WELCOME!
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Engaging business volunteers
throughout the year to impact
involvement with and giving to
United Way.
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Goals
• How to gain buy-in of campaign volunteers and ownership
• Year-round engagement
• Using the strength of volunteers to Advocate, Volunteer AND
Give!
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Who we are
• Kathy Martinson – Senior Director, Community Engagement, United
Way of Dane County
• Clint Cry - Assistant Director of Resource Development, United Way
of Dane County
• Jody Stolldorf - Community Giving & Event Coordinator, - Summit
Credit Union
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Why is year-round engagement
so important?
Will people volunteer instead of
giving $$$?
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Volunteers give $$$
• People donate 10 times more money if they have volunteered in the
past year ($2,593/yr vs. $230/yr)
• Two-thirds of volunteers said they give money to the same groups to
which they donate time.
• Two-thirds of those surveyed felt that “true philanthropy” includes
the giving of both time and money.
2009 Fidelity Charitable Gift Fund
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and…..have expectations
• Want to see results
• Want to use their skills in meaningful ways
• Volunteer to fill an unmet need in their community or to set
an example for their family/children
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Resource Development: Year-round
engagement with current and future donors
• What does your United Way campaign look like in the winter, spring
and summer?
• Provide updates to donors about what your organization has accomplished
with their dollars or get their feedback on upcoming issues that you’re
working on.
• Community Conversations-Don’t make the “ask”
• Special events
• Site visits to partner agencies
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UNITED WAY OF DANE COUNTY
Agenda for Change Conversation
You asked to be heard. We’d like to listen.
Agenda for Change | ONE COMMUNITY
Our work follows a cycle that can be seen in
action all over Dane County.
• Organize around a vision
• Engage the community
• Measure the human condition
• Develop strategies and partnerships
Agenda for Change | ONE COMMUNITY
•
Children are cared for and have fun as they become prepared for school.
•
Students succeed academically and graduate from high school, regardless of race.
•
•
•
More people are on pathways out of poverty. (New!)
There is a decrease in family homelessness.
There is a reduction in violence toward individuals and families.
•
People’s health issues are identified and treated early.
•
Seniors and people with disabilities are able to stay in their homes.
SAFETY | HOUSING & HOMELESSNESS
Poorest
20%
Middle
20%
Top
20%
SAFETY | POVERTY IN DANE COUNTY
Chart 1: Persons Living in Poverty in Dane County
4,095
(U.S. Census American Community Survey, 2008-2012)
49%
2,868
8,848
36%
37%
1,885
4,875
1,738
5,481
20%
22%
1,388
13,990
36,809
9%
24%
26%
25%
19%
18,563
11%
9%
White
1,543 2,231
21%
15%
2,550
4,256
906
16%
Hispanic/
Latino
Asian
6%
Black/ African
American
All Persons
Men 18+
(U.S. Census American Community Survey, 2008 – 2012)
Women 18+
Children
SAFETY | RENT OUTPACES SALARIES
Paycheck to Paycheck NCH.org
SAFETY |EMERGENCY SHELTER
For every 100 renter households in poverty, there are only 21 affordable rental units in
Dane County.
Persons using emergency shelter, 2013
Unaccompanied Youth
1%
Single Women
15%
Families with children
1529
Single Men
1304
Single Women
497
Unaccompanied Youth
36
Families with children
45%
Single Men
39%
SAFETY | DISCUSSION QUESTIONS
• What do you believe are the root causes of poverty?
• Given that poverty is so complex, what do you believe the United Way
should do to move more people on pathways out of poverty?
Affinity Groups: Year-round engagement
• Rosenberry Society (Young Leaders Networking Group)
•
•
•
•
•
•
•
Under Age of 30-Minimum Annual Household gift of $250
Age 30 to 40-Minimum Annual Household gift of $500
Communicate with donors through newsletter
Monthly happy hours
Volunteer Projects
CEO Roundtables
Annual Mystery Tour and Holiday Party
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Affinity Groups-Year-round engagement
• Key Club (Household contribution from $750-$9,999)
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•
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Leadership Giving Breakfast
Volunteer Projects
Community Conversations
Key Club Directory (Recognition)
Partner agency site visits
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Affinity Group Contacts at the Workplace
• Rosenberry Ambassador
• Serve as the point of contact for Rosenberry Society at his or her company.
• Identify prospective Rosenberry members and invite them to attend
Rosenberry Society events.
• Implement strategies to recruit new Rosenberry members and thank and
retain current Rosenberry members.
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Affinity Group Contacts at the Workplace
• Key Club Coordinator
• Develops and implements a leadership giving strategy emphasizing the value
and importance of Key Club investments.
• Communicates with individual Key Club donors, helps deliver Key Club
message at campaign events and tracks Key Club participation.
• Ensures proper recognition of donors, distributes Key Club pins and
encourages donor attendance at the Key Club breakfast.
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Work to better understand giving cultures
within different business sectors
• Partners for Change
• Hi Tech ECM Luncheon
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Employee Engagement Activities
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A community business
perspective
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Summit’s engagement with United Way
• Three-week giving campaign
• Employee volunteer program
• Support from leadership
• BVN/Corporate Volunteer Council
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Volunteerism & Summit’s Culture
Cooperative
Credit Union
• Making it easy
• Leadership support
“I believe that the stronger the communities we live in the
better off we all are…United Way vets and supports the
most effective use of our dollars to make sure we are
getting results.”
~ Kim Sponem, CEO/President,
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The Value of Volunteerism: Summit
• Employees are connected to the
communities where they work
• Summit’s members see their credit union’s
investment in their community
• Employee awareness = easier campaign
messaging
• Building on strategic partnerships
• Employee recruitment
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The Value of Volunteerism: Summit Employees
“At Summit you are part of
something bigger.”
~ Kim Sponem, CEO/President
• Interaction with co-workers
• Stress-reducing
• Supporting our members
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The Value of Volunteerism: The Community
• Summit as a volunteer resource
Increased awareness for the United Way and its partner agencies
Increase in donations to United Way and its partner agencies
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Impact on United Way Giving
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Impact on United Way Giving
67%
of United Way donors also reported
volunteer time during the year.
70%
47%
of leadership donors also reported
volunteer time during the year.
of volunteers also donated to the
United Way campaign.
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72%
of those who donated more
than $200 reported volunteer
hours during the year.
• Successes
Year-round Efforts
• Leadership support
• An early start to our campaign
• Direct interactions with organizations
• Employee volunteer program
• Agency speakers
• Opportunities
• Using volunteer opportunities to talk
about United Way
• Spring fundraiser
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Volunteer Opportunities at our United Way
• Have a variety of opportunities
• Be clear on expectations, time commitment, terms, etc.
• Do deliberate recruitment
• Have job descriptions
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What’s Our Value Add?
• Volunteer Center:
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•
•
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THE place to contact to volunteer
Days of Caring
Global Youth Service Day
Opportunities in a Box
Business Volunteer Network
• 2-1-1 – A resource everyone can use
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What’s Our Value Add?
• Nonprofit Capacity Building
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Opportunity to Lead
Board Training
Self-Assessment Tool
Connections to consultants
• Connections, connections, connections!
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Focus on an Impact Area
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So Many Ways to Engage!
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What are YOU Doing?
• What’s worked?
• Challenges?
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THANK YOU!
Kathy Martinson – kathym@uwdc.org or 608-246-4356
Clint Cry – ccry@uwdc.org or 608-246-4364
Jody Stolldorf - Jody.Stolldorf@summitcreditunion.com or
608-243-5000 ext. 2836
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