UNITED WAY OF SAN DIEGO COUNTY

VOLUNTEER ENGAGEMENT

STRATEGY

MOBILIZE CONSTITUENTS TO GIVE, ADVOCATE AND

VOLUNTEER. Strategically leverage volunteer resources to

supporters, and increase revenue.

March 2015 A. Veen

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Executive Summary

Since 2011 United Way of San Diego County has been recruiting volunteers and connecting them to opportunities throughout the county with organizations that focus on education, health, income and homelessness. We have done this through our on-line volunteer portal, creating group volunteer project opportunities for our corporate campaigns, assisting corporate groups with project proposals (non-partners), hosting United Way Events such as Day of Action and through United Way Committees.

Why Change? As we begin transitioning our focus to education and families, we need to ensure volunteer opportunities provide a branded United Way experience that connects our volunteers to the work we do. We want volunteers to understand United Way’s impact in the community and to serve as ambassadors for us.

New Volunteer Vision Create a Volunteer Engagement Strategy tied to our Community Impact metrics. Provide a branded “Live United” experience through a menu of options that engage group volunteers, work site volunteers, individual volunteers, families and corporate sponsors. Deliver a relevant and seamless customer experience that results in stronger volunteer support and engagement that converts those volunteers to become more robust donors. Recommendations for New Volunteer Strategy Only offer volunteer activities with funded partners or those strategically aligned with our work so that our energies are focused on building strategic volunteer engagement plans for our priority segment groups including: corporate campaigns, the board of directors, Women’s Leadership Council and Emerging Leaders. Employing the volunteer engagement menu, events calendar and the new Live United Tour on-site experience will connect volunteers to our work and offer a clear cultivation opportunity to grow their engagement to United Way. Resources Needed and Potential Revenue In order to meet increasing volunteer requests, engage donors in more meaningful experiences, increase brand awareness in the community and grow our signature and seasonal events, we recommend purchasing new volunteer portal technology to create a more user-friendly customer experience that also allows tighter controls of volunteer opportunities partner agencies can post on our site. Growing our volunteer engagement team in a phase approach over the next three years would yield a potential return on investment of more than $315K in donations from volunteers and corporate sponsors, which would more than offset the salary expense for the proposed existing/new staff position(s).

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Table of Contents:

HISTORY: .................................................................................................................................................... 5

CURRENT VOLUNTEER ENGAGEMENT ACTIVITIES ..................................................................... 6

WHY CHANGE? ......................................................................................................................................... 7

NEW VOLUNTEER VISION ..................................................................................................................... 7

VOLUNTEER STRATEGY PROCESS ................................................................................................... 8

GROUP CASE STUDIES ..................................................................................................................... 8

RECOMMENDATIONS FOR NEW VOLUNTEER STRATEGY ......................................................... 9

WHAT WE WILL TRANSITION AWAY FROM… ............................................................................ 10

2014-2017 GOALS............................................................................................................................... 11

VOLUNTEER STAFF STRUCTURE AND RESPONSIBILITIES ................................................. 11

RESOURCES NEEDED: .................................................................................................................... 12

APPENDIX ................................................................................................................................................ 13

GOALS ................................................................................................................................................... 14

2014-15 VOLUNTEER ENGAGEMENT STAFF ROLES AND RESPONSIBILITIES ............... 17

UNITED WAY RESEARCH ................................................................................................................ 18

WLC GIVING REPORT ....................................................................................................................... 19

GEICO GIVING REPORT ................................................................................................................... 20

Ernst and Young GIVING REPORT .................................................................................................. 21

RESOURCE DEVELOPMENT ACCOUNT NEEDS ....................................................................... 22

GET CONNECTED PROPOSAL ....................................................................................................... 23

VOLUNTEER WEBSITE COMPARISON ......................................................................................... 28

