About United Way of Kitchener-Waterloo _ Area

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					     Employee Campaign Coordinator
                                     Toolkit

   (everything you ever wanted to know about running a United Way campaign in your
                                          About United
   workplace… and if you find we’ve left something out, call us!)

               Way of Kitchener-Waterloo & Area
Why United Way?
Because some things we just need to do together. When you look at the complex
problem of community change, it becomes clear that making a meaningful impact
requires the power of partnership. Real change comes when we all work together
toward a common goal: the support of our community.
United Way looks at the major challenges in the community and works with the
community to focus resources on the most pressing social service issues.

Our Vision
Together…Strengthening the community for all.

Our Mission
Through collaboration, build on our community‘s resources and strengthen our
capacity to improve the quality of life for all.

Community Campaign and Your Support:
   Provides stability for the human service sector. In Kitchener-Waterloo and
    Area, annual United Way campaigns have raised more than $80 million since
    1941, funding community organizations that work to improve the quality of
    life for all.
   Mobilizes the community‘s volunteer activities to accomplish United Way
    campaign goals
   Creates partnerships with community organizations and leverages community
    strengths to do more together than we each could alone
   What is a Workplace Campaign?
      Each year United Way of Kitchener-Waterloo and Area works with corporate,
       labour and public partners to raise money for programs that strengthen our
       community by helping people in need.

Workplace Campaigns and Your Role as Employee Campaign Coordinators:
Workplace campaigns are held at organizations ranging from small businesses to
international corporations to public sector organizations. A workplace campaign is a
charitable fundraising drive organized by individual organizations with the help of
United Way. Donations can be made by the host organization, by employee making
donations or pledging gifts, and by employees participating in special events. Through
a coordinated canvass effort, all employees in participating work places are invited to
make contributions to their community through United Way.

United Way workplace campaigns have many benefits for employees and the
community. Workplace campaigns:
    Make it easy for employees to give – through payroll deduction, a gift can be
       made over the course of a year
    Educate employees about community issues and giving opportunities -
       allowing them to make an informed decision
    Provide stable, ongoing financial support for a network of community
       organizations
    Maximize the impact of giving–frontline social service issues are addressed in
       the most direct way possible, through carefully considered funding of
       agencies, programs and grants
    Ensure that vital services in our community receive much-needed support.
       One in three lives is touched by United Way-funded programs, meaning
       someone you know has probably received support
    Employee campaigns let workplaces help others while also helping
       themselves. An employee campaign, combined with a generous corporate
       contribution, not only demonstrates that your organization is a good corporate
       citizen, but also builds a greater sense of loyalty and trust with consumers and
       employees toward that organization.




As the ECC, you will be asked to:
     Work closely with your United Way representative to develop an effective
       campaign strategy
     Attend an ECC Training session
     Assemble a campaign committee that represents all levels of your organization
     Develop a campaign plan
     Submit pledge forms and campaign reports to United Way
     Evaluate your campaign and make recommendations for next year
     Have fun while raising critically-needed dollars for your community

Who Can Help You Succeed in your role as Employee Campaign Coordinator?
   Development Staff
        Your United Way staff partner is available to support you in coordinating all
         aspects of planning, running and reporting your campaign. United Way‘s
         development staff is comprised of dedicated professionals who are committed
         to helping you achieve optimal results for your organization and the
         community.
        Loaned Representatives: are corporate, labour or public sector employees who
         are ―loaned‖ to United Way by an organization to support campaign
         fundraising. They fulfill the same role as staff partners from September to
         November. To learn more about this program – ask your Loaned Rep or Staff
         Partner – that‘s what we‘re here for – to help you!


5 EASY STEPS TO A SUCCESSFUL WORKPLACE CAMPAIGN!
Check out our easy to use fill in the blank form!

STEP 1 – WHO WHO WILL PARTICIPATE IN ORGANIZING
             YOUR CAMPAIGN?
             Name                           Role /           Date to be
                                            Responsibilities Completed By
Employee     (fill your name
             here!)
Campaign
Coordinator
                   l ne d
COMMITTEE Weel pa flr o me o ua l i t t l e
             h                r
                             friends!



