Campaign in a Day. e) Share your plan with senior management and union leaders (if applicable) to obtain early buy-in.



Similar documents
Employee Campaign Coordinator Manual. Tips, Tools, Techniques

Employee Campaign Coordinator Guide

Seven Steps To A Successful Campaign

GUIDE TO A GREAT CAMPAIGN 2014 SEASON. United Way of Westmoreland County. UnitedWay4u.org

United Way Campaign Guide Executive Summary for Employee Campaign Managers

COORDINATOR S GUIDE To Workplace Campaigns

Request for Proposals. Annual Audit Services For the fiscal years ending December 31 st :

How To Give To Hospice Waikato

campaign guide Leading the way

Community Event Planning Guide Steps To A Successful Fundraising Event

DECC Campaign Toolkit

Employee Campaign Coordinator Toolkit

United Way of Burlington & Greater Hamilton Workplace Campaign Guide. Together, we are possibility.

WORKPLACE CAMPAIGN GUIDE

CFC Manager Training

Campaign Leader. Guide

Employee Campaign Coordinator (ECC) Handbook. Be the One. It takes just one person to change one life.

United Way of Central Kentucky. Give. Dear United Way Campaign Manager, Advocate. Campaign Tool Spotlight: Pledge Reporting Tips. Volunteer.

It s more fun than fundraising and participating alone. Getting fit and fundraising are easier as a Team

Priah, United Way of Greater Atlanta Spokeskid EMPLOYEE CAMPAIGN MANAGER GUIDE

2016 Campaign Coordinators Toolkit

How to Host an ACHA Fundraiser Adult Congenital Heart Association

Charity Help - 3 Steps to Create Successful CFC Meetings

Campaign Leader Handbook WASHINGTON STATE FUND DRIVE

Partnership Agreement. Effective: June 2015-June 2016

United Way Information Pages 3-7. What is a Workplace Campaign? Page 9. Job Descriptions Page Ten Steps to Success Pages 12-18

General Ledger Year-End Procedures 2014

Los Angeles Regional Food Bank Food and Fund Drives

Food Drive Coordinator Toolkit

Third Party Event Ideas

Celebration of Support Agreement

Important Disclaimer. Copyright Information

North Georgia Community Foundation FUNDRAISING ACTIVITY POLICY

Review the event guidelines: 2. Register your event:

Established in 1961 by former President John F. Kennedy Largest & only workplace giving campaign for Federal employees giving back to approved

UNITED WAY SUCCESS ENGAGE & GET INVOLVED

No One is Too Busy for the Human Race

The Royal Ottawa Foundation for Mental Health Event Fundraising Toolkit

10 Steps For A Successful Employee Campaign

1) Consult with last year s Department Coordinator to assist with analysis, problem areas, issues raised, etc.

Auctions for Salesforce User s Guide Version 4.1

YMCA CAMPAIGNER HANDBOOK

Treasurer s Guide 1 : Introduction to Financial Management

7 th Annual KidSport Charity Golf Classic. Sponsorship Package

McMaster University United Way Campaign Event Planning Toolkit

Campaign Tool Kit. Change is possible. You can help. United Way of Central New Mexico

The Shelly McGriff Endowed Nursing Scholarship Fund

Sage Nonprofit Solutions. Marketing Report 2012

Sample payroll Deduction Letters, S & NEWS

How to set up a people based. accounting system that makes your. small business work for you. Thomas G. Post. Certified Public Accountant

MAGIC chateau lacombe hotel JOIN US AT THE

Be Santa this Christmas. just Be-Claus

Sales Tax Collection & Deposit University of Denver Office of the Controller

2008/2009 ONS Foundation/ONS Chapter Silent Auction Toolkit

Go Red for Women: Fundraising Guide

Campaign Coordinator Packet. United Way of Leavenworth County

Keyworker Guide 2015 Combined Federal Campaign of the National Capital Area

Major Gift Solicitation Guide for Volunteers

Handout # 2: Allocating Fundraising Expenses to the T3010

4-H TREASURER S RECORD BOOK

Gift In Kind Policies. This is the University of Virginia policy for the acceptance, recording and disposition of gifts of personal property.

Thank you. 5 Steps to Success

Community Events Information

This policy applies to all departments and individuals involved in the Campaign for Carleton.

Mad Hatter Drive Official Rules

STEPS TO PLAN A VOLUNTEER FUNDRAISING EVENT

CARRIAGE MUSEUM OF AMERICA ACCOUNTING POLICIES AND PROCEDURES MANUAL. February 2014

Policies and Procedures Regarding Fundraising for Funds of The Community Foundation for the Greater Capital Region

Fundraising Toolkit Success is in your hands

Guidelines for Congregations Internal Control Best Practices

CAMPAIGNS AND PLEDGES

Partnership Donation Policy and Procedures

HOW TO RUN YOUR COMMUNITY FOOD DRIVE & HELP FEED OUR NEIGHBOURS

FINANCIAL MANAGEMENT POLICIES AND PROCEDURES

ACCOUNTING POLICIES AND PROCEDURES SAMPLE MANUAL

Sponsorship Package. Saturday, October 24th, 2015 at the Chateau Lacombe Hotel

Fred & Pamela Buffett Cancer Center Third-Party & Community Fundraising Event Guidelines

Salesforce Donation Overview

Participant Guide to a Successful Walk-a-thon. POAC Autism Services 1989 Route 88 Brick, NJ Phone: (732) Info@poac.

