Thank you - YMCA · Letter from the Campaign Chair ... Thank you for joining the team that will make the y MCa’s ... youth development,

YMCATriangle.org • 1

Letter from the Campaign ChairDear YMCA Friends, What a privilege it is to serve as your 2015 Annual Campaign chair! Your participation helps us provide important resources to the people who need them most but might not have the financial means to take advantage of them. Being part of a community means supporting each other and making the world a better place. And that’s exactly what our Annual Campaign achieves, thanks to hundreds of dedicated volunteers like you. A full 100 percent of the funds collected go directly to programs and services that help build people – a fact we can all be proud to rally around. Without you, the YMCA would not be such a positive force throughout our community. Thank you for the role you play in enriching the lives of so many Triangle families and individuals. Sincerely,

Hope Holding Bryant Vice Chairman, First Citizens BankAnnual Campaign Chair 2015

Special thanks to our 2015 Branch Campaign ChairsA.E. Finley YMCA: Doug and Tina PageAlexander Family YMCA: David FountainAssociation Programs Branch: Van Krebs, Andi Curtis and James VannCary Family YMCA: Buck and Beth LawlerChatham YMCA: John King and Jamie VaughnChapel Hill - Carrboro YMCA: Will and Martha AldridgeDurham YMCAs: Michael and Liz GoodmonJohnston County YMCA: Paul FlahertyKerr Family YMCA and YMCA at The Factory: Heather HoldingKraft Family YMCA: Sandy ClarkLee County YMCA: Matt BrownPoole Family YMCA (formerly YMCA of Garner): Zach AmbroseYMCA Camp Kanata: Dale RimmerYMCA Camp Sea Gull and YMCA Camp Seafarer: Harris and Ashley Vaughan

Thank you for joining the team that will make the yMCa’s annual Campaign a success.

Working together, we have an impact felt far beyond simple dollars and cents – all the way to the spirit, mind and body of an entire community.

one child, one family, one relationship at a time.

Hope Holding Bryant

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TaBLe of ConTenTS

3 GeT To knoW uS: about your yMCa

4 a BRIGhTeR fuTuRe: annual Campaign

5 BeTTeR ToGeTheR: your Role as a Volunteer

6 MakInG a DIffeRenCe: What your Gift Provides

7 MeeTInG youR GoaLS: 8 keys to Success

8 STayInG ConneCTeD onLIne: Information & Resources

9 DRIVInG SoCIaL ReSPonSIBILITy: frequently asked Questions

10 PRePaRInG foR SuCCeSS: using the Pledge Card

12 CoMMunITy MInDeD: Matching Company & employee Giving Programs

My WoRkBook 14 My y Story

14 My Contacts

15 My Goals

15 My Donors

16 My Prospects

16 My Progress

GeT To knoW uS about your yMCa

ouR MISSIon To put Christian principles into practice through programs that build healthy spirit, mind and body for all.

ouR aReaS of foCuSThe Y is the nation’s leading nonprofit committed to strengthening communities through youth development, healthy living and social responsibility.

facts and figures• The YMCA was founded in 1857.

• 5,900 individuals volunteered with the Y last year.

• More than 130,000 people are involved members, volunteers, donors and program participants of the YMCA of the Triangle.

• We have 15 branches, 3 resident camps and hundreds of activities in Wake, Durham, Orange, Johnston, Lee, Chatham and Pamlico counties.

• The YMCA of the Triangle employs nearly 3,440 individuals, many of whom are teenagers benefitting from YMCA leadership experience.

• We serve more than 11,159 children every day of the school year through yMCa after School, Tracking out and yMCa Before School care.

• 1,500 children receive daily homework assistance through yMCa y Learning at 50 sites across Wake, Durham, Chatham, Orange, Lee and Pamlico counties. The program is fully funded through Annual Campaign donations.

• More than 7,267 kids participate in yMCa youth Sports programs helping them get active and learn new skills.

• 744 Camperships were given out at Camp kanata, Camp Sea Gull and Camp Seafarer last summer.