CANVASSERS
                                                          People who will speak
                                                          one-on-one to their co -
10 employees : 1                                          wo rkers a bout do na ting
canvasser                                                 to United Way



STEP 2 –                     WHAT WILL YOUR CAMPAIGN LOOK LIKE
WHAT
                             i.e. For a city to be truly great, it must be great for everyone. (United Way of
Campaign                     Ottawa)
Theme:
This can generate
enthusiasm and
excitement
                             This can be based on participation or a dollar amount!
Campaign
Goal
Gives your workplace a
target to aim for – aim
high!
                             Does your workplace have an intranet, weekly team meetings, morning
Communication                announcements, workplace safety meetings, bulletin board,
tools available
Communication is key – how
will you communicate your
campaign details to your
workplace?


STEP 3 -                        WHERE WILL YOU HOLD CANVASSING /
WHERE                           EVENTS
                                Do you need a special room or area for canvassers?
Canvassing
                                Do you need to get permission / permit or reserve a location, or confirm your
Special Events                  budget for your special event?




STEP 4 – WHEN                                            WHEN WILL YOUR
                                                         CAMPAIGN RUN – DATES and
                                                         TIMELINES
Kick off / Touchdown Dates
                                                         i.e. In a two week long campaign, pledge drive and
Pledge Drive                                             canvassing should take place in the first week and any
                                                         special event fundraising should be scheduled during the
                                                         second week.



                                                         Invite your United Way staff or Loaned Rep to
Canvasser Training                                       facilitate – we do all the work for you!



Special Events:
We can provide you with some ideas too!

Reporting your Results to                                BEFORE NOVEMBER 17th, 2006
United Way!                                              PLEASE!!!!




STEP 5 - HOW                   WHAT MATERIALS YOU NEED TO FULFILL
                               YOUR PLAN
Campaign                 Must Have:
                             Pledge cards
Materials                    Donor Summary – we don’t share names!
                             Financial Summary – new format!
                         Marketing Tools:
                             Campaign brochures
                             Campaign posters
                             Leadership brochures
                             Snapshots (report to donors)
                         Awareness Building Activities:
                             Canvasser training* (highly recommended)
                             Agency Speaker* (highly recommended)
                             Seeing Is Believing Tour* (highly recommended
                                   Above are arranged through your UW contact
                         Special Event Tools:
                             Dress down stickers (first 50 at no charge)
                             Balloons (limited supply, request early)
                             Banners (limited supply and time sensitivity)
                             Aprons (limited supply and time sensitivity)
Please don’t hesitate to call your staff partner or loaned representative
to discuss this outline in more detail, that’s our job – and we’re here to
help you! Call us at: 519-888-6100 ext. (as your staff partner or
Loaned Rep!)
                    YOUR UNITED WAY OF
                   KITCHENER – WATERLOO
                   WORKPLACE CAMPAIGN

A) Getting Started
Each year, United Way hosts free campaign-training events for ECCs and their
campaign committees. Once you have taken on the role of ECC, contact United Way.
Frequent and early contact with your United Way representative will give you the
maximum amount of time to think about and plan all the elements of your campaign.

During your first meeting with your United Way representative, you will be asked to
provide information that will help United Way serve you better. In addition to your
campaign start dates, your United Way representative will need to know how many
employees there are at your workplace, who to contact in payroll if there are questions
and which Union or Unions represent your employees.

Confirming Top Level Support
Great campaigns start at the top! Senior management support and the support of your
Union contribute significantly to the success of your United Way campaign.
Before you begin assembling your campaign plan, confirm active support from your
organization‘s senior manager. Your United Way staff partner can help you develop a
strategy for approaching this individual to ask for their support and involvement.
Among the topics you should cover are:
     Active endorsement of the campaign
     A budget for campaign activities and incentives
     Support of United Way through a corporate gift
     Support for a Leadership presentation

Securing A Corporate Gift
Securing your organization‘s corporate gift prior to the campaign helps you promote
your organization‘s commitment to United Way. Some companies determine their
corporate gift by matching the amount pledged by their employees, effectively
doubling their generosity and impact.
Additionally, a corporate gift demonstrates to employees your organization‘s
commitment to the community.

Here are some of the most notable benefits of corporate giving:
    Enhanced reputation and positive name-recognition in the community
    Opportunities for new and enhanced relationships with community leaders
    Improved customer loyalty
    Competitive advantage in attracting and retaining employees
    A sense of common purpose within your organization
    Healthier, more vibrant communities in which to do business.

