CAMPAIGN COORDINATORTRAINING GUIDE

2016

JOIN THE MOVEMENT.BE A CHANGE-MAKER.

THANK YOU FOR JOINING THE MOVEMENT TO CREATE BOLD COMMUNITY CHANGE!

As a member of our Employee Campaign Coordinator Team, you are an essential part in making our community a better place for us all.

You were selected because of your ability to get the job done, and do it well! The role of campaign coordinator offers you the opportunity to demonstrate your organizational skills while harnessing the generosity and power of your workplace to create a lasting impact on our commu-nity. Your job is to inspire your co-workers to give, advocate and volun-teer in support of this goal.

This Training Guide will help you through the campaign process. And, of course, we are always here with direction and support. Thank you so much for being part of the Trident United Way (TUW) 2016 Campaign.

TOGETHER, WE CAN CREATE REAL RESULTS IN REAL PEOPLE’S LIVES!

TABLE OF CONTENTSWhy Trident United Way......................................2Planning Your Campaign Keys to A Model Campaign....................3-4 Leadership Giving.................................5-6Campaign Tools and Resources -Pledge Form.................................7 -Campaign Envelope......................8 -Campaign Processing...................9Campaign Checklist..........................................10

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My Relationship Manager is:

Contact information:

Your TUW Relationship Manager is available to you year-round to help make your campaign a success.

100%

0% of your donation GOES TO FUNDRAISING AND ADMINISTRATIVE COSTS,

OR GOES TO NATIONAL HEADQUARTERS

100% of your donation directed to TRIDENT UNITED WAY HELPS PEOPLE IN OUR COMMUNITY.

Guaranteed.Covered by corporate cornerstone supporters and other generated income.

THE MESSAGE

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WHY TRIDENT UNITED WAY IS YOUR BEST CHOICE:Addresses key issues affecting our entire community

Partners with other organizations for maximized impact

Policy and funding decisions made by you and local volunteers

Your donation goes where you want it

What TUW is: a community problem solver, working to strengthen the Lowcountry by focusing on the build-ing blocks of a good life - education, financial stability and health. TUW brings together people, busi-nesses, government, and nonprofit organizations to take on the most pressing issues in our community.

What TUW does to build a stronger community:• Creating initiatives and utilizing data-driven strategies to achieve measurable community change.• Fostering collaborations that streamline resources. • Investing in programs that get real results, helping people who need it most.• Here are three examples of how TUW is creating BOLD COMMUNITY CHANGE:

How TUW works: TUW works to make real, long-lasting change through collective impact, a systematic ap-proach in which many partners agree in advance on how they will approach the issue at hand and how they will determine success. These collaborations require a backbone organization to manage the partnership and ensure communication among the partners. TUW often plays that backbone role.

3,422 students recieved services to support academic success2,466 taxes filed for free through SC Thrive - The Benefit Bank10,025 individuals and families received health services

KEYS TO A MODEL CAMPAIGNEDUCATE // SOLICITATE // APPRECIATE

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HELP EVERY EMPLOYEE FEEL PART OF SOMETHING BIGGERWhen we ensure that every employee is asked to invest in theircommunity, it creates a sense of team that leads to employeesatisfaction and retention. Don’t forget to also thank all theemployees afterwards for their campaign!

CREATE LEADERSHIP OPPORTUNITIESYou are already cultivating leaders in your organization. Invitingthem to join the campaign at the leadership level is another wayto add leadership, pride and recognition to their position withinthe organization. You can also assist in employee developmentby asking employees to lead engagement opportunities such asthe campaign or Day of Caring.

BUILD COMMUNITY CHAMPIONSThe more you educate your employees about our localcommunity through company activities, the more connected theyfeel to you and the place that they live. Caring employees areproductive employees! Allow Trident United Way to assist you increating year-round engagement opportunities to give, advocateand volunteer.

“Our leadership challenged us to develop our ownpersonal reason and story for supporting Trident UnitedWay. Once we fully grasped why we were on a mission itbrought things closer to home for other employees.”

Caleb Rodgers,2015-2016 Employee Campaign Coordinator

Santee Cooper

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UNLOCKING THE SECRETS TO YOUR SUCCESS

SELECT A STRONG CAMPAIGN TEAM Diversify for success.• Your best team will have broad representation from all departments and levels.• Have team members set goals for their departments and assist in deciding how best to engage peers.

INVOLVE COMPANY LEADERSHIP They can inspire others!• Ask your leadership team to support your efforts visibly.• Request leadership set aside 5-10 minutes for a TUW speaker at a staff meeting.• Invite your leadership team to make their commitment first.

