campaign champion playbook - united way elgin...

24
Campaign Champion Playbook unitedwaylm.ca 2017 Get ready for adventure

Upload: others

Post on 11-Jun-2020

2 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Campaign Champion Playbook

unitedwaylm.ca 2017

Get ready for adventure

Page 2: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

A CHAMPION’S PLAYBOOK

Table of contents1. Campaign Champion Role

2. United Way in a Nutshell

3. Running Your Campaign

4. Campaign Planning Checklist

5. Resources & Tools

6. Community Impact Opportunities & GenNext

7. Leadership Giving

8. Canvassing & Addressing General Questions

9. Finance, Administration, Licenses & Permits

Key Contact

United Way Partner:

Phone:

Email:

2017

Page 3: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

WELCOME UNITED WAY CHAMPIONS

Give. Volunteer. Act.

We couldn’t do it without you!

As a United Way Champion, you are the captain of your organization’s quest toward community triumph! You are a true force to be reckoned

with as you recruit your team of comrades, devise your inspirational United Way campaign and ultimately celebrate the success of your

impact in the community! Your task is hefty, but not insurmountable, and the impact of your efforts is truly priceless!

Page 4: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

We couldn’t do it without you!

The United Way Champion is central to the success of the campaign in your organization,and ultimately, to the well-being of your community.

No individual, company or agency, working alone, can achieve as much as we can working together. The majority of dollars raised by United Way comes from employeescontributing at their workplaces.

As a Champion, your role is to:

• Lead and direct the United Way campaign within your organization, motivate

your campaign committee and inspire people to give.

• Help employees understand how contributions to United Way directly impact

your community.

• Give all employees an opportunity to invest in their community.

Benefits to you:

• Opportunity to learn/develop leadership skills.

• Lead a project from start to finish and develop project management skills.

• Be seen by others as a leader.

• Develop fundraising skills.

• Get to know your colleagues.

• Gain knowledge in other divisions/departments in your organization.

• Have fun while contributing to a great cause.

• Opportunity to network with other Champions.

• Further your understanding of United Way’s role in the community.

Thank you for giving your time to help change someone’s life.

1. Campaign Champion Role

Page 5: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Our brandWe’ve captured the key brand elements that create the essence of who we are, what we stand for and how we express it.

Our brand personality Caring • Connected • Optimistic • Empowering • Trustworthy • Courageous

Our vision Our mission

A community where everyone matters.

To improve lives and build community by engaging individuals and mobilizing collective action.

Our values

EmpathyWe believe the root of action for change lies in the ability to see and feel ourselves in the situations of others. We believe all people, and all communities, have the potential to overcome challenges. We treat people with dignity, fairness and equity. We understand and live the co-relation between improving the life of one to improve the lives of all.

InclusivenessWe believe in ‘us and us’ not ‘us and them’. All people, groups and sectors are equally deserving of the same respectand opportunities. We seek out andvalue diverse ideas, opinions and experiences. Our most effective, creative and innovative solutions come aboutwhen we join with others.

CollaborationWe believe the work of change is a shared responsibility. We work as a catalyst in facilitating lasting change. We engage and empower all sectors of our community to come together and share their experiences, expertise and energy. The power of partnership and collaboration multiplies our impact and leads us to find progressive and lasting solutions.

TrustWe change lives. Therefore, we believe we must hold ourselves to the highest of standards. We embrace the responsibility that our donors, volunteers and partners have entrusted to us. We foster strong, positive relationships that are the basis for achieving lasting change and which are built upon the fundamental principles of respect and trust.

AccountabilityWe believe in the importance of being accountable to our donors, volunteers,

the agencies we support and the community for the decisions that we make, for the use of the resources provided to us and for the outcomes we are actively pursuing on behalf of the people supported, donors and the community. We believe it is vital to act with transparency and integrity in all that we do in earning the ongoing support and engagement of our community. We make decisions based on needs and expectations of our communityand believe it is imperative to measure and communicate our impact.

