Coordinators are remarkable people. Thank you! For 94 years, countless companies in Central Alabama have come together to support the annual campaign to make it amazing.
It goes without saying that our campaign is unlike other fundraising activities. Our one appeal supports more than 80 agencies. As a corporate partner, you will benