2017 Campaign Presentation Guide

Transcription

1 2017 Campaign Presentation Guide Your step-by-step companion for presenting an effective campaign Who are you? Introduce yourself If you re a Loaned Executive briefly describe what that is and the company you represent What is our theme? We fight for a stronger Miami. We fight for YOU! United Way needs your help to fight for a stronger Miami We re all a part of this community We all need to be a part of making our community a better place to live, work and play It takes all of us working together to build a stronger Miami How do you connect to people s hearts? This is the time to bring in the heart of the work with a story. You have three options: the campaign video, a testimonial speaker or your own story. I d like to show you our video which highlights the story of someone that was helped by United Way and who is so grateful that he is now giving back to the community in many ways. I d like to now introduce [insert name] from [insert place] who will talk to you about how United Way has helped them achieve their goals and become a part of advocating for a stronger Miami. I d like to share with you a story about someone who was directly impacted by United Way. [USE YOUR OWN PERSONAL STORY] Transition to the rest of the presentation by acknowledging the amazing story in the video or by thanking the speaker. Who does United Way help? Let me tell you about the people that United Way helps every day. ALICE Asset Limited, Income Constrained, Employed people who work hard every day and are just one emergency away from falling into poverty The 2017 report, released in February, shows that 37% of Miami-Dade households (HH) fall into the ALICE category; another 22% of HH earn less than the Federal Poverty Level. Combined, 58% of Miami-Dade HH s are barely making ends meet These are our neighbors, our friends the people we see every day who work in our restaurants, hotels and hospitals How do we help them? Now that you know who we help, let me share with you how United Way helps. We focus on the building blocks of a good life education, financial stability and health We research the0 needs in the community and adopt long range goals We invest in high quality programs and initiatives We advocate for solid public policies

2 2017 CAMPAIGN PRESENTATION GUIDE (CONTINUED) We raise public awareness on important issues United Way needs your help in fighting for a stronger Miami How is United Way changing the odds for children and families? Depending on the amount of time that you have and what you feel will motivate the audience, choose a few of the bullets below. Education - When we help youth improve their academics and decision-making skills, we are increasing their chances of graduating on time and pursuing thriving careers This year our United Way Center for Excellence in Early Education celebrated ten years of championing children in Miami-Dade and beyond. In the past decade, the Center, together with a host of early education partners, has provided: 14,915 children with quality early intervention and experience that increased their chances for success in school and in life 20,476 total hours of professional learning to 32,525 early care and education professionals As a result of our United Way supported programs that help students make effective choices: 9,393 young people participated in programs that helped them make effective choices and improve their behavior leading to better grades, increased school attendance and fewer at-risk behaviors Through our United Way supported academic-focused, after-school and summer programming: 82% of students improved their reading skills 84% of students maintained or improved their grades Financial Stability - When we empower individuals and families with financial tools and supports, we are helping them pave a path to financial independence Through the Volunteer Income Tax Assistance program 3,428 families received over $4.9 million in tax credits 175,000 meals were provided and over 1,000 individuals received shelter 10,213 unemployed and underemployed individuals participated in United Way supported training and placement programs to help them access jobs Over 700 individuals participated in financial education workshops Health - When we improve access to health care services and promote healthy behaviors, we are helping people lead healthier lives 22,348 people accessed services for improving physical, mental, or emotional health through United Way-supported programs 19,467 screenings, tests, and assessments were conducted through United Way-supported programs 10,665 older adults age 55 and over were given a nutritious meal, help at home to bathe or dress, and support for caregivers 6,512 people were linked to primary care services