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HISTORY: 2000 Volunteer Center at UWSD becomes Volunteer San Diego Remains in UWSD building receiving administrative and human resources support along with annual funding 2011 Volunteer San Diego dissolves 2011-2013 Americorp VISTA Volunteer and part-time Volunteer Coordinator on staff at UWSD 2012 UWSD Starts Volunteer Challenge1 to reach 10,000 volunteers (3% of SD County Population) 2012 = 2483 Volunteers 2013 = 4617 Volunteers 2014 = 6184 Volunteers (2% of SD County Population, 62% to goal) 2013 Volunteer Engagement Manager hired 2013 Hands On San Diego launched (all volunteer led, former Volunteer San Diego staff involved) 2014-2015 Begin Volunteer Engagement Strategy The need for volunteer matching still exists in San Diego. Volunteers and organizations alike express confusion about how to best connect volunteer prospects. Thirty-three percent of volunteer respondents indicate one of their top challenges to serving is that they are not sure where to find volunteer opportunities.2 At present we have more people interested in volunteering than we have opportunities to place them in. While there are a number of volunteer-connecting resources operating in San Diego to facilitate the volunteer matching process, they do not appear to sufficiently meet local needs. Currently, both nonprofits and volunteer prospects report that word of mouth and an organization’s website are the most powerful tools for sharing and filling volunteer positions3.

1 In 2012 United Way World Wide kicked off a national goal to recruit and serve one million volunteers, as of 1/6/2015

they have recruited 347,088 (35% to goal). 2 University of San Diego Caster Center for Nonprofit Research, State of Nonprofits – Annual Report 2013

3 Nonprofits find the best volunteer matches through word of mouth (73%) and their websites (43%). Volunteers find

the best opportunity matches through the nonprofits’ websites (35%) and word of mouth (29%). - University of San Diego Caster Center for Nonprofit Research, State of Nonprofits – Annual Report 2013

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CURRENT VOLUNTEER ENGAGEMENT ACTIVITIES

1. Volunteer Portal Individuals interested in searching opportunities can create an account and begin searching for opportunities based on their interests. Partner agencies can post opportunities as long as they fit into Education, Health, Income and Homelessness.

2. Group Volunteer Projects

Campaign accounts looking for volunteer activities have an option to engage their employees in a group project at an agency site or have an on-site volunteer opportunity brought to them. Examples of these projects include sorting and counting books at United Way office, serving meals to the homeless, sorting and packing supplies for literacy tool kits, book and gift drives and decorating bookmarks or writing thank you notes to teachers.

3. Corporate Group Project Proposals (non-partners) Throughout the year we receive requests from companies in San Diego and out of town/state, looking for group volunteer opportunities. These requests usually accompany a conference and have a specific date for the project request. Most requests are for large groups ranging from 25-100 volunteers.

4. United Way Events

Throughout the year United Way holds volunteer and community events which need volunteers to help with a variety of duties.

• Annual Day of Action – June 21st4, volunteers help pack book bags with books, bookmarks and reading tip sheets.

• Community Celebration Kick Off- September, volunteers help with registration and general crowd control.

• Adopt a Family for the Holidays – each year we support multiple partner agency Adopt a Family drives to support families throughout San Diego County including the Labor Toy and Food Drive.

5. United Way Committees

Select members of the community interested in sharing their professional expertise and experience can volunteer to serve on one of our committees. Examples of skills utilized on our committees are fund development, marketing and finance.

4 In 2015 Day of Action will be held on June 20

th since June 21

st is a Sunday.

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WHY CHANGE?

As we begin narrowing our focus to education and families, we need to ensure volunteer opportunities are similarly focused. Although there is a need in the San Diego community for a volunteer matching service, we can no longer fill that role. We can continue to have good relationships with other volunteer matching organizations, while understanding we each serve our own niche. We want to ensure the volunteer experience is handled with the same level of customer experience a donor receives5. In order to ensure our volunteers receive a “United Way” experience and understand how their work helps to make impactful change, we need to be more strategic in the opportunities we offer and the messaging received at each opportunity.

NEW VOLUNTEER VISION Create a Volunteer Engagement Strategy that is mission focused and tied into our Community Impact metrics. Ensure that volunteers are enjoying a “Live United” experience through a menu of options that can engage group volunteers, work site volunteers, individual volunteers, families and possible corporate sponsors. Be able to create a relevant and seamless customer experience that results in stronger support and engagement among donors.

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5 On average, people donate 10 times more money if they have volunteered in the past year. Two-thirds of

volunteers said they give money to the same groups to which they donate time. – Volunteerism and Charitable

Giving 2009 6 United Way of Massachusetts Bay and Merrimack Valley

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VOLUNTEER STRATEGY PROCESS At the beginning of the fiscal year a cross-functional team was formed to begin framing the needs of volunteers and partner agencies and identifying prioritized goals over the next three years. Members on this team represented Volunteer Engagement, Resource Development, Marketing and Community Impact. The Volunteer Engagement team also surveyed partner agencies utilizing our volunteer portal, gathered research from United Way World Wide, attended the Volunteer Engagement Summit, received an updated proposal from Get Connected, completed research on volunteer programs within other United Ways and completed case studies of three volunteer groups.

