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Coordinator Training - Ohio Department of …das.ohio.gov/Portals/0/Charitable Campaign/2017...

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Coordinator Training
Transcript

Coordinator Training

Dollars raised in 2016

$2,882,640

2017 Participating Federations

A Special Wish Foundation

America’s Best Charities

America’s Best Local Charities

America's Charities

Animal Charities of America

CancerCURE of America

Children's Charities of America

Community Health Charities

Community Shares

EarthShare of Ohio

Global Impact

Habitat for Humanity of Ohio

Health and Medical Research Charities of America.

Local United Ways and Community Federations

Neighbor to Nation

United Negro College Fund

United Ways of Ohio

History of

Giving

Agency

History/Goal

History of

Giving

Statewide

results

Resource

Guide

Blank

employee

pledge form

“Payroll deduction”

1 1 2 2 3 3 4

F r a n

7 7 7 7 7 2 0 0 0 0 8 8 8 8 8 2 0 0 0 0

9 9 9 9 9 1 2 0 0 0

5 2 0 0 0

Thomas Jefferson 0 9 2 2 2 0 1 7

X

5 2 0 0 0

T h o m a s

J e f f e r s o n

T r a n s p o r t a t i o n

Blank

employee

pledge form

X

ABC Charity

XYC Charity

MNOP Charity

2 0 0 0

X

Thomas Jefferson 0 9 2 2 2 0 1 7

1 2 3 4 5

5 2 0 0 0 7 7 7 7 7

X

F r a n

T r a n s p o r t a t i o n

1 1 2 2 3 3 4 T h o m a s

J e f f e r s o n Blank

employee

pledge form

“One-time gift”

5 2 0 0 0 0 9 2 2 2 0 1 5

ABC Charity

5 2 0 0 0

Special

Event

pledge form

Deposit slip

Cash

Tracking

Form

Special

Event

Envelope

Campaign

Report

Envelope

12345

1 25.00 25.00

5500 Transportation Blvd.

Cleveland OH 44125

Transportation Dist. 12

X 3,444

13 3,900.00

25.00 25.00

14 50.00 3,950.00

IMA Coordinator

Ima Coordinator 614-728-3000

Campaign Liaison 8/19/17

X

State of Ohio

2017 Combined Charitable Campaign

ePledge Demonstration

16

https://uwco.upicsolutions.org/uwco/Stateof

OhioCombinedCharitableCampaign

Demo User ID: statecoord

Demo Password: demo2017

17

Teaser Email Teaser emails will be sent on August 16 and August 23. Teasers do not contain the link to the pledge site, but simply announce that the CCC campaign is starting soon.

18

Kickoff Email

This email will be sent to all employees on August 30. The email contains the link to the ePledge login page as well as the User ID and Password. - User ID: ‘ccc’ + State Employee ID# - Password: will be given in the email The email will also include an attached document containing instructions for making a pledge through ePledge. Reminder emails will be sent periodically throughout the campaign. Like the kickoff email, they will contain the link to the site and pledging instructions. Reminders will only be sent to employees who have not responded to the ePledge site, either by making a pledge, or by selecting the No Gift option. If an employee turns in a pledge card, he/she will continue to receive reminder emails until that pledge has been processed.

19

Pledge Replication Page This page will be displayed if the employee’s previous year’s pledge is eligible for replication. A previous year’s pledge is eligible for replication if each of the criteria below is true: • it was a payroll deduction pledge made on

ePledge • it was the only pledge made the previous

year • each charity to which it was designated is

still part of the CCC campaign • the donor has not transferred to a different

State agency since the pledge was made. Donors can choose to keep their pledge exactly like last year’s pledge, increase it by a certain dollar amount or percentage, keep the amount the same, but clear all designations (i.e. direct their gift to the general fund), or disregard the replication options and create a new pledge. If a donor chooses to increase his gift by a dollar amount or a percentage, the additional amount will be distributed among the same charities chosen the previous year (if any) and will follow the same percentage ratios as the previous year. Donors who choose a replication option will skip the Pledge Entry Page, and the Designation Page, proceeding directly to the Preferences Page. If a pledge is not eligible for replication, this screen will not be displayed and the donor will instead be taken to the Pledge Entry Page.

20

Logoff Page

21

Pledge Acknowledgement Email

This email will be sent to all donors upon completion of their pledge. If a donor accidentally deletes this email , he can log back into ePledge and re-print it by going to the ‘PAST YEAR PLEDGES’ from the top menu.

