1. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN WELCOME!

2. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Engaging business volunteers throughout the year to impact involvement with and giving to United Way. GREAT RIVERS Great Innovations TWENTY FIFTEEN

3. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Goals How to gain buy-in of campaign volunteers and ownership Year-round engagement Using the strength of volunteers to Advocate, Volunteer AND Give!

4. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

5. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Why is year-round engagement so important? Will people volunteer instead of giving $$$?

6. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

7. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

8. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

9. UNITED WAY OF DANE COUNTY Agenda for Change Conversation You asked to be heard. We’d like to listen.

10. 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

11. 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. Agenda for Change | ONE COMMUNITY

12. SAFETY | HOUSING & HOMELESSNESS Poorest Middle Top 20% 20% 20%

13. SAFETY | POVERTY IN DANE COUNTY (U.S. Census American Community Survey, 2008 – 2012 )

14. SAFETY | RENT OUTPACES SALARIES Paycheck to Paycheck NCH.org

15. SAFETY |EMERGENCY SHELTER For every 100 renter households in poverty, there are only 21 affordable rental units in Dane County. Families with children1529 Single Men1304 Single Women497 Unaccompanied Youth36

16. 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? SAFETY | DISCUSSION QUESTIONS

17. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

18. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Affinity Groups-Year-round engagement Key Club (Household contribution from $750-$9,999) Leadership Giving Breakfast Volunteer Projects Community Conversations Key Club Directory (Recognition) Partner agency site visits

19. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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.

20. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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.

21. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Work to better understand giving cultures within different business sectors Partners for Change Hi Tech ECM Luncheon

22. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Employee Engagement Activities

23. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN A community business perspective GREAT RIVERS Great Innovations TWENTY FIFTEEN

24. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Summit’s engagement with United Way Three-week giving campaign Employee volunteer program Support from leadership BVN/Corporate Volunteer Council

25. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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,

26. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

27. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN The Value of Volunteerism: Summit Employees Interaction with co-workers Stress-reducing Supporting our members “At Summit you are part of something bigger.” ~ Kim Sponem, CEO/President

28. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

29. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Impact on United Way Giving

30. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Impact on United Way Giving 67% 70% of United Way donors also reported volunteer time during the year. of leadership donors also reported volunteer time during the year. 47% of volunteers also donated to the United Way campaign. 72% of those who donated more than $200 reported volunteer hours during the year.

31. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Year-round Efforts Successes 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

32. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN 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

33. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN What’s Our Value Add? Volunteer Center: 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

34. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN What’s Our Value Add? Nonprofit Capacity Building Opportunity to Lead Board Training Self-Assessment Tool Connections to consultants Connections, connections, connections!

35. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN Focus on an Impact Area

36. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN So Many Ways to Engage!

37. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN What are YOU Doing? What’s worked? Challenges?

38. GREAT RIVERS Great Innovations TWENTY FIFTEEN GREAT RIVERS Great Innovations TWENTY FIFTEEN THANK YOU! Kathy Martinson – kathym@uwdc.org or 608-246-4356kathym@uwdc.org Clint Cry – ccry@uwdc.org or 608-246-4364ccry@uwdc.org Jody Stolldorf - Jody.Stolldorf@summitcreditunion.com or 608-243-5000 ext. 2836Jody.Stolldorf@summitcreditunion.com