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Thanks for Joining!

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2021 PARTNERS IN GIVING CAMPAIGN

Volunteer Training September 2021

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Agenda• Welcome

• General Campaign Overview

• Changes/Updates/Reflections because of COVID-19 Pandemic

• Loaned Executive

• Requesting Speakers

• Close

Now that we’ve gotten the hang of it...

• Welcome back to virtual training!

• Please send your questions through the chat function to • Rachel Laubmeier• Kristi Heming

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Make an Impact!Tammy Kuhn Martin

Co-Chair, Training & Outreach Committee UW-College of Engineering

Lindsay JohnsonCo-Chair, Training & Outreach Committee

Dept. of Employee Trust Funds

Kristi HemingCo-Chair, Training & Outreach Committee

UW-Chemistry

Training and Outreach Committee•Julie Anderson, UW Economics Dept.

•Celia Braker, UW Systems Admin.

•Nathaniel Javid, State Lab of Hygiene

•Hannah Strelchenko, UW Genetics/Biotech Center

• Rachel Laubmeier, UW Police Department

•Jenny McGraw, Dept. of Employee Trust Funds

•Gloria Palencia, Dept. of Natural Resources

•Lisa Potts, Dept. of Revenue

•Roxy Walker, Dept. of Revenue

•Christin Ferrall, United Way

•Kewiana Pollard, Community Shares WI

•Jackie Ruggles, Community Health Charities

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Secretary of Administration

Statewide SECC

Milwaukee SECC

Partners in Giving

Campaign Board

University Coordinating Committee

Deans

ChairsUniversity & UW - Health Volunteers

Donors

Umbrella Groups

Training & Outreach

Committee

Marketing Committee

State Agency Coordinating Committee

Agency Heads

Agency Chairs State Volunteers Donors

Eligibility Committee

Campaign Structure

About the Campaign • Workplace campaign for State of WI, UW-

Madison and UW Health employees in Dane County

• Since 1973, the campaign has raised over $83 million

• Over 500 charities participate under 10 umbrella organizations

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About the Campaign

About the Campaign: Timeline

Month Task(s)

February  Charities submit participation applications

March Campaign Eligibility Committee reviews and recommends participation applications

April Campaign dates and goals are set

August Training & Outreach Committee conducts Chair Orientation

September Training & Outreach Committee conducts Campaign Volunteer training

October 11th ‐

November 30thDonations and special event funds are accepted through May 15th, 2022

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2020 Campaign Results • Dollars Raised = $2,133,969

• Number of Donors = 4,546

• Average Gift = $469.41

• Special Events Receipts = $44,491

2020 Campaign Results by Unit

Here is the link to last year’s final Weekly Report

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2021 CampaignOctober 11th through November 30th

• Board Goal: Increase participation• Have a safe, accessible, and cost-effective

campaign• Incorporate Giving Tuesday, November 30th,

into campaign to capture the momentum of the movement

• Can offer in-person options that follow site rules and public health recommendations and guidance.

Discussion/Questions

• What questions do you have about the campaign charities and the campaign history?

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Keeping campaign changes beyond pandemic

• No personalized pledge forms will be printed this year

• E-Pledge **preferred**

• PDF booklet and pledge form from website

• Fillable pdf pledge form can be digitally signed and emailed to partnersingiving@uwdc.org

• Request Mailed Materials

• If you choose, pick up at Specific Centralized Location

Promote E-Pledge• Options through E-Pledge

• Payroll

• Credit card – one-time donation or payment plan (similar to writing a check or cash donation)

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A Successful E-Pledge Campaign looks like…

• Review 2020 donors report in E-Pledge who gave via paper and whether they gave in 2021 yet

• Communication:

• 2 emails will be sent campaign wide

• Bi-weekly newsletters to Campaign Volunteers

• Send emails and communicate internally to make the ask, answer questions, give updates on campaign

E-Pledge

• Screen shots for how to make a pledge via e-pledge are included on the website

• State employees will receive an email with their log in and password the first week of the campaign

• UW Employees will be able to log in with their NetID after the campaign kicks off on October 11th

• Chairs and Coordinators have access to the Administrator Portal with reports

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E-Pledge Administrator Portal

• Chairs will be able to see name and donation amounts

• Volunteers will see name of donors and grand total

• If a donor gives via paper pledge form, after it has been processed it will appear in the report

• Special event contributions will appear in total reports as well

Volunteer Access• While in donation section of ePledge, scroll to the bottom

right corner and click on Access Coordinator Portal.

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Volunteer Reporting

• While in the Coordinator Portal, you will see a Summary Report and a Pledges report listing the donor first and last name and their department/agency unit

• To return to the donor portal, click Access Donor Portal in the lower right-hand corner.