Our impact areas

Moving people from poverty to possibility

Meeting basic human needs and moving people out of poverty • Housing stability • Food security • Employment and financial

security

Building strong and healthy communities

Supporting personal wellbeing and strengthening neighbourhoods • Connection to supports • Neighbourhood and

community engagement • Personal wellbeing and safety

Helping kids be all they can be

Helping children and youth reach their full potential • Engagement in learning • Connectedness and

community involvement • Emotional and physical

wellbeing

2. United Way in a Nutshell

Page 6: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

2017 - 2018Community investments

Addiction Services Thames Valley • London CAReS

Canadian Hearing Society• Community support services

Family Service Thames Valley• Financial literacy *

London Employment Help Centre• Advocacy program

March of Dimes Canada• Assistive devices program *

Meals on Wheels London • Meal program• Transportation program

Unity Project for Relief of Homelessness in London• Housing stability program

Youth Opportunities Unlimited• Next Wave Youth Centre * • Youth Action Centre

Crouch Neighbourhood Resource Centre• Community development• Children & youth services• Opening Doors & community support

Glen Cairn Neighbourhood Resource Centre• Community development• Children & youth services• Family & basic needs

LUSO Community Services• Multicultural outreach program *• Northeast community development program• Northeast youth support program• Family & basic needs• Shared beginnings - family literacy

South London Neighbourhood Resource Centre• Inclusive resident engagement • Healthy communities for all

Poverty

Together we support urgent needs and promote independence and long-term financial stability.

Anova• Counselling services *

Canadian Mental Health Association - Middlesex • Family support (includes bereavement) *• Drop-in programs at London Coffee House

& My Sisters’ Place• Supportive listening *

Community Living London• Volunteer services

Daya Counselling Centre• Counselling services *

Family Service Thames Valley • Counselling services• Internship training program

Horton Street Seniors Centre• Seniors’ health & well-being

John Howard Society London & District • Counselling services• Women’s group

St. Joseph’s Hospice London Middlesex• Volunteer visitation program

Vanier Children’s Services • Focused family therapy &

internship training program *

Mental Health

Together we promote healing, resilience and recovery for individuals living with mental health issues.

Page 7: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Innovation Fund

The Innovation Fund provides support to emerging challenges facing our community and advances the mission of United Way London & Middlesex.

211 *

Matched Education Savings Program *

New Beginnings Loan Fund *

Across Languages • Community interpreter access program *

Big Brothers & Big Sisters of London & Area • Community based mentoring *

Boys’ & Girls’ Club of London• Recreation, social and nutrition program• Education program• Inclusive camping services

Changing Ways (London) Inc. • Counselling services *• Caring Dads program

CNIB • Early intervention services *

Community Living London• Teach and play toy lending library

John Howard Society of London & District • Youth outreach *• Boullee, Huron & Kipps Lane project

Learning Disabilities Association - London Region • Services for children, youth & families *

London InterCommunity Health Centre• Women of the World program

Merrymount Children’s Centre • Mutual aid parenting program (MAPP) *

Muslim Resource Centre for Social Support & Integration

• Family & community support service *

N’Amerind (London) Friendship Centre Inc.• Community liaison program *

SARI Therapeutic Riding • Therapeutic riding program *• Summer camp program *

Stevenson Children’s Camp • Summer camp program *

WIL Employment Connections• Immploy Mentorship program

Women’s Rural Resource Centre of Strathroy & Area

• Children’s program *

YMCA of Western Ontario • YMCA community school programs *• Inclusive camping services *

Beginnings & Transitions

Together we help children to reach their full potential, empower individuals and families to overcome tough times and enable immigrants to engage, contribute and thrive.

* Programs operating in Middlesex County

Page 8: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

2017 - 2018Community investments

Jabez Therapy Ranch• EAGALA program

Mennonite Community Services of Southern Ontario• Volunteer driver program

Serenity House Hospice• Share the Care program

Building strong and healthy communities

Supporting personal wellbeing and strengthening neighbourhoods.

