Gateway Center for Giving Corporate Roundtable United Way Campaign Materials and Ideas

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1 Gateway Center for Giving Corporate Roundtable United Way Campaign Materials and Ideas p.1 p.9 United Way Materials p.10 Covidien p.11 p.15 Edward Jones p.16 Maritz p.17 p.29 Wells Fargo Advisors United Way Campaign Ideas 1

2 United Way Campaign Materials and Ideas Themes in a Box Be a Superhero Download This theme is a fun way to make individual employees feel special by recognizing them as "superheroes." When you give your time or donate to United Way, you re truly making a "super" difference in our community! This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Have senior management dress up in superhero costumes for your rally Participate in Days of Caring projects that will make employees feel like superheroes Display superhero-related decorations Give action figures as a small thank you or incentive Get in the Game Download Put your employees team mentality to work with this theme. This theme is great to strengthen employee morale and build teamwork, plus is a fun, active way to get employees engaged in your campaign. This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Have a sports trivia competition, either live or via Participate in a Days of Caring project where your employees can coach kids after school Hold your kickoff in the parking lot, like a tailgate, an provide sports drinks to employees Let employees have a casual Friday where they wear their favorite team s colors Use sports-related games (basketball toss, putt-putt tournament, Frisbee game) and incentives (like a company suite for a sporting event, game tickets or team shirts) Reality TV Download Your adventurous employees will get a kick out of this theme. Friendly competition and teambuilding will engage your employees in a fun, innovative way. This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Have a Survivor-themed rally, complete with tiki torches Hold adventurous contests like a hot wing eating contest or a blindfolded obstacle course Participate in a Days of Caring project helping kids navigate a ropes course United Way Campaign Ideas 2

3 Be a Lifesaver Download Help your employees connect to their community as they see the real-life difference their donations make. This theme includes rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: stories of real people who have been helped by lifesavers in the community Bring in a CPR trainer to teach employees how to literally save a life in an emergency Participate in a Days of Caring project at an agency that meets basic needs, like a food pantry or homeless shelter We Love the 80s Download Party time! Celebrate your employees memories of the 80s while having a fun campaign sprinkled with lots of laughter. This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Hold an 80s movie marathon Friday as an incentive Participate in a Days of Caring project where you host a senior prom at a retirement home Bring a karaoke machine to your rally Have a worst 80s outfit contest Trivia Challenge Download Stretch your employees minds while they learn about United Way and their community. This is a great theme for employees who can t regularly leave their desks, as well. This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Split employees into teams throughout the campaign, and assign points for different activities (e.g., attending the rally, donating, volunteering) Participate in a Days of Caring project and tutor kids after school Hold a staff vs. management trivia contest (live or via ) Send a United Way fact via each day of the campaign Vegas Download Use the popular slogan, What happens in Vegas stays in Vegas to put a fun twist on United Way s message of What s raised here, stays here. This theme includes theme game, rally invitations, thank-you cards, ask cards, personalized poster and lots of graphics. Other ideas for this theme: Have a decorating contest among departments whoever does the best Vegas strip wins! Or, have each department decorate like one of the famous hotel/casinos. United Way Campaign Ideas 3

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5 Word search and answer key Sudoku and answer key Bingo: 50-card pack, 200-card pack and instructions Making Decisions game Funding game and instructions United Way trivia and instructions Tricycle Races: Staff or members of management race on tricycles outdoors or throughout the building. Basketball Shooting Contest: Set up a basketball hoop outdoors and have employees pay a dollar to see who can sink the most free throws. The money goes to the United Way and the winner gets a cool prize. Consider having a wastebasket version indoors! Putt-Putt Tournament: Set up a miniature golf course throughout the office. Have various departments design each hole. Give prizes to top finishers. Washers Tournament: Have teams sign up to compete in a washers tournament. Give away the washers set to the winning team. Hula-Hoop Contest: Employees compete in teams or as individuals. Have your camera ready! Walk or Run-a-Thon: Have a 5k walk or run around your company s neighborhood. Employees can secure donations for every mile they complete. Puppy Love: Ever hear that a lot of pets look like their owners? Test this theory by having employees match a pet picture to its correct owner. Award a prize to the contestant with the most right answers or provide gift certificates to owners who look the most like their pets. Trick or Treat Party: Treat kids from an agency to a tour of the office in a costume parade. Give each child a treat bag with candies, pencils and erasers. Kiss the Pig: Post pictures of executives next to a piggy bank. Have employees vote for the executive of their choice by donating coins and cash. The manager with the most money has to kiss a live pig. Executive Receptionist: Put together a board with headshots of company executives. Place an envelope below each picture for "votes." The executive who receives the most contributions of money in their envelope wins the honor of being receptionist for the day. United Way Trivial Pursuit: Distribute or printed up questions about United Way and its programs every day for a week. Then ask trivia questions based on the information. Those completing all questions are entered into a drawing. Cookie Exchange: Have each employee bring a plate of their favorite cookies to work and swap them with other employees. Pie Throwing Contest: Employees donate to their "favorite" executive and the highest money raiser gets whipped cream on paper plates thrown at them during a thank-you celebration. 24-Hour Barbeque: Join with other companies near your business to have a 24-hour cookout (to reach all shifts) with games and giveaways. Have an agency speaker or torchlighter or invite clients from area agencies to participate in the festivities. United Way Campaign Ideas 5