3 2017 CAMPAIGN PRESENTATION GUIDE (CONTINUED) Why United Way? Depending on the amount of time that you have and what you feel will motivate the audience, choose a few of the bullets below. Every dollar turns into $2.16 worth of help through matching grants and volunteer hours We are local and every dollar you give helps people in this community People like you volunteers from all professions look at the needs and decide the best investments for those dollars we raise We follow strict financial practices, including volunteer oversight of all of our work, to make sure every dollar is being used effectively We tackle important community issues on a broad scale (pick at least one) CFE (Center for Excellence in Early Education) internationally recognized, highest quality practices, research and training to raise the quality of other centers in Miami CFS (Center for Financial Stability) one stop center for financial stability services, helping working families budget, pay off their debt, buy their first home, save for the future FamilyWize prescription discount program, anyone can use it, can save someone an average of 49% per prescription, have saved Miami-Dade residents over $12 million since the launch 10 years ago Mission United new initiative helping to empower veterans and their families by connecting them to essential services and employment opportunities Eden Place - an educational family resource center, powered by the Overtown Youth Center. The program provides free, comprehensive services through workshops and one-on-one counseling for the entire family. EDEN Place also works with Miami-Dade Public Schools to help parents and guardians better understand their children s schooling, options available to them and how to remain engaged and empowered. HEAL a United Way of Miami-Dade initiative in partnership with Baptist Health South Florida to promote healthier lifestyles, starting with a focus on healthy child weights at Wesley Matthews Elementary school.

4 2017 CAMPAIGN PRESENTATION GUIDE (CONTINUED) How can I help fight for a stronger Miami? So how do you help make Miami stronger? By giving as generously as you can. We have many opportunities and ways for you to give. I will review them and am happy to answer any specific questions you may have. Gift card (should have copies if using paper forms) review the gift card or refer them to their online giving portal and make sure you specifically ask them to give and be as generous as they can Leadership Circle (have copies of Leadership brochure) describe the Leadership Circle and that it s $1,000 a year commitment. We also have various other levels of Leadership including the Tocqueville Society at $10,000 a year Fast track Ability to get to the $1,000 or any other level through a 3 year step up program. You commit to the Leadership level of your choice and get there in 3 years but receive all of the benefits in the first year. Affinity groups all are described in detail in other materials. LINC open to millennials make contributions $250 or more Young Leaders open to individuals up to 40 who make contributions of $1,000 or more Women United open to women who make contributions of $1,000 or more Tocqueville Society open to individuals who make contributions of $10,000 or more Continue United open to those who are retired or nearing retirement THANK YOU FOR FIGHTING FOR A STRONGER MIAMI! Materials to have available: Brochure Did You Knows What Your Money Buys Regular gift card Leadership brochure Leadership gift card LINC info sheet Annual report CFE brochure CFE Annual report CFS brochure FamilyWize cards Continue United info sheet

5 2017 Campaign Presentation Outline 5 minutes Prepare: 1) Review yearly campaign materials: Become familiar with annual video, United Way of Miami-Dade stats, success stories and brand did you knows. 2) Research Workplace: Become familiar with your assigned business. Understand the nature of the business and their relationship with UWMD. Know important names and key stakeholders. Know your audience Limited Time Presentation (5 minutes or less): If a presentation is planned but you are limited in time with employees, consider the following talking points 1) Introduce yourself and your involvement/connection with UWMD. Recommendation: Focus the conversation on who you are and your involvement with United Way. 2) Provide useful and educational information on who United Way is and what the organization does/stand for. Recommendation: Focus efforts on the following points. United Way of Miami-Dade fights for the education, financial stability and health of every person in our community Every dollar donated to our community plan turns into $2.16 worth of help through matching grants and volunteer hours We are local and every dollar you give helps people in this community 3) Discuss and tell stories of success. Highlight (at a high level) annual campaign theme/story and sprinkle in other programs supported by UWMD. Recommendation: Focus efforts on introducing our campaign story Jorge Alamo. Watch campaign video to familiarize yourself with Jorge s story and how United Way has helped and paved a way for him. 4) Engage employees with did you knows. Ask general questions and present results. Recommendation: Focus efforts on a statistic from each of our pillars. Use the following Education: Over the last decade the United Way Center of Excellence together with a host of early education partners have provided 14,915 children with quality early intervention and experience that increased their chances for success in school and in life Financial Stability: Through the Volunteer Income Tax Assistance program 3,428 families received over $4.9 million in tax credits Health: 22,348 people accessed services for improving physical, mental, or emotional health through United Way-supported programs 5) Stress the importance of the employee s involvement and what is in it for them. Recommendation: Focus efforts on the difference they are making in the community Your contributions help our neighbors, our friends, and the people we see every day. Join us as we fight for the education, financial stability and health of everyone in our community.

