United Way NCA presents to partners about Workplace Engagement. Learn more about our events: http://www.unitedwaynca.org/events/members

1. WorkplaceWorkplace
Engagementg g
P tPresenters:
Levina Kim, Sr. Corporate Partnership Managerg
Crystal White, Volunteer Coordinator

2. 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 experiencesy y
are an important fundraising and donor engagement tool.

3. Thank you to our Sponsor and Partners!

4. Learning Series
Trusted Partner in United Way
Workplace 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

5. Learning Series
Trusted Partner in United WayTrusted Partner in United Way
Community
Convener
CollaboratorCollaborator
Catalyst

6. Learning Series
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

7. Learning Series
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

8. Learning Series
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

9. Learning Series
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/cfc
to register & download CFC Approved Charity Logo

10. Learning Series
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
S p
$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.

11. Learning Series
State: Commonwealth of Virginia Campaign (CVC)
• Employee giving campaign for VA state employees
S g p g ( )
• 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

12. Learning Series
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.

13. Learning Series
Private Sector:
• Private sector workplace partners across all industries
• Regional and local
S
• Regional and local
• Global Corporate Leader (GCL)
• 800 workplace partners representing 3,200 workplace locations
W 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 landscape
S 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

14. Learning Series
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

15. Learning Series
Rubber Meets the Road…
Speakers Bureau: Register!
http://www.unitedwaynca.org/page/s/member-charities-
speakers-bureau

16. Learning Series
Why should you care about getting your
Hint:
organization in front of employees and donors…
Hint:

17. Learning Series
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: DMV
Duration: 1 3 hours; Days of Caring may be 2 8 hoursDuration: 1-3 hours; Days of Caring may be 2-8 hours

18. Learning Series
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
U it d W NCA
Step 3
• United Way NCA
• Sends email to Speakers Bureau database
Step 4
• Member Nonprofits
• First Come First Served

19. Learning Series
Event Notification Process…(CFC)( )
• Immediate Action Needed: Agency Event /Date
(Example – Event: NOAA 10/6)
• if you DON’T want to go DON’T Respond
Step 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)

20. Learning Series
Speakers Bureau Checklist…Part 1
 Open dialogue within your organization to be more engaged with
Sp
 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

21. Learning Series
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!

22. Learning Series
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!

23. Learning Series
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 a
confirmed appointment – not something
flexible on the calendar.

24. Learning Series
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
y
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!

25. Learning Series
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)!

26. Learning Series
After the event…

27. Learning Series
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.

28. Learning Series
Ready, Set & Go: 2-5-7-10
Versatilit is ke
y, S &
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!

29. Learning Series
Say a few words!
Your remarks will:
S y
 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.)

30. Learning Series
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
g
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 Unitedp y g p
Way of the National Capital Area. You are also one of hundreds of
charities in the campaign.

31. Learning Series
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 any g y y g
example of how your work effects one man, woman, or child.

32. Learning Series
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
g y
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.”

33. Learning Series
Sample Speech – Part 3
Something 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

34. Learning Series
Making a connection…to encourage actiong g

35. Learning Series
A few storytelling resources…
• United Way NCA’s Learning Series with FACETS and Speakeasy
A few storytelling resources…
y g p y
Storytelling: “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
Event
Top10WaysToEffectivelyShareStoriesTop10WaysToEffectivelyShareStories
Use 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

36. Learning Series
Volunteer Engagement
Why Corporations are Eager
to Promote Volunteerism
Volunteer Engagement
• Opportunities for companies to connect to their local
communities
H 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)

37. Learning Series
Donations of time, talent and treasure…,

38. Learning Series
// /http://www.amtraining.co.uk/volunteer_management_courses.html

39. Learning Series
United Way NCA Days of Caringy y g

40. Learning Series
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 mission
 Welcome from leadership staff Welcome 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

41. Learning Series
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

42. Learning Series
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.

43. Learning Series
Think Outside the Box

44. Learning Series
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 Light
http://www.pointsoflight.org/sites/default/files/resources/files/buildin
g_partnerships_that_work_0_0_new.pdf
• Energize Inc.
www energizeinc com– www.energizeinc.com
• Global examples of Corporate Volunteering and Workplacep p g p
Giving
– http://www.scoop.it/t/global-corporate-volunteering

45. Learning Series
We want to be trusted philanthropic partnersp p p

46. Learning Series
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’sg
volunteerism landscape.

47. Learning Series
A United Front for Success…
United Way NCA believes that when we work together,
S
great things happen:
• For our corporate partners
• For each of our organizations
• For our network
• For our community

48. Learning Series
Questions?

49. Learning Series
Thank You for your
Time and Dedication to
W k l E t!Workplace Engagement!

50. Learning Series
Contact Information:
Levina Kim
Sr. Corporate Partnership Manager
lkim@uwnca orglkim@uwnca.org
202-488-2021
Crystal White
Volunteer Coordinator
cwhite@uwnca orgcwhite@uwnca.org
202-488-2054