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7 Use of company car Shares of company stock Paid time off Cocktails or dinner at the CEO's home Pizza party Coffee served at donors' desks each morning for a week, served by the CEO Free oil change Tickets to plays, sporting events or concerts Golf lessons Free hotel stay Airline tickets Housecleaning service Lottery tickets Beauty or barber shop coupons Cellular phone with free minutes Big screen television Steaks from Omaha Steaks Young donors may not be your highest-dollar donors right now, and you might even have trouble getting some of them to read a brochure. Finding a way to engage young donors is vitally important, not only for this campaign, but for all of those in the future. Young employees will be more likely to give in five years if they establish a relationship with your United Way campaign now, and the fresh ideas, creativity and teamwork they will bring is an instant benefit to your company. Young employees will appreciate the convenience of and the file can be printed and registered just like a paper pledge card. Download the electronic pledge card. Focus on the importance of every gift, large and small. Some young donors may be hesitant to give if they believe a small gift won t make a difference. Use our impact calculator or the "What your Contribution Provides" poster to show them how their gift matters. Ask a young employee who donated last year to join your campaign team. His or her personal experience and insight can be an invaluable asset. United Way Campaign Ideas 7

8 Invite them to join United Way's Facebook group or be a Twitter follower. Embed United Way's RSS feed on your Intranet. If you have a young donor interested in helping with the campaign, consider creating your own free social networking site for your young donors to connect, network and stay in touch with the campaign. Let young employees show their creative side by making short videos (these could be made on most regular digital cameras) about why they choose to donate. These can be posted on your intranet, shown at a rally or posted on YouTube and shared with United Way. Promote participation in GenNext, United Way's young professionals service group, or for those able to give more, the Young Leaders Society. Offer your own volunteering option or special event to involve them. More than 35 percent of young adults have volunteered in the last year; many of your employees may be interested in getting involved beyond their donation. Sign up for a Days of Caring project targeting your young employees. When you send your reminders, include a short interview with a young donor about why giving is important to him or her. Have a young employee special networking event hosted by a young donor volunteer. This could be a simple coffee break one afternoon or, especially if you have multiple locations, a happy hour at a central location that gives employees the opportunity to get to know each other better while learning about United Way. If you have a budget for incentives, include a few items geared toward what is popular with young employees right now, such as itunes gift cards, a Wii gaming system or games, Amazon.com gift certificates or a Netflix subscription. Many companies enjoy engaging retirees in their United Way campaigns. This allows you to stay in contact with this special group of people, while also providing them with meaningful opportunities to engage with our community. Here are a few ideas: Invite them to your kickoff celebration Send them a letter to let them know about the company campaign and how they can contribute Invite them to agency tours or Days of Caring projects Ask if they would like to head up a project or reach out to fellow retirees What are Loyal Contributors? Loyal Contributors are donors who have supported any United Way for 10 years or longer regardless of giving level. United Way Campaign Ideas 8