6 PRESENTATION OUTLINE 5 MINUTES (CONTINUED) 6) Thank employees for their time. [EX: It s people like you who help make difference or Thanks to your support Miami has ] and offer personal engagement opportunities. Recommendation: Focus effort on thanking employees for their time and the opportunity to meet with them 7) Provide contact information Recommendation: Offer employees a way to get in touch with United Way (web, , social media etc.) Follow Up: After the visit, regardless of your time with employees, send ECM a thank you to share with employees and Include: link to campaign video did you knows links to social media channels contact information for personal engagement opportunities.

7 2017 Campaign Presentation Outline Minutes Prepare: 1) Review yearly campaign materials: Become familiar with annual video, United Way of Miami-Dade stats, success stories and brand did you knows. 2) Research Workplace: Become familiar with your assigned business. Understand the nature of the business and their relationship with UWMD. Know important names and key stakeholders. Know your audience Moderate Time: If a presentation is planned and you have moderate time with employees consider the following talking points. 1) Introduce yourself and your involvement/connection with UWMD Recommendation: Focus the conversation on who you are, where you come from and your involvement with United Way 2) Explain who United Way is and what the organization does/stands for Recommendation: Focus efforts on the following points. United Way of Miami-Dade fights for the education, financial stability and health of every person in our community Every dollar donated to our community plan turns into $2.16 worth of help through matching grants and volunteer hours We are local and every dollar you give helps people in this community People like you volunteers from all professions look at the needs and decide the best investments for those dollars we raise We follow strict financial practices, including volunteer oversight of all of our work, to make sure every dollar is being used effectively Choose one of the following areas to focus on: CFE, CFS, Family Wize, HEAL, Eden Place, Mission United 3) Introduce and show campaign video Recommendation: Focus efforts on introducing our campaign story Jorge Alamo. Watch campaign video to familiarize yourself with Jorge s story and how United Way has helped and paved a way for him. 4) Highlight and briefly explain other success stories and reference some of the agencies and programs that UWMD supports. Recommendation: Focus efforts on looking back. Briefly talk about Nicole and the impact her story had last year. Choose two agencies from our brochure to highlight and explain a little bit of what they do. 5) Engage employees with did you knows. Ask general questions and present results. Recommendation: Focus efforts on two statistics from each of our pillars. Use the following. Education: Over the last decade the United Way Center of Excellence together with a host of early education partners have provided 14,915 children with quality early intervention and experience that increased their chances for success in school and in life As a result of our United Way supported programs that help students make effective choices 9,393 young people participated in United Way supported programs that helped them make

8 PRESENTATION OUTLINE MINUTES (CONTINUED) effective choices and improve their behavior leading to better grades, increased school attendance and fewer at-risk behaviors Financial Stability: Through the Volunteer Income Tax Assistance program 3,428 families received over $4.9 million in tax credits 10,213 unemployed and underemployed individuals participated in United Way supported training and placement programs to help them access jobs Health: 22,348 people accessed services for improving physical, mental, or emotional health through United Way-supported programs 19,467 screenings, tests, and assessments were conducted through United Way-supported programs 6) Stress the importance of the employee s involvement and what is in it for them. Briefly discuss giving groups and the different ways to get involved. Recommendation: Focus efforts on the difference they are making in the community and then briefly describe the opportunity to join a giving community. Your contributions help our neighbors, our friends, and the people we see every day. Join us as we fight for the education, financial stability and health of everyone in our community. If you d like to be involved further with United Way and get a firsthand look and feel for what we do, your contributions can help you become a member of one of our distinct giving communities. LINC open to millennials make contributions $250 or more Young Leaders open to individuals up to 40 who make contributions of $1,000 or more Women United open to women who make contributions of $1,000 or more Tocqueville Society open to individuals who make contributions of $10,000 or more Continue United open to those who are retired or nearing retirement 7) Thank employees for their time. [EX: It s people like you who help make difference or Thanks to your support Miami has ] and offer personal engagement opportunities. Recommendation: Focus effort on thanking employees for their time and the opportunity to meet with them. 8) Provide contact information. Recommendation: Offer employees a way to get in touch with United Way (web, , social media etc.) Follow Up: After the visit, regardless of your time with employees, send ECM a thank you to share with employees and Include: link to campaign video did you knows links to social media channels contact information for personal engagement opportunities.

