United Way of the Dutchess-Orange Region provides this resource guide for campaign managers to help organize effective workplace fundraising campaigns. It includes information on United Way initiatives in the local community, volunteer and program opportunities available through United Way, tips for organizing fundraising events and meetings, and examples of campaign materials like pledge forms and tracking sheets. The guide aims to equip campaign managers with essential tools and strategies to promote United Way's mission and raise resources to support community programs.

1. RESOURCE GUIDE
FOR CAMPAIGN MANAGERS

2. United Way was built on the belief that together, we can accomplish more
than any individual or organization can alone.
We’re bringing together the hearts, hands and minds of our region to make it the best place in the country for children and
families. It’s a big goal. A brighter vision of the future shared by individuals of all backgrounds and experiences.
Lend yours to the movement. United, there’s nothing we can’t do.
OUR MISSION
United Way of the Dutchess-Orange Region builds a stronger, healthier community by raising resources and forging partnerships that make
a measurable difference in people’s lives.
OUR VISION
United Way of the Dutchess-Orange Region is one of the area’s premier community-impact organizations, serving as a resource and
convener to help increase community capacity to meet community needs. As a leader in advancing community dialogue and a vital force to
increase philanthropy, United Way of the Dutchess-Orange Region makes a measurable difference.
Jeannie Montano Barry Rothfield
United Way of the Chair of the Board
Dutchess-Orange Region of Directors
President & CEO
jmontano@uwdor.org
United Way Staff:
* Elizabeth Manning * Michelle Nepton Karla Knight
Campaign Director Development Coordinator Administrative Assistant
emanning@uwdor.org mnepton@uwdor.org kknight@uwdor.org
Kimberly Kochem Carolyn Zazzarino Colleen McKenna
VP of Community Impact VP of Finance and Administration SEFA/CFC Coordinator
kkochem@uwdor.org czazzarino@uwdor.org cmckenna@uwdor.org
Melissa Clark Pat Fayo Malinda Slayton Cruz
Manager of Community Mobilization Director of Energy Initiatives Director of Donor Stewardship
mclark@uwdor.org pfayo@uwdor.org mcruz@uwdor.org
Emily Darrow Sue Manning Annette Sullivan
Director of Marketing & Communication Comptroller Executive Assistant to the President
edarrow@uwdor.org smanning@uwdor.org asullivan@uwdor.org
* Your United Way campaign contacts

3. Welcome
TABLE OF CONTENTS
2
UNITED WAY INITIATIVES
3
PROGRAMS YOU CAN USE
4
CAMPAIGN PRINCIPLES
5
HOW TO ORGANIZE AND CONDUCT A
GROUP MEETING
6
TALKING ABOUT UNITED WAY
7
A WEEK OF FUNDRAISING
8-11
FORM EXAMPLES
12
2015 PLEDGE FORM: TOOLS YOU
CAN USE
13-14
FREQUENTLY ASKED QUESTIONS
1INTRODUCTION
United Way hopes that the information provided within this guide will help your
organization run its campaign to the best of its ability. Please keep in touch with our
offices year-round as we are more than delighted to assist you with any concerns.
Find us on:
www.facebook.com/uwdor/ @unitedwaydor
@UWDOR www.flickr.com/photos/uwdor/
linkd.in/1KWgzoB www.uwdor.org
Social media is extremely important in developing brand awareness and spreading
the word about what we do. By acknowledging your partnership with United Way
through these marketing tools, you can help create awareness of our mutual
missions and initiatives.

4. 2 UNITED WAY INITIATIVES
EDUCATION
INCOME
• Supporting parents and caregivers to ensure appropriate early child development.
• Providing opportunities for learning outside of the classroom.
• Last year 774 individuals benefited from developmental check-up screenings for 0-5 year olds and caregiver education to identify
appropriate development milestones.
Did you know that 90% of a child’s brain develops before the age of 5?
United Way’s work empowers parents, families, and individuals with opportunities to be a child’s first teacher and to
engage in learning outside of the classroom.
United Way invests in what our community determines to be the building blocks of a
better quality of life
United Way Initiatives
• Providing education to improve knowledge of financial literacy, reduce debt, and increase savings.
• Connecting low to moderate income individuals with opportunities to increase annual income through tax programs and workplace
advancement.
• Last year 741 individuals benefited from professional development, financial budgeting, professional/workplace attire, and career
guidance.
United Way’s work helps individuals avoid financial hardship by preparing students and families with the basics of
budgeting, money, credit card use, and fiscal responsibility.
HEALTH
• Improving access to nutritious foods and recreation to decrease obesity.
• Helping adolescents and young adults develop the skills to form healthy relationships with a focus on reducing instances of bullying and
intimate partner violence.
• Reducing risky behaviors including substance, alcohol, and drug abuse among adolescents and young adults.
• Last year 1,272 individuals benefited from programs that helped increase awareness of the consequences of drug abuse and violence and
connected youth with positive role models.
• Last year 35,421 individuals benefited from programs that provided education about healthy food choices and increased awareness of the
importance of physical activity.
United Way’s work is helping individuals understand the importance of healthy eating and exercise habits;
indentify, prevent, and intervene when instances of bullying and abuse occur;
and help individuals build resiliency against destructive decisions.
The work of United Way is not about the money or number of programs funded,
it’s about the difference we are making in lives and communities
and how you can be part of making that happen.
Your donation makes an impact in our community every day!
Help United Way make our community even stronger.