Big Brothers Big Sisters of St. Thomas-Elgin• Community based mentoring program

CNIB• Early Intervention Services

Eat2Learn• School nutrition program

Talbot Teen Centre• Smart Decisions for Success program

Farmtown Canada• Grow Girls Impact program

Jabez Therapy Ranch• Therapeutic riding program

Mennonite Community Services of Southern Ontario• Family education & support program

Pearce Williams Christian Centre• Summer camp program

St. Thomas-Elgin Second Stage Housing• Children’s program

The Salvation Army Ontario Great Lakes• Community Alternatives for Youth program

YMCA Western Ontario• Strong Kids program• Community School program

YWCA St. Thomas-Elgin• Aylmer youth programs• West Elgin children & youth programs

Helping kids be all they can be

Helping children and youth reach their full potential.

Inn Out of the Cold• Winter Homeless Shelter

St. Thomas-Elgin Unemployed Help Centre• The Advocacy Centre

West Elgin Community Health Centre• Gift-A-Ride program

YWCA St. Thomas-Elgin• YWCA Women’s Residence• Poverty reduction program• Harmony House

Moving people from poverty to possibility

Meeting basic human needs and moving people out of poverty.

Page 9: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

3. Running Your Campaign

Campaign Timeline

weeks bef kick-off

kick -off

2

weeks before kick-off

Kick-

off week

Mid-

campaign

End of campaign

When setting a date for your campaign launch, choose a time when your fellow employees and leadership will be most engaged. Keep holidays and your organization’s seasonal considerations in mind. Then, plan your timeline.

6 weeks before launch

4 weeks before launch

1-2 weeks before launch

Launch week

Mid-campaign

End of campaign

• Reach out to United Way staff partner for campaign support. (519) 438-1721• Involve your CEO and company leadership.• Recruit a Leadership Campaign Chair to oversee Leadership solicitation.• Recruit your GenNext Ambassador.• Attend a Champ Camp with United Way.• Recruit workplace committee

• Schedule a campaign committee meeting to develop and organize your plans – invite your staff partner• Establish specific duties for each member.• Promote Leadership giving and schedule speakers.• Recruit and train your campaign committee, especially department/floor/building co-chairs.

• Publicize and promote campaign and announce campaign launch date, activities, and incentives.• Host Leadership event with a United Way Leadership speaker.• Continue to promote and publicize campaign and educate staff and volunteers about United Way.

• Host awareness event for all staff with United Way and/or community speakers.• Ask CEO and Labour leaders to attend and publicly endorse United Way.• Thank employees who gave last year.• Announce campaign timeline.

• Continue to promote and publicize campaign.• Announce incentive winners as appropriate and send email reminders, and conduct special events.• Announce campaign end date.

• Collect all donor pledges (paper or online) and ensure all information is complete.• Announce results and celebrate success/recognize all donors, especially new and increased pledges.• Evaluate results against goals and strategies.• Thank everyone.

Page 10: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

4. Campaign Planning Checklist

TaskTarget

Completion Date

Meet with your United Way Representative • Review last year’s campaign, strategize for this year’s campaign and learn about new campaign tools and materials.

Plan your campaign

• Identify strengths and opportunities for growth from your previous campaign. • Set participation and financial goals for your campaign. • Work with your Campaign Team to develop a detailed timeline and calendar of events using this guide. • Order campaign supplies from your United Way Staff Partner. • Visit unitedwaylm.ca/campaign-toolkit/ to obtain logos, graphics, stories, and other useful materials.

Train your Team! Educate your team members on United Way’s role in the community

• Register your team for Champ Camp training. Energize your Campaign Team by sharing United Way’s work in the community. • Hold a Campaign Ambassadors training session at your workplace; your United Way Staff Partner can facilitate this.

Launch your campaign

• Announce your goal(s) for the campaign, activities and incentives.

