2014-2015
Reference Manual
Photography donated by Kendall Reeves, Spectrum Studio
for Team Captains & Unit Leaders
Indiana University – Bloomington
United Way Campaign
indiana.edu/~uwayiub / monroeunitedway.org
United Way Campaign at
Indiana University
For 58 years, United Way of Monroe County
has been working with you to address the most pressing
human service issues faced by local residents. Thank you
for your leadership and commitment to improving
people’s lives.
You may wonder if your help makes an impact. It does...
every day. A girl whose single mother works two jobs has
a Big Sister mentoring her to stay in school. Born
Learning offers new parents researched-based
information about the development of their baby. People
who lost their jobs get temporary help so they don’t lose
their homes. And they learn new skills that help them get
back into the workforce. Families that can’t make it to the
end of the month on their shrinking budget can get a few
days of healthy food. Adults without medical insurance
receive care so they can keep working.
Every day, your support enables scenes like the cover of
this manual. You join a group of thousands who Live
United – giving, advocating, and volunteering so that all
members in our community have the opportunity to use
their abilities to build a better tomorrow.
IU staff, faculty, and students raise more than half of all
donations to United Way of Monroe County and its
partner agencies and programs. For your continued
efforts and for the incredibly generous commitment that
you make to lead the campaign for United Way and
creating a better community...
thank you!
1
Table of Contents
Calendar of Events
2
Campaign Leadership and Goals
3
Message from the IU Campaign Manager
4
Campaign Materials and Instructions
5
Campaign 101
7
The Impact of United Way
8
Frequently Asked Questions
9
Calendar of Events
Campaign Kick-off
Wednesday, September 10, 2014
11:30am – 1:00pm
Henke Hall of Champions
North End Zone, IU Memorial Stadium
IU Campaign Ends
November 28, 2014
2
Campaign Leadership
IU Campaign Co-Chairs
Philippa Guthrie
Vice President and General Counsel
Indiana University Foundation
Dennis Cromwell
Associate Vice President of Enterprise Infrastructure
Office of the Vice President for Information Technology
Vanguard Co-Chairs
Jim Grandorf
Clinical Professor of Accounting
Kelley School of Business
Jennifer Forney
Director of Undergraduate Programming
School of Public and Environmental Affairs
Campaign Manager
Kirk White
Assistant Vice President for Strategic Partnerships
Office of Vice President for Engagement
Campaign Goal
Indiana University – Bloomington
$855,000
3
IU Campaign Manager's Message
Dear United Way Leaders,
I am glad to kick off another great IU United Way campaign.
For over a decade, IU faculty, staff and students have set the
pace for the community by organizing successful campus
campaigns that distinguish the IU family as the most generous
local contributors. We are now at a time when many local,
state, and federal funding sources continue to decrease while
the needs of those less fortunate in our community continue to
grow at a steep rate. IU can help. Under your leadership, I am
confident we can show the community that the people of
Indiana University are about “What matters. Where it matters.”
This reference manual is your guide to our 2014 campaign. It
contains information about where to send signed pledge cards
and how to use the online database to track your team’s and
department’s progress.
The IU United Way website can provide you with the most
accurate and up-to-date information about the campaign.
Please visit www.indiana.edu/~uwayiub to learn about
upcoming events, see lists of teams and leaders, and enroll in
online payroll deduction.
Also, please do not hesitate to contact Bert Clemons at
[email protected] or (812) 334-8370 with any
questions or concerns. He is ready to assist you with
fundraising ideas, ways to increase your department’s
involvement, or scheduling an agency speaker to visit.
Thank you for your dedication to the campaign and our
community.
Kirk White
IU Campaign Manager
Office of the Vice President for Engagement
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Campaign Materials and
Instructions

Campaign materials will be distributed at the Kick-off or
after the Campaign Kick-off for larger units. Unit
Leaders will receive a packet of campaign materials to
be distributed within their assigned departments. If you
do not receive your materials, please contact Bert
Clemons, United Way Resource Development
Assistant Director, at 334-8370 or
[email protected].

