WorkplaceWorkplace Engagementg g

P tPresenters:

Levina Kim, Sr. Corporate Partnership ManagergCrystal White, Volunteer Coordinator

In this session you will…

• Learn about the different types of employee-workplace campaigns and their associated audiencesand their associated audiences.

• Understand how United Way NCA’s Speakers Bureau works, including registration process, guidelines, and your nonprofit’s capacity to participatecapacity to participate.

• Appreciate the importance of a concise and compelling story about your work in the community.

• Learn key points of presenting a brief and impactful speech for a sample Speakers Bureau event.

• Understand why workplace employee-donor volunteer experiences y yare an important fundraising and donor engagement tool.

Thank you to our Sponsor and Partners!

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Trusted Partner in United WayWorkplace Giving and Employee Engagement Leader

Trusted Partner in United Way

• Nearly 40 years of workplace giving experience; 127 years for United Way• Top charitable brand; recognized brand locally, nationally and internationally

P f d hil th i t f t ti i th i i l di AT&T B k

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• Preferred philanthropic partner of top corporations in the region, including AT&T, Bank of America, Deloitte, Enterprise, Macy’s, Microsoft, Nordstrom, Pepco, Target, UPS, Wegmans and Wells Fargo.

• Preferred partner for new workplace campaigns P d i h 800 k l i l di h d d f i• Partnered with 800 workplace partners, including hundreds of area corporations, nonprofits, and associations, three local CFCs, CVC, DC One Fund, and municipality/county campaigns, spanning 3,200 workplace locations

• Preferred partner of AFL-CIO and affiliated labor organizations • Administrator of DC One Fund and several other municipality/county campaigns• 150,000 donors; potential to reach 1,000,000 employees

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Trusted Partner in United WayTrusted Partner in United Way

Community Convener

CollaboratorCollaborator Catalyst

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Workplace Campaigns

Campaigns in hundreds of workplace sites:

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• We work with campaign managers to raise the visibility of United Way NCA and our members

• With your help, we raise awareness of community needs and how we address them

• Promotion of Donor Choice • Campaigns Managed for Success

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Campaign Types

• Member Nonprofit Internal Campaign

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• Federal: Combined Federal Campaign (CFC)• State: Commonwealth of Virginia Campaign (CVC)• Local: Municipal Campaign• Private Sector:

• Regional and local• GCL

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Member Nonprofit Internal Campaign

You are asked to execute an internal workplace campaign to

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provide your employees, volunteers, board members and other stakeholders with an opportunity to donate to your organization and others that are important to them.and others that are important to them.

• Decision to give is voluntaryg y• Helps to raise awareness of community needs• United Way staff support and tools available• Best self-promotion of your work

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Federal: Combined Federal Campaign (CFC)

United Way NCA and members participate in the following three local CFC campaigns:

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local CFC campaigns:

• CFC of the National Capital Area (Metro DC area)• Chesapeake Bay Area CFC (Baltimore area)*

P t CFC (N th/C t l VA)• Potomac CFC (North/Central VA)*St. Mary’s County Campaign is now part of CBACFC

www.opm.gov/cfcto register & download CFC Approved Charity Logo

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Success in CFC of the National Capital Area

Last year, 400,000 civilian and military employees raised $51 2 illi f th d f h iti i th W hi t

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$51.2 million for thousands of charities in the Washington, DC metropolitan area.

CFCNCA had 21% participation; 200,000 distinct designations; $630 average giftg g g

Good news for us! $1 of every $5 goes to local charities.Federal employees pledged nearly $11.8 million to United Way NCA and its member organizations.

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State: Commonwealth of Virginia Campaign (CVC)

• Employee giving campaign for VA state employees

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• 1,300 charities in the campaign• Specific eligibility requirements such as donation

minimums must serve Virginia residents and maintainminimums, must serve Virginia residents and maintain an overhead of >25%

• In 2013, the campaign raised $3.6M; United Way NCAIn 2013, the campaign raised $3.6M; United Way NCA and its members raised $48,856.