Corporate Pacesetters
An organization that pledges their corporate gift, completes their employee campaign
or completes special events and remits the final paperwork by the first Friday in
September is referred to as a Corporate Pacesetter. Pacesetters receive additional
recognition in The Record and also in ‗Snapshots‘, United Way‘s annual report to the
community.

Please join us by confirming your corporate gift by the first Friday in September
For more information on the Pacesetter program, please contact your United Way
representative at 888-6100.

Communicating Top Management Support
When distributing campaign brochures and pledge forms, include a short letter of
support and endorsement from your organization‘s leadership. This letter can be
signed by your organization‘s president, campaign chair, Union leader or by the most
senior member of staff within your office. Some larger companies that run campaigns
across the country will include this letter on a national level.



B) Planning Your Campaign

Building Your Team
Like many aspects of doing a job well, workplace campaigns rely heavily on
teamwork. That‘s why assembling a dedicated campaign team is important to success.
The number of committee members you recruit and the types of tasks they complete
will vary based on the size of your organization. A diverse campaign committee
ensures that all levels of your organization are well represented in the campaign.

Here are some of the roles you‘ll want to think about for your committee:

Previous Employee Campaign Coordinator
    If you are a new ECC, you may wish to ask the previous ECC to provide
       information on last year‘s giving and to serve as an advisor.

Leadership Champion
    In small workplaces, this person heads the Leadership portion of the campaign
      and is responsible for soliciting gifts of $1,000 or more. In large workplaces
      the Leadership Champion directs a separate Leadership Campaign (booking
      Leadership presentations, etc.) that runs within the workplace campaign. This
      individual should be a committed Leadership donor who is respected in the
      workplace.

Labour Representative
    In unionized workplaces, it is important to include a Labour representative on
      your committee. The Labour representative often co-chairs the committee with
      you (co-ECC) and should be a senior Union member. This individual assists
      with strategies that appeal to labour, and speaks at group sessions where
      Union members are present. They communicate the link between United Way
      and organized labour and endorse the campaign on behalf of the Union.

Committee Members
   Include representatives from the various levels within your organization:

Canvassers
    Delivers the United Way message to employees by facilitating one-on-one
        meetings and collecting pledge forms in their departments. The number of
        people you need to ensure an effective canvass, follow-up and collection of
        pledge forms will depend on the size of your organization (United Way
        recommends a ratio of 1:10-20)
Event Coordinator
    Coordinates the logistics of your kickoff, touchdown and special events
Marketing/Communications
    Promotes the campaign through organizational newsletters, intranet, events
        and other internal communications
Management
    Solicits the management team
Payroll
    Assists in processing pledge forms and provides timely reports on money
        raised
Retiree Champion
    Where applicable, coordinates the canvass of retirees
Training Your Team
Once you have assembled your team, schedule a Campaign Planning session and one
or more training sessions, so each member learns how to run the best campaign
possible.

Effective planning and training accomplishes the following. It:
     Educates each committee member about United Way, your organization‘s
        campaign history and current objectives in supporting United Way
     Builds a sense of teamwork and motivation among committee members
     Increases the team‘s comfort level with their roles and responsibilities
The Campaign Planning Session
Moving Forward by Looking Back
     Part of your Campaign committee training should include a review of your
        organization‘s giving history. By looking at what happened in previous years,
        you and your committee will identify the strengths of your campaign as well
        as new strategies to boost your results. This review is called a Campaign
        Planning session.

Establishing Timelines
    The best results come from a short, goal-oriented campaign. A one-or-two
       week period is ideal for running a campaign from kickoff to close. Your time
       frame may vary depending on the number of employees and locations you
       need to canvass, but remember, the longer your campaign, the more time
       you‘ll need to plan it.

Setting Goals
     First, determine where you are and then decide where you want to go. Set
       challenging yet achievable goals that will be communicated to all employees
       during the campaign. You can set goals along many lines, including number of
       donors, percent participation, average gifts and, most importantly, overall
       employee giving. In addition to setting an overall campaign goal, set goals to
       increase the number of Leadership donors, percent participation or average
       gift.
Key Strategies
     It is vital to look at every aspect of your workplace when evaluating past
       support and building your plan for success. Key strategies for soliciting
       everyone and creating strong campaign support can be found by assessing the
       following programs and determining if and where they fit into your campaign.