KEEP YOUR STAFF ENGAGED We make community change year round!• Try to get everyone involved. Think about fun and creative ways to engage your colleagues.• Hold a food-themed event. When food is involved, people flock.• Highlight TUW’s groups for leadership giving.• We hope you and your colleagues will continue your commitment to the community year-round.• Contact your TUW Relationship Manager about other ways you can give, advocate and volunteer.

PUBLICITY AND COMMUNICATIONTUW can provide you with all the materials you need.• Advertise events and campaign dates early, often and everywhere. CORPORATE PARTICIPATIONAsk your TUW Relationship Manager to help you build out a corporate engagement strategy that could include:• An employee gift-matching program• Local and national corporate grants for TUW’s work in education, financial stability and health• Volunteer opportunities for employees

SPREAD THE WORDGet the word out about TUW-funded programs that may help your employees. Ask your Relationship Manager about the Prosperity Centers, free tax assistance, the 2-1-1 helpline, SC Thrive - The Benefit Bank and other tools to help anyone in need.

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LEADERSHIP GIVINGA few simple steps to develop your company’s Leadership Giving Campaign:

• Appoint a leadership chair.

• Recruit a leadership team. Colleagues who will invite other colleagues to invest at a leadership level to ensure a higher rate of participation.

• Identify past leaders. They will be the best ambassadors to grow the leadership campaign.

• Pinpoint top Leadership donor prospects. Work with your leadership chair to determine who is most likely to contribute at the leadership level.

Leadership Giving Levels

Young Philanthropists Society

Women’s Leadership Council

African AmericanLeadership Council

Alexis De Tocqueville Society

Palmetto Society

Director’s Circle

Executive Circle

President’s Circle

$1,000+

$1,000+

$1,000+

$1,000 - $2,499

$2,500 - $4,999

$5,000 - $9,999

$10,000+

GIVE YOUR CAMPAIGN A BOOST

STRATEGIES FOR SUCCESS

• Engage leadership to set the pace prior to the

general campaign.

• Develop and publicize the organization’s

Leadership investment goal as part of the

overall campaign goal.

• Talk to potential investors one-on-one.

• Hand-deliver personalized leadership pledge

forms.

• Leadership team members should thank each

past leadership donor for previous

contributions and invite them to make a new

or increased gift.

• Supply your Relationship Manager with proper spelling of names, job titles and correct

investment amounts for each Leadership donor.

• Ask your CEO to host a reception to acknowl-edge all leadership investors.

LEADERSHIP GIVINGINVEST TOGETHER

WOMEN’S LEADERSHIP COUNCIL:The Trident United Way Women’s Leadership Council (WLC) is an engaged network of philanthropic leaders in our community committed to improving education, financial stability and health in our region through their giving, advocacy and volunteerism.

AFRICAN-AMERICAN LEADERSHIP COUNCIL:Trident United Way’s African-American Leadership Council (AALC) allows members the opportunity to see the impact that their financial support and volunteerism have on community issues. The AALC seeks to magnify the power of individual giving through collective impact.

YOUNG PHILANTHROPISTS SOCIETY:Trident United Way’s Young Philanthropists Society (YPS) engages, empowers and unites young philanthropists in the Lowcountry who want to improve health, financial stability and education in our region. Members are provided engagement opportunities in the areas of volunteerism, professional develop-ment and networking.

PALMETTO SOCIETY:The Palmetto Society recognizes donors who give $1,000-$9,999 annually to Trident United Way. Nearly 1,500 members strong, the Palmetto Society accounts for 25 percent of all United Way giving in Berkeley, Charleston, and Dorchester counties. Palmetto Society members set a standard of charitable giving in our community and motivate others to contribute at a leadership level to Trident United Way.

ALEXIS DE TOCQUEVILLE SOCIETY:The Tocqueville Society remains America’s most prestigious philanthropic society. Members are part of a committed group of civic-minded leaders who help to shape the future of the Lowcountry. To join the Tocqueville Society, individuals contribute $10,000 a year or more to Trident United Way.

African-American Leadership Council

Women’s Leadership Council

Young Philanthropists Society

6Tocqueville Society

LEADERSHIP GIVING OPTIONS:Gifts can be made through payroll deduction, credit card, as a single gift, through stock, or you can be billed at home.

TOOLS AND RESOURCES

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Throughout your campaign, utilize the online Campaign Toolkit, located at www.tuw.org and click on “Give” to find more information. Your Relationship Manager is also an excellent source of support. There are a number of campaign resources available including the campaign envelope and pledge form.

$______________

Annual Amount*

________________Employee I.D.

SIGNATURE:*__________________________________________________________________ DATE: ________________

Visit us at www.tuw.org

No goods or services were provided in exchange for this donation. In order to protect your privacy, Trident United Way does not release your name to other parties unless otherwise authorized. This contribution will continue unless revoked or modified by donor. Tax ID#: 57-0314378

CheCk Cash $_________________________

Check # __________________________ (Payable to Trident United Way)

COMPANY COORDINATOR

FILLS IN*

3 HOW I’M HELPING*

I do not want to contribute to Trident United Way. Instead, I would like to self-select to a specific 501(c)(3) charity or charities. (There is a $50 annual minimum per designation. Processing fees apply.)

