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RD Connections
The MAJOR INDIVIDUAL GIVING Issue

 

A Message from Sherrie Brach 

 

sherriebrach 

The fall season is one of the most exciting times to be a resource development professional with United Way. I have always loved meeting with individual donors, raising resources for mission, collaborating with outstanding volunteers and seeing the fruits of months of planning result in success. In the midst of all the efforts, I want to thank you for finding some time to read this newsletter.

The last issue of RD Connections focused on the work of engaging companies and their employees through the workforce campaign. This issue is devoted to individual major donors. They might be one of 547,000 US leadership givers, one of the 25,000 US Tocqueville families, or members of your Legacy Circle. They might be embedded in your corporate campaigns or may have a relationship with you in other ways. They might be future major donors who are giving at lower levels, involved in an affinity group, or are just coming onto your radar. The one thing they all have in common is significant support of your community through United Way.

Today we share national and international opportunities for engaging your major donors, highlight individual major donor work in Albuquerque, share information on system needs, and show how you can determine your community's major donor potential.

We look forward to celebrating your successes and helping in any way we can. Please reach out to the Investor Relations team if we can be of assistance.

Sherrie Brach sig 

Sherrie Brach

Executive Vice President, Investor Relations

United Way Worldwide

 

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The Impact of Involvement

by United Way of Central New Mexico

 

UWCNM photo

 

Each year, we have significantly increased the number of members in all of our Affinity Groups-Tocqueville Society, Women in Philanthropy, Young Leaders Society and Hispano Philanthropic Society. To ensure that membership has meaning for every donor, we evaluated each aspect of engagement with our Affinity Group members: events and activities, grant funding and volunteering.

 

We wanted to discover what kinds of events and activities were most meaningful for our Affinity Group members, so we asked. Through surveys and purposeful conversations, we realized that less is more-more events does not mean more engagement-because every event should have a goal and a connection to the work of our Community Fund and/or community issues, which allowed us to make strategic cuts to traditional events.

 

We also realized that although each Affinity Group had some specific interests, members of all the groups also had some interests in common, particularly, family engagement and community development. So, we have begun experimenting with "combo" events-inviting all Affinity Groups' members and their families to have fun, volunteer and learn about our community's needs together.

 

Read full article.

 

 

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 Needs Assessment E-Survey

  

Over the last 4 months, UWW Investor Relations staff has been conducting a needs assessment to gain a deeper understanding of opportunities to increase dollars raised from individuals.   Your feedback and input is invaluable to help us support you with tools and resources to grow your relationships with individual donors and increase their support. 

 

Please take a few minutes before November 2 to answer the questions on the e-survey at the link below.  Your input, along with the findings from the needs assessment, will help us re-shape and/or sharpen the work we do to support you.

 

https://www.surveymonkey.com/s/TSGJ6BB  

 

Please direct questions to Kathy Parker or DJ Hampton

 

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What's Your Major Gifts Potential? 

 

If you don't know what your major gifts potential is, there is an easy way to find out!  Identifying potential for both leadership giving and Tocqueville giving is an important step before setting goals and determining areas for growth.  Just click here to see your leadership and Tocqueville potential.  This data comes from the census as well as other sources and then makes projections 5 years into the future so you can see what your potential is in 2012 and what it's expected to be in 2017. 

 

Unfortunately, we don't have the names associated with the number of households listed for your community but don't let that stop you from taking action.  Talk to your volunteers.  Do they know people who would fall in those high income brackets?  Go to anywho.com and do a reverse lookup to see who else lives in those neighborhoods.  Find out who the executives are at the large companies in your community.  Do your volunteers know them?  Get creative and you'll be able to uncover some of those names and turn them into prospects.

 

Contact Becky Bogle if you have questions.

 

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DB2: Helping You Navigate to Success

 

Think of a map of an unfamiliar place.  You know where you want to end up, but you don't know where you are relative to the goal and how best to get there. 

 

The Database 2 survey is a critical tool to help United Ways navigate their way to greater resource development success.  It collects information about where United Ways are and how they are performing in the area of giving, advocating, and volunteering.  United Ways can see where they are excelling and where they have opportunity for improvement.  It can provide guideposts to other United Ways that are doing well in particular markets or RD practices.  It can measure the network's progress in resource development performance relative to our expectations.  It can illumine advocacy and volunteer engagement strategies that work.  It can help United Ways manage many diverse relationships, implement LIVE UNITED, or support and aligning community volunteerism with our long term goals.  By understanding where we are as a network, we are better able to set paths towards greater success in Advancing the Common Good through Education, Income, and Health.    

 

United Way is a powerful movement, the largest charitable organization in the United States as measured by our annual Database 2 survey.  This is our opportunity to acknowledge our collective strength and resources as a network.  You will find the most recent Database 2 results here, with additional reports and data to be release throughout the fall.

 

Contact Lisa Wilder if you have questions. 