Joint Union Management Program
    Successful United Way campaigns in a unionized workplace involve both
       labour and non-labour employees. Your United Way campaign offers a unique
       opportunity to build bridges of communication and understanding between
       these two groups by:
    Inviting a Union representative to participate on your campaign committee by
       helping plan activities, speaking at Kickoffs where Union members are
       present, and encouraging recognition
      Recruiting a Union member to serve as a co-Employee Campaign Coordinator
       with a non-Labour co-worker.
      Recruiting Union members to canvass their peers
      Asking Labour to demonstrate its‘ support through written endorsements,
       announcements at Union meetings, and newsletter articles
      Thanking and recognizing the Union‘s support of the campaign

New Hires Program
    At many companies, new employees are not asked for their United Way
      pledges until the next campaign year. Some ECCs, on the other hand, have
      successfully built United Way into their New Hires orientation program. A
      New Hires program provides the opportunity for new employees to join their
      colleagues in support of United Way, and demonstrates your organization‘s
      commitment to our community.
    Ask your human resources department to include United Way information in
      orientation packages. Even if you cannot solicit a gift from a New Hire
      immediately, it will show that support of United Way is a part of your
      organization‘s corporate culture. It is also an excellent way to provide a list of
      human service resources in the community to your new employee.

Retirees Program
    This may be a donor base that you haven‘t yet explored. Results show that
       including retirees in your campaign can provide added revenue, volunteers and
       enthusiasm. This can be done by:
    Recruiting your retiree association or a well-respected retiree champion to
       help you plan a retiree campaign
    Asking top management to match retiree gifts
    Determining your canvass methods – either send a request by mail or invite
       retirees to participate in your campaign activities
    Thanking retirees for their participation

Leadership Campaign
    A Leadership Campaign is a campaign within the United Way Campaign,
      which focuses on developing Leadership donors and which is run by a
      Leadership Champion. For complete details on Leadership and how to run a
      Leadership Campaign, speak directly to your United Way representative!

What is Leadership Giving?
Leadership donors demonstrate their civic commitment and compassion by giving an
annual personal gift of $1,000 or more. Leadership donors also act as philanthropic
role models by inspiring others to give.

Leadership giving plays an integral part in every top-performing United Way
campaign. Leadership giving always boosts campaign results when used as a focal
campaign strategy within a workplace. The best way to convey the philosophy of this
key philanthropic model is through a Leadership presentation. Tracking shows that
when a workplace invites United Way to do a Leadership presentation, Leadership
giving increases by approximately 30%.
A workplace Leadership Campaign, which is managed by an on-site Leadership
Champion, provides individuals with the opportunity to make contributions at the
Leadership level. Although Leadership Campaigns may target individuals in senior
management, who may have a greater capacity to give, Leadership giving is an option
that is often exercised by all levels of staff.

Leadership donors enjoy special recognition opportunities for their generosity. Below
are the levels of the United Way of Kitchener-Waterloo and Area Leadership Giving
Program.

The Leadership Giving Program Recognition Levels
Benefactors - $25,000 plus
Builders - $1,500 to $1,999
Explorers - $10,000 to $24,999
Pathfinders - $5,000 to $9,999
Patrons$2,000 to $4,999
Leaders -$1,000 to $2,000
Friends - $500 to $999

Benefits For Leadership Donors:
Acknowledgement in the annual Leadership brochure
Acknowledgement in a full-page ad in The Record
Invitation to a reception honouring Leadership donors
Invitation to give as a Pacesetter Leadership donor (Leadership donors who, if their
gift is received by the first Friday in September, are recognized in The Record
Pacesetter ad in September)

Leadership donor‘s gifts work with the gifts of others, making the greatest
quantifiable difference in creating a charitable impact that improves people‘s lives.

Leadership Giving Campaign within your Workplace Campaign
Leadership Giving Campaigns specifically target donors who have the potential to
make a contribution of $1,000 or more. Leadership Giving Campaigns follow the best
practices of general United Way Workplace Campaigns. The key components of a
Leadership Campaign include a Leadership Champion, kick-off, canvass process,
collection and thank you letter. Additionally, Leadership Campaigns can run in
advance of the general workplace canvass.



