2020 CAMPAIGN COORDINATOR - United Way of Waco ...
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2020
CAMPAIGN
COORDINATOR
UNITED WE LIFT UP
GUIDE OUR COMMUNITIES.
LIVE UNITED
ABOUT UNITED WAY
OUR COMMITMENT TO THE COMMUNITY
To achieve our vision and mission, we commit to:
• Collaborate with organizations, corporations, and individuals
• Inspire others to give, advocate, and volunteer
• Engage with members of our community from diverse sectors and
backgrounds
• Mobilize resources to create measurable community impact
• Promote public awareness and understanding of community challenges and
solutions
• Demonstrate accountability and transparency in every aspect of our work
MISSION EDUCATION HEALTH
United Way of Waco-
McLennan County
strengthens the
community by mobilizing
83% 81%
resources to measurably of families and children served of clients served by programs in the
by programs in the Education Health pillar improved their health
improve lives. pillar improved their knowledge and ability to live healthy lives.
and skills in order for children to
be successful in school and life.
VISION
FINANCIAL SAFETY NET
United Way of Waco-
McLennan County STABILITY SERVICES
81% 72%
envisions a community
where all people have
the education, health,
and financial stability
of clients served by programs of individuals and families served
needed to achieve in the Financial Stability by programs in the Safety Net pillar
their full potential. pillar improved their financial were able to meet their essential
stability and economic status. needs in order to move out of crisis.
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YOUR ROLE
As a Campaign Coordinator, you are essential to the Annual Campaign. You
are building a stronger community in your workplace by planning, organizing,
and coordinating a successful fundraising effort. You are the advocate for your
company helping to improve lives by raising awareness with your colleagues
and much-needed funds for investment in community programs and agencies.
COORDINATOR ROLE
• Attend United Way Annual Info Session for • Promote the campaign throughout your
Campaign Coordinators company
• Work closely with your company’s • Disseminate information throughout
leadership the year to your workplace donors to
• Work closely with United Way staff ensure they know how their dollars are
• Develop an effective campaign plan used by United Way funded partner
• Recruit a team of coworkers to assist you agencies
• Hold a campaign kickoff event (in-person
or virtual)
UTILIZE ONLINE RESOURCES
You can find a variety of helpful campaign resources on our website for your
virtual or in-person campaign. Use these resources to enrich your campaign
and make your job easier!
United Way graphics
Videos
Digital brochure & pledge form Email promotions for 10 days
2020-21 Funded Partner Guide Social media platforms
& Designation List @UWWMC
Client success stories
Learn more at
www.UnitedWayWaco.org
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CAMPAIGN CHECKLIST
ü PLAN YOUR CAMPAIGN TARGET DATE
Attend United Way Info Session for Campaign Coordinators August 20
Review the previous year’s campaign performance, determine opportunities
and challenges.
Meet with your CEO or leadership, determine your participation
and monetary goals, incentives for giving, and get her/his personal
endorsement.
Set a start and end date for your campaign
Recruit a Co-Coordinator or planning committee
Discuss strategies, themes, events and other details with United Way staff
Send a “Campaign Kickoff” invitation from your CEO endorsing and
announcing the upcoming campaign
Promote your campaign
Visit our website any time for campaign materials
Coordinate with United Way staff to schedule speakers for your kickoff
HOLD YOUR CAMPAIGN
Hold kickoff event
• Make it easy with Sample Campaign Meeting Agenda
• Show United Way 2020 Campaign video
Make sure every employee receives the 2020 Community Report and
Pledge Form
Publicize your campaign to employees and on social media
FINALIZE YOUR CAMPAIGN
Collect pledge forms, calculate results, and submit Campaign Report
Envelope/Form with white copies of pledge forms to United Way
• Submit yellow copies to your payroll department
• Donors keep the pink copies
For digital pledge forms, make extra copies for the payroll department and
donors.
Review your campaign results with your CEO and planning committee
Announce results with all employees
Thank all donors with a message from your CEO
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TIPS FOR A SUCCESSFUL CAMPAIGN
GET PEOPLE INTERESTED MAKE THE ASK LIVE UNITED All Year Long
78% of people are more likely to The #1 reason people don’t give Businesses indicate that
give a financial donation if they to United Way is that they were partnering with reputable
first have a positive engagement never asked. nonprofit organizations enhances
experience. their brand. We provide you with
• Ask for the pledge: With new all the tools you need to show
donors, ask for a first-time gift. donors how United Way is using
• Share the story: Educate For annual donors, thank them their gift throughout the year.
employees by inviting a United for their past support and
Way speaker to share a story encourage an increase • Share updates: Send email
about the positive impact that • Answer questions and handle updates of client success
donor dollars have on our concerns: Answer questions stories and facts about United
community. honestly and if you don’t know Way.
• Learn first-hand: Invite a the answer ask your United • Connect on social media:
representative from a United Way representative Advocate for United Way by
Way funded partner to share • Leverage incentives: posting photos of your special
about their program impacts. Employee prizes and event and connect with United
incentives are a way to thank Way for regular updates.
employees for participating.
No prize is too small. Vacation
days, VIP parking, and gift
cards are great incentives.
• Say thank you: Regardless of
what the donor decides, thank
them for their time.
Remember to always say...
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UNITED WAY SPEAKERS BUREAU
Personal stories of United Way’s impact in our community bring to life the importance of
giving. Our trained volunteer speakers include staff from our funded partners who have
communicated an interest to share their stories. Their five to seven minute presentations
make a genuine difference as part of your campaign kickoff. Having a speaker at your
kickoff is one of the most effective ways to reach the heart and minds of your coworkers.
To learn more about these agencies, please visit the About Our Funded Partners Guide.
