2019 EMPLOYEE CAMPAIGN MANAGER WORKBOOK · 2019. 7. 9. · 2019 Employee Campaign Manager Workbook 5 Integrating E-Communication and Social Media into your company campaign is a great

United Way of San Antonioand Bexar County

700 S. Alamo StreetSan Antonio, TX 78250Phone: 210.352.7000E-mail: [email protected] : www.unitedwaysatx.org

2019 EMPLOYEECAMPAIGN MANAGERWORKBOOK

www.unitedwaysatx.com

United Way of San Antonio and Bexar County would like to welcome you as an Employee Campaign Manager (ECM). Your appointment speaks to the confidence management has in you to design, enhance and oversee this year’s campaign. Without you, we simply could not reach the individuals you work with and unite those who want to make a difference.

Your goal is to develop a campaign that will surpass last year’s level of success. The more exposure your campaign committee and your co-workers have to United Way and its work, the more your campaign will grow. You are not alone in this campaign. Your United Way staff representative and Loaned Executive will be available every step of the way as you kickoff your campaign, hold educational and fun events and report results.

This guide contains information you can use to run a campaign that will maximize the impact on our community and enable you to answer any questions that your associates may have about United Way.

Once you’ve attended ECM training, you can expect to:• Share experiences and best practices with other employee campaign managers.• Receive valuable materials that will help you run a great campaign.• Hear from campaign leaders, volunteers and organization representatives.• Learn about United Way’s special initiatives which are impacting the community.• Network with other campaign managers.

WELCOME

12019 Employee Campaign Manager Workbook

26UNITED WAY STAFF CONTACT LIST

23UNITED WAY PROGRAMS HELPING YOUR EMPLOYEES

25EMERGING LEADERS COUNCIL

24WOMEN UNITED

22WHAT YOUR GIFT CAN BUY

20IMPACT LIST

18PROVEN BEST PRACTICE IDEAS

16CAMPAIGN TIMETABLE AND BENCHMARK TECHNIQUES

6EMPLOYEE CAMPAIGN MANAGER STEP-BY-STEP GUIDE

5SOCIAL MEDIA

4ONLINE RESOURCES

2UNITED WAY MISSION AND STORY

CONTENT

2 www.unitedwaysatx.com

To increase the organized capacity of people to care for one another.

OUR MISSION


PERFORMANCEACCOUNTABILITY

OUR STORY

United Way programs are carefully selected to provide specific results that are continuously measured and reviewed to ensure that programs are meeting high performance goals. We will share our ongoing progress with the community.

United Way of San Antonio and Bexar County (UWSA) is one of the largest nonprofit organizations in our community. In 2016, the UWSA approved a recommendation from the Partners for Community Change Coordinating Committee (PCC) to change the way we invest in community solutions. This change is part of a continuous evolution in United Way investments, from funding partner agencies, to funding programs, then outcomes, and now outcomes with community-level impact. Our community faces a wide range of challenges. As a result, we have elected to focus our community investments on four priority areas where we believe we can provide leadership and have the greatest impact.

Our focus areas are (1) preparing children for school, (2) helping students achieve success and prepare for college, career and life, (3) supporting individuals and families to achieve financial stability and well-being, and (4) assisting individuals and families with their most immediate needs. We strongly believe this new approach is in the best interest of our city and will better position United Way to bring people and organizations together to change lives and our community for generations to come. To live better, we must Live United.

Community volunteers, working closely together, determine where we invest, how we invest, and which strategies we support. At the heart of this new approach is our community

We are committed to maintaining the trust of our donors AND fulfilling our promise to the people who need our help.

VOLUNTEER CENTERED

OPERATIONAL RESPONSIBILITY


ONLINE RESOURCESwww.unitedwaysatx.org/workplacecampaign


Integrating E-Communication and Social Media into your company campaign is a great way to engage your employees and build morale to help make your campaign more successful.

USE YOUR COMPANY NEWSLETTER OR INTRANET SITE TO PROMOTE YOUR CAMPAIGN• Post or send daily educational and informational messages about United Way

during the campaign.• Share the United Way campaign video.• Feature employees who have benefitted from United Way or one of its partner

agencies and share their story.• Ask employees why they give/volunteer or how they “LIVE UNITED” and post their

quotes.• Encourage employees to be social with United Way on social media.

SAMPLE FACEBOOK POSTSCampaign hashtags - #LIVEUNITEDSA #UWSA2019 #LIVEUNITED• (Organization)’s United Way campaign kicks off today! When we LIVE UNITED

great things happen in our community.• To us, (Organization), investing in United Way of San Antonio and Bexar County is

investing in our community.• (Organization) believes in helping individuals in San Antonio and Bexar County

reach their full potential. That is why we support United Way!• Because great things happen when we LIVE UNITED, we support United Way of

San Antonio and Bexar County.

SAMPLE TWITTER POSTSCampaign hashtags - #LIVEUNITEDSA #UWSA2019 #LIVEUNITED• We know what it means to #LIVEUNITED with @unitedwaysa • Investing in @unitedwaysa is easy and the impact is huge! • Because we have seen the #impact that @unitedwaysa makes, we choose

to#LIVEUNITED• We love seeing our employees #LIVE UNITED! @unitedwaysa

INSTAGRAM POSTSIf your company or employees utilize Instagram, encourage them to share 1-3 pictures daily from your campaign to create engagement! When sharing, please tag United Way @unitedwaysa and use #LIVEUNITED and #UWSA2019.

