HomeMy WebLinkAbout1991-09-11 91-344 ORDERUPIC mill
Data 2-11—g1 - Item No. 91-3 4
Item/Subject: (=ER Adsspt� CmCinm f9er1table Caupaign Polley
Responsible Deparlml gbago l
Commentary: Revamp. ppntbg ago, the City sae curOwsed by wil lac.
corzarrsing Ha posafbflity of is ; iEntisg m tM1e City's meuaa1 t]urltable
CmPnirye%v ymll DaWcti®s Progress. Msva9mxe is a ccas t t of o ganisatiana
wotkim for peace, justice ami the prewar . res of the plaret. Ae you nay ba
awre, until thio point PefrltwroL Valley @tired Way ran tha tasty annual cbartibl s
cesgmasig s for tte City am has syeruvally been the mdy agaay pith access; m the
City's si loyees through payroll dxWction.
Givers the intmcet expre sm by Ma+w¢1w,o, am tle fact that there am otter
Fade, FMietatior s and Q�zsatiwm tbat sag, rpt pemdsslon to cwvLle[
c ita4le ca paigns vdt1s City a ployxee and sones to the payroll dm was
p 511, it sae aplmei to to prepare a Cmoblrim p table Caspaign l Ul .
Aaonzl otter topics, the l Ili covers: Applicata.... pracaLsres, Qualificatlans for
Particip tion, Assignment of C and FlVlolae Smolverent.
afe lbldcy was prepared with na.e.t SrRut Eras both Nltted Way am Mainstem
ami etmchmm aesistent with other inmicipal amt county cbaail a e cappairys
sol3citatieR Policies. iwtieipal ,n� res discussed this issue voice, am
at the last reestingr tepreperar ivy fess boas orgessizatiora vara Pasassant bo
Caudae the p poem policy. From a gmt r stardlnir2, boils orgastzetiols am
reasonably c®fosteble with the policy. However, there still's be mimar wording
changes tbet nay be breugist to the Cwrclla' attention for coda'
cvn[vvsm W
OelwtlinaR '
Manager's Comments:
city m.,mgrr
Asswuted Information:
mHar,
proposal Potioy, tXler mlatv_d irSormatvn.
Budget Approval:
Aiwace Dimulur
Legal Approval: 11
�r. CSryso i,imr
Inlr aced For
Passage
❑ First Reading Page _ of
❑Referral
please rote tfiet tFe policy, as pmp i, lies ro e6litiaial fviarsiel
isQlicatirnis m t City; S onpnurr tfws ie 1any
aRxa cceTs. limieip l Cpewtiwis tlttl rot Yelm specific m [le I�luY
otlws [tart m mfec it m me full Crnmctl m[ action.
Ae®pied to Councilor Saxl, September 11, 1991
CITY OF BANGOR
rdptirg a Caq)airyr Palicp 11
1.
f t City. of B ' _
.._........ _------ .--- .:_. ...... _...__ _.... _..
BY tM City Coamil oft City Ofeaxpor:
ORDEREDr
MT the ptapoaed Policy is here y adopt
and t t t City Mene9at ie autFnrtved to rnn,Nl ar=ty of
tM1e Yolicy.
omffiet
RTi
91-344
s
DRDEP
-
emy COUNCIL
Septtemberr 11, 11. 1 1991m
Tftle.
City Manager v excused free.
discussion because of his week
with the United Way Campaign.-
Ado Cin ...... d,
..p. g"s " F" FhPF}fip}R. GpmPp}%n
Vote Co amend numbeS 2. 3, and
4 of Councilor Cohen's amendment
policy for the City of Bangoi
City of Unger
Passed by the following yes and
Poli..... .the
no votes. CounBragg, lorsvoting yes:".,
�/i •� .rj �(
. Bragg, Coben.
ndankel.
Sawyer,
Sawyer, Sosnaunc Stone and -
Meig::ed to
no -
no:
CouMended
(�
Feel. as fo lows.
as follows.
Saxl. 'teal
of
2. instead of "appropriate
(/lYv' ` �" Councilman
b t th Cit C it
I t
that an appeal go to the full City
Council. 3. In Sec. 6.2 recommend
that language be added to requirethat the
fee be paid in advance and in 4. In Section
7.2, similar to 5.2 prefer that the full
City Council review any denied applications.