Every packet should contain: personalized pledge
cards for all employees in your area; several blank
cards for new employees or employees without a
personalized pledge card, and cards for adjunct faculty.
If you need more, contact Bert Clemons at 334-8370 or
[email protected].

Please distribute the Brochure/Pledge Cards. Each
faculty and staff member should receive an IU
United Way pledge card with his or her name printed
on the top. If there is not a pledge card with the
employee’s name on it, he or she should receive a
blank card. Employees can also enroll in payroll
deduction online at www.indiana.edu/~uwayiub.

Please make sure that each donor signs his or her
pledge card.

Each Unit Leader should return all completed pledge
cards as quickly as possible to Kelly Cornett at the
address listed on the next page.

For security reasons, donors who wish to make a gift by
credit card should go to
www.monroeunitedway.org/give and click the “Donate
Now” button.
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
If you have pledge cards with cash or checks attached,
please request accountable mail pick-up at
https://mailsvc.indiana.edu/mailsvc/acctmail.asp.
Directions: In the “pick-up from” section please put
your department information. In the “deliver to” section,
click on “other,” then select VPUR as the department,
Bryan Hall, Room 300, Bert Clemons,
[email protected], and the reason is “send
United Way pledge money to Bryan Hall.” IU Mail
Services will pick up and deliver the pledge card and
money for you.

Send all other signed pledge cards that are returned to
the Unit Leader to:
Kelly Cornett
Public Affairs & Government Relations
Bryan Hall 300
IUB

IU payroll deductions operate on a January through
December deduction period.

Please return all unused supplies to:
IU United Way Campaign Coordinator
Bryan Hall 300
IUB

For additional campaign information or if you have any
questions, contact Resource Development Assistant
Director Bert Clemons at 334-8370 or
[email protected].
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Campaign 101
Get high marks for your campaign
with these tips!
Plan:



Enlist support from staff and faculty leaders
Form a volunteer team
Develop a campaign plan and time table
Promote:
 Use promotions, incentives, and special events to
make your campaign fun and successful.
 For posters or materials, to arrange an agency tour,
schedule a speaker, or set up a United Way display
near your office, contact Bert Clemons at
[email protected] or 334-8370.
 Feature United Way or employees who volunteer
for United Way in your newsletter. (Feel free to
contact Bert Clemons for impact stories and
statistics).
 Send a weekly email update with progress on the
campaign, a news articles relevant to the campaign
or United Way in general, or simply just an update
on your team.
Play:


Organize a baked goods sale, ice cream social,
cook-off or other fun event
Have a department United Way Day, wearing IU
colors to show support
SPREAD THE WORD!!!!
Thank everyone involved, especially donors.
Everyone feels good knowing that their donations
help those in need.
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The Impact of United Way
Last year, your donation provided opportunity to people in need:
EDUCATION
 100% of all high school seniors enrolled in mentoring
programs at United Way agencies graduated.
 93% of children in programs at Middle Way House
improved or maintained their grades and increased
their school attendance.
 Along with Monroe Smart Start, we partnered with IU
Health Riley Physicians to distribute 4,356 books during
wellness visits. These books will help build early
literacy skills and school readiness skills.
EARNINGS
 433 community members took part in employment
counseling sessions at two member agencies.
 92% of clients obtained or maintained employment
while recovering from addictions at Amethyst House.
 Nearly 200 Free Community Tax Service volunteers
saved low- and moderate-income residents over
$900,000 in tax preparation fees by helping them file
3,136 returns.
 21 community members with disabilities transitioned
into fully independent employment.
ESSENTIALS
 94% of at-risk teens and women residing in transitional
housing successfully moved into stable, affordable,
permanent housing after completing their program.
 2,197 uninsured, low-income adult clients received
9,031 primary and preventive care medical visits free of
charge at Volunteers in Medicine.
 1,187 elderly neighbors stayed in their homes because
of affordable housing and home-based nutrition,
visitation, and repair services provided by Area 10.
 142,900 bags of groceries and 1,234,000 meals were
provided to community members.
Let’s Create a Better Tomorrow.
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Frequently Asked Questions
General Information
What is United Way?
With your help, United Way of Monroe County works with 25
certified member agencies and other partners to improve people’s
lives and build a stronger community. To help local people create
opportunity, we’re focused on education, earnings, and essentials
— the building blocks for a good life.
By supporting agencies that work in education, financial stability,
and basic services, United Way ensures that those in crisis can
address the underlying issues they face. For example, people who
go to an agency for emergency food often have other critical
needs. United Way support means that the other services they
need are available in the community.
While United Way is focused on the urgent needs of local
residents, we also invest in people now so that there is less
demand for safety-net services in the future.
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Who runs United Way?
A volunteer Board of Directors and professional staff ensure that
United Way is working effectively and efficiently to improve
people’s lives. Hundreds of local volunteers help keep United Way
a dynamic, growing, and responsive organization.
How much of my contribution actually goes to program
services?
Administrative and fundraising costs are kept very low because of
the large number of volunteers involved in raising and allocating
funds. In 2013, this allowed 83¢ of every dollar to be used for
programming. Without United Way support, agencies would need
to spend more of their money and energy on their own fundraising.
How are campaign funds distributed?
The United Way Community Investment Committee, consisting of
United Way Board members and other volunteers, reviews
applications from member agencies that seek funding to support
community programs. These volunteers use priorities from the
most recent community needs assessment to decide where funds
can have the greatest impact.
What is the value of giving to United Way when I can donate
directly to an agency?
With 58 years of experience in Monroe County, United Way
focuses on people and the issues close to us: food, housing,
health care, emergency services, children and youth, employment,
earnings stability, and older adults. Services funded by United
Way have a broad reach – touching 1 in 3 community members
each year.
When you give to United Way of Monroe County’s Community
Action Fund, you invest in high-quality, results-oriented programs
managed by United Way’s member agencies. Nonprofits are also
able to use United Way allocations from the Community Action
Fund as matching funds for state, federal, and private grants.
Because our member agencies don’t need to spend as much
money fundraising, more money goes to services in the
community.
United Way also helps all local agencies serve their clients most
effectively by providing resources, materials, professional
development opportunities, and technical support.
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Why should I give when I can only afford a small amount?
Every single dollar makes a difference! Giving what you can is
appreciated, and provides you with an opportunity to join with
others in the community to help those in need. Indiana University
offers payroll deduction, which spreads your pledge payments
throughout the year. There are many ways to give, including
volunteering with United Way of Monroe County.
 $1/wk provides 13 preschoolers with their very own book
to help build early literacy skills.
 $2/wk provides 70 bags of healthy groceries to lowincome families.
 $3/wk provides 12 people with needed medicine.
 $5/wk provides blankets to 52 people staying at an
emergency shelter following a disaster.