• Ability to share volunteer opportunities and success istories

• Potential to grow campaign

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Municipal Campaigns

• United Way NCA and its members represented in each

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county area within our footprint• $1.3 million raised in municipal campaigns• The campaigns where we serve as campaign

administrator include the DC One Fund, Alexandria Public Schools & City Government Loudoun PublicPublic Schools & City Government, Loudoun Public Schools, and Prince George’s Public Schools & County GovernmentGovernment.

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Private Sector:

• Private sector workplace partners across all industries• Regional and local

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• Regional and local• Global Corporate Leader (GCL)

• 800 workplace partners representing 3,200 workplace locationsW k l i i i h t l ’ l• Workplace giving is an anchor to many employers’ employee engagement initiatives and results in higher contributions.

• Evolving landscapeS t CSR i iti d t t i i iti ti• Support CSR priorities and strategic initiatives

• Approximately 100,000 donors in DMV• Partner with other United Ways• Support partners with e-giving tools • We welcome collaboration to develop current and new campaign

partners

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Campaign Timeline

A few campaign kick off dates to be aware of:

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• Sept 1 – Dec 15 CFC Campaigns• Oct 1 – early Feb DC One Fund• Oct 1 – Dec 15 CVC• Year-Round Municipal & Private Sector

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Rubber Meets the Road…

Speakers Bureau: Register!http://www.unitedwaynca.org/page/s/member-charities-speakers-bureau

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Why should you care about getting your

Hint:

organization in front of employees and donors…

Hint:

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Donor/employee engagement opportunities include:• Campaign kick-offs or rallies• Employee meetings (small and large)

Donor/employee engagement opportunities include:

y g ( g )• Charity Fairs• Trainings• Luncheons or brown bagsLuncheons or brown bags• Chili Cook-Offs, Talent/Game Shows, Walks/Runs, Executive Car

Wash• Volunteer activities, Days of CaringVolunteer activities, Days of Caring• Program site visits• Charity Tours

When: Tuesday – Thursday (normally)Location: DMVDuration: 1 3 hours; Days of Caring may be 2 8 hoursDuration: 1-3 hours; Days of Caring may be 2-8 hours

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Getting the events to you…(CFC)g y ( )

Step 1

• Loaned Executives• Campaign Managers

K kStep 1 • Keyworkers

• CFC office

Step 2  • Sends What, When, Where, # of Spots

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Step 3• United Way NCA

• Sends email to Speakers Bureau database

Step 4• Member Nonprofits

• First Come First Served

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Event Notification Process…(CFC)( )• Immediate Action Needed: Agency Event /Date

(Example – Event: NOAA 10/6)• if you DON’T want to go DON’T RespondStep 1 • if you DON T want to go DON T Respond• if you WANT TO GO – then respond • These emails do not mean that you are confirmed to go.• Everyone is BCC’d so when you reply you do not reply to everyone.

Step 2• Confirmed Re: Agency Event/Date

(Example – CONFIRMED: Re: Event: NOAA 10/6)Step 2 

Step 3• Final Event Logistics: Re: Agency Event/Date

(Example – Logistics: Re: Event: NOAA 10/6)

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Speakers Bureau Checklist…Part 1

Open dialogue within your organization to be more engaged with

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Open dialogue within your organization to be more engaged with workplace employees and donors;

Ensure that all staff or volunteers attending campaign events on behalf of your organization are familiar with the United Way NCAbehalf of your organization are familiar with the United Way NCA Speakers Bureau and Member Tours Program guidelines (i.e. collection of names/emails via mailing list or sign-up form at a CFC event is prohibited);

Recruit and train organizational champions; Create/coordinate your informational materials that feature your

designation codes (and place them in an “events bag” for yourself d th t ff)and other staff);

Coordinate signage, table-display, photos, video Prepare a giveaway item, if budget allows

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Don’t have a budget for giveaways?

• In-house Bookmarks

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• Post-It Notes• Candy with designation code sticker

P il /• Pencils/pens • Tip Sheets (Fall tips)• GET CRAFTY!• GET CRAFTY!

-Magnets, Buttons

Invest in a table cloth!

