Transcript Module 1 – Engagement - gcwcc

Be a
“Star Canvasser”
Fundraising:
Making a difference
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Module 1
Objectives
• In less than 15 minutes, you will learn more
about:
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The GCWCC
Your role as a canvasser
How to engage and canvass your colleagues
How to assist people in making their donations
The Government of Canada
Workplace Charitable Campaign
The GCWCC is:
• An EMPLOYEE campaign: it is YOUR campaign
• The largest workplace campaign in Canada
• A donor choice campaign: Individuals can support
– United Ways / Centraides
– Healthpartners
– All Canadian registered charities
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Did you know…
In 1997, Treasury Board
selected United Way as
manager of the GCWCC.
As a canvasser, you are…
• the link between the donor and charities
• the face of your department/agency’s
fundraising efforts
• giving people the opportunity to invest in
Did you know…
their own community
Canvassing accounts for 92% of
• enabling people to donate funds raised in the GCWCC.
That means that in 2012,
canvassers like you raised
approximately
• $20.5 million in the NCR and
• $35.7 million nationally!
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Simply said, canvassing involves…
1. Introducing yourself
2. Asking if your colleague has any questions about the
campaign
3. Asking if they would like to take this opportunity to
donate through the GCWCC…
What works?
Sincerity, respect, and believing in what
you are doing!
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Benefits of being a canvasser...
This is what other public servants have said:
I better understand the
difference between the
GCWCC and United Way, and
the complexity of the donation
process
– Eric Beauchamp, CIEC
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I was able to build on my skills and
use them to benefit the greater
community – Elida Persic, CRA
So, how do I go about canvassing?
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Prepare … in 3 easy steps
Canvass… in 3 easy steps
Helping donors make their donation
Follow Up
Did you know…
The #1 reason people don’t give: They
haven’t been asked!!!
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Preparing yourself
1. Obtain your canvass list
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From your department’s GCWCC team
2. Introduce yourself to the people you will be
canvassing
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Make sure that they know who their canvasser is – That’s you!
Schedule a two minute “canvassing” meeting with them
Did you know…
Inspiration, facts and a call to action are
key components to a good canvass.
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Preparing yourself
3. Develop your canvassing strategy
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Have the FAQs: be ready to answer their questions
Know some of the impact stories
• See True Stories to learn more about Jeremy, Herb and
Annie (slides 19, 20, 21)
– Donors respond to a variety of approaches – Next 4 slides
Did you know…
Facts and stats, FAQs and other supporting
material can be found in Module 4.
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Four approaches to consider…
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Benefits to the donor
Charitable needs
Uniqueness of the GCWCC
Your customized approach
Remember:
You are not asking for yourself. You are
asking on behalf of the community.
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Approach: Benefits to the donor
THE FOCUS: What's in it for the donor
Include information about:
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The personal tax benefit for giving*
The benefits of Payroll Deduction
The benefits of consolidated giving
How the GCWCC protects the privacy of donors
Did you know…
The GCWCC can advise your charity
of your donation, upon request.
* Refer to the Charitable donation tax credit estimator
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Approach: Benefits to the donor
The canvass could sound like one — or more —of the following…
Giving through the GCWCC is a
one-stop shop for all you charitable
giving! You can give to all your
charities in one place, at one time
AND get a single tax receipt for all
those donations.
Charitable giving reduces your taxable income!
The Canada Revenue Agency’s Charitable
donation tax credit estimator can help you
know how much!
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With Payroll Deduction, there are
no lost receipts! Your giving is
included on your T4. And with
the donations spread out over the
year, from each pay, it’s actually
easier for budgeting.
The GCWCC protects your privacy:
there will be no direct mailing to
your home and the donor lists are
not shared.
Approach: Charitable needs
The Canvass: “I give because” …
THE FOCUS: Emotional Connection
This would involve sharing true stories
on
• Social justice: homelessness, poverty,
domestic violence, abuse, hunger
• Health and well being: mental illness,
disease prevention, research, integrated
health, rehabilitation programs
• Community building: food bank,
community centers, homework clubs,
integrating immigrants, supporting seniors
• Your own experience
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• I made use of the [services/programs] (give
examples of how you or someone you know
has benefited from organizations supported
by the GCWCC); or
• It’s important to me to help others like
[Share a true story from a charity you
support. Examples can be found here.]; or
• On average, 1 in 3 persons benefits from
organizations supported by the GCWCC.
That means that we all know someone that
has benefited from a charitable
organization or health charity: it could be
your mother, brother, cousin, neighbour,
friend, or the clerk at the coffee shop.
I give because I want those services
available to them … and to me.