 $7/wk provides breakfast for 7 children for the summer.
 $10/wk will provide transportation for 9 people to and from
a new job for 2 months.
 $20/wk provides materials for a volunteer-built ramp that
allows low-income seniors to live at home safely.
What records should a donor keep to meet the new IRS rules?
Campaign donors should keep a copy of the completed pledge
form for their tax records. They will also need a copy of their pay
stub, W-2, or similar document showing the amount withheld and
paid. They should consult their tax advisor for more information.
United Way will send a receipt for all cash, check, credit card, and
stock donations over $250, and tries to gratefully acknowledge all
gifts.
Can I give to the Community Action Fund but exclude a
certain agency?
Yes, whether donating online or completing a printed pledge card,
you can specify which agency should not receive your donation.
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What can I say to my co-worker who doesn’t want to give to
United Way because Planned Parenthood is a member
agency?
Planned Parenthood provides valuable health services and United
Way funds only their health and education services: cancer
screenings, infertility counseling, teen peer education, and basic
health services such as diabetes testing. The majority of Planned
Parenthood’s clients live at or below 150% of the federal poverty
level. On the pledge form, donors can indicate that their funds
should not be distributed to any particular member agency.
How much of a donation stays local?
Over 98% of your gift remains in your community helping families,
neighbors, and co-workers. We voluntarily pay dues to our state
and national associations in exchange for valuable information and
referral services, consultation, supplies, trainings, and grant
opportunities. Networking with other United Ways allows us to
share ideas, materials, and other resources. As always, all of our
decisions are made locally by staff members and a volunteer
board of directors who know this community.
Does United Way have a non-discrimination policy?
Yes, the non-discrimination policy ensures that all who would
benefit from the high-quality programs of our agencies are eligible
to receive those services. Member agencies cannot discriminate
on the basis of race, color, marital or familial status, religion,
gender, sexual orientation, national origin, nationality, age,
disability, veteran status, or any legally prohibited classification.
Will I feel pressured to give?
United Way’s Board of Directors takes a strong position that does
not condone any form of coercion, especially if there is any stated
or implied effect on your personal economic status. Whether one
gives, and how much one gives, are personal decisions.
I know someone who couldn’t get help from an agency. Why?
Most likely, the person asked for a service the agency couldn’t
provide or went to the wrong agency for the services needed.
Eligibility guidelines are sometimes dictated by government
regulations or other funding sources. United Way is ready to look
into any instance where someone feels help was unjustly refused.
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What is Day of Action?
Day of Action is a day of collaboration, volunteering, and
community building. Indiana University departments, students,
youth groups, faith-based groups, businesses, and other
volunteers are matched with service projects at member agencies
and other local nonprofits. Recently, volunteers built bookshelves,
read to children, and helped with painting, spring cleaning, and
gardening.
What is 2-1-1?
2-1-1 is a free, 24-hour, confidential service. Specially-trained
operators help callers find the resources they need. Help is now
available throughout Indiana in over 150 languages. If you know
someone who might need information about food, housing,
employment, clothing, education, counseling, health care, senior
services, child care, or legal aid, have them dial 2-1-1 or visit
211infolink.org. If 2-1-1 does not work on your phone, please call
(317) 926-4357.
The Leadership Giving Program
What is a Vanguard?
The Vanguard Leadership Giving Program recognizes individuals
who make a substantial impact on vital social service priorities. A
gift at this level signifies a commitment to creating sustained
improvements in the lives of community members. Vanguards are
invited to join at the following giving levels:
•
•
•
•
Benjamin Harrison ($10,000+)
Platinum ($5,000-$9,999)
Gold ($2,500-$4,999)
Silver ($1,000-$2,499)
Members of the same household may combine their gifts to
participate in the Vanguard program. Gifts that are matched by an
employer will be recognized at the Vanguard level if the total gift is
$1,000 or more.
What is the Young Leaders Society?
The Young Leaders Society is composed of civic-minded
individuals or couples under the age of 40 who make a combined
annual gift of at least $500. These leaders demonstrate an early
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commitment to United Way and their community. Young Leaders
can donate online or download the United Way campaign pledge
card. By donating over $1,000, Young Leaders may also
participate in the Vanguard Leadership Giving Program.
Is there is a matching opportunity this year?
Yes! Through a generous matching grant, our community can
receive a dollar-for-dollar match for:
• New Vanguard Leadership Givers who pledge $1,000 or
more as individuals or partners.
• Increases in existing Leadership gifts: Silver by 10%,
Gold, Platinum, and Benjamin Harrison by 5%.
• New Young Leadership Givers who pledge $500 or more
as individuals or partners.
During the past three years, you helped us qualify for over