American Gateways Heart of Texas Goodwill
Industries
Baylor Scott & White Central MHMR
Texas Foundation - Nurse
Family Partnership
CASA of McLennan County Mission Waco
Compassion Ministries Talitha Koum Institute
Family Abuse Center The Arc of McLennan
County
Grassroots Community The Cove, Heart of Texas
Development
YMCA of Central Texas
United Way speakers are available to speak to any size group. Ask United Way staff to
help you book a speaker for your kickoff today!
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YOUR KICKOFF - MEETING AGENDA SAMPLES
10 MINUTE MEETING AGENDA
A. Welcome (1 min) – CEO or Campaign Coordinator
• Brief introduction of why the meeting was called
• Distribute pledge forms with employee names
B. United Way 101 (2 min) – Campaign Coordinator
• Focus on education, health, financial stability, and safety net services
• 22 funded partners (see 2020 Community Report or Funded Partner Guide for details)
• Your company’s past participation and goal
C. Show United Way Campaign Video (3 min) – Campaign Coordinator
D. Wrap-up (4 min) – Campaign Coordinator
• Thank everyone for attending
• Ask coworkers to consider giving a donation
• Allow time for completion of pledge forms
• Collect pledge forms and answer questions (Be sure to announce the due date if
collecting forms at a later date.)
20 MINUTE MEETING AGENDA
A. Welcome (2 min) – CEO or Campaign Coordinator
• Brief introduction of why the meeting was called
• Distribute pledge forms with employees names
B. United Way 101 (5 min) – Campaign Coordinator
• Focus on education, health, financial stability, and safety net services
• 22 funded partners (see 2020 Community Report or Funded Partner Guide for details)
• Your company’s past participation and goal
C. Show United Way Campaign Video (3 min) – Campaign Coordinator
D. Speaker (6 min) – Speakers Bureau Volunteer
E. Wrap-up (4 min) – Campaign Coordinator
• Thank everyone for attending
• Ask coworkers to consider giving a donation
• Allow time for completion of pledge forms
• Collect pledge forms and answer questions (Be sure to announce the due date if
collecting forms at a later date.)
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GIVING LEVELS
Impact Donor
An annual gift of $0-499 contributed to United Way qualifies a donor to be recognized as an Impact Donor.
Leadership Society Donor
Leadership Society Donors are recognized as individuals who contribute $500 or more annually to the
United Way Annual Campaign.
It’s easy to encourage donors to add their name to this collective voice:
• All it takes is $42 a month to become a Leadership Society Donor.
• Visit with your CEO about the importance of Leadership Society Giving. Consider holding a special
meeting just for Leadership Society Donors as a way to say “thank you.” Many CEOs who support
United Way are Leadership Society Donors.
United Way Tocqueville Society Donor
Membership in the United Way Tocqueville Society is granted to individuals who contribute at least
$10,000 annually to United Way.
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FREQUENTLY ASKED QUESTIONS
Where does my contribution go?
All funds raised through the United Way Annual Campaign go into the United Way General Impact Fund, unless
a donor designates to a specific organization or another United Way. On an annual basis, these funds are used
to support grants made to highly qualified nonprofit organizations working to support community outcomes in
the areas of education, health, and financial stability while also ensuring to provide funds for safety net (crisis)
services. Dollars raised from this campaign directly benefit programs that serve McLennan County residents.
Who decides how my gift is spent?
UWWMC authentically engages community partners, donors, organizations, experts, and residents in a
meaningful and inclusive way through the volunteer-led Community Investment & Financial Review Council grant
review process. The Councils are responsible for ensuring donor contributions are invested effectively in well-
governed and managed local programs that are committed to high-impact outcomes. These Councils provide
grant application review and funding recommendations to the United Way Board of Directors. The Board has final
approval of all grant awards.
What about the pressure to give?
UWWMC does not condone a workplace to pressure their employees to give. The decision to give is personal and
up to each individual. No one should be pressured or coerced into giving.
How much of my donation stays in McLennan County?
12% of the total amount raised by UWWMC goes towards local administrative costs (10%) and United Way
Worldwide annual membership fees (2%). This percentage is below the 35% recommended by the Better
Business Bureau’s Standards of Charity Accountability, and provides our local organization with the budget to
cover local operations, including staff salaries, training and overhead; capacity building and training opportunity
for our funded partners; in addition to national fundraising opportunities, marketing, and worldwide networking
support.
Can I designate my gift to a specific organization?
Yes, a donor may designate their gift to a UWWMC 2020-21 Funded Partner or an approved organization from our
eligible partner list. Designations to an ineligible organization will be redirected to the General Impact Fund. The
most powerful way to invest your contribution is to invest where it is needed most, by advancing the common
good of the McLennan County community through the United Way General Impact Fund, or to a direct pillar.
As Campaign Coordinator, what if I get a question I don’t know how to answer?
Don’t be afraid to say you don’t know. Get the person’s name and phone number and contact the United Way
office and a United Way staff member will follow up. United Way’s website also offers extensive information. Visit
us at www.unitedwaywaco.org to learn more.
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UNITED WAY CONTACT INFO
UNITED WAY STAFF
Madison Fraser Stephanie Mabry
Manager of Workplace Campaigns Senior Director of Resource Development & Comminucations
madisonfraser@unitedwaywaco.org stephaniemabry@unitedwaywaco.org
254-752-2753 ext. 206 254-752-2753 ext. 204
1516 Austin Avenue, Suite 2
Waco, TX 76701
254-752-2753
info@unitedwaywaco.org
www.UnitedWayWaco.org
COMMUNITY WILL COMMUNITY NEED COMMUNITY INVESTMENT
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