GROUP CASE STUDIES

WLC Volunteer Case Study Since 2013 we have had nearly 50 volunteers engaged in WLC partner agency opportunities. These opportunities include reading nights with Community Housing Works, Career Coaching with girls at the Girls Rehabilitation Facility through SAY San Diego, a holiday gift drive and event with Home Start Maternity Shelter, and scholarship application reviews with San Diego Foundation. Over the past year (2013-2014) we have had 26% of WLC members participate in some form of volunteer engagement and of those that volunteered in 2013, we have seen an increase in their 2014 gifts of 39%7. GEICO Case Study Beginning in 2014 we began engaging GEICO employees in seasonal volunteer opportunities. They held an on-site activity building sack lunches for Interfaith Community Services, were title sponsors for Day of Action, sent volunteers and the gecko to Day of Action, held a costume drive for Monarch School and sent volunteers to help students pick out their costumes. Out of the 26 volunteers in 2014, 19 have reported gifts with an increase in their 2014 gifts of 14%. Ernst & Young Case Study In September 2014, we held a volunteer activity at UWSD for Ernst and Young Connect Day. Of the 14 volunteers that participated, we have 5 reported gifts for 2013 and 2014 with an increase of 5%. In 2015 we hope to increase our involvement with EY Connect Day and ramp up their engagement with UWSD.8

7 One member increased her gift from $10,000 to $25,000.

8 There is a high number of Ernst & Young Managers that are Tocqueville donors and are pleased with the

opportunity to engage their employees.

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RECOMMENDATIONS FOR NEW VOLUNTEER STRATEGY This is how we are going to change and ensure our volunteer activities are focused on impacting education and families, engage volunteers in a meaningful way and grow our donors to be loyal contributors:

1. Volunteer Activities Prioritize corporate accounts and align engagement activities with UWSD mission, vision and key partners.

• Live United Tours (on-site at UWSD) • Mission Federal Junior Achievement Finance Park Philanthropy Shop • UWSD Seasonal Events (Day of Action, Holiday, Read Across America) • Partner volunteer projects (at partner location) • On-site volunteer activities (at company location)

2. Strategic Volunteer Engagement for Segmented Groups

Work closely with Resource Development to identify volunteer activities for affinity groups such as the Women’s Leadership Council and Emerging Leaders. Ensure our Board of Directors and committee volunteers are engaged in volunteer activities. Utilize research data to identify key areas of the community to reach out to and recruit for volunteer activities.

3. Volunteer Engagement Menu Create an annual Volunteer Engagement Calendar and menu of options to be utilized by corporate accounts, current donors, staff, current volunteers, potential donors and potential volunteers. Establish a protocol for handling the volunteer experience.

4. New Volunteer Portal Purchase a volunteer portal that will be utilized to recruit volunteers for targeted volunteer projects and that will create a robust, seamless user experience.

5. Live United Tours In partnership with Resource Development and Community Impact, create a branded United Way experience that gives volunteers a strong connection to our work and a clear path to continue to grow their connection to United Way. Tours will range from one-hour to four-hour experiences based on staff availability, scope of volunteer project and need of volunteer group.

Volunteerism plays a critical role in United Way by bringing businesses, volunteers and a network of partner agencies together to create real and lasting change.

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WHAT WE WILL TRANSITION AWAY FROM…

• Partner agencies and volunteer experiences will be strategically screened by the Volunteer Engagement Team to ensure that only partners we actively work with can post opportunities on our website.

• Serving court ordered volunteers. • Sending volunteers to a partner agency without United Way representation.

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2014-2017 GOALS 2014-2015

1. Create a menu of short and long term volunteer opportunities in line with our community impact metrics.

2. Hold two large volunteer events. 3. Create a volunteer marketing strategy. 4. Institute mission focused affinity group opportunities.