Name of Agency: ____________________________________________

Tax ID: _____________________________________________________

Full Address:________________________________________________

I authorize Trident United Way to provide my information to my designated agency. TUW always protects your privacy by never sharing your name to others unless otherwise authorized.

I want to contribute to Trident United Way’s Community Impact work, which strengthens the Lowcountry by focusing on the building blocks of a good life: education, financial stability and health.

* ALL REQUIRED FIELDS

4 MY INVOLVEMENT WITH TRIDENT UNITED WAY (Check all that apply)

I (and/or my spouse) qualify for membership in the Palmetto Society with an individual or combined gift of $1,000.

Please list me/us in the Palmetto Society register as:____________________________________________________

If gift combined with spouse, spouse name, and employer if applicable:____________________________________

I qualify for membership in the Women’s Leadership Council (WLC) with an individual gift of $1,000 or a combined gift of $2,500.

I (and/or my spouse) qualify for membership in the Young Philanthropists Society (YPS) with an individual or combined gift of $1,000

(age 40 and under) Youngest spouse- Check One: Myself My Spouse Birth Year: ________

I (and/or my spouse) qualify for membership in the Young Philanthropists Society (YP20) with an individual or combined gift of $500.

(age 29 and under) Youngest spouse- Check One: Myself My Spouse Birth Year: ________

I (and/or my spouse) qualify for membership in the African-American Leadership Council (AALC) with an individual or combined gift of

$1,000 My gift will be restricted to TUW Impact areas as designated by the AALC Steering Committee. I/we wish to learn about Trident United Way’s Legacy Society and planned giving.

I/we have been giving to United Way for more than 10 years. Giving since (approximate year): __________

I would like to direct my gift among Trident United Way’s impact areas:

Education $_________

Financial Stability $_________

Health $_________ (Must add up to total pledge)

2016 Trident United Way Campaign

THANKYOU!

2 HOW I PREFER TO GIVE* (Suggested giving: See back.)

Easy Payroll DEDuction (Each Pay Period)

2% of my pay 1% of my pay One hour’s pay every month

Per pay period: $45 $35 $25 $15 $5Other $ ___________ per pay periodGiving by Credit Card (Please complete 2016 Credit Card Payment Form)

($50 annual minimum) $________________

1 ABOUT ME (Please print legibly)

(Mr./Ms./Mrs./Dr.)* FIRST NAME* LAST NAME*

Home Address City State ZIP*

Work Phone Home Phone Cell phone Birth Date (mm/dd/yyyy)

Work Email Personal Email Company

Covered by corporate cornerstone supporters and other generated income.

CAMPAIGN

ENVELOPE

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SECTION A + SECTION B TOTAL: Including Corporate, Employee & Individual pledges and matches

ALL CONTRIBUTIONS # of Leadership Givers ($1,000 +) in this envelope

TUW OFFICIAL USE ONLY DO NOT WRITE IN THIS SECTION

SECTION B - Employee/Individual Pledge Summary Type of Pledge # of Donors Pledge Amt.$ Pmt Encl.$ Payroll Deduction N/A Special Events All Other Pledges: must break out and total Cash Check Foundation check To Be Billed Credit Card Stock Other: Campaign Other: Non-Campaign Paid Direct by Other N/A Designations Included? r YES r NO

SECTION B TOTAL: Employee/Individual

SECTION A - Corporate Pledge Summary Pledge Amt.$ Pmt Encl.$

qPledge qCornerstone qPaid Direct by Other N/A qBenefactor Gold $5,000 | Silver $2,000 | Bronze $1,000

qL.E. Sponsorship $5,000

CAMPAIGN YEAR: 2016

PLEDGE ENVELOPE SUMMARY REPORT (instructions provided on the back of envelope)

Include only those employee and corporate pledges in this envelope.