Vote on Councilor Cohen'e amendment to number
I failed to pans by the following yes and n
votes. Councilors voting yes: Bragg. Cohen, Sawyer
and Stone. Councilors voting no:f1aldacci. Frankel, Sail, Someone
and Sullivan.Councilor Sawyer amendment Co add 7.3 - discussions
o include or ei.cltde a qua a ganizatlon by City officials must
be ratified by m.j rity of a. failed passage by the fallowing
yes and no ve-co. oCounclloie. 'o yen: Bragg, Cohen. Sawyer and
Stone. CounclIDrs voting m: 1 cal. Frankel. Seal, Soanaud and
Sullivan. So,1 A to add ].3 y uncilor Cohen as follow: organizations
providing dtr c2 cervices to &atizens of Bangor and not meeting policy Section 4.11.
but meeting -rl ether require of the policy, can
z
apply for special exemption to conduct
campaign - cng a such organist ion has act done so in the past three yeauS Amendment Passed.
Order pensxo .n amended by the fol yes and no votes. Councilors voting yes: Baldacci.
Cobe�el . Sawyer. sazly sna:iavd and Sullivan. Councilors voting no: Bragg and Stone.
91-344
Policy M. G.4.0.
1.0 Ames
ata putlme of Hds policy ds w establish per b= and stadaxds for
mun sting darltable fundvfsing cmpai� on City pr®nines ab
autivrizirg the use of the ewlo payroll dshxYion aysreo for
dmatfons to t itfes.
1te policy is infercM i to:
1.1 Msure that cmRxiwtiore axe solicital Erni City emplolees by
qualified fords or �;
1.2 nan:m worlplsoe disruption a:d edvvustratiw costs of
charitable solicitation;
1.3 Fhpv Ga range of clolces for City mploy vile wish to
contribute to charitisa.
2.0 Oefinitfore
' follo;Ang definitions a hemby adoptal for d iptiw puxpoeas.
2.1 "Aad or fe • " n an a City serving as the agent of a
getup of smibsr charitahle organizatiore w Much it dislmurees fulls or
en a:tfty that gra fords to charitable o Zatf ns.
2.2 ••t9aritatile cxgarivat - macre m caity dear AEW in Internal
]awewe 61da flection 501(c)(3) (26 WC 5501(c)(3)) all exonpt [xm
£slexal ince tar uM¢ Snternsl pa.ava Code Sectiw: 501(a) (26 WC
5501(a)).
2.3 "Oixect dssig:attar• mem., tint the £iutl or � penvits the
door m design t a specific Progran. a9ercY or oths entity witldn
the full or faieration to receive the Azatfay rather Tian eTu it
that tM dviation be distributed reong program, idea or otter
entities according to a echerbrle or for" � by tte find of
fedzration.
3.0 Cnmly Pmniisl
Charitable solloltatiaa of City ®ppl 3ses M on the jch during work
hwrs stall be wrcku:tal ce y in oap1i with this wlfcy. Cn y
fulls or feieratiore qualified under this policy shell W allaed w
solicdt cxntrfbuttore by City mploysss during the ansa campaign.
4.0 for P tic�tim
0 y furuls or +m�cipew do tie CvobLed (Heritable
fi:Mtaisirg drive and the fu:tl or federatia: vast vest the follow
criteria:
4.1 Cettification Gat it operate^, in cmpli with all applicable
fm3zral, State and local ]ass.
4.2 Certf£iration that it �te, intler cuw y valid articles of
inocrp rstion a by-laws.
4.3 C ficetion that it auxantly posses® valid tl ignition by Ga
Intewal Resmua Service as a 501(c)(3) tam exmpt •+rr� a:ei
certifies that all orga:ivatima in Ge fund or fe aticn Fave Ha
same valid dmiryation w a ter ermpe crvyyusatiui.
4.4 W fication that it is in cmplianosviN f9ine law ml.at i to
registration of ciaritable crge at .