Visit www.unitedwaysatx.org/workplacecampaign/campaign-tool-kit/ for more social media ideas, post samples, images and more.

MAKE YOUR CAMPAIGN SOCIAL

@unitedwaysa

@UnitedWaySATX

unitedwaysa


As Employee Campaign Manager (ECM), your first step is to work with your CEO to establish a top-level team. Support from the top demonstrates to employees your company’s firm commitment to the campaign and to changing lives in our community. Get your CEO to endorse the campaign by:

ESTABLISH SUPPORT FROM THE TOP1

• Determining the corporate gift• Making a personal leadership gift• Approving formation of a campaign committee• Promoting leadership giving contributions• Sending communication endorsing the campaign to employees• Appearing at selected company campaign functions• Recognizing and thanking employees

A staff member of United Way’s Resource Development department, the Account Manager, works in partnership with the Loaned Executive (LE). Both will guide you from start to finish in conducting your organization’s campaign. The Account Manager is your year-round contact at United Way.

MEET YOUR CONTACTS2

Loaned Executives are personally chosen by their CEOs to work full-time on the United Way campaign as representatives of their firms’ commitment to United Way. They maintain an office at United Way headquarters during the campaign. Your LE can help you:

• Develop your campaign plan and timetable• Target fund raising potential• Establish how to reach an achievable goal• Deliver supplies• Answer questions• Present key information during campaign meetings• Secure other speakers for campaign presentations• Assist with your final report


Recruit a campaign committee to help plan and implement the campaign.

FORM A CAMPAIGN COMMITTEE3

• Ask for volunteers.• Recruit individuals from key areas of the company, including payroll,

management, clerical, past campaign managers and labor, if applicable.• Determine, plan and implement the leadership/ management portion of your

company’s campaign.• Determine and plan campaign activities, such as kickoff, special events,

educational presentations.• Publicize campaign meetings and related activities.• Develop a concise campaign schedule and hold regularly scheduled committee

meetings to review progress and opportunities.• Ensure committee members understand United Way’s role in the community.• Areas that committee members can assist with:

- Scheduling employee meetings- Serving as Leadership Campaign Chair- Scheduling impact partner tours/speakers with your Loaned Executive- Special Events- Communication- Pledge processing/reporting

Review the previous year’s campaign results. Your account manager or Loaned Executive (LE) will provide you with reports of previous years.

SET GOAL ANDTRACK RESULTS4


SET YOUR GOALLook for strengths and weaknesses. Then determine your goal by considering:

• Your company’s past results• Current company environment, including changes in number of employees• Factors that influenced the previous year’s results• How much information regarding United Way was presented to employees

TRACK CAMPAIGN RESULTSTracking results throughout your campaign makes final reporting to United Way easy. It’s also a great way to generate excitement for your campaign as employees watch you get closer and closer to your goal.

Your United Way representative will provide you with the materials and expertise needed to report the following results:

• Number and dollar amount of employee pledges• Detailed information on leadership level gifts• Dollars raised through special events• Corporate gift amount

Please report your results to United Way as soon as possible after completing your campaign as it:

• Permits timely deposit of checks and processing of credit card pledges• Allows appropriate acknowledgment of leadership level donors, as indicated on your

Leadership Giving Report

A Leadership Giving Program is easy to implement in a company of any size and can be an excellent source of new dollars for your campaign. In fact, it’s the greatest opportunity for campaign growth. Leadership gifts are personal gifts of $500 or more annually. And, payroll deduction makes Leadership giving easy!


LEADERSHIP GIVING LEVELS

Alexis deTocqueville Society ($10,000 or more)

Briscoe Society ($5,000 to $9,999)

Bejar Society ($2,500 to $4,999)

Tejas Society ($1,000 to $2,499)

Alamo Society ($500 to $999)

Women United ($500 or more)

Emerging LeadersCouncil

($250 or more)

CONDUCT A LEADERSHIP GIVING PROGRAM5

APPOINT A CHAIREnlist CEO support to appoint a senior executive to serve as Leadership program chair. The chair should:

• Visibly participate in the campaign• Speak at all Leadership giving campaign events• Contact past and prospective Leadership givers• Make a personal contribution at a Leadership level

DETERMINE YOUR PROSPECTSAsk your payroll or human resources department for help in identifying individuals who are strong prospects for Leadership giving. A common benchmark would be employees earning $50,000 or more. Another source is to review all employees currently giving $500 or more to United Way.

LEADERSHIP CAMPAIGN AND ‘THE ASK’This can be a great opportunity to bring upper management together for an informative presentation. Pick a format that fits your organization’s culture.

• The most popular … a CEO-hosted breakfast, lunch or reception. Make it special, make your guests feel important. Personalize whenever possible.

• Consider having an Impact partner speaker. United Way will provide a speaker who can address issues of importance to your organization. Ask your account manager or LE to assist you with this part of your company campaign.

• United Way can personalize Leadership Giving packets for your organization. Ask your account manager or LE for these materials.

• Tour an Impact partner and see real results first-hand!