2015-2016 1. Create Live United volunteer experience. 2. Revise Volunteer Policies and Procedures. 3. Hire additional Volunteer Engagement Coordinator. 4. Build a Volunteer Engagement Committee. 5. Hold three large volunteer events. 6. Establish a structure for Community Impact volunteer coordinators.

2016-2017

1. Hire additional Volunteer Engagement Coordinator. 2. Implement product development plan. 3. Establish a menu of company on-site volunteer options. 4. Hold four large volunteer events.

VOLUNTEER STAFF STRUCTURE AND RESPONSIBILITIES

Based on ideal four year growth plan

- Volunteer Engagement Manager/Director: Corporate and agency partnerships. Social Media, website and newsletters. Strategic planning and lead on large scale volunteer events.

- Corporate Volunteer Engagement Coordinator: Group project requests, onsite volunteer activities, and Live United tours.

- Donor/Community Engagement Coordinator: WLC, Emerging Leaders, Affinity Groups, and Holiday opportunities.

- Community Impact Volunteer Coordinator: Coordinate reading and tutor volunteer programs, coordinate community event volunteers and individual volunteers not associated with a campaign account.

- Volunteer Engagement Specialist: Database and website support (Andar Super User, Get Connected). Document and form management, policies and procedures, volunteer/donor thank you letters. Support Partnership volunteer coordinators.

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RESOURCES NEEDED:

In order to meet the need of our volunteer requests, engage donors in more meaningful experiences, increase brand awareness in the community and grow our seasonal events we will need to grow our volunteer engagement team over the next four years with a potential return on investment of $315,000 increase in donations from volunteers and corporate sponsors. We will need a more user friendly volunteer platform9 in order to ensure the volunteer on-line experience is seamless and comparable to other volunteer applications in the market.

STAFF GROWTH YEAR IDEAL FUNCTIONAL CONSERVATIVE

2014-15 1.5 FTE

2015-16 2.5 FTE 2.0 FTE with RD and CI shared staff resources

1.5 FTE

2016-17 3.5 FTE 2.5 FTE 2.0 FTE with RD and CI shared staff resources

2017-18 4.5 FTE10

POTENTIAL REVENUE YEAR CORPORATE EVENT

SPONSORSHIP FOR DOA (approx. 20% increase each year)

DONATION INCREASE (10% over 4 years on accounts with volunteer needs)

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2014-15 $20,000 -

2015-16 $24,000 -

2016-17 $29,000 -

2017-18 $35,000 $280,000

9 Approval to purchase Get Connected was approved for the 2014-15 Budget. An upgrade to this software has

since been added with an increase of $500-$1000 to the original proposal. See appendix for original proposal and

product comparison. 10

Based on demand of volunteer projects. 11

2013 Campaigns with volunteer needs = $2,800,000

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APPENDIX

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GOALS:

GOALS YEAR 1

2014-2015

TIMELINE

PEOPLE

INVOLVED

IMPLENTATION ACTIVITIES

1. Develop menu of short term and long term volunteer opportunities in line with our Community Impact metrics

Complete by June 30th

VE Marketing RD CI

• Survey school principals • Assess and segment partner agency

opportunities • Support CHPfC on site volunteers • Train staff on volunteerism • Create screening tool for partner agency

opportunities • Create screening tool for corporate Group

Projects • Create on-site volunteer activities/kits

2. Establish Seasonal/Regional

Volunteer Events

Complete by June 30th VE CI RD Marketing

• Map need of agencies and corporate partners • Read Across America Day - March 2015 • DOA (multiple sites) – recruit volunteers to serve

on committee • Large scale Adopt a Family in

November/December 2014 3. Create Transition Strategy to Focus

on Partner Agencies a. Strong agency partnerships b. Agency fits into our

mission c. Potential to be a strong

partner d. Remove/does not fit in our

mission

Complete by June 30th VE CI Marketing

• Remove UWSD from court-ordered community service lists

• Meet with other volunteer service organizations • Create messaging/communication plan for

partner agencies. o Letters, email, calls for specific partner

agencies • Live transfer to 211 – talking points

4. Create Volunteer Marketing Strategy Complete by June 30th VE Marketing

• Purchase Get Connected • Live United Tour • Segmented engagement opportunities

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GOALS YEAR 2

2015-2016

TIMELINE

PEOPLE

INVOLVED

IMPLENTATION ACTIVITIES

1. Grow Volunteer Engagement Staff September 2015

VE Manager Marketing Director CDO HR

• Hire a full time coordinator to take on corporate engagement and support affinity group engagement.