9 Benefits of incorporating Loyal Contributors into your campaign: Reaching Loyal Contributors recognizes committed givers regardless of how much they give, which is particularly important for donors who are committed to United Way but are not in a position to give at the Leadership level By identifying long-time supporters, you are also identifying potential volunteers and leaders for your campaign Makes your employees feel appreciated not only by United Way but by your company as well Ways to incorporate and identify Loyal Contributors in your campaign: Invite Loyal Contributors to stand and be recognized at your kickoff Have them sign up through United Way so we can also recognize them List all Loyal Contributors on your company's intranet or company newsletter Ask them to share their story of giving via or during a company event Invite them to sit at a VIP table during your kickoff or thank you event Provide them with a certificate at your thank you event Feature them on a poster that's hung around the office during campaign Hold a recognition ceremony Thank them with a special treat or gift Send a thank-you letter from your CEO to their home United Way Campaign Ideas 9

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12 United Way Survey Final 3/8/10 Thank you for agreeing to participate in our survey! Giving back is an important part of our culture at Edward Jones. The Edward Jones United Way Campaign is one of the key ways we give back to the St. Louis Community. I am this year's chairman for the Edward Jones United Way Campaign and the Steering Committee and I need your input to help make this year's campaign better than ever. To achieve this, we want to better understand why associates contributed to last year's campaign and gather ideas to help increase participation and improve the 2010 campaign. Please take a few moments to provide me with your anonymous thoughts by responding to this survey. John Beuerlein 2010 Edward Jones United Way Campaign Chairman CAMPAIGN AWARENESS 1. Were you an associate as of September 2009? Yes No SKIP TO Q16 2. Were you associated with helping to run the 2009 Edward Jones United Way Campaign (i.e. Team Captain, Division co-chair, Steering Committee, etc.?) Yes SKIP TO Q8 No 3. How aware were you of the 2009 Edward Jones United Way Campaign? Not aware at all SKIP TO Q5-Q6, THEN FOLLOW SKIP PATTERN AT Q6 Vaguely aware Aware Very aware 4. How did you get most of your information about the 2009 Edward Jones United Way Campaign? (Select only one.) Home Office News Information from Team Captains JonesNet (website) Leader Department/Division Meeting Posters Other (Please specify below.) United Way Campaign Ideas 12

13 5. Thinking about this year's campaign, what would be the best way to heighten your awareness? (Select only one.) Home Office News Information from Team Captains JonesNet (website) Leader Department/Division Meetings Desk drop information Posters Other (Please specify below.) 6. How interested are you in learning more about the Edward Jones United Way Leadership Giving Groups (i.e. WINGS, Young Leaders, Multi-cultural Society? These groups foster, promote and recognize the importance of voluntary community service and personal giving. They also offer the unique opportunity to join with like-minded individuals to build and shape our community. Not at all interested SKIP TO Q8 (Or Q16 if unaware of campaign at Q3) Somewhat interested CONTINUE Very interested CONTINUE Already involved SKIP TO Q8 (Or Q16 if unaware of campaign at Q3) 7. What would be the best way to help you learn more about these Giving Groups? Home Office News Information from Team Captains JonesNet (website) Leader Department/Division Meetings Desk drop information Posters Other (Please specify below.) (SKIP TO Q16 if unaware of campaign at Q3) CAMPAIGN PARTICIPATION 8. Which of the following did you do during the 2009 Edward Jones United Way Campaign? (Select all that apply) I did not contribute to the campaign (ASK Q9 then skip to Q13) I contributed money or time 9. Were you aware that Edward Jones matches your monetary gifts so money given through the firm campaign is double the amount of a direct contribution to a United Way organization? Yes No (SKIP TO Q13 if did not contribute at Q8) United Way Campaign Ideas 13

14 10. (If contributed at Q8) In what way did you contribute to the campaign? (Select all that apply.) Pledge card/on-line pledge Raffles EDJ-Bay (online auction) Member of a campaign committee Donated at a Leadership Giving Event Attended the Branch Wine Tasting Event Trivia Night Volunteered my time with a United Way agency Other (Please specify below.) 11. (If contributed at Q8) What motivated you to contribute to the Edward Jones United Way Campaign in 2009? (Select all that apply.) A United Way site visit Heard a presentation by a United Way Organization Watch the United Way kick off video An associate who spoke about his/her own United Way experience I was personally asked to give I have been personally impacted by a United Way agency I hoped to win a prize (i.e. grand prize trip) The fun activities (i.e. the BBQ) motivated me to give Edward Jones doubles any monetary gifts Other (Please specify below.) 12. (If contributed at Q8) If there were enhanced opportunities to volunteer at an agency, would you be interested? Yes No Not sure (SKIP TO Q16) 13. (If did not contribute at Q8) Which of the following represent why you did not contribute to the campaign? (Select all that apply.) Didn t know about the Edward Jones United Way campaign Already give enough money to other non-united Way charities Already give to a specific United Way agency I just did not want to volunteer time or make a monetary contribution to the 2009 campaign I couldn't afford to make a contribution Other (Please specify below.) United Way Campaign Ideas 14