All the planning has been done. Now is the time to make your efforts work for you. So, make it personal! Make it fun!RUNNING THE

CAMPAIGNBUILD ENTHUSIASMThe purpose is simple: Start your campaign off right by getting the employees excited about United Way in the community. Some helpful hints for success:

• Have your kickoff at an all-staff meeting that is already on the calendar. This saves an extra meeting and is a great way to add excitement to day-to-day agendas.

• Make sure your CEO and senior-level officers are present. This shows employees that United Way is important to the company and sets an example for employees to follow.

• Use United Way’s campaign theme or other imaginative ways to engage employees in the campaign. Ask your account manager or LE about methods used by other companies that proved very successful.

• Conduct the leadership/managers campaign prior to the kickoff and announce the results of this portion of your company campaign at the kickoff to motivate employees to join in contributing.

UTILIZE CAMPAIGN MATERIALSUnited Way has a variety of resources designed to assist you in conducting your employee campaign. Your account manager and/or LE can help you obtain any ofthese materials and other informational activities. These resources include:

• Print materials – United Way campaign posters, pledge cards, report forms/envelopes, giving guides and catalogs.

• Video – Short, uplifting and able to be customized, this video shows how the generosity of every donor matters as it changes the future for families and children across the community.

• Impact partner tours – One of the most effective ways to show employees how United Way donations work.

• Impact partner speakers – Bring the United Way story to life by using staff from a United Way-funded partner for your employee campaign presentations.

• Co-workers as speakers – Co-workers who are recipients of United Way services give moving personal testimonies. Few speakers come across as well.

• Social Media – Promote your campaign using social media.

6


All the planning has been done. Now is the time to make your efforts work for you. So, make it personal! Make it fun!


RUNNING THE CAMPAIGN6

MAKING ‘THE ASK’Giving is a personal decision, and we must respect the individual’s choice of whether or not to give, and how much. Personal contact is worth a thousand words. A personal request to contribute can occur at a group rally or throughone-on-one solicitation. Each method has its advantages; only you and your team can decide which will work best for your company:

• Employee meetings – The most effective campaign method. Employees are brought together to learn about United Way. Pledge cards are distributed and employees are asked to return completed cards as they leave the meeting.

• One-on-one solicitation – Personal interaction provides a greater opportunity to have questions answered and concerns personally addressed.

• Combination – Many companies hold group meetings, followed by a one-on-one contact to those employees who did not turn in their pledge cards at the end of the meeting. This method is more time consuming but combines the benefits of both.

• Retiree giving – Soliciting retirees is a great way to expand the pledge base and maintain contact with a special group of contributors. Retirees will appreciate your efforts to include them in this company-wide event.

• Confidentiality – Giving is a personal choice. Take steps during your campaign to ensure that every employee feels comfortable in making a decision about giving.

ADVANTAGES OF AGROUP SOLICITATION

• A more efficient use of time• Elimination of employees feeling

“pressured”• or “singled out”• Employees are educated about• United Way in a consistent manner

SAMPLE AGENDAFOR GROUP MEETINGS

Welcome – Campaign Manager 2 min.Endorsement – CEO 5 min.United Way presentation – Loaned 5 min.Executive and/or Impact partner speaker Show United Way video 3 min.The “Ask” – Loaned Executive 2 min.Closing remarks – Campaign Manager 2 min.Employees complete/turn in 5 min.pledge cardsTOTAL (approximate): 25 min.

RUNNING THE CAMPAIGN

METHODS OF GIVINGNote: Whether an employee contributes or not, ask every employee to return their pledge card to the designated individual. This assures you that all employees have had an opportunity to give.

• Payroll deduction – By far the best method of giving. Prevents you from having to keep track of checks and cash. Remember, most people can afford to give more when they can spread the gift out over the year rather than having to write a big check all at once. The average gift of donors through payroll is higher than those who give a one-time gift of cash or check.

• Cash or check• Credit card billing – A minimum $50 gift required.• Billing at home – A minimum $20 per quarter required. The donor must also

include his/her billing address.

ASK EVERYONE TO GIVEThe major reason people don’t give is because they are not asked – so please askeveryone! Allow everyone the opportunity to contribute by supplying informationabout how United Way changes lives in our community.

EDUCATE EMPLOYEESThe success of your campaign truly depends on how well United Way’s value iscommunicated to your employees during the campaign. Here are a few ideas toeducate, motivate, inspire, remind and encourage:

• Web site – Download information from our Web site, www.unitedwaysatx.org.• Subscribe to our monthly donor newsletter with plenty of information on the

countless lives that you change because of United Way. Then, forward to your employees!

• Newsletter or Intranet – Submit campaign information for use in your company newsletter or intranet.

• E-mail – Forward success stories from our Web site to your employees to show them how their gifts help our community.

• Voice mail – Have CEO send United Way message to all employees via voice mail.

• Social media – Follow us on Facebook, Instagram, Twitter and LinkedIn.• ePledge – Consider using our Electronic Campaign Management System.

6All the planning has been done. Now is the time to make your efforts work for you. So, make it personal! Make it fun!


Wrapping up the campaign is the time to tabulate and report the results of all your planning efforts. It is also the time to say “thank you” to your committee members, key campaign workers and all the donors.