TUW Account #__________________________

qCompany qIndividual Name:_____________________________________ Comment:___________________

Memo to Name:____________________________________________________ ___________________________

Memo Acct#:_________________________________________________________ ___________________________

PO Box 63305N. Charleston, SC 29419

(843) 740-9000(843) 566-7193 fax

www.tuw.org

Non-Campaign: Campaign:

rCorporate qIndividual qGrant qPlanned Giving rEmployee qSIB Funds qIn-Kind qOther______________ qOther____________

Company Representative/Processed byTelephoneDate Signature

TUW Staff Responsible

Pledge Form Distribution: WHITE copy in pledge envelope l YELLOW copy to your payroll department l PINK copy to donor

Submitted for Processing

# of Donors Pledge Amt.$ Pmt Encl.$ N/A

All Other Pledges: must break out and total

Envelope Total $ Total Paid $ Total Due $ Designation Total $ Initial Entry by: Date Audited by: Date Donor Entry by: Date Notes:

Exception Log: r YES r NO

SECTION A TOTAL: Corporate q Please Bill Us

$

Trident United Way

# $

SECTION A - Corporate Pledge Summary Pledge Amt.$ Pmt Encl.$ qPledge qCornerstone qPaid Direct by Other N/A qBenefactor Gold $5,000 | Silver $2,000 | Bronze $1,000

qLoaned Executive Sponsorship $5,000

SECTION A TOTAL: Corporate

Please complete all known items, especially the yellow highlighted areas.

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CAMPAIGN PROCESSINGTIPS AND TRICKS

THE PLEDGE FORMSReview and finish pledge forms to make sure TUW can process them according to your employees’ wishes. • Review to ensure the basics are included: the employee name, how they are giving, how they are help-

ing, and a signature. • Fill in the annual amount and employee I.D. for TUW. The employee I.D. can be used either for your

internal I.D. or for the TUW donor I.D. Ask your Relationship Manager for a list to help here. • If employee selected an agency(ies) to designate to, review to make sure all requested information is

provided, including Name, Tax ID and Address. Not including all information can cause delays in providing funds to the agencies. A list of approved 501(c)(3) organizations can be found through the IRS Select Check tool at: http://apps.irs.gov/app/eos/.

THE PLEDGE ENVELOPE Complete the envelope with the following at a minimum to prevent delays in processing: • Company name • Section B• Designations • All contributions total• Your name • Signature Add other information as necessary including:• Section A• Other transaction information for special transactions including Cornerstone, Benefactor, etc.

PAYMENTS ON PLEDGES Communicate with your finance or payroll department to make sure payments include:• Your company’s TUW Account # • Company Name • Campaign Year 2016 e.g. #968 Best Company 2016• Ask your Relationship Manager for the company TUW Account # if unknown

A helpful new option: Make your processing experience easier by using our template spreadsheet!

While spreadsheets are not new, we now have the ability to upload pledge and payment details from a template into our system. This can greatly reduce your time and errors

that can occur in data entry and allows us to apply payments against specific employees. Let your Relationship Manager know if you’d like more information on this option.

On behalf of the TUW Finance Team, thank you for all of your help in running the Trident United Way 2016 Campaign!

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Meet with your Trident United Way representative and begin planning your campaign

Attend the Employee Campaign Coordinator best practices training

Go to www.tuw.org for ideas and sample materials

Secure CEO or senior management support

Establish campaign goals like dollar amount and participation percentage

PLAN

CAMPAIGN CHECKLIST

Recruit and train your campaign team. Establish a timeline.

Begin campaign promotion

Secure a corporate gift or corporate match commitment

Send a message from management to employees

Order campaign supplies and prepare your campaign materials

Prepare a spreadsheet template for your e-Pledge campaign

GEAR UP

Conduct a leadership meeting to help kick off the campaign.

Hand out pledge forms and/or email information about online giving to employees

Send follow-up emails and offer incentives to keep enthusiasm high

Hold meetings and education sessions about TUW’s work, while offering incentives to employees

RUN

Send a reminder email that the campaign is concluding and pledge forms are needed

Collect and double-check pledge forms are complete: Pink copy to individual, yellow to finance/payroll,

white to TUW

Complete envelope with white copy of pledge forms, contact Relationship Manager to submit to TUW

Submit contribution forms and final reports/data to your payroll department

Announce results to your employees and thank them with a celebration event, letter, email, etc.

Thank your campaign team, leadership contributors and other special groups

Gather feedback and notes for next year

CLOSE

YEAR-ROUND ENGAGEMENT

DUE DATE

GET YOUR EMPLOYEES ENGAGED!

Provide regular updates on TUW’s work and sign up on tuw.org for news in your inbox.

Include TUW’s feature success stories in your company newsletter

Host a team meeting offsite: include an agency tour, pov¬erty simulation or guest speaker.

Contact TUW for help finding volunteer opportunities that are the right match for your employees

6296 Rivers AvenueSuite 200

N. Charleston, SC 29406843-740-9000

www.tuw.org

“It’s so rewarding to support this United Way, because they

approach each issue with a targeted focus to create long-lasting results. I know by supporting them, this work will continue far into the future.”

Ed Rose

are. By consistently measuring effectiveness, they demonstrate a dedication to sound financial principles, making it an easy

choice to join their team.”

“Trident United Way’s incredible volunteer leadership

is a reflection of the elite organization they

President of Ingevity

Brad DavisRick Hendrick Auto Group