4.5 prwiaian of a duplicate colt' of its Foam 990 film wiN Gs xe5
for its mat ra tly copletctl fiscal } , or a copy of its audited
f3mnciel sta nt for such }am as preprrai by a certified P:blic
mmmtant.
4.6 Submission of a a;ry of its coam¢ operating bi get.
4.7 Oamnatrntiort Gat it mdntaLa a significant pmsmce in Barter
4.8 Damn atim that it hey wroised its c itable fulsome for
M laa,t one to application.
4.9 C ficat Gat it will use funs from r Cmpaign colely in
the e�rcise of ila charitable fun<tiaa provided by Gs enitty itself
or throw Fneration members' agariee ixloling raneorable
atLmudstratita costa of Gcir pmgrmm.
4.10 Certf£icat Gat its S wing body serves rritirat mopmieatlon.
4.11 FocwmRatfon that it d1sC[ilartes fans to at lava[ five
olarJ.table orga:uvatims.
4.12 �on that tTa fun or fxlem[iw: eiGier Fawida eervicvs
to local residents or works to i,o(sove the qualify of life using a
regiaal or local focus.
4.13 Certfficatian that U fwd or fod a� prwldes a "direct
designation" option for City mplo a -
5.0 Oimualifitation of F or vMcrnt+....
The City of Bm pr Shall disclua].ify any qualified fund or fnin.st:nn
that:
5.1(A) Fail, to Substantially amply with the cmpaigu p.:.ei:.wm an
stmtlaals w estabi.iahst by this policy; or
5.1(B) Includas or presents LrtaKiwally false or misleading
infoveation.
5.2 A ratica of dtsgnali£iration shall be in writing ami atuLt advise
ile recdp£erc of the right to appeal this decfsfon to tie appxoprfate
suicvedttae of the Bangor City Cranoil.
5.3 A fund or £eieratica that is disqualified nay not p rticipata Ln
tM charitable mlicitation p grmo for two cangaign years following
tte disgaalificatfon. floe , mployse Mmatiaw stall caRvme to bs
dfstrfbutel to tte disgnslified fool or federative un[ t end of the
ceapaign year no eddch ile £inol decision xipNvg disqualifirat ds
Issued.
l#r , srw�tc e.scm-
6.1 the City of Bangor squires that Ue total cast for tle design arca
printing of any oo tined bmctwxns, payroll dehctton foon, or relatnd
doamenfs shell W laid by qualified finds or fedsratfam in prcpssifan
to the amimt of fulls they raise daring the campaign.
6.2 In the event tnr the City payroll system umst be expanded or
modifled to eLmnnotla[e the funds or fedecatims herein, the City
Meager or his designer fs auWriam to fmpnoe a Ere payable by the
parcicilatfrcg fund or federation to defray, the cost of the expansic n or
modification caul d by such fond or federation.
7.1 Applfcatiom for qualification cm•au V all of tie tnfonmtion
a l �tim regaiaai by the (?abi¢i Chazitable caqpai.gn loltcy
mat ba milmi by 3epteotsr 20, 1991. Beginning fn 1992, the
application must be received no later thve May 1st. ate City will
notify applyfnq fouls or fedaratime of their statue no later i Sere
1st of each yaar.
7.2 In the event that an application is denied, the Beason for such
dedal shall be made m writing all the applicant stall be advised of
the right to appeal to tie appropriatn subomdttae of the Bangor City
co=A.
aha qualified funds or federations shall amorally � a Ieed
Agcy which shall have overall cwolinatian duties and
raspmeihtiities as with the City of Bangor. &Maki H £reds or
£meratiena fall to agree m a 1 Agen:y, tha City Manager atoll
dealgnafa tie lead Agency T a Iad Agecy shall present a camp gnn
Plan to the City Manager or his dsafryee, and it shall frnlude
ap2ropriate infoaretirn that velli allow for.a deteadn of its
sufficie aul ade:Anmy.
G'101a .�_-SIIT'TS'J
The City Manager shall appoint an aplo}ee Cao sign comxittee to review
and approve caR gn vmier+ and worksite preeanuitiore, to assist in
sche xng worksite meetings to m+^+.: m d: rz +on and atLmidatrative
m
costs, to ndtor campa£gn prroce&mos, to evaluate tte rain gn upon
lx to review fund or ea� applications as appropriate or
necessary and to recon cba nges in policy or _ Aa to the City
Manager for future cepaigns.
f9an
Tha Dssa:cnr of shell b the City
Official xeepoeei of this policy.
