campaign
EMERGING LEADERSSOCIETY DONOR
Available to individuals under 40 contributing up to $249 annually builds your company brand as a community leader.
Provide year-round opportunities for your leaders to engage more deeply in the community
Provide year-round opportunities for your newest hires to access established leaders in the community
Leading Your Org’s
UWBC Campaign
RETIREE GIVINGPROGRAM
Bursting Baby Boomer Bubble – every day our boomer(age 49-67) donor population leaves the workplace or begins a transition into retirement planning
Boomers - the largest group numerically, with 51 million individuals comprising 34% of the donor base
Largest contributors, giving an estimated total of $61.9 billion per year (43% of all the dollars donated).
Corporate Based Giving Program: specific retiree campaign fosters connectivity – the retiree still feels linked to their recent coworkers, company and United Way.
Leading Your Org’s
UWBC Campaign
RETIREE GIVINGPROGRAM
Direct mail solicitation with materials to retirees during workplace campaign
Invite United Way representative to any retiree event to provide materials, resources, volunteer opportunities
Invite United Way representative to speak at meetings offered to assist retirees as they leave the workplace
UWBC Continued United – identifying those who will plan to retire in next few years (pledge form).
Leading Your Org’s
UWBC Campaign
TEXT 2 GIVE
Available this campaign season through MobileCause
Customizable for any workplace campaign
Example:
Text ECLsGIVE to 40403
“Thanks for your pledge to UWBC. Complete your gift here:http://igfn.us/f.....”
Leading Your Org’s
UWBC Campaign
Question #2
What is the United Way Tagline?
UWBC Trivia Challenge
FUNdraising
Highlights
FUNdraising
Highlights
$2 – given each week, provides 138 bus passes to residents to access community resources
$5 – given each week, provides the materials needed to perform 350 memory screenings for Alzheimer’s disease
$10 – given each week, provides enough backpacks of food to feed 173 students over one weekend
$20 – given each week, provides 20 hours of services for families of children with intellectual & developmental disabilities, including autism
The Return on Your
Investment (ROI)
Sereniah Breland,Dixie Roberts &
Grace Cruzen
City of Alvin
Employee Campaign
Leaders of the Year
For the Campaign Leader who has shown exemplary commitment while leading their United Way workplacecampaign. At least 5 of the following criteria must be met to be eligible for the award:
Attendance at ECL trainingOrganize UWBC presentations/employee meetingsAcquire incentives for participationPromote Leadership Giving programPromote Champion Oaks Giving programPromote Emerging Leaders SocietyPromote Retiree Giving programIncrease employee participationIncrease total dollars raised
Employee Campaign
Leader of the Year
Leadership Giving Program398 leadership donors investing $636,919
Champion Oak Donors392 donors investing $171,772
2017 Campaign MaterialsPledge FormDesignation CardEducation BrochureNFL SchedulesGet Help Cards
Campaign Tools
Our website is regularly updated
A specialized section for campaign is featured on the site
Follow us on social media outlets @UWBrazoriaCo
Increase awareness by LIKING + SHARING our updates with your work and personal social media
Use our content in your internal communications
Campaign Tools
Question #3
How many organizations participated in
2017 Days of Action?
UWBC Trivia Challenge
Now What?
Create a buzz!
Go to uwbc.org for campaign toolbox
Schedule your campaign
Order your materials
Run your campaign
Complete the reports
Turn in your completed envelope
Now What?
Talk it Out
“What worked, what didn’t, and why?”
Employee meetings?
Special events?
Pledge collection?
Please share your experiences!
United Way of Brazoria County
4005 Technology Road, Suite 1020PO Box 1959Angleton, TX 77516
t. 979.849.94021.800.971.6677
f. 979.848.0259
uwbc.org@UWBrazoriaCo
Your UWBC Contacts
UNITED WE FIGHT. UNITED WE WIN.
Join us in the fight for the health, education and financial stability of every person in our community.
Thank you to our ECL Training Sponsors!
And Thank You!Thank you for leading your organization’s
campaign! The commitment you have made will have a real impact on the quality of life
right here where you live & work.
Don’t forget your new Tshirt!