SOLICITATION TYPE: Face to face Phone Email Direct mail Unsolicited

DONOR TURNDOWN: Not interested Financial reasons Maybe next year No longer with YMCA Giving elsewhere Left message/No response Incorrect donor info Have staff contact Deceased Already contacted Do not solicit

FORM OF PAYMENT: Check Securities/Stock Credit card No. ________________________________________________________

________________________________________________________

Exp. _______ / _______ Online @ www.ymcasv.org/giving

PAYMENT SCHEDULE: (Minimum invoicing - $10/month) One time: Mo. _____________________________________ Monthly: Beginning Mo. ________________________ through December Semi-annually (April and August) Quarterly (April, June, August, and November) My company will match my gift. Company Name _____________________________________________________________

Donor Signature (Optional) ____________________________________________________________ Date ________________________

YMCA of Silicon Valley – With a commitment to maintaining and extending programs to children and families, I make this contribution according to the terms as follows:

CAMPAIGNER NAME: CAMPAIGNER NO.

PLEDGE$

PAID$

BAL. DUE$

What is the Y? We are a powerful association of men, women and children joined together by a shared commitment to nurturing the potential of kids, promoting healthy living, and fostering a sense of social responsibility.

We believe that lasting personal and social change can only come about when we all work together to invest in our kids, our health and our neighbors. That’s why, at the Y, strengthening community is our cause.

Every day, we work side-by-side with our neighbors to make sure that everyone, regardless of age, income or background, has the opportunity to learn, grow and thrive.

What is the Y’s mission? To strengthen our community by improving the quality of life and inspiring individuals and families to develop their fullest potential in spirit, mind and body.

Is my contribution tax deductible? Yes, gifts to the Y are 100% tax deductible for any individual who itemizes his/her deductions.

How does the Campaign fit into the branch budget? Each Y participates in the Annual Giving Campaign. Contributions received provide direct financial assistance to people who otherwise could not afford a Y experience in year-round programs and services. Gifts do not pay for branch operations or campaign expenses. Funds raised through the Association Office Campaign are allocated to community programs throughout our 12 YMCA branches.

Why should I give money to the Y when I already pay membership dues? Your dues cover the costs of Y membership, but they do not support additional costs for outreach programs and financial assistance. The Y needs your support in this campaign to reach into the community and provide safe, high quality, character-building programs for all.

Why should I give to the Y if I’m not a member? Your support is still needed. You benefit by having a strong Y in your community that provides meaningful opportunities to help young people learn, grow and thrive. The Y makes your community a better place to live and work, making people of all ages and abilities feel more healthy, confident, connected and secure.

Can gifts be made over the course of a year? Yes, for many, a pledge is the preferred way to make a generous gift. It allows you to pay later or spread your payments over a period of time. Pledges can be paid monthly, quarterly, semiannually or in one lump sum later in the year. Contact your YMCA to discuss these and other payment options.

Have a question you can’t answer? For assistance, call your campaign leaders or branch staff at any time.

Financial AssistanceAt the Y, we welcome everyone. We offer financial assistance to individuals and families who cannot afford membership. Our Annual Giving Campaign raises money for financial assistance to ensure that no one is turned away due to an inability to pay.

Frequently Asked QuestionsHow to Use the Pledge Card

The pledge card is critical to the campaign operation. Green pledge cards represent donors who pledged in the previous two years. White pledge cards represent new Y prospects and members.

Completing the Card:

1. Verify the donor’s name and complete all contact information, including e-mail.

2. Verify donor’s form of payment for honoring their pledge. For credit card charges, be sure to indicate the entire card number and expiration date.

3. Verify the time in which the donor wishes to honor their pledge. Please note: unless indicated, the Y will automatically invoice the donor for the entire gift the month immediately following receipt of their pledge.

4. Note amount of entire pledge and any amount paid at the time of their pledge.

5. Be sure to ask if the donor’s company has a matching gift program. If so, please indicate the name of the company. In turn, the Y will forward the matching gift form to the donor for follow up with their employer.

6. Optional—secure donor’s signature that serves to emphasize the donor’s intent.

7. Be sure your name is printed on the pledge card for proper tracking and campaigner credit.

8. Please be sure to check off the applicable box(es).

Reporting Donor Pledges:

• Place all completed pledge cards and any cash or checks in the campaign report envelope.

• Complete the report envelope carefully; bring your report envelope(s) to the campaign report meetings weekly; please do not hold onto any cash or checks. If you are unable to contact a prospect, return the card as soon as possible to the Y, so someone else may have a chance to call upon that prospect.

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YMCA OF SILICON VALLEY

Association Office1922 The Alameda, 3rd FloorSan Jose CA 95126408 351 6400

For more information visit: www.ymcasv.org

Tax ID Number: 94-1156318

STRENGTHENINGCOMMUNITYTOGETHERAnnual Giving CampaignCampaigner Handbook

As a campaign volunteer and advocate of the Y, you provide leadership and talent that are vital to empowering people and communities to learn, grow and thrive. You’ve joined a diverse movement that believes that everyone, regardless of age, income or background, deserves to feel healthy, confident, connected and secure.

