United Way of Southeastern Pennsylvania

My Campaign

Loaned Executives

Imagine the Impact...

to your community
to your company
to their careers

AN INVESTMENT WITH GUARANTEED RETURN

What is The Loaned Executive Program?

During the annual United Way Campaign, many organizations participate in United Way’s Loaned Executive Program, lending qualified employees to United Way for 18 weeks during the campaign season, usually from mid-August to mid-December. Loaned Executives serve as an extension of United Way staff and work full-time, based in United Way offices, assisting with all aspects of the campaign.

Position Responsibilities

Each Loaned Executive, alongside United Way Staff, works with 50 – 75 local organizations, serving as United Way’s primary liaison, as they assist in the planning and execution of their United Way campaigns. Loaned Executive responsibilities include:

Analyzing donation history
Planning and executing strategy for each account
Partnering with United Way volunteers to visit CEOs
Developing relationships with Employee Campaign Chairs
Preparing and delivering presentations to various audiences
Providing customer service to donors

What makes a good Loaned Executive Candidate?

Loaned Executives are valued employees with a variety of skills, knowledge, interests and backgrounds from all levels of your organization, who:

Embrace growth opportunities and learning
Exhibit a desire for career development
Recently joined your organization and would benefit from focused training as well as interaction with major organizations in the community
Possess excellent computer skills for the following programs: Microsoft Office – Outlook, Word & Excel
May have increased flexibility due to work transition or retirement

The Return on Your Investment

The financial benefits of training cannot be measured in terms of the amount of learning achieved or even the extent to which behavior might change. The real benefits come from improved performance. While it is difficult to put a number on the training your employee will receive while volunteering with United Way, everyone, your Community, your Company and your Employee will benefit from your contribution.

Your Community

Your community benefits because:

United Way is able to lower overhead costs through the support of the professional talent loaned to the campaign by your company.
Loaned Executive participation leads to increased campaign results which provide more financial resources to help better meet community needs.

Your Company

Participation in the Loaned Executive Program demonstrates your company’s commitment to the community. All business cards and correspondence are co-branded and Loaned Executives introduce themselves as your company representative. Your company benefits from the returning employee’s enhanced business skills, including setting and achieving goals, public speaking, confidence in making sales presentations, training and motivational skills and increased exposure with many corporate executives.

Your Employee

While serving with United Way, your employee will receive training and gain experience in the following key areas:

Sales – researching assigned accounts; preparing and making sales presentations; developing strategies based on past performance analysis; building relationships with customers
Public Speaking – presenting United Way’s key messages to large and small groups of company employees to encourage contributions
Management – goal setting and achievement; time management; resource utilization; volunteer supervision; teamwork
Community dynamics – understanding community needs and potential solutions; studying specific industries and/or geographic communities within the region; experiencing the interaction of the corporate, public and service sectors

“I have had the pleasure of seeing the United Way Loaned Executive program evolve extensively over 20 years. At Vanguard, we believe this program is making a highly positive impact in the communities where we live and work. The program provides a unique and powerful learning opportunity for employees. I invite you to join Vanguard in this initiative, whereby your company will gain significant community exposure, while your employees grow professionally.”

Bert Dalby
Principal, Vanguard

Loaned Executive Training Program

August 18-22, 2008
8:30 a.m. to 4:30 p.m.
Drexel University
Philadelphia, PA

“Drexel University is pleased to host the training of United Way’s Loaned Executives for the 2007 Campaign. This opportunity to participate affirms our commitment to the community and our dedication to facilitating its educational needs.”

Dr. Constantine N. Papadakis
Drexel University, Loaned Executive Chair

Questions

For questions about the Loaned Executive program or to participate, please contact Trish Lilly at 215.665.2583 or email at, plilly@uwsepa.org.

The Loaned Executive Experience

“Participating in the LE Program has been the greatest and most significant career decision that I ever made. Coming out of college, I knew that at some point, I wanted to utilize my education and skills in the non-profit industry. What I hadn’t anticipated was the impact that the program would have in shaping my career path. My daily interactions with a wide spectrum of people from the boardroom to the agencies enabled me to go home everyday, satisfied that not only had I listened to a need, but I had done something to address it and make a difference. The opportunity to further the United Way’s mission and give back on a daily basis is one of the most rewarding feelings I have ever had. The program is only four months but gives you a lifetime of experience. It is an education unparalleled.”

Festo Okidi
2007 Loaned Executive Sponsored by Wachovia

2007 Loaned Executives Representatives

Loaned Executives (left to rigt)

James Gaddy – Vanguard
Robert Geyer – Lockheed Martin
Michael Trzaska – PECO Energy Company
Sharaii Johnson – Vanguard
Marcella Taliaferro-Reaves (Retired from the Department of Public Welfare) – Sponsored by McNeil Consumer Healthcare
Wanda Preston – Federal Reserve Bank
La-Tisha Alston – Vanguard
Lisa Baglivio-Kreider – Vanguard
Keshia Nedd – Vanguard
Kimberly B. Neff (Drexel University Graduate 2006) – Sponsored by Sovereign Bank
Jacqueline Robinson – Federal Reserve Bank
Festo Okidi – Sponsored by Wachovia Bank
Bernadette Braxton-Sample – United State Postal Service (USPS), CFC – Federal Government Campaign
Stacy Weikel – Vanguard

Loaned Executives (not pictured)

Leo Carey (retired) – Sponsored by Wachovia Bank
Lynne Chapman – Department of Public Welfare
Tyrone Eleby – Department of Public Welfare
Dionne Graham – Department of Public Welfare
Barbara Hubley – IKON Office Solutions
Joanna Hutton-Hogg –Vanguard
Cheryl Lichterman – IRS, Combined Federal Campaign
Yvonne Martin – UPS
Virginia Stewart – Labor and Industry (L & I)
Valerie Williams – Department of Public Welfare