2008 uw donor survey sample report

United Way of Jackson County 2007 Data Repository Feasibility StudyUnited Way of JaJackc soon n CoCoununty 20200707 D Datata a ReRepositotoryr Feasibility Study

Information and planning that make the difference

P.O. Box 496 Paw Paw, Michigan 49079(269) 657-5400 | Fax: (269) 657-0500 | (800) 724-9994

[email protected]

United Way of Waterloo County

2008 Donor Survey

United Way of Waterloo County 2008 Donor Survey

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Table of Contents

Index of Charts ................................................................... 3

Executive Summary ............................................................. 5

Introduction ..................................................................... 11

Survey MethodologySurvey Instrument ..................................................... 13Survey Execution ..................................................... 13

Survey ResultsRespondent Profile ................................................... 15Opinion of United Way of Waterloo County ................. 19Donor Experience .................................................... 30Supporting United Way of Waterloo County ................. 49Communication ....................................................... 60Workplace Campaign .............................................. 65Miscellaneous Comments .......................................... 68

Conclusions ...................................................................... 71

AppendicesUnited Way of Waterloo County 2008 Donor Survey ..... 77Perspectives Consulting Group, Inc. ............................ 81

2008 Donor Survey United Way of Waterloo County

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Index of Charts

Gender of Respondent 1. ................................................... 15Age of Respondent 2. ....................................................... 15Household Income 3. ........................................................ 16Years Donated to United Way of Waterloo County 4. .............. 16Employment Status 5. ........................................................ 17ZIP Code 6. .................................................................... 17Overall Opinion of United Way of Waterloo County 7. ............ 19United Way of Waterloo County8. ’s Mission ......................... 25Effectiveness in Addressing Critical Community Needs 9. .......... 26Satisfaction with Value in Return for Contribution 10. .................. 27Likelihood of Recommending United Way of Waterloo County 11. 28Requires Outcome Measures 12. ........................................... 29Why Made a Contribution to United Way of 13. Waterloo County .......................................................... 30Personal Experience Averages 14. ......................................... 31Personal Experience - Thanking You for Your Contribution 15. ...... 32Personal Experience - Effectively Using Your Contribution 16. ....... 33Personal Experience - Process of Donating/ 17. Campaign/Fundraising ................................................. 34Personal Experience - Overall Giving Experience 18. ................. 35Personal Experience - Communicating Impact 19. ...................... 36Compared Averages 20. ..................................................... 38Compared - Process of Donating/Campaign/Fundraising 21. ..... 39Compared - Effectively Using Your Contribution 22. ................... 40Compared - Thanking You for Your Contribution 23. .................. 41Compared - Overall Giving Experience 24. ............................. 42Compared - Communicating Impact 25. .................................. 43How Donated to United Way of Waterloo County 26. ............... 45Recall Receiving Information 27. ............................................ 47Thanked for 2007 Contribution 28. ....................................... 47How to be Thanked or Recognized 29. .................................. 48Loyalty to United Way of Waterloo County 30. ........................ 49Amount Given to United Way of Waterloo County in 2007 31. ... 50Increase in 2007 United Way of Waterloo County 32. Contribution ............................................................... 51Best Way to Contribute 33. .................................................. 54Percent of Total Contributions to United Way of 34. Waterloo County .......................................................... 55Amount Given to All Charitable Organizations in 2007 35. ........ 56Increase in All Charitable Contributions in 2007 36. ................. 57Most Important When Making a Charitable Contribution 37. ....... 58Likelihood of Volunteering with 38. United Way of Waterloo County ..................................... 59How to Receive Information 39. ............................................ 60How Often to Receive Information 40. .................................... 61Found Information at United Way of Waterloo County 41. Website ..................................................................... 64Satisfaction with Workplace Fundraising Campaign 42. ............. 65How Contribution was Influenced 43. ..................................... 66


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Executive Summary

The United Way of Waterloo County 2008 Donor Survey was completed by 279 donors in February and March 2008.

• Of the 279 respondents who completed the 2008 Donor Survey, 54.8% were male and 43.7% were female. Four respondents (1.4%) did not provide this information.

• Over thirty-seven percent (37.6%) of respondents were age 55 to 64, followed by 16.5% of respondents who were age 50 to 54. Over fi ve percent (5.7%) of respondents were age 75 or older, and only 3.9% of respondents were age 18 to 34.

• Twenty-one percent (21.1%) of respondents have a household income of $50,000 to $74,999, while 15.8% of respondents have a household income of $100,000 to $124,999, and 15.4% of respondents have a household income of $75,000 to $99,999. Nine percent (9.0%) of respondents each indicated that they have a household income of $150,000 to $199,999, and $200,000 and over.

• When asked how long they have donated to United Way of Waterloo County, 59.9% of respondents indicated that they have given to United Way of Waterloo County for 16 years or more, and 13.3% of respondents have donated to United Way of Waterloo County for six to ten years. Seventeen percent (16.8%) of respondents have donated to United Way of Waterloo County for fi ve years or fewer.

• Seventy-nine percent (78.9%) of respondents are employed full-time, while 10.8% of respondents are retired. Eight percent (7.9%) of respondents are employed part-time, and 1.4% of respondents are not currently employed.

• Over thirty-seven percent (37.6%) of respondents live in ZIP code 56849, followed by 30.1% of respondents who live in ZIP code 48319. Nine percent (9.0%) of respondents live in ZIP code 49153, and 8.6% of respondents live in ZIP code 46368. Eleven percent (10.8%) of respondents provided other ZIP codes, and six respondents (2.2%) did not provide this information.

• Sixty-fi ve percent (64.9%) of respondents said they have a very favorable opinion of United Way of Waterloo County, followed by 31.9% of respondents who have a somewhat favorable opinion. Two percent (1.8%) of respondents have a somewhat unfavorable opinion of United Way of Waterloo County, and 0.7% of respondents have a very unfavorable opinion of United Way of Waterloo County.

• Over forty-six percent (46.6%) of respondents said United Way of Waterloo County is doing a good job of achieving its mission, while 43.0% of respondents said United Way of Waterloo County is doing a very good job and 8.2% of respondents said United Way of Waterloo County is doing a fair job.

• Ninety-one percent (91.0%) of respondents said that United Way of Waterloo County is very effective or somewhat effective as a leader in addressing critical community needs, while 5.0% of respondents said that United Way of Waterloo County is neither effective nor ineffective, and 1.4% of respondents said that United Way of Waterloo County is somewhat ineffective. Seven respondents (2.5%) were unsure.


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Executive Summary

• Forty-four percent (44.4%) of respondents were very satisfi ed with the value they receive from United Way of Waterloo County, followed by 38.7% of respondents who were satisfi ed. Thirteen percent (12.9%) of respondents were neither satisfi ed nor dissatisfi ed, while 2.5% of respondents were dissatisfi ed, and one respondent (0.4%) was very dissatisfi ed.

• Eighty-three percent (83.1%) of respondents said they were very likely or somewhat likely to recommend United Way of Waterloo County to their friends and colleagues, while 12.2% of respondents were neither likely nor unlikely to recommend United Way of Waterloo County, and 2.2% of respondents were somewhat unlikely or very unlikely to recommend United Way of Waterloo County.

• Respondents were asked if they know that United Way of Waterloo County requires outcome measures and fi nancially monitors the agencies they fund and the initiatives they lead. Seventy percent (69.9%) of respondents said yes, while 29.0% of respondents said no, they were not aware.

• Respondents were provided a list of statements and asked to check the top three that best describe why they made a contribution to United Way of Waterloo County in 2007. Over forty-fi ve percent (45.5%) of respondents gave because they derive satisfaction from giving, followed by 44.4% of respondents who want to make a difference. Over thirty-six percent (36.7%) of respondents have a tradition of giving to charities and 36.6% of respondents gave because they were fi nancially able to.

• Fifty-seven percent (57.3%) of respondents said that United Way of Waterloo County met their expectations in thanking them for their contribution, while 34.1% of respondents said that United Way of Waterloo County exceeded their expectations. Over six percent (6.5%) of respondents said that United Way of Waterloo County did not meet their expectations in thanking them for their contribution, and six respondents (2.2%) were unsure.

• Sixty-six percent (66.3%) of respondents said United Way of Waterloo County met their expectations in effectively using their contribution to make a difference, while 27.2% of respondents said United Way of Waterloo County exceeded their expectations. Three percent (2.9%) of respondents said United Way of Waterloo County did not meet their expectations, and ten respondents (3.6%) were unsure.

• Seventy-one percent (71.3%) of respondents said that United Way of Waterloo County met their expectations in the process of donating/campaign/fundraising, while 22.2% of respondents said United Way of Waterloo County exceeded their expectations. Three percent (3.2%) of respondents said United Way of Waterloo County did not meet their expectations, and nine respondents (3.2%) were unsure.

• Seventy-six percent (76.3%) of respondents said that United Way of Waterloo County met their expectations in the overall giving experience, while 19.4% of respondents said that United Way of Waterloo County exceeded their expectations. Three respondents (1.1%) said that United Way of Waterloo County did not meet their expectations, and nine respondents (3.2%) were unsure.


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Executive Summary

• Over sixty-four percent (64.5%) of respondents said that United Way of Waterloo County met their expectations in communicating the impact of their contribution, while 19.4% of respondents said that United Way of Waterloo County exceeded their expectations. Over twelve percent (12.5%) of respondents said that United Way of Waterloo County did not meet their expectations, and ten respondents (3.6%) were unsure.

• Sixty-four percent (64.2%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in the process of donating/campaign/fundraising, while 29.7% of respondents said that United Way of Waterloo County is more favorable. Four percent (4.3%) of respondents said United Way of Waterloo County is less favorable, and fi ve respondents (1.8%) were unsure.

• Sixty-one percent (60.9%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in effectively using their contribution to make a difference, while 30.1% of respondents said that United Way of Waterloo County is more favorable. Six percent (6.1%) of respondents said that United Way of Waterloo County is less favorable, and eight respondents (2.9%) were unsure.

• Over fi fty-nine percent (59.5%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in thanking them for their contribution, while 30.5% of respondents said United Way of Waterloo County is more favorable. Eight percent (8.2%) said that United Way of Waterloo County is less favorable, and fi ve respondents (1.8%) were unsure.

• Sixty-fi ve percent (64.9%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in the overall giving experience, while 26.5% of respondents said that United Way of Waterloo County is more favorable. Seven percent (6.8%) of respondents said that United Way of Waterloo County is less favorable than other charitable organizations, and fi ve respondents (1.8%) were unsure.

• Fifty-nine percent (58.8%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in communicating the impact of their contribution, while 24.7% of respondents said that United Way of Waterloo County is more favorable. Fourteen percent (14.3%) of respondents said that United Way of Waterloo County is less favorable than other charitable organizations, and six respondents (2.2%) were unsure.

• Sixty-nine percent (68.8%) of respondents indicated that they donated to United Way of Waterloo County’s Community Fund or Impact Areas, while 28.0% of respondents indicated that they designated their contribution to a specifi c agency. Nine respondents (3.2%) have a Donor-Advised Philanthropy Fund.

• Sixty-three percent (62.7%) of respondents said they do recall receiving information on how their contribution is being used, while 36.2% of respondents do not recall receiving information. Three respondents (1.1%) were unsure.

• Eighty-seven percent (87.1%) of respondents said they were thanked for their 2007 contribution, while 9.3% of respondents said they were not thanked. Ten respondents (3.6%) were unsure.


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Executive Summary

• Respondents were asked to indicate the top three ways they would like to be thanked or recognized for their participation as a donor. Sixty-one percent (61.3%) of respondents indicated as one of their top three ways that they would like to be recognized by a thank-you letter, and 52.0% of respondents indicated in the top three ways that they would like a receipt for tax purposes. Over fi fty percent (50.6%) of respondents said that no thanks is necessary.

• Forty-six percent (46.2%) of respondents selected “I have always supported United Way of Waterloo County and will always support United Way of Waterloo County,” followed by 44.8% of respondents who selected “I will most likely support United Way of Waterloo County in the future.” Seven percent (7.2%) of respondents were not sure if they would support United Way of Waterloo County in the future, and fi ve respondents (1.8%) only donate to United Way of Waterloo County because their employer requires them to.

• Respondents were asked to indicate how much they gave to United Way of Waterloo County in the 2007 campaign. Over fi fty-four percent (54.5%) of respondents gave $100 to $500, while 20.1% of respondents gave $501 to $999. Nineteen percent (19.4%) of respondents gave $1,000 to $9,999, and 1.8% of respondents gave $10,000 or more. Four respondents (1.4%) refused to provide this information.

• Forty-fi ve percent (45.2%) of respondents said their 2007 contribution did not increase from their 2006, and 26.9% of respondents said their contribution increased one to fi ve percent. Ten percent (10.4%) of respondents said their contribution increased six to ten percent, and 7.5% of respondents said their contribution increased eleven percent or more. Five percent (5.4%) of respondents did not contribute in 2006, and thirteen respondents (4.7%) were unsure.

• Respondents were asked what would motivate them to increase their contribution to United Way of Waterloo County. The most frequent responses include: increase in income (49 respondents), and ability to give (6 respondents).

• Sixty-nine percent (69.2%) of respondents said the best way to make a contribution to United Way of Waterloo County is through an employer/payroll deduction, while 20.4% of respondents said the best way for them to make a contribution is by mail. Four percent (3.9%) of respondents said that a United Way of Waterloo County representative is the best way to contribute, and 2.5% of respondents said the Internet. Four respondents (1.4%) were unsure.

• Over forty percent (40.5%) of respondents gave one percent to ten percent of their total 2007 charitable contributions to United Way of Waterloo County, followed by 18.6% of respondents who gave 75% to 100% of their total charitable contributions to United Way of Waterloo County. Fourteen percent (14.0%) of respondents gave 11% to 24% to United Way of Waterloo County, and ten respondents (3.6%) refused to provide this information.

• Twenty percent (20.1%) of respondents gave $2,500 to $4,999 to all charitable organizations in 2007, while 12.2% of respondents gave $10,000 or more. Twelve percent (11.8%) of respondents each gave $100 to $500, and $5,000 to $9,999. Fourteen respondents (5.0%) refused to provide this information.


