Company Operated Fuel Funds: Internal Fund Raising

1
Company Operated Fuel FundsInternal Fund
Raising

• January 2007
• Kim Campbell
• Manager, Community Relations

2
History of TXU Energy Aid

• TXU Energy Aid
• Began in 1983
• Has assisted over 300,000 families with 40.5
  million
• 20,000 customers and/or employees contribute
  monthly
• Raises 700,000 per year to assist needy
• In 2004, TXU Energy made a three year 15 million
  commitment
• Continuing in 2007 at 5 million per year

TXU Energy Aid is TXUs flagship customer
financial assistance program. This program
provides temporary bill payment assistance to
help needy customers during a life crisis.
3
Operation of TXU Energy Aid

• TXU Energy Aid Partners
• Approximately 80 selected non-profit agencies
• Mixture of LIHEAP agencies and private funded
  organizations
• Across the deregulated service area of Texas
• Receive quarterly disbursements
• Agencies provide monthly reporting
• Agencies qualify customers who receive assistance
• TXU Energy does not set any income qualification
  guidelines or maximum allocation per customer

Customer and employee donations are returned to
their local communities. The corporate gift is
used to match the donations and fill the gaps
where needed.
4
TXU Energy Aid Fund Raising

• Funding raising initiatives
• Annual or semi-annual customer bill inserts
• Opportunity to give on every residential bill
• Dedicated phone number
• Dedicated e-mail address
• Agency partners
• Public forums
• Flyers
• Annual employee campaign

5
TXU Energy Aid Employee Campaign

• Employee Campaign
• Held 3rd annual employee campaign in Fall of 2006
• Raised 170,000 from TXU employees through
  on-going payroll donations and one-time gifts
• 12 increase from 2005
• Approximately 18 employee participation
• Conducted simultaneously with annual United Way
  campaign
• In 2006 TXU began one coordinated corporate
  campaign for United Way and TXU Energy Aid
• Campaign committee is responsible for conducting
  corporate- wide campaign

6
TXU Energy Aid Employee Campaign
TXU Corp.
TXU Regulated
TXU Competitive
Power
Energy
Wholesale
Electric Delivery

• Trading / Risk Management

• Lignite, Nuclear, and Gas Generation

• Retail Electricity

• Trading / Risk Management

• Transmission and Distribution Network

TXU Corporate, Wholesale and Energy employees
work in the Dallas/Fort Worth metroplex. Most of
the TXU Power and Electric Delivery employees are
in the non-metro areas.
7
TXU Energy Aid Employee Campaign

• Employee Campaign Structure
• Campaign committee has a representative from each
  TXU business unit
• Committee membership is typically a three year
  term

8
TXU Energy Aid Employee Campaign

• Employee Campaign Activities
• Volunteer Training sessions held at social
  service organizations
• Kick-off event with silent auction items
• Employee Meetings within business units with
  agency speakers
• Campaign video
• Thank you celebration
• Fund Raisers
• Leadership Givers Campaign
• Established leadership gift amount (2006 -
  360/yr)
• Held targeted breakfasts for past and potential
  leadership givers
• Provide special recognition for leadership giving

9
TXU Energy Aid