Ingersoll Rand - United Way of North Carolina

2014 Spirit of North Carolina
Campaigning for Excellence
Application Form
(www.unitedwaync.org)
Company/Organization Name
Ingersoll Rand
Address
City/State
800-E Beaty Street
Davidson, NC
Name of Person Completing
Phone
this Application
Bobby Katz
704-655-5714
Name of Sponsoring
United Way of Central Carolinas
United Way
United Way Contact for
Phone
Questions
Linda Beck
704-664-2284
Does the company know a Spirit Application has been submitted on their behalf?
Zip
28036
E-mail
Bobby_katz@irco.com
Metro Size 1C
E-mail
lbeck@uwcentralcarolinas.org
X Yes
No
STANDARDS OF EXCELLENCE
Below is a checklist of the components of the application. Please complete each standard, in
addition to the Organizational Overview, with as much detail as possible. Each Standard is worth
up to five (5) points unless designated with an asterisk (*). Designated Standards are worth up to
ten (10) points.
ALL APPLICATIONS MUST BE SUBMITTED USING THIS FORM and COMPLETED “AS IS”!
Please do not add borders, headings, color, or make any changes to this form.
Application Standards Checklist
1.
Volunteer Culture
2.
Partnership with Community
3.
CEO/Senior Leadership Involvement and Giving
4.
Corporate or Foundation Contributions & Other Non-traditional and In-kind Gifts
5.
Employee Campaign Coordination, Incentive and Recognition
6.
Overall Per Capita Gift
7.
Participation Level
Heads up: two new items!
Please do not add pictures to the Standards Text Box. Instead, attach separate
page with pictures labeling the corresponding Standard. (Attachment 1)
You may also submit a DVD or attach a Video for viewing by the Selection
Committee. The video should not exceed 3 minutes. Please send any DVDs to
Anita Barker, 875 Walnut Street, Suite 150B, Cary, NC 27511. DVD’s must
arrive on or before January 20, 2015.
Organizational Overview
This information will be used during the Awards Ceremony for winning companies.
Describe the mission, vision and philanthropic culture of your organization:
Ingersoll Rand’s vision is to create a world of sustainable progress and enduring results. As a
company we focus on advancing the quality of life by creating comfortable, sustainable and efficient
environments. Our Ingersoll Rand employees share an extraordinary passion for creating a
comfortable and sustainable environment--especially for those individuals in need.
Ingersoll Rand’s community relations purpose is to address social and environment
imperatives that deliver employee and customer loyalty and benefit the communities around
the world where we have business operations. The efforts are directly tied to our organization’s
philanthropic principles of achieving impact, advancing business-community synergy,
community responsiveness, employee preference, globalization and diversity, and inspiring
progress and sustainability.
Describe ONE unique and meaningful event, activity, or communication that ignited the
success of your campaign: (This will be shared at the Awards Banquet if selected as a winner)
Prior to kicking off the 2014 United Way campaign season, Bobby Katz, United Way campaign
champion, reflected on the previous years’ campaigns. During this period of reflection, he
came to the realization that the Ingersoll Rand team was capable of raising at least $1 million
in donations. This lofty goal was heralded throughout the year and spurred the team to be
inspired, get involved, spread the message and ultimately lead Ingersoll Rand to donating
more than the original $1 million with a goal-shattering donation of $1,270,691.
List 3 bullet-points highlighting numeric campaign successes:
(This will be shared at the Awards Banquet if selected as a winner)
(i.e., dollars raised, % increase over previous year, # of leadership givers, etc.)

Ingersoll Rand and its employees donated a total of $1,270,691, an increase of over
$440K and the largest increase in the entire UWCC Campaign.

The 2014 campaign saw a 64% increase in total donations when compared to the 2013
campaign.

Corporate gift of $635,435 (the 2nd largest corporate gift in the UWCC Campaign).

The IR Golf Tournament doubled and raised over $300K.
Standard 1 - Volunteer Culture
Describe how volunteerism fits into the organization’s philanthropic mission. Include
specific volunteer activities (listing recipient organizations) and, if possible, provide
number of employees, volunteer hours and dollar value of volunteer participation.
(Estimated value of volunteer time for 2013 is $22.55 per hour) Include organizational
incentives for participating in community volunteer activities.