WRAPPING UP THE CAMPAIGN7

FORMS AND PROCEDURESIf using the United Way pledge forms, these will be delivered with your campaign supplies. United Way needs your cooperation in making sure these forms are completed and returned promptly. To assist you in the final reporting process: • Ensure pledge forms are properly completed• Make sure your Payroll department has completed forms for entering payroll

deductions into your system.• The Leadership Pledge Roster or a company produced list that includes names of

individuals who have given $500 or more. Since names will be listed in United• Way’s leadership booklet, they should be listed as the donor wishes their name to

appear in the Leadership Directory.• The Campaign Report Form is completed at the end of your company campaign.• Use the Campaign Closeout Checklist Envelope as your guide. Place all required

forms in this envelope.

REPORTING CAMPAIGN RESULTSUnited Way needs your cooperation in the reporting process to assess the progress of the community-wide campaign. To do this:

• Complete Campaign Final Report form. Your LE can assist!• Report results to your CEO and United Way.• Be timely! Final campaign results should be reported to United Way as soon as

your campaign is finished.

PROMOTING UNITED WAY YEAR ROUNDUnited Way of San Antonio and Bexar County is here to help you all year round! A variety of programs, activities and services can link your company’s employees to a panorama of caring and enrichment opportunities found within the health and human services area. For assistance, check with your account manager at United Way.

Opportunities for involvement and services available year round include:• Volunteer Center• Community Accountability Volunteer


Saying “thank you” is the most important element in winning the long-term, positive support you worked so hard to achieve. The best part about saying thank you is that it makes people feel good.

SAYING“THANK YOU”8

A number of ideas include:

• Personally say “thank you” to donors• Use your newsletter and/or Intranet to announce results and express thanks• Send key volunteers to United Way campaign celebration events• Send a letter or an e-mail from you and your CEO to every employee• Schedule a fun thank-you event and invite everyone



� Arrange a meeting with your United Way staff and/or Loaned Executive (LE) � Establish a campaign committee � Attend Employee Campaign Manager training with your campaign committee � Review/analyze last year’s campaign � Meet with and obtain CEO support of campaign

� Conduct meeting of campaign committee to set goals, establish campaign timeline, plan events and develop a leadership giving campaign

� Secure incentives and prizes, if applicable � Develop publicity and education plans

� Recruit departmental “UW Champions” (if applicable) � Start planning your leadership meeting(s) � Work with your LE to personalize the standard United Way pledge form if so desired � Check campaign supplies (brochures, posters) � Confirm all meeting arrangements with department heads and United Way staff � Schedule tours of United Way agencies with your Loaned Executive or United Way staff � Arrange United Way/agency speakers with your Loaned Executive or United Way staff

� Begin campaign promotion � Train departmental “UW Champions” (LE can assist with training) � Send CEO letter/email to all employees � Hold your leadership meeting (lunch or breakfast) to conduct executive/management

solicitation � Conduct tours with United Way partner agencies (scheduled through United Way)

� Hold employee kickoff meeting with CEO remarks, video and agency speakers � Publicize results of leadership campaign � Conduct employee group meetings within one (1) week of your campaign kickoff � Continue follow-up with each employee – 100 percent ASK! � Report progress to employees � Give away prizes and incentives in drawings for those who have returned pledge forms � Hold special events

� Conduct final meeting with campaign committee � Prepare written evaluation and recommendations for next year’s Employee Campaign

Manager � Meet with CEO and report final results � Announce final report to employees � Thank and recognize contributors

� Submit final United Way campaign report to United Way office � Submit leadership list to United Way for recognition in Leadership Society publication

CAMPAIGN TIMETABLEThe timeline below provides a step-by-step campaign plan.

7-8 WeeksBefore Kickoff

6 WeeksBefore Kickoff

4-6 WeeksBefore Kickoff

2 WeeksBefore Kickoff

Campaign Kickoff &Employee Meetings

Campaign Wrap-up

Final Report


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LEADERSHIP SUPPORT/CREATING A TEAM

• Create a campaign team to drive events, analyze data, and set goals for the year. It is critical the CEO or a senior executive is involved when the company reviews the team’s recommendations in order to obtain support at a company level. Executive level input and support of the company’s campaign plan is key to success.

• One local company has a United Way “Hall of Fame” in the executive suite that features past company United Way campaign leaders. It is considered an honor to be chosen as a leader, and this is reinforced with positive feedback from key leaders in the organization.

• Another company formed an internal volunteer team that trained departmental “ambassadors” to communicate the importance of the campaign to employees across the company.

• Consider having campaign team members serve a two-year term with the committee. In their first year, they can be mentored by the outgoing team member and in their second year of service mentor incoming team members. This is beneficial in knowledge sharing and continuity and helps to build the momentum of the campaign from year to year.

• At one company, executive leadership within the organization, are given a listing of managers not under their supervision to personally call and share their knowledge and support of the United Way. It’s this personal approach that helps the organization communicate its goals and support of the campaign.

• Consider hosting the leadership campaign first – it sets the tone, and allows the opportunity to share the dollars being committed by the leaders of the organization. It also facilitates knowledge sharing, as leaders become ambassadors of the entire campaign.

• Set a specific goal for leadership campaign, in addition to an overall campaign goal. Once results (participation/dollars) of the leadership campaign are available, share them with all employees. This emphasizes the company’s commitment at a leadership level and motivates all employees to participate.