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• Thirty-eight percent (38.4%) of respondents increased their total charitable contributions one percent to fi ve percent, while 35.5% of respondents did not increase their contributions. Over eleven percent (11.5%) of respondents increased their contributions six to ten percent, while 10.8% of respondents increased their contributions eleven percent or more. Eleven respondents (3.9%) refused to provide this information.

• Eighty-seven percent (87.1%) of respondents said effectively using their contribution to make a difference is most important when deciding to make a charitable contribution, while 6.8% of respondents said communicating the impact of their contribution is most important. Four respondents (1.4%) said being thanked for their contribution is the most important, and three respondents (1.1%) said the process of donating/campaign/fundraising is the most important.

• Forty-eight percent (47.7%) of respondents said they are very likely or somewhat likely to volunteer with United Way of Waterloo County, while 27.6% of respondents who are neither likely nor unlikely to volunteer, and 23.3% of respondents are somewhat unlikely or very unlikely. Four respondents (1.4%) were unsure.

• Forty-nine percent (48.7%) of respondents would like to receive information in a donor newsletter, followed by 23.7% of respondents who would like information through email/Internet/website. Twenty percent (19.7%) of respondents would like information through the annual report, and 15.4% of respondents would like information in a newspaper.

• When asked how often they would like to receive information from United Way of Waterloo County, 45.9% of respondents said annually. Twenty-fi ve percent (25.1%) of respondents said they would like to receive information twice a year, followed closely by 24.0% of respondents who would like to receive information quarterly. Eight respondents (2.9%) would like to receive information monthly, and six respondents (2.2%) were unsure.

• Respondents were also asked what information they would like to receive from United Way of Waterloo County. The most common responses include: impact of contribution (24 respondents), and who receives funds (11 respondents).

• Sixty-seven percent (67.4%) of respondents have not visited the United Way of Waterloo County website in the past year, while 31.9% of respondents did visit the website and found the information they were looking for. Two respondents (0.7%) visited the website and did not fi nd the information they were looking for.

• Of the 202 respondents who participated in a workplace campaign, 41.6% were very satisfi ed with their company’s United Way fundraising campaign, followed by 26.7% of respondents who were somewhat satisfi ed. Twenty-two percent (22.3%) of respondents were neither satisfi ed nor dissatisfi ed. Five percent (5.0%) of respondents were very dissatisfi ed, and 3.5% of respondents were somewhat dissatisfi ed.

• Of the 202 respondents who had participated in a workplace campaign, 63.9% said that the workplace campaign did not infl uence their contribution, while 33.7% of respondents said that the workplace campaign infl uenced their contribution positively. Five respondents (2.5%) said that the workplace campaign infl uenced their contribution negatively.

Executive Summary


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Introduction

The 2008 United Way of Waterloo County Donor Survey was a mail survey of donors who donated in 2007 as identifi ed by United Way of Waterloo County. United Way of Waterloo County selected a mail survey as the most appropriate method to reach leadership givers, and allow for a suffi cient number of questions (more than what would be feasible with a telephone survey). Also, the mail survey provides an opportunity for all leadership givers to participate, where a telephone survey would only randomly contact a sample of donors. Some of the objectives for this survey include:

1) Understand the awareness and perception of how well United Way of Waterloo County fulfi lls their mission

2) Examine why donors give to United Way of Waterloo County3) Evaluate the importance of issues to be addressed by United Way of Waterloo County4) Measure satisfaction with the recent employee campaign5) Discover donation plans for United Way of Waterloo County and other charities6) Obtain basic demographic information about the leadership givers

Approximately 2,100 surveys were mailed to United Way of Waterloo County donors in February 2008. This report is the narrative summary of the research. There are two main sections to this report: the Survey Results section presents the results to all of the survey questions, grouped by subject; the Conclusions section outlines some of the implications of the research.


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Survey Instrument

Survey Methodology

The 2008 United Way of Waterloo County Donor Survey included 46 questions about United Way of Waterloo County, United Way contributions and donating habits, communication, social issues, fundraising, and demographic information. The questions included various types of formats including yes/no, open-ended response, and pre-defi ned choices. The survey was four pages in length.

Perspectives Consulting Group, Inc. worked with the staff of United Way of Waterloo County to identify the issues and develop the survey questions. Perspectives Consulting Group, Inc. then assembled and ordered the survey questions. The survey instrument is included for reference in the Appendices.

Survey Execution

Approximately 2,100 surveys were mailed to donors of United Way of Waterloo County on February 6, 2008. Included with the survey was a cover letter on United Way of Waterloo County letterhead explaining the purpose of the survey and asking the donor to participate. Also enclosed with the survey was a business reply mail envelope (postage paid by Perspectives Consulting Group, Inc.), which the donor could use to return the survey to Perspectives Consulting Group, Inc.

The cover letter asked donors to return the survey by February 22, 2008, two-and-a-half weeks after the initial mailing. As of March 14, Perspectives Consulting Group, Inc. received a total of 279 surveys. The return rate was approximately 13.3%. Additional surveys were returned that were incomplete or unusable. These surveys were not counted in the return rate.

Based on the number of donors and the number of surveys returned, a confi dence level and confi dence interval can be calculated. In statistical terms, the confi dence level is the likelihood that if the survey were replicated the results would be the same. The confi dence level for this survey is 95 percent, meaning 95 times out of 100, this survey would produce substantially the same results as achieved this time.

The confi dence interval is the range any answer could vary from the actual value. This is the “+/- xxx percent” margin of error value that pollsters reference. In this case, the 2008 United Way of Waterloo County Donor Survey has a confi dence interval of +/-6 percent. Therefore, the answer to any question on the survey is within plus or minus 6 percent of the actual value. When comparing two responses to a question any difference of less than 12 percent needs to be examined carefully since statistically the difference could be considered negligible.


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Of the 279 respondents who completed the 2008 Donor Survey, 54.8% were male and 43.7% were female. Four respondents (1.4%) did not provide this information.

Respondent Profile

Survey Results

Chart 1Gender of Respondent

54.8% Male43.7% Female1.4% Refused/NA

Source: United Way of Waterloo County 2008 Donor Survey, question 46

Chart 2Age of Respondent

Respondents were asked to indicate their age range. Over thirty-seven percent (37.6%) of respondents were age 55 to 64, followed by 16.5% of respondents who were age 50 to 54. Over fi ve percent (5.7%) of respondents were age 75 or older, and only 3.9% of respondents were age 18 to 34. Two respondents (0.7%) did not provide information on their age.

% Respondents

18 to 34 3.9%

35 to 44 12.2%

45 to 49 9.7%

50 to 54 16.5%

55 to 64 37.6%

65 to 74 13.6%

75 or older 5.7%

Refused/NA 0.7%



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Respondent Profile

Respondents were also asked to indicate their household income range. Twenty-one percent (21.1%) of respondents have a household income of $50,000 to $74,999, while 15.8% of respondents have a household income of $100,000 to $124,999, and 15.4% of respondents have a household income of $75,000 to $99,999. Nine percent (9.0%) of respondents each indicated that they have a household income of $150,000 to $199,999, and $200,000 and over. Nine percent (9.0%) of respondents also did not provide information about their household income.

Chart 3Household Income

% Respondents

Under $50,000 7.9%

$50,000 to $74,999 21.1%

$75,000 to $99,999 15.4%

$100,000 to $124,999 15.8%

$125,000 to $149,999 12.9%

$150,000 to $199,999 9.0%

$200,000 and over 9.0%

Refused/NA 9.0%


Chart 4Years Donated to United Way of Waterloo County

When asked how long they have donated to United Way of Waterloo County, 42.7% of respondents indicated that they have given to United Way of Waterloo County for 25 years or more. Seventeen percent (17.2%) of respondents have donated to United Way of Waterloo County for 16 to 24 years, and 13.3% of respondents have donated to United Way of Waterloo County for six to ten years. Seventeen percent (16.8%) of respondents have donated to United Way of Waterloo County for fi ve years or fewer, and four respondents (1.4%) were unsure of how long they had been donating.

% Respondents

One year 3.9%

Two to three years 7.9%

Four to five years 5.0%

Six to ten years 13.3%

Eleven to fifteen years 8.6%

Sixteen to twenty-four years 17.2%

Twenty-five years or more 42.7%

Unsure/NA 1.4%



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Respondent Profile

Respondents were also asked about their current employment status. Seventy-nine percent (78.9%) of respondents are employed full-time, while 10.8% of respondents are retired. Eight percent (7.9%) of respondents are employed part-time, and 1.4% of respondents are not currently employed. Three respondents (1.1%) did not provide employment information.

Chart 5Employment Status

1.4%

1.1%

78.9

%

7.9% 10

.8%

0%10%20%30%40%50%60%70%80%90%

Employedfull-time

Employedpart-time

Retired Notemployedcurrently

Refused/NA


Chart 6ZIP Code

Respondents were asked what ZIP code they live in. Over thirty-seven percent (37.6%) of respondents live in ZIP code 56849, followed by 30.1% of respondents who live in ZIP code 48319. Nine percent (9.0%) of respondents live in ZIP code 49153, and 8.6% of respondents live in ZIP code 46368. Eleven percent (10.8%) of respondents provided other ZIP codes, and six respondents (2.2%) did not provide this information.

Other ZIP codes named but not shown in the table include:

4 Respondents47596

3 Respondents42658 42695 47892 41593

% Respondents

56849 37.6%

48319 30.1%

49153 9.0%

48126 8.6%

46350 1.8%

Other 10.8%

Refused/NA 2.2%



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Respondent Profile

2 Respondents41258 45873

1 Respondent32658 47851 42689 49651 46832 47826 49257 47952 42581 42647


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Sixty-fi ve percent (64.9%) of respondents said they have a very favorable opinion of United Way of Waterloo County, followed by 31.9% of respondents who have a somewhat favorable opinion. Two percent (1.8%) of respondents have a somewhat unfavorable opinion of United Way of Waterloo County, and 0.7% of respondents have a very unfavorable opinion of United Way of Waterloo County. Two respondents (0.7%) were unsure.

Demographic categories with a signifi cantly better average include: age 65 to 74 (1.21), age 75 and older (1.13), employed part-time (1.14), retired (1.20), and household income $50,000 to $74,999 (1.26).

There are no demographic categories with a signifi cantly worse average.

There is a strong correlation between the question, “Thinking about everything you know, what is your overall opinion of United Way of Waterloo County?” and the following questions:

• Considering everything you know about United Way of Waterloo County, how well do you feel it is achieving its mission?

• How effective is United Way of Waterloo County as a leader in addressing critical community needs?

• How would you rate your satisfaction with the value you receive from United Way of Waterloo County in return for your contribution?

• How likely are you to recommend United Way of Waterloo County to your friends and colleagues?

The better respondents rated their overall opinion of United Way of Waterloo County, the more likely they were to rate these questions better as well.

Opinion of United Way of Waterloo County

Respondents were asked about their overall opinion of United Way of Waterloo County. An average was then calculated on a scale from one to four, where one indicates very favorable and four indicates very unfavorable.

Thinking about everything you know, what is your overall opinion of United Way of Waterloo County? (277 respondents – 1.38 average)

Chart 7Overall Opinion of United Way of Waterloo County

0.7%

0.7%

64.9

%

31.9

%

1.8%

0%10%20%30%40%50%60%70%80%

Veryfavorable

Somewhatfavorable

Somewhatunfavorable

Veryunfavorable

Unsure/NA



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Respondents were then asked to indicate the main reason for their overall opinion of United Way of Waterloo County. The responses are grouped by overall opinion of United Way of Waterloo County.

Very favorable"Victim’s United" - I believe they are getting what they really need. A "United" Way of assessing and meeting needs and making a difference and impact effectively and efficiently Administrative costs are below and you help the whole communityAll experiences with program have been positive All interactions have been positive and very supportive of Mankato House All the good and caring they do for the community All the good it does for all ages As a former board member, I can trust this agency As a public school teacher, I see families in need of services Because I'm aware of the positive impact they have in Waterloo County Because of all of the positive contributions made to the local community Because of the great programs they fund in such a responsible way Breadth and expertise of board, leadership, and volunteers Broad involvement and leadership Community feedback Community oriented and efficient Contributions meet the needs of more individuals Contributions to social service efforts Convenience for donation and very trusting Credibility, trustworthy, impacts thousands of needy people year after year Dealt with United Way for several years with very positive results Dedicated board and strive to improve and mobilize the community Dedication to support of area nonprofits, professional staff, exposure in the community Diversity of programs, wide publicity Effectively and efficiently pulls the community together to provide valuable resources to community agencies and individual needs Efficiency and expertise of the staff and board Efficient in the way they raise and distribute funds Efficiently run campaigns, very professional Everything I see being done by the different agencies is positive Excellent organization Extremely efficient at gathering donations and channeling it to the needs Extremely well organized and managed administration of charitable assets and delivery of resources to worthy organizations For the important services they provide and professional way they do it From what I've read and know from personal relationships, monies are spent for the right and ethical reasons Good communication, responsive Good community involvement - good spirit of volunteerism, positive leadership Good leadership and community support Good notes expense to program - a wide variety of programs aidedGood people working there - trustworthy and hardworking. I believe in your mission. Good work Great leadership, important organization Great leadership, knowing the staff and their hard work Great people involved and great results Have given to United Way for many years and once served on the board Have heard no complaints. I feel that United Way knows where more help is needed better than I. Have not heard anything negative (2 respondents) Helps a lot of good organizations (7 respondents)


