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«CANVASSER TRAINING GUIDE GUIDE TO RUNNING A WORKPLACE CAMPAIGN United Way Canvasser Guide Thank you for joining United Way’s annual campaign as a ...»

CANVASSER

TRAINING GUIDE

GUIDE TO RUNNING A WORKPLACE CAMPAIGN

United Way Canvasser Guide

Thank you for joining United Way’s annual campaign as a Campaign Canvasser!

By helping coordinate and promote your organization’s United Way workplace campaign, you play a critical

role in its success as well as you impact the lives of thousands of children, youth, families and seniors throughout the Capital Regional District from Victoria to Sooke to Sidney and southern Gulf Islands.

Whether you’re a veteran Campaign Canvasser or a novice, this guide provides you with the information and resources needed to communicate United Way messaging and to help run a top notch campaign in your workplace. On behalf of the many vulnerable people who benefit from programs and services from United Way, thank you for all your hard work!

What is the role of a Campaign Canvasser?

A Campaign Canvasser is a vital extension of the Employee Campaign Chair (ECC) role. You will help:

• Ask every employee to give

• Communicate United Way’s messaging

• Support the campaign from start to finish

• Boost participation and workplace spirit

• Collect pledge forms Your role as a Campaign Canvasser is to support your Campaign Committee to engage 100% of your colleagues

in the opportunity to participate and give. United Way’s goal is that:

Involved 100% of Informed employees Inspired are... Approached Followed up Thanked

Who is an ideal Campaign Canvasser? An employee who is:

• Community-minded and excited about United Way’s impact in Greater Victoria

• A committed United Way donor

• Enthusiastic and respected among peers

• Organized and flexible

• A self-starter and team player United Way Canvasser Guide What do you say when they ask...

How is United Way different from What impact will my gift make?

other charities?

• We help your community. The money raised in • When we help others, our community is stronger. With your support, United Way is the Capital Regional District stays local. There are 110 United Ways – Centraides in Canada, of which working to build a strong network of social 14 are in BC. Each United Way is independent and services and programs. We are also tackling the operates locally. causes of our community’s greatest challenges – for example, po

–  –  –

• We make it easy to give. Payroll giving makes it easy and affordable for everyone to make a difference. Each gift is income tax deductible and receipts for donations made through payroll are included on T4 slips. We also accept cheques, cash and credit card forms of payment.

• We have low fundraising costs. Each year, United Way raises millions of dollars. Because of thousands of talented volunteers, sponsorship of materials and events, the Loaned & Sponsored Representative Program, endowment fund interest and sound fiscal management, we keep our fundraising costs on average at 16%. The national average is 26% (Source: Imagine Canada).

–  –  –

FAQs What does United Way do?

We fund agency programs to respond to people in immediate crises. We engage volunteers, business, labour and government to identify and address the underlying root causes of prevalent social issues in order to strengthen the entire community over the long term. We are the largest non-government funder in the Capital Regional District, and over 76 years we have invested $140 million in building strong communities.

Would my donation go further if I gave directly to one of your agencies?

No. In fact, United Way brings lasting value to our agency partners. We make multi-year funding commitments, collectively design long-term strategies for program delivery, share research and provide assistance to improve governance and administration practices. Additionally, every agency that receives funding from United Way funds is subject to an in-depth annual review. We measure performance against outcome goals, look at governance and report back to donors.

The Value of United Way in the Community

We invest our donors’ dollars wisely and maximize impact:

• Every gift matters, no matter the size, because every gift is part of building a stronger, healthier and more prosperous region for us all.

• United Way has always worked to support the services that meet basic human needs in the Capital Regional District and so far we have been able to maintain stability for agencies in uncertain times.

• We invest in a network of services so that social issues are addressed and diverse needs are met.

• We strengthen the network and capacity of community agencies so they can better serve people and address emerging issues.

• We are accountable to the community and continually strive to communicate our impact.

One-on-One Ask Why asking one-on-one is important?

The number one reason people don’t give...

...is because they weren’t asked! Since not everyone will be able to attend your workplace campaign kick off and others want to ask more questions, it’s important to follow up with each employee.





We recognize asking your co-workers for a donation may be intimidating.

We provide training to help you. As your colleagues better understand the work of United Way and how their contributions impact the community, they will want to give.

In a nutshell...canvassing means taking the opportunity to distribute pledge forms to employees, provide information and answer any of their questions, calling asking for their support and collecting back all pledge forms by the end of the campaign.

How to Ask Step 1: Know your campaign details

• When is your campaign kick off/wrap up (and other key dates)?

• Does the early bird draw have a prize/incentive?

• When are the special events?

• What is your employee campaign/participation goal?