Up to 5 points
Promoting community service to our employees ranks very high on our priorities with special
emphases on our partnership with United Way. Our campaign in 2014 culminated in a week long
service celebration called, “10 Days of Caring” held September 16-26. Davidson Campus
employees were given a half-day off with pay to donate their time and talents to nine local nonprofit
agencies. A total of 995 volunteer hours were logged by 253 employees.
A core team of over 40 individuals created and shared the dream to help significantly more
individuals in our Charlotte communities on a much larger scale than ever before. As a result of
not only achieving, but significantly exceeding our United Way campaign goals, this team won
Ingersoll Rand’s ‘Inspiring Progress’ President’s Award’ to create the right tone for
volunteerism, they focused on the following areas:




Teamwork. They knew they needed to build a greater sense of team and teamwork to
achieve the overall goal. They worked to bring the United Way team together through
meaningful, shared experiences. One tactic used to build the team was the intentional
inclusion of all of the Ingersoll Rand businesses represented in the Charlotte area,
including the Charlotte Trane (a brand of Ingersoll Rand) Remanufacturing Facility and
other Charlotte locations in every event
Thinking Differently. Based on learnings from previous years, they recognized the need to
educate participants on the United Way mission, encourage donations to come from the
heart and convince donors their money serves those most in need in the local community.
Creating Fun. The team learned that some volunteers were reluctant to join the team yearafter-year and strived (a) to create an open and communicative team environment and (b)
to make events rewarding and memorable to encourage ownership of the target and
continued participation.
Celebrating Accomplishments. With a goal as large as $1 million, the team wanted to
celebrate each success to encourage continued participation. Throughout the year the
team celebrated each milestone and ended the campaign with an event fitting of the
accomplishment. Winners celebrate winning and the celebration was also part of thanking
all of the volunteers who made the campaign a success.
After an overall strategy was decided upon, fundraising efforts were held throughout the year
and included, among others, an online auction, dodge ball tournaments, ride and drive events,
a motorcycle poker run, kickball tournaments, a dunk tank challenge, furniture sales and a golf
outing.
As a further testament to our company’s commitment, our volunteer estimated labor investment
was more than $22,437.
Standard 2 – Partnership with community to raise awareness of needs and foster a
spirit of giving
Describe the organization’s philanthropic relationship with the community. Document
specific rallies, events, or programs which generate enthusiasm for community
involvement and support. Unique partnership and awareness activities should be
highlighted such as specialized meetings, tours, speakers and fairs. Activities which
have positive results for year-round engagement should be cited as well.
Up to 5 points
The Ingersoll Rand Foundation advances the quality of life through our charitable partnerships to help
build comfortable, sustainable, efficient and educated communities. Our partnership with United Way is a
perfect fit with these goals. Every year we proudly promote this partnership to our employees
encouraging them to participate not only financially, but also by the giving of their time. Our Dollars for
Doers (see 2014 Summary Chart below) program promotes community involvement all year long by
encouraging our employees to donate over 20 hours of their time to service. Once 20 hours is reached a
$250 grant is given in honor of their service to their particular organization. Because United Way is an
aligned partnership with our Foundation, if an employee donates 20 hours to a United Way agency the
grant awarded is $500 (double the normal grant level).
Ingersoll Rand’s work with the United Way includes inviting our fellow community members to participate
in an annual golf tournament held at Trump National in Mooresville, North Carolina. Ingersoll Rand
leaders, employees, business partners, friends and family raised more than $300,000. Ingersoll Rand
also hosts an annual poker run in November for community partners to participate in as well. This ride is
held in partnership with Tilley Harley Davidson and includes riders from all different parts of the state.
Our goal in hosting these events is to create community awareness around the tremendous work United
Way does as highlight partner agencies in the area.
Our employees also showed off their creativity throughout the year with several events, such as:
 The Change for Good competition in October brought fun and friendly, but spirited, competition. Teams
across campus competed to earn the most points by depositing loose change into buckets. Paper and
pennies were positive points; silver was negative points. More than $3,600, pre-match, in loose change
was collected. The losers of these challenges were sent to the DUNK TANK during our United Way Fall
Fest event held on October 29.
 The United Way Test Drive Event with Modern Nissan. Overall, we raised $3,800 for the United Way (prematch). We had a total of 95 individuals participate by taking a test drive around campus earning $40 per
drive for United Way
 United Way online auction held September 8-12.