5. 3PROGRAMS YOU CAN USE
Programs YOU Can Use!
Do you want to get involved in your community by volunteering?
Last year 1761 individuals contributed over 27,012 volunteer service
hours in Dutchess and Orange counties. Help United Way strengthen
the community by encouraging your colleagues, family and friends to
register and volunteer this year. Visit volunteer.uwdor.org or call 845-
471-1900 ext 3128.
Days of Sharing
Local non profit organizations can participate in United Way’s Days of
Sharing to help their clients in times of need – for further information
call 845-471-1900 ext. 3113
HUDSON VALLEY REGION 2-1-1
Last year 16,083 individuals called HUDSON VALLEY 2-1-1.
You can call HUDSON VALLEY 2-1-1 if you have a health/human
service question at any time!
• 2-1-1 is a FREE confidential information and referral hotline
available 365 days a year in 250 languages.
• 2-1-1 connects individuals to local organizations to help with food,
housing, employment, and much more.
FAMILYWIZE PRESCRIPTION DISCOUNT PROGRAM
Last year 12,279 individuals saved on their prescriptions by using the
free prescription discount card – YOU can use the FREE FAMILYWISE
PRESCRIPTION DISCOUNT CARD too, even if you have insurance you
can take advantage of this program.
• Dutchess and Orange County residents saved over $360,000 on
prescription medications last year – get your card today! Or call 845-
471-1900 to get your free card.
HUDSON VALLEY CA$H COALITION
Last year more than $5,738,546 in refunds were generated for 7,122
Hudson Valley residents! YOU could take advantage of this program
offered by United Way and have your taxes prepared FREE of charge!
• Certified volunteer tax preparers providing individuals, families,
and seniors with free tax preparation services at over 30 locations
across Dutchess and Orange Counties. Call 2-1-1 for more
information.
ORANGE COUNTY FUEL FUND (Orange County residents only)
It’s warm now but winter in our region can be cold, YOU could benefit
by calling the Fuel Fund!
• On an annual basis in partnership with Orange County Government
United Way provides direct financial assistanceto low income
families through a one-time fuel grant. Funding is restricted to
families whose income is just above the social service HEAP benefit
level and who reside in Orange County.
For information, call 845-457-4774 ext 3112.
250 languages spoken
OPEN 365 DAYS A YEAR
7 days a week from 9am - 7pm
Trouble calling?
Visit hudson211.org or
dial 1-800-899-1479

6. 4 CAMPAIGN PRINCIPLES
Campaign Principles
Guiding Principles
• Support of organization and leadership
• Designated commitee/structure to plan campaign
• Clear message
• Fresh ideas to maintain attention
• Have fun!
Pick Theme Have a
message
Design
campaign logo
Create
anticipation!
Deliverables
Order
necessary
supplies
Prepare
DVDs &
handouts
Print ads &
posters
Shock & awe!
Solicit Set goal
Schedule
meetings &
timeline
Design
pledge cards
Organization
Kickoff!
Collect
pledges!
Admin Recruit helpers Set Incentives
Train &
organize
Communicate Celebrate!
August December

7. 5HOW TO ORGANIZE AND CONDUCT A GROUP MEETING
How to Organize and Conduct
a Group Meeting
1. In advance of meeting, make sure employees have been informed by a personal letter, email, newsletter, or payroll stuffer why the
organization supports the community-wide campaign and that employees will be asked to make a decision regarding contributions to
United Way. The CEO or top executive and union leader should sign the letter.
2. Have the CEO attend meetings and address the group. Have the department manager (and union leader, if applicable) endorse the
campaign.
3. Have the CEO or Campaign Manager introduce the United Way representative, who will make a presentation about the work of United Way
of the Dutchess-Orange Region and programs available to employees.
4. Show the campaign video.
5. Hand out the pledge form, the individualized company brochure, and share information about online pledging.
6. The Loaned Executive or Empolyee Campaign Manager will ask employees to make a decision on giving. Both should reinforce the fact
that everyone’s contribution is kept confidential.
7. As people leave the meeting, they turn in their pledge forms.