2. Create Volunteer Policies and Procedures September 2015 VE

RD • Establish affinity group project policies • Create volunteer recognition program

3. Grow Affinity Group Opportunities December 2015 VE Marketing RD

• Utilize WLC Model

4. Create Volunteer Engagement Committee March 2016 VE CI RD

• Create Live United Volunteer training • Create goals and objectives of Volunteer

Engagement Committee • Recruit and train members • Committee members to represent UWSD at

volunteer events throughout the county

5. Grow Seasonal Events June 2016 VE RD CI Marketing

• Read Across America Day - March 2016 • Host Alternative Spring Break projects with

partner agencies • DOA activities May-June 2016 • Holiday Adopt a Family

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GOALS YEAR 3

2016-2017

TIMELINE

PEOPLE

INVOLVED

IMPLENTATI0N ACTIVITIES

1. Grow On-Site Volunteer Projects September 2016 VE Marketing CI

• Create literacy toolkits • Food and clothing drives • Book and classroom supply drives

2. Grow Volunteer Engagement Staff September 2016

VE Manager Marketing Director CDO HR

• Hire a full time coordinator to take on holiday adopt a family, small community events (Read Across America Day and National Days of Service) and manage affinity group engagement.

3. Product Development December 2016 VE

CI Marketing

• Born Learning Trails • Literacy Toolkits • TBD

4. Grow Seasonal Events June 2017 VE RD CI Marketing

• MLK or Cesar Chavez Day of Service • Read Across America Day – March 2017 • Host Alternative Spring Break projects with

partner agencies • DOA activities May-June 2017 • Holiday Adopt a Family

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2014-15 VOLUNTEER ENGAGEMENT STAFF ROLES AND

RESPONSIBILITIES

1. Volunteer Engagement Manager:

a. Work with partner school principals and staff, and other agencies to expand volunteer engagement partnerships

b. Create strategy to engage affinity groups (WLC, Emerging Leaders) c. Finalize selection of new volunteer management database and create systems to

regularly collect, analyze, and utilize data d. Management of Volunteer Engagement Calendar

a. Management of Read Across America b. Management of Day of Action c. Manage Summer Reading program volunteers d. Manage Community Kick Off volunteers e. Manage Holiday volunteer events

e. Implementation of internal volunteer engagement strategy a. Identify opportunities for professional development for volunteer

coordinator b. Identify systems training for volunteer coordinator

f. Create a user focused communication strategy in partnership with Digital Media Manager to include utilizing analytics, connecting with individuals and groups of volunteers, and identifying new ways to communicate with volunteers

g. Management of volunteer engagement interns and partner coordinator trainings (CHPfC)

h. Create and implement a corporate engagement strategy that includes tiered account procedure, individual donor cultivation and effective communication for cross-departmental strategies

i. Implement the usage of volunteer, donor, and agency feedback

2. Volunteer Coordinator: a. Identify opportunities to cultivate relationships through partner agency group

volunteer requests b. Coordinate and manage corporate group volunteer requests c. Creation of Volunteer E-news and Blog articles d. Management of in-kind donations and community based volunteer inquiries

(public/individual) e. Volunteer database support for agencies and volunteers f. Collect and analyze the usage of volunteer, donor, and agency feedback g. Support activities of Volunteer Engagement Calendar

i. Support sites for Read Across America ii. Support activities for Day of Action iii. Help recruit and coordinate Community Kick Off volunteers

iv. Help recruit and coordinate Holiday volunteer events

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UNITED WAY RESEARCH

South Eastern Michigan Staff aligned with fund development and community impact. They were previously serving as a referral service and now only offer opportunities that make an impact on their work. They changed to create consistency and familiarity in their volunteer program. It took a lot of internal and external communication with staff and partners to make this change and now they have a streamlined process to engage group volunteers. Types of volunteer opportunities:

- Internal opportunities at United Way office - External opportunities with long-term partners

Volunteer Engagement Staff: Part of the Fund Development Team. They now have a staff of four running the program:

- Manager of Volunteer Engagement - Corporate Engagement Specialist - Special Event Specialist - Volunteer Engagement Coordinator