 Dodge ball and Hockey game events to raise employee engagement and donations for our campaign.
 Community partnerships including: Our Towns Habitat for Humanity, The Ada Jenkins Center,
Mooresville/Lake Norman Christian Mission, Barium Springs Home for Children
 Charlotte Trane group partnerships including: Classroom Central-school supplies, Men’s shelter-clothing,
Loaves and Fishes-canned goods, Red Cross—thank you cards for troops, Salvation Army Xmas Bureautoys
Ingersoll Rand Outreach Committee
Michael O’Brien
Temeka Wilson – Website
Junetta Dlugokecki
*Roberta Griner
Betrice Gardner
*Anahis Fabiani
* = New member for 2014
*Kevin Collins
*Allison Zora - Communications
*Shannon Howell - Dollars for Doers
Standard 3 - CEO/Senior Leadership Involvement and Giving
Given that Leadership participation is a Best Practice item: Describe how senior
leadership (CEO/Direct reports) hosts, manages, organizes, participates in, and
“influences” philanthropy, community support, and campaign activities. Describe how
company leadership in general promotes a culture of giving. Specific events that are
sponsored (and led) by the leadership team should be noted. Complete the leadership
giving table below.
Up to 10 points*
Ingersoll Rand’s CEO, Enterprise Leadership Team and managers hosted and advocated for
wide participation in activities that enabled our company to achieve our $1.27 million donation.
Activities included, but were not limited to: donating auction items (e.g., leader-led boat
cruises, home cooked dinner parties, golf outings, career coaching sessions), leader vs.
employee dodge ball tournaments, ride and drive events, a motorcycle poker run, leader vs.
employee kickball tournaments, a leadership dunk tank challenge and a highly competitive golf
outing. Equally important, it has given Ingersoll Rand employees an opportunity to meet and
spend time with leaders that are not in their direct chain of command.
This top-down philanthropic strategy positioned Ingersoll Rand to help nearly 300,000 families
and individuals in the Charlotte region, including Anson, Cabarrus, Mecklenburg, Lake
Norman and Union communities. Specific examples include:



Mike Lamach is Chairman and CEO of Ingersoll Rand. Each year the campaign kicks
off with an email from Mike to each employee encouraging them to support their local
United Way of Central Carolinas financially and through personal participation in a
variety of United Way sponsored volunteer activities. Additionally, Mike is a loyal
Alexis de Tocqueville Society member.
Bobby Katz, Senior Vice President and General Council serves on United Way of
Central Carolinas Board of Directors in Charlotte. Janet Pfeffer, Vice President,
Treasury and Investor Relations serves on the United Way of Central Carolinas Board
of Directors in Mooresville/Lake Norman. This high level participation exhibits to
employees the importance of community involvement and service.
A leadership campaign kick- off event was held on campus in August featuring local
performer, Rockie Lynn. Mr. Lynn performed original songs and told how he was found
as an infant in a Charlotte dumpster and taken to Barium Springs Home of Children
where he was raised then later adopted. Mr. Lynn expressed his gratitude for the
support Ingersoll Rand provides United Way and in turn, Barium Springs. He later
served in the military, completed college, became a professional musical artist and now
is giving back to veterans throughout the United States and abroad.
Year
Total Number of
Givers
Number of Leadership
Givers
% of Leadership
Givers
Percent Change
2014
332
83
25%
12.2%
2013
355
74
20.8%
-15.9%
2012
394
88
22.3%
26%
UW % of Leadership Givers - 2014 number of leadership givers divided by the 2014 total number of givers
UW Leadership Givers % Change - 2014 number of leadership givers minus the 2013 number of leadership givers
divided by 2013 number
Use a plus or minus sign to show a positive or negative % change.
Standard 4 - Corporate or Foundation Contributions and Other
Non-traditional and In-kind Gifts/Support
State where management places the United Way Campaign within its prioritization of
activities.
List specific sponsorships, resources, materials, loaned executives,
advertisements, videos (YouTube as an example).
List specific “social media”
activities/events/activities. Please complete the Corporate Gift table below.
Up to 5 points.
Ingersoll Rand focuses on addressing social and environmental imperatives that
deliver employee and customer loyalty and benefit the communities around the world.