8. 6 TALKING ABOUT UNITED WAY
Talking About United Way
Who decides how dollars
to the community fund
are invested?
Volunteers from the community work at every
stage, from learning about the community’s
aspirations to convening issue experts and
coalitions to shape an action plan to address the
most pressing issues. United Way Community
Impact Councils rely on data and input from the
community to determine which issues we can
best address. The Community Impact Committee
and Board of Directors have the ultimate vote on
all funding decisions and action plans.
Who benefits from the
community fund?
You are helping strengthen the entire community.
Money raised locally is spent on a variety of
programs, initiatives, and collaborations that
target the unique human care needs of people
from all over Dutchess and Orange Counties.
United Way community partners and volunteers
help their neighbors support a wide variety of
programs and services, focused in the areas of
Education, Income, and Health.
How else can I learn about
United Way’s work in my
community?
You can visit our website at www.uwdor.org,
which has valuable information about your
dollars at work in our community. As a donor, you
will also receive newsletter updates that will tell
you who is being helped, and how you can get
more involved! Find us on:
Facebook www.facebook.com/uwdor
Twitter www.twitter.com/uwdor
Instagram www.instagram.com/unitedwaydor

9. 7A WEEK OF FUNDRAISING
A Week Of Fundraising
Funday - Monday Throwback - Thursday
Ice cream
Social:
Balloon Pop:
Draw for a
Day Off:
Set up an ice cream bar with a variety of
favorite toppings, employees purchase
toppings.
Have a business donate prizes. Place a prize
or fact note inside each of the balloons. Have
employees purchase and pop the balloons.
Employees pay to enter raffle. Winner
receives 1/2 day or full day off with pay.
Match The Baby
Face Contest:
Party Like It’s
1999:
Spelling Bee:
Employees bring baby photos of
themselves. Everyone buys a ballot listing
the photos. Person who gets the most
right wins a prize.
Host an old school party for employees.
Get entertainment and food and charge
a ticket fee for each guest.
Employees donate to enter the
competition. Winner of the spelling bee
receives a prize.
Clues Day - Tuesday Freaky - Friday
Office
Scavenger
Hunt:
United Way
Jeopardy:
Twin Day:
Reverse Raffle:
Office Bingo:
Tailgate
Party/BBQ:
Place clues around the office. The first
person to complete the hunt will win a prize.
Employees donate to participate in game.
Jeopardy game consists of questions
relating to United Way. Winner gets a prize.
Employees come in dessing like one of their
co-workers. The best duo receives a prize.
All employees get a raffle ticket and sells
it back for $X to avoid getting their name
drawn to do something embarrassing.
Employees pay per sheet of bingo. Bingo
squares pertain to things happening in the
office. Winner receives a prize.
Hold BBQ in the parking lot. Serve hot dogs,
chips, soda, and peanuts. Charge per meal
ticket.
Wacky - Wednesday Additional Ideas
Best Socks
Contest:
Celebrity Photos:
For The Birds:
Candy Jar Raffle:
Balloon-O-
Grams:
Office
Olympics:
Employees donate to enter contest. The
person with the most eccentric socks wins
a prize.
Obtain a life-size cutout of a celebrity or
have someone dress as a famous star. Sell
picture taking opportunities for $1.
Deliver a group of pink flamingos to a
donor’s desk. To replant the birds on
another’s desk, the employee must donate.
Set up jar filled with candies. Employees
donate to guess how many candies are in
the jar. The closest gets a prize.
Employees pay to have messages tied to
balloons delived to co-workers with
compliments or encouraging words.
Have departments compete against one
another in sporting events. The winners
receive a medal.

