United Way Campaign United Way of Central Illinois United Way of Central Illinois SpringfieldUnitedWay.org
United Way Campaign • Primary source of revenue • Supports local programs • Largest fundraising campaign in community Community Fund Directed Gifts Corporate Underwriting United Way of Central Illinois 2 SpringfieldUnitedWay.org
Fundraising Channels • Workplace Campaigns 225 COMPANIES • Learning opportunity 130 WORKPLACE • Payroll deduction • Improves morale and fun CAMPAIGNS • Individual Gifts 5,700 DONORS • Corporate Gifts 4,300 UNITED WAY DONORS United Way of Central Illinois 3 SpringfieldUnitedWay.org
2017 Campaign Giving by Source Campaign Revenue Payroll Deduction/ Special Events 70.3% Payroll Deduction/Special Corporate Events Gifts 22.9% Corporate Support Individual 6.8% Individual Gifts Gifts United Way of Central Illinois 4 SpringfieldUnitedWay.org
2017 Campaign Overview • Campaign Total - $2,430,730 • Decrease of 5.8% • Proportional across designations Top Twenty Accounts • $1,734,000 • Stable support United Way of Central Illinois 5 SpringfieldUnitedWay.org
2017 Campaign Overview Leadership Support • Leaders Guild - $658,000 (increase) • Community Builders - $205,000 (decrease) Decrease from smaller campaigns and smaller donors! United Way of Central Illinois 6 SpringfieldUnitedWay.org
United Way Challenges • Large companies changing giving priorities • Global marketplace • Nonprofits slow to adapt • Staff capacity United Way of Central Illinois 7 SpringfieldUnitedWay.org
United Way Opportunities • Strong volunteer network • Strong local support • Strong leadership support • Focused on community • Stable local economy United Way of Central Illinois 8 SpringfieldUnitedWay.org
2018 Campaign Campaign Cabinet United Way of Central Illinois SpringfieldUnitedWay.org
United Way of Central Illinois Campaign Chairs TEAM BUNN Hy Bunn Bob Bunn Angela Comstock Desiree Logsdon John Voss United Way of Central Illinois 10 SpringfieldUnitedWay.org
Role of Loaned Executive United Way of Central Illinois 11 SpringfieldUnitedWay.org
Role of Loaned Executive United Way of Central Illinois 12 SpringfieldUnitedWay.org
Role of Loaned Executive #1 #2 #3 Account Planning Presentations Sales 8-12 Companies 2-10 Presentations Corporate gift only Planning, execution, wrap-up Small groups Companies with relationship Primary point of contact Canned campaign presentation Potential cold calls Primary point of information United Way of Central Illinois 13 SpringfieldUnitedWay.org
Availability Questionnaire What role do you fit? United Way of Central Illinois SpringfieldUnitedWay.org
Do You Know? United Way of Central Illinois 15 SpringfieldUnitedWay.org
People who give, give MORE or MORE people give! United Way of Central Illinois SpringfieldUnitedWay.org
Perfect Workplace Campaign United Way Inside Committee – Volunteers Excited, Data Driven Goal Communicate Early Incentives Tied to Transition Plan Get It and Often Goals Special Events to Leadership Employee Forgotten Donor Year-round Engage, Enhance, Engagement Plan Presentations Strategy in Place plan/calendar for and Pledge Ask engagement United Way of Central Illinois 17 SpringfieldUnitedWay.org
Loaned Executive Account Planning • Loaned Executive Binder – • Checklist • Calendar • Sample Meeting Agenda • Account Questionnaire • Questions to ask ECC • Five measures • Ways to increase campaign • Amazing Tool United Way of Central Illinois 18 SpringfieldUnitedWay.org
Loaned Executive Account Planning United Way provides: • List of companies • Company profile and info • Company analysis • Review companies with LE United Way of Central Illinois 19 SpringfieldUnitedWay.org
Loaned Executive Account Planning Initial Contact • 6 Weeks in Advance • Schedule Appointment • Provide materials Overcoming Objections United Way of Central Illinois 20 SpringfieldUnitedWay.org
Loaned Executive Account Planning Initial Meeting • Warm up • Review campaign • Questionnaire Identify Opportunities United Way of Central Illinois 21 SpringfieldUnitedWay.org
Loaned Executive Account Planning Areas of Guidance • Goal • Committee/Team • Incentives • Special Events • Leadership Giving • Extended Pledge Form Acceptance United Way of Central Illinois 22 SpringfieldUnitedWay.org
Information is Invaluable Retirements • Leadership Changes • Company Changes • Benefits United Way of Central Illinois SpringfieldUnitedWay.org
100% SOLICITATION COMMUNICATION United Way of Central Illinois 24 SpringfieldUnitedWay.org
Loaned Executive Account Planning Next Steps • ECC Training • LE Follow-up opportunities/information • Supply Order • Presentations United Way of Central Illinois 25 SpringfieldUnitedWay.org
Loaned Executive Account Planning Details to United Way • Align donor communications Mitch is the Man • Scheduler • Supplies • Pretty much anything United Way of Central Illinois 26 SpringfieldUnitedWay.org
FOLLOW UP 2 Weeks • Mid - Week • After United Way of Central Illinois SpringfieldUnitedWay.org
After the campaign Report Envelopes Thank You Extended pledges Schedule Post-Campaign Meeting United Way of Central Illinois 28 SpringfieldUnitedWay.org
Campaign Coordinator Resources ECC Campaign Guide Campaign Toolkit United Way of Central Illinois SpringfieldUnitedWay.org
Next Steps… United Way of Central Illinois SpringfieldUnitedWay.org
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