Co Combined Ch Charities Ca Campaign Kick Off Event September - PowerPoint PPT Presentation

City and County of San Francisco Co Combined Ch Charities Ca Campaign Kick Off Event September 20, 2018

Welcome and Thank You Agenda • Welcome from Airport Director – Ivar Satero • SFFD – Deputy Chief Mark Gonzalez • Campaign Chair – Linda Yeung • Federations/Charity Speakers • Leadership Giving – Dorian Lok • Training • Q&A • Important Dates • Thank You 2

Airport Director Ivar Satero Welcome 3

SFFD Deputy Chief Mark Gonzalez Thank you to your cadets for helping this morning. 4

Committee Members Member Agency Linda Yeung, Campaign Chair Airport Commission Darlene Armanino Retirement System John Murray Human Services Agency (HSA) Kimberly Ng Police Department (POL) Virginia Sunday Airport Commission Verma Walton Public Utilities Commission (PUC) Martha Whetstone Airport Commission Janis Yuen Municipal Transportation Agency (MTA) Krystie Scull, Federation Lead Community Health Charities Michelle Clancy America’s Best Local Charities Dave Coyle EarthShare California Stanislave Peycheva United Way of the Bay Area (UWBA) Carina Weyer Global Impact Audrey Yamamoto Asian Pacific Fund Airport Team Sophia Hom, Audrey Lawrence, Christian Lei, Denise Pieri 5

2017 Campaign Totals • Total Dollars ($) raised: $1.27 million • Percentage (%) participation: 13% • Amount ($) raised by Leadership Givers: $768K (62%) • Payroll Pledge total: 75% • Check Pledge total: 25% Let’s try to make this year even better! 6

Campaign Totals – Year over Year 7

Donor’s Choice Totals – Year over Year 8

Federation Totals 9

Top Giving Departments 10

2018 Goal and what’s new • Goal amount: $1.4 million • New logo • Online pledging with optional email confirmation! • Real Time Dashboard reporting • Virtual drawings • Website • Heart of the City email and Hotline Together We Make a Difference 11

Federations and charity presentations * As of 2018, the Bay Area Black United Fund has withdrawn from the Combined Charities campaign. 12

Our Charity Partners are fighting chronic illness and disease Providing life saving services and support Funding research for a cure Select a charity of your choice or cause fund 13

CHA HARITY TY P PARTN TNER ERS At Communit nity Health Cha harit itie ies o our ur pa partners are o our ur cha haritie ies. W We invite y you t u to look t thr hrough h our ur l list o of t trusted he health c cha harit ities a and g nd give t to a a caus use tha hat m matters to y o you ou 14

Where children with serious medical conditions celebrate just being kids! Through innovative, camp-based programs that offer a great big dose of fun and support, children with more than 30 medical conditions visit The Painted Turtle each year, reclaiming the joys of childhood.

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America’s Best Local Charities Serving Our Local Communities 19

$2 per month provides food and shelter for a homeless person $5 a month, for a year, provides enough food for one Veteran assistance dog for 2 months $10 a month provides pre-adoption medical care and micro-chipping for 10 animals looking for their furrever home. 20

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EarthShare California 22

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we’re making great strides in helping the 1 in 4 Bay Area residents struggling to make ends meet. 25

105,500 calls answered to connect those in need with vital services like food and shelter 78,000 free tax returns filed for low- and moderate- income families $82 million claimed in tax refunds for those in need 26

5,400 individuals received one-on-one financial coaching through SparkPoint 7,300 youth connected with jobs, internships, and job training 72,000 Bay Area residents received food pantry assistance 27

Leadership Giving • Consider giving at a level of $500 or more ($20 per pay period) • Submit your pledge by Wednesday, October 17 to be invited to the Leadership Givers Thank You Event • Leadership Givers Thank You Breakfast is on Tuesday, October 23 at City Hall • Receive the coveted annual leadership pin to wear proudly 31

Robert Sanchelli Award • 2006 • Donated $50,000 • 2007 • Matched entire SF Public Utilities Commission (PUC) donation • Donated $135,000 • 2008 • Donated $45,000 32