11.0 Hf�w Dete
'hie Cab CMritehle Cmpalgn Policy will bx%oe affa:tiva
�y.
ftGeN A. eeaetf
City mwger
hi
United Way Olk
OF PENOBSCOT VALLEY
161 Correlated -P.0,I=- B11001. mem. 040Q-1070 Sep
Beh UU-2600 FAX (M 941-C m �Aul. 0,-
f,
August 30, 1991
Edward A. Barrett
Bangor City Ball
73 Harlow Street,
Bangor, Maine 04401
DBaz fiat
At the August 26, 1991 meeting of the Board of Directors Of United Bay of
Penobscot Valley, the Board reviewed and discussed the subject of the City of
Bangor's proposed Combined Charitable Campaign Policy.
By un venue vote, the Board affirmed the following in relation to the
proposed City of Bangor Campaign Policy:
1) It Is the purpose of United Nay of Penobscot Valley to increase the
organized capacity of people to care for one another. Be believe that
United Gay is the right local coordinating agency to help finance the
direct human care services that are so badly needed by the people of
the Penobscot Valley area. In the next several months, United Nays
efforts will be directed towards raising the funds necessary to meet
r community -2 needs, and maintain and enhance the quality of life
In Our community. United Bay x111 work cooperatively with other
charitable organizations to insure that the above -stated purposes are
achieved.
2) United pay will loot advocate a position on the merits of the proposed
Combined Charitable Campaign policy or inclusion of other cbaritabl¢
organizations in the City employees' fund drive. The Board balievee
that this is an internal City of Bangormatter beat decided upon by
the City of Bangor based on the needs and interests of the City.
3) United Nay is deeply appreciative of therive 1102 of requaeting
payroll deduction gifts of City of Bangor employees. We believe that
this annual privilege has been extended to United way in recognition
of the services that United Bay funds have made possible for the
people of Bongo[, and because United Bay has a longstanding tradition
of responsibly Bud comparatively conducting its affairs.
United Way MlWon: To increase the organizedom000dy of people to care for one another.
Page 3
The Board is optimistic that United Nay will again be pareitted to request
payroll deduction gifts of City employees. we hope that the City fund drive
will, as always, be organised in a fashion that is economical, Pat raises more
my co that more people can be helped.
The Board encourages the City of Beggar to Consider thethoughts as
decision in made ov se the Charitable Campaign policy please feel free to share
this letter with others in the administrative staff or City Council as you deem
appropriate.
sincerely,
Bernard ers
Board President
INTRODUCING
MaineShare
A Guide For Employers
MAINESHARE is a cooperative fundrasing effort among several
statewide social action organizations. Through particpation in
workplace giving programs, ManeShare seeks to generate funding
for its member organizations; improve community awareness of our
member organizations and the problems they address; and promote
unity and cooperation within the nonprofit sector.
Thank you for your interest in expanding your workplace
campaign to include MaineShare. your employees give to many
advocacy, social change and environmental agencies; and
increasingly around the country, workers have asked for the
opportunity to support these agencies through payroll deduction.
WHAT IS MAINESHARE?
MaineShare is a federation of eight Maine -based 501(c)(3)
nonprofits working for peace, social justice, and a healthy
environment. We have come together to rasa money under one
umbrella, primarily through payroll deduction campaigns in the
workplace. Member organizations cooperatively manage the kind and
its various fundraising efforts.
The diverse organizations that belong to MaineShare represent
some of the directors Mane people are tatting to live more fully
and equitably, to achieve greater self-determination, and to
create a safer and saner state and planet in which to live. Some
member groups provide services and advocacy; others focus on
educational programs and self-help. Some focus on specific issues
such as the environment, peace, and women's opportunities; and
others function to bring people together to examine and build
action around critical issues of the day. All of the groups
strive to address the root causes of social problems, and they all
work to enable people to participate more fully in society through
the elimination of social, cultural, economic, and political
barriers.