Recruit your Campaign Team

• Your team should include members from all departments, levels and locations of your organization. Remember to include team members to represent second and third shift employees as well as union members. • A Leadership Chair to be responsible for initiating the Leader ship Giving Campaign in your workplace ($1,200+/annually). • Campaign Ambassadors for peer-to-peer solicitations, which is the most effective method of fundraising. Strive to recruit one representative for every 10-20 employees. • A GenNext Ambassador who can create buzz and promote the campaign with employees in their 20’s & 30’s. • A United Way Staff Partner who can offer ideas, provide support, order supplies, request community speakers, and make presentations.

Page 11: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

What Works!

Meet with your United Way Representative

• Meet with your Leadership Chair to coordinate your Leadership Giving Campaign plan.

• Review your organization’s list of past Leadership Donors. Contact United Way for this list and confirm the donors are still employed at your organization.

• Encourage donors of $800-$1199 to join the Leadership Giving Program. Be sure to explain the benefits of this program.

• Explain and promote the Leadership Challenge Grant and its benefits. (See section 6 of this manual for more info).

Report Results

• Schedule a mid-campaign update meeting with your committee and your United Way Staff Partner. At the mid-point of your campaign, dollars should be close to 70 % of your campaign goal. This meeting is an opportunity for problem solving, motivating your team, and thanking them.

• Submit donations and reports at mid-campaign and again within two weeks of the end of your campaign. Early ensures your colleagues’ gifts are processed and Leadership Donors are thanked in a timely manner.

• Deliver all forms for payroll deduction gifts to your payroll departments. Keep your employees informed on campaign progress.

• Follow up. Ensure all previous Leadership and pre-Leadership Donors have been given the opportunity to give by doing personal check-in reminders.

Say Thank You!

• Thank all donors and volunteers who have made your campaign a success.

• Hold a thank you event for employees.

• Invite United Way to report back to staff on the impact of their gifts. A presentation or Community Impact Experience in the months following your campaign reinforces the value of donors’ gifts.

Make the Ask

• Strive to ask 100 percent of your organization’s employees and retirees to donate to United Way.

• Do a one-on-one, peer-to-peer ask with personal follow-up.

• Ask selected employees (based on salary grade or title) to give at the Leadership level with gifts of $1,200+.

• See our Addressing General Questions page in section 7

Page 12: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Campaign toolkit

www.unitedwaylm.ca/campaign-toolkit.html*Includes campaign supports, posters, logos videos, volunteer guides, lottery requirements, United Way stories and much more.

E-Tools

Impact Thermometer:http://www.unitedwaylm.ca./impact-calculator.html

Make the Month Poverty Simulation: http://makethemonth.ca/london-middlesex

Social Media

facebook.com/unitedwaylm

twitter.com/unitedwaylm

instagram.com/unitedwaylm

5. Resources & Tools5. Resources & Tools

Page 13: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Follow United Way and GenNext on Twitter and Facebook. Stay connected using @unitedwaylm, @SttelginUW, @gennextuw with our event hashtags (i.e. #3MHarvestLunch)

• Integrate your social media applications so that information is shared in more than one place at the same time

• Social media is about interaction – reply, retweet and join discussions about United Way and its impact. Ask questions like“What are you doing to positively impact our community?” and participate in the conversation that results)

• Make your tweets retweetable with your username, hashtags, and a short, snappy message

• Use hashtags to categorize your brand’s messages. For example, if your content relates to a topic like #StairClimb, #PopupVolunteering, or #changestartshere, say so by including a hashtag

• Use hashtags to extend the reach of your posts. By employing tags that are frequently searched you’ll greatly increase the odds that your content will be displayed and get shared.