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Very favorable - continuedHelps community in many ways Historically sound organization History of providing for many organizations in the community I am able to see first hand what United Way does (4 respondents) I appreciate the process used to choose the agencies you support I believe United Way is tuned in and responsive to the real needs of Waterloo County citizens. They make a very real effort to identify and be responsible to real needs. I believe United Way to be sincere and honest; it's a centerpiece to the community both symbolic and actual I donate, I solicit for them, I received help from them as an employer of a United Way member agency. I don't know a lot about you I feel that they support a wide range of agencies that touch the lives of a wide variety of Waterloo County citizens I feel they are financially open and give to worthwhile county providers I have been involved in their activities before and they were worthwhile I have seen results and heard testimony of success stories about United Way efforts I know the care and concern of the board I know they support many worthy organizations in this community like Soup Kitchen I think that United Way helps people and other charities I trust the leadership Information I get through University campaigns Integrity of the organization's forward looking initiatives It addresses a lot of community needs It is accountable and uses my donation where it does the most good It is important to support as many worthy causes as possible It is part of the definition of community It is well organized and serves the community well It makes life better for Waterloo County peopleIt seems that the receiving programs and organizations are successfully continuing to provide important services It's great to see how one agency impacts and helps so many organizations within our local community I've been a contributor to United Way for over 30 years - was a loan executive one year. I like the distribution of money, the fact that most goes to charities and the openness to accept new groups. Keeps money in the community helping local organizations Leadership Local control for allocation of funds to necessary services Many agencies in Waterloo County rely on United Way funds to keep them afloat Many of the services United Way supports have been used by myself and members of my family and friends Many people are assisted in many ways - funded by one donation Many programs that I believe in are supported by United Way Money stays in Waterloo County; helps children of our county Money stays in the community; low administrative costs My donation goes where I want it to go; I think like I make a difference My perception since moving here in 1962 On the board Organization, leadership, and community impact Overall program based on literature Overhead low; formula for distributing money Participation and passion of the staff, board and member agencies Percentage of dollars to programs Professionalism of staff, outreach in community Professionalism. Valuing input of the community. Community involvement Reputation (2 respondents)Serve many organizations at reasonable fundraising cost Strong management, organized activities


22


Very favorable - continued Strong staff support and dedicated volunteers Supports Soup Kitchen- my daughter was a Soup Kitchen volunteer Supports programs that provide needed services The commitment to the agencies, the integrity of the staff, the stewardship The donations help in our community locally The fine leadership of leadership staff The good they do with donations and the people who support and volunteer for United Way The great services they help to make possible The great work they do for kids The help I have seen others receiveThe mission The number of people you serve through your partner agencies The organization's honesty, the amount of funds provided, community humility Their helpfulness to the community as well as the agencies they support There is a great amount of effort put into qualifying and seeking out needs of the community They do an excellent job fundraising and give a great deal back to the community They give to organizations that help family and children They have a competent staff who are well organized and have a board that is very active They help many people (8 respondents)They're honest and open and support a broad range of causes Touches a lot of areas Trusting, information United Way acts as a clearinghouse. Families or individuals in need can recognize a name to call and feel they can be referred to the proper place for any help they may need United Way assists our needs in the community, staff is excellent United Way does many positive things in the community United Way has helped me in the past and now I am able to help United Way United Way monitors the effective use of money that is donated. We can help many organizations with one donation. United Way of Waterloo County follows through, develops and meets goals continually United Ways support to so many organizations that provide help to those in need. So many resources are available. UWWC does many wonderful things for our community - Day of Caring Very efficient way to raise money for good causes Very organized and available to as many people as possible Very professional staff and board Very responsive to needs of the community and effective partnership with agencies Very well run organization Volunteer program Well organized; Focused on helping the community; Seeks new ways to improve the efforts. Well organized; multiple services supported; option of targeting gift We've only lived here 7 months, so I have no strong opinions. Everything I've heard is positive. When I needed assistance getting hearing aids for my daughter, United Way was caring and prompt with assistance You gave money to Planned Parenthood


23


Somewhat favorableAlways room for improvement Contributed at work which is in Waterloo County. Wanted my contribution to go to Irving County where I live. Wrote that designation on sign-up form! Do not know how much my recipient actually gets, used to get a note telling me how much they got Excellent cause overall and well organized Focused attention to Waterloo County General slight mistrust of UW in general, not specific to Waterloo County Have not heard anything negative (2 respondents)Have read or heard little about United Way of Waterloo County in the past year. If given the choice in number one, I would have chosen "neutral." Helps a lot of good organizations (2 respondents) I assume United Way supports programs we value such as Traveling Doctors of Waterloo County and Meals on Wheels I do not live in Waterloo County (2 respondents)I do not see enough where specifically my money went. Maybe a newsletter would help. I don't have specific knowledge of it's impact; only general sense that it collects money for good causes and services I don't know a lot about you (3 respondents)I don't receive any information about them until they want an additional donation. I live in Russell County and work in Waterloo County. I know some of the agencies that receive funds from United Way I know very little about United Way, but they appear to have something to do with nearly every local volunteer organization I question what percentage is given to community and what percentage is for administration costs to United Way staff I wish they would be more honest in how they report campaign reports. They need to separate designated gifts from unrestricted gifts. I would like United Way to take a strong stand against discrimination based on sexual orientation Impression derived from conversation with others In time past, we could designate where we wanted our donation to go. Now there is no choice. I like knowing where my donation goes. I give independently now, not to United Way. Involvement has been primarily on a professional level, so I haven't had a chance to see all aspects necessary to give a higher score I've heard positive feedback Misuse of funds Not much heard about what United Way is doing Other charitable organizations are more personable Overall service/support of community; has a good reputation Profile may be too low, lack of emphasis on allocation Resources are spread thin making less of an impact in a few key areas Serving many organizations in our community, while there are many others that could still use help Solid support of community needs Strives to meet mission, sometimes too much focus on public relations and image Their mindset is too demanding; approach is entitlement There are so many worthy causes and some are more important to my life circumstances than others and unfortunately, several rank above United Way. They cater to mostly prestigious citizens of the community and kind of ignore us less important people They do good work - most of the activities go unnoticed; need greater visibility They help many people (4 respondents) They provide for other agencies in the area and show concern - seem to be somewhat lacking in Sherman County They support Boy Scouts and other clubs United Way is a good conduit for financial aid distribution


24


Somewhat favorable - continuedUnited Way presentation swayed me Unsure what the future of United Way holds - relevance? Would like to see food pantries and kitchens available

Somewhat unfavorableCutting funds to Boy Scouts. Please support Boy Scouts. I do not understand why United Way has to be so top heavy Lack of information We were not given any help when our house in Trego Township burned down with five kids, two adults - three asthmatic children, two with club feet, and one with scoliosis

Very unfavorableMy wife works for Impact of Preston, Selena. You dropped them from your list since the people of Impact could use that money. YMCA receives massive funding from you, yet charges more than local health clubs to use


25


Next, respondents were asked several questions about United Way of Waterloo County. Averages were then calculated on a scale of one to fi ve, where one indicates a positive response and fi ve indicates a negative response.

The mission of United Way of Waterloo County is “To improve lives by mobilizing the caring power of the Waterloo County community.” Considering everything you know about United Way of Waterloo County, how well do you feel it is achieving its mission? (273 respondents – 1.64 average)

Chart 8United Way of Waterloo County’s Mission

Over forty-six percent (46.6%) of respondents said United Way of Waterloo County is doing a good job of achieving its mission, while 43.0% of respondents said United Way of Waterloo County is doing a very good job. Eight percent (8.2%) of respondents said United Way of Waterloo County is doing a fair job of achieving its mission, and six respondents (2.2%) were unsure.

Demographic categories with a signifi cantly better average include: age 65 to 74 (1.46), employed part-time (1.41), and females (1.53).

Demographic categories with a signifi cantly worse average include: ZIP code 46368 (1.95), and household income $125,000 to $149,999 (1.91).

There is a strong correlation between the question, “Considering everything you know about United Way of Waterloo County, how well do you feel it is achieving its mission?” and the following questions:

• Thinking about everything you know, what is your overall opinion of United Way of Waterloo County?




The better respondents rated how well United Way of Waterloo County is achieving its mission, the more likely they were to rate these questions better as well.

% Respondents

Very good 43.0%

Good 46.6%

Fair 8.2%

Poor 0.0%

Very poor 0.0%

Unsure/NA 2.2%



26


How effective is United Way of Waterloo County as a leader in addressing critical community needs? (272 respondents – 1.60 average)

Chart 9Effectiveness in Addressing Critical Community Needs

Over forty-six percent (46.6%) of respondents said that United Way of Waterloo County is very effective, while 44.4% of respondents said that United Way of Waterloo County is somewhat effective as a leader in addressing critical community needs. Five percent (5.0%) of respondents said that United Way of Waterloo County is neither effective nor ineffective, and 1.4% of respondents said that United Way of Waterloo County is somewhat ineffective. Seven respondents (2.5%) were unsure.

Demographic categories with a signifi cantly better average include: ZIP code 48319 (1.45), age 75 and older (1.31), and employed part-time (1.23).


There is a strong correlation between the question, “How effective is United Way of Waterloo County as a leader in addressing critical community needs?” and the following questions:




The better respondents rated the effectiveness of United Way of Waterloo County as a leader, the more likely they were to rate these questions better as well.

% Respondents

Very effective 46.6%

Somewhat effective 44.4%

Neither effective nor ineffective 5.0%

Somewhat ineffective 1.4%

Very ineffective 0.0%

Unsure/NA 2.5%



27


How would you rate your satisfaction with the value you receive from United Way of Waterloo County in return for your contribution? (276 respondents – 1.74 average)

Chart 10Satisfaction with Value in Return for Contribution

Forty-four percent (44.4%) of respondents were very satisfi ed with the value they receive from United Way of Waterloo County, followed by 38.7% of respondents who were satisfi ed. Thirteen percent (12.9%) of respondents were neither satisfi ed nor dissatisfi ed, and 2.5% of respondents were dissatisfi ed. One respondent (0.4%) was very dissatisfi ed, and three respondents (1.1%) were unsure.

The only demographic category with a signifi cantly better average is: employed part-time (1.50).

The only demographic category with a signifi cantly worse average is: household income $125,000 to $149,999 (2.22).

There is a strong correlation between the question, “How would you rate your satisfaction with the value you receive from United Way of Waterloo County in return for your contribution?” and the following questions:





The better respondents rated their satisfaction with the value they receive from United Way of Waterloo County, the more likely they were to rate these questions better as well.

% Respondents

Very satisfied 44.4%

Satisfied 38.7%

Neither satisfied nor dissatisfied 12.9%

Dissatisfied 2.5%

Very dissatisfied 0.4%

Unsure/NA 1.1%



28


How likely are you to recommend United Way of Waterloo County to your friends and colleagues? (278 respondents – 1.61 average)

Chart 11Likelihood of Recommending United Way of Waterloo County

Over fi fty-fi ve percent (55.6%) of respondents said they were very likely to recommend United Way of Waterloo County to their friends and colleagues, while 29.7% of respondents were somewhat likely. Twelve percent (12.2%) of respondents were neither likely nor unlikely to recommend United Way of Waterloo County, and 1.8% of respondents were somewhat unlikely. One respondent (0.4%) was very unlikely to recommend United Way of Waterloo County to friends and colleagues, and one respondent (0.4%) was unsure.

Demographic categories with a signifi cantly better average include: age 65 to 74 (1.32), and employed part-time (1.29).

The only demographic category with a signifi cantly worse average is: ZIP code 46368 (2.04).

There is a strong correlation between the question, “How likely are you to recommend United Way of Waterloo County to your friends and colleagues?” and the following questions:


• Considering everything you know about United Way of Waterloo County, how do you feel it is achieving its mission?


The better respondents rated their likelihood to recommend United Way of Waterloo County, the more likely they were to rate these questions better as well.

% Respondents

Very likely 55.6%

Somewhat likely 29.7%

Neither likely nor unlikely 12.2%

Somewhat unlikely 1.8%

Very unlikely 0.4%

Unsure/NA 0.4%



29


Respondents were asked if they know that United Way of Waterloo County requires outcome measures and fi nancially monitors the agencies they fund and the initiatives they lead. Seventy percent (69.9%) of respondents said yes, they know that United Way of Waterloo County requires outcome measures and fi nancially monitors the agencies they fund and the initiatives they lead, while 29.0% of respondents said no, they were not aware. Three respondents (1.1%) were unsure.

There are no demographic categories with a signifi cantly higher percentage of respondents who know that United Way of Waterloo County requires outcome measures and fi nancially monitors the agencies they fund and the initiatives they lead.

The only demographic category with a signifi cantly lower percentage of respondents who know that United Way of Waterloo County requires outcome measures and fi nancially monitors the agencies they fund and the initiatives they lead is: age 45 to 49 (55.6%).

Chart 12Requires Outcome Measures

69.9% Yes

29.0% No

1.1% Unsure/NA



30

Donor Experience

Respondents were provided a list of statements and asked to check the top three statements that best describe why they made a contribution to United Way of Waterloo County in 2007. Over forty-fi ve percent (45.5%) of respondents gave because they derive satisfaction from giving, followed by 44.4% of respondents who want to make a difference. Over thirty-six percent (36.7%) of respondents have a tradition of giving to charities and 36.6% of respondents gave because they were fi nancially able to. Seven percent (6.8%) of respondents provided other reasons why they give, and 7.5% of respondents were unsure.

Chart 13Why Made a Contribution to United Way of Waterloo County

% Respondents

I derive satisfaction from giving 45.5%

I want to make a difference 44.4%

I have a tradition of giving to charities 36.7%

I was financially able to give 36.6%

I want to impact critical needs 28.3%

I want to feel part of the community 28.0%

I have always given to United Way 23.3%

It is an easy way for me to make a charitable contribution 22.2%

I was asked to give 10.4%

I am expected to give by my employer 9.0%

I receive recognition for my gift 0.7%

I am required to give by my employer 0.4%

Other 6.8%

Unsure/NA 7.5%

Source: United Way of Waterloo County 2008 Donor Survey, question 8*Responses total 300%, as respondents were asked to indicate the top three statements that describe why they made a contribution


31

Donor Experience

Other responses provided as to why respondents made a contribution to United Way of Waterloo County in 2007 include:

3 RespondentsI like that I can choose where I want my money to go I work at a United Way member agency

1 RespondentAssistance has been given to family members Collective, broad based giving is most effective and efficient Daughter benefitted Easy way to spread my contribution over many community needs I believe in the United Way system I did not give because you would not let me designate to who I wanted it to go! I feel it's our responsibility to help those in need I have dropped this I have hope I was expected to give by my peers It's a way to give to those less fortunate in my county It's an easy way to impact a variety of programs/agencies with one gift When my husband was ill and in the hospital for six months, I felt I had a place to call for help. I'm hoping no one else ever has to go through that hopeless feeling.