 

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Letter from Michael K. Hayde

Chair

United Way Worldwide Leadership Council 

 

Dear United Way CEOs:

I am a member of Orange County's United Way Tocqueville Society Million Dollar Roundtable.  At the United Way Worldwide Community Leaders' Conference last May, a group of Million Dollar Roundtable members and other United Way major donors from the United States and several other countries gathered to share our experiences and best practices with United Way philanthropy. The value of this peer to peer exchange of ideas caused us to speculate on the powerful, positive impact on communities a network of United Way major donors could have if we worked together to encourage the personal involvement of societal and business leaders in the work of United Way.  Not just in giving, but as advocates and volunteers for education, income and health initiatives on a local, national or worldwide level.   

 

As a result, we have formed the United Way Worldwide Leadership Council with the goal to increase the number of Tocqueville and Million Dollar Roundtable members and to increase their involvement in United Way initiatives.    We will do this by providing forums for these leaders to work together to advance the common good and to learn ways to inspire others to do the same.  We are recruiting members for the Council now, with the intent that half of a 20 member Council will be from the US.   As of early October, we have a total of 10 members from California, North Carolina, Kentucky, Colorado, Ohio Florida, Romania, Canada, Mexico, and France.

 

One of the first decisions we made was to re-institute the Tocqueville Leaders' gathering, an event that brings together Tocqueville Society Chairs and other Tocqueville leaders with Million Dollar Roundtable members for the purpose of learning from each other how to grow membership and how to apply the resources of those members to build education, income and health initiatives in our local communities and in our nation.  We know this format is effective.  In a five year period, 17 million dollar gifts were given to their local United Ways by donors who attended the gathering and United Ways cities who sent their Tocqueville chairs experienced a greater rate of membership growth than those that did not.  The key factor is the peer to peer connection as we inspire and sometimes challenge each other to greater levels of giving and volunteering, and as we trade best practices for how to engage our peers at home.   

 

In the next few weeks the Council will be sending to United Way Tocqueville Societies invitations for their members to participate in any of the three major gatherings we are planning for 2013.   We've identified primary target audiences for each gathering, and we'll build the agenda around the interests of that group, but all donors are invited to participate in all of the meetings.  To most effectively engage our fellow Tocqueville and Million Dollar Roundtable members, we need your support and your advice.   If you have suggestions for the agendas, for Tocqueville/MDR members to involve in the planning or on the Leadership Council, or for ways that we can most effectively involve you, please email them to me at Mike.Hayde@unitedway.org.  I look forward to our conversations.  

 

Regards,

 

 

Mike Hayde

 

 

 

 

Contact Us
Archived Newsletters

 

Sept./Oct. 2012 Issue

 

Impact of Involvement

Needs Assessment Survey

Major Gifts Potential

DB2 Navigation

Michael Hayde Letter

Tocqueville Samples Needed

Q&A with Karen Crowley

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Issue Contributors

 

 KathyParker      DJH 

  Kathy Parker         DJ Hampton

 

Becky Bogle      Lisa Wilder 
 Becky Bogle          Lisa Wilder

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Upcoming Webinars and Trainings

 

WEBINAR: Meet the Vendor, Crescendo Interactive, Inc. - October 31 at 2:00 PM ET

 

  

Center of Excellence Salt Lake City-Major Donors Investing in Collective Impact

12/13/12-12/14/12

 

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Leadership Giving and Tocqueville Samples Needed!

  

You may have noted that requests for sample documents have been flooding the listservs lately. Everyone is looking to either jazz up their old materials or try something new so why re-create the wheel if good samples are already out there. We'd love to post some recent samples in an easy-to -find location on UW Online but in order to do that, we need your help! Do you have sample letters (thank you, solicitation, etc.), newsletters, brochures, step-up materials or major gift plans that you are proud of and willing to share with the field? If so, please send them to Becky Bogle. We can all benefit from the great things you are doing.

 

 

PROFILE FROM THE FIELD
 Karen Crowley 

Karen Crowley

VP, Investor Relations

United Way Snohomish Co. 

 
Q&A with Karen

 Describe your role

My current title is Vice President, Investor Relations. My work has evolved over the years. For many years, I was responsible for the annual campaign, helping to raise about $10 million each year. I'm now leading our Major Gift and Planned Giving work.

 

How long have you been at United Way?
 
16 years - all at the same United Way. (I am our most long-standing employee. Please note that I did not say "oldest".)

 

What have been some  pockets of success?

Our United Way has had great success building local partnerships and collaborations. I am proud to say that we are respected across our county as a convener and leader.
 

Modesty aside, what skill or expertise do you feel you do best?

I am a great relationship builder. I listen well, notice connections, identify interests and build bridges. 
  

What words of advice would you give to someone just starting a career in major individual giving?

Be truly interested in people. Really care about their stories and experiences. Learn to be a great listener and cherish those stories. Learn to reflect on what you have heard. Be fearless and passionate about the work you are doing. Learn to be graciously persistent. Cultivate a deep respect for others. Remember, in the end, it's not about counting the money you've raised. It's about the dreams you've helped to realize.

 

Read full article.

 

 

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Have a safe and fun Halloween!

 

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