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Speakers Bureau Checklist…Part 2Sp

Plan for an engaging activity (i.e. Smarties budget, spin the wheel); Outreach to your donors and volunteers; Prepare background: do a quick internet search on company/org Prepare background: do a quick internet search on company/org Understand that all groups of employees and donors are not the same; Looking for a calendar of events? Stop looking. Be prepared to be: flexible ready to go and a networker Be prepared to be: flexible, ready-to-go and a networker

extraordinaire. Embrace storytelling – more on this shortly!

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Know before you go… • Event Logistics – where, when, what, IDs? • Transportation Concerns

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• Materials, giveaways, display• Survival kit – water, snack• What are you wearing?!y g• Be on TIME! (think security lines…especially when it comes to

federal facilities)

We understand LIFE HAPPENS; however, a commitment to a workplace partner is aa commitment to a workplace partner is aconfirmed appointment – not something flexible on the calendar.

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While you are there…• Be well-informed about your organization and United Way! • Be moving. Never sit in the chair provided; stay out in front of the

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Be moving. Never sit in the chair provided; stay out in front of the table or stand behind the table to greet employees as they walk past.

• Location location location (more on this in a sec)Location, location, location (more on this in a sec)• Conduct a drawing to collect business cards (private sector only)• Use props• Wear a nametag• Network (CFC: charities, LE’s, Managers, Keyworkers)• Promote your volunteer activitiesPromote your volunteer activities• Be friendly! Smile! Make eye contact with people as they walk by!

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Always sit next to the...y

Monte says: “Being early = Good spot (possibly next to me)!”Monte says: Being early = Good spot (possibly next to me)!

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After the event…

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Be prepared…

Or we can be known for our grumpy expressions.

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Or we can be known for our grumpy expressions.

Success comes when preparation meets t itopportunity.

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Ready, Set & Go: 2-5-7-10

Versatilit is ke

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Versatility is key:

• 2 minutes in length• 2 minutes in length• 5 minutes in length• 7 minutes in length7 minutes in length• 10+ minutes in length

It’s important to build and flex your muscles in this area!

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Say a few words!

Your remarks will:

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Represent (You, United Way, other member nonprofits, all other charities in campaign, particularly in CFC);

Be concise, compelling, and enthusiastic; Be authentic; Share a story that captures attention, has emotional resonance, is

bl d b ild l i hi b d limemorable, and builds a relationship between you and listener; Reinforce donors’ good feelings about contributing to the campaign

by personally thanking them (regardless of which charities they designate )designate.)

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Sample Speech – Part 1

Thank You & Big Picture

Sample Speech Part 1

• Always thank the audience for their participation, generosity and t f th i (i M ’ U it d W C i

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support of the campaign (i.e. Macy’s United Way Campaign or Combined Federal Campaign.)

• Explain that your organization is a member and partner of United p y g pWay of the National Capital Area. You are also one of hundreds of charities in the campaign.

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Sample Speech – Part 2

Your Organization’s Story

Sample Speech Part 2

• Highlights what your organization does

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• The most powerful way to connect people to your mission…is to tell a story that causes the listener to feel something about the work of your organization. The easiest way to do this is by sharing an y g y y gexample of how your work effects one man, woman, or child.

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Sample Speech – Part 2

Your Organization’s Story

Sample Speech Part 2

People give their time, money and advice to organizations they feel ti ll t d t S h i t b t h h

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emotionally connected to. So, sharing a story about how you change the lives of real people who come into contact with your organization is critical to bringing more awareness and funds to your organization.

Maya Angelou said it best,“P l ill f t h t id P l ill f t h t did B t“People will forget what you said. People will forget what you did. But people will never forget how you made them feel.”

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Sample Speech – Part 3Something for Everyone; Thanks

Sample Speech Part 3

• Encourage your audience to find a charity in the campaign that has touched them in some way There is a charity out there for everyonetouched them in some way. There is a charity out there for everyone.

• Thank the audience for their support of the campaign (Private Sector: Macy’s United Way Campaign; Public Sector: CFC) Their generosity makes it all happengenerosity makes it all happen.