Respondents were asked to rate their personal experience with United Way of Waterloo County. Averages were then calculated on a scale from one to three, where one indicates exceeded expectations and three indicates did not meet expectations.

Chart 14Personal Experience Averages

Personal Experience with United Way of Waterloo County Average

Thanking you for your contribution 1.72

Effectively using your contribution to make a difference 1.75

Process of donating/campaign/fundraising 1.80

Overall giving experince 1.81

Communicating impact of your contribution 1.93

Source: United Way of Waterloo County 2008 Donor Survey, questions 9 through 13


32

Donor Experience

Personal experience - Thanking you for your contribution (273 respondents – 1.72 average)

Chart 15Personal Experience - Thanking You for Your Contribution

Fifty-seven percent (57.3%) of respondents said that United Way of Waterloo County met their expectations in thanking them for their contribution, while 34.1% of respondents said that United Way of Waterloo County exceeded their expectations. Over six percent (6.5%) of respondents said that United Way of Waterloo County did not meet their expectations in thanking them for their contribution, and six respondents (2.2%) were unsure.

There are no demographic categories with a signifi cantly better average.

The only demographic category with a signifi cantly worse average is: donated to United Way of Waterloo County for four to fi ve years (2.07).

There is a strong correlation between the area, “Personal experience – Thanking you for your contribution,” and the following areas:

• Personal experience – Overall giving experience• Personal experience – Communicating impact of your contribution• Compared to other charitable organizations – Thanking you for your contribution

The better respondents rated their personal experience with United Way of Waterloo County thanking them for their contribution, the more likely they were to rate these areas better as well.

2.2%

34.1

%

57.3

%

6.5%

0%

10%

20%

30%

40%

50%

60%

70%

Exceededexpectations

Metexpectations

Did not meetexpectations

Unsure/NA



33

Donor Experience

Personal experience – Effectively using your contribution to make a difference (269 respondents – 1.75 average)

Chart 16Personal Experience - Effectively Using Your Contribution

Sixty-six percent (66.3%) of respondents said United Way of Waterloo County met their expectations in effectively using their contribution to make a difference, while 27.2% of respondents said United Way of Waterloo County exceeded their expectations. Three percent (2.9%) of respondents said United Way of Waterloo County did not meet their expectations, and ten respondents (3.6%) were unsure.

Demographic categories with a signifi cantly better average include: household income $50,000 to $74,999 (1.61), and females (1.66).


There is a strong correlation between the area, “Personal experience – Effectively using your contribution to make a difference,” and the following areas:

• Personal experience – Overall giving experience• Compared to other charitable organizations – Effectively using your contribution to make a

difference

The better respondents rated their personal experience with United Way of Waterloo County effectively using their contribution to make a difference, the more likely they were to rate these areas better as well.

3.6%

27.2

%

66.3

%

2.9%

0%10%20%30%40%50%60%70%80%


Metexpectations


Unsure/NA



34

Personal experience - Process of donating/campaign/fundraising (270 respondents – 1.80 average)

Donor Experience

Chart 17Personal Experience - Process of Donating/Campaign/Fundraising

Seventy-one percent (71.3%) of respondents said that United Way of Waterloo County met their expectations in the process of donating/campaign/fundraising, while 22.2% of respondents said United Way of Waterloo County exceeded their expectations. Three percent (3.2%) of respondents said United Way of Waterloo County did not meet their expectations, and nine respondents (3.2%) were unsure.



There is a strong correlation between the area, “Personal experience – Process of donating/campaign/fundraising,” and the following areas:

• Personal experience – communicating impact of your contribution• Compared to other charitable organizations – Process of donating/campaign/fundraising

The better respondents rated their personal experience with United Way of Waterloo County’s process of donating/campaign/fundraising, the more likely they were to rate these areas better as well.

3.2%

22.2

% 71.3

%

3.2%

0%10%20%30%40%50%60%70%80%90%


Metexpectations


Unsure/NA



35

Personal experience – Overall giving experience (270 respondents – 1.81 average)

Chart 18Personal Experience - Overall Giving Experience

Seventy-six percent (76.3%) of respondents said that United Way of Waterloo County met their expectations in the overall giving experience, while 19.4% of respondents said that United Way of Waterloo County exceeded their expectations. Three respondents (1.1%) said that United Way of Waterloo County did not meet their expectations, and nine respondents (3.2%) were unsure.


Demographic categories with a signifi cantly worse average include: age 35 to 44 (1.94), retired (1.96), and household income $125,000 to $149,999 (1.91).

There is a strong correlation between the area, “Personal experience – Overall giving experience,” and the following areas:

• Personal experience – Effectively using your contribution to make a difference• Personal experience – Thanking you for your contribution

The better respondents rated their personal experience with United Way of Waterloo County’s overall giving experience, the more likely they were to rate these areas better as well.

3.2%

19.4

%

76.3

%

1.1%

0%10%20%30%40%50%60%70%80%90%


Metexpectations


Unsure/NA


Donor Experience


36

Personal experience – Communicating impact of your contribution (269 respondents – 1.93 average)

Donor Experience

Over sixty-four percent (64.5%) of respondents said that United Way of Waterloo County met their expectations in communicating the impact of their contribution, while 19.4% of respondents said that United Way of Waterloo County exceeded their expectations. Over twelve percent (12.5%) of respondents said that United Way of Waterloo County did not meet their expectations, and ten respondents (3.6%) were unsure.



There is a strong correlation between the area, “Personal experience – Communicating impact of your contribution,” and the following areas:

• Personal experience – Thanking you for your contribution• Personal experience – Process of donating/campaign/fundraising• Compared to other charitable organizations – Communicating impact of your contribution

The better respondents rated their personal experience with United Way of Waterloo County communicating impact of their contribution, the more likely they were to rate these areas better as well.

Chart 19Personal Experience - Communicating Impact

3.6%

19.4

%

64.5

%

12.5

%

0%10%20%30%40%50%60%70%80%


Metexpectations


Unsure/NA



37

Respondents who indicated that United Way of Waterloo County did not meet their expectations for any question were asked to explain why. Eighteen percent (18.3%) of respondents chose “did not meet expectations” for at least one question. Of the respondents who indicated “did not meet expectations” for at least one question, eight did not provide an explanation. Explanations provided include:

7 RespondentsDon't know how contribution was used in the community

2 RespondentsNo communication

1 RespondentCommunication and thanking both need more work, although I don't expect a thank you! Do not know what impact my dollars made and it is not communicated well Haven't heard about the impact or received a thank-you Haven't received an annual report How much is this survey costing? What a waste. I am a contributor for 42 years, no recognition or thanks at all I am retired - was not contacted during drive for funds I continually give, but never hear anything I contribute to the Sickle Cell Foundation and don't feel the just amount goes there I do not recall ever getting feedback from United Way other than during recruitment drives. It's not a personal feeling, it's more like a "good" black hole. I don't receive a newsletter I don't think I've ever been thanked for my contribution after I've made it I feel your funding is traditional rather than through evaluation I have never read a UWWC financial statement I pretty much know what to expect. Every time school starts, we watch the video and they pass out the forms. Some videos are better than others. I'd like to be surprised to feel like I'm a part of something bigger than me, something cutting edge. I wanted my contribution to go to Irving County and was told that it could I was not thanked by UWWC, I was thanked by the specific agency Lack of personal contact, advertising, and promotion My check, which was given in October, was not cashed until January, making balancing my checkbook annoying. No thank you letter was received, only a donation statement - pretty cold. Never actually received a thank you No literature sent to me letting me know what UWWC is doing in the community. Probably the broad nature of UWWC makes it hard to communicate what is done simply. Probably I don't remember what was written in the yearly request for money. The letter listing my contribution had the decimal point in the wrong place, thus showing a contribution of $52 instead of $520 Their attitude is "you owe me" - turns a lot of people off There is very little public news about United Way There was no DVD (ours wasn't working) so we didn't get a chance this year to hear the stories and know who is impacted (probably not your fault, but a more prepared person could improvise and tell the stories) They do not report outcomes. They never contact me personally and I am a leadership giver Too many officers being paid lots of money Too much of an overview - would like a few specific examples of meeting critical needs Translation give between dollars donated and potential numbers served Two times in the last 4 years, my payroll deduction for UW stopped because of the way pledges were taken at work. We used to have a brief presentation on UW and turned in a pledge card. Now must be shoved in with junk mail, no presentation.

Donor Experience


38

1 Respondent - continuedWould like to see exactly how the funds impacted the receiving agencies. Perhaps there was a newsletter and I missed it. Would like to see more media coverage throughout the entire year with outcomes from contributions and the impact it makes. You need to let people give to the organizations they wish

Respondents were asked to rate United Way of Waterloo County compared to other charitable organizations they support. Averages were then calculated on a scale from one to three, where one indicates United Way of Waterloo County is more favorable than other charitable organizations, and three indicates United Way of Waterloo County is less favorable.

Donor Experience

Chart 20Compared Averages

United Way of Waterloo County Compared to Other Charitable Organizations Average

Process of donating/campaign/fundraising 1.74

Effectively using your contribution to make a difference 1.75

Thanking you for your contribution 1.77

Overall giving experience 1.80

Communicating impact of your contribution 1.89

Source: United Way of Waterloo County 2008 Donor Survey, questions 15 through 19


39

Donor Experience

Compared to other charitable organizations - Process of donating/campaign/fundraising (274 respondents – 1.74 average)

Chart 21Compared - Process of Donating/Campaign/Fundraising

Sixty-four percent (64.2%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in the process of donating/campaign/fundraising, while 29.7% of respondents said that United Way of Waterloo County is more favorable. Four percent (4.3%) of respondents said United Way of Waterloo County is less favorable, and fi ve respondents (1.8%) were unsure.



There is a strong correlation between the area, “Compared to other charitable organizations – Process of donating/campaign/fundraising,” and the following areas:

• Personal experience – Process of donating/campaign/fundraising• Compared to other charitable organizations – Overall giving experience• Compared to other charitable organizations – Effectively using your contribution to make a

difference• Compared to other charitable organizations – Communicating impact of your contribution• Compared to other charitable organizations – Thanking you for your contribution

The better respondents rated United Way of Waterloo County compared to other charitable organizations’ process of donating/campaign/fundraising, the more likely they were to rate these areas better as well.

1.8%29

.7%

64.2

%

4.3%

0%10%20%30%40%50%60%70%80%

Morefavorable

As favorable Less favorable Unsure/NA



40

Donor Experience

Compared to other charitable organizations – Effectively using your contribution to make a difference (271 respondents – 1.75 average)

Sixty-one percent (60.9%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in effectively using their contribution to make a difference, while 30.1% of respondents said that United Way of Waterloo County is more favorable. Six percent (6.1%) of respondents said that United Way of Waterloo County is less favorable, and eight respondents (2.9%) were unsure.



There is a strong correlation between the area, “Compared to other charitable organizations – Effectively using your contribution to make a difference,” and the following areas:

• Personal experience – Effectively using your contribution to make a difference• Compared to other charitable organizations – Overall giving experience• Compared to other charitable organizations – Communicating impact of your contribution• Compared to other charitable organizations – Thanking you for your contribution• Compared to other charitable organizations – Process of donating/campaign/fundraising

The better respondents rated United Way of Waterloo County compared to other charitable organizations’ effectively using their contribution to make a difference, the more likely they were to rate these areas better as well.

Chart 22Compared - Effectively Using Your Contribution

2.9%30

.1%

60.9

%

6.1%

0%10%20%30%40%50%60%70%80%

Morefavorable




41

Donor Experience

Compared to other charitable organizations – Thanking you for your contribution (274 respondents – 1.77 average)

Over fi fty-nine percent (59.5%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in thanking them for their contribution, while 30.5% of respondents said United Way of Waterloo County is more favorable. Eight percent (8.2%) said that United Way of Waterloo County is less favorable, and fi ve respondents (1.8%) were unsure.



There is a strong correlation between the area, “Compared to other charitable organizations – Thanking you for your contribution,” and the following areas:

• Personal experience – Thanking you for your contribution• Compared to other charitable organizations – Overall giving experience• Compared to other charitable organizations – Effectively using your contribution to make a

difference• Compared to other charitable organizations – Communicating impact of your contribution• Compared to other charitable organizations – Process of donating/campaign/fundraising

The better respondents rated United Way of Waterloo County compared to other charitable organizations’ thanking them for their contribution, the more likely they were to rate these areas better as well.

Chart 23Compared - Thanking You for Your Contribution

1.8%30

.5%

59.5

%

8.2%

0%

10%

20%

30%

40%

50%

60%

70%

Morefavorable




42

Donor Experience

Compared to other charitable organizations – Overall giving experience (274 respondents – 1.80 average)

Sixty-fi ve percent (64.9%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in the overall giving experience, while 26.5% of respondents said that United Way of Waterloo County is more favorable. Seven percent (6.8%) of respondents said that United Way of Waterloo County is less favorable than other charitable organizations, and fi ve respondents (1.8%) were unsure.


The only demographic category with a signifi cantly worse average is: donated to United Way of Waterloo County for one year (2.09).

There is a strong correlation between the area, “Compared to other charitable organizations – Overall giving experience,” and the following areas:

• Compared to other charitable organizations – Effectively using your contribution to make a difference

• Compared to other charitable organizations – Communicating impact of your contribution• Compared to other charitable organizations – Thanking you for your contribution• Compared to other charitable organizations – Process of donating/campaign/fundraising

The better respondents rated United Way of Waterloo County compared to other charitable organizations’ overall giving experience, the more likely they were to rate these areas better as well.

Chart 24Compared - Overall Giving Experience

1.8%

26.5

%

64.9

%

6.8%

0%10%20%30%40%50%60%70%80%

Morefavorable




43

Donor Experience

Compared to other charitable organizations – Communicating impact of your contribution (273 respondents – 1.89 average)

Fifty-nine percent (58.8%) of respondents said that United Way of Waterloo County is as favorable as other charitable organizations in communicating the impact of their contribution, while 24.7% of respondents said that United Way of Waterloo County is more favorable. Fourteen percent (14.3%) of respondents said that United Way of Waterloo County is less favorable than other charitable organizations, and six respondents (2.2%) were unsure.