10. 8 CAMPAIGN SUPPLY ORDER FORM EXAMPLE

11. 9PLEDGE FORM EXAMPLE
Mrs. Mary L. Smith
1000 United Way Drive mary.smith@liveunited.org
Poughkeepsie NY 12601 845-555-5555
Live United Corporation 200
x $39.00
x
1,014.00
Mary L. Smith
x
07/31/2015Mary L. Smith
x
x
x

12. 10 FORM EXAMPLE
09/02/2015
Live United Corporation Lisa Jones
1000 United Way Drive
Poughkeepsie NY 12601
Mary Smith
845-555-5555 845-555-5556 mary.smith@liveunited.org
200
26
1
1
5
$100.00
$700.00
$5,000.00
$5,014.00
$10,814.007
09/02/2015

13. 11FORM EXAMPLE
Live United Corporation
Smith, Adam
Smith, Jake
Smith, Alan
Smith, Mary
Smith, Susan
Smith, Dan
Smith, Charles
$100.00 $100.00 x
x$700.00 $700.00
$1,000.00 $1,000.00
$1,014.00 $1,014.00
$1,000.00 $1,000.00
$1,000.00 $1,000.00
$1,000.00 $1,000.00
x
x
x
x
x
x x
$5,814.00

14. 12 2015 PLEDGE FORM: TOOLS YOU CAN USE
IF YOU PLEDGE
THIS AMOUNT
WEEKLY
(52x/yr.)
BI-WEEKLY
(26x/yr.)
SEMI-MONTHLY
(24x/yr.)
OTHER
(20x/yr.)
MONTHLY
(12x/yr.)
QUARTERLY
(4x/yr.)
$104 $2.00 $4.00 $4.33 $5.20 $8.67 $26.00
$250 $4.81 $9.62 $10.42 $12.50 $20.83 $62.50
$500 $9.62 $19.23 $20.83 $25.00 $41.67 $125.00
$1,000 $19.23 $38.46 $41.67 $50.00 $83.33 $250.00
*Approximate amounts.
LEADERSHIP GIVING CIRCLES
500 Club* . . . . . . . . . . . . . . . . . . . . . . . $500 - $999
Leadership Circle
Bronze . . . . . . . . . . . . . . . $1,000 - $1,999
Silver . . . . . . . . . . . . . . . . $2,000 - $2,999
Gold . . . . . . . . . . . . . . . . . $3,000 - $4,999
Platinum . . . . . . . . . . . . . .$5,000 - $9,999
Alexis de Tocqueville Society . . . . $10,000 and above
*The 500 Club is our affinity group created to honor members of
our community who have demonstrated the belief that the health
and welfare of our neighbors is worth a significant personal
investment. For $1.38 per day, you too can be a member of the
500 Club.
LOYAL CONTRIBUTOR PROGRAM
Have you been contributing to United Way for more than 10 years?
We want to know who you are! Sign up for the United Way Loyal
Contributor Program right on your pledge card so we can recognize
you and provide you with updates on how your contributions are
creating opportunities for a better tomorrow. We’ll also offer ongoing
opportunities to LIVE UNITED through volunteerism and advocacy.
YOUNG LEADERS UNITED
The mission of Young Leaders United (YLU) is to support the work
of United Way and foster a spirit of community involvement among
the next generation of leaders. It is YLU’s goal to inspire advocacy,
philanthropy and volunteerism in our community.
It is important to encourage employees to list their home address, email and mobile phone number so we can
contact them with questions and information about their donation, even after they have left your organization.
To make it easier on our larger organizations payroll departments, we have added a space for Employee Numbers.
You are not required to provide us with that information, it is only for your internal purposes.
Some ECMs find it easier to pre-print labels with employee information on them rather than having to decipher
handwriting. This can make it easier to hand them out, to know which employees have returned their pledge
cards. Develop a system that works best for you and let us know so we can share it with our fellow ECMs!
1
2
3
Please ensure employees sign their pledge card before processing it.Thank You! We Can’t Say It Enough!
Donor Recognition & Information Request
Gift Calculator
Collecting Personal Information: Tips