• This past February, more than 1,300 teens from across the state participated in yMCa nC youth Legislature in Raleigh.

• More than 1,000 teens participate in YMCA leadership, summer camps and adventure programs.

• Each day of the summer, more than 11,477 children attend YMCA of the Triangle Summer Day Camps.

• More than 12,000 fathers and children participate in the y Guides program, making it the largest in the nation.

annuaL CaMPaIGn 2015 Volunteer Guide


a BRIGhTeR fuTuReannual Campaign

Each year, thousands of people band together across the Triangle for the Y’s Annual Campaign. The Annual Campaign donations provide outreach and scholarship for programs such as after-school care, youth sports, health and wellness, summer camps, teen leadership and more.

It’s about peopleThe YMCA is a place where everyone is welcome, regardless of race, age, religion or financial standing. The Annual Campaign raises funds for families who can’t otherwise fully afford YMCA programs and services. It focuses specifically on providing children and teens with safe outlets, positive role models and opportunities to achieve their full potential.

It’s providing resources to support those in needCampaign contributions are invested in people. 100% of the money raised goes directly to programs and services for children, teens, adults and families. It does not pay general branch overhead or campaign expenses.

The Annual Campaign provides life-changing experiences and makes our whole community stronger through YMCA tutoring, mentoring, camping, aquatics, sports, wellness and many other vital programs and services, assuring that no one is turned away due to lack of funds.

It’s an opportunity to help others and give back to our communityThe YMCA of the Triangle Area is a 501(c)3 charity and one of the largest philanthropic organizations in the area, dedicated to helping children and families live healthier, more productive lives in spirit, mind and body.

BeTTeR ToGeTheRyour Role as a Volunteer

As a volunteer, you are joining a team committed to fun, fellowship and raising money to help families in need in your community. When you achieve your personal fundraising goal, you are ensuring there are enough resources for everyone who needs the Y!

youR TeaM IS CounTInG on you To:

Tell the yMCa StoryLet people know how the Y is strengthening the community and improving the quality of life for children, teens, adults and families.

attend campaign eventsBe active in team trainings, the Annual Campaign kickoff, report nights and your victory celebration. You’ll meet other campaigners, learn more about Y programs, receive important campaign tools and information, and celebrate success by hearing from individuals whose lives you are helping change.

Make your gift first Your gift demonstrates your commitment to and belief in the YMCA. After making a personal gift, it is much easier to ask someone else to do the same.

ask Ask family and friends to support your efforts by making a gift to the Annual Campaign.

Submit completed pledge cards weeklyPlease turn in cards to your branch campaign office for both those who give and those who decline.

Write personal thank you notes to the donors you solicitA hand-written thank you note is important and should be sent ideally as soon as 48 hours, but no later than one week, from when a donor makes a pledge or gift. You will receive YMCA note cards and can return them to the branch to be mailed out.

have fun and help others have fun!

Thanks to the involvement of over 1,600 volunteers, the yMCa celebrated a successful annual Campaign in 2014, raising over

$6.5 million!


MakInG a DIffeRenCeWhat your Gift Provides

$86 + youth Sports = the chance for a child to build confidence, learn skills and make new friends in a fun-filled, challenging season

$118 + Swim Lessons = an opportunity for a child to learn a valuable life-saving skill and a life-long, healthy activity through 8 sessions of swim lessons

$150 + Moving for Better Balance = participation in a falls-prevention program that uses movements of Tai Chi to help seniors improve balance and increase confidence for everyday activities

$166 + Camp high hopes = a week of transportation, meals, positive role models, exciting activities and character development for a child during our subsidized summer day camp

$171 + Summer Day Camp = a fun-filled week of exciting activities and character development for a child

$421 + Leaders Club = one year in a teen program that builds character, teaches teamwork, and reinforces service to others

$429 + Diabetes Prevention Program = a chance for an adult to experience a prevention program for those at risk of developing type 2 diabetes