9 2017 Campaign Presentation Outline Minutes Prepare: 1) Review yearly campaign materials: Become familiar with annual video, United Way of Miami-Dade stats, success stories and brand did you knows. 2) Research Workplace: Become familiar with your assigned business. Understand the nature of the business and their relationship with UWMD. Know important names and key stakeholders. Know your audience Extended Time: If a presentation is planned and you have extended time with employees consider the following talking points. 1) Introduce yourself and your involvement/connection with UWMD. Recommendation: Focus the conversation on who you are, where you come from and your involvement with United Way. 2) Share a personal story Recommendation: Focus this time on a personal story when perhaps you needed help and didn t know where to find it. 3) Explain who United Way is and what the organization does/stand for. Recommendation: Focus efforts on the following points. United Way of Miami-Dade fights for the education, financial stability and health of every person in our community Every dollar donated to our community plan turns into $2.16 worth of help through matching grants and volunteer hours We are local and every dollar you give helps people in this community People like you volunteers from all professions look at the needs and decide the best investments for those dollars we raise We follow strict financial practices, including volunteer oversight of all of our work, to make sure every dollar is being used effectively Choose three of the following areas to focus on: CFE, CFS, Family Wize, HEAL, Eden Place, Mission United 4) Introduce and show campaign video Recommendation: Focus efforts on introducing our campaign story Jorge Alamo. Watch campaign video to familiarize yourself with Jorge s story and how United Way has helped and paved a way for him. 5) Highlight and briefly explain other success stories and reference some of the agencies and programs that UWMD supports. Recommendation: Focus efforts on looking back. Briefly talk about Nicole or perhaps our other success stories and the impact they ve had. Choose three agencies from our brochure to highlight and explain a little bit of what they do.

10 20-30 MINUTES PRESENTATION OUTLINE (CONTINUED) 6) Engage employees with did you knows. Ask general questions and present results. Recommendation: Focus efforts on three statistics from each of our pillars. Use the following. Education: Over the last decade the United Way Center of Excellence together with a host of early education partners have provided 14,915 children with quality early intervention and experience that increased their chances for success in school and in life As a result of our United Way supported programs that help students make effective choices 9,393 young people participated in United Way supported programs that helped them make effective choices and improve their behavior leading to better grades, increased school attendance and fewer at-risk behaviors Over the last decade the Center along with its partners have provided 20,476 total hours of professional learning to 32,525 early care and education professionals Financial Stability: Through the Volunteer Income Tax Assistance program 3,428 families received over $4.9 million in tax credits 10,213 unemployed and underemployed individuals participated in United Way supported training and placement programs to help them access jobs 175,000 meals were provided and over 1,000 individuals received shelter Health: 22,348 people accessed services for improving physical, mental, or emotional health through United Way-supported programs 19,467 screenings, tests, and assessments were conducted through United Way-supported programs 10,665 older adults age 55 and over were given a nutritious meal, help at home to bathe or dress, and support for caregivers 7) Stress the importance of the employee s involvement and what is in it for them. Give examples of networking opportunities, giving communities, engagement opportunities, etc. Thank them for their time. It s people like you who help make difference or Thanks to your support Miami has Recommendation: Focus efforts on the difference they are making in the community and then briefly describe the opportunity to join a giving community. Your contributions help our neighbors, our friends, and the people we see every day. Join us as we fight for the education, financial stability and health of everyone in our community. If you d like to be involved further with United Way and get a firsthand look at volunteering, socializing and events throughout the year, your contributions can help you become a member of one of our distinct giving communities. LINC open to millennials make contributions $250 or more Young Leaders open to individuals up to 40 who make contributions of $1,000 or more Women United open to women who make contributions of $1,000 or more Tocqueville Society open to individuals who make contributions of $10,000 or more Continue United open to those who are retired or nearing retirement 8) Offer invitation to upcoming event and/or volunteer opportunity and provide them with UWMD contact information. Recommendation: Offer examples of engagement opportunities and encourage them to participate.

11 20-30 MINUTE PRESENTATION OUTLINE (CONTINUED) 9) Thank employees for their time. [EX: It s people like you who help make difference or Thanks to your support Miami has ] Recommendation: Focus effort on thanking employees for their time and the opportunity to meet with them 10) Provide DO contact information. Recommendation: Offer employees a way to get in touch with United Way (web, , social media etc.) Follow Up: After the visit, regardless of your time with employees, send ECM a thank you to share with employees and Include: link to campaign video did you knows links to social media channels contact information for personal engagement opportunities.