15. 13FREQUENTLY ASKED QUESTIONS
Frequently Asked Questions
1. Who am I helping when I give to United Way’s Community Fund?
You are helping strengthen the entire community. Money raised locally is spent locally on a variety of programs, initiatives,
and collaborations that target the unique human care needs of people from all over Dutchess and Orange Counties. United
Way community investors and volunteers help their neighbors support a wide variety of programs and services, focused in
the areas of Education, Income, and Health. Specifically, our goals are to help people meet their basic needs following
disaster or personal crisis, to help children and youth achieve their potential through education, to help individuals and
families become financially stable and independent, and to improve people’s health.
2. Why is it better to give to United Way’s Community Fund rather than directly donating to one
organization?
When you give to the Community Fund, you support lasting change by addressing the underlying causes of problems. You
help support programs, initiatives, and collaborations that United Way knows are achieving measurable results in
addressing the toughest issues in our community. We can provide comprehensive solutions in a way that a single
organization can’t do alone.
3. What is the role of United Way in our community?
United Way advances the common good. We mobilize resources – funds, expertise, volunteers, collaborations and public
concern – and target those resources to achieve measurable benefits in our community. United Way convenes leaders from
non-profit organizations, businesses, education and government, conducts research, and helps develop an action plan so
that many different groups can focus their resources on working together to address the priorities of the community most
effectively.
4. Does United Way provide services directly to the community?
We do not. Hudson Valley Region 2-1-1 and all of our partners and projects do provide direct services. Projects such as the
Earned Income Tax Credit and the partnership to screen young children for developmental issues are closely associated
with United Way but involve multiple partners.
5. Who decides which issues United Way will address and which programs or projects are funded?
Volunteers from the community work at every stage, from learning about the community’s aspirations to convening issue
experts and coalitions to shaping an action plan to address the most pressing issues. United Way Board of Governors relies
on data and input from the community to determine which issues we can best address. The Board has the ultimate vote on
all funding decision and actions plans.
6. What are the qualifications to receive funding?
Your local United Way funds specific programs or projects, and does not provide “blanket funding” to organizations.
Among the many outcomes required by United Way, our volunteers rate funding requests according to the program’s ability
to:
• Provide a needed service in one of the three impact areas (education, income or health) consistent with the action
plans and the specific RFP under which they are seeking funding;
• Have a positive, measurable impact on our community;
• Provide an annual audit and manage budget responsibly, and;
• Operate as one of the most effective and efficient programs in our community.

16. 14 FREQUENTLY ASKED QUESTIONS
7. What does United Way do to assure organizations that receive funding are doing a good job?
Each program or project selected for funding must sign an agreement and submit Outcome Reports that measure the
impact they are having on clients or community conditions. Financial and other reports are required as well. We review
these reports, communicate with the organization, perform site visits then confer with volunteers when there appears to
be an issue. We look at issues on a case-by-case basis recognizing that all organizations go through struggles from time
to time. Our first step is to offer technical assistance and in rare cases when a program or project cannot meet our
requirements we have put in place additional guidelines and provide additional resources and networking.
8. How much am I expected to give?
United Way never “expects” a specific dollar amount from any community investor, and we are grateful when a decision is
made to support our efforts at any level. This is really a personal decision that only you can make, based on your income
level and your desire to support local programs that help local people. However, one guide people can use is to donate
.6% of salary for incomes below $30,000; 1% of salary for incomes of $30,000 to $50,000; and 2% of salary for incomes
of $50,000 or more. We encourage everyone to consider giving at least one dollar a pay period ($26 annually) -- or
increasing their prior year’s gift by at least one dollar a pay period. People who are fortunate enough to be earning
$50,000 or more per year are asked to consider giving at the leadership level of $1,000 or more a year.
9. Do I have a choice about where my money goes?
Yes. Community investors have a range of choices:
• They can automatically give their donation to United Way Community Fund, the most efficient and effective way to
help the greatest number of local people with the most pressing health and human-service needs;
• They can designate a portion of their gift to any tax-exempt, nonprofit organization -- including arts or
environmental organizations and schools and churches. Designations are given directly to chosen organizations.
Payments are made to these organizations in installments throughout the year, as pledges are collected. United
Way charges a 15% processing fee per designation to organizations in order to recover costs associated with
distributing community investor choice gifts.
(Please note that some organizations, as well as state and federal facilities, do not use United Way pledge cards and may
not permit the same open donor choice giving. These policies are outside the control of our United Way.)
10. What is the relationship between United Way and United Way Worldwide? What about United Way
of New York State?
Both United Way Worldwide and United Way of New York State act as a resource to help our local United Way learn from
the experience of other United Way organizations. From learning the best ways to raise money or work with organizations
to deliver programs that really help people, to training volunteers and staff, both organizations provide a network of state-
and world-wide experience to help our United Way increase its ability to help our community. Although United Way of the
Dutchess-Orange Region can look to the state and national organizations for assistance, our United Way is completely
autonomous and governed by local volunteers representing towns and businesses from across Dutchess and Orange
Counties.

17. THANK YOU FOR CARING!
United Way of the
Dutchess-Orange Region
845.471.1900
75 Market Street
Poughkeepsie, NY 12601
30Scott’sCornersDrive,Suite102
Montgomery,NY 12549
LEADERSHIP
We are compassionate and caring
leaders who inspire, influence and
support others.
ACCOUNTABILITY
We are accountable to our donors,
volunteers, our community and
ourselves in the advancement of our
mission.
PEOPLE
People are at the center of everything
we do. We embrace diversity and a
culture of respect.
INTEGRITY
We apply the highest ethical
standards, demonstrating
honesty and trustworthiness,
in all our actions.
SERVICE
We focus all that we do on
improving the lives of people
in our community.