• Many companies rotate a senior executive who sponsors the campaign each year. With strong leadership support, the campaign is in a better position for success.

• Another company hosts a leadership breakfast in which United Way agency representatives are seated at each table. The director of the agency has an opportunity to share United Way’s role in funding their organization in a highly personalized way. Attendees have mentioned they enjoyed the one-on-one interaction with the agency representatives.

PROMOTING THE CAMPAIGN

• Campaign leaders at several companies use emails, posters, voice mails and group meetings to consistently communicate the campaign mission. In addition, innovative “lunch-n-learn” sessions were held to allow employees the opportunity to learn about United Way.

• Use campaign goal thermometer or some other method of measuring campaign progress against goals in a visible area of your organization. Several companies break this down to departmental levels to increase competition within the organization.

• Make the campaign more than a memory – take pictures along the way, and make them available to employees either on an intranet site, bulletin board or publication. A picture really does speak a thousand words!

• Create an area dedicated to the United Way in a section of your building that is common to all employees. For instance, a hallway or cafeteria location could be slated for campaign communications, pictures of events and progress.

• Provide frequent communication around the progress of the campaign. Include both narrative pieces and those with a simple chart or graph. Include communications in both written and verbal formats. For instance, include a sentence or two in regular huddle or departmental meetings.

• Social media is a great way to engage your employees in your workplace campaign and promote your internal philantrhopic efforts to your external audience. Your campaign is also a good time to build awareness of your company’s corporate social responsibility efforts as a whole.


PROVEN BEST PRACTICES

• If you have a standard employee publication, consider publishing a “Special Edition” highlighting the campaign and its activities. Feature employee “testimonial” stories wherever possible.

• Several organizations run the United Way’s campaign video in a continuous loop in their breakroom/cafeterias so employees can view it at their leisure. To encourage employees to stop by, popcorn/cookies/candy can be given out.

• Another idea is to supplement the United Way video with an in-house production. Employees can be interviewed to share their experiences for the entire company.

INCREASING PARTICIPATION AND LEVELS OF GIVING

• During your campaign, promote our focus areas: Ready Children, Successful Students, Strong Individuals and Families and Safety Net. Talk about how donations to these focus areas benefit individuals and help our community.

• The single most important item in any campaign meeting is the “ask”. At some point, whether it’s the campaign coordinator or a trained United Way representative, someone must ask the employee to give and inform them of why their funds make such a difference.

• Many companies encourage their employees to consider giving at a particular level. Consider personalizing a pledge card with a suggested level of giving based on annual salary.

• Another idea around personalized pledge cards is to include last year’s pledge – this is especially important when asking those that give, to consider giving more with this campaign.

• Encouraging employees who previously gave a cash or check donation to give $5 each pay period and ask them to think about a simple thing they could give up with this small amount and how that would help someone in need.

• Several companies provide an incentive of either hours or a day off with pay for employees who gave at a particular level.

• Many organizations incorporate their campaign meeting into their regularly scheduled meetings. This has proven to be very effective in both, time devoted to the campaign and the ability to reach all employees.

• Testimonials from employees who had previously used the services of agencies supported by the United Way is a great way to make that “personal connection” and show that United Way is helping those within their own company.

• A local company instituted a program several years ago to reward all employees who give one hour’s pay per month with a personal holiday on their birthday in appreciation of their support.

• Another local company rewarded employees in any department that achieved 100% participation with a spaghetti dinner, cooked and served by their own CEO.

• Several hospitals and companies with 24 hour operations report that taking the campaign to employees where they work and when they work (especially in the case of 2nd and 3rd shifts) ensures a more successful campaign.

• Have departments “adopt” a United Way Focus Area. Ask one or two employees to learn about the focus area and how it supports our community. During your campaign, have the employees share information about the focus area with their department at United Way meetings.

FUNDRAISING IDEAS AND ACTIVITIES

• Your organization may have tried a number of the following ideas, but here are some to consider. Remember … these activities are designed to create awareness and not to replace the importance of completing a pledge form.

• Silent Auction of donated items from local restaurants, beauty salons, sports events, theme baskets created and donated by work groups, etc. To give equal opportunity to all shifts, have associates submit their bids on slips of paper with final selection to highest bid.

• Balloon Sale allowing associates to purchase balloons to thank fellow associates for special deeds of help or kindness.

• Casual Days allowing employees to wear shorts, t-shirts and caps for a nominal donation – say $3 or $5 per day.

• Hold an Ice Cream Sundae Sale during break time.

• Auction of 2 hours of the Plant Manager’s time to do your job.

• Host volunteer events.

• Raffle a premier parking space for a month.

• Office Putt-Putt on course set up with paper holes around offices for those paying a tournament entry fee with a prize for the lowest score. Allow those entering tournament to also wear their golfing attire (i.e., shorts, caps or hats).

• Change a life with your spare change! Coin collection competition among shifts, work teams or departments.

• Book Sale of children’s books or popular paperbacks that are first donated by associates. Any unsold books can be donated to a local United Way agency.

• Raffle of a lunch with your favorite manager.

• Bake Sales of afternoon snacks, lunch desserts, breakfast treats, or whole cakes and pies for the family.

• Break Bingo with prizes including casual days, baked goods or donated crafts.


