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Jumpstart 2011 How to Run a Great Leadership Giving Program

Jumpstart 2011 How to Run a Great Leadership Giving Program. June 20, 2011. Leadership Giving 2011 Staff. Kati Liss-Hensel Manager, Donor Relations for Individuals Christopher Jungers Assistant Director, Donor Relations for Individuals

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Jumpstart 2011 How to Run a Great Leadership Giving Program

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

  2. Leadership Giving2011 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 Jumpstart 2011

  3. Leadership GivingSpecial Guests Today • Lisa and Zachary Scoma Constitution Society members and employees of Pratt and Whitney, East Hartford Jumpstart 2011

  4. Leadership GivingThe 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 Jumpstart 2011

  5. Leadership Giving Jumpstart 2011

  6. Leadership Giving2010 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! Jumpstart 2011

  7. Leadership GivingLeadership 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 Jumpstart 2011

  8. Leadership GivingTocqueville 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 Jumpstart 2011

  9. Leadership GivingConstitution 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 Jumpstart 2011

  10. Leadership GivingNew 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 Jumpstart 2011

  11. Leadership GivingBest Practices • CEO Support • Encourage company leadership to lead by example • CEO solicitations • CEO as “champion” in word and actions Jumpstart 2011

  12. Leadership Giving Jumpstart 2011

  13. Leadership GivingBest Practices, continued • 2. Strategize before the Campaign • Assign leadership giving responsibility • Set specific goals for company coordinators, divisions Jumpstart 2011

  14. Leadership GivingBest Practices, continued • 3. Identify Leadership Prospects • Review < $1,000 donors • Review appropriate salary levels • Seek ways to engage retirees Jumpstart 2011

  15. Leadership GivingBest 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 Jumpstart 2011

  16. Leadership GivingBest 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 Jumpstart 2011

  17. Leadership GivingBest 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 Jumpstart 2011

  18. Leadership GivingBest 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 Jumpstart 2011

  19. Leadership Giving Jumpstart 2011

  20. Leadership GivingBest Practices, continued • 7. Special Recognition Through United Way • The Tocqueville Society and Constitution Society Rosterof 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 Jumpstart 2011

  21. 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 GivingBest Practices, continued Jumpstart 2011

  22. Leadership GivingDiscussion • Do you have • Solicitation strategies? • Recognition ideas? • Pre- and post-campaign events? • Donor engagement opportunities? Jumpstart 2011

  23. Leadership GivingConclusion • Our Contact Information • Who are Leadership donors here today? Jumpstart 2011

  24. Leadership Giving Jumpstart 2011

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