Key Steps to Running a Leadership Campaign:
    Secure and communicate support from senior management for a Leadership
       Giving Campaign.
    Recruit a Leadership Champion to direct the Leadership Giving Campaign;
       this person should already give at the Leadership level.
    Review current and potential Leadership giving statistics - this would include
       identifying Leadership renewals and appropriate prospects for all levels of
       Leadership giving.
    Develop a plan of action and set goals.
      Establish timelines. As mentioned above, Leadership Giving Campaigns can
       run in advance of the general campaign. Announcing Leadership giving results
       during the general campaign kick-off generates excitement, builds enthusiasm
       and inspires others to give.
      Book a Leadership presentation at a regular meeting within the organization.
       The presentation will only take 20 minutes, and will be presented by a
       community volunteer who is also a Leadership donor. Alternately, see if a
       Leader can come to a meeting and have an informed 5-10 minute ―chat‖ about
       the Leadership program.
      Collect pledge forms during the Leadership presentation from those who have
       made their decision to give.
      Conduct one-on-one follow-ups with those who did not return their pledge
       form.
      Send a prompt personal thank-you to anyone giving at the Leadership level.
      Inform everyone in your organization about the option of Leadership giving.
      Share final Leadership results with Leadership donors.
      Provide donors names and amounts to your United Way staff partner(s).


Once you have identified your strengths and areas where you can improve campaign
performance, the following ideas can guide you in developing some specific action
steps for achieving your overall campaign goals:

To Increase Giving (Average Gift)
     Communicate escalating community challenges to employees by inviting a
       member agency speaker to employee meetings
     Train committee members to canvass individuals for donations and to
       communicate the key issues of our community
     Personally ask donors to increase their gift
     Incorporate Leadership into your Campaign. Appoint a Leadership Champion
       to coordinate a Leadership presentation and to solicit appropriate employees -
       both management and labour - for Leadership Gifts.
     Establish a competition between departments based on participation
     Personalize pledge cards
     Promote and encourage payroll deduction
     Express appreciation immediately

To Increase Participation (Number of Donors):
     Communicate the CEO‘s support. Ask your CEO to write a letter of support,
       attend group meetings, and make a personal gift prior to starting the campaign
     Obtain top management‘s endorsement and active support (in addition to the
       CEO)
     Ask Labour to endorse the campaign and actively participate on the committee
     Recruit a campaign committee with representation from all levels and
       departments
     Take your campaign committee on agency tours
     Rotate the membership on the campaign committee from year to year
     At the Kickoff, ask ALL employees to contribute and reinforce this request
       through a one-on-one canvass
      Invite United Way speakers to employee meetings
      Find an employee who is willing to give a testimonial or share a personal story
       about how they benefited from United Way services
      Establish department goals and/or a competition based on number of
       employees
      Collect pledge forms from all employees whether or not they choose to donate
      Recognize everyone for participating in the campaign




C) Running Your Campaign
Having a Campaign Theme
One way to create excitement and energy during the campaign is to develop a
campaign theme. All of your events, communications and activities should
incorporate this theme, producing a unique campaign experience for your
organization. Your United Way Representative can help you pick a theme, or your
committee can come up with one that your employees can relate to and that
incorporates aspects of your organization.

Kicking It Off
Once you‘ve established your plan, ironed out the details and raised awareness of
your efforts, it‘s time to launch your campaign. A kickoff event will give you an
opportunity to talk about your campaign goal, introduce your team of committee
members and canvassers, have management and Labour give their endorsement, and
talk about what you‘ve planned for the campaign. Many organizations make their
kickoff a special event, planning an employee barbeque luncheon, breakfast or other
activity that creates enthusiasm and fun while uniting the organization.

Sample Kickoff Agenda
     Welcome and Introduction - ECC (5 min)
     CEO Welcome & Endorsement - CEO (5 min)
     Agency speaker presentation (5-10min)
     Words From United Way representative (5min)
     Announce Campaign Details - ECC (10min)
     Campaign Committee
     Campaign Schedule
     Campaign Goal
     Thank You! - ECC (5min)
     Creating Awareness
Publicity and promotion put people in the campaign spirit by attracting their attention,
creating an enthusiastic atmosphere, and letting donors know what is happening. This
can be done through:

Internal Communications
Use your organization‘s newsletter, send e-mail, stuff payroll envelopes, create table
tent cards for the lunch room, or hang posters to announce campaign dates and the
names of your campaign team. You can also use these methods to inform employees
about community issues, explain the impact of their donations, and demonstrate why
their support is important.