$442 + LIVESTRonG at the yMCa = 12 weeks of group health & fitness programming, sharing and support for an adult cancer survivor

$466 + yMCa nC youth & Government = the opportunity to prepare a teen for moral and political leadership through one year of service and teamwork

$544 + Camp GRaCe = one week of day camp for children ages 5 – 15 with Pervasive Developmental Disorders or Autism $830 + Lightner y achievers = the opportunity for a minority youth to develop life goals and self-confidence during a year of this leadership program

$1,837 + Community hoPe = a year of faith-based mentoring and literacy development for a child who struggles academically

$2,295 + yMCa after School = one year of recreation, role models and homework assistance for a child

MeeTInG youR GoaLS8 keys to Success

Visit yMCa programs Witness firsthand the YMCA Mission and programs funded by the Annual Campaign. Talk to staff and ask questions. It will be easier to tell others about the programs when you can share a personal experience.

Make your gift first This is an important first step. It is difficult to ask others to make an investment in the YMCA before making your own.

Meet prospective donors face-to-face People give to people. It takes time to ask face-to-face, but it is far more effective and rewarding than asking by phone or email. By making time for a personal visit, you demonstrate genuine interest in a prospective donor. Discover what motivates each donor to give. By appealing to the interest of the donor, you are more likely to secure a favorable response when asking for a contribution.

Share the yMCa story Communicate the story and the case for giving with enthusiasm and passion! Share stories of individuals to demonstrate community needs and the benefits a gift will provide. Utilize YMCA staff to help you tell the story.

aim high, be specific When the time is right, ask for a specific amount. Don’t just talk dollars; focus on service – “Will you send a child to a week of Summer Day Camp for $171?” If the person has donated in the past, encourage an increase in this year’s gift. “Thank you for last year’s gift of $100. Would you consider sending a child to a week of Summer Camp for $171 this year?” The #1 reason people don’t give? They are not asked!

emphasize pledging Most people can give more over a period of time than at any given moment. Four payments of $250 become a generous gift of $1,000. Donors may also draft a credit card monthly.

ask about matching gifts Ask the donor if his or her employer has a matching gifts program. If so, the donor may turn in their company form to a campaigner along with their pledge card and payment, or they can mail in the form when payment is made. In order for a gift to be matched, the check must be made out to the YMCA of the Triangle Area. The reason for this is all organizations have to prove the gift is going to a 501(c)3 charity for their audits. Our YMCA branch names are not listed separately by the IRS as charities.

Thank donors personally Always follow up with a personal thank you note. Donors feel very passionate about their charitable giving, and often have a very personal connection to the Y. In your note, try to recreate the feeling the donor had when making the gift.

$1,476 + y Learning =

one year in our academic tutorial program for a child who struggles to reach school system benchmarks

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STayInG ConneCTeD onLIneInformation & Resources

www.yMCaTriangle.org/give/annual-campaign The YMCA of the Triangle website has a section dedicated to our Annual Campaign. It contains videos, testimonials and facts about the Campaign for donors and volunteers.

We encourage volunteers to share these videos and website links via email and social media. Let donors see how the Annual Campaign changes lives right here in our community through Y Learning, Community HOPE, Camp High Hopes, and other programs.

online DonationsThe YMCA accepts online donations of $20 or more through our online giving site which is accessible through www.YMCATriangle.org/give/annual-campaign. (Look for the large Donate now button.)

A donor making a gift online can pay the full amount or divide the pledge into monthly payments. Each month the card will be charged a portion of the pledge until the entire amount has been paid. The first payment is required at the time the pledge is recorded. Monthly draft date options are: 1st, 9th, 17th, 24th.

If you solicit a donor who wishes to make their gift/pledge online, remember there is a field for campaigner name, so you can earn the gift credit. But please do not also turn in a pledge card or that same pledge will be duplicated, and the donor will still be billed.

online PaymentsIf donors want to make a payment on an existing pledge, they must sign in to access their account via the “Fulfill your Existing Pledge” button. Do not use the “Donate Now” button or the same pledge will be duplicated.

DRIVInG SoCIaL ReSPonSIBILITyfrequently asked Questions

What is the yMCa?The YMCA of the Triangle is a not-for-profit 501(c)3 organization funded by membership and program fees, contributions from YMCA friends, corporations, foundations and grants.

We are joined together by a shared commitment to nurturing the potential of kids, promoting healthy living and fostering a sense of social responsibility.

The YMCA operates day and resident camps, health and fitness programs, youth programs, senior adult programs, family programs and much more. Each YMCA branch is unique and responds to the needs of its own community.

how does the campaign fit into the branch budget?The YMCA of the Triangle raises funds through our Annual Campaign. The dollars raised in each branch campaign stay at that branch. Contributed funds do not pay for branch operations, campaign expenses or support for other branches.

Why should I give money to the y? I already pay membership dues.Your dues cover the costs of running the Y and providing you the best member experience, but they do not support outreach programs and financial assistance. Your support in this campaign will provide safe, high quality, character-building programs for children, teens, adults and families who need our Y.

Why should I give to the y? I’m not a member.Your support is still needed! You benefit by having a strong YMCA in our community that provides meaningful opportunities to help young people grow into responsible adults. The YMCA makes our community a better place to live and work.

Can I give through a united Way campaign? United Way pledges/gifts made to the Annual Campaign are used to fund the YMCA’s greatest needs association-wide and are not designated to a specific branch. united Way code = 930

Does the yMCa participate in the Combined federal Campaign (CfC)?The YMCA of the Triangle participates in the Greater North Carolina Area Combined Federal Campaign (CFC). If you choose to designate your donations to the YMCA, please use our unique 5-digit CfC code number: 71258

have a question you can’t answer? For assistance, call your branch campaign leaders or branch staff at any time.


heLP TheMReaLIze TheIR PoTenTIaL

PRePaRInG foR SuCCeSSusing The Pledge Card

The pledge card is critical to the campaign operation.Every effort is made to ensure that there is only one card per prospect to prevent duplicate solicitations. You may request a certain person’s card but should not call anyone without obtaining a pledge card first.

Purple prior donor pledge cards represent those who pledged in 2013 or 2014. fill in the blank pledge cards should only be used when a purple prior donor card is not available.

Completing the Pledge Card1. Verify the donor’s name, address, email and phone number.

Note any changes on the card.

2. Birthdate and email are required if donor wishes to make payments to their pledge online.

3. Indicate the branch(es) to which the gift or pledge should be designated. Checks should be made payable to YMCA of the Triangle.

4. Note Method of Payment and billing instructions.

5. Please note that for fraud protection purposes, volunteers are not allowed to collect credit card numbers. If a donor wishes to pay using a credit card, simply check the box marked “credit card” and let the donor know a YMCA staff member will be getting in touch with them to collect their credit card information. Please make sure that all phone numbers are accurate.

Donors can also go online to make a gift using their credit card. If a donor will go online, do NOT turn in a pledge card. When they are making their online gift, they can name the campaigner.

6. Gifts of stock are accepted by the YMCA. Please contact Jodi Jetter at 919-719-9642 for transfer instructions.

7. Ask if the donor’s company matches gifts. If so, please indicate the name of the company, employee name and the dollar amount the company will match. Do not include match expected in the donor’s total pledge amount (see page 12). Donors must initiate the matching process with their employer as payments are made.

8. If the donor will be giving via company payroll deduction or United Way employee giving program, follow instructions on page 13.

9. If possible, get the donor’s signature if he or she pledges. The signature emphasizes the commitment.

10. Print your name and the date clearly on the Campaigner’s Name/Date line so the gift will be credited to you.

Returning the Cards to the yMCa• Complete the report envelope carefully.

• Place all completed pledge cards and any cash or checks in the report envelope.

• Submit report envelopes to the branch campaign office weekly. Please do not hold onto checks.

• If you are unable to contact a prospect, return the pledge card to the branch as soon as possible, so someone else may have an opportunity. Contact notes can be made on the back of the card.

