TALKING POINTS FOR COLE SOCIETY PRESENTATION

Transcription

1 TALKING POINTS FOR COLE SOCIETY PRESENTATION History of Johnnetta B. Cole Society who she was, how it came to be Our mission is to engage and bring together people and resources to drive sustainable improvements in the well-being of children, families and individuals in the community. In order to accomplish this mission, it is individuals like you that helps United Way of Greater Atlanta steer closer to that mission. Where we are now a group 8,400 diverse in age, occupation and income, but united around the importance of being active in their communities and generous with their time and talent as well as their treasure. Johnnetta B. Cole Women s Society o Current WOC members: 3,054 o o o WOC signature cause: M.O.M.S. Making our Moms Successful to build healthier families WOC events: Power Panel and Volunteer projects around signature cause (will have more specifics as we get further in planning) WOC Cabinet: comprised of 22 female leaders from companies and non-profits. Recruiting process occurs in May Personal story of why you give How you can become a member contribution of $1,000 to $9,999 annually Match information Upcoming event information: 5K, WLB, LLP, Shoebox, etc. Ways to become more engaged (Engagement Opportunities hand-out) examples: o Community Investment Process o Street to Home o VIP Impact Fund importance of donating to Impact Fund and how it helps ASK! Thank!

2 Engage. Motivate. Ask. Thank. Building a Successful Leadership Giving Program in Your Workplace Obtain support from your CEO and senior management team. Has your CEO already made a personal leadership giving ($1,000 - $9,999) or Tocqueville Society ($10,000 +) donation? If not, work with your United Way staff contact to identify the best person to ask your CEO for a leadership or Tocqueville gift. Recruit a Leadership Giving Coordinator to organize your Leadership Campaign. Select someone who is a leader, well respected by his/her peers and already giving at the leadership level. Be sure to arrange for the leadership giving coordinator to participate in United Way training. Develop a detailed Leadership Giving program and timeline with goals. Leadership giving has a separate kick-off event before kicking-off the general campaign. By announcing the results of an early leadership giving campaign, leadership givers can set the tone for the rest of the campaign, encouraging and inspiring others to give. Goals can be set for overall number of Leadership donors, number of those who increased, and total dollar amount. Identify potential donors and potential giving levels for each of them. Check previous donations records for people who have in the past or are currently contributing at the leadership giving Level. Be sure to include people who are already close to the leadership giving level ($500-$999). One way to identify potential prospects is that they typically have an annual combined household income over $100,000. Kick-off the Leadership Giving Program with an Event. Plan the kick-off event inviting current leadership donors as well as prospects. Make sure you invite a United Way staff person to participate in the program. Begin peer visits. Making the ask. Select the best person within the company to extend the invitation to become a leadership donor. Distribute a personalized pledge card to each donor. The leadership giving coordinator should follow-up to ensure that potential donors are contacted as planned. Report results and say Thank You. Send a personalized letter from your company s CEO and leadership giving coordinator thanking each leadership donor. Also consider planning a special event (such as a reception, lunch, or dinner) hosted by your company CEO to thank leadership donors for their support. Report Your Success Provide United Way with the names, home addresses, and donation amounts of your leadership giving donors, so that United Way can acknowledge their donations, thank them for their generosity and commitment, and provide them with appropriate tax records.

3 ENGAGEMENT OPPORTUNITIES Getting involved with United Way of Greater Atlanta lets you see how your donation is being invested. Below is a list of engagement opportunities available to Cole Society members. There are four types of engagement opportunities. Time commitments can range from two hours to twelve hours per month: OUTREACH Spend 1-2 hours to see firsthand the work of a United Way of Greater Atlanta program or initiative BOARD Become a board member of a United Way of Greater Atlanta non-profit partner or sit on a United Way committee or cabinet VOLUNTEER Participate in executing United Way of Greater Atlanta programs and initiatives NETWORK & LEARN Attend a United Way of Greater Atlanta event 1 OUTREACH ENGAGEMENT OPPORTUNITY DESCRIPTION Spend 1-2 hours to see firsthand the work of a United Way of Greater Atlanta program or initiative Tour Street to Home Outreach Visit United Way of Greater Atlanta to listen in on some of the 700,000 calls that the Contact Center receives per year from people in need. Come alone or with a group. Walk through the city with trained United Way of Greater Atlanta professionals to encourage homeless people to get on the bus to start their journey toward self-sufficiency. For more information, contact cole@unitedwayatlanta.org with any questions or to sign up for any of these activities.