There is a strong correlation between the area, “Compared to other charitable organizations, - Communicating impact of your contribution,” and the following areas:

• Personal experience – Communicating impact of your contribution• Compared to other charitable organizations – Overall giving experience• Compared to other charitable organizations – Effectively using your contribution to make a

difference• Compared to other charitable organizations – Thanking you for your contribution• Compared to other charitable organizations – Process of donating/campaign/fundraising

The better respondents rated United Way of Waterloo County compared to other charitable organizations’ communicating impact of their contribution, the more likely they were to rate these areas better as well.

Chart 25Compared - Communicating Impact

2.2%

24.7

%

58.8

%

14.3

%

0%

10%

20%

30%

40%

50%

60%

70%

Morefavorable




44

Respondents who rated United Way of Waterloo County less favorably than other charitable organizations for any question were asked to explain why. Twenty percent (19.7%) of respondents chose “less favorable” than other charitable organizations for at least one question. Of the respondents who indicated “less favorable” for at least one question, ten did not provide an explanation. Explanations provided include:

5 RespondentsDon't know how contribution was used in the community

1 RespondentCommunication and thanking both need more work, although I don't expect a thank you! I am not sure what they're doing or if I received a thank you I am retired - was not contacted during drive for funds I do not recall ever getting feedback from United Way other than during recruitment drives. It's not a personal feeling, it's more like a "good" black hole. I don't like being strong-armed at work I don't think I've ever been thanked for my contribution after I've made it I felt the little stories featuring real people in the inset of the paper were very effective feedback, if you read the paper. It's something I do, but I'm not motivated to do it because of the presentation. It’s more because of what I saw my parents do. I get feedback I give now to the veterans and police I have more satisfaction in giving to causes I more strongly believe in I like choosing my specific charities and I see more directly their impact I only learned as a board executive, the scope of what is offered to the community in the way of services I prefer to give directly to the charities I support I was not thanked by UWWC, I was thanked by the specific agency I would want to receive a newsletter It's hard for United Way to give me a better experience than God gives me Live in Russell County Lots of pressure at work, have no idea who gets what and when My check, which was given in October, was not cashed until January, making balancing my checkbook annoying. No thank you letter was received, only a donation statement - pretty cold. My other charities give a higher percentage (80% to 99%) to the actual cause! Need more press time No one compares to Soup Kitchen in this area. Not a bad statement about United Way of Waterloo County No receipt for taxes None of my other contributions went to fundraising expense Not communicated Not your fault Only get annual statement Other charitable organizations are personable Other charities provide feedback and thanks Other organizations I support, money goes directly to benefit a family or friend's fundraising efforts. United Way donation comes out of biweekly paycheck with little thought as to how or where money is used. Over emphasis on "loaned executives," nothing for long term contributors Pressure to give Same groups, same money Their attitude is "you owe me" - turns a lot of people off Too impersonal Two times in the last 4 years, my payroll deduction for UW stopped because of the way pledges were taken at work. We used to have a brief presentation on UW and turned in a pledge card. Now must be shoved in with junk mail, no presentation

Donor Experience


45

Respondents were given three statements and asked which best describes how they donated to United Way of Waterloo County. Sixty-nine percent (68.8%) of respondents indicated that they donated to United Way of Waterloo County’s Community Fund or Impact Areas, while 28.0% of respondents indicated that they designated their contribution to a specifi c agency. Nine respondents (3.2%) have a Donor-Advised Philanthropy Fund.

Demographic categories with a signifi cantly higher percentage of respondents who donated to United Way of Waterloo County’s Community Fund or Impact Areas include: ZIP code 48319 (82.1%), and donated to United Way of Waterloo County for 16 to 24 years (81.3%).

The only demographic category with a signifi cantly lower percentage of respondents who donated to United Way of Waterloo County’s Community Fund or Impact Areas include: ZIP code 49153 (56.0%).

Respondents who designated their contribution to a specifi c agency were asked why. Of the twenty-eight percent (28.0%) of respondents who indicated that they designate their contribution to a specifi c agency, twelve did not provide an explanation. Explanations provided include:

8 RespondentsPersonal interest

5 RespondentsA family member is a client of the specified agency

4 RespondentsI feel strongly for certain organizations over others

1 Respondent - ContinuedUnited Way pushes for your money once a year, but after you give, you don't hear from them until the next campaign Very seldom gets a thank you notice or explanation of how contributions are distributed Workplace solicitation is not very personal Would like to see more media coverage throughout the entire year with outcomes from contributions and the impact it makes

Donor Experience

Chart 26How Donated to United Way of Waterloo County

% Respondents

I donated to United Way of Waterloo County’s Community Fund or Impact Areas

68.8%

I designated my contribution to a specific agency 28.0%

I have a Donor-advised Philanthropy Fund 3.2%Source: United Way of Waterloo County 2008 Donor Survey, question 30


46

Donor Experience

2 RespondentsBecause I want to know where it is going Church affiliation

1 RespondentAgency needed extra money for capital campaign And I am an active blood donor and the excessive need for disaster relief Because I at least know they get something, how much I have no idea what they get of what I give Because I believe in the YMCA and know they help people (kids) Because I don't support all the agencies that United Way funds Because I know if it's needed and how the money will be used Because of the commitment to children and their needs Believe in most important charities! Beneficiary of those agencies - children Can see outcomes Victim’s United - because battered women and children need our help Victim’s United makes a real impact in the lives of women and children who are abused Certain areas, mental health and the aging population, hold special meaning for me Feel cancer research is important Great need of agency I am a member of that agency's board I am a senior now I believe in the agency I work for and know it is money well spent I believe strongly that a battered woman needs the help before the scouts do I have a personal relationship with an agency I have not been able to do this for the last 3 years I like the choices given to specific areas; as a retiree I depend on the media for the drive I now split I see what the agencies do on a first-hand basis I split my donation up because I want to limit what goes to administration I trust this organization and value their mission I want it to go to more adult areas - they are overlooked - child related areas are always in the need I want to know it is being used to help people, not to push papers around an office I was helped by them Involved with Mankato House It's an easy way to give to groups that are important to me. I like to know specifically where my money is going. Irving County - I live there and there are less people to contribute there than in Waterloo County Know the agency does good work for what I am interested Like what Soup Kitchen does Love for some specific programs Meals on Wheels is a needed service for the elderly My husband and I volunteer at St. Paul’s and see first-hand what a great job they do One of the agencies a family member works for; the others impacted me personally Past experience with company/agency So I knew where it was going and stayed within my community Strong management, I know funds are going to be used appropriately They met my ideas of what charity should be UWWC does not have a priority or a plan for the community impact - just a pass through for funds. So I'll pass them through. Was implemented getting it started Worked to ensure continued funding for that program


47

Donor Experience

Respondents were asked if they recall receiving information from United Way of Waterloo County about how their United Way contribution is being used. Sixty-three percent (62.7%) of respondents said yes, they do recall receiving information, while 36.2% of respondents do not recall receiving information. Three respondents (1.1%) were unsure.

Demographic categories with a signifi cantly higher percentage of respondents who recall receiving information include: age 50 to 54 (76.1%), and household income$100,000 to $124,999 (77.3%).

Demographic categories with a signifi cantly lower percentage of respondents who recall receiving information include: age 35 to 44 (44.1%), age 45 to 49 (44.4%), and donated to United Way of Waterloo County for six to ten years (48.6%).

Chart 27Recall Receiving Information

62.7% Yes36.2% No1.1% Unsure/NA


Chart 28Thanked for 2007 Contribution

Respondents were asked if they were thanked for their 2007 charitable contribution to United Way of Waterloo County. Eighty-seven percent (87.1%) of respondents said yes, they were thanked for their contribution, while 9.3% of respondents said no, they were not thanked. Ten respondents (3.6%) were unsure.

There are no demographic categories with a signifi cantly higher percentage of respondents who were thanked for their 2007 contribution to United Way of Waterloo County.

Demographic categories with a signifi cantly lower percentage of respondents who were thanked for their 2007 contribution to United Way of Waterloo County include: age 45 to 49 (74.1%), and household income $125,000 to $149,999 (75.0%).

87.1% Yes9.3% No3.6% Unsure/NA



48

Donor Experience

Respondents were asked to indicate the top three ways they would like to be thanked or recognized for their participation as a donor. Sixty-one percent (61.3%) of respondents indicated as one of their top three ways that they would like to be recognized by a thank-you letter, and 52.0% of respondents indicated in the top three ways that they would like a receipt for tax purposes. Over fi fty percent (50.6%) of respondents said that no thanks is necessary, and 2.9% of respondents named other ways of being thanked or recognized in their top three.

Chart 29How to be Thanked or Recognized

Other ways named by respondents that they would like to be thanked or recognized for their participation as a donor include:

1 RespondentEmail Email newsletter letting us know what good things are happening Merchant or restaurant coupon or gift card Newspaper ad donated by newspaper with smiles from those who get help Newspaper publicity Publication of where money is being spent Spend more on helping organizations make an impact Would like to know how my money was spent

% Total % Respondents % Respondents % Respondents

Respondents First Second Third

Thank-you letter 61.3% 37.3% 18.3% 5.7%

Receipt for tax purposes 52.0% 24.4% 19.0% 8.6%

No thanks necessary 50.6% 30.1% 10.8% 9.7%

Annual recognition publication 8.9% 1.4% 3.9% 3.6%

Lapel pin 7.9% 1.1% 2.9% 3.9%

Thank-you phone call 7.9% 0.7% 3.6% 3.6%

Small gathering reception 3.6% 1.1% 1.8% 0.7%

Recognition lunch or dinner 3.3% 0.4% 0.4% 2.5%

Small gift 1.1% 0.0% 0.4% 0.7%

Other 2.9% 1.1% 1.1% 0.7%

Unsure/NA 2.5% 38.0% 60.2%

Source: United Way of Waterloo County 2008 Donor Survey, question 28*Responses total more than 100%, as respondents were able to name up to three ways they would like to be thanked


49

Respondents were given four statements and asked to indicate which best describes their loyalty to United Way of Waterloo County. Forty-six percent (46.2%) of respondents selected “I have always supported United Way of Waterloo County and will always support United Way of Waterloo County,” followed by 44.8% of respondents who selected “I will most likely support United Way of Waterloo County in the future.” Seven percent (7.2%) of respondents were not sure if they would support United Way of Waterloo County in the future, and fi ve respondents (1.8%) only donate to United Way of Waterloo County because their employer requires them to.

Supporting United Way of Waterloo County

Chart 30Loyalty to United Way of Waterloo County

% Respondents

I have always supported UWWC and will always support UWWC 46.2%

I will most likely support support UWWC in the future 44.8%

I am not sure if I will support UWWC in the future 7.2%

I only donate to UWWC because my employer requires me to 1.8%

Demographic categories with a signifi cantly higher percentage of respondents who always have and always will support United Way of Waterloo County include: household income of $150,000 to $199,999 (68.0%), and donated to United Way of Waterloo County for 25 years or more (60.5%).

Demographic categories with a signifi cantly lower percentage of respondents who always have and always will support United Way of Waterloo County include: age 35 to 44 (32.4%), and donated to United Way of Waterloo County for six to ten years (32.4%).



50

Respondents were asked to indicate how much they gave to United Way of Waterloo County in the 2007 campaign. Over fi fty-four percent (54.5%) of respondents gave $100 to $500, while 20.1% of respondents gave $501 to $999. Nineteen percent (19.4%) of respondents gave $1,000 to $9,999, and 1.8% of respondents gave $10,000 or more. Four respondents (1.4%) refused to provide this information.

There are no demographic categories with a signifi cantly higher percentage of respondents who gave $100 to $500 to United Way of Waterloo County in the 2007 campaign.

The only demographic category with a signifi cantly lower percentage of respondents who gave $100 to $500 is: household income $200,000 and over (20.0%).


Chart 31Amount Given to United Way of Waterloo County in 2007

% Respondents

Less than $99 2.9%

$100 to $500 54.5%

$501 to $999 20.1%

$1,000 to $1,499 12.2%

$1,500 to $1,999 2.2%

$2,000 to $2,499 2.5%

$2,500 to $4,999 1.8%

$5,000 to $9,999 0.7%

$10,000 or more 1.8%

Refused/NA 1.4%



51

Respondents were also asked how much their 2007 contribution to United Way of Waterloo County increased over their 2006 contribution. Forty-fi ve percent (45.2%) of respondents said their contribution did not increase, and 26.9% of respondents said their contribution increased one to fi ve percent. Ten percent (10.4%) of respondents said their contribution increased six to ten percent, and 7.5% of respondents said their contribution increased eleven percent or more. Five percent (5.4%) of respondents did not contribute in 2006, and thirteen respondents (4.7%) were unsure.


Chart 32Increase in 2007 United Way of Waterloo County Contribution

% Respondents

No increase/same amount 45.2%

Increased 1% to 5% 26.9%


Increased 11% or more 7.5%

First contribution/did not contribute to UWWC in 2006 5.4%

Refused/NA 4.7%


Demographic categories with a signifi cantly higher percentage of respondents whose contribution did not increase include: age 65 to 74 (57.9%), and retired (66.7%).

Demographic categories with a signifi cantly lower percentage of respondents whose contribution did not increase include: age 35 to 44 (32.4%), age 50 to 54 (26.1%), and household income $200,000 and over (24.0%).