InSPIReeDuCaTeMoTIVaTe


employee Giving ProgramsCoMMunITy MInDeDMatching Company

A. M. Pappas and Associates, LLCAbbott Laboratories FundAdobeAES CorporationAetna Foundation, Inc.Agilent Technologies FoundationAltria/Philip MorrisAmerican Express FoundationAmerican International Group, IncAmerican Tower CorporationAmgen FoundationAon FoundationARAMARKArchArch Insurance GroupArmdale Farm Kennel, Inc.AT&TAXA/Equitable InsuranceAZPACBank of AmericaBankers TrustBASFBay Networks, Inc.Bayer Crop ScienceBecton DickinsonBellSouthBerkley Mid-AtlanticBlueCross BlueShield of

North CarolinaBNY MellonBOC Group, Inc.Booth-Bricker FundBP Fueling Communities ProgramBristol-Myers Squibb Foundation, Inc.C.R. Bard Foundation, Inc.Cadence Design Systems, Inc.Capital Investment PartnersCardinal Health Foundation, Inc.Carolina TitleCaterpillarCharles Schwab CorporationChase Manhattan FoundationChemical BankChubb and Son, Inc.Cisco SystemsCitigroup FoundationCitrix Systems, Inc.Clarkston-Potomac Group, Inc.Clorox Company FoundationCompaq Computer CorporationComputer Associates International, Inc.Cooper Industries FoundationCovidienCPC InternationalCreative ContainersCredit SuisseCrown Castle USA, IncDannon CompanyDeutsche Bank Americas FoundationDigital Equipment CorporationDominion FoundationDuke Energy

Eaton CorporationEisai Inc.Eli Lilly and Company FoundationEmerson Electric CompanyEnergizerEricsson GE Mobile CommunicationsEricsson General ElectricFirst Tennessee/First HorizonFirst Union CorporationFollett CorporationFreedom ForumFujitsu Network SwitchingGannett FoundationGap FoundationGE FoundationGemicoGenentechGeneral Electric Mortgage CapitalGenworth FoundationGlaxoSmithKlineGoldman, Sachs & CompanyGoogleGrenzebach Glier and AssociatesHCR Manor Care FoundationHigh Temperature Technologies, Inc.Hoffmann-La RocheHoughton Mifflin CompanyHSBCHuron Consulting Group, Inc.Hyperion Solutions CorporationInfineon Technologies FoundationInsurance Services OfficeIntelIntuit FoundationJ.P. Morgan & Co., IncorporatedJefferson Pilot - FinancialJohn D. and Catherine T. MacArthur

FoundationJohn Deere & CompanyJohn Hancock Financial Services, Inc.Journal of Bone and Joint Surgery, Inc.Juniper NetworksKBRKennon, Craver, Belo, Craig & McKee,

PLLCKimberly-Clark Foundation, Inc.Kraft FoodsLaboratory Corp. of AmericaLandamericaLexisNexis CaresMacy’sMallinckrodtMass Mutual Life Insurance CompanyMcDonald’s CorporationMcGill Development CorporationMcGraw Hill FoundationMcKesson FoundationMcKinney and Silver, LLCMedco Health SolutionsMerck Company FoundationMerrill Lynch & Company Microsoft

Minerals TechnologiesMonsantoMorgan StanleyNational Starch and Chemical

Foundation, IncNationwide FoundationNCR FoundationNorthwestern Mutual LifeNovartisNovozymesNuveen InvestmentsNVIDIAOccidental Fire & CasualtyOppenheimer Funds, Inc.OraclePentair Water Pool and SpaPepsiCo FoundationPfizer FoundationPIMCO FoundationPNC FoundationPrince FoundationPrincipal Financial GroupProduct Development CompanyPromoGraphixPrudential FoundationPulte Group, IncQualcommQuintilesR. H. Donnelley CorporationRaymond James & AssociatesRBC Financial GroupRed HatRedwoods GroupReebok Human Rights FoundationREI, Recreational Equipment Inc.RenRe Energy Advisors LtdReynoldsAmerican FoundationRTI InternationalRussell Corporation