15 14. (If did not contribute at Q8) Would providing more opportunities or information on how to volunteer time instead of money encourage you to contribute to this year's campaign? Yes No 15. (If did not contribute at Q8) Is there anything else we could do that would encourage you to contribute to the 2010 campaign either monetarily or by volunteering your time? TO EVERYONE 16. Please provide ideas on how to improve participation in the 2010 Edward Jones United Way Campaign. 17. In what Division are you? List of Divisions 18. Are you an associate or leader? Associate Leader 19. How long have you been with Edward Jones? Less than 1 year 1 to less than 3 years 3 to less than 5 years 5 years to less than 10 years 10 years or more 20. Gender Male Female United Way Campaign Ideas 15

16 Maritz 2010: Theme: Minute To Give It Activities around theme: Events/Challenges involving Minute to Win It games. 2009: Theme: GPS 2UW (Giving, Providing, Sharing To United Way) Activities around theme: Scavenger Hunt involving GPS; Huge parking spot raffle; Car Wash Event 2008: Theme: Wii Care for STL Activities around theme: Wii tournaments and gave away Wii as prize. Every Year: Rally Day: Every Year we kick off the United Way campaign with a Rally Day Event. Each year is a little different but we always have 2 Cardinals Players present to sign autographs. Dodge Ball Event: Every Year one of our big events is a dodgeball tournament. Anyone is able to signup and form a team. Many teams get very competitive and even have made their own uniforms. The winning team has a final battle against an Executive Team (including our CEO Steve Maritz). The link below is a video that was created for the event a couple of years ago. Days of Caring: Maritz has a huge Days of Caring campaign mostly aligned with the dates of our United Way Pledge Campaign. Maritz employees form groups of around 4 10 people and fill out a project request form. Maritz works with United Way to create a specific project for each group request. We have on average 40 groups that form and volunteer for a Days of Caring Event. The projects are 3 hours long and either done in the morning (9 Noon) or in the afternoon (1 4PM). Most projects are done in September and October (around 80%) but a few are scattered in November and December or prior to the campaign. 2010: Completed 41 Days of Caring projects at 21 different agency locations. 2009: Completed 35 Days of Caring projects. 2008: Completed 55 Days of Caring projects at 43 different agency locations. United Way Campaign Ideas 16

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20 2011 United Way Campaign Planning January 28, 2011 INTERNAL USE ONLY United Way Campaign Ideas 20

21 2011 WFA Campaign Structure CEO Danny Ludeman Campaign Chair <enter name> Campaign Staff Lead Kristen Davis Community wide Campaign Support Days of Caring / Rally <enter name> Marketing <enter name> Accountability & Reporting <enter name> Leadership Campaign August <enter Chair name> Community wide Campaign Chair Danny Ludeman Campaign Events & Departmental Fundraisers Department Coordinators <enter name> Branch Support <enter name> Alexis de Tocqueville Society Executive Committee Torchlighters <enter name> Communications Charmaine Chapman Society Kent Christian, Chair <enter name> <enter name> Mara Hasenbeck Training Women s Leadership Giving <enter name> Progress Division Young Leaders Society Mary Atkin, Chair <enter name> Campaigner Co-Chairs <enter name> Multicultural Society <enter name> INTERNAL USE ONLY United Way Campaign Ideas 21 1

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24 Management Committee Roles 1. Actively promote the importance of the campaign to your team members 2. Serve as Table Captain at the Leadership Giving Kickoff Luncheon 3. Encourage your managers to take their team on an Agency Tour or have an Agency Speaker at a staff meeting 4. Establish goals for leadership giving and participation in your area 5. Work closely with your Accountability Lead to monitor achievement of goals 6. Donate for WFA on-line or silent/live auction event Vacation homes Frequent flyer miles Dinner at your home Instant wine cellar Unique experiences INTERNAL USE ONLY United Way Campaign Ideas 24 4

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