• Use them to start a topic trend. While most of the hashtags you include in your posts will already exist, hashtags can also afford an opportunity to showcase your creativity

• Use ‘share this’ widgets on newsletters, blog posts, websites, email footers and social media messages

• Use social media channels to thank your co-workers for support, involvement, and giving

• Post photos that others can share

• Leverage the reputation of traditional media sources like television and newspapers by including links to coverage of the United Way campaign on your social media channel

• Encourage your followers to leverage their own social networks for alternative giving (such as donate to United Way instead of birthday gifts)

Using Social Media

Page 14: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Community Impact ExperiencesThere is no better way to understand the work of United Way than through Community Impact Experience. By visiting one of our partner agencies, you can see the work that United Way’s priority goal partners do to make change happen in the community and the impact of your contribution on creating long-lasting social change in our community.

Impact SpeakersThere is no greater testament to the community we build and the lives we change than the first-hand accounts of our Impact Speakers. Our speakers – people who have benefited from the United Way funded front line program or service; volunteers at community non-profit agencies; staff working on the front lines in the community – put a face and a story behind every dollar donated.

Group VolunteeringWe believe that through volunteerism we can create a meaning and lasting change in our community – and in people’s lives.

Roll up your sleeves and volunteer your time to help a community at our annual Day of Caring or join us for a Pop-up Volunteering event!

Contact your United Way staff or Sponsored Employee to organize an Impact Opportunity for your staff team.

5. Resources & Tools6. Community Impact Opportunities & GenNext

Page 15: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

The role of the GenNext Ambassador

1. Bring a new “GenNext” perspective to your workplace's United Way Committee

2. Captain your workplace team & conquer the stairs at the annual StairClimb

3. Mobilize your coworkers to invest their time & talent in GenNext initiativesRally your colleagues to take part in GenNext Mix N' Learns, Pop-up Volunteering, collection drives and a plethora of other community initiatives!

4. Host a Community Impact Experience at a United Way partner agency to see your investment in action

What’s in it for you?

• As a leader in your workplace, work towards positive change in your community by addressing issues related to poverty, mental health, and beginnings & transitions

• Network with other like-minded GenNexters within your organization and among the greater GenNext community

• Access diverse and ongoing workshops and development opportunities

• Gain hands-on experience with event planning, public speaking, strategic planning, and volunteer management

• Volunteer directly with local programs that align with your interests

The GenNext Ambassador is the voice of GenNext in your workplace and helps drive social change among London’s next

generation of DoGooders!

GenNext Workplace Ambassador

• Engage millennial employees in your corporate responsibility program in a unique way

• Build dedication and commitment amongst the GenNext demographic to your United Way campaign and organization as a whole

• Develop a corporate culture that embraces employee's passion for their community

• Utilize the expertise of GenNext employees on how best to engage and reach their millennial colleagues

• Offer employees an opportunity to use and develop their leadership, organizational, and communication skills

• Public recognition as a committed community supporter

Page 16: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

7. Leadership Giving

At United Way, Leaders are people who are driving change, willing to set a powerful

example, and able to inspire action. It begins with a personal annual gift of $1,200 or

more. Leadership Giving is an important part of United Way employee campaigns in all

organizations. United Way relies on the volunteer Leadership Chairs to spearhead the

Leadership Giving Program for their organization, and United Way offers training, ongoing

support and fundraising materials, to help ensure the success of the Leadership Giving

Program. Leadership Giving is the fastest growing area of United Way’s annual Campaign,

currently representing just under 40% of the overall annual Campaign achievement.

Community Benefits

• Access to new resources - new dollars from Leadership Campaigns enhance

United Way’s ability to respond to community needs with funding increases

• Recognition of new community Leaders - as Leadership Donors and volunteers

gain recognition for their charitable activities, they are recognized as potential

community leaders

• Increased community spirit - Leadership Donors have increased pride in their

community and desire to participate in community activities

Employer Benefits

• Improve the positive image of the organization - participating companies are seen as community leaders because of the high level of commitment and increased giving.

