2001 2002 Campaign Workshop 101

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2001 2002 Campaign Workshop 101

• The UAB Faculty and Staff Benevolent Fund

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Campaign Workshop 101

• Todays Workshop Objective is to Supply You
• With the Information and Tools Needed to be
• a Successful Solicitor
• Campaign Overview
• What to Expect as a Solicitor
• Benevolent Fund Facts History
• Frequently Asked Questions
• Campaign Tools Materials
• Fundraising Tips

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What Do You Need From Todays Workshop?

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Campaign Overview

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Campaign 2001- 2002 Overview

• This Years Goal is 1,260,000
• Last Years Campaign Totaled 1,219,000
• To Reach Goal, We Need 41,000 New
  Dollars

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Campaign Timeline

• March 2 Coordinator Kick-off Breakfast
• March 12 23 Campaign Training Workshops
• March 19 23 Campaign Materials Distributed
• March 27 29 Agency Tours
• April 2 Employee Campaign Kick-off
• May 18 Campaign Complete ALL PLEDGE CARDS
  IN

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Campaign Organizational Chart
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What to Expect as a Solicitor

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Role of the Staff Coordinator

• Recruit and Support Motivated and Capable
  Solicitors
• Manage and Oversee the Campaign Efforts in Each
  Unit
• Collect Pledge Forms Checks
• Check for Errors and/or Omissions
• Compile Unit Reports and Send to the Benevolent
  Fund Office

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Role of the Leadership Coordinator

• Encourage Targeted Prospects to Contribute 1,000
  or More to the Employee Campaign
• Make Face-to-Face Visits to Prospects and/or
  Select Appropriate Individual to Make a
  Face-to-Face Visit
• Thank Contributors!!!
• Deliver Pledge Forms and Reports to the Unit
  Coordinator

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Role of the Solicitor

• Meet with Last Years Solicitor
• Review Giving History
• Set Goals for Success
• Implement a Successful Employee Campaign
• Make Sure EVERY Employee Hears the Benevolent
  Fund Story
• Apply the M.E.A.T. Principles

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Solicitor Overview
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History Facts about the Benevolent Fund

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What the UAB Benevolent Fund is

• Non-Profit Organization Governed by UAB Employee
  Volunteers
• Contributes 1,000,000 a Year to More Than 100
  Charities and Health Agencies
• United Way of Central Alabama, Inc.
• Community Health Charities of Alabama
• Independent Agencies
• Employee Emergency Assistance Fund

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Why We Have a Benevolent Fund

• UAB Cant Make Corporate Contributions
• To Give Employees the Opportunity to Give Back
  to the Community
• To Prevent Multiple Solicitations from Numerous
  Charities
• To help UAB Employees through Emergency
  Situations

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Facts About the Benevolent Fund

• 95 Cents of Every Dollar Raised Goes to Provide
  Services
• Only 5 Goes Toward Overhead Costs
• Volunteer BF Counsel Members Review Agency
  Budgets make Funding Decisions
• One Gift Through Payroll Deduction Helps all Year
  Long

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How Funding Decisions are Made

• Independent Agencies Make Applications
• Agency Budgets and Programs are Carefully
  Reviewed
• Funding Decisions are made by the Volunteer
  Members of the BF Counsel

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Why People Give to the Benevolent Fund

• According to a Recent Donor Survey, People Give
  to the Benevolent Fund Because
• They Like the Idea of Helping (27)
• A Sense of Community Spirit (19)
• They Like the Agencies Supported (15)

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Other Points of Interest

• 71 Agreed or Strongly Agreed with the Mission
• The 1 Reason that People Dont Give is that THEY
  WERENT ASKED !!!

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Campaign Tools Materials

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We Are Here To Help!