Salt Lake A fellow Community Impact United Way, with 7 partnership communities serving 10,000 volunteers each year. Their 2013 Day of Caring provided 4500 volunteers at 115 different projects. They have 700 reading tutors. Volunteer Engagement Staff:

- Volunteer and Community Engagement Director - Corporate Volunteer Engagement Coordinator - Volunteer Center Coordinator - Plus School Site Directors

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WLC GIVING REPORT

WLC Volunteers 2013 Gift 2014 Gift

AS 1,200.00$ 1,200.00$

AH* 10,000.00$ 25,000.00$

UWSD 120.00$ 150.00$

UWSD 65.00$ 360.00$

BM 1,200.00$ 1,200.00$

CD 2,000.00$ 2,000.00$

CW 1,153.00$ 1,180.00$

DS 1,000.00$ 1,000.00$

GS 1,388.00$

UWSD 2,200.00$ 2,331.00$

HT 1,200.00$ 1,200.00$

JP 232.00$ 1,200.00$

KF 1,040.00$ 1,066.00$

KW 1,000.00$

UWSD 500.00$ 1,000.00$

UWSD 1,432.00$ 1,465.00$

KF 1,000.00$

LS 2,400.00$ 3,250.00$

LS 1,008.00$ 1,008.00$

LD 1,200.00$ 1,300.00$

LS 1,300.00$ 1,430.00$

LH 3,952.00$ 3,950.00$

LE 1,040.00$ 640.00$

MO 1,200.00$ 1,300.00$

MB 800.00$ 1,200.00$

RV 1,200.00$ 1,298.00$

UWSD 1,104.00$ 1,160.00$

SW 1,020.00$ 1,020.00$

TS 1,800.00$ 2,100.00$

UWSD 1,000.00$ 1,050.00$

GIFT TOTALS 44,754.00$ 62,058.00$

39% Increase in

Giving from 2013-

2014

*Ann Hunter increase from $10,000-$25,000

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Name 2013 Gift 2014 Gift Notes

GIFT SUMMARY

FB $ 208.00 $ 260.00 2013 Gifts* 6,785.00$

KC $ 208.00 $ 260.00 2014 Gifts* 7,714.00$

MM $ 390.00 $ 520.00

*Volunteers

with 2014

reported gifts

MR $ 208.00 $ 260.00 INCREASE: 14%

HM $ 520.00 $ 650.00

CM $ 260.00 $ 260.00

TR $ 390.00 $ 520.00 Initial gift was in 2012

LW No Gift NR

KH $ 260.00 NR

DP $ 390.00 $ 519.00

WS $ 1,014.00 $ 1,014.00

JS $ 260.00 $ 260.00

CM No Gift $ 20.00 No gift since 2008

TK $ 390.00 $ 520.00

LB $ 1,014.00 $ 1,014.00

SD $ 208.00 $ 520.00

HT $ 208.00 NR

SK $ 104.00 $ 260.00

CM No Gift No Gift No gift since 2009

CH $ 182.00 $ 182.00

FJ No Gift No Gift

JD $ 26.00 $ 260.00

RS $ 520.00 $ 390.00

RM No Gift No Gift

YH $ 25.00 $ 25.00

CT No Gift No Gift

26 Volunteers at 3

different events. 19 have

reported gifts for 2014.

GEICO GIVING REPORT

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EY GIVING REPORT

Name 2013 Gift 2014 Gift

RB $ 100.00 $ 150.00

MC $ 2,500.00 $ 2,500.00

JE $ 120.00 $ 200.00

AM $ 216.00 $ 200.00

YZ $ 20.00 $ 50.00

2013 Gifts* 2,956.00$ 3,100.00$

*Volunteers with

2014 reported gifts

INCREASE: 5%

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RESOURCE DEVELOPMENT ACCOUNT NEEDS