4 ENGAGEMENT OPPORTUNITIES 2 BOARD Become a board member of a United Way of Greater Atlanta non-profit partner or sit on a United Way committee or cabinet ENGAGEMENT OPPORTUNITY DESCRIPTION Volunteer Involvement Program (VIP) Training Begins: September 12, 2016 Fall, winter, spring, dates available VIP Board Recruitment Fair October 23, 2016 Community Investment Volunteer County Advisory Board / Committee Women of Cole Cabinet Attend this 8 week session to prepare yourself for non-profit Board leadership. For more information, contact vip@unitedwayatlanta.org At this annual event, VIP graduates and alumni attend and connect with local nonprofit agencies that are searching for people to serve in leadership roles. For more information, contact vip@unitedwayatlanta.org Lend your time and talents to help United Way of Greater Atlanta s Board of Directors wisely invest funds raised from the annual campaign. For more information, contact involunteers@unitedwayatlanta.org Identify and make fund investment recommendations at the county level as a member of 1 of 13 county advisory boards/ committees. For more information, contact the county directly e.g. dekalb@unitedwayatlanta.org or cobb@unitedwayatlanta.org Help the Women of Cole to grow and engage women further. Application process begins in the spring with a monthly time commitment for meetings and subcommittee work. For more information, contact womenofcole@unitedwayatlanta.org For more information, contact cole@unitedwayatlanta.org with any questions or to sign up for any of these activities.

5 3 VOLUNTEER ENGAGEMENT OPPORTUNITIES ENGAGEMENT OPPORTUNITY DESCRIPTION Participate in executing United Way of Greater Atlanta programs & initiatives Day of Action June 24, 2017 VIP 25th Anniversary 2017 Tax Preparation Assistance Begins December 2017 Shoebox Project March - May Silence the Growl May - June Advocate with Legislators Consultant Services Financial Coaching Communities across Greater Atlanta and around the world come together to harness the volunteer spirit. Join thousands of people and volunteer to help improve the conditions where children and families live. Multiple sites available. For more information, contact volunteer@unitedwayatlanta.org In 2017, United Way of Greater Atlanta will celebrate the 25th anniversary of its Volunteer Involvement Program (V.I.P.). Nearly 2,000 V.I.P. alumni, United Way supporters and hundreds of local nonprofit agencies will be invited to the event. For more information, contact vip@unitedwayatlanta.org Train to be an IRS-certified tax preparer and help those individuals and families with low-to-moderate income with free tax preparation. Sign-up this December. For more information, contact vita@unitedwayatlanta.org Decorate shoeboxes and/or pack and ship them with personal toiletries for homeless women and children in the Greater Atlanta region. For more information, contact shoeboxproject@unitedwayatlanta.org United Way s program that s designed to fund meals for children who quality for free or reduced price meals at their schools. An estimated 60,000 are at risk of losing 1 or more meals during the summer break. For more information, contact silence@unitedwayatlanta.org Get trained to meet with legislators on issues critical to United Way of Greater Atlanta and our local community. For more information, contact amintz@unitedwayatlanta.org Donate your expertise and time to help with specific United Way of Greater Atlanta projects, initiatives, etc. For more information, contact volunteer@unitedwayatlanta.org Obtain the training and skills to be a financial coach to an individual living from paycheck to paycheck, empowering them to better manage their finances and to get resources for long-term financial stability. For more information, contact fcn@unitedwayatlanta.org Contact Eve Powell at epowell@unitedwayatlanta.org Work with United Way of Greater Atlanta Veterans coordinator to provide services to this with Vets any Connect questions or to sign up for community. any of these For more activities. information, contact vwalker@unitedwayatlanta.org