As part of this commitment, all Ingersoll Rand locations worldwide have the opportunity
to set up a United Way annual employee giving campaign. All money donated by
employees to the United Way during the campaign is matched dollar-for-dollar by the
Ingersoll Rand Foundation.
The Ingersoll Rand Foundation matches all employee and special event
contributions dollar-for-dollar. Throughout the campaign employees were apprised
of our progress toward the goal through strategic communications clarifying the impact
of how the contributions will help under-privileged children and families in the
community. Throughout the year, employees from other U.S. offices – including
Southern Pines, North Carolina and Bryan, Ohio – regularly came to events and made
donations, highlighting the team spirit shared across Ingersoll Rand!
$4,000 was donated for volunteer tee shirts for the United Way of Central Carolinas
annual Day of Caring, September 13 where over 500 local volunteers of all ages came
together to serve the local community by performing a variety of community projects.
Ingersoll Rand frequently donates space at their campus learning center for UWCC
and other nonprofit uses.
At the Ingersoll Rand campaign finale, five $1,000 grants were given away as gifts to
the winners’ charity of choice.
Year
Corporate Gift
Percent Change
2014
$635,435
52%
2013
$417,406
1.7%
2012
$410,164
1%
Percentage change example: 2014 minus 2013
divided by 2013.
Use a plus or minus sign to show a positive or
negative % change.
Standard 5 – Employee campaign coordination, incentive and recognition
Describe the work of the campaign coordinator and/or committee and list specific
activities, decisions and events. Share specific incentives used in the campaign and how
employees were recognized within the workforce for their contributions.
Up to 5 points
Our campaign coordinator and Executive Sponsor worked diligently to create success through
developing a unique approach to achieve the goal and bring the United Way team closer
together. Throughout the campaign, they continually focused on leveraging our company’s
core values to achieve unprecedented levels of employee participation and commitment.
They worked to bring the United Way team together through meaningful, shared experiences.
One tactic used to build the team was the intentional inclusion of all Ingersoll Rand Strategic
Business Units (SBUs) represented in the Charlotte area, including the Charlotte Trane (a
brand of Ingersoll Rand) Remanufacturing Facility and other Charlotte locations in every event.
They educated participants on the United Way mission, encouraged donations to come from
the heart and convinced donors their money serves those most in need in the local community.
Some volunteers were reluctant to join the team year-after-year, to combat this the team
strived (a) to create an open and communicative team environment and (b) to make events
rewarding and memorable to encourage ownership of the target and continued participation.
With a goal as large as $1 million, they celebrated incremental success to encourage
continued participation. To culminate the years’ activities, Katz and Wiechers took the stage
during a grand celebration to announce the United Way team’s resounding success. During an
event held on November 13, 2014, surrounded by more than 300 Ingersoll Rand employees
and prominent members of local news outlets, Katz and Wiechers presented Jane McIntyre,
executive director of United Way of Central Carolinas, with a check totaling more than $1.27
million.
2014 Campaign Team Member Chart
Standard 6 - Overall Per Capita Gift
Describe what employee, leadership, workplace, or community issues made a difference
this year in per capita giving by employees. (Note: If campaign results increased (or
decreased) by a measurable amount, it is expected that those changes were driven by
some recognizable improvement or change. Example: Instituted specific goals by department for
the first time equal to the corporate campaign objective which generated enthusiastic and competitive
environment. Complete the employee giving and per capita giving table below.
Up to 10 points*
As part of our winning culture, Ingersoll Rand is committed to giving back to those communities
that host our products and services. As part of this, the United Way leadership team developed
a stretch goal of $1 million targeted to serve the community and build a greater sense of
teamwork through shared experiences.
The United Way leadership team sought to increase the yearly donation amount by 20%
growth in our giving as a combination of not only the number of employees who give, but also
the amount they give. Through training and education as well as leadership-driven activities to
engage employees we increased the donation amount by 24%.
The key to success was through educating engaged employees that every dollar makes a
difference and can provide the following:
•
•
•
•
$1/week ($52 annually) can provide:
a night of shelter for a mother and child fleeing violence at home.
breakfast for one child for the entire summer.
a scholarship for a young girl to attend high-quality empowering after school
programming for a year.
$2/week ($104 annually) can provide:
a pair of glasses for a school child in need.