52

Respondents were then asked what would motivate them to increase their contribution to United Way of Waterloo County. Responses given include:

49 RespondentsIncrease in income

6 RespondentsAbility to give

2 RespondentsFinancial stability If I had more to give, I would If I were employed

1 RespondentA decision to increase the total amount I give to charity over the year A personal connection A stronger stand with member agencies (i.e. Boy Scouts) regarding discrimination based on sexual orientation Accountability Already at 10% Already did increase it Already give enough, over $8,000 through the last 41 years As a retired person, I cannot give any more As I learn more about the recipients of the funds and if I feel like my contributions are making a positive difference At my limit Being made aware of needs and member agency goalsBelieving an increased contribution would make a specific difference to an agency whose work I value Better business climate Better relationship with Christian organizations Clean, convincing evidence of greater need and likely success Depends on my funds available Directly needing the services of one of the organizations for me or my family Even more Financial circumstances at home Find the Fountain of Youth - I'm 90 years old! Hit the lottery I can't increase it at this time I gave all I could afford to I give to other groups, so I spread donations around I give to the same charities whether through UWWC or outside of it. I do UWWC because my employer encourages it and I would give it anyway I increased commensurate with my earnings I probably wouldn't at this time because I'm close to retirement I usually increase $1 per pay per year I wanted to contribute a certain amount to a specific charity and also give some to the general fund I was asked by Dave White to increase my contribution I will never give again I would not increase as I am comfortable with my contribution If I knew people like my son without health care could get the care and help with the medical funds If some serious needs arose or new programs needed to be implemented that I felt very strongly about If UWWC worked on targeting a few highly needy agencies I'm giving my fair share



53

1 Respondent - continuedImpact it could make Improved economy In order to do so, I would need to have a better job or work full-time Information on how the money is benefiting community organizations Involvement with United Way - If involved you give and give more Just have a certain percentage taken from my checks. I made more so you got more. Matching funds More actively involved More connection to a specific purpose or use of my donation. My kids and I don't see where the money is going. More contests, pins, recognition. More detailed information about the finances of UWWC More effective events More honest campaign reporting - need to talk about the real issue - not enough unrestricted dollars More information on activities and results of those activities More of the same involvement by board Motivated to help local needs My husband wanted to give also, we raised my gift to gift to do that My increase is due to my experience. I would give more if I could. My money actually going where designated or give a good reason why it didn't Need to see United Way dollars at work Nothing, I am on a limited fixed income - Social Security and a retirement pension Nothing, I base my gift on what I earn Nothing. Through my participation in Kiwanis, I have helped UWWC in its annual Day of Caring. Notices on time Outreach programs Perhaps feedback about benefits. But maybe not. Also, giving to Boy Scouts more. Stop cutting them. Start adding them. Probably nothing. I have specific charities I donate directly to. Any increase will to go them. Reduced obligation to other charities, especially to the MADD Retired and live away from Waterloo County half the time Retired; giving will depend on financial ability Some idea of what my money is doing Special interest Special need or impact area that I can relate personally to Specific information about what my money does To be able to designate what/where I would like my donation to go Usual increase - the car incentive also Winning the lottery or "selling my kids" Would like to see a report on the actual dollars that each organization receives



54


Respondents were asked what the best way is for them to make a contribution to United Way of Waterloo County. Sixty-nine percent (69.2%) of respondents said the best way is through an employer/payroll deduction, while 20.4% of respondents said the best way for them to make a contribution is by mail. Four percent (3.9%) of respondents said that a United Way of Waterloo County representative is the best way to contribute, and 2.5% of respondents said the Internet. Four respondents (1.4%) were unsure.

Demographic categories with a signifi cantly higher percentage of respondents who said the best way to make a contribution is through an employer/payroll deduction include: age 45 to 49 (85.2%), age 50 to 54 (89.1%), and age 55 to 64 (81.9%).

Demographic categories with a signifi cantly lower percentage of respondents who said the best way to make a contribution is through an employer/payroll deduction include: age 65 to 74 (34.2%), retired (10.0%), and household income $200,000 and over (56.0%).

Chart 33Best Way to Contribute

% Respondents

Employer/payroll deduction 69.2%

Mail 20.4%

UWWC representative 3.9%

Internet/website 2.5%

Donor-advised Philanthropy Fund 1.8%

Check 0.4%

Credit card 0.4%

Unsure/NA 1.4%



55


Respondents were asked what percentage of their total 2007 charitable contributions was to United Way of Waterloo County. Over forty percent (40.5%) of respondents gave one percent to ten percent of their total 2007 charitable contributions to United Way of Waterloo County, followed by 18.6% of respondents who gave 75% to 100% of their total charitable contributions to United Way of Waterloo County. Fourteen percent (14.0%) of respondents gave 11% to 24% to United Way of Waterloo County, and ten respondents (3.6%) refused to provide this information.

Demographic categories with a signifi cantly higher percentage of respondents who gave one percent to ten percent of their total 2007 charitable contributions to United Way of Waterloo County include: age 65 to 74 (60.5%), and retired (70.0%).

Demographic categories with a signifi cantly lower percentage of respondents who gave one percent to ten percent of their total 2007 charitable contributions to United Way of Waterloo County include: ZIP code 49153 (24.0%), and household income $150,000 to $199,999 (24.0%).

Chart 34Percent of Total Contributions to United Way of Waterloo County

% Respondents

1% to 10% 40.5%

11% to 24% 14.0%

25% to 49% 11.5%

50% to 74% 11.8%

75% to 100% 18.6%

Refused/NA 3.6%



56

Respondents were asked if they made charitable contributions to other charitable organizations, how much they gave to all charitable organizations in 2007. Twenty percent (20.1%) of respondents gave $2,500 to $4,999, while 12.2% of respondents gave $10,000 or more. Twelve percent (11.8%) of respondents each gave $100 to $500, and $5,000 to $9,999. Fourteen respondents (5.0%) refused to provide this information.

Demographic categories with a signifi cantly higher percentage of respondents who gave $2,500 to $4,999 include: household income $150,000 to $199,999 (36.0%), and household income $200,000 and over (36.0%).

The only demographic category with a signifi cantly lower percentage of respondents who gave $2,500 to $4,999 is: household income $75,000 to $99,999 (7.0%).

% Respondents

Less than $99 2.5%

$100 to $500 11.8%

$501 to $999 10.4%

$1,000 to $1,499 11.5%

$1,500 to $1,999 6.1%

$2,000 to $2,499 8.6%

$2,500 to $4,999 20.1%

$5,000 to $9,999 11.8%

$10,000 or more 12.2%

Refused/NA 5.0%

Chart 35Amount Given to All Charitable Organizations in 2007




57


Next respondents were asked how much all of their charitable contributions increased in 2007. Thirty-eight percent (38.4%) of respondents increased their total charitable contributions one percent to fi ve percent, while 35.5% of respondents did not increase their contributions. Over eleven percent (11.5%) of respondents increased their contributions six to ten percent, while 10.8% of respondents increased their contributions eleven percent or more. Eleven respondents (3.9%) refused to provide this information.

There are no demographic categories with a signifi cantly higher percentage of respondents who increased their total charitable contributions one percent to fi ve percent.

Demographic categories with a signifi cantly lower percentage of respondents who increased their total charitable contributions one percent to fi ve percent include: ZIP code 49153 (24.0%), and household income $150,000 to $199,999 (24.0%).

Chart 36Increase in All Charitable Contributions in 2007

% Respondents

No increase/same amount 35.5%



Increased 11% or more 10.8%

Refused/NA 3.9%



58

Respondents were asked what is most important when deciding to make a charitable contribution. Eighty-seven percent (87.1%) of respondents said effectively using their contribution to make a difference is most important when deciding to make a charitable contribution, while 6.8% of respondents said communicating the impact of their contribution is most important. Four respondents (1.4%) said being thanked for their contribution is the most important, and three respondents (1.1%) said the process of donating/campaign/fundraising is the most important. Ten respondents (3.6%) named other things they feel are most important when deciding to make a charitable contribution.

Chart 37Most Important When Making a Charitable Contribution


% Respondents

Effectively using your contribution to make a difference 87.1%

Communicating impact of your contribution 6.8%

Thanking you for your contribution 1.4%

Process of donating/campaign/fundraising 1.1%

Other 3.6%

The only demographic category with a signifi cantly higher percentage of respondents who said effectively using their contribution to make a difference is most important is: ZIP code 49153 (100.0%).

There are no demographic categories with a signifi cantly lower percentage of respondents who said effectively using their contribution to make a difference is most important.

Other responses provided that respondents feel are most important when deciding to make a charitable contribution include:

3 RespondentsA good cause with a purpose I believe in

2 RespondentsGive to the church

1 RespondentGive local, directly to people in need rather than an agency - too much red tape/bureaucracy Personal connection to those who are giving and receiving The greatest amount is given to specifically Christian charities - first our church, then other Christian causes. However, we also do contribute to secular charities which make a positive contribution. Type of charitable cause When I can see physical evidence of its impact



59


Respondents were also asked how likely they are to volunteer with United Way of Waterloo County. An average was then calculated on a scale from one to fi ve, where one indicates very likely, and fi ve indicates very unlikely.

How likely are you to volunteer with United Way of Waterloo County? (275 respondents – 2.71 average)

Chart 38Likelihood of Volunteering with United Way of Waterloo County

Twenty-nine percent (28.7%) of respondents said they are somewhat likely to volunteer with United Way of Waterloo County, followed by 27.6% of respondents who are neither likely nor unlikely to volunteer. Nineteen percent (19.0%) of respondents are very likely, and 15.1% of respondents are very unlikely. Eight percent (8.2%) of respondents are somewhat unlikely, and four respondents (1.4%) were unsure.

Demographic categories with a signifi cantly better average include: age 35 to 44 (2.21), not employed currently (1.25), and household income $200,000 and over (2.16).

Demographic categories with a signifi cantly worse average include: ZIP code 46368 (3.29), age 75 and older (3.47), retired (3.39), and household income $75,000 to $99,999 (3.14).

% Respondents

Very likely 19.0%

Somewhat likely 28.7%

Neither likely nor unlikely 27.6%

Somewhat unlikely 8.2%

Very unlikely 15.1%

Unsure/NA 1.4%



60

Respondents were asked how they would like to receive information from United Way of Waterloo County. Forty-nine percent (48.7%) of respondents would like to receive information in a donor newsletter, followed by 23.7% of respondents who would like information through email/Internet/website. Twenty percent (19.7%) of respondents would like information through the annual report, and 15.4% of respondents would like information in a newspaper. Ten respondents (3.6%) named other ways they would like to receive information, and six respondents (2.2%) were unsure.

Communication

% Respondents

Donor newsletter 48.7%

Email/Internet/website 23.7%

Annual report 19.7%

Newspaper 15.4%

Radio 1.1%

Telephone 0.7%

Conferences/workshops 0.7%

Text message 0.4%

Other 3.6%

Unsure/NA 2.2%

Chart 39How to Receive Information

Source: United Way of Waterloo County 2008 Donor Survey, question 35*Responses total more than 100%, as respondents were able to name all ways they would like to receive information

Other ways respondents would like to receive information include:

4 RespondentsMail

2 RespondentsEmployer

1 RespondentAs a presentDon’t botherI’ll see it if I lookPersonal meeting


61

When asked how often they would like to receive information from United Way of Waterloo County, 45.9% of respondents said annually. Twenty-fi ve percent (25.1%) of respondents said they would like to receive information twice a year, followed closely by 24.0% of respondents who would like to receive information quarterly. Eight respondents (2.9%) would like to receive information monthly, and six respondents (2.2%) were unsure.

Demographic categories with a signifi cantly higher percentage of respondents who would like to receive information annually include: age 65 to 74 (65.8%), household income $100,000 to $124,999 (61.4%), and donated to United Way of Waterloo County for 25 years or more (59.7%).

Demographic categories with a signifi cantly lower percentage of respondents who would like to receive information annually include: ZIP code 49153 (32.0%), age 35 to 44 (23.5%), household income $125,000 to $149,999 (33.3%), and household income $200,000 and over (32.0%).

Respondents were also asked what information they would like to receive from United Way of Waterloo County. Respondents were able to list as many types of information as they wanted.

24 RespondentsImpact of contribution

11 RespondentsWho receives funds

7 RespondentsSuccess stories of who has been impacted and how

6 RespondentsHow money is used at different agencies

5 RespondentsFinancial report

2 RespondentsHow money is being spent; success stories of recipients

Communication

Chart 40How Often to Receive Information

45.9

%

2.2%

2.9% 24

.0%

25.1

%

0%

10%

20%

30%

40%

50%

60%

Monthly Quarterly Twice ayear

Annually Unsure/NA



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1 RespondentA progress report of activities Agency operations - also regarding member agencies Agency profiles/input of United Way dollars Agency websites and phone numbers An occasional newsletter Annual results Breakdown of how contributions are distributed Brochure Campaign updates, success stories, impact stories Charities receiving funds, impact, annual report Community fundraising updates Concrete evidence of agency benefits Current events Current information provided is fine Day of Caring information Distribution of funds allocation Effective use of donated funds and future needs Effectiveness of help given Financial statements/distribution of funds Financial, volunteer opportunities General news and updates on specific programs How contributions are not used for fundraising dinners How contributions satisfy the needs of the various agencies How donations are resulting in new programs as well as supporting established programs How funds are being spent - not words, actions. How many persons were helped by all of the gifts given by United Way of Waterloo County How money is distributed to various agencies and programs How money is used. Changes agencies can put in place with donating How the money is being used, including administrative expenses How the money was distributed and letter with amount for taxes received in December How the organization benefitted from my contribution and what the needs are in our community How to donate How United Way helps the people in the county I do not care to be contacted I would like to know how much goes to the charities and how much United Way spends to exist I'd like more information about services offered, highlight agencies Impact - services, agencies, service data, amount of collection, human interest stories Important updates about various agencies' progress in their goal achievements Income and expenditures Information about exceptional impact of United Way on an organization or individual Information about new initiatives and how dollars were spent Information on finance and organizations supported/assisted Just what I am getting Keep visual in newspaper to get more people to give Knowledge about nonprofit organizations in our town and county List of agencies and funding amounts Money to agencies and outcomes, results of projects through website updates More specific information about the difference UWWC is making in the community My contribution amount/tax receipt and where it was used Needs and how they're being met New goals and projects New programming/ideas

Communication


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1 Respondent - continuedNewsletter Organizations receiving funds, percentage distribution of funds Overall contributions, agencies, impact Percentage they give to each group, what new groups have been added Pick a few charities in each issue and provide a brief look at what they do Progress throughout the year Read an account in the newspaper Report of what happened the prior year Results of donation, i.e. number of families/persons impacted Social and financial impact Specific stories of changed lives Specific uses of funds used by agencies and volunteer services provided Status of project, where my money is spent. List of volunteer opportunities, meetings to participate in UWWC Tell me how the organization is doing The information I already receive The information received at my employer's United Way drive was sufficient The work of the agency, tell the good news Total amount raised, amount distributed, who was helped United Way impact vs. community needs Upcoming events Updates on agencies supported Updates on organizations Ways in which United Way support helped specific agencies achieve goals What agencies are being helped - stories What are the needs? What different groups are doing and which ones need volunteer or monetary help What is going on with UWWC? What it's doing in helping the less fortunate What percentages of contributions are going for what What portion of donation goes to administration and what to designated areas What they are doing to help the community What they are doing, changes being made in people's lives What types of organizations are being helped and what are future organizations What we are getting is perfect What you're doing, what you're spending, and why. Show the need. Where and why certain funds went to certain organizations than others Who they are helping and why they are helping them

Communication


64

Respondents were next asked if they had visited United Way of Waterloo County’s website at www.uwwc.org in the past year, and if they found the information they had been looking for. Sixty-seven percent (67.4%) of respondents have not visited the United Way of Waterloo County website in the past year, while 31.9% of respondents did visit the website and found the information they were looking for. Two respondents (0.7%) visited the website and did not fi nd the information they were looking for.