6 ENGAGEMENT OPPORTUNITIES 4 NETWORK & LEARN Attend a Signature Event The Mayor s 5K on the 5th Runway August 27, 2016 Women s Leadership Breakfast November 18, 2016 Spark Prize March 31, 2017 Leading a Life of Purpose May 11, 2017 African-American Partnership Young Professional Leaders ENGAGEMENT OPPORTUNITY DESCRIPTION An exclusive experience the chance to run on one of the runways at the world s busiest airport, Hartsfield-Jackson Atlanta International Airport. All registration proceeds go to the United Way Impact Fund. Connect with business and community leaders and hear a noted speaker talk about a current issue; Last year s event drew over 1,000 attendees. An interactive experience where community champions from the business, nonprofit and government sectors connect to turn ideas into action. Attendees have opportunities to learn how they can improve lives and create change through roundtable discussions, interactive exhibits, and learning labs. Hear from a panel of prominent women leaders and participate in a networking reception attended by female business executives, community leaders and philanthropists. Help impact the community at an AAP networking event or civic gathering. Go to unitedwayatlanta.org/events for calendar. For more information, contact aap@unitedwayatlanta.org Attend a YPL networking and/or civic gathering for individuals 40 and younger. Go to unitedwayatlanta.org/events for calendar. For more informations, contact ypl@unitedwayatlanta.org Go to unitedwayatlanta.org/events for all event details. For more information, contact cole@unitedwayatlanta.org with any questions or to sign up for any of these activities.

7 COLE SOCIETY The Cole Society is named in honor of Dr. Johnnetta B. Cole, a community champion and former president of Spelman and Bennett colleges. $1,000 OR MORE Individuals who are leading the way in making a real, measurable impact on issues that matter most within our community. There are currently more than 8,100 Cole Society members who have invested close to $13 million in Greater Atlanta, leading the way in making a real, measurable impact on issues that matter most. Cole Society members play a critical role in communityfocused philanthropy. MEMBERSHIP CRITERIA The Cole Society is open to individuals or couples who make a gift of $1,000 or more annually to United Way of Greater Atlanta. #LIVEUNITED #UNITEDWAYATL MEMBERSHIP BENEFITS Priority access to United Way of Greater Atlanta events Invitations to volunteer opportunities, including group, individual and family-friendly events Opportunities to participate in the work of United Way with other Cole donors (e.g., Street to Home and tours), experiencing the impact of one s gift firsthand Opportunities to take courses with the United Way Volunteer Involvement Program (VIP), which offers nonprofit board development training FOR MORE INFORMATION, CONTACT: cole@unitedwayatlanta.org PAGE 6

8 $1,000 OR MORE Connects donors with other influential women in an effort to drive sustainable change throughout Greater Atlanta. #LIVEUNITED #UNITEDWAYATL WOMEN OF COLE The Women of Cole was established in Led by three respected Atlantans Ann Stallard, Anne Kaiser and Dr. Johnnetta B. Cole the group mobilizes women from diverse backgrounds, educating them about philanthropic involvement and leadership, and engaging them in the work of United Way. The Women of Cole connects donors with other influential women to drive sustainable change throughout Greater Atlanta. Members network with other powerful women and become change agents through advocacy, leadership and philanthropy. In 2015, 3,054 members donated more than $4.6 million to United Way of Greater Atlanta. MEMBERSHIP CRITERIA The Women of Cole is exclusive to women donating $1,000-$9,999 annually to United Way of Greater Atlanta. MEMBERSHIP BENEFITS All benefits granted to the Cole Society Invitation to the Women of Cole s Power Panel Priority access to United Way s signature events for women, including the Women s Leadership Breakfast and Leading a Life of Purpose Access to unique volunteer opportunities for members and their families Exclusive member receptions Donation may be eligible for dollar-fordollar match programs sponsored by The Coca-Cola Foundation (See next page for details) DOLLAR-FOR-DOLLAR MATCH NEW MEMBER MATCH Your personal contribution is matched to double the totaled leveraged gift. CURRENT MEMBER MATCH Sponsored by $ 1,000 + $ 1,000 = $ 2,000 (Personal Contribution) (The Coca-Cola Foundation Match) (Total Leveraged Gift) An increase of your personal contribution to $2,500 (or more) will be matched to double the total leveraged gift. In this example, your current member gift of $1,000 increased to $2,500 is matched to bring the totaled leveraged gift to $5,000. $ 1,000 + $ 1,500 + $ 2,500 = $ 5,000 (Personal Contribution + Contribution Increase) (The Coca-Cola Foundation Match) (Total Leveraged Gift) FOR MORE INFORMATION, CONTACT: womenofcole@unitedwayatlanta.org PAGE 7 By request of the match sponsors, match dollars are applied as undesignated gifts and are invested in the United Way Impact Fund. Match dollars may not be designated to a specific organization. All matching funds are gifts/donations from generous sponsors; once donations meet the level of matching funds, the program is complete for the year.