Approach: Uniqueness of the GCWCC
THE FOCUS: the pride of giving
• Include facts about the scope and impact
of the GCWCC
• Consider that in 2012, we raised
– $38.9 million nationally
– $22.3 million in the NCR; and
– The average donation in
the NCR was $345
• Your campaign team will have specific
information regarding your
department/agency’s 2012 results
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The canvass could sound like…
“Did you know that the GCWCC is the largest
employee charitable campaign in Canada, and
that federal public servants raised $38.9 M for
charities last year?
In our department, employees raised $XXX. I’m
proud to be a part of this effort, because it means
that, together, we’ve helped… “
Give examples like
– fund school breakfast programs
– fund cancer research and
– help seniors stay in their home
Approach: Your Customized Approach
THE FOCUS : comfortable for you, and
What would I
like to hear?
relevant to your donor
• “Keep it real”
• Use a unique blend of any of these 3 approaches, or
• Modify your approach to make it resonate with your
donor
Did you know…
That an ideal canvass is a Face-to-Face
conversation.
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Canvassing … in 3 steps
Remember:
1. Introduce yourself
2. Ask if they have any questions about the campaign
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Your preparation should enable you to answer most questions
Listen to cues - different circumstances warrant different “approaches”
If you are unsure of technical questions, let them know that you’ll find
out and get back to them
3. Ask if they would like to take this opportunity to donate
through the GCWCC …
Remember!
Donors can give through Payroll Deduction,
cash, cheque or credit card
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Three Possible Responses
Your colleague will respond in one of three ways …
1. Yes : Offer to assist the donor in completing their pledge
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If Yes, but “not right now”, follow up is required
2. No decision : Can I think about it? / Come back later …
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It is important to Follow up and Follow through
3. No: Respect their decision — it is a donor choice campaign
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Thank them for their time
Following Up – Following Through
• Give everyone a chance to give
– It’s important to get an answer from everyone — either
a yes or a no.
• Tips:
– Track all your canvassing responses
• Revisit all “unanswered” or maybes on your list
– Ensure that all questions have been answered
Important!
If your colleague said “yes”, verify that they have completed and submitted
their donation within your campaign timelines.
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How can I assist people in making their
donations?
• Read our other modules!
– They will provide you with information
on how people can make their
donations, and your role in helping
them
• Make your donation first
– That way, you know how it works!
• Know how to access CRA’s
searchable list of Canadian charities
Charities Listing website
– It is a Frequently Asked Question
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Congratulations!
You’ve completed the first module
of the Canvasser training!
Next Steps
• Read a little further to discover True
Stories of lives changed by donations
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Don’t forget to click on the pictures to
access videos, bios and more!
• Access our other modules
True Stories
How donations help make a
difference
(click on the images for more info!)
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Making a Difference: LiveWorkPlay
Only 43% of people with a disability in Ottawa participate in the
workforce, compared with 70% of our general population.
Jeremy found a job, a mentor and a meaningful life with help from
LiveWorkPlay, a United Way Ottawa priority goal partner that is
helping people with disabilities find meaningful employment.
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Making a Difference: Parkinson Society Canada
Parkinson Society Canada is one of 16 national health charities that
make up Healthpartners. It provides education, support, and
advocacy on behalf of over 100,000 Canadians living with
Parkinson’s, and funds innovative research to help expand
knowledge on prevention, diagnosis and treatment in the hope of
ultimately finding a cure.
Herb Durant: “I can be miserable and have Parkinson’s
or I can be happy and have Parkinson’s — I’m still
going to have Parkinson’s. I never used to have a
positive outlook. In a way, Parkinson’s turned me into
an optimist.”
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Making a Difference: Centre d’intervention en
abus sexuels pour la famille (CIASF)
While Annie still doesn’t speak since the day she told
her mom, with therapy, she’s started singing.
The CIASF, a Centraide Outaouais funded
agency, provides assistance and support to
families and individuals confronted with
child sexual abuse problems.
– With a gift of $40 per pay ($1,040 per year),
you can help the CIASF host five group
meetings for eight children and teens victims
of sexual abuse.
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Making a Difference: The GCWCC
A public servant, Rob, explains why and how he’s making a
difference!
“Nocturnal hemodialysis has given me my life back. Without
donations to support this program I wouldn’t be able to live a
normal life” — Marie-Eve
With a gift of $6 per pay ($156 per year), you can help the
Petite-Nation food bank in providing comprehensive food
relief for 10 days to a needy family, like Olivier’s .
Ayak is looking forward to a brighter future with the help of the
summer literacy program and the homework club at the community
house. “With help from the staff and the youth leaders I am getting
better grades.”
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Training Tip
• If you were viewing “Preparing Yourself” and jumped
ahead to “True Stories”, please click here to go back
and find out more about Canvassing.
• If you were viewing the “Charitable Needs Approach”,
this is the link that will bring you back!
Next modules
2. Giving online (through ePledge)
3. Giving using the paper form (Gift form)
4. Resources package
• FAQ
• Links
• Dates
5. Quiz, certification and evaluation
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