$210,000 in desperately-needed matching funds for our
community. Your continued support is greatly appreciated. For
additional matching grant details, go to
www.monroeunitedway.org/MATCH.
How are Leadership gifts made to United Way?
Vanguard donors can donate online or can download the United
Way campaign pledge form and use any of the methods United
Way offers to make their gift. Contributions can be made through
payroll deduction, direct billing, ACH withdrawals, credit cards,
cash or checks, or through the donation of stocks.
How are Leadership Givers recognized?
Unless Leadership donors choose to remain anonymous, they are
recognized in the publicly-distributed Leadership Giving Roster.
The donor’s professional affiliation is also listed (optional). United
Way volunteers sometimes host special events to acknowledge
the important role Leadership Givers play in the general United
Way campaign and our community.
Can a Leadership contribution be designated?
All donors are encouraged to give to the Community Action Fund
in order to support the mix of services that will make the most
impact on our community’s future. Individual contributions can be
also designated to a United Way partner agency or an eligible,
local 501(c)(3) organization.
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Donor Choice Program
Does United Way have “Priority Funds”?
Yes, donors can focus their giving on any or all of our three priority
areas - Education, Earnings, and Essentials. These funds will be
distributed by the Community Investment Committee to member
agencies meeting goals in that area. Simply follow the instructions
online or in the Priority Fund section on your printed pledge card.
Can I designate a particular agency to receive my donation?
The Community Action Fund helps donors address a wide range
of community issues with one gift. As an additional option, United
Way offers a donor choice program, which allows contributors to
direct all or part of their gift to a specific member or non-member
agency or a United Way in another county. Directions are on
pledge cards. In order to keep processing costs low for our
donors, designated gifts must be at least $25 per organization or
they will be directed to the United Way Community Action Fund.
What are the standards for member and non-member
agencies?
Our 25 member agencies meet strict standards of governance,
program effectiveness, and financial accountability; they are
evaluated regularly as part of a volunteer-driven certification
process. Non-member agencies are not monitored by United Way,
but we do verify their tax exempt status.
Does United Way assess processing fees?
There is no fee to designate to member agencies. Non-member
organizations are assessed a 12% fee on all donations to
reimburse United Way’s processing expenses. This is very low
compared to most agencies’ internal fundraising costs, and we
establish eligibility at no charge. Non-cash designations are
reduced by an allowance, currently 7%, to account for
uncollectible pledges.
What types of non-member agencies are eligible to receive
donor designations?
Organizations must have Section 501(c)(3) designation from the
IRS; have local impact or a local presence; work in the areas of
human service, the arts, or the environment; and be able to
document a minimum one-year record of service. Federations,
religious congregations, government units, and capital drives are
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not eligible. If the organization is not eligible, United Way staff will
discuss options with the donor.
Are there any new member agencies this year?
Yes, New Hope Family Shelter became a member agency in
August 2014. New Hope provides temporary shelter for homeless
families in Bloomington and Monroe County and, in collaboration
with other agencies, helps those families regain housing by
addressing the problems that led to homelessness.
Other Questions
What should I do if I have other questions?
We encourage anyone with questions to contact Bert Clemons at
the United Way office via email at [email protected] or
at 334-8370.
Visit Us
United Way and our member agencies are proud to partner with
you throughout the year to create a better tomorrow. Keep up with
United Way at www.monroeunitedway.org or visit us on
Facebook (/monroeunitedway) or on Twitter (@monroeunitedway).
While you’re on our website, please sign up for our monthly
newsletter.
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On the cover:
A shy 9-year-old uncertain about her future. For
Heather, school was sometimes a struggle and life in Crestmont
with her mom and brothers had its ups and downs. But then
Heather was matched with Corey through United Way member
agency Big Brothers Big Sisters. The two quickly became close
and their bond is still strong today — 10 years later. “When I
needed help with schoolwork, someone to talk to, or just a girls
day, Corey was always there, no matter the situation. She gave
me someone to look up to. To know that whatever I want to do
is possible, no matter how impossible it seemed.” And now,
headed off to the college this fall, Heather’s future looks bright
as can be.
“I’ll be the first person in my family to not only
attend college but also graduate from college!”
Volunteers and donors like you create a better tomorrow for
Heather and the thousands of other people in our community
with a United Way member agency in their lives.
Thank You!
Indiana University – Bloomington
United Way Campaign
Public Affairs & Government Relations
Bryan Hall 300, 107 S Indiana Ave
Bloomington, Indiana 47405
(812) 855-4343 Fax (812) 334-8387
indiana.edu/~uwayiub
monroeunitedway.org