Greater Twin Cities United Waygtcuw.org

Meet your CSR Goals

Andy Goldman GraySVP, Workplace Markets

Giving Trends

National Vs. GTCUW Giving Makeup

National Giving GTCUW Giving

Corporate Trends

National Giving Compared to GTCUW

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 $-

$50.0

$100.0

$150.0

$200.0

$250.0

$300.0

$350.0

US Total (Billions) UW Total (Millions)

Sector Trends

Millenials• Born 1977-1994, ages 19-36—largest generation

since the boomers• $219 billion in e-commerce annually • Do already give to charities – so we don’t have to

“teach them” how to give.• Generally give:

– Smaller amounts more frequently and spontaneously– Influenced by peers and family members or in response to

crisis• Don’t define themselves through work – and don’t

want work to define their giving affiliations.

Individual Trends

National Retirement Boom:10,000 Baby Boomers Retiring Every Day

Boomers are:

• Most loyal United Way donors

• Aligned with United Way model

• Don’t see a relationship with United Way after work/retirement

Individual Trends

Corporate Giving Trends

• Expected growth in corporate giving, especially globally

• Higher degree of focus, driven by business goals and stakeholder

• More recipient partners• Expansion in corporate campaigns

outside of United Way/1-time ask

Corporate Trends

Corporate Social Responsibility

• Companies are driving giving and community engagement choices based on social capital they can build with stakeholders

• Foundational change in the way companies see their community stakeholders

Maximizing United WayResources

April 22, 2023 9

From campaign coordinator to CSR SUPERHERO!!

April 22, 202310

Understanding YOUR CSR Goals

Group Discussion• What are you measured on?• What are your corporate social responsibility/community

relations goals?• What are your most challenging issues currently?

April 22, 202311

Wendy TraxlerDirector, Workplace Development

United Way Solutions

United Way Solutions

Employee Engagement• Caring Connection• Giving Communities• Networking events• Volunteer Leadership roles• Loaned Executive program• Retiree connections

April 22, 202313

Linkage to Engagement & Retention

Employee engagement = the extent to which employees commit to something or someone in their organization—is crucial to performance and intent to stay

Source: Corporate Leadership Council, Driving Employee Performance and Retention Through Engagement, Washington: Corporate Executive Board (2004).

Discretionary Effort

Maximum Impact on

Discretionary Effort and

Intent to Stay

Reputation of IntegrityCommunity Involvement

26.7%

32.7%

18.7%

22.7%

0%

20%

40%

Intent to Stay

Employees’ engagement = in turnover and in effort

Development Opportunities, Cummins Power Generation examples

Dev need Action plan Measure, due date

Project management Improve my ability to deliver projects to a schedule by effectively leading my department obtaining or exceeding our CIT goals. Develop project milestones, monitor progress and ensure performance. Additional skills to use – -Influencing, persuasion-Setting the aim-Fostering teamwork-Communication skills

1. Milestones defined by April 1 2. Team goals established by

April 15 (must include completion of at least 4 hrs/person & leverage at least one skill/strength of our function/team)

3. Completion of plan by Sept. 1

Communication skills Improve my active listening skills & presentation skills by meeting with a community partner to understand their priorities and how my skills can best be leverages to support their cause and presenting my work to our team in a staff meeting.Additional skills to use – -Focus on customer needs-Build relationships

1. Meet with CIT leader to develop best approach by March 1

2. Contact community partner by April 10

3. Define & complete engagement opportunity by June 1

4. Present to staff by July 1

United Way Solutions

Strategic Philanthropy• Community Impact Expertise• Convening• 211• Agency and Impact Speakers

April 22, 202316

United Way Solutions

Brand Reputation• Sponsorships• Corporate Recognition• Match pool• Co-Branding/Cause Marketing

April 22, 202317

Table Discussions

How to align United Way offerings to your goals• Employee Engagement• Brand Reputation• Strategic Philanthropy

Discuss how you can leverage and implement United Way offerings to meet your goals.

Report back on top ideas, learnings and actions.

April 22, 202318

Greater Twin Cities United Waygtcuw.org

Thank You