22

Pledge Verification Page – Electronic Check Pledge

Review the pledge. If this is an electronic check pledge, click ‘Continue’ to move to the Payment Authorization Page to enter the bank information. To make corrections to the pledge, click ‘Back’. Click ‘Cancel’ to delete the pledge.

23

All fields are required. The donor’s name will already be populated, as will the address and email if that information is already in the system. This page contains links to a .pdf image showing the donor where to find the bank routing number and the account number. The bank information and the account information are NOT collected or stored in the ePledge system, even momentarily. This page links directly to the secure processing organization used by the CCC. The processing organization – Cybersource – is fully PCI Compliant and is an industry leader in e-commerce payments.

Electronic Check Pledge – Payment Authorization Form

24

Electronic Check Payment Authorization Page with Help Image

Pop-up .pdf image showing where to find the bank routing number and checking account number.

25

Sample Report (spreadsheet format)

The spreadsheet version of the report is better for analysis as it can be sorted and filtered and otherwise manipulated.

26

Sample Report (.pdf Format)

The .pdf version of the report has a cleaner layout and is better for printing, but cannot be manipulated in any way.

CCC Video

CCC website:

ohio.gov/ohioccc

Campaign Poster

Goal Poster

Kickoff

Poster/Flier

Coordinator

flier

Coordinator

flier #2

Kickoff

postcard

Leadership Giving

A leadership gift is a donation of $520 or greater for the year (payroll deduction or one time gift).

The leadership giving levels are:

Category Donation Level One-time Equivalent

Philanthropist $80 + per pay $2,080.00 +

Benefactor $60.00-$79.99 per pay $1,560.00 - $2,079.99

Humanitarian $40.00-$59.99 per pay $1,040.00 - $1,559.99

Patron $20.00-$39.99 per pay $520.00 - $1,039.99

Leadership givers are important to the success of the CCC. Last year, a significant portion (61.2

percent) of the final campaign total was raised through the generosity of state employees giving

at leadership levels. Leadership givers receive special recognition for their generosity and are

acknowledged on the CCC website at: ohio.gov/ohioccc.

Donor

Recognition

Items

Best Practices

10 STEPS IN BUILDING A SUCCESSFUL CAMPAIGN

1. Be prepared with current information

Attend the CCC Coordinator training session in preparation for the campaign. Review the

Resource Guide and ePledge instructions.

2. Secure leadership support and giving

Having top down support is key to a successful campaign. Take time to touch base with your

director and ask for him or her to show their support by attending campaign meetings and/or

sending out a supportive letter to staff.

3. Follow campaign timelines and identify techniques

Set a campaign timeline and commit to model campaign techniques based on your agency’s

potential. Your campaign liaison can be a resource to help you tailor ideas according to your

agency’s culture. Check out the sample timeline and special event ideas at the end of this guide

to get started.

4. Recruit your campaign team

Recruit a campaign planning team to represent all areas of your agency.

10 STEPS IN BUILDING A SUCCESSFUL CAMPAIGN

5. Develop your plan

Meet with your campaign liaison and campaign team to establish a working plan.

6. Train your campaign team

Your campaign liaison will help train and educate your campaign volunteers, including committee

members and/or key workers.

7. Promote and educate, ask for pledges

Explain to employees how the CCC benefits charities locally, nationally, and internationally. Use

educational activities during the campaign and throughout the year. These can include group

meetings, agency tours or speakers, campaign video, marketing publications and web-based

resources. Distribute incentives to donors as you receive them to peak the interest of others. Post

campaign information in high-traffic areas.

The number one reason that people don’t give is because they are not asked. Make sure every

employee gets campaign information and is asked if they want to participate. The personal touch

is important so talk to as many people face-to-face as you (and your committee) can.

10 STEPS IN BUILDING A SUCCESSFUL CAMPAIGN

8. Kick off your campaign

Plan an agency kick-off event. You can invite federations to share information, bring a CCO rep to

share the impact of your donations, or develop a fun staff event to get everyone started. Be sure

to secure dates for the agency director’s attendance. A key strategy for campaign success is your

director’s involvement. Their engagement shows staff that the campaign is important.

9. Announce results and say thanks, again and again

Close your agency campaign and total your results with your campaign liaison. Publicize

campaign results throughout the agency. Thank all donors and recognize all volunteers. SAY

THANK YOU!

10. Establish year-round communication on the CCC’s impact. Establish a CCC solicitation program for new hires through your HR department.

Share news of CCC results through newsletters and at staff meetings.

Special Events

Key Workers

Questions?

Thank You!


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