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A- C D - F G - L M - O P - R S - T U
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AFL-CIO MEMORANDUM OF
UNDERSTANDING: National Partnership in which AFL-CIO
supports United Way campaigns across the country.
ADMINISTRATIVE COSTS:
Costs incurred for the normal operation of the United Way,
as approved by the Board. "Operating overhead" includes
office rent, supplies, utility costs, and salaries for paid
staff members.
AGENCY TOURS:
Arranged tours of selected agencies by groups of solicitors
and prospects to get on site education of service delivery
system.
AMERICAN FEDERATION
OF LABOR AND CONGRESS OF INDUSTRIAL ORGANIZATION (AFL-CIO):
National and local unions who are affiliated with the national
AFL-CIO.
BASE SUPPORT FUNDING:
Base support funding is Annual Funding. United Way of the
Inland Valleys funds programs, not agencies. Each year Community
Review volunteers determine the level of funding programs
will receive for the next fiscal year.
BOARD OF DIRECTORS:
The governing board of United Way of the Inland Valleys, made
up of local community leaders.
CAMPAIGN CABINET:
A group of volunteers, headed by Co-Chairs and including Division/Regional
Chairs. These chairs are involved in planning the annual fundraising
drive.
A CASE FOR GIVING:
A concise statement of the purpose and need for increased
giving to the campaign. Directed to the CEO of a company.
CAMPAIGN COORDINATOR:
The person appointed by the Chief Executive Officer or Manager
to coordinate the United Way employee campaign in an organization.
CARD VALUE: The
amount pledged by an individual or organization in a prior
year’s campaign.
CERTIFIED AGENCIES (MEMBER
AGENCIES): Non-profit health and human services agencies
affiliated with United Way of the Inland Valleys.
CLIENTS: Individuals
who use United Way supported services.
COMBINED FEDERAL CAMPAIGN:
A campaign run by the United Way that is contracted by the
Federal Government to administrate charitable fundraising
which occurs on the premises of offices of the United States
Government.
COMMUNITY CARE:
An option that allows donors to pool their donations to support
a wide range of local health and human services.
COMMUNITY PROBLEM SOLVING:
Funding and/or staff/volunteer resources committed by United
Way of the Inland Valleys to address specific community needs.
COMMUNITY REVIEW:
A process that utilizes community volunteer members to review
agencies’ applications for United Way funding. This is
an annual process conducted to assure that the United Way
meets priority needs and preserves the public interest.
COMPANY WIDE CAMPAIGNS:
A plan for employee giving developed by national firms and
implemented at all local plants and/or offices using local
standards and materials.
CONTRIBUTION FORM:
A form distributed during a campaign rally which individual
employees use to authorize: (a) their gift through one immediate
donation (such as cash), (b) a gift through one payroll deduction,
or (c) a gift by credit card.
CORPORATE GIFT:
A donation made by a company, out of company profits.
DESIGNATIONS:
An option provided to contributors who wish to designate their
gift to a specific agency or geographic location.
EMPLOYEE GIVING:
Cash gifts or pledges of employees at their place of employment,
accomplished most successfully and effectively through a good
payroll giving plan.
EMPLOYEE GOAL:
An established dollar amount that represents the desired objective
for the employee campaign. Employee goals should be developed
with the Chief Executive Officer, the campaign coordinator,
and the campaign committee.
"EXEMPT" AGENCY:
Each fall agencies have the opportunity to request an exemption
from the Community Review Process taking place the next spring.
There are formal application process and review by the Major
Allocations Committee that oversees the annual funding process.
Only agencies that received high scores in the previous Community
Review Process and are current with all reporting requirements
can be exempted. The policy allows 1/3 of the agencies to
be exempt in a given year and an agency can only be exempt
for one year at a time. All exempt agencies re-enter the full
Community Review Process the following year, but may not request
another exemption in the future. Agencies granted an exemption
cannot request increases in Base Support Funding, but are
eligible for the indexed adjustment if it is available.
FUNDERS ROUNDTABLE:
The Funders Roundtable is a group of private and public funders
that meet regularly to share and explore the issues facing
funders in this diverse region. The Funders Roundtable is
open to all funders providing support to charitable organizations
or projects in Riverside and San Bernardino Counties.
GOAL: General
campaign goal is established by the United Way Campaign Cabinet.
GROUP SOLICITATIONS:
Solicitation following presentation and film at employee rallies
on company time.
INDEXED ADJUSTMENT:
For the 2002 process it is 3%
Each year in the Fall the Major Allocations
Committee determines the Indexed Adjustment (Cost of Living)
increase to programs receiving Base Support Funding. The rate
is based on a three-year rolling average using the October
Consumers Price Index (CPI) for "All Urban Consumers
Index for Los Angeles-Riverside-Orange County, CA." Agencies
are informed of the allowable indexed adjustment amount when
they receive the application package.
INDIVIDUAL SOLICITATION:
Solicitation of an individual donor (usually an idividual
not found in the workplace.)
INFORMATION AND REFERRAL
(VOLUNTEER CENTER HELPLINE): A United Way funded program
dedicated to helping people in trouble or need by referring
them to appropriate services.
INHOUSE FEDERATION:
Fundraising and distribution efforts within company employee
groups are administered by a committee of employees. Funds
are allocated to causes in addition to United Way.
IRS FORM 990:
Non-profit organizations are required to submit a Form 990
to the Internal Revenue Service. This is the tax return for
the organization and reflects sources of funding, amounts
used to provide services/programs, costs of fundraising and
management expenses. Member agencies are required to submit,
to United Way annually, a Form 990, an audit/review, budget
and annual report. These reports are due based on the agency’s
fiscal year.
LABOR PARTICIPATION:
Active labor support and involvement both locally and nationally
in the United Way campaign.
LOANED EXECUTIVE (LE):
An individual "donated" by a sponsoring corporation,
underwritten by a corporation, and/or volunteer hired by United
Way, who serves as an extension of the local United Way staff
during a specified period of time, which is usually the duration
of the campaign. The LE is responsible for contacting and
securing management support for employee campaigns, conducts
campaign rallies, and initiates close follow-up on all firms
contacted.
MINIMUM FUNDING:
Agencies can request an increase to reach the Minimum Funding
Level of $10,000. Only those requests are considered for agencies
whose combined total allocation for all programs and total
net designations is less than $10,000.
MIS/FINANCIAL SPECIALIST:
Management Information System/Financial Specialist. Maintains
computers, software and hardware at United Way office. Involved
with annual campaigns, overseeing and tracking campaign donations;
including reports given by organization and company coordinators,
donor designations, and payroll deductions.
NEW HIRES PROGRAM:
Enrolling new employees at time of hiring for a contribution
to United Way through payroll giving. Not only a source of
new dollars but helps recapture losses due to employee attrition.
NEW MONEY: Dollars
that are reported over card value.
ONE TIME MONEY: A contribution made to United Way as a result of special circumstances
for one campaign. In most cases the gift is made in addition
to a normally generous annual contribution and will not be
repeated in succeeding years.
ORGANIZED EMPLOYEE GROUPS: Unions and employee associations in both the public and private
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