• Improved employee morale - Leadership Giving activities build teamwork and strengthen employee commitment by linking Leadership Donors in a common cause of caring for their community

• Increased support to the community through United Way - a well-run Leadership campaign guarantees that your company will increase its overall United Way achievement, resulting in a sense of pride and accomplishment for the employees

5. Resources & Tools7. Leadership Giving

Page 17: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

What is Leadership Giving?Leadership Challenge Grant

One gift. Double the impact.

What is it? The Leadership Challenge Grant provides matching funds for all new Leadership Level gifts or increases to Leadership Level gifts to the 2017 Campaign (a Leadership gift is any donation $1,200 or more).

To learn more about the 2017 Leadership Challenge Grant, please visit our website at

unitedwaylm.ca or call us at 519-438-1721.

*Note: Matches will be made for qualifying gifts from the beginning of the campaign year until the fund has been exhausted. Pledge early to double your impact in the community.

Page 18: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Leadership Donation

$1,200 + (starting at $46.16 bi-weekly)

Friend Level Giving

$500-$1199 (starting at $19.23 bi-weekly)

Everyday Hero Giving

$365 ($1/day, $14.03 bi-weekly)

8. Canvassing & Addressing General Questions

Canvassers are a vital extension of the Campaign Champion. They are part of the campaign from start to finish, helping with meetings, boosting participation by encouraging employees to give and, perhaps most importantly, communicating United Way’s messages while having fun!

The most responsive donors are informed and involved. An effective communications program, supported by committed Campaign Canvassors and a well-planned Workplace Campaign always encourages an enthusiastic response from donors.

Who is a Canvasser?

The ideal Campaign Canvasser is someone who is:

• Community-minded and excited about United Way`s impact.

• A committed United Way donor.

• Enthusiastic and respected.

• Organized and flexible.

• A self-starter and team player.

• Well respected by their peers.

Giving Levels

Canvassing

7. Leadership Giving8. Canvassing & Addressing General Questions

Page 19: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Addressing General Questions

Common concerns from co-workers and colleagues and points to help you address them:

I can’t afford to give

• Every individual’s circumstance is different, only you can determine what is right

for you.

• Payroll giving makes it easy and affordable. By spreading your gift throughout the

year, you often don’t miss the amount from your pay-cheque and may be able to

give a bit more.

• Your payroll gift will be tracked on your T4 and you will realize a savings on your

tax return, making the net cost of your gift much less than you would think. Use

the tax table in the Campaign Toolkit section at

unitedwaylm.ca/campaign-toolkit/ as a reference point.

• Emphasize each and every gift makes a difference and that we hope you can

participate at whatever level is most comfortable for you.

I’ve already made my gift this year to other charities

• Thank you for your commitment to making a difference.

• By supporting United Way, you help ensure that the cause closest to your heart is

supported by complementary programs in your community.

• Understanding all of the needs in a community can be complex. United Way works closely with agency partners to understand these needs and invests funds to help improve lives.

• Our designated giving program allows donors to give to a charity of their choice. However, a gift to United Way’s Community Fund has the greatest impact in our community.

• Thank you for that gift.

Page 20: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

United Way spends too much on fundraising

United Way is proud of its efforts to keep costs low through sponsorship, the Sponsored

Employee Program and workplace volunteers. United Way’s fundraising costs are

consistently and substantially below the national average of 26 cents per dollar raised.

Our total fundraising costs, over the past three years, average only 19% of net donations

and grants.

I don’t use any of the services funded by United Way

• You might be surprised. United Way funds many initiatives in our community. It’s possible that you, members of your family, friends, colleagues, or neighbours access funded initiatives.

• United Way helps to keep our community strong by dealing with the root causes of critical social issues. United Way is about creating measurably better communities. We do this through research, community dialogues, advocacy, communications for public awareness, and evaluation.

I pay taxes. The government should be responsible for looking after these services.

• Unfortunately, shifts in government funding mean agencies find it increasingly challenging to deliver critical services.

• Many funded agencies rely heavily on stable funding from United Way to deliver additional services which have been identified as critical in addressing new and emerging needs.