The only demographic category with a signifi cantly higher percentage of respondents who have not visited the United Way of Waterloo County website is: household income $75,000 to $99,999.

Demographic categories with a signifi cantly lower percentage of respondents who have not visited the United Way of Waterloo County website include: household income below $50,000 (50.0%), and household income $200,000 and over (48.0%).

Respondents who visited the United Way of Waterloo County website but did not fi nd the information they were looking for were asked what information they were looking for. Responses provided include:

2 RespondentsWhere the money was spent and how much to each area

Communication

Chart 41Found Information at United Way of Waterloo County Website

31.9% Yes

0.7% No

67.4% Did not visit



65

Respondents who had participated in a workplace campaign in 2007 were asked two questions about the United Way of Waterloo County campaign conducted in the workplace. Of the 279 respondents who completed the Donor Survey, 202 participated in a workplace campaign.

Respondents who had participated in a workplace campaign were fi rst asked about their satisfaction with the workplace campaign. An average was then calculated on a scale from one to fi ve, where one indicates very satisfi ed, and fi ve indicates very dissatisfi ed.

How satisfi ed were you overall with your company’s United Way fundraising campaign? (200 respondents – 2.03 average)

Workplace Campaign

Chart 42Satisfaction with Workplace Fundraising Campaign

Over forty-one percent (41.6%) of respondents were very satisfi ed with their company’s United Way fundraising campaign, followed by 26.7% of respondents who were somewhat satisfi ed. Twenty-two percent (22.3%) of respondents were neither satisfi ed nor dissatisfi ed. Five percent (5.0%) of respondents were very dissatisfi ed, and 3.5% of respondents were somewhat dissatisfi ed. Two respondents (1.0%) were unsure.

The only demographic category with a signifi cantly better average is: employed part-time (1.50)


Respondents who indicated somewhat dissatisfi ed or very dissatisfi ed were asked to explain why. Responses given include:

Somewhat dissatisfiedCompany minimizes time for United Way I felt more people should participate It comes out the wrong time of year It was done poorly and haphazardly Not a good presentation She was not very well informed Tired of watching the video

% Respondents

Very satisfied 41.6%

Satisfied 26.7%

Neither satisfied nor dissatisfied 22.3%

Dissatisfied 3.5%

Very dissatisfied 5.0%

Unsure/NA 1.0%



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Very dissatisfied"You owe me" approach Company minimizes time for United Way Felt strong-armed I do not need a free lunch, car, or airplane. I just want to help. I felt more people should participate It came out of my check; paper pushed in face No approach No soliciting policy Too much pressure! Unsure/NA

Workplace Campaign

Chart 43How Contribution was Influenced

In addition, respondents who had participated in a workplace campaign were asked how the workplace campaign infl uenced their contribution to United Way of Waterloo County. Sixty-four percent (63.9%) of respondents said that the workplace campaign did not infl uence their contribution, while 33.7% of respondents said that the workplace campaign infl uenced their contribution positively. Five respondents (2.5%) said that the workplace campaign infl uenced their contribution negatively.

There are no demographic categories with a signifi cantly higher percentage of respondents who said the workplace campaign did not infl uence their contribution.

The only demographic category with a signifi cantly lower percentage of respondents who said the workplace campaign did not infl uence their contribution is: donated to United Way of Waterloo County for six to ten years (51.7%).

33.7

%

63.9

%

2.5%

0%10%20%30%40%50%60%70%80%

Influencedpositively

Did notinfluence

Influencednegatively



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Respondents whose contribution was infl uenced positively or negatively were asked to explain how the workplace campaign infl uenced their contribution in such a way. Responses given include:

Positively influencedActivity percentage All co-workers support UWWC's reach in the community By asking! Community giving Confirmed that United Way does great work Early on in career - I've seen less and less of United Way communication Easy to donate (4 respondents) Employer's incentive (5 respondents) Face-to-face contact is important Getting the information Have to give Having people talk to you I am expected to give I feel everyone who works in a United Way agency should contribute I might not have given otherwise (3 respondents) I'm able to make small payments from each paycheck which don't affect my lifestyle, but add up Increased amount given Informative video Informative; personable Inspiring video It was easy to give, I agree with most causes, and it makes my employer happy Keeps me participating (3 respondents) Knowing that more people working together can do more Opportunity to donate (2 respondents) Part of the team Peer pressure Promoted the goal; had raffles to reach goal Reminder to give (2 respondents) Saw the impact (3 respondents) The fact that people I respect were so all-out in endorsing the United Way The only employee contributing They answered some questions very informally They push Unsure/NA (18 respondents) UWWC was presented as very worthy of our support Video

Negatively influencedI thought the video was poor. Did not inspire you to give. A few years ago when a Victim’s United victim featured was powerful. Pressure to give Their mindset is too demanding; approach is entitlement Too much pressure - enough already!! Unsure/NA

Workplace Campaign


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Respondents were provided with an opportunity to include any comments, concerns, or suggestions. Comments by respondents include:

1 RespondentA lot of how I feel about United Way comes from watching my parents contribute and be involved when I was growing up - like a family tradition. Anything else UWWC can do to bolster the mental health programs/needs of the community would make a significant impact Because we are new in the community, I left many questions blank (no knowledge on which to base an answer) Campaigns are done at workplace - distribute things like this there too and give $.82 per person. I find that a waste of fund money! I think overall, United Way does a great job and I am proud to be a part of it all. Do more updates and information through website and emails - saves postage and related costs to apply to current needs. Do you provide a memorial of people who receive services from a UWWC agency but passed away - just a list of names in a donor newsletter and only at the end of the year? Don’t wait until January to cash checks Filling this out makes me realize that I know nothing. However I’m not sure I want to know more. This contribution feels like my good citizenship, not a personal gift. I am a Sherman County resident. I do contribute to the United Way and have for many years. Thanks.I am interested in seeing the results of this survey I am not sure I understand or care for the combining of some functions with Sherman County I commute to Pratt. The only reason I started supporting UWWC instead of Pratt United Way is that a UWWC volunteer handed out information and contribution forms at Metro Station. She convinced me to contribute locally. I could not answer all the questions. To be honest, I don’t know what United Way of Waterloo County does with donations in the community. Just would like to know the “how and where” at times. I don’t believe receptions, gifts, etc. should be given to donors unless the cost is underwritten I don’t like surveys - especially this long and repetitive I don’t need to be thanked for my contribution, I hope that new organizations are considered for my contribution. I have always donated to United Way. Just started working in Waterloo County five years ago I have given to United Way for 40 years, as I have moved around. Great organization. I have witnessed some organizations that receive money from United Way use it in very unintelligent ways. That is why I only donate to a specific organization I hope that this consulting group is doing this survey for free. I live and give in Russell County. This is what I signed up for years ago. Now I wonder where my money went for the last 38 years!I think it is important when you ask “Would you like to volunteer?” that an effort is made to seek these people out. Also, who wants to give when you can’t even acknowledge your donors? I think this is a very good survey - should provide some useful results I will retire in two years and will no longer donate. Couldn’t you have found a way to keep this money in Waterloo County? I would like to see more involvement from other towns besides Valparaiso with the fundraising efforts In general, I feel UWWC is doing a great job! Please forgive any negative comments - they are sincere though. Keep up the good work. I will get involved post-retirement. It is a good organization.Keep up the good work Keep up the good work and think out of the box - do more!

Miscellaneous Comments


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Miscellaneous Comments

Last year, I read an article in the local newspaper about the United Way of Waterloo County supporting an effort to have the President and Congress approve additional funding for health care for needy children and others. I believe the program was called SHIPP (or something like that). It was not that the President wanted to eliminate or cut funding, the question was how much additional funding should be provided. There were legitimate reasons to restrict the amount of additional funding. This issue became very political and emotional. As a nonprofit organization, I do not feel the United Way should be taking positions on such issues. While both sides may have good reasons for their positions, the United Way should remain independent. Maybe a letter once a year to show how contributions are helping this community. Money should not be wasted with too much communication. Need to honestly address the problem with designation and the impact on allocation. UW is not raising enough unrestricted dollars - agencies are going to lose interest Please keep up the good work Put Impact in Sherman County located in Preston back on your list and I will give again Show results! Show programs that benefitted, not just agency. Communicate that United Way dollars are needed to assist agencies - most seem they do not need United Way dollars. Survey only once every 5-10 years - save our money! Thank you Thanks! The staff is genuine and efficient - caring. However, they take care of business. Good leaders and role models. This form is way too long - needs to be more concise for people to take the time to fill it out! If you want a lot of feedback, shorten this! To Whom It May Concern: Thank you for your recent survey regarding the United Way. I am hard pressed to complete this survey because I don’t know how to answer the questions. In reading through the questionnaire, I realize I don’t know anything about what the United Way does. I never hear anything about how the money was spent, whom it was spent on, or to what benefit my donation made to the community. In fact, after I send in my check, I never hear anything from the United Way until they want money again. I’m beginning to realize that this doesn’t make any sense. I’m not sure why I am giving money except on the reputation of the United Way. Maybe this needs to be reconsidered.Understand from someone involved with United Way that Sharon Kish has done a great job United Way is a wonderful organizations that does a lot for a lot of people. I am grateful and proud to be a contributor to your organization! UWWC has a dynamite Board of Directors. It is an honor to serve UWWC. I no longer live or work in Waterloo County, which is the only reason I will not be a future donor. Best of luck in the future. We need successful UW campaigns for nonprofits! When the campaign materials came out, there is no statement of the current pledge or payroll deduction. This makes renewing or increasing a hassle - having to look it up. When you designate, I think we should go back to receiving letters so you know the designated charity did receive it. Why is my survey about UWWC being sent to Michigan? Can’t you use a Waterloo County agency or company? Will UWWC have a town meeting to discuss future efforts in communities in Waterloo County? Could a dialog be established with concerned contributions?


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71

Conclusions

Based on the results presented in this report, the following conclusions have been developed:

Donor Demographics. While over half (54.1%) of respondents were age 50 to 64, nearly twenty percent (19.3%) of respondents were age 65 or older. Three-quarters (78.9%) of respondents are employed full-time, and nearly half (46.7%) of respondents have a household income of $100,000 or more.

In addition, sixty percent (59.9%) of respondents are long-term donors to United Way of Waterloo County (16 years or more). This indicates that respondents have developed a loyalty to United Way of Waterloo County.

Overall Opinion. Ninety-seven percent (96.8%) of respondents have a very favorable or somewhat favorable overall opinion of United Way of Waterloo County. Just over two percent (2.5%) of respondents have a somewhat unfavorable or very unfavorable opinion of United Way of Waterloo County. When respondents with a somewhat unfavorable or very unfavorable opinion were asked to explain why, the most common responses referenced funding choices.

Similarly, when asked how well United Way of Waterloo County is achieving its mission, 89.6% of respondents said very good or good, and 8.2% of respondents said fair. In fact, there is a strong correlation between United Way of Waterloo County achieving its mission and favorable overall opinion. Respondents age 65 to 74 rated United Way of Waterloo County signifi cantly better in achieving its mission, suggesting that older givers have a better perception of United Way of Waterloo County.

Eighty-three percent (83.1%) of respondents are very satisfi ed or satisfi ed with the value they receive in return for their contribution. However, this leaves 15.8% of respondents who are dissatisfi ed, very dissatisfi ed, or neither satisfi ed nor dissatisfi ed. This percentage is higher than the percentage of respondents with an unfavorable opinion and the percentage of respondents who do not feel United Way of Waterloo County is achieving its mission, indicating that respondents are questioning the value of their contribution despite an overall favorable opinion.


72

Conclusions

Expectations. Respondents were asked to rate their personal experience with United Way of Waterloo County in fi ve different areas. These areas, in order from best rating to worst rating are:

• Thanking you for your contribution• Effectively using your contribution to make a difference• Process of donating/campaign/fundraising• Overall giving experience• Communicating impact of your contribution

The personal experience area, “Communicating impact of your contribution,” has the highest percentage of respondents who indicated that United Way of Waterloo County did not meet expectations (12.5%). This shows that respondents would like more information about what their contribution does in the community. Furthermore, there are no signifi cant demographic differences in this area, indicating that respondents feel the same across all demographic groups.

Respondents were asked to rate the same fi ve areas, compared to other charitable organizations they support. Again, “Communicating impact of your contribution,” received the lowest rating, with the highest percentage of respondents indicating that United Way of Waterloo County is less favorable than other charitable organizations (14.3%).

Communication. When asked if they recall receiving information from United Way of Waterloo County about how their contribution is being used, 62.7% of respondents said yes. This is a large difference from the rating of “Communicating impact of your contribution,” in which 83.9% of respondents said that United Way of Waterloo County exceeded expectations or met expectations.

Respondents were also asked if they were thanked for their 2007 contribution to United Way of Waterloo County. Eighty-seven percent (87.1%) of respondents said yes. This is similar to the 91.4% of respondents who indicated that in their personal experience, United Way of Waterloo County exceeded expectations or met expectations in thanking them for their contribution.