Agency Speakers and Tours
If a picture is worth a thousand words, a speaker from a United Way funded agency is
worth many thousands more. Speakers ―humanize‖ the United Way message for your
employee group through sharing personal anecdotes and experiences, and can have
great impact at canvasser training sessions, committee meetings, kick-offs and in the
Leadership giving campaign.

An activity with even more effect than listening to an agency speaker is an agency
tour. A tour is especially helpful for canvassers and others on the front line of the
campaign. A tour connects volunteers with the reason for the campaign in a very
direct way. As we all know, seeing is believing!

Campaign Updates
Keep your employees informed about the campaign‘s progress. Thermometers are just
one fun way to keep track—feel free to be creative

Special Events
After your canvass is complete, try simple events like bake sales or book sales, or go
all-out with something more outrageous like pie throwing contests and dunk tanks!
Special events boost morale, community awareness and your campaign results.



Employee Testimonials and/or Success Stories
Find an employee who used a United Way Member Agency to help them deal with a
challenge. Sometimes these employees are willing to speak at kickoffs or to write
newsletter articles. Otherwise, your United Way representative can supply you with
local stories of individuals who have benefited from United Way funded programs.

Canvassing
The number one reason someone doesn‘t give is because they weren‘t asked.
A successful canvass requires knowledgeable, respected individuals who are
comfortable asking their co-workers for a pledge. It is important that every employee
be given the opportunity to hear about United Way and be asked for a contribution
through a one-on-one canvass. A ratio of 20 – 25 employees per canvasser is
recommended in order for canvassing to be easily completed within your campaign
timeline. Finally, the one-on-one canvass is most effective when employees are asked
to contribute by a peer.

Before Canvassing
    Schedule a convenient time to meet each employee
    Think about the employee. What do you know about him or her? What are
       his/her interests?

During Canvassing
      Ask for gifts in private, 10-minute conversations
      Explain why you give
      Share information about the challenges faced by our community. Explain how
       United Way is meeting and addressing those challenges. Sweeping comments
       such as ―It‘s really a great cause‖ are only the beginning. Use the statistics
       and stories provided by United Way at your training as examples
      Ask open-ended questions and listen. Be ready to change your appeal based on
       what your coworker tells you about his/her interests
      Explain pledge forms and choices
      Request a generous gift and suggest
      Payroll deduction
      An increased pledge
      Give everyone community information, a campaign brochure and pledge form
      Thank everyone, even non-contributors, for taking the time to listen and to
       discuss community issues

The Mail-Only Approach:
Making a request by mail can be an effective way to include retirees or employees
who work in satellite locations. It is important that the materials and cover letter be
personalized to make this approach as effective as possible. Use the letter to make a
specific request for a donation. If time permits, send a follow-up letter to those who
have not responded. Additional follow-up can be done by phone or e-mail. Don‘t
forget to thank these donors and inform them of the overall campaign results.

The Mid-Campaign Review
The Mid-Campaign review is an important opportunity for your campaign team to
stop and observe any strengths and/or weaknesses within the campaign as it
progresses. Ideally, at the mid-point of your campaign, dollars will have reached
60%+ of your campaign goal. Use this meeting as an opportunity for problem solving,
motivating your team, and thanking them for their efforts to date

At your Mid-Campaign review, you should:
     Review goals and progress to date
     Ask each canvasser and committee member to report on the following:
     Number of pledge forms distributed
     Number of pledge forms returned
     Estimated level of awareness (on a scale of 1-5) within their department
     Their personal action plan: ―My next steps are…‖
     Help/support needed
     Discuss other contingency plans and strategies as needed
     Review key dates and deadlines
     Identify the best methods of communication with others regarding mid-
       campaign results
     Generate excitement - countdown to the end
     Review next steps together


D) Closing your Campaign
Wrapping It Up
When your campaign comes to a close, it is important to take the appropriate time to
tally your results and transmit pledge information to United Way.