2017 Mayor’s Leadership Award • Rudy Alegre • Airport Commission • Dorian Lok • Department of Emergency Management 33

Training • Role of the Coordinator/Captain • Best Practices • Payroll Deduction • Checks • Donor’s Choice/Write-in • Electronic Pledging • Paper Pledge Processing • Website • Drawings • Key Campaign Dates 34

The Role of the Coordinator/Captain • Your best tool for your role is the Coordinator Checklist in the manual • Ensure every employee receives a pledge form and brochure and/or the link online • Create and send weekly emails with the campaign status and web link • Enter all paper pledges into the online system • Collect wet signatures from all online entries and submit to Captain • Review forms for accuracy and checks made properly • NO MORE DRAWING TICKETS! The drawings will now be virtual • Look at your Department’s Dashboard weekly • Submit forms weekly to the Controller’s Office with submittal sheet? • Final day to submit forms is Friday, November 16, 2018 35

Best Practices  Build a team including management support and captains  Make 100% Ask  Host an event or ask for time on your monthly staff meeting for the campaign  Invite charity speakers  Offer food (morning donuts or afternoon popcorn)  Keep the campaign visible (posters, emails, “I gave” stickers)  Don’t be shy about sharing the campaign with your coworkers. It is a great opportunity!  Be sure to highlight the convenience and affordability of payroll deduction  Encourage employees to give to a charity or cause that matters to them  Utilize and share the website heartofthecity.sfgov.org 36

Payroll Deduction • Benefit: A convenient and affordable way to give back • All organizations listed in the campaign are vetted and reputable charities • Payroll deductions begin the first pay period in January and end on the last pay period in December • Be sure to include your address or email if you would like to be acknowledged Employers – efficiency, credibility, accountability Donors – convenience, choice, community Charities – low cost outsourced fundraising, steady income, expanded impact area 37

Checks • One time checks can be accepted • Cash is not accepted. • Please review each check and pledge to ensure it is properly payable • Check to any charity listed in the campaign: Make check payable to the affiliated Federation . For example, St. Jude Children’s Research Hospital should be payable to Community Health Charities • A check to any non-listed charity becomes a write in charity or “Donor’s Choice”. These should be made payable to the name of that Charity . • Please make a copy of the original check. On the copy of the check, please remove/redact the financial routing information on the bottom of the copy of the check. Then upload the copy of the check into the online application (see p. 35). • Note: • If a listed charity from a federation is written in Donor Choice it will be rerouted to the parent federation. 38

Donor’s Choice/Write In • If the charity of your choice is not listed in the campaign you may write it in under the Donor’s Choice/Write In section • Charity must be a valid 501(c)(3) and employee must provide the complete charity name , address , phone and tax ID number/EIN • Guidestar.org is a great tool to search for that information • Payroll deductions administrative fee continues to be 11% • Check donations will be forwarded directly on by the City and Lead Federation. • For donor’s choice/write in only, please make those checks payable to the name of the charity . • Charities listed in the brochure cannot be entered in donor’s choice. They have a membership and agreement with the federations to process those funds. 39

We are online at heartofthecity.sfgov.org 40

Electronic Pledging Send Me A Receipt Input Donation Go to Employee Review Download, Print and Sign Give to your heartofthecity.sfgov.org Pledge Summary Pledge Form Captain / I want to donate Coordinator Write Check(s), if applicable Upload files and confirmed in Admin Portal on heartofthecity.sfgov.org 41

Paper Pledge Process Go to Upload files and confirmed Employee Completes Give to Review Pledge heartofthecity.sfgov.org in Admin Portal on I want to donate Paper Pledge Form Captain / Submission, request to input online donation heartofthecity.sfgov.org Coordinator additional information, on behalf of donor if necessary Write Check(s), if applicable 42

Pledge Confirmation Log onto Admin Portal on Captain / Locate Upload heartofthecity.sfgov.org Pledge ID, Employee Signed Pledge Forms Coordinator and/or redacted Check(s) Copy of check  43

Dashboards 44

Live Demo of Online Application 45