BN 10746 2988 RR0001
1927 – 2007
80 years of investment…
80 years of impact
> Welcome & ECC Role 1
> Getting Started 2
> Your Resources 3
Building Blocks 7
> Multiple Campaigns 14
> Leadership Giving 16
Icons Used in this Guide
The Special Events Guide
is available from the United
Way office. It’s full of ideas
This icon is a flag for special tips and & events that have been
insights on how to run a winning organized by UW
The info pad gives you useful
We are committed to
information about United Way in your
protecting your privacy.
All ECCs, Canvassers,
and Committee members
with access to donor giving
information must sign a
Use this information to stay away from
Please see your UW Rep
potential campaign traps you may want
for further information.
Welcome to the United Way
The Leadership Giving Program is an invitation to make a meaningful Team!
gift of $500 or more to help address the existing and emerging needs Tip
Thank you for volunteering for United
in Burlington and Hamilton.
Way. As an Employee Campaign
You’re not alone!
Chair, you have the opportunity to play
United Way's Leadership Giving Program was formally established in Support is available. Call
an extremely important role in helping
1989 in an effort to "recognize and promote giving at the $1,000+ the United Way office for
level." assistance, suggestions
This Employee Campaign Chair Guide
and tools to enhance your
has been produced for your
The Leadership Giving Program is now an integrated and integral part Campaign!
convenience. Please review this
of employee campaigns. Phn: 905-527-4543
handbook thoroughly. United Way
offers customized training workshops
The Leadership Giving Program now includes all donors giving $500 or
and agency tours to help you and your
and more. Every donor should be given the opportunity of enjoying the Phn: 905-635-3138
committee better understand how you
rewards of giving at the Leadership Level. Fax: 905-632-1918
do make a difference.
We all want to make an impact on our community and leave a legacy Email: firstname.lastname@example.org
of hope for the future. By making a meaningful gift through United ECC Role
Way, and combining it with the gifts of thousands of others, we do An Employee Campaign Chair is a key
make a difference to the lives of people in our community. Through volunteer in the workplace who is
personal commitment as a Leader, Leadership donors inspire others responsible for managing and
to make the most meaningful contribution they can to our community monitoring the Workplace Campaign.
through United Way. Increased awareness about the Leadership You will lead the annual United Way
Giving Program and the affordability of giving through payroll Campaign at your workplace. You will
deduction has inspired more employees to become Leadership pull together a volunteer team, motivate
donors. and manage this team to achieve great
Leadership gifts enhance campaigns significantly. If you would like success, while helping our community
to conduct a Leadership Campaign in your workplace or hold a at the same time.
Leadership seminar, please call United Way at 905-527-4543 The steps outlined on the next page will
or 905-635-3138. help you meet this objective.
Getting started 6. Local content: If the location is in
Talk to your United Way Staff partner or Loaned Associate another community, co-ordinate with
your local United Way to ensure the
Review past year’s campaign results By including a
local United Ways provide information,
brochures, speakers and support to the representative from each
Identify areas of potential increase
location co-ordinator. location, you will:
Build your team > Ensure all locations
7. Reporting and Monitoring: It is have input into the
Recruit effective, committed committee members and/or
crucial that employees understand the campaign plan
Canvassing Reps from all areas of your organization (see
procedures and contact names for > Avoid delays in
committee structure section)
returning pledge forms. A system relaying campaign
Schedule an orientation for all members of your team needs to be developed. Pledge forms information back to the
can be returned to location various locations
Assign tasks and responsibilities to each team member
co-ordinators, canvassers or a central > Ensure all employees
Plan and Run your Campaign payroll department. have an opportunity to
learn about and
Determine your goals and develop a plan and timetable in 8. Recognition for location's
contribute to United
partnership with your team and United Way Rep in order to achieve campaign team: This could be one in
these goals a variety of ways – CEO hosts a
luncheon/reception for all head office Info
Co-ordinate an effective, person-to-person distribution and
and location volunteers, CEO attends
collection of personalized pledge forms by Canvassing Reps
location meeting with location
During the United Way’s
Link pledge forms to draws and incentives rather than trying to raise co-ordinators to thank canvassers,
annual Campaign, over
money through special events canvassers receive a personalized
one thousand volunteers
thank you letter from the ECC, CEO
Create awareness about your campaign through United Way raise funds and distribute
or location co-ordinator.
speakers, posters, newsletters and stories them locally throughout the
Keep your team motivated and focused on the campaign community!
Monitor and report your results regularly to employees to keep them
informed (schedule a mid-campaign meeting with your committee
and United Way Rep to evaluate your process)
Thank and Wrap Up Info
Multiple Location Campaigns
Plan your thank you program to
When building your campaign team, remember to ensure all levels and
include donors, sponsors, campaign Thanks to dedicated
locations of your organization are represented on your employee
team members, key volunteers, individuals like you, last
committee. Experience shows that it is essential that each location has
CEO and Union(s) where year United Way funded
its own campaign.
appropriate more than 133 programs
and services at 64
Some basic campaign strategies for each location: Determine organization awards with agencies.
1. Recruiting a location co-ordinator: The co-ordinator is responsible your United Way Rep
for recruiting, training and recognizing canvassers, ensuring all
Report final results to United Way,
employees are canvassed and monitoring campaign progress.
management committee and
2. Recruiting a location campaign team: A location team will assist employees Tip
with implementing the campaign.
Complete Report Envelope and
submit to United Way Rep Make your own donation
3. Recruiting and training canvassers: Co-ordinators and canvassers
will need to organize an orientation session about United Way. Keep a copy of the report for next first and then canvass your
year’s campaign chair committee. This essential
4. Canvassing: Locations may have shift workers, part-time employees first step highlights your
or employees who rotate from one location to another to fill vacant personal commitment to
Remember that this is your campaign!
positions. The Canvassers Guide covers face to face canvassing, group this community campaign.
Tailor your campaign to fit your
canvassing and combinations of these strategies.
5. Communications & Publicity: A challenge often faced by multiple
locations is how to make employees at all locations feel part of the
Campaign Manager: is the United Way
campaign. To avoid isolation, ensure that information is relayed back to
staff person who works to facilitate all
location employees regularly, including dates, timeliness, campaign
employee and corporate campaigns
theme, results, events, etc.
within each sector.
Loaned Associate: is an employee loaned by their employer to United Tip
Way to motivate volunteers and inspire donors to support our
People give through
Agency Speakers: are agency staff or clients who can come to your
payroll deduction because
workplace to talk about how programs and services funded by United
it’s easy and convenient.
Way have made a difference in their lives or the lives of someone they
Over 70% of employee
giving comes from payroll
Leadership Presenters: are leaders in the community who give
presentations in your workplace about personal Leadership Giving.
Leadership Presenters can be booked through your Campaign Manager
or Loaned Associate.
Within your workplace:
The Committee: is the team of people who works with the ECC to plan
and implement the campaign. Each Committee Member is responsible
for a specific task. Platinum Award
Canvassers: are members of a Campaign Committee who personally $110 per capita
ask their co-workers to donate to the campaign (please refer to United
Way’s Canvasser Guide for more information on canvassing). Gold Award
$80 - $109.99 per capita
Increasing participation begins at the planning phase of your campaign.
Use the checklist below to see whether you are on track to increase
$50 - $79.99 per capita
participation this year!
Campaign Committee: Committee members are representative of
the structure, make-up and locations of your organization
$25 - $49.99 per capita
> Update regularly Canvassers: A Canvasser
> Follow up with employees that may be away on vacation Co-ordinator has been recruited on Tip
the committee to ensure that
9. SPECIAL EVENTS
sufficient canvassers have been Visit our United Way
Payroll deduction is the best way to raise money for your community.
recruited, trained and mobilized and website – it’s a great
Special events are an excellent way to create awareness and to
every employee is "asked" to resource for information or
highlight the progress of your United Way Campaign. They should be
participate additional tools for your
used to enhance the campaign. Remember: events are fun and are
Management support: Management campaign!
great for morale and awareness; however, they are not the most
effective way to raise money. When organizing special events, review provides visible support along with
what you hope to accomplish from the event, how successful it has allowing adequate time for
been in the past, how much time and effort is involved, who will volunteers
organize it and who will take care of all the details. Leadership Chair: A Leadership
Chair has been appointed to canvass
10. WRAP-UP & RECOGNITION
leadership donors ($500 +) and
Just as the beginning of the Campaign is marked by a kick-off, the
wrap-up is an important communication tool. A wrap-up indicates the
end of the campaign communicates campaign achievements and can Analysis: A partnership analysis has
serve as an opportunity to thank donors and recognize volunteers. been scheduled with United Way to
The following are some simple ways to thank donors: review previous results and identify
areas of opportunities, strengths and
> e-mail thanks
challenges. Previous results have
> thank you cards
been analyzed to determine which
areas need to be focused on to
> canvasser certificates
attract new donors
> mention in internal newsletters
Goal setting: A participation goal
has been set and the number of
donors required in achieving this
Canvassing: The most effective canvassing techniques have been 7. CANVASS
identified and a plan has been developed to approach all
Surveys show that the number one
employees, including retirees, part-time workers, shift workers, field
reason people don’t give to the United Some ideas for Kick-off
workers, new hires, etc.
Way is because they were not asked. events include:
Donor Education: An awareness plan is in place including group Canvassing is the most critical
> Thanks a mint
information sessions, agency tours and/or agency speakers component to the success of your
> Dress-up days
campaign. There are three steps to a
Pledge Forms: Pledge forms have been personalized > Pizza days
successful work canvass:
> Dunk tank
Payroll Deduction: Payroll deduction is being promoted as the > Prepare
> Pie throwing
easiest, most convenient way to give > Meet
> Tricycle race
Special Events: Events are timed to protect the canvassing and to > Follow-up
or the United Way staple
raise awareness of United Way 8. MANAGE & MONITOR … a BBQ!
Incentives: A prize/draw/incentive is being offered to encourage Before your Campaign begins, establish
strategies to increase participation, including participation awards to a monitoring system to keep track of
areas/departments that reach a certain level of participation Tip
employees who have been canvassed
Recognition: There is a plan in place to thank all donors, and the progress of your Campaign. You
can manage progress using forms, United Way funds 64
volunteers and employees to ensure high participation in the
e-mail, regular meetings, etc. Keep all agencies and 133
members motivated at this stage and programs and services.
submit donations regularly to the United For a complete listing visit
If you have checked off most of these boxes, you’re well on your way to
Way office. the web at
a great Campaign. Congratulations!
> Have a Committee member www.uwaybh.ca
responsible for monitoring or call for an Employee
> Develop a system for team leaders
and canvassers to monitor 905-527-4543
You can also call the United Way office for agency speakers to make Campaign Building Blocks
presentations or to book an agency tour. Balloons, stickers, The following Campaign Building
thermometers, flags and other materials are available on request. Blocks are a simple and effective way
Additional supplies can be purchased through United Way of Canada. to organize and run a successful United Each United Way is locally
Please let us know and we would be happy to provide you with a Way Campaign. Keep it simple and autonomous and is
catalogue. focus on the basics! governed by a local
volunteer Board of
Awareness 1. LEARN ABOUT UNITED WAY Directors.
Promotion of United Way and your Workplace Campaign is a crucial > Review this guide, brochure and
component in your Campaign’s success. Recruit volunteers to help you other promotional material
promote your agency speakers, your events and other important Alert
> Attend/organize a Training
timelines. The following are some suggested tools for promotion: Workshop through United Way
> Endorsement letter from CEO and/or Union Rep > Meet with your United Way There are CRA rules
> Newsletter/Intranet bulletin board Campaign Manager or Loaned around “Gift in Kind”
> Company Meetings Associate receipts. Please consult
> Agency Speakers > Ask for a customized agency tour with your staff partner
> Posters/Banners or visit a United Way agency before committing to any
> Visit the United Way website at receipt for auction items or
It is important that every United Way Campaign have a definite
beginning and end. To "kick-off" your Campaign you can organize an 2. BUILD A TEAM
event or another fun way to mark the start of your Campaign and pave The size and shape of your committee
the way for your canvassers. Make sure the kick-off reaches every will vary depending on the size of your
employee and is well publicized. A kick-off can be simple or elaborate. organization. An ideal committee will
> be representative from all
departments/locations of your
> have unionized employees and management represented be a mix 4. DEVELOP A PLAN & TIMETABLE
of past experience and new ideas. Tip
The best Campaign results come from
> organize an Orientation session and give your team an opportunity
a short-term, goal-oriented Campaign.
to meet with other members
Once you have finalized your timetable, Who decides where the
> review past results money goes?
put it down on paper and circulate it to
> discuss this year's Campaign strategies and establish the next
your committee members. While Volunteers determine the
planning your Campaign, it is important allocation of funds through
3. ANALYZE AND SET GOALS to follow up on specific responsibilities the Citizens’ Review
assigned to members of your team. process. This ensures
The basis for all successful campaigns is building on existing strategies
and developing new key strategies to enhance the campaign. Review money goes to programs
5. PREPARATION / AWARENESS
all information available by gathering statistical data and meeting with and services with the
United Way can provide you with the greatest impact.
last year's Chair/Committee and United Way staff:
following materials to help enhance
> SWOT Analysis - strengths, weaknesses, opportunities and threats
> Overall participation rate and average gift (by department if
> Pledge forms (Personalizing pledge
forms is always more effective)
> Leadership gifts ($500+) Alert
> Canvassing - the number of canvassers, the percent of donations
through pledge forms vs. special events
> Return envelope (for your
> Special events Protect Your
completed pledge forms, cash,
> Three key priorities for this year’s campaign Canvassing!
Work with your United Way contact person and committee to establish Events are great for
goals. These goals don’t need to be only financial but could target morale and awareness but
number of donors, participation rate, average gift, etc. should be timed so they
To establish a goal for this year, review the results of your analysis, don’t interfere with your
determine any factors that could affect this year's Campaign (morale, canvassing.
new management, restructuring, etc.), identify areas of high potential
and strategies to improve participation.