• Internet Campaign Networking Site
• Bfcampaign_at_lister3.lhl.uab.edu
• Tools for Success
• 9 Campaign Workshops (101 and 201)
• Power of One Presentation Workshop
• Agency Tours
• Campaign Support
• 4-1581
• www.uab.edu/benfund

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Campaign Workshop 201

• March 13 1000am 1200pm (WP-Conf D)
• March 14 200 400 pm (Penthouse)
• March 19 200 400 pm (Penthouse)
• March 20 900 1130 am (Penthouse)
• March 23 900 1100 am (Penthouse)
• Focus Updates, Troubleshooting, New Ideas,
  Materials Review.
• Call Jeannie Edwards at 4-1581 to register

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Power of One Presentation Workshop

• March 16 900 1100 am (Penthouse)
• Focus This Workshop Will Help You
• Plan Organize a Presentation
• Create a Reason to Give
• Communicate Ideas Clearly
• Fine-Tune Your Presentation
• Call Jeannie Edwards at 4-1581 to register

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Agency Tours

• March 27 200 330pm Fellowship House
• March 28 200 330pm Gateway
• March 29 200 330pm Bham Healthcare
  for the Homeless
• Focus Agency Tours Give You Stories to Share
  with EmployeesReasons to Give!
• Call Jeannie Edwards at 4-1581 to register

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Employee Solicitation Log

• Use to Identify Non-Givers or Non-Fair Share
  Givers
• Sorted by Departmental Account Number
• Listing of Employees
• Current Gift Amount
• Fair Share Amount
• Use to Track Your Campaign

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Agency Speakers

• Call Jeannie Edwards at 4-1581 to book your
  speaker (or email jaedward_at_uab.edu)
• United Way Agencies
• Benevolent Fund Counsel Members
• UAB Employee Testimonials
• Please allow 2 weeks notice

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Campaign Materials

• Agency Brochures
• Employee Pledge Cards
• Leadership Pledge Cards
• Fair Share Pins
• Posters
• UAB Campaign Film

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The Power of One

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Successful Fundraising Tips
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The M.E.A.T. Principle

• M- motivate
• E- educate
• A- ask
• T- thank

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Set the Stage

• Meet with the Unit Coordinator and/or Last Years
  Solicitor
• Identify any Possible Issues, Hurdles, or
  Problems
• Review Giving History
• Identify Strengths and Weaknesses
• Set Goals

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Set the Stage (contd)

• Map Out Your Plan with All the Details
• Schedule Meeting Rooms, Speakers, Agency Tours,
  etc.
• Secure Needed Campaign Materials
• Establish a Tracking Follow Up System
• Make Your Own Pledge First

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Implement Your Plan

• Promote and Publicize Meeting Dates Times--Be
  Creative
• Encourage Every Employee to Attend
• Pass out Pledge Cards Pencils at Meeting
• Ask for Pledge Cards to be Returned at
  Meeting
• Make it FUN!

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Sample Group Meeting Agenda

• 2 Min. Distribute Pledge Cards Solicitor
• Brochures Pencils
• 1 Min. Welcome Encourage Dept. Head or
• Employees to Give Coordinator
• 14 Min. UAB Film, Presentation, Solicitor
• Questions, ASK for the gift
• 3 Min. Pledge Cards Completed
  Solicitor
• Turned in at Meeting

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One On One Solicitation

• Use for Follow Up or Back Up
• Make an Appointment
• Take Pledge Card, Pencil, Brochure, etc
• Ask Open Ended Questions
• How have you been involved with the campaign?
• What do you think about the Benevolent Fund?
• What do you know about the Benevolent Fund?
• Listen to What He/She is Saying

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One On One Solicitation (contd)

• Address Concerns Answer Questions
• If You Dont Know the Answer to a Question, Tell
  the Person You will Find Out and Get
  Back to Them
• Be Empathetic
• Dont Argue

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One On One Solicitation (contd)

• Share Your Personal Reasons for Giving
• Share Facts About the Benevolent Fund
• Tell About the People Who are Helped
• Ask for the Gift
• Explain How to Complete the Pledge Card
• Say Thank You!

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The Power of One

• When You Give to the UAB Benevolent Fund,You
• Change and Save Lives
• Impact the Community
• Help UAB Employees in Crisis
• Make a Difference!