All members of MaineShare are statewide organizations.
MaineShare is governed by a Board of Directors comprised of
representatives of member groups and several at -large
representatives. MaineShare does not fund organizations which
receive funds from other charitable federations participating in
local workplace campaigns.
WHY MAINESHARE CHOOSES TO CONDUCT WORKPLACE GIVING CAMPAIGNS
Individual donations account for 84% of all charitable giving
in the U.S. By approaching individuals in their place of work,
fundraising federations are able to reach large groups of people
at one time. Rasing funds through annual workplace campaigns is
cost-effective, with only 10 to 15 cents expended for every dollar
raised. Increasingly sophisticated payroll systems can easily
accommodate new charitable choices.
In the wake of reduced support from government agencies and
growing competition for foundation dollars, nonprofits must depend
all the more on individual donors. Expanded workplace campaigns
help spur giving by opening new avenues through which individuals
may direct their gifts. By giving workers a way to make small,
periodic gifts, payroll deduction campaigns enable them to give
more (from 3 to 7 times more than with direct, one-time
contributions). Access to payroll deduction campaigns is a key
ingredient to long-term self-sufficiency for many nonprofits.
Beyond the financial benefits of the workplace campaign,
nonprofits benefit from being part of a charitable federation.
Federations enable their members to pool resources, share
responsibility, and distribute costs over a large base, saving
money for everyone. Federations also serve as a meeting ground
for nonprofits with common goals and concerns, promoting the
exchange of ideas and innovative solutions to community problems.
In the workplace, the introduction of new federations serves
an important educational role as workers become better informed of
the diverse organizations serving their community and their state.
HOW MAINESHARE IS RELATED TO OTHER FEDERATIONS
There are currently four federations in Maine using payroll
deduction as a means of increasing support. The United Way is
probably the mast well known. Combined Health Appeal represents
health agencies; International Service Agencies represents
agencies addressing human needs in developing countries; and
MaineShare represents organizations providing services and
advocacy on issues of peace, justice and environmental protection.
IMPACT OF COMBINED CAMPAIGNS ON UNITED WAV
There is understandable concern that additional donor choices
might dampen support for United Way agencies, yet this is clearly
refuted by national experience. A 1988 study by the National
Commltte For Responsive Philanthropy examined results from 50
employers throughout the country which provide their employees
charitable choices in addition to the United Way. Giving to the
United Way increased more than 10% annually in over halt of the
campaigns. This is better than results from campaigns in which
United Way is the only option. Total giving to all participants
in the expanded campaigns increased annually in 931/6 of the
campaigns surveyed. A summary of this report is available through
Mane$hare. .
Adding choices to workplace campaigns inevitably leads to
greater employee contributions. MaineShare believes that choice
can benefit the United Way, bemuse it will faster a new level of
interest in the workplace campaign, and muse many to look more
closely at important work being funded by United Way and other
charitable federations,
SETTING UP A COMBINED CAMPAIGN
The simplest and most effective way to set up a workplace
campaign that includes more than one federation is to run a single
"combined" campaign in which at federations participate equally.
If you have had United Way campaigns in the past, a combined
campaign is conducted the same way, just expanded to include
ManeShare and any other federations you wish to include.
It you have not had a workplace campaign before, MaineShare
would be happy to provide a representative to participate in your
planning process. Many employers choose to form a planning
committee of workers representing various departments. The
committee can set the dates for the campaign; plan any special
events; schedule presentations by the participating federations;
and arrange the distribution and collection of pledge cards.
SETTING UP THE PAYROLL DEDUCTION SYSTEM
Choice can be incorporated easily into your existing
charitable deduction program. Most employers elect to follow,
with vanahons, one of the two models described below.
1. Percentage Distribution of Employee Contributions
This method.avoids having to create new fields or windows for
the new federations in your campaign. At the close of the fall
campaign, the total pledged to each federation is calculated as a
percentage of the total amount pledged. Thus each pay period, the
total dollars deducted are credited to the participating
federations through the use of a simple percentage formula.
Consequently, the payroll department does not have to concern
itself each pay period with where each employee has chosen to
direct his or her gift. As employees come and go, the formula
can be changed to reflect the addition or terminason of pledge
gifts during the year. Disbursements to the participating
federations typically take place on a quarterly basis.