We thank you for being a powerful ally and advocating for our community.

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LIVING OUR CAUSEStrengthening community is our cause. We do this by focusing our efforts on developing youth, promoting healthy living, and fostering social responsibility to create positive, lasting personal and social change. Every day the Y works side-by-side with our neighbors to make sure that everyone, regardless of age, income or background, has the opportunity to learn, grow and thrive.

When you give to the YMCA Annual Giving Campaign, 100% of your gift goes toward making a meaningful, enduring impact right in your own community. In short, you continue to strengthen community and move us all forward.

As a campaign volunteer and advocate for the Y, your help in the Annual Giving Campaign:

• Helps young people to develop healthy behaviors, values, relationships, skills and experiences.• Enables adults to live healthier.• Supports families to help them feel more connected to community.

Thank you for investing your time in helping to make a difference in the lives of so many others.

1. Make your own pledge first.

2. Attend the Campaigner Success Clinic/Orientation Rally and participate in report meetings.

3. Make your ask face-to-face. It’s the best practice for securing the largest gift.

• Aim high and ask for a specific amount. For past donors, encourage an increase in this year’s gift. Let the donor decide if it is too much.

• Emphasize pledging. Most people can give more over a period of time than at any given moment.

• Bring along an experienced volunteer or staff.

4. Reaffirm the benefits of the gift and agree upon the next steps. Never leave the pledge card. If you cannot get a decision on the first visit, take the card with you when you leave, and tell the person you’ll call back on a specific date.

Clear all new Donor Prospects with your YMCA branch Annual Giving Campaign office.

YMCA Major Donor Recognition

At the Y, we appreciate all the generous gifts received from donors each year. We are especially grateful to people who choose to make a major gift to our Triangle Associates program:

Platinum Triangle $25,000 or greater

Gold Triangle $10,000-$24,999

Silver Triangle $5,000-$9,999

Triangle Associate $1,500-$4,999

“My daughter gained so much self-confidence through this program, and that gave me peace of mind in sending her to school.”

– YMCA Parent

0-10Assets

11-20Assets

21-30Assets

31-40Assets 7% 19% 35% 53% 34% 53% 69% 87% 25% 46% 69% 88%

Succeeds in School Exhibits Leadership Maintains Good Health

Create the Thriving ZoneResearch shows that there are essential elements that are critical to healthy development. We call these elements “Developmental Assets”—the positive experiences, relationships, opportunities and values that young people need to thrive. At the Y, we integrate these Developmental Assets into all our programs and services.

Things you should know and practice before making that first ask:

Know (and understand) the case for support:

Too often we move forward without really understanding the key aspects of our case for support. Think Impact–Think Values–Think Community Needs Fulfilled. What is it about the Y that motivates you to campaign?

Prepare an outline script for yourself:

Then practice, practice, practice!

Be sure to identify two or three key messages you expect to deliver.

Allow room to be flexible—memorizing your script may be confusing and will not allow you to respond appropriately.

Plan your strategy:

Figure out who your best contacts are and see them first—spouse, family, close friends, etc.

Use your repeat donors to practice your solicitation calls.

Decide on how many you wish to see each week and stick to it.

Make the call(s) and set the appointment(s):

There are only a few weeks in the campaign—no time like the present to get started.

Example script for making an appointment:

“Hello, Martha! I am calling as a volunteer with the YMCA’s Annual Giving Campaign. Will you be available to meet with me for 30 minutes next Monday to talk about the Y?”

Determine the level of gift you’ll be asking for before you make the visit:

Be committed to the ask, but be prepared to be flexible based on what you hear/learn.

Know the opportunities for pledging vs. making one payment.

When making the solicitation—three (3) important things to remember to do:

Explain the reason for the call.

Find out what the donor prospect knows about the Y firsthand or through word of mouth.

Then listen, listen, listen!

Once you’ve heard their story, experiences, impression of the Y and/or community needs:

Now’s the time to talk about the Y, match key messages with what the donor had to say, and make the ask!

Talk About the Y

Let people know how the Y is strengthening the community and how we are improving the quality of life for children, teens, adults and families.

Making the Ask4 Keys to Success

“I liked Camp Campbell. It was the longest I have ever been away from home. I learned how to take care of myself and take responsibility.”

– YMCA Camper

Campaign Brochures

Donor Pledge Cards

Campaigner Report Envelopes

Branch-specific programs and activities supported by the Annual Giving Campaign

Copy of the Stock Transfer and Matching Gift forms

Phone numbers of key staff for questions

Solicitation Checklist

We graciously accept gifts of stock. For information on how to make a stock transfer, contact us at 408 351 6454.

Simple Ways to Make a Gift

• Pledge - spread your gift over the year

• Payment in Full - cash, check or credit card

• Online – go to www.ymcasv.org and click “Give to the Y”

• Gift of Appreciated Stock

• Direct transfer or IRA required minimum distribution.*

* Donors aged 70½ or older can contribute all or a portion of the required minimum distribution directly to the Y. Contact your IRA custodian or the YMCA Development department at 408 351 6454.