[100] United Way of San Antonio and Bexar County[901] United Way - Ready Children [905] United Way - Successful Students [902] United Way - Strong Individuals and Families[903] United Way - Safety Net Services[715] United Way - 2-1-1 Help Line [716] United Way - Mission United [725] United Way - Volunteer Center [904] United Way - Women United[910] United Way - Emerging Leaders Council Dual Generation - San Antonio [906] [130] United Way - Endowment and Legacy Fund

Ready Children Impact PartnersAutism Community Network [740]AVANCE – San Antonio [300]Big Brothers Big Sisters of South Texas [305]Blessed Sacrament Academy [755]Brighton Center [220]ChildSafe [560]Endeavors [662]Family Service Association of San Antonio [615]Girl Scouts of Southwest Texas [360]Good Samaritan Community Services [415]Healy-Murphy Center [365]Madonna Neighborhood Center [645]Respite Care of San Antonio [270]Roy Maas’ Youth Alternatives [275]St. Paul Lutheran Child Development Center [425]St. Peter - St. Joseph Children’s Home [385]YMCA of Greater San Antonio [660]Young Women’s Christian Association [405]

Successful Students Impact PartnersBoys and Girls Clubs of San Antonio [315]Catholic Charities, Archdiocese of San Antonio [330]Children’s Bereavement Center [760]ChildSafe [560]City Year [335]Communities In Schools [350]Education Investment Foundation [770]Ella Austin Community Center [610]Family Service Association of San Antonio [615]Good Samaritan Community Services [415]Goodwill Industries of San Antonio [245]Healy-Murphy Center [365]Joint Base San Antonio - Fort Sam Houston Youth Programs [550]Joint Base San Antonio - Lackland Youth Programs [585]Joint Base San Antonio - Randolph Youth Programs [580]Martinez Street Women’s Center [780]Presa Community Center [650]Restore Education [785]Rise Recovery [260]Roy Maas’ Youth Alternatives [275]Urban Strategies [795]YMCA of Greater San Antonio [660]

Strong Individuals and Families Impact PartnersAlamo Colleges Foundation [720]Alpha Home [205]American Indians in Texas at the Spanish Colonial Missions [750]Any Baby Can of San Antonio [210]AVANCE - San Antonio [300]Big Brothers Big Sisters of South Texas [305]Chrysalis Ministries, Inc. [500]

Clarity Child Guidance Center [290]DePelchin Children’s Center [765]Education Investment Foundation [770]Endeavors [662]Family Service Association of San Antonio [615]Family Violence Prevention Services [565]Goodwill Industries of San Antonio [245]Greater Randolph Area Service Program (GRASP) [620]Guardian House [775]Haven for Hope [630]Lifetime Recovery 200]Martinez Street Women’s Center [780]Meals on Wheels San Antonio [605]Mission Road Ministries [255]Rape Crisis Center, The [575]Respite Care of San Antonio [270]Restore Education [785]Rise Recovery [260]San Antonio Christian Hope Resource Center [790]Young Women’s Christian Association [405]

Safety Net Impact PartnersAmerican Red Cross, San Antonio Chapter [101]Boysville [320]Catholic Charities, Archdiocese of San Antonio [330]Children’s Shelter, The [340]Christian Assistance Ministry [670]Daughters of Charity Services of San Antonio [410]Family Violence Prevention Services [565]Greater Randolph Area Service Program (GRASP) [620]Haven for Hope [630]Presa Community Center [650]Rape Crisis Center, The [575]Salvation Army, The [115]SAMMinistries [661]San Antonio Food Bank [125]Texas Diaper Bank [675]

Community Partners and Other United Ways American Heart Association - San Antonio [530] Arc of San Antonio, The [215] Boy Scouts of America, Alamo Area Council [310] CentroMed [600] Child Advocates San Antonio (CASA) [570] Children’s Association for Maximum Potential (CAMP) [225] Children’s Hospital of San Antonio [545]CI-NOW (Community Information-NOW) [735] Crosspoint, Inc. [450]Eastside Promise Zone [690] Jefferson Outreach for Older People [455]Masters Leadership Program of Greater San Antonio [665] Northeast Senior Assistance (NESA) [430] Ride Connect Texas [285] SA Youth [345] San Antonio AIDS Foundation [540] San Antonio Council on Alcohol and Drug Awareness [230] San Antonio Public Library Foundation, The [745] San Antonio Sports [370] Seton Home [390] ThriveWell Cancer Foundation [395] USO San Antonio [515]

Comal County United Way [825]Guadalupe County United Way [800]Kerr County United Way [835]United Way in Kendall County [815]


IMPACT PARTNERS

Who We Are

nited Way of San Antonio and Bexar County is the largest and most respected private health and human care service organization in Bexar County.

We work to ensure that our children have a safe and healthy start in life and that our students stay in school and graduate. We do all we can to strengthen individual and family well-being, and we provide a safety net of emergency assistance for our neighbors in urgent need.

U

Our Partners

United Way works with carefully selected community partners to provide programs meeting critical needs and addressing root causes. One United Way contribution supports all of these programs.

Our Focus

Our community faces a wide range of challenges. To make a difference, United Way has elected to focus our community investments in four priority areas where we believe we can provide leadership and have the greatest impact on improving lives and our community for generations to come.