As you complete your campaign tally, remember to:
    Contact your United Way representative and set up an appointment to help
       reconcile your campaign results
    Seal the envelope with a copy of the Financial Summary inside and one
       stapled to the outside of the envelope
    Remit all funds and reports to United Way within one week of closing your
       campaign. This will allow United Way to process any cheques in a timely
       manner and offer quick recognition to Leadership donors
    Include a copy of United Way‘s pledge form or similar copy if your
       organization produces its own donor form
    Ensure that all cheques are made payable to United Way of Kitchener-
       Waterloo and Area
    Keep cash and cheques attached to the pledge form
    Submit original pledge forms for any credit card gifts, and make sure forms
       are signed
    Inform United Way if your organization offers payroll deduction and submit
       the names of all employees participating in payroll deduction
    Make sure all Special Events donations are made by cash or cheque and not a
       pledge form
    Remit a company cheque for the cash gifts from a special event
    Send United Way a list of your volunteers for recognition
    Give your United Way representative the name of a contact person in your
       payroll department who can answer payroll and payment inquiries
    Consider Pacesetter and Campaign Award deadlines
    Once you have completed your report, contact your United Way representative
       who will come to pick it up
    Your Results
    Be sure to celebrate the success of your campaign by reporting your results to
       the donors who made it possible.

Report the results to your CEO, who can then share them with your entire
organization. Staff meetings, employee newsletters, e-mail and voicemail are all great
ways to report that you hit your goal. It is also a great opportunity to reinforce the
power of working together. Consider holding a campaign touchdown event, such as a
luncheon or other activity. Invite everyone to celebrate your organization‘s
achievements.

Thanking Your Donors
Most people like to be recognized for their efforts, and working on your United Way
campaign is no exception. Whenever possible, send a note from the CEO – and the
Union Representative where appropriate - to each donor, thanking them for their
support.

Thanking Your Volunteers
If at all possible, convey your thanks to the committee members who have helped you
build your successful campaign at a Touchdown event. Don‘t forget to share your
campaign success with your entire organization and thank everyone for his or her
support! Let volunteers know that they will be receiving a volunteer certificate for
their efforts.

Evaluating Your Campaign
Completing an evaluation will help next year‘s campaign team learn from your
successes and challenges. Keep a copy of the report for your files and share a copy
with your United Way representative.

Are you interested in winning a campaign awards?
Campaign Awards are presented at the Achievement Event at the end of the
Campaign to recognize top campaigns for the year in the following divisions:
           o Agency
           o Unionized Manufacturing
           o Commercial
           o Education
           o Finance
           o General Manufacturing
           o Insurance
           o Media
           o Professional
           o Public Service
           o Technology
           o Building and Construction

Campaign Chair‘s Award is presented to one of the division winners from above, who
ran the best overall United Way campaign.

Other Campaign awards are presented in the following categories:
   o First Time Campaign
   o Joint Union Management
   o Retiree
   o Leadership
   o Township
   o Community Involvement
   o Joe Williams Memorial Award - Recognizes the exemplary leadership and
       dedication of an outstanding campaign volunteer.

Organizations are eligible for campaign awards only if completed paperwork and
results are reported to United Way by a specified date each year. (for more
information, see your United Way representative).

For more information on implementing strategies that will put your organization in
the running for these awards, please contact your United Way representative at 888-
6100.
      Congratulations! You’ve just completed a successful
        campaign for United Way and this community!

 Be sure to join us in November for our Achievement Breakfast event, marking the
 close of United Way‘s Annual Campaign. Frequently Asked Questions

Q      Why United Way?

 A     A gift to United Way is one way to strengthen the social safety net of this area
– agencies depend on each other‘s services to meet the most important human service
needs in our community. United Way locally funds 85 programs and services
(through 42 Member Agencies) plus another 56 programs through community grants.
This funding forms a ‗web of support‘ for residents of Kitchener-Waterloo and the
Townships of Wellesley, Wilmot and Woolwich.

 Q      Why should I give - I've never used an agency service?”
 A      United Way relies on your support to ensure that community services are in
place should you, a loved one, a neighbour or a co-worker, ever need them. If you
review the list of Member Agencies you may find that you are connected.

Q      I give to my favourite charity - why should I give to United Way?

 A       Faith, education, health-care, sports and culture play a very important role in
our community. Many donors include United Way in their giving to ensure that basic
and secondary needs including food, shelter and counselling support are available to
all citizens.

Q      How carefully are agency expenditures reviewed?

 A      Each year, volunteers from various backgrounds in the community work
together as an Allocations Committee. After significant training, the agency's
financial statements, programs and needs are reviewed using stringent guidelines. The
volunteers make funding recommendations for approval to the Board of Directors.

Q      Do United Way funded agencies have other sources of income?

