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Jumpstart 2011 How to Run a Great Leadership Giving Program

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Jumpstart 2011 How to Run a Great Leadership Giving Program June 20, 2011 * CJ Membership as a Leadership donor in the Constitution Society starts at $1,000 and ... – PowerPoint PPT presentation

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Title: Jumpstart 2011 How to Run a Great Leadership Giving Program


1
Jumpstart 2011 How to Run a Great Leadership
Giving Program
  • June 20, 2011

2
Leadership Giving 2011 Staff
  • Kati Liss-Hensel
    Manager, Donor Relations for
    Individuals
  • Christopher Jungers Assistant Director, Donor
    Relations for Individuals
  • Liz Ferreira Coordinator, Donor Relations
  • Francesca Verblen
  • Administrative Assistant, Donor Relations

3
Leadership Giving Special Guests Today
  • Lisa and Zachary Scoma Constitution Society
    members and employees of Pratt and Whitney,
    East Hartford

4
Leadership Giving The Difference It Makes
I am proud to work for a company that is such a
strong supporter of United Way. The time I spent
as a United Way Community Campaign Loaned
Executive further deepened my appreciation for
what United Way can accomplish for our
community. I know my contribution as a
leadership donor truly changes lives and that is
a great feeling. Cheryl Benson, Pratt
Whitney
5
Leadership Giving
6
Leadership Giving 2010 Overview
  • 2010 United Way Community Campaign was a success!
  • 5262 United Way Community Campaign Constitution
    Society members,
  • who gave an incredible 12.7 million,
  • making up 50 percent of all dollars raised!

7
Leadership Giving Leadership Levels
The Constitution Society Colleagues 1,000
to 2,499 Framers 2,500 to 4,999 Founders
5,000 to 9,999 Tocqueville Society 10,000
or more
8
Leadership Giving Tocqueville Society
  • Opportunities for donor engagement and networking
  • Social events
  • Spring
  • Winter
  • Events hosted by Tocqueville Society members
  • E-newsletters 4 times a year
  • Bus tours to see Community Investment in action
  • Opportunities for leadership involvement at
    United Way

9
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10
Leadership Giving Constitution Society
  • Opportunities for donor engagement and networking
  • E-newsletters 4 times a year
  • Constitution Society Event for 2011
  • Surveys to solicit ideas
  • Preferential invitations to United Way events

11
Leadership Giving New Leadership Donors
  • Thanking new leadership donors
  • Special leadership thank you note with a
    personal, handwritten message for being a new
    leadership donor
  • Phone call welcoming donor to the Constitution
    Society
  • Welcome letter from Susan Dunn, and packet of
    Leadership and United Way information

12
Leadership Giving Best Practices
  • CEO Support
  • Encourage company leadership to lead by example
  • CEO solicitations
  • CEO as champion in word and actions

13
Leadership Giving
14
Leadership Giving Best Practices, continued
  • 2. Strategize before the Campaign
  • Assign leadership giving responsibility
  • Set specific goals for company coordinators,
    divisions

15
Leadership Giving Best Practices, continued
  • 3. Identify Leadership Prospects
  • Review lt 1,000 donors
  • Review appropriate salary levels
  • Seek ways to engage retirees

16
Leadership Giving Best Practices continued
  • 4. Engage your Leadership Donors
  • Special treatment or touches during the
    Campaign
  • Special kick-off event
  • Personal appeals from organizational and
    campaign leadership

17
Leadership Giving Best Practices, continued
  • Personalized solicitations tailored to past
    giving history
  • Encourage stock gifts and payroll deduction
  • Individual follow up with prospects
  • Use incentives to step up to leadership level

18
Leadership Giving Best Practices, continued
  • 5. Company Match
  • Use the corporate gift for a matching gift
    program to encourage increased employee
    contributions
  • United Way credits donors for company matches,
    e.g. a donor gives 750 and the company match
    credits the donor for 250, the donor is credited
    at the 1,000 leadership level

19
Leadership Giving Best Practices, continued
  • 6. Tocqueville Society Step-Up Program
  • Over three years, a person or couple can step
    up to the Tocqueville Society
  • Entry begins at 6,000 in year one
  • 8,000 in year two
  • 10,000 in year three
  • Open to new Tocqueville Society members who gave
    less than 10,000 in the previous year
  • 50 of the gift stays with Community Investment
    advancing the common good in our 40-town region

20
Leadership Giving
21
Leadership Giving Best Practices, continued
  • 7. Special Recognition Through United Way
  • The Tocqueville Society and Constitution Society
    Roster of Members, distributed annually
  • Joint household giving
  • 10, 15, and 20 Milestone Contributors
  • Internal Recognition Societies in the workplace
    we can supply items and suggestions!
  • Our new Loyal Contributor recognition program

22
8. Saying Thank You Announce dollar and
participation goals Thank, thank,
thank! Congratulate! Recognize new leadership
donors Thank-you events through the
workplace Personal acknowledgment
Leadership Giving Best Practices, continued
23
Leadership Giving Discussion
  • Do you have
  • Solicitation strategies?
  • Recognition ideas?
  • Pre- and post-campaign events?
  • Donor engagement opportunities?

24
Leadership Giving Conclusion
  • Our Contact Information
  • Who are Leadership donors here today?

25
Leadership Giving
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