2017 Spirit of North Carolina Application

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1 2017 Spirit of North Carolina Application Organization Name Street Address United Way Name Application Contact Cummins - Rocky Mount Engine Plant 9377 US Highway 301 North United Way Tar River Region Name: Tamika Joyner City/St: Whitakers, NC Zip tamikajoyner@unitedwaytrr.org Organization Employee Size Type of Organization Check the appropriate box Check the appropriate box Up Uptoto2525 employees employees employees Business Campaign employees City/ County Municipality employees Higher Education employees Hospital/ Health System employees Retail employees Not-for-Profit Agency - 501(C) employees Professional Services (small business, partnerships, LLC employees accounting, architect, engineering firm, attorneys, etc.) Financial/Banking Institutions Manufacturing Standards of Excellence Checklist Community engagement and volunteer culture OUTSIDE OF UW RELATIONSHIP Up to 5 Points Partnership WITH UW to raise community awareness of needs & foster a spirit of giving Up to 5 Points CEO, Senior, and General Leadership Involvement and Giving Up to 10 Points Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts 4. Up to 5 Points Employee Campaign Coordination, Recognition and Incentive 5. Up to 5 Points 6. Participation Level 7. Special Events Up to 10 Points Up to 10 Points Signature of the nominating United Way CPO or his/her designee: Ginny Mohrbutter Printed Name Signature ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED AS IS! Please do not add borders, headings, color, etc.

2 Organization Overview Brief summary for use during Awards Ceremony Philanthropic culture of organization: Cummins mission is Making people s lives better by unleashing the Power of Cummins. A local and international leader in producing first-class engines, generators and related products, Cummins uses the energy and commitment of its employees to compete across the world and to maintain a leadership position in the markets it serves. Also, a cornerstone to this company, Cummins recognizes its role as a corporate leader to improve the communities in which their employees live and work. It is the responsibility of the company to bring to life this philanthropic commitment through the actions and activities of their employees. Overall, their core vision and values emphasize: integrity, innovation, results, corporate responsibility, diversity and global involvement. Cummins-Rocky Mount Engine Plant is fully involvement and vested in the philanthropic community around Rocky Mount and Nash/ Edgecombe Counties. With their support making up over 1/3 of our local United Way budget, this company has single-handedly raised just under 2 million in 6 years alone. They are the leader in United Way support for the region, running highly successful campaigns for many years, this being their most important philanthropic effort, though they support so much more within our community, with time, talent and financial support. The company employees a full-time Community Engagement Leader who solely supports efforts that strengthen our local community. The company has volunteer representatives sitting on the majority of local non-profit Boards, theyevent sponsor Share one creative strategy, engagement opportunity, volunteer activity or special thatnumerous ignited community campaignevents, successtheir employees spend hundreds of hours volunteering in the local community, and one can see tangible results from their efforts, such as remodeled school playgrounds, refaced football Cummins United Way committee elected to do a United Way Agency Fair one week prior to their fields, new art center planetarium, infrastructure items for our local non-profits, etc. employee campaign meetings. This agency fair was a creative strategy to generate interest in United Way in addition to engaging the employees in fun-filled games and activities. United Way and partner agencies were invited to set up booths inside the plant; so that employees could speak directly to agency representative and learn more about vital services offered through United Way. Other activities included a cake walk, basketball contest, corn hole game, silent auction and Casual Day stickers sale. Cummins used great lengths to ensure that employees would have fun while learning more about United Way s impact in the local community. Three numerical successes you wish to highlight: Raised nearly half of the entire United Way Campaign Goal! Total campaign contributions increased by $39,112 The Cummins Foundation matched 100% of employee contributions