Thanks... Community Fundraising helping us help others

2015 State Employee Combined Appeal. Agency Coordinator s Guide

Checklist. Internal financial controls for charities. Contents. 1. Self-assessment checklist

Power Down Day Toolkit

Gift Aid Principles. Gift Aid is a means for donors to give to charity with tax relief on the donation.

TEN SIMPLE WAYS TO BOOST YOUR PAYROLL GIVING PROGRAM PERFORMANCE. Creating successful payroll giving programs

Fiscal Procedure Sequence page number

Fundraising Event Guidelines

Involve- Bookkeeper/Accountant

BELLWOOD HOSPITAL DIVISION DIRECTORY OF RECORDS. Financial Services

Introduction. Your menu consists of:

Tristan, age 7. Fore The Kids Tournament Sunday, June 5, 2016 Fore The Grown-Ups Tournament Monday, June 6, 2016

Welcome to the Team! Thank you in advance for helping to make our 2015 SECC Campaign a Success!

United Way of Greater Mercer County Campaign Coordinator s Guide

Charitable Solicitation:

Sponsorship Opportunities

UCR Alumni Chapters and Networks

LODGE AUDIT PROGRAM. A guide to conducting an audit of Lodge and Building Association Financial Records. Prepared by

The policy and procedural guidelines contained in this handbook are designed to:

FREQUENTLY ASKED QUESTIONS

Operation Santa Claus MBA Challenge 2015

Transcription:

CAMPAIGN IN A DAY

Campaign in a Day Whatever you do for a United Way campaign in your workplace, your efforts will have a tremendous impact for the one in three people in our community that count on your support. Here are three easy steps for a successful one-day campaign. Plan Build your team involve United Way volunteer or staff in your team. We are here to help you! Learn about your United Way () Develop a Campaign Plan a) Appoint someone to run your campaign (Employee Campaign Coordinator) and put together a campaign team b) Decide how you will inform, ask and thank your colleagues. c) Set financial & participation goals. d) Pick a day. e) Share your plan with senior management and union leaders (if applicable) to obtain early buy-in. Execute Inform a) Promote the event with email invites, balloons & posters. b) Announce what you have planned for the campaign including your targeted goal. c) Kick off in the morning with an agency speaker or United Way presentation (offering food & refreshments will increase participation.) Ask a) Pass out pledge forms or use online donation system (Artez). b) Follow up in person. c) Collect pledges by the end of day. Wrap up Thank your team, canvassers, donors, colleagues, senior management and labour (if applicable)! Announce your results and celebrate at a fun event such as a BBQ, silent auction or social at the end of the day! Inform your United Way contact of the result. Evaluate and identify what worked and what didn t in order to plan for next year.

Campaign materials available for you Here is a sample of some of the materials available to support your campaign. If you would like materials for your campaign, please call us at 519-888-6100. Promote the event! Balloons Flags and banners on loan if available at the time of request Thermometers United Way Materials Video or Speaker Have fun! Casual day stickers Aprons

How to set up a Payroll Deduction for your United Way campaign? Payroll deduction is a very convenient way to contribute to United Way. Many companies have set up a payroll deduction system for their United Way campaign, because it s easy and keeps administrative costs low. If you want to set up a payroll deduction for your campaign, please follow the process below; 1) Set-up Forward to your payroll department, copies of signed pledge cards where gifts are made by payroll deduction. For organizations using United Way pledge cards, simply separate and forward an employer copy of the pledge card. Enter the pledges of all employees who authorize payroll deduction into your payroll system. Deductions should begin with the first pay of the new year. If your organization uses an automated payroll service, simply set up an additional deduction code in the general ledger so that individual donations to United Way will be consolidated into one account payable. If your organization does not use an automated payroll service, simply deduct the amount from each employee the way you would do with other deductions. If your company has an external payroll system, please ask your payroll company to set up a new deduction code for donations. Also, check with your payroll service to determine who will remit deductions to United Way. 2) Remittance If your company is responsible for remitting the deductions, we suggest that you send us the contributions on a regular basis (monthly or quarterly). Please make cheques payable to United Way of K-W and Area and mail them to the address below. 3) Year-end receipting Employees who donate through the payroll deduction plan are entitled to a tax receipt at the end of the year, reporting total charitable donations for the year. This can be provided in one of the following ways; For most employers, the simplest way to provide a receipt for income tax purposes is to report charitable donations on employees T4 slip at yearend. If your company prefers this method, we will provide you with Letter of Understanding for your CEO to sign. A copy of the letter needs to be kept by both parties to make their files complete for tax auditors. If your payroll system can not report charitable donations on T4s, United Way will issue tax receipts after we have received your final payroll remittance for the year (typically in January of the following year). You will need to provide us with the name of each donor and amount donated through payroll deduction for the year. We also need to have total amount remitted by you to the United Way for the year. Tax receipts will be produced and mailed to your organization for internal distribution.

United Way of Kitchener Waterloo Marsland Centre 20 Erb Street West, 11th Floor Waterloo, ON N2L 1T2 Ph: 519.888.6100