55 meals to hungry community members.
22 bags of healthy groceries to low-income families.
$3/week ($156 annually) provides
4 hours of on the job training for a person with significant disabilities to remain
gainfully employed
$4/week ($208 annually) can provide:
one teen on the verge of homelessness with rent and utilities for two months.
housing for 2 veterans experiencing homelessness.
Year
Total Employee
Giving Amount
Percent Change
Total No. of
Full-time
Employees
Employee Per
Capita
Percent
Change
2014
264,135
28%
1,600
$139
24%
2013
205,325
-6%
1,600
$112
-23%
2012
220,562
14%
1,507
$146
2%
Percentage change example: 2014 minus 2013 divided by 2013.
Per Capita Gift: Total Employee giving Amount divided by the Total Number of Employees
Use a plus or minus sign to show a positive or negative % change.
Standard 7 – Participation Level
It is important that each employee have an opportunity to support their community
through participation in the United Way campaign. How does the company make an
effort to ensure all employees have an opportunity to participate? (List specific items)
Does the company provide a new hires program to provide employees an immediate
opportunity to give? (List specific initiatives) Describe any outreach efforts for retirees to
give back to the community through United Way participation. Complete the employee
giving and participation table below. Up to 10 points*
Ingersoll Rand focuses on addressing social and environmental imperatives that
deliver employee and customer loyalty and benefit the communities around the world.
As part of this commitment, all Ingersoll Rand locations worldwide have the opportunity
to set up a United Way annual employee giving campaign. All money donated by
employees to the United Way during the campaign is matched dollar-for-dollar by the
Ingersoll Rand Foundation.
Ingersoll Rand also offers employees the Dollars for Doers program. Under this
program, if an employee volunteers at least 20 hours of time with the United Way, the
Ingersoll Rand Foundation will provide a $500 grant to the United Way. Also under this
program, if a team volunteers at least 50 hours of time with the United Way, the
Ingersoll Rand Foundation will provide a $1,000 grant to the United Way.
New employees are educated on each of these programs during onboarding. Current
employees are reminded annually and encouraged to participate in charitable giving.
Ingersoll Rand has many event and fundraising opportunities throughout the year that
allow employees to participate and donate outside of the fall employee pledge drive.
Employees that contribute to these events are not reflected in the numbers below.
Year
Total Number of
Employees
Percent
Change
2014
1600
0%
2013
1600
2012
1507
Total Number
of Givers
Percent
Change
Percent
Participation
380
7%
23.7%
0%
355
-9.9%
19.4%
0%
394
39%
26.1%
Employee % change - 2014 number of employees minus 2013 number of employees divided by 2013 number
Givers % Change – 2014 number of givers minus 2013 number of givers divided by the 2013 number
Chart & Photo Attachment: Standard 1 & 2
(Day of Caring Photos)
Event # Date
Organization
1
9/19/2014 Ada Jenkins
2
9/19/2014 Ada Jenkins
3
9/22/2014 Ada Jenkins
4
9/23/2014 Ada Jenkins
5
9/24/2014 Lifespan
6
9/26/2014 Lifespan
7
9/18/2014 Second Harvest
8
9/22/2014 Second Harvest
10
9/24/2014 Crisis Assistance
11
9/16/2014 Classroom Central
12
9/23/2014 Classroom Central
13
9/24/2014 Classroom Central
14
9/16/2014 Love, Inc
15A
9/16/2014 Mooresville Christian Mission
15B
9/16/2014 Mooresville Christian Mission
16
9/17/2014 Mooresville Christian Mission
18
9/19/2014 Mooresville Christian Mission
19
9/16/2014 Habitat for Humanity
20
9/17/2014 Habitat for Humanity
21
9/23/2014 Habitat for Humanity
22
9/23/2014 Mooresville Soup Kitchen
23
9/24/2014 Mooresville Soup Kitchen
24
9/24/2014 Mooresville Soup Kitchen
25A
9/16/2014 Barium Springs
25B
9/16/2014 Barium Springs
TOTALS
Proj
Volunteers
Required Hrs
Event Description
Hrs
Painting (Indoor)
4
4
16
Painting (Outdoor)
3
3
9
Building Shelves
4
4
16
Move Medications
4
4
16
Landscaping
20
6
120
Cleaning and painting
20
6
120
Food sorting #1
30
3
90
Food sorting #2
30
3
90
Clothes sorting and inspection #2
25
2
50
Assemble STEM kits
10
3
30
Teacher Shopping Assistance
10 4.5
45
Assemble STEM kits
10
3
30
Build wheelchair ramp
8
7
56
Pantry Sorting Shift 1
10 3.5
35
Pantry Sorting Shift 2
10
3
30
Paint MCM Free Store
10
4
40
Prepare food boxes
10 3.5
35
Home building #1
16
4
64
Home Building #2
10
4
40
Home Building #3
10
4
40
Serve Lunch
6 4.5
27
Prepare and seal meals
6
3
18
Serve Lunch
5 4.5
23
Campus Beautification #1
20
3
60
Campus Beautification #2
20
4
80
346
1,260
Agency
Employee Employee Total
Dollars
Sign in Vounteers Actual
Volunteers actual
Event
for Doers
sheet? Signed in Total hrs signed in total hrs Hours Grant?