Chair Access

• While in donation section of ePledge, scroll to the bottom right corner and click on Access Chair Portal.

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Chair Access: Campaign Status

• While in the Chair Portal, you will see the Campaign Status

Chair Access: Reporting

•For access to Reports, click on Reports on the menu bar.

Select the report to run and click submit. Report will display under My Reports.

• To return to the donor portal, click Access Donor Portal in the lower right-hand corner.

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Discussion/Questions

• What questions do you have about electronic pledging?

• How will you communicate electronic pledging in your department or agency?

• How will you encourage electronic pledging this year?

Sample Pledge Form

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Paper Options

• Request Mailed Materials • Donors complete Google form on website

requesting the following materials be sent to their home address• Pledge Form• Charity Booklet• Prepaid return envelope

• Materials will be mailed in bulk mid campaign

• Late requests will be mailed as they are received

Paper Options

• Centralized Material Pick Up• Campaign chairs will decide if this option works for their

unit

• Each Unit will receive a small amount of non-personalized pledge forms, booklets, and prepaid return envelopes• Donors can pick up their materials in an

area the chair determines for their unit• Donor mails form to fiscal agent

• Chairs will no longer take completed forms to the Credit Union

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Special Events • Kickoff – Educational Events • Special Events to raise money• Be creative! Host virtual events to encourage the

most participation• Get your campaign team and volunteers involved

with planning • MobileCause for paperless Special Events

donations – no more cash deposits• Plan and host virtual kick off events with speakers• In-person events this year depend on site rules

and public health recommendations and guidance

Special Events • You can adapt past, in-person events to virtual format• Experiment with new virtual events• Events drive enthusiasm and engagement in the campaign• For resources/guidelines related to Charitable Gaming

• https://doa.wi.gov/Pages/AboutDOA/Gaming.aspx• Joe Gastel at DOA – joseph.gastel@wisconsin.gov.

• There are lots of resources available to help plan events, convert in-person events to virtual or digital formats, and brainstorm ideas for new ones! • Loaned Executives can help plan/execute events• Training and Outreach Committee members can help!

• Kristi Heming – heming@chem.wisc,edu• Roxy Walker – roxanne.walker@wisconsin.gov

• Events Guide available on the website

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MobileCause • Payment by credit card or Apple Pay for

special events • Direct Link • Texting Options • QR Code • Donor provides information and State

Agency/UW Division and a description of the event.

• Reporting will be emailed to Chair weekly and E-Pledge will be updated with totals

MobileCause: How to Access

https://igfn.us/form/cdqHDw

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MobileCause: Using the Site

1. Open the MobileCause link.2. Select how much you would like to pay using an

easy button or the “other” to fill in a specific dollar amount

3. Fill in your Name, Email, Phone, and Zip code.4. Select your Agency or Department name from the

drop down.5. If your Partners in Giving Chair gave a specific

name for the event, enter it in the “Special Event Description” field or describe the event.

6. Select your payment method (Credit Card or Apple Pay).

7. Enter your payment information8. Click Submit9. Receipt will be emailed or texted.

MobileCause reports will be emailed to Chairs weekly and ePledge will be updated with the totals

MobileCause: Sample Posters for Special Events

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What can a Loaned Executive Do for Your Campaign:

• LEs are Loaned Executives assigned to help you with your Partners in Giving campaign

• 2021, we have 4 LEs

• Available to assist campaign chairs and volunteers with the planning and execution of their campaigns

• Provide materials:• Communication: email templates• Marketing: posters• Pledging: ePledge experts

• Here to help! From start to finish, they can guide you and provide support for your campaigns.

Requesting Speakers • Virtual kickoffs and lunch and learns with

charity speakers are encouraged • Charity speakers are available to join

virtually or send pre-recorded message (no in-person events)

• Speaker request form available at giving.wi.gov

• Ask your Loaned Executive to help you schedule a speaker and to help plan your virtual kickoff or special event

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Discussion/Questions

• What virtual events worked well last year?

• What new special event ideas do you have this year?

• What plans do you have for your kick-off event?

• How will you incentivize your colleagues to participate?

What Do I Do After Today?

• Review/work with your chair to review last year’s information

• Review the Volunteer Resources at giving.wi.gov

• Create a communication plan• Educate staff• Promote, promote, promote• Track donations

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Save the Date

• Mid-campaign Check-In • Tuesday, November 2, 1:00 – 2:30 pm

• Chairs and volunteers can attend• Share ideas across chairs/volunteers of what’s been

working • Get answers for any of your miscellaneous campaign

questions• Network

THANK YOU FOR ATTENDING AND GOOD

LUCK WITH YOUR CAMPAIGN!!

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