2. Tracking Employee Contributions Dollar For Dollar
Some employers prefer this method, most often as a safeguard,
and to provide employees with extra assurance that their dollars
are being distributed as they have designated. Unless you have a
small staff, this method would be difficult without a computerized
payroll system. Assuming you have a computerized system, this
method simply requires a separate field for each participating
federation. Employee contributions are noted in the appropriate
field. At the end of the month or quarter, the total withheld in
each field is distributed to the appropriate federation.
In both cases, the federations take responsibility for
distributing the funds to their member groups and honoring any
employee designations to specific organizations.
THE BENEFITS OF A COMBINED FEDERATED CAMPAIGN
For Employees
'The ability to make an informed choice among distinct,
independent charitable federations
'A chance to learn more about community and statewide problems and
varied approaches to solving them. The workplace campaign is a
superb educational tool.
'An opportunity to discover community resources and programs that
may benefit their families and neighbors.
For the Company:
'The expansion and enrichment of a popular employee benefit in an
easily managed way, without duplicating structures already in
place
'Greater overall employee support and enthusiasm for the campaign
'Increased giving levels associated with the company
'The enhancement of the financial well-being of services and
programs your employees may need.
For the Community
'More resources are made available to meet and eliminate pressing
human needs
'A wider range of organizations are able to participate in the
highly efficient process of payroll giving, reducing fundmising
costs for nonprofits, and advancing citizens' awareness of
nonprofit activity.
'Combined campaigns help improve communication and cooperation
within the nonprofit community.
COMMONLY ASKED QUESTIONS ABOUT MAINESHARE
Who Administers MaineShare?
A volunteer Board of Directors consisting of one
representative from each MaineShare member organization, as well
as "at -large" representatives from the community.
How is money allocated?
Contributions are divided equally among the member groups,
except for those gifts designated to specific organizations.
Designated gifts represent an allocation above and beyond member
groups' annual allocations.
Do you "te ie any off the top?"
MaineShare deducts 15% from workplace contnbuticns to cover
costs associated with the campaign. This is comparable with other
charitable federations conducting workplace campaigns.
What about confidentiality?
All pledges are kept in the strictest confidence. We respect
the private choices donors make. We request the names of donors
solely for the purpose of acknowledgement and "thank you's."
Workplace donors will be solicited only through the annual
workplace campaign.
Are you open to other organizations?
Yes. We have certain basic criteria that each member must
meet, such as being certifed by the IRS as a 501(c)(3) tax-exempt
organization; having a demonstrated base of community support,
maintaining sound fiscal management practices, and working for
social and economic justice.
Commonly Asked Ouestions About MaineShare, cont.
Have any of your members Intl to join the United Way?
Some have applied unsuccessfully; others chose to join
MaineShare because they felt it better served their goals, and
more closely embraced their philosophies of social service and
nonprofit management. Additionally, the United Ways are organized
locally and fund primarily local service organizations.
MaineShare organizations work on a statewide level.
Why not just use the United Way Donor Option Plan?
If offered at all, donor option does not provide your
employees with information about MaineShare groups. Should we
choose to pursue donor option gifts, we would be faced with
unnecessarily high publicity and fundraising costs.
I don't particularly like one member of your federation, and I bet
many of our employees won't either.
Charitable giving is a private matter. Your company need not
endorse MaineShare -- our request is that you provide your
employees with the opportunity to give to MaineShare if they so
choose.
Will a combined campaign be more costly to administeR
There should be this or no additional cost than in the
past. MaineShare provides brochures and pledge cards for each
employee. If you choose to produce a combined brochure and pledge
card, MaineShare is willing to cover its share of printing costs.
As noted earlier, choice is easy to incorporate into most payroll
systems.
