Transcript Document
2012 STRATEGIES & TACTICS 1. Shift from transaction focus to relationship focus • • • • Identify key corporations to encourage better alignment between corporate and individual philanthropy Implement year two CRM Expand upon year round donor engagement plans Personalize a thank you process for CEO’s and ECC’s of top 100 campaigns 1. Segmentation of donor groups • • • • • Make level-one corporate donors (top 100) top priority, with 87% of all gifts Make Tocqueville and Leadership donors a top priority, representing 58% of all individual gifts Identify top growth prospects in level-two corporate donors (101-200) Focused new business initiative engaging the board Continue success with industry focus opportunities within the Leadership and Major Gift levels to include legal and accounting/consulting 3. Year-round donor engagement • Expand upon year round donor engagement plans developed by Donor Engagement Coordinator • Host receptions for Leadership and Alexis de Tocqueville donor segments • Assign a dedicated Relationship Manager for all ADT and Gold level Leadership donors 4. Workplace campaign leader engagement • Recruit a team of community leaders to serve as ambassadors in the community on the Regional Campaign Cabinet and Major Gifts Committee • Engage corporate leadership via third annual Corporate Leaders Forum and CEO calls • Host several campaign strategy sessions for the top 5, top 50 and 100-200, legal and accounting industry campaigns plus some key opportunity campaigns • Expand campaign toolkit with some new and innovative ideas as well as updating former pieces that worked well 1 2012 CASE FOR GIVING WHY GIVE TO UNITED WAY? Families and individuals seeking assistance generally don’t come to an agency with just one need. Financial hardships may have resulted from health issues, lack of job skills, or a need for quality childcare. It’s imperative that the holistic needs of those in crisis are met. United Way supports agencies that address core areas such as children & youth, housing & stability, and health & mental health. So when you give to the United Way’s Community Care Fund, your dollars go to address all of the needs of a family. Your funds were used to support 88 health and human service agencies in the five-county region with resources to support programs with proven results in sheltering the homeless, uplifting disadvantaged children, providing healthcare to the underserved, and meeting the basic needs of those most in need. COLLECTIVELY WE CAN ACHIEVE MORE… As a result of our first ever five-county Community Needs Assessment unveiled last year and a new Strategic Plan, we also are beginning work to strengthen our impact in the community and “move the dial” on the greatest needs in our area. In August 2011, the United Way of Central Carolinas Board of Directors voted to adopt the Collective Impact Model. This model has been noted as a best method by United Ways across the country and by United Way Worldwide. The Collective Impact Model engages, activates and inspires community resources, organizations and individuals to get involved and work together on specific community issues. Collective Impact involves a community-wide group of organizations committed to: • A common agenda • Shared data • Mutually reinforcing activities • Trust and supportive relationships built on continuous communication Key components of Collective Impact include: • A move from many outcomes and results, our current model, to select focus areas with bold goals and common measurements. • A realignment of United Way’s funding and allocation process in the future for greater results. • Mutually reinforcing activities • A method involving existing and new partners in a more strategic collaboration. 2