TAKE IT AWAY, JORDAN!Jordan Ritchie, American Red Cross

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Making a connection…to encourage actiong g

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A few storytelling resources…

• United Way NCA’s Learning Series with FACETS and Speakeasy

A few storytelling resources…

y g p yStorytelling: “Storytelling to Advance Your Nonprofit Mission”Storytelling to Advance Your Nonprofit Mission

C• CharityHowTo.com– Free webinar: Top 10 Ways to Effectively Share Stories at a Fundraising

EventTop10WaysToEffectivelyShareStoriesTop10WaysToEffectivelyShareStoriesUse template available on page 9-10 to help create your stories.

Also check out Lori L Jacobwith’s Boring 2 Brilliant eBookAlso check out Lori L. Jacobwith s Boring 2 Brilliant eBook.

• Nonprofitmarketingblog.com

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Volunteer EngagementWhy Corporations are Eager to Promote Volunteerism

Volunteer Engagement

• Opportunities for companies to connect to their local communitiesH l t f th ’ it t t i• Helps to further a company’s commitment to causes or issues of strategic or CSR importance

• Opportunity for staff team-building and connectingpp y g g• Volunteering viewed as “a positive contributor to the internal

and external reputation of the company” and many corporate HR executives view volunteering as an important element ofHR executives view volunteering as an important element of their organization’s culture. (Source: Deloitte 2013 Volunteer IMPACT Survey)

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Donations of time, talent and treasure…,

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// /http://www.amtraining.co.uk/volunteer_management_courses.html

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United Way NCA Days of Caring y y g

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United Way NCA Days of Caring Checklist:

Point person in planning the service day

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Plan for engaging activities Checklist for needed materials T i i f t k Training for tasks Orientation to your organization’s work and missionWelcome from leadership staffWelcome from leadership staff Explaining how your work advances our region’s

Education Income/Financial Stability or Health workEducation, Income/Financial Stability, or Health work Pictures from the service day

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What experiences are Corporate Groups seeking?

• Activities for groups; 6-50+ people• Activities for individuals/small groups

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• Activities for individuals/small groups• Activities for families• One-time activities

R i ti iti /V l t iti• Recurring activities/Vol opportunities over a year• Activities that put to use the group’s professional skills• Activities that require very little training; day-of orientation only• Activities near their location/office or within office• Activities that keep the group together• Opportunities to advance their community goalspp y g• Companies often see team-building as an outcome

of service days

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What can volunteers do?

• Your traditional volunteer roles• Ask your colleagues in other departments what their

programmatic needs are. How can volunteers meet those goals?those goals?

• Be creative; what are you spending your budget on?• Non-direct service activitiesNon direct service activities• Trainings and opportunities to provide specialty expertise

and skills• Corporations are looking to provide meaningful service;

allow them the opportunity to join you.

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Think Outside the Box

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Doing our work to prepare

• Resources for Skills Based Volunteering:“B ildi P hi Th W k” P i f Li h

Doing our work to prepare

– “Building Partnerships That Work” – Points of Lighthttp://www.pointsoflight.org/sites/default/files/resources/files/building_partnerships_that_work_0_0_new.pdf

• Energize Inc. www energizeinc com– www.energizeinc.com

• Global examples of Corporate Volunteering and Workplace p p g pGiving– http://www.scoop.it/t/global-corporate-volunteering

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We want to be trusted philanthropic partnersp p p

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Volunteer Engagementg g

Please email me at cwhite@uwnca.org to talk about how United Way NCA and your organization can serve as collaborative partners and resources in our region’sgvolunteerism landscape.

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A United Front for Success…

United Way NCA believes that when we work together,

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great things happen:

• For our corporate partners• For each of our organizations• For our network • For our community

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Questions?

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Thank You for your Time and Dedication to

W k l E t!Workplace Engagement!

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Contact Information:

Levina KimSr. Corporate Partnership Manager

lkim@uwnca orglkim@uwnca.org202-488-2021

Crystal WhiteVolunteer Coordinator

cwhite@uwnca orgcwhite@uwnca.org202-488-2054