Conducting a Leadership Campaign

Leaders In Giving

Leaders In Giving recognizes individuals or couples investing $500 or more annually in the United Way of Olmsted County campaign and community.

Leadership Giving Levels

Tocqueville Society:  $10,000+
Diamond:  $7,500 - $9,999
Emerald:  $5,000 - $7,499
Platinum:  $3,000 - $4,999
Gold:  $2,000 - $2,999
Silver:  $1,000 - $1,999
Bronze:  $ 750 - $ 999
Builder:  $ 500 - $ 749

Combined Giving

• Leaders In Giving investors can combine their gift with that of another household member who makes an individual gift or gives to their work place United Way campaign.

• Individuals request to combine their donation with spouse or partner on their pledge form or e-pledge.

Gifts of Appreciated Stock and Securities

• The transfer of stock makes possible a larger contribution. A donor also avoids the payment of capital gains tax when the stock is gifted. All United Way donations are tax deductible.

• Donors are asked to notify United Way when making a stock gift to receive recognition of their donation.  Details for making a gift of stock are on the United Way website.

Conducting a Successful Leadership Giving Campaign

Your organization’s leadership is an important part of your campaign. Getting management involved will secure their support from the beginning and may increase your workplace campaign total.

Secure a Leadership Giving Chair

Select a staff member who can work closely with the Employee Campaign Coordinator to implement a Leadership Campaign.

Form a Leadership Giving Committee

When possible, create a committee representing the various departments. Ideally the committee is comprised of those who are currently Leaders In Giving and potential leadership investors. Encourage all committee members to become Leaders In Giving.

Consult with United Way Staff

The Leadership Giving chair and committee will receive materials and guidance in the techniques for developing a successful leadership campaign that meets your organization’s needs. United Way can assist in the various aspects of planning, solicitation and developing presentations.

Identify Potential Leaders In Giving

Determine new prospects for leadership giving based on compensation and/or position with the organization. Include individuals currently giving $500 or more annually.

Personalize Pledge Materials

Prepare and personalize each prospect’s pledge card and leadership packet with a note or special message.  Enclose a letter from your CEO endorsing United Way and inviting Leaders In Giving participation.

For help with any aspect of a Leadership Giving Campaign, please contact:

Neal Engelman, Business Relations and Development Manager
529-4505 or neale@uwolmsted.org

Bonnie Schultz, Leadership and Planned Giving
529-4830 or bonnies@uwolmsted.org

Anne Berberich, Senior Vice-President Resource Development
287-2003 or anneb@uwolmsted.org