3 Standard 1 Community engagement and volunteer culture OUTSIDE OF UNITED WAY RELATIONSHIP. Include relationship/work with other community stakeholders and partners. Describe how the organization works in tandem with community stakeholders to problem solve and create solutions that build stronger communities. Does the organization have a social responsibility policy or statement? If so, provide some highlights of the mission. Is the organization seen as a community philanthropic leader and why? How does the organization benefit from being involved in serving the community? Are there specific ways the organization builds a volunteer culture? What % of employees are engaged in volunteer work in the community? Up to 5 points Cummins' stance on Corporate Responsibility is to "serve and improve the communities in which we live." Cummins involvement with United Way and our community could go on well over this page. Cummins corporate philanthropic approach is encouraged with all employees of the company and it shows tremendously in our local community. Here are some examples to showcase Cummins' philanthropic leadership in our local community: Outstanding volunteerism and support in renovating our new permanent United Way headquarters. Their Every Employee, Every Community yearly program, where each employee of the company is encouraged to help with a community service project (whether big or small). Employees are paid to volunteer time out of the plant. Each year, the company takes on a big community projects in the community, such as: o Refurbish Whitakers Library (inside and out) o Refurbishing Phillips Middle Schools Playground, o Refurbishing the Enfield Football Field o Updating the Bassett Center- Housing for Families Adopt a Highway Project Volunteering with Habitat for Humanity Environmental Projects: o Partnering with City of Rocky Mount on their Energy Efficiency/ Weatherization Project o Providing Education Learning Centers within three local Libraries (Edgecombe, Nash, Halifax) Bell Ringers with the Red Kettle Salvation Army Holiday Program Assisting with Special Olympics Serving on Board of Directors for United Way and most of their Partner agencies Serving directly with United Way Partners: o Communities in Schools mentoring o Homeless Shelter Volunteers and Capital support for refrigerators, heating units, etc. o Community College Volunteers o Local School volunteers o Down East Partnership for Children Providing the funding for the Cummins Planetarium at our local Imperial Center for the Arts and Sciences in Rocky Mount. All employees volunteer at some level, and with 1,511 employees averaging 2 hours of volunteer time each, it is estimated their value in volunteering to be: $67,118.

4 Standard 2 Organization s partnership WITH UNITED WAY to raise community awareness of needs and foster a spirit of giving. Document ways in which the organization worked with United Way to generate enthusiasm for community involvement and support. Specific rallies, events or programs Unique awareness activities such as meetings, tours, speakers, and fairs. Comment on year-round engagement that exists, if applicable. Up to 5 points Cummins-Rocky Mount Engine Plant has a dedicated, highly organized campaign team who works year-round to ensure success of the United Way Campaign. Led by their Campaign Coordinator, a team of almost 25 meets throughout the year to plan the campaign and come up with events, incentives and fun ideas to promote UW. These individuals are passionate and dedicated to United Way. The Campaign team does a variety of events, raffles and marketing promotions leading up to the one-day campaign all the while they are promoting United Way and support of the Campaign. The One-Day Campaign is awesome. Lots of energy and lots of UW spirit, with all employee meetings held throughout the day. Some of their strategies include: *Testimonials from Cummins employees both current and former UW program recipients, talking about improvement in lives because of UW programs. *CEO speaks about UW at meetings, as well, shows a Power Point. *Company video and United Way video is shown. *United Way Executive Director and volunteers attend a full day of meetings. *Incentive provided of trips on corporate jet to various Cummins plants to winners who have names enter after they have donated at given levels. *Cummins maintains a great year-round education and promotion of United Way.

5 Standard 3 - CEO/Senior Leadership and General Leadership Involvement & Giving (Based on how the local UW defines leadership giving) Describe the role that senior leadership plays in influencing philanthropy, community support, and campaign activities How does the organization s leadership in general promote a culture of giving? List any specific events that are directed by the leadership team Up to 5 points A gift of $500 or more is considered a leadership gift. Cummins CEO, John Judd, and their senior management are highly involved in both the planning and the execution of the UW Campaign. United Way is their largest philanthropic effort each year, so they put great effort into making is successful and fun. CEO and Senior Management are involved in: *Campaign Strategy *Campain Incentives *Campaign Marketing *All Employee Meetings *Campaign PowerPoint presentation *Electronic Education *Person-to-person visits and pledge reminders Also the CEO and Senior Leadership set the example by being strong donors and encouraging leadership and Careshare (Fairshare) giving. Complete the chart below. Up to 5 additional points 2.5 points awarded for any positive % change in leadership givers 2.5 points awarded for 10% or greater increase in % of leadership givers Total possible points for Standard 3 = 10 Use local organization numbers if possible, otherwise indicate as statewide Year Total # of Givers # of Leadership Givers % of Leadership Givers % % % Change in Leadership Givers Pts Awarded for positive % change Pts Awarded - 10% increase or greater -6.7 % Total Points waawarde d UW % of Leadership Givers # of leadership givers divided by the 2017 total # of givers UW Leadership Givers % Change # of leadership givers minus the 2016 # of leadership givers divided by 2016 # Outline any factors or information that could affect % of leadership givers. There were many employees that retired from Cummins-Rocky Mount Engine Plant that impacted the total number of givers. Also, there are many employees who are hired through a temporary agency, who are not officially employees of Cummins.