READY CHILDREN - United Way works to ensure that all children grow up in safe, stable and nurturing environments; that all children are healthy in mind, body and spirit and that all children are curious learners progressing toward their full potential.

SUCCESSFUL STUDENTS - United Way works to ensure that all young people are actively engaged in our community, are prepared for the 21st century workforce and are provided a resource-rich environment, with prepared and engaged adults to support them to achieve the future they deserve.

STRONG INDIVIDUALS AND FAMILIES - United Way works to ensure that all individuals and families are stable, flourish economically, reach their full potential and maintain a quality of life free of discrimination.

SAFETY NET SERVICES - United Way provides safety net services like food, clothing, shelter and emergency care to meet immediate, urgent needs.Our Role

We are committed to ensuring that we maintain the trust of our donors and fulfilling our promise to the people who need our help.

1. We convene a diverse group of subject-matter experts, community leaders, residents, nonprofit partners and others who develop winning strategies for tackling our most daunting social problems.

2. We invest in a strong network of human service agencies who implement these strategies, and we hold them to a high level of performance and accountability.

3. We use a data-driven, disciplined decision-making process to drive tangible results.

4. We rely on expert research and perform regular community assessments.

Effective solutions require networked, complementary services across multiple programs, while managing unnecessary duplication and maximizing impact. United Way programs are carefully selected by volunteer leadership to provide specific results. These programs, not the ongoing operations of our partners, are funded by United Way. Program results are continuously measured and annually reviewed to ensure that our partners are meeting performance goals.

To live better, we must LIVE UNITED!


700 South Alamo Street | San Antonio, Texas 78205 | 210.352.7000 | www.unitedwaysatx.org

Our Hope

Over 500 local workplaces conduct United Way employee giving campaigns, providing a way for caring individuals to collectively unite to help others. We also receive corporate, individual and endowment gifts. Every man, woman, and child deserves an opportunity for a good life, and we believe the best way to build the strong, compassionate community we desire is an investment in the future of our community—an investment in United Way. Please join us.

INVESTING IN OURCOMMUNITY


• School supplies for 26 at-risk youth so they can start the year off right.

• One and a half days of shelter and services to a victim of domestic violence.

• Two days of enough diapers for all the babies in an emergency shelter.

• Fifteen days of companionship for isolated older adults. • Summer supplies for 10 children enrolled in a child

development services program.

700 South Alamo Street | San Antonio, Texas 78205 | 210.352.7000 | www.unitedwaysatx.org

MAKE AN IMPACTYOUR DOLLARS

$5 A WEEKprovides any one of these services...

...ALL THAT FOR only $260 a year.

• One year’s tuition for an at-risk child to attend an after school youth center with academic, music, art, and physical fitness programs.

• Start-up furniture for a previously homeless family who has recently found a new home.

• Gas for transportation services for 31 kids from school to a youth center and safely home in the evening for one academic year.

• Sixteen days of therapy services for a child with a disability or developmental delay.


...ALL THAT FOR only $520 a year.

• A comfort kit, snacks and two hot meals for 52 individuals who have lost their home in a fire.

• Provides professional case management for a mentoring match for one year.

• Each dollar ensures that employment training services continue for people with disabilities and other special needs.

• Builds confidence and life-saving skills in one month of swim lessons for 52 kids.


...ALL THAT FOR only $1,040 a yearand you’ll qualify as a Leadership donor.

SEE WHERE YOUR MONEY GOESTo learn how your support matters, read stories about

people whose lives your donation changes, or see alisting of the programs United Way funds, visit:

www.unitedwaysatx.org

Stay informed about how your gift helps throughour monthly e-newsletter. Sign up on our

home page or when you make your donation.


United Way works to improve early care and education for our children, help students succeed in school and life, strengthen the well-being of individuals and families, and provide safety net services for those in crisis. Your gift makes a difference and ensures that help is there when it’s needed the most.


2-1-1 HELP LINEUnited Way’s 2-1-1 Help Line assisted over 224,070 people last year, helping local residents with health and human services information and referrals. The top four caller needs included, utility assistance, rent assistance, emergency food needs and housing. However, assistance is available for a variety of services such as legal help, medical care, childcare, employment, and counseling/mental health. Call specialists are available 24/7/365. Online chat and an online database are also available to provide information.

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA)Last year, Volunteer Income Tax Assistance (VITA) program volunteers prepared over 30,000 tax returns and returned $42 million to San Antonio residents—a real boost to local taxpayers and the economy. The city-wide VITA locations saved participants $6.8 million in tax preparation fees since VITA services are free to those earning up to $60,000 this tax year. Earned Income Tax Credits (EITC) returned to San Antonians totaled $16 million.

VOLUNTEER CENTER AT UNITED WAYLast year, many organizations were helped and many lives were changed through the efforts of almost 8,678 volunteers.

Group volunteer activities during your workplace campaign is one of the most effective ways to increase participation and is an effective way for your company to build team work and give back. If you are interested in a Corporate Group Volunteer opportunity please visit www.unitedwaysatx.org/volunteer.

Building a strong community takes each one of us and The Volunteer Center at United Way is the place to start if you want to get involved. Throughout the San Antonio and Bexar Couny area, United Way volunteers are changing lives and transforming our community. Whether you are interested in mentoring a young person, preparing food bags for clients in a food pantry or spending an afternoon with a senior, you can join us in making a difference. There’s something for every interest and ability.