When asked how often they would like to receive information from United Way of Waterloo County, over half (52.0%) of respondents indicate they would like to receive information at least twice a year. The most common information that respondents would like to receive is information on the impact of their contribution.


73

Conclusions

Contributions. While sixty percent (60.7%) of respondents increased their contribution to all charitable organizations, only 44.8% of respondents increased their contribution to United Way of Waterloo County.

When asked about the amount of their 2007 charitable contributions, 54.5% of respondents said they give $100 to $500 to United Way of Waterloo County, while only 2.5% of respondents gave $5,000 or more. However, when asked about their total charitable contributions, 24.0% of respondents gave $5,000 or more. Of those who gave $5,000 or more to all charities, only 10.4% gave $5,000 or more to United Way of Waterloo County, and 47.8% gave $100 to $500 to United Way of Waterloo County. This shows that while respondents have the means to give large amounts, their contributions are being made to organizations other than United Way of Waterloo County and there is opportunity for United Way of Waterloo County to increase their donors’ investment.

In fact, of the 279 donors who completed the survey, 126 did not increase their contribution to United Way of Waterloo County, of which 52 respondents (41.3%) gave more to all charities. Of those 52 respondents who increased their contribution but not to United Way of Waterloo County (from hereon referred to as ICBNUWWC respondents), 7.7% said United Way of Waterloo County exceeded their expectations compared to 19.4% of all respondents, and 13.5% said United Way of Waterloo County is more favorable than other charitable organizations compared to 26.5% of all respondents. Furthermore, ICBNUWWC respondents, 71.2% gave one percent to ten percent of their total charitable contributions to United Way of Waterloo County compared to 40.5% of all respondents. This indicates that United Way of Waterloo County needs to increase donors’ investment in United Way of Waterloo County. Also, ICBNUWWC respondents, 26.9% are retired, compared to 10.8% of all respondents. This still leaves three-quarters of respondents, however, that are employed.

In addition, it is interesting to note that 98.1% of ICBNUWWC respondents were thanked for their 2007 contribution, compared to 87.1% of respondents. Therefore, thanking donors does not provide enough motivation to encourage them to give more.

Workplace Campaign. Respondents who had participated in a 2007 workplace campaign were asked about their overall satisfaction with the workplace campaign. While two-thirds (68.3%) of respondents were very satisfi ed or satisfi ed, 8.0% of respondents were dissatisfi ed or very dissatisfi ed. However, when asked how the workplace campaign infl uenced their contribution, only 2.5% of respondents said that their contribution was negatively infl uenced. One-third of respondents (36.2%) were infl uenced at all (positively or negatively) by their company’s workplace campaign, while two-thirds (63.9%) of respondents were not infl uenced by the workplace campaign.


74


75

Appendices

United Way of Waterloo County 2008 Donor Survey ................ 77

Perspectives Consulting Group, Inc. ....................................... 81


76


77


2008 Donor SurveyUnited Way of Waterloo County is asking donors for your opinion about their performance andpriorities. Your input is very important to the success of United Way of Waterloo County.

This survey is anonymous, and your confidentiality will be maintained as the results will be tabulated byPerspectives Consulting Group, Inc., an independent research firm. The individual surveys will notbe seen by anyone outside Perspectives Consulting Group, Inc. Using a pen or pencil, please fillin your answers completely.

Mis

sio

n a

nd

Im

pa

ct 1. Thinking about everything you know, what is your overall opinion of United Way of Waterloo County?

1 Very favorable 2 Somewhat favorable 3 Somewhat unfavorable 4 Very unfavorable

2. What is the main reason you feel this way? Please be as specific as possible. _________________________________________________________________________________________

_________________________________________________________________________________________

3. The mission of United Way of Waterloo County is “To improve lives by mobilizing the caring power of the Waterloo County community.” Considering everything you know about United Way of Waterloo County, how well do you feel it is achieving its mission?

1 Very good 2 Good 3 Fair 4 Poor 5 Very poor

4. How effective is United Way of Waterloo County as a leader in addressing critical community needs? 1 Very effective 2 Somewhat effective 3 Neither effective nor ineffective 4 Somewhat ineffective 5 Very ineffective

5. How would you rate your satisfaction with the value you receive from United Way of Waterloo County in return for your contribution?

1 Very Satisfied 2 Satisfied 3 Neither satisfied nor dissatisfied 4 Dissatisfied 5 Very dissatisfied

6. Do you know that United Way of Waterloo County requires outcome measures and financially monitors the agencies they fund and the initiatives they lead?

1 Yes 2 No

7. How likely are you to recommend United Way of Waterloo County to your friends and colleagues? 1 Very likely 2 Somewhat likely 3 Neither likely nor unlikely

4 Somewhat unlikely 5 Very unlikely

8. Thinking about why you made a contribution to United Way of Waterloo County in 2007, check the TOP THREE statements that best describes you. I gave because:

1 I derive satisfaction from giving 2 I receive recognition for my gift 3 I have a tradition of giving to charities 4 I want to make a difference 5 I want to feel part of the community 6 I was asked to give 7 I was financially able to give 8 I am expected to give by my employer

9 I am required to give by my employer 10 I have always given to United Way 11 I want to impact critical needs 12 It is an easy way for me to make a charitable contribution 13 Other _________________________________________________


78


Your

Exp

erie

nce

as a

Uni

ted

Way

Don

orHow would you rate your personal experience with United Way of Waterloo County (UWWC) in these areas:

UWWC EXCEEDED UWWC MET UWWC DID NOT meet my expectations my expectations my expectations

9. Overall giving experience 1 2 3 10. Effectively using your contribution to make a difference 1 2 3

11. Communicating impact of your contribution 1 2 3

12. Thanking you for your contribution 1 2 3 13. Process of donating/campaign/fundraising 1 2 3

14. If you indicated United Way of Waterloo County did not meet your expectations for any of these questions, please explain why?

________________________________________________________________________________

Compared to other charitable organizations you support, would you rate United Way of Waterloo County (UWWC) more favorable, as favorable, or less favorable in these areas:

UWWC is MORE UWWC is AS UWWC is LESS FAVORABLE FAVORABLE FAVORABLE 15. Overall giving experience 1 2 3 16. Effectively using your contribution to make a difference 1 2 3

17. Communicating impact of your contribution 1 2 3

18. Thanking you for your contribution 1 2 3 19. Process of donating/campaign/fundraising 1 2 3

20. If you rated United Way of Waterloo County less favorably than other charitable organizations for any of these questions, please explain why?

________________________________________________________________________________

21. Which of the following statements best describes your loyalty to United Way of Waterloo County (UWWC)? 1 I have always supported UWWC and will always support UWWC 2 I will most likely support UWWC in the future 3 I am not sure if I will support UWWC in the future 4 I only donate to UWWC because my employer requires me to

22. How likely are you to volunteer with United Way of Waterloo County? 1 Very likely 2 Somewhat likely 3 Neither likely nor unlikely

4 Somewhat unlikely 5 Very unlikely


79


Supporting the United W

ay 23. Approximately how much money did you give to United Way of Waterloo County in the 2007 campaign? 1 Less than $99 2 $100-$500 3 $501-$999 4 $1,000-$1,499 5 $1,500-$1,999 6 $2,000-$2,499 7 $2,500-$4,999 8 $5,000-$9,999 9 $10,000 or more

24. How much did your 2007 contribution to United Way of Waterloo County increase over your 2006 contribution to United Way Waterloo County (UWWC)?

1 No increase/same amount 2 Increased 1-5% 3 Increased 6-10% 4 Increased 11+% 5 First contribution/did not contribute to UWWC in 2006

25. What would motivate you to increase your contribution to United Way of Waterloo County? _________________________________________________________________________________________

_________________________________________________________________________________________

26. Which of the following is the best way for you to make a contribution to United Way of Waterloo County (UWWC)?

1 Internet/website 2 Mail 3 Employer/payroll deduction 4 UWWC representative 5 Stock 6 Donor-advised Philanthropy Fund

7 Other ______________________________________ 27. Were you thanked for your charitable contribution to United Way of Waterloo County in 2007? 1 Yes 2 No

28. How would you like to be thanked or recognized for your participation as a donor? Use a “1” to indicate your fi rst choice, a “2” to indicate your second choice, and a “3” to indicate your third choice.

____ Thank-you letter ____ Thank-you phone call ____ Lapel pin ____ Small gathering reception ____ Recognition lunch or dinner ____ Small gift ____ Annual recognition publication ____ Receipt for tax purposes ____ No thanks necessary ____ Other, please explain___________________________________

29. Do you recall receiving information from United Way of Waterloo County about how your United Way contribution is being used?

1 Yes 2 No

30. Which of the following best describes how you donate to United Way of Waterloo County? 1 I donated to United Way of Waterloo County’s Community Fund or Impact Areas 2 I designated my contribution to a specifi c agency(s), why? _____________________________________ ________________________________________________________________________________________ 3 I have a Donor-advised Philanthropy Fund

31. What percentage of your total 2007 charitable contributions was to United Way of Waterloo County? 1 1-10% 2 11-24% 3 25-49% 4 50-74% 5 75-100%

32. If you made charitable contributions to other organizations, approximately how much money did you give to ALL charitable organizations in 2007?

1 Less than $99 2 $100-$500 3 $501-$999 4 $1,000-$1,499 5 $1,500-$1,999 6 $2,000-$2,499 7 $2,500-$4,999 8 $5,000-$9,999 9 $10,000 or more

33. How much did ALL of your charitable contributions to charities increase in 2007? 1 No increase/same amount 2 Increased 1-5% 3 Increased 6-10% 4 Increased 11+%

34. Which of these is MOST important to you when deciding to make a charitable contribution? 1 Effectively uses your contribution to make a difference 2 Communicating impact of your contribution

3 Thanking you for your contribution 4 Process of donating/campaign/fundraising 5 Other, please list________________________________________________________________


80


Don

or In

form

atio

n35. How would you like to receive information from United Way of Waterloo County? 1 Telephone 2 Email/Internet/website 3 Donor Newsletter 4 Text message 5 Conferences/workshops 6 Annual report 7 Newspaper 8 Radio 9 Other _______________________

36. How often would you like to receive information from United Way of Waterloo County informing you of the impact/results of your contribution?

1 Monthly 2 Quarterly 3 Twice a year 4 Annually

37. What information would you like to receive from United Way of Waterloo County? ____________________________________________________________________________________ 38. If you visited www.uwwc.org in the past year, did you fi nd the information you were looking for? 1 Yes 2 No, what information would you like to see on the website? ______________________________________

The following questions concern the 2007 United Way of Waterloo County campaign conducted in your workplace. Ifyou were not part of a workplace campaign, please skip to question 41.

39. How satisfi ed were you overall with your company’s United Way fundraising campaign? 1 Very satisfi ed 2 Somewhat satisfi ed 3 Neither satisfi ed nor dissatisfi ed 4 Somewhat dissatisfi ed, why? __________________________________________________________

5 Very dissatisfi ed, why?_______________________________________________________________

40. How did the workplace campaign infl uence your contribution to United Way of Waterloo County? 1 It infl uenced my contribution positively, how? ______________________________________________ 2 It did not infl uence my contribution 3 It infl uenced my contribution negatively, how? _____________________________________________

41. What is your zip code? ___________

42. What is your age? 1 18-34 2 35-44 3 45-49 4 50-54 5 55-64 6 65-74 7 75+

43. What is your current employment status? 1 Employed full-time 2 Employed part-time 3 Retired 4 Not employed currently

44. Which range best represents your total household income before taxes? 1 Below $50,000 2 $50,000 to $74,999 3 $75,000 to $99,999 4 $100,000 to $124,999 5 $125,000 to $149,999 6 $150,000 to $199,999 7 $200,000 and over

45. How many years have you donated to United Way of Waterloo County? 1 One year 2 2-3 years 3 4-5 years 4 6-10 years

5 11-15 years 6 16-24 years 7 25 or more years

46. What is your gender? 1 Male 2 Female

If you have any other comments, concerns or suggestions, please include them on the following lines or attach aseparate sheet to this survey. _________________________________________________________________________________________ _________________________________________________________________________________________

_________________________________________________________________________________________

THANK YOU for your help! Please return the survey in the enclosed postage-paid envelope or mail to: PerspectivesConsulting Group, P.O. Box 496, Paw Paw, Michigan 49079.


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Perspectives Consulting Group, Inc.


Project Dates: January 4, 2008 - April 8, 2008Project Number: CL211-P02

Project Coordinator: Gary M. GoscenskiAnalysis and Reporting Management: Stacy L. Comrie

Project Team Members: Kirsten Koefoed, Melissa Demetriou, Michelle Sears, Alicia Shafer, and Nicholas Stiemsma

Founded in 1987, Perspectives Consulting Group, Inc. provides market research and strategic planning services to businesses and organizations throughout the United States. Using-state-of-the-art market research techniques including focus groups, telephone/mail surveys, interviews and customer response systems, Perspectives Consulting Group, Inc. obtains the information necessary to make effi cient and effective decisions and plan for the future. Perspectives Consulting Group, Inc. offers a full-range of planning services including strategic planning and feasibility studies that are essential to succeed in today’s marketplace. Our primary focus is meeting the needs of nonprofi t organizations, educational institutions, religious organizations, and United Ways.

We fi rmly believe and practice the following guiding philosophies:

• To provide the client with what they need, when they need it. • To follow the simple process of listening, planning, researching,

analyzing, evaluating and reporting for each client and project. • To treat each client’s situation as unique and individual, providing the

best combination of services to meet the client’s needs. • To maintain a state of involvement that allows clear, unbiased, objectivity

that insures and protects the confi dentiality of the client’s situation.

For more information, contact us at:

Perspectives Consulting Group, Inc.P.O. Box 496Paw Paw, MI 49079Phone: (269) 657-5400 / (800) 724-9994Fax: (269) [email protected]


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2008 uw donor survey sample report

Documents

united way of waterloo

united way of jackson

donor experience

personal experience

personal experience

survey execution

paw paw

age of respondent