6 Standard 4 Corporate or Foundation Contributions and Non-traditional/In-kind Support List specific sponsorships, resources, materials, loaned executives, advertisements, videos, etc. that support the United Way campaign. List any social media communication used to build momentum and increase participation Up to 5 points Nonprofits and Federal organizations who cannot participate in corporate giving will be judged separately and the point value of this standard removed from the total possible earned points. Consideration will be given to small organizations whose employees participate but due to size are unable to also provide a corporate gift. The Cummins Foundation provides a dollar for dollar match of the employee contributions for this UW Campaign. This year s campaign raised $503,450 with half of this being a match from their corporate foundation. Cummins also provides great corporate support with campaign supplies, such as t-shirts and other incentive items used at during their campaign. Cummins employees offer hours of volunteer support. Year 2017 Corporate Gift $ 251,725

7 Standard 5 Employee campaign coordination, recognition, and incentive Describe the work of the campaign coordinator and/or committee, listing successful planning tools, specific activities, and strategies that propelled the campaign to success Detail how the employees were recognized within the workforce for their investment of time and resources Share any specific incentives used that proved to be effective in building motivation and resolve to give Up to 5 points Cummins Campaign Team truly makes the difference with the campaign. In partnership with the CEO, the Campaign team (made up of about 25 individuals) and their Coordinator, lay out a great strategy and plan for the campaign. They meet for many months, to plan and execute a fun, spirited and passionate campaign. They are very involved in the weeks leading up to the all-day campaign, and are their on-site taking pledge cards, thanking people and adding fun to the day. They also follow up after the campaign day, to encourage folks to give. They are involved in the recognition portion, with photo opps and check presentations. Incentives provided through this campaign are tremendous: Trips on the corporate jet are offered to donors who either increase their contributions or are first-time givers (done through a raffle process). Parking spaces are raffled Free movie passes and other items are also raffled. Vacation days and time off are also incentive items. Employee donors are recognized through various company publications, check presentation and through local media

8 Standard 6 Participation Level How does the organization ensure that all employees have an opportunity to participate in the United Way campaign? List specific steps taken to reach and educate all employees. Describe any efforts for outreach with specific groups such as new hires, seasonal employees, retirees, etc. Up to 5 points Cummins always ensures that every employee has an opportunity to support their community through United Way. Many great incentives and other marketing was used to increase the participation, as well, Cummins just makes it important and fun to support United Way! With 1,511 employees, they had a 66% participation rate. Local corporate numbers are reported below unless indicated as statewide Year Total # of Employees % Change 2.2 % Total # of Givers 995 % Change Points % Points Awarded Participation Awarded -2.8% % 61 % Employee % change 2017 number of employees minus 2016 number of employees divided by 2016 number Givers % Change 2017 number of givers minus 2016 number of givers divided by the 2016 number 2.5 Points are awarded for positive percent change in Number of Givers 2.5 Points are awarded for positive percent change in Percent of Participation Total possible points for Standard 6 = 10 Total Points Awarded

9 Standard 7 - Special Events Successful special events are often the catalysts that educate and energize campaigns. Provide information below on 1-2 special events used to motivate/excite/reach employees and community. How did the event attract or impact potential and ongoing donors/volunteers? Describe event/impact results (quantitative and qualitative, if possible) Share creative event details Up to 10 Points The Cummins' Campaign team does a great job of engaging the employees, beyond a traditional United Way campaign. As special events are trending, the Cummins team have added creativity to their strategic promotion of having fun with a purpose of helping those in need. Two special events include: *United Way Agency Fair & Carnival This event included an all-day promotion of United Way and its partnering agencies. This day also included carnival activities such as a Cake Walk, Corn Hole game, Basketball contests, Trike contest, dancing, food and fun. This is a great way to excite employees while also learning about United Way's impact throughout the local communities. *Jail-A-Thon The Jail-A-Thon was a creative way to raise money and awareness for United Way. By donating specific amounts, employees could pay to have someone jailed (on site). As a result, the prisoner had the option to post bail through their donation. This was also a great way to excite and involve both temporary and permanent employees. All monies raised was added to Cummins' total contribution. (See attached photos)

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