SOME MAINE EMPLOYERS THAT CONDUCT A COMBINED CAMPAIGN
Aetna Life & Casualty
City of Portland
Pine Tree Legal Services
Pratt & Whitney
State of Maine
SOME NATIONAL CORPORATIONS THAT CONDUCT A COMBINED CAMPAIGN
Corporations throughout the U.S. are conducting expanded
workplace campaigns. Among those offering charitable choice at
one or more worksites are:
Apple Computer
AT&T
Bell & Howell
Dean Witter Reynolds
Harvard Community Health Plan
IBM
Johnson & Johnson
Lotus Development Corporation
Pacific Power & Light
PEI
Safeway
US. West
SOME UNIVERSITIES IN NEW ENGLAND THAT CONDUCT A COMBINED
CAMPAIGN
Harvard University
Ncrtheastem University
Tufts University
Brandeis University
University of Massachusetts (all campuses)
Brown University
State University of New York
City University of New Yark
University of Rhode Island
MAINESHARE -- EMPLOYER RESPONSE FORM
Company/Organization
Contact Person _
# Employees # Workeites
We conduct a workplace solicitation drive and would like
to meet with representatives of ManeShare to discuss
offering MaineShare as a charitable option for our
employees. Please call us to set up an appointment.
We wish to include MaineShare as a giving option in our
Fall, 1990 workplace campaign. Please send pledge cards
and brochures for aur employees. Our campaign begins: _
We currently do not have a workplace giving program, but
would like to explore the possibility of starting one.
Please call us to set up an appointment.
Please Return To:
ManeShare
P.O. Box 2095
Augusta, Maine 04338
622-0105
MaineSllare
P.O. Box 2095, Augusta, ME 04338 (207) 622-0105
Each member group must meet all the following conditions to be
considered for membership:
BASIC CRITERIA
1. Must be a Maine organization working to enable people to acheive fuller
participation in the life of society by eliminating social, economic,
cultural and/or political barriers. -
2. Must be a statewide organization or answer a need that is unique to your
community that has potential statewide impact.
3. Must he incorporated for at least two years.
4. Must he recognized by the IRS as a 501(c)(3) tax-exempt organization.
5. Must be committed to equal opportunities and be an affirmative action
employer. Must not discriminate on the basisof sex, race, creed, age,
disability, or sexual orientation for the purpose of service, _
employment, membership, or leadership.
6. Must comply with the laws and ordinances of the town or city in which
your principal office is located, the state of Maine, and the United
States.
7. Most have a demonstrated base of community support with the Maine
population which you serve or empower. _
8. The agency or project thereof seeking membership suet not be currently
receiving funds fromanyfederated fundraising organization using a
payroll deduction system, such as United Way.
0. Most not prohibit or inhibit your employees from organizing through a
collective bargaining agent.
PARTICIPATION REQUIREMENTS
1. Payment of annual dues, currently set at $100.
2. Representation on the Board of Directors, and designation of an
alternate.
3. Minimum average provision of 7 hours/month in MaineShare activities.
4. Participation in annual membership reviews.
5. Maintenance of generally accepted accounting principles.
6. Availability of financial records reflecting use of MaineShare funds.
7. Acceptance of collected monies through MaineShare according to
established allocations formula.
S. A one to two page annual report of organizational activities.
1a 0a .e 0y eied vane,
Responses to Questions posed by councilor William Cohen
about Maineshare
1. How much money was raised for Maineahare in Portland and
Augusta?
The Portland campaign raised $1229 for MaineShere out of a
campaign total of $26,796. In Augusta, we received $165 out of a
total of $6516 raised.
2. How much did it east for Portland and Augusta is sat up this
Program?
The bulk of the administrative costs of both campaigns were
shared on a prorated basis by the participating federations.
The cities themselves should not have incurred any more
acts than they normally have while planning and overseeing the
campaign. city officials who would best be able to address this
question are Diane Wolters, Assistant City Manager of Augusta,
626-2300, and Paul Colpitis, Accounting Manager in Portland, 874-
8665.
3. Do you have seed money available; does it count toward your
overhead?
Maineshare conducts our own fundraising to support the
administration of soliciting in the workplace for our member
groups. We have received several generous grants from
individuals and foundations eager to support philanthropic
expansion, such as the Maine community Foundation. We also raise
money through an annual direct mail appeal and workshops offered
for the nonprofit community. -
4. Can you provide a list of organisations that Maineehare
distributed money to and how much anon organisation gave(sic)?