• It takes a community to care for a community. United Way mobilizes resources and brings together partners, labour, government, business, and volunteers to create sustainable change in the lives of our community members.

Page 21: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

9. Finance, Administration, Licenses & Permits

Finance and AdministrationTax Receipting

Always check to ensure a donation is receiptable under Canada Revenue Agency tax receipting regulations before promising a tax receipt to a donor. This applies to any donation—lottery tickets, goods for an auction, casual day donations, etc. One of the most unpleasant tasks a volunteer can face is telling a donor they will not be receiving a tax receipt after all.

Please remember, these are Canada Revenue Agency tax regulations. United Way must follow them to retain our charitable status. There can be no exceptions.

Gifts that are receiptable

• Direct cash, cheque and credit card donations of $20 and over are automatically issued a tax receipt. Donations of less than $20 will be issued a tax receipt on request.

• Direct cash, cheque and credit card donations are receiptable for the tax year in which they are received.

• Monthly donations will be receipted at the end of the calendar year. Payroll enquires/receipt requests should be directed to United Way’s Finance Department at 519-438-1721.

Payroll deductions

Employees who donate through Payroll Deduction Plans are entitled to a tax receipt at the end of the year, reporting total charitable donations for that year. This can be provided in one of the following ways:

• Either your company has an agreement with United Way to show the annual contribution on the employee’s T4 slip. • Or if your payroll system cannot report charitable donations on T4s, United Way will issue tax receipts after we have received your final payroll remittance for the year. Your Payroll Administrator will need to provide us with the name of each payroll donor and amount donated through payroll deductions for the year, as well as the total amount remitted by you to United Way for the year.

7. Leadership Giving5. Resources & Tools9. Finance, Administration, Licenses & Permits

Page 22: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

9. Finance, Administration, Licenses & PermitsGifts that are not receipted

Auctions and raffles

A charity cannot issue tax receipts to people who buy items at a charity auction, even if the price they pay exceeds the fair market value of the item. This is because they are receiving something in return and therefore there is no gift.

Contributions of services

Contributions of services may not be acknowledged by issue of an official receipt. A gift must involve property. Contributions of services (that is time, skills, effort) are not property and do not qualify.

How to use incentive prizes

You can offer an incentive to make a donation only if you ensure that everyone has an equal opportunity to win the prize. For example, as everyone hands in their pledge form (completed or not), they become eligible for a draw.

Gifts that are partially receipted

Admission cost to a meal or entertainment event

Canada Revenue Agency regulations permit the issuing of a receipt for the donation component of the admission price to a meal or entertainment event. For example, if a lunch costs $30 per person (including HST) and the admission price is $100, then a receipt can be provided for the $70 difference. This partial receipting rule applies to dinners, shows or the like.

**Please do not promise anyone a receipt.

Please check with your United Way Staff Partner if you are not sure about receipting rules.

Page 23: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Licenses and Permits

In order to hold some special events, such as raffles, casino nights and bingo, you are required to obtain a permit or license.

To obtain a license, an application form must be filled out in the name of United Way. If you are planning to hold a special event that requires a license, please get in touch with your United Way Staff Partner or call 519-438-1721. It may take up

to six weeks for you to receive your license, so plan early.

When holding a raffle, you must include the Ontario lottery license number on each raffle ticket. Keep in mind that you cannot print or sell your raffle tickets until you receive a lottery license. If you are planning a raffle, please build approximately six week’s time into your plan to apply for the license, print your tickets with your license number and sell the tickets.

Page 24: Campaign Champion Playbook - United Way Elgin Middlesexunitedwayem.ca/wp-content/uploads/2017/07/Campaign-Champion-B… · Campaign Champion Role 2. United Way in a Nutshell 3. Running

Give. Volunteer. Act.409 King Street, London, ON N6B 1S5

Ph: 519-438-1721 | Fx: 519-438-9938

Charitable registration #[email protected]

unitedwaylm.ca