• How much money was raised last year?

• How many donors did you have last year?

Step 2: Be prepared for questions and concerns People deserve to know their money is being used wisely. If you don’t know the answer to a question, find out from your Employee Campaign Chair (ECC) or a United Way staff partner and get back to your colleague promptly.

Step 3: Make the ask One-on-one, peer-to-peer is the best way to make the ask. It allows you to inquire about their interests and inform them about how their dollars relate to their community. The strongest campaign asks 100% of their employees and retirees to donate to United Way.

Step 4: Retrieve all pledge forms and say thank you!

Collect each employee pledge form – whether or not the individual contributes, as a record everyone has had an opportunity to give. Once all pledge forms are received, your campaign is officially over.

Making the Ask Remember to thank everyone you contacted, even those who did not contribute. Each person’s time and gift is appreciated and a heartfelt thank you is an important part of your efforts. The impression you leave is the one people will remember when they think of United Way.

Here are some examples of asks you can use to help create your own:

Sample Ask #1 (Emphasis on Participation):

“I just wanted to come by and drop off this United Way pledge form. This year we are striving to increase employee participation and any gift you give will make an impact in the community and help us meet our campaign goal of $________. I have included information with your pledge form (Impact Flyer) that details how your donations can make a difference in the community for kids, youth, families, seniors, and other vulnerable people. If you have any questions about United Way, please let me or any of the Canvassers know.

Otherwise, thank you for your thoughtful consideration to pledge this year.”

Sample Ask #2: (General):

“I just wanted to come by and drop off this United Way pledge form. This year we are striving to increase the impact we are making in the community by meeting our campaign goal of $_______. I have included information with your pledge form (Impact Flyer) that details how your donations can make a difference in the community for kids, youth, families, seniors, and other vulnerable people. If you have any questions about United Way, please let me or any of the Canvassers know. Otherwise, thank you for your thoughtful consideration to pledge this year.”

Sample Ask #3 (Organization that has a Corporate Match):

“I just wanted to come by and drop off this United Way pledge form. This year we are striving to increase employee participation and any gift you make will be matched by the company. This means that your donation makes double the impact. I have included information with your pledge form (Impact Flyer) that details how your donations can make a difference in the community for kids, youth, familes, seniors, and other vulnerable people. If you have any questions about United Way, please let me or any of the Canvassers know. Otherwise, thank you for your thoughtful consideration to pledge this year.”

Substitute in any of the following information into your own personal ask script:

• Leadership gift match (confirm details with your United Way staff partner)

• Prize draw due date

• Personal story about why you believe in United Way

• Promotion of corporate/sector challenge goals or results

Top responses when making an ask:

I’ve already made my gift this year to another charity.

“Thank you for your commitment to the community. I encourage you to consider giving through payroll next year to United Way. They support over 100 programs and services serving vulnerable people in our community. Our lives can change on a dime, we need a safety net helping our community. This is United Way.

I already give by volunteering my time.

“That’s wonderful. I am volunteering right now for the United Way and would love to have you join our committee next year if you are interested.” Making the Ask

Tips for making the ask:

Be positive.

It feels good to give. Some have already decided to give; they just need a reminder. Some just need more information. Explain the benefits of giving to United Way and stress the importance of each person’s contribution to our community. It’s also helpful if you share your personal reasons for supporting United Way.

Think to a family member, friend, neighbour or past colleague. In many cases people have been touched by a United Way funded agency.

Call on co-workers you know first.

Approaching people you know well allows you to be more relaxed and comfortable with each conversation.

The positive response you get will boost your confidence. A one-on-one, face-to-face ask is the most effective.

Highlight the importance of each gift.

Talk about the impact of each individual’s gift and the difference it can make to our community. Please visit the Campaign Tool Kit at uwgv.ca for examples of your dollars’ impact.

Share why you support United Way.

Talk about why you give, what United Way means to you or why you feel confident in giving your donation to United Way.

Mention the ease of giving

• Payroll giving spreads the gift over 24 or 26 pay periods

• Your payroll gift is recorded on your T4 to make it easy at tax time

• Donors can also give by credit card, cheque, gifts of securities and cash Contributing is voluntary Share your enthusiasm about giving and be a resource to help your co-workers gain the comfortable level needed to make a knowledgeable decision about giving. As a Campaign Canvasser, your role is not to pressure people to give. You are an ambassador for United Way and always want to support people’s individual decisions.

Remember to thank everyone you contact Even those who did not contribute deserve to be thanked for their time. Every person’s time and gifts are valuable. The impression you leave is the one people will remember when they think of the United Way.

THANK YOU for being an agent of change with United Way!

–  –  –





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