Please see the enclosed brochure which lists our member
groups. 1991 membership will increase by at least three
Organizations. We do not raise money for any other organizations
at this time, although future plans include the establishment of
a fund through which one-time grants could be made.
In 1990, our second year of participating in workplace
campaigns, we raised $6176 for member organizations. Some groups
received designated gifts, but since undesignated revenues are
distributed evenly among all member groups, roughly each group
will receive $656, after the 15% administrative fee.
S. What are the criteria established for accepting an agency
into MaimeShare? Ie there a written, formal policy? Can a copy
he provided?
Enclosed is a list of basic criteria for membership and
participation requirements. organizations applying must provide
Maineshare with up-to-date standard documentation verifying their
tax-exempt status, fiscal responsibility, state registration as a
charity, Office hours, and Board of Directors.
6. Would MaineShare pap for any setup and mngoing maintenance
costa related to the city setting up the payroll deduction
system?
As stated earlier, MaineShare would contribute its fair
share, on a pro rata basis, of campaign costa.
?. HOW does MaineShare insure that funds given to agencies are
Spent AS approved? Are audita provided to you from those
agencies?
MaineShare does not place restrictions On how member
agencies utilize the funds raised except that they must be used
for education, self-help and advocacy programs as described by
each agency. We review each member's financial and program
status annually to ensure that the activities represented are
those carried out. Audits are provided by each agency with
budgets over $100,000, which reflects federal guidelines.
Otherwise, finacial statements are accepted.
S. Have any of the agencies you represent attempted to join one
Of the other charitable companies; i.e. United Way, Heart Fund.
Some of our member groups were denied membership in their
local United Way because they did not meet the criterium of being
a local human service provider. All MaineShare members run
statewide programs which certainly have local application and
presence, but also impact the entire state.
Other members preferred to join MaineShare because our
philosophy of self-help and indepth problem -solving better
reflects their programs, they can participate more fully in the
direction and policy-making of MaineShare, and they have a
statewide focus.
9. Could you list sone of the employers in the state that
conduct a combined campaign, which agencies (united Way,
Maimeshare, etc.) are involved in those campaigns.
Please see the enclosed sheet which lists the workplaces
where MaineShare solicited employees. We are the sole Charitable
federation soliciting in just seven of these workplaces; most of
the campaigns involve the participation of several federations
(United Way, MaineShare, Combined Health Appeal, and/or
International Service Agencies.)
10. HOW much does it Cost to raise money in the Workplace; is
the 10-15 cent range accurate?
Payroll deduction giving still remains one of the most cost-
effective and efficient methods of fundraising, with, yes, io-15
cents expended for every dollar raised. This covers bulk
printing costs of brochures, pledge cards, pesters, and other
miscellaneous campaign materials, financial recording and
distribution, and preliminary work setting up the campaign.
Certainly our work is year-round and entails much more than
running campaigns, but the actual implementation of workplace
solicitations is low -budget, compared to other types of mass
fundraising.
9b: A cipal C rations Commitee
�: Bili mien
M: Ao t 2 an Chazitable Solicitaiiw aliry
M:Augst 20, 1991
Due to prior commitsenta, I will be Doable to attend to Municipal Cparatfon
Committee raeti g t t will be Mld on August 22M. I could like to pouv
tl:e Cassittee with the following oo a regarding tl proposed Ch iteble
Solicitation Nl icy.
1. In Setfat 4.7, I mould lilm to see a definition of "significant
pre 0'. I wind Faopae Chet "Significant pxwmre" is dafi as
an office or staff peomon(S) leoat ] in angor.
2. In SSLtion 5.2, 1 would suggest that inara-d of the "apprcp i to
s:bcamitte of t City Council t t an apps go to tM full City
Council.
3. In Section 6.2, 1 xacvmvd that langage M adtlxl to rayufm that
H:e fee M lwid Sn advaree.
4. In :atirn ].2, sNdlar to 5.2, 1 wcvld pmfax t tM furl City
Camcil review any &sial application.
Finally, as was previously discussai, I mould ask that after reviav by
Mudcipal Cpemtion, tlat this policy r prooe to t City C=cil as an
age it for a ion.
sRank you for your ooneideration of tMse issues.
we/jr