2. GCWCC Volunteers Making a Difference All about Canvassing For New Canvassers

3. Objectives In today’s session, you will learn more about:  The Government of Canada Workplace Charitable Campaign (GCWCC)  Your role and responsibilities as canvasser  Making a donation using ePledge and the Gift form  The tools and support available to you 2

4. The Government of Canada Workplace Charitable Campaign (GCWCC) The GCWCC is: An EMPLOYEE campaign: it is YOUR campaign The largest workplace campaign in Canada A donor choice campaign: Individuals can support – United Way – HealthPartners – Any Canadian registered charities Did you know… In 1997, Treasury Board selected United Way as manager of the GCWCC. Did you know… In 1997, Treasury Board selected United Way as manager of the GCWCC. 3

5. 2015 GCWCC Quick Facts Employees donated $18.9M in NCR Donated $33.6 Million across Canada Pay out to charities 2x Year (Feb & August) Average Gift - $393 Average Payroll Gift - $474 Charities supported – over 3,800 by NCR employees Retirees gave ~$1.5M in NCR + ~$1.5M outside NCR Fundraising/Admin Fees – 15% 4

6. As a canvasser, you are… the link between the donor and charities the face of your department/agency’s fundraising efforts giving people the opportunity to invest in their own community enabling people to donate 5 Did you know… Canvassing accounts for 92% of funds raised in the GCWCC. Did you know… Canvassing accounts for 92% of funds raised in the GCWCC.

7. “EDUCATE” Relationship Building Phase “ASK” Get decision “Thank” Donor Recognition Life Cycle of the Canvass Draft April 14, 2015 Based on material from T.Feher Donor cultivation for long term donation

8. The Canvass in Four Easy Steps 1.The Pre-Meeting (schedule a meeting) 2.Face-to-face meeting (Donor Information Sheet) 3.Decision Point (Be quiet) 4.Follow-up/Thank you (Calendar) 6

9. Donor Information Sheet 15 The Unique PURL for our Dept is __________________________

10. Making a Donation There are two ways to donate: ePledge and Gift Forms 7

11. ePledge – The Login Page 10

12. The Home Page 11

13. A screen that lets you choose your pledge type 12

14. A Designation Page 13

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16. A verification screen 15

17. the 2016 GIFT FORM … National Capital Region (NCR) Government of Canada Workplace Charitable Campaign (GCWCC) 16

18. What you Need to Review Reminder - Organizational unit(s) for the donor – needed for reporting and ensures form is assigned to the proper organizational work unit upon data entry. MUST use the same terminology as listed in ePledge Important-To be Filled based on ePledge structure 17

19. What you Need to Review (Continued) The annual amount must be entered. Indicates where the amount/pay is to be entered for PRD donations. For Box 5: A minimum $26 gift per charity is required

20. What you Need to Review (continued) Write in Chqe # & date Ensure chqes payable to United Way - GCWCC Write in Chqe # & date Ensure chqes payable to United Way - GCWCC Ensure # are legible and expiry date is valid 19

21. What you Need to Review (continued) NEW for 2016 Only require donor’s name and PRI For organizations on the PSPC pay system – Check box to authorize the release of PRI to UWO for processing the donation Important-For PRD donation you must ensure this part is filled in 20

22. Gift Form Exercise A donor named Very Generous is giving $546 by Payroll Deduction. The gift is divided as follows: $182 United Way Ottawa (where it’s needed the most); $182 Centraide Outaouais (Success for youth); $182 HealthPartners (Canadian Cancer Society)

23. Exercise Solution Remember the fine prints

24. Reporting Give everyone a chance to make an informed decision It’s important to get an decision from everyone – either a yes or a no Keep track of all your canvassing responses Revisit all “unanswered” or maybes on your list Regularly update your Team Captains or Branch Coordinator on your canvassing progress 11

25. Be Prepared for Top FAQs Fundraising /Admin Fees - why are they necessary? - (“The Donor with Questions” video)The Donor with Questions Why does my charity says they have not received my donation? Do senior officials get rated on the performance of the campaign? Do the CEOs of charities make exorbitant amounts? 24

26. Canvasser Toolbox There are tools to support your canvassing on the GCWCC website which include:website Sample introductory email Donor Information Sheet Role playing videos ePledge demo videos Reference modules: Engagement, ePledge, Gift form and, the Frequently Asked QuestionsFrequently Asked Questions 12

27. Your Campaign Info Campaign Lead name & Treasurer Name Our theme is _______________________________________ Our campaign launch date is___________________________ You can acquire your canvass list from: __________________ You can start canvassing on ___________________________ Our objective is to canvass everyone by __________________ Official close date is__________________________________ Our departmental pledge rate (donors) ___________________ Our achievement last year_____________________________ Our departmental goal is______________________________ Our ePledge PURL is _________________________________ 26

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29. Thank You!! Please take a few moments to fill out the evaluation form 28