ACCOUNT/INDUSTRY VOLUNTEER NEEDS MONTH/SEASON RD STAFF

2013 CAMPAIGN

DONATIONS

Airport Sam 86,344.00$

AT&T Tours with volunteer activityAugust/Sept Becca 526,660.02$

Bio Tech Drives Year Round Katie N/A

Courtyard Marriot Downtown October Alison 167.65$

Cubic Onsite Jim 64,860.00$

Deloitte Day of Caring June Vincent 71,000.00$

Dr. Pepper Snapple Group Sept/Oct Jim 2,199.00$

Enterprise November/December Alison 248,804.00$

Epsilon/Aspen Markeing Month of Caring August Jim 3,050.87$

Ernst & Young EY Connect Day September Vincent 209,037.00$

GEICO Onsite and UWSD EventsYear Round Vincent 383,759.00$

JC Penny Year round and campaignSeptember Becca 25,152.00$

Macy's Volunteer Day August Becca 140,187.81$

Nordstrom Day of Caring October Becca 234,773.47$

Pier One Multiple Opportunities January-April Becca N/A

Port Sam 7,600.00$

Pratt & Whitney Homelessness Thanksgiving Jim 131,764.86$

Pricewaterhouse Coopers Vincent 157,584.00$

Riviera Oaks Resort August Alison N/A

Santa Fe Irrigation District September/October Alison 2,600.00$

Target Year round and campaignJune Becca 169,044.01$

TD Ameritrade TDA Day of Caring October Vincent 10,044.00$

Thermo Fisher

Homelessness, career

development Year Round Katie 7,513.50$

UPS Sam 239,029.00$

UPS Store Sam 69,824.00$

TOTAL 2,790,998.19$

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GET CONNECTED PROPOSAL

December 16, 2014

Adina & Karen,

Since we’ve been in discussion for some time now regarding a my company's Get Connected

volunteer engagement solution, I wanted to be sure you were aware that with our pending version

2.0 release (including a new front end design that is also “mobile friendly”), our pricing will be

increasing for new clients that sign on thereafter. While we have not finalized the price increase, it

will likely be a minimum of +$500 on the setup fee and +$1000/yr annual hosting. We have never

had a price increase in the four years our product has been on market, and the increase will only

impact new clients that sign on with us after the new release, which will be on January 1st.

Additionally, through collaboration with our existing clients and United Way Worldwide, we will be

releasing additional “portals” in mid-2015, that we serve as extensions of Get Connected, allowing

for even more engagement with key community partners such as corporations and local school

systems. All that said, it would be very advantageous from a pricing standpoint if you can sign on in

advance of the aforementioned enhancements, because existing clients will receive them as

complimentary upgrades.

In the event that you’re ready to move forward, I’ve attached a proposal that can be accepted any

time prior to 12/31/14, by simply signing, scanning, and emailing page two of the agreement back to

me. Starting this Friday, I will be out of office with limited access to phone/email, but please feel free

to let me know if I can be helpful in the meantime.

Thanks,

Nick

Nick Dionne Galaxy Digital 828-545-2831 www.galaxydigital.com

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VOLUNTEER WEBSITE COMPARISON Approval to purchase Get Connect was approved for the 2014-15 Budget, but we held off on purchasing due to the strategic planning process. This comparison is to highlight what was proposed last year and to confirm that from a volunteer management perspective we still recommend purchasing Get Connected.

ANDAR USER EXPERIENCE GET CONNECTED USER EXPERIENCE

NEW WEBSITE EVENTS MODULE

Positive: • Volunteer and donor profiles live in

the same database • Ability to search by agency or focus

area • Ability to search one time

opportunities • Ability for volunteer events to be

created by UWSD and partner agencies

• Ability for UWSD to edit all volunteer events

• Ability to add key words for volunteer skills and opportunity searches

• Emailing directly to volunteer and volunteer lists

Needs Improvement:

• No option to add graphics • Calendar is hard to navigate • Search results are difficult to

navigate • Search results can only be sorted

alphabetically • Volunteer log-in times out and often

leaves user frustrated • Reports are difficult to create and

customize

Positive:

• Ability to search by keywords, agency or event

• Ability to see newly posted volunteer projects

• Ability to create multiple projects in a large event

• Ability for images to be uploaded for each posting

• Ability to utilize templates that are easier to navigate (i.e. more pleasing to the user)

• Ability to email directly to volunteer and volunteer lists

• Surveys and reports are easily customizable

• Mobile app to be created in 2015

Needs Improvement:

• Can only use select branding templates

• Additional staff time to keep Andar reporting up to date

• Still hard to track volunteer if referred to a partner agency

Positive:

• Keeps website branding consistent

• Utilize events option to manage volunteer opportunities

Needs Improvement:

• Agencies cannot post their own opportunities

• Not created for volunteer management needs

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Current Volunteer Website (Andar):

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Get Connected:

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New Website:

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