 A      Yes, Agencies are encouraged to identify a variety of funding sources. Sources
may include foundation and government grants, membership enrolment programs, fee
for services and special fundraising events (in accordance with United Way policy).
Our volunteer Allocation Committee reviews income from all sources prior to
determining an agency allocation.

Q      How much of my contribution goes to pay administration costs?

 A      Because of extraordinary volunteer commitment (in excess of 3,000 volunteers
participate annually) and numerous gifts-in-kind, United Way has a 19% year-round
administration and campaign cost (audited financial statements are available upon
request). Did you know…
The Marsland Family generously donates the 11th Floor of the Marsland Centre to
United Way
Quarry Integrated Communications generously donates their talents to design all
United Way materials
United Way‘s Board of Directors, Campaign Cabinet and Allocations Committee are
all volunteers

Q      Why should I give since I do not support “X” agency?

 A      All agencies meet high standards of services and operation. Agencies tell us
that they depend on each other to form a strong network to support all community
issues. A number of Allocation volunteers came aboard because they had the same
questions – once they had the chance to see how thoroughly applications were
reviewed, they became much more comfortable with the United Way process.

Q     Can I give my charitable dollars directly to “X” agency if they are not a
United Way Member Agency?

 A      United Way funds a broad cross-section of 45 Member Agencies. However,
there are many important issues in Kitchener, Waterloo and the Townships and this
community has identified that United Way can deal with some of those issues. United
Way will honour designations to specific charities but we encourage citizens to give
directly to organizations that are of importance to them.

Q      What is the Loaned Representative program? Can I participate?

A      The Loaned Representative Program is…

A Unique Opportunity for Your Organization
Each year community-minded employers lend key personnel to participate full-time
as United Way Loaned Representatives (LR) in the annual fundraising campaign. The
participating organizations relieve the LR of all job responsibilities while continuing
to pay salary and minimal on-the-job expenses.

A Loaned Representative is an ambassador for your organization loaned to United
Way during the 14-week annual public campaign. Loaned Representatives work as
members of the United Way development team, providing fundraising support and
customer service to workplace campaign volunteers, while continuing to receive
benefits and wages from their home organization.

Close to 200 Loaned Representatives have participated in the program since its
inception in 1983. Today, they manage over 250 accounts with a value over $2
Million.

The Loaned Representative experience is a professional and personal development
program for the individuals involved that enhances the following competencies:
    Confidence, positive attitude, teamwork, flexibility, self-direction, enthusiasm,
       creativity and attention to detail
    Time management - ability to prioritize, manage multiple projects, perform
       under demanding conditions
      Effective communication skills
      Leadership potential
      Ability to rise to a challenge and excel in a fast-paced environment
      Persuasive presentation skills

Key Benefits to your Organization
    Increases Corporate profile:
    Demonstrated commitment to strengthening this community
    A corporate ambassador working with approximately 40 local organizations
    Public recognition for participating in the program
    Strengthens Human Resources
    Employee professional development
    Gain a teamwork driven employee
    Increased community knowledge and involvement for employees
    Demonstrates your organization‘s commitment to employee development. The
      Loaned Representative experience motivates, re-energizes and personally
      develops employees
    Gives an economical alternative to ―off-the-job‖ training courses
    Provides an exciting assignment for employees in transition or nearing
      retirement
    Provides a knowledgeable employee to help with your United Way campaign
    Candidates
    The Loaned Representatives Program offers something for everyone in your
      organization, be it a new hire, management trainee, or seasoned professional
      contemplating retirement. A Loaned Representative is someone who:
    Is a rising star or role model in your organization
    Believes in United Way
    Enjoys working with people
    Is a self-motivated and enthusiastic self-starter
    Is an organized team player
    Gives his/her best to every task
    Is able to manage multiple tasks in a fast-paced environment
    Believes in your organization and can act as an ambassador for your
      organization

Responsibilities for Loaned Representatives:
    To initiate and foster relationships with workplace volunteers at each account
    To assist in the planning, implementation and evaluation of employee
      workplace campaigns
    To deliver orientation and training sessions, and to make campaign
      presentations to various employee groups
    To facilitate strategic campaign planning sessions
    To monitor and report on campaign activity and financial results
    To grow campaign revenue at each account to achieve goals set out in annual
      business plan
    To complete detailed reports on donations and campaign outcomes

				
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