PROGRAMS HELPINGYOUR EMPLOYEES

ONE BRAND. ONE VOICE. ONE PASSION.

Founded in 1999, San Antonio’s women leaders join over 165 U.S. communities bringing focus and philanthropy to address local issues. Including professionals, community volunteers, and civic leaders, Women United members are committed to offering their time, energy, and talent toward addressing critical issues facing local women, children, and families. Through their leadership and generosity, members serve as catalysts for positive change.

Community partners identify childcare costs as a major challenge to those seeking continuing education. The Childcare Scholarship Program provides financial assistance for quality childcare to parents seeking financial stability through higher education and/or full-time job training.

LEADING THE CHANGEIN SAN ANTONIO

NETWORKING EVENTS

For more information, please contact Collette Kernaghan at 210.352.7034 or email [email protected] Way of San Antonio and Bexar County | 700 S. Alamo St., San Antonio, TX 78205 | 210.352.7000

Pledge your $500+ gift to Women United or United Way and indicate your desire to join Women United by checking the box on your pledge form or by completing the contribution form at our website: www.unitedwaysatx.org/womenunited.

JOINING IS SIMPLE

2018 LOCAL IMPACT

Over the past 19 years, San Antonio Women United members have raised over

$46.5 million.

Since 2015, we have invested $1.8 million in scholarships. Fifty-seven

adults are currently pursuing financial stability through education.

$1.8 MILLION INSCHOLARSHIPS

$46.5 MILLIONRAISED

OVER 3,100 MEMBERS

Since our beginning in 1999, membership has grown from 800 to over 3,100

diverse members.

Women United, which includes over 70,000 international women leaders, mobilizes women who strengthen our community by investing in and promoting programs that positively impact our community’s children, families, and future.

QUALITYCHILDCARE

PREPARESKIDS FOR SCHOOL

SUCCESS

Throughout the year, members have opportunities to participate in social and volunteer activites including:• Annual Power of the Purse Fundraiser• Women & Wisdom Speaker Series • Signature Cause Mentoring Circles• Scholarship Recipients Family Day

FINANCIALLYSTABLE

FAMILIESLED BY PARENTS

WITH DEGREES AND CERTIFICATIONS

+ =CYCLE OFPOVERTY

IS BROKENFOR FUTURE

GENERATIONS



EMERGING LEADERS COUNCIL

Membership provides many opportunities throughout the year to strengthen personal and professional connections, learn from prominent local leaders about relevant social issues, and participate in on-the-ground volunteerism that promotes change.

ELC MEMBERS NETWORK

GET INVOLVED AT

For more information, please contact Avery Gard at 210.352.7135 or email [email protected] Way of San Antonio and Bexar County | 700 S. Alamo St., San Antonio, TX 78205 | 210.352.7000

Donate: Give a minimum $250 annual donation to United Way of San Antonio and Bexar County.orVolunteer: Log 24 hours of volunteer service for the calendar year at United Way-funded agencies.


JOINING IS SIMPLE

3,200+ YOUNG LEADERS

IT’S NOT JUST ABOUT GIVING. IT’S ABOUT ENGAGING.

Emerging Leaders represent young professionals from over 300 corporations and

businesses.

Experience networking time with San Antonio’s most prominent leaders.

In 2018, Emerging Leaders volunteered

over 2,550 hours in our community.

The mission of the Emerging Leaders Council is to engage, inspire, educate, and empower young professionals in the San Antonio area to make a difference through volunteerism, advocacy, and philanthropy.

2014ESTABLISHED

UNITED WAY OF SAN ANTONIO AND BEXAR COUNTY

$2.9 MILLION PLEDGED IN 2018OVER 30

ANNUAL EVENTS

NETWORKINGOPPORTUNITIES

PROFESSIONALDEVELOPMENT

2,550 VOLUNTEERHOURS

ELC MEMBERS HEAR FROM LOCAL LEADERS

ELC MEMBERS VOLUNTEER

www.unitedwaysatx.org/elc


Tom Galvin Senior Vice President 210.352.7081 Leadership and Major Gifts

Linda Garza Senior Vice President 210.352.7035 Corporate Campaigns

Rose Gonzales Vice President 210.352.7044 Public Sector Campaigns

Tony Leverett Vice President 210.352.7064 Corporate Campaigns

Rick Robel Vice President 210.352.7140 Campaign Administration

Rhonda Spurlock-Dahlke Vice President 210.352.7043 Corporate Campaigns and Special Events

Avery Gard Vice President, 210.352.7135 Emerging Leaders Council and Special Events

Collette Kernaghan Vice President 210.352.7034 Women United

Greg Smith Director 210.352.7052 Resource Development

Alicia Miller-Tamez Director 210.352.7128 Corporate Campaigns and New Business Development


CAMPAIGN STAFF CONTACT LIST


700 S. Alamo Street, San Antonio, TX 78250Phone: 210.352.7000

E-mail: [email protected] : www.unitedwaysatx.org

Documents

2019 EMPLOYEE CAMPAIGN MANAGER WORKBOOK · 2019. 7. 9. · 2019 Employee Campaign Manager Workbook 5 Integrating E-Communication and Social Media into your company campaign is a great