Salomon Inc.Sara Lee FoundationSignet BankSix Continents Hotels, Inc.Square D Company/Schneider ElectricSt. Pauls Insurance Co.T. Rowe Price FoundationTarget CorporationTeleflex FoundationTenet Healthcare FoundationTexas Instruments FoundationThompson, Siegel and WalmsleyThomson CorporationThomson ReutersTIFF Advisory ServicesTimes Mirror CompanyToyota FoundationTravelers GroupTriangle Commercial Painting LLCTycoU.S. CellularUBSUnited TechnologiesUniversal Leaf Tobacco Company, Inc.UnumProvident CorporationUPSVerizon FoundationW.K. Kellogg FoundationW.W. Grainger, IncorporatedWheat First SecuritiesWhite Mountains Capital, Inc.Winn Dixie Stores, Inc.Workman Publishing CompanyXeroxXilinxYSI Foundation

If you turn in a pledge card for a donor giving $400 with a $400 match, the donor is billed by the Y for $400. after the donor makes payment, they should then let their HR department know so the Y can validate it has received the funds. The company later sends the Y a check for the matched amount (another $400). The amount “matched” by a company depends on that company’s policies, but in most cases it is 1 to 1. The donor will be “recognized” for $800. Below is a sample matching company pledge card and companies that have matched gifts to the Y. Please note that matches cannot be confirmed for pledges, only payments.

Pledge cards for donors working at employee giving companies should be marked “Employee Payroll Deduction” or “United Way”. See list of those companies below. In the example pledge card below, the donor will have to set up a payment to the Y directly through the donor’s HR department.

With employee giving, do not mark any dollar amount in the match area of the pledge card. The full dollar amount should be listed in total pledged with “Employee Payroll Deduction” or “United Way” checked below. Please also include employee name.

all Matching Company or employee Giving requests should be processed through the financial Development office. Please forward all communication to Karen Hamilton. [email protected]

employee Giving Companies Allstate FoundationAmeriprise FinancialBank of AmericaCitrix Systems, Inc.The Clorox Company Coventry Health CareDell Direct Giving CampaignDuke EnergyFedExIBM CorporationInsperity

LenovoMicrosoftMorgan StanleyNationwideNVIDIAPfizer FoundationPitney BowesSunTrustWakeMed Gives Employee CampaignWells Fargo Community Support

My TRaCkInG WoRkBook

My y Story

Use your story to help frame your conversation with potential donors. Take a few moments to write down what the YMCA means to you. _______________________________________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________________________

_______________________________________________________________________________________________________________________________________________ Try to answer the following questions in your response: Why do I volunteer? Why do I give? What benefits have I received from the YMCA? What is the best part of The Annual Campaign?

My Contacts

Team name: ___________________________________________________________________________________

Team Leader: _________________________________________________ Contact Information: _______________________________________

My Teammates: Contact Information:

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yMCa Staff names & Titles: Contact Information:

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My Goals

Branch Goal: $ ________________________________________________ Team Goal: $ ___________________________________________________

Personal Goal: $ ________________________ number of Gifts: ________________________ Volunteers: ____________________

My Donors

Prior Donors (for returning volunteers) 2014 Gift 2015 Target outcome

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My Prospects

Prospective Donors 2014 Gift 2015 ask outcome

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My Progress

Total Gifts/Pledges Percentage of Goal Week 1: _______________________________________________________ _____________________________________________________________________

Week 2: _______________________________________________________ _____________________________________________________________________

Week 3: _______________________________________________________ _____________________________________________________________________

Week 4: _______________________________________________________ _____________________________________________________________________

Week 5: _______________________________________________________ _____________________________________________________________________

Week 6: _______________________________________________________ _____________________________________________________________________

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Documents

Thank you - YMCA · Letter from the Campaign Chair ... Thank you for joining the team that will make the y MCa’s ... youth development,