This presentation was used by the executive director to communicate program updates to the board of trustees during a team building retreat.

2. 2018 BOARD
RESOURCE
DEVELOPMENT
RETREAT
2018 BOARD RESOURCE DEVELOPMENT RETREAT

4. INTRODUCTIONS 2018 BOARD RESOURCE DEVELOPMENT RETREAT

5. AGENDA
• Welcome & Introductions
• United Way Worldwide Business Model
• United Way Worldwide Workplace Campaign Best Practices
• Critical Role of Boards in Revenue Development
• Lake Area United Way Data Review
• Lake Area United Way Opportunity
• Next Steps
2 0 1 8 B O A R D R E S O U R C E D E V E L O P M E N T R E T R E A T

6. United Way
Worldwide
Business
Model
• Develop Impact Products
• Engage Markets
• Develop Channels & Experiences

7. UNITED WAY
WORLDWIDE
Campaign
Best
Practices

8. WORKPLACE CAMPAIGN
Benchmark
Techniques
1. Establish campaign lead at company
2. Set goals, timeline & track results
3. Establish steering committee/team
4. Recruit site coordinators
5. Conduct executive briefings
6. Establish companywide Leadership
Giving program
7. Conduct effective educational campaign
8. Structure corporate gift matching
9. Utilize United Way Staff
10. Organize volunteer activities with
recruitment and recognition efforts

9. WORKPLACE CAMPAIGN
The Critical Role of United Way Boards
in Resource Development
• United Way Worldwide Webinar
• Case Study
Greater Twin Cities United Way
• Best In Class
Role of United Way Board Member in Revenue Development

10. WORKPLACE CAMPAIGN
Campaign Receipt History
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000

11. WORKPLACE CAMPAIGN
UW Market Comparison
Campaign Analysis United Way to United Way (data from DB2 reports)
August 2016
Lake County United Way
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 4,269,566 520,537 227,535 10,328,081 8.20 18.76 4.13 8.0%
2013 4,235,096 522,912 215,419 9,900,561 8.10 19.66 4.28 9.2%
2012 4,476,818 526,242 213,609 9,002,683 8.51 20.96 4.97 9.5%
2011 4,818,723 527,848 215,097 9,232,650 9.13 22.40 5.22 9.9%
DataLink has more information.
This tells me you have good opportunity to fund raise today vs. in the past. It also tells me that your average per employee gift is VERY low… the
average in the state is $250
Porter County’s Numbers:
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 1,729,985 167,561 78,511 3,937,493 10.32 22.03 4.39 6.3%
2013 1,654,754 166,118 77,126 3,751,333 9.96 21.46 4.41 7.4%
2012 1,639,635 166,889 76,061 3,150,978 9.82 21.56 5.20 7.8%
2011 1,735,898 166,918 76,141 3,422,643 10.40 22.80 5.07 7.9%
UW of Greater Lafayette’s Numbers
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 5,000,735 183,693 86,421 3,477,990 27.22 57.86 14.38 5.1%
2013 4,903,109 180,737 80,066 3,272,928 27.13 61.24 14.98 6.8%
2012 4,879,040 176,970 77,938 3,092,380 27.57 62.60 15.78 7.4%
2011 4,662,282 176,423 77,401 2,889,260 26.43 60.24 16.14 7.7%
DataLink has more information.

12. WORKPLACE CAMPAIGN
UW Market Comparison
Allen County United Way
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 4,021,519 366,492 165,370 7,676,133 10.97 24.32 5.24 5.8%
2013 4,661,000 363,304 162,530 6,957,440 12.83 28.68 6.70 7.3%
2012 4,892,049 361,755 159,710 6,919,558 13.52 30.63 7.07 8.3%
2011 5,027,935 358,387 162,753 6,427,720 14.03 30.89 7.82 9.1%
United Way of Southwestern Indiana
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 4,044,495 264,913 126,908 5,688,528 15.27 31.87 7.11 5.3%
2013 3,796,888 262,999 123,512 5,533,983 14.44 30.74 6.86 6.8%
2012 4,081,448 262,859 122,877 4,996,990 15.53 33.22 8.17 7.5%
2011 4,086,249 262,794 124,773 4,827,001 15.55 32.75 8.47 7.6%
United Way of the Battle Creek and Kalamazoo Region, Michigan
Amounts Raised
Year Amount Raised ($) Population Employ-ment EBI ($000s) $ Per Capita $ Per Employee $ Per $10,000 EBI Unemp. Rate
2014 13,999,428 259,662 120,362 5,381,700 53.91 116.31 26.01 5.6%
2013 14,448,578 257,552 115,933 5,197,613 56.10 124.63 27.80 7.1%
2012 15,212,854 254,045 116,115 5,131,168 59.88 131.02 29.65 7.0%
2011 9,399,281 252,014 114,013 4,704,543 37.30 82.44 19.98 8.2%

13. WORKPLACE CAMPAIGN
Top Growth Potential
Campaigns
• Ameristar
• AT & T
• BMO Harris
• BP Whiting Refinery
• Cargill
• Centier Bank
• City of Hammond
• Community Healthcare
• Enterprise Rent-A-Car
• First Merchants Bank
• First Midwest Bank
• Horseshoe Casino
• Purdue University Northwest
• School City of Hammond
• St. Catherine Hospital
• St Mary Medical Center
• Strack & Van Til
• Target
• The Times Media Company
• Northwest Indiana Community Action

14. WORKPLACE CAMPAIGN
Other Board Member
Campaigns
• NIPSCO
• Dluzak & Associates
• Enbridge
• Ivy Tech
• Catholic Diocese of Gary
• Austgen Kuiper Jasaitis
• Gary Housing Authority
• Latitude Commercial
• Methodist Hospitals
• North Township Trustee
• Calumet College
• IEDC
• McMahon & Associates
• US Steel
• RDA

15. NEXT STEPS
BOARD MEETING
PRESENTATION TO PEERS
UNITED WAY WORLDWIDE
RELATIONSHIP INVENTORY TOOL
ACTION PLAN IDEAS

16. 2018 BOARD RESOURCE DEVELOPMENT RETREAT
THANK YOU

17. Workplace Campaign

18. Workplace Campaign

23. 2018 BOARD
RESOURCE
DEVELOPMENT
2018 BOARD RESOURCE DEVELOPMENT RETREAT
RETREAT

24. 2018 BOARD RESOURCE DEVELOPMENT RETREAT