Ambassador’s Guide A Step by Step Road Map to a Successful Campaign 2019
2019 Campaign Slogan “I LIVE HERE. I GIVE HERE” GOAL: $1.43M
What is a workplace campaign? • Opportunity to give back to the community in which you live, work, and/or play. • One gift to benefit multiple organizations. • Ability to give via payroll deduction. • Team building. • Inclusive at all levels.
What is an ambassador? • Advocate for United Way and our 23 partner organizations. • Critical link between United Way and your employees/co-workers. • FUNdraiser!!
YOU HELP DRIVE CHANGE This Road Map will give you: • Step by step instructions on planning every aspect of your campaign. • Ideas and tips to make your campaign effective, engaging and fun. • Tools to make a difference. • FAQA
YOU COULD WIN AWARDS & PRIZES! • Ambassador of the Year • Rookie Ambassador of the Year • Biggest Team in Heart & Sole Race • Best Workplace Special Event • United Way SPIRIT • Random raffles – just for ambassadors!
IN YOUR PACKET LEFT SIDE RIGHT SIDE • Training Agenda • How United Way Works • Campaign Information • Jacob’s Story Sheet • Your Dollars At Work • Corporate Pledge Form • FUNraising Ideas • Employee Pledge Form • Campaign Report Envelope • 2018 Annual Report
You Got This! STEPS TO A SUCCESSFUL CAMPAIGN
#1 Recruit an Awesome Team • You don’t have to do this alone. • Recruit a team of enthusiastic, resourceful and committed people – JUST LIKE YOU!
#1 Recruit an Awesome Team • Diversity is important – Departments – Shifts – Locations • Set up regular meetings Who are you thinking to ask? • Delegate responsibilities
#2 Do a Little Homework – The more you know about your United Way, the better you will be prepared to lead your campaign. – Visit our website www.uwwh.org – Facebook, Instagram and Twitter – Ask us lots of questions.
#3 Determine Your Timeline Keep your campaign strategic and goal oriented. 2 weeks is optimal timeframe. Don’t procrastinate. Start with a kick – off and end with a blast!
#3 Determine Your Timeline • What is the best time for your company? • Don’t compete with other philanthropic events that your company is regularly scheduled to do…(toys for tots). • What is your potential start date? • What is your potential end date? • Could you be a pacesetter?
#4 Set a Goal • Challenging, yet attainable • Get data about past campaigns from your UWWH rep • Determine your focus: $$$$ or participation rates • Do you want to offer “Give Once for Good” (employees commit to an annual percentage of pay gift that auto re-news) • Awards available!!
#4 Set a Goal Is there a corporate match? What is your campaign goal? What award would you like to win?
#5 Plan Campaign Activities Kick- Off Event Special Events Incentives Finish Line Celebration
#5 Plan Campaign Activities What is your kick off idea? Who should be a guest speaker? What special events could you do? What are some incentives?
#6 Communicate with your Co-Workers about the Progress o Ask at least 7 times. o Daily communication is ok. Multiple times a day…annoying . o Use all types of media to ask. o Make sure you have supplies needed to share information.
#6 Communicate with your Co-Workers about the Progress o What is your communication plan? o What materials do you need from UWWH?
#7 THANK YOU! THANK YOU! THANK YOU! • Create a Shout Out Board to recognize donors. • Thank any one who helps. • Thank your CEO. • Ask UWWH rep for email templates or note cards to hand out.
#8 Finalize your Campaign • Use campaign envelope provided by your rep. • Provide a list of retirees. • Turn any cash or checks in as you receive them. • Set up a brief meeting with your rep.
#9 Stay Connected • Your UWWH rep is here to help you year- round! • Don’t struggle – we are here to help. • Attend our quarterly GET WHIRED coffee hours. • Expect to hear from us!
#10 HAVE FUN! • Live United • Make Friends • Help People • Give a Gift • Win Prizes
Campaign Resources • E-Pledge https://portal.uwwh.org Custom site for your company. Employee Log In Ambassador Log In
Campaign Resources https://www.uwwh.org/get- involved#startAWorkplaceCampaign 2019 Campaign Video: https://youtu.be/4la9SBW07_Y * We will send you the final version via email.
Ask Us Anything! FAQ&A
FAQ & A • Q3: Why do you need our retiree list? • A3: Once someone retires from your company, we will ask them to donate as an individual. If they are listed as a “retiree” for your company, you still get credit for their gift towards your goal. In addition, most people want to continue supporting United Way even after retirement. • Q4: Why do you need to know how many employees we have? • A4: Many of our annual awards are figured out with formulas that include total number of employees. This includes participation rates and per capita giving awards. We never disclose the number of employees to any one in the process.
FAQ & A • Q5: Should we collect a pledge form from everyone? • A5: It is a best practice to collect a form from every employee. If they do not wish to participate – they can simply fill out their name and write “No” on the pledge form. This makes it easier for you to make sure everyone did receive a form and was asked. • Q6: Can we designate to an impact area, a specific organization or another United Way? • A6: Yes, we have 5 broad areas of impact that donors can designate to: Health/Mental Health/Substance Abuse Treatment, Safety Net (basic needs), Workforce Development, Youth Development and Holmes County. You can also designate directly to an organization or another United Way (like Ashland, Summit, Stark or Orrville Area).
I live here. I give here I love here, I serve here, I play here, I learn here, I run here, I read here, I grew up here, I give back here. I live united. I give united
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