Angela Ellis
x
4
16
4
16
Nicolas Gerrits
x
4
15.5
4
15.5
Alex Mesanza
x
6
24
6
24
Ann Mitchell
x
4
17
4
17 72.5
1
Bobby Katz (Hamrick) x
17
91
17
91
Junetta Dlugokecki
x
22
89
21
85 176
3
Cindy Hudson
x
9
27
9
27
Erin Bailey
x
23
69
22
66
93
2
Theresa O'Neil
x
16
32
16
32
32
0
Nidhika Kapila
x
4
12
4
12
Amanda Cataldo
x
9
39.5
9
39.5
Manish Khot
x
9
27
9
27 78.5
1
Dan Carsten
x
6
48
6
48
48
1
Annastaisha Smith
x
11
38.5
11
38.5
Dayna McGee
x
7
21
7
21
Dina Boggess
x
12
48
12
48
Renee Dekemper
x
7
24.5
7
24.5 132
2
Ian Macleod
x
15
57.5
15
57.5
Roseann Harrill
x
9
36
9
36
Bobby Katz (Hamrick) x
9
72
9
72 165.5
3
Kevin Dean
x
6
30
6
30
Lisa Coltrane
x
5
15
5
15
Betrice Gardner
x
5
25
5
25
70
1
Dwan Hargett-Elliott
x
17
51
17
51
Darryl Torres
x
19
76
19
76 127
2
255
1001.5
253
994.5
994.5
16
61
-
8
9
20
21
211
-
-
10
7
1
1
6
2
2
3
1
6
5
7
12
10
6
10
-
-
-
-
-
4
3
4
4
21
20
7
19
18
4
6
7
8
4
3
4
4
21
21
8
25
20
6
9
8
8
10
7
10
8
16
12
10
6
6
5
20
21
272
100%
100%
100%
100%
105%
105%
27%
83%
80%
60%
90%
80%
100%
100%
70%
100%
80%
100%
120%
100%
100%
100%
100%
100%
105%
-
-
-
-
-
(1)
(2)
2
3
(1)
(1)
22
5
5
4
1
2
PreWeb
Registered Registered Total
Volunteers
Volunteers Volunteers Volunteers % Full Needed
Project Leader
Chart & Photo Attachment: Standard 1 & 2
(2014 Detailed Results & Day of Caring Photos continued)
Photo Attachment: Standard 3
Video Attachment: View
Slide Attachment 1: Standard 5
2014 Activities
Activity
Date(s)
Leadership Event
August 18th
General Campaign
August 19th- Sept. 3rd
Test Drive #1
August 20th
Auction
September 8-12th
Poker Run
September 13th
Day of Caring
September 13th
Golf Outing
September 15th
10 Days of Caring
September 16th-26th
Slide Attachment 2: Standard 5
2014 United Way Campaign
Overall
Rank
1
2
3
4
5
6
7
Rank
$ Per Person % Participation
Power Tools
TBD
2
1
HVAC - Parts
Ron Kaminski
1
3
HVAC - Residential
Shawn Laskowski
4
2
Fluid Mgt and Material Handling
Evan Gerber
5
4
Corporate
Bobby Katz
3
7
HVAC - Commercial
Jeff Watson
8
5
Compressed Air
TBD
7
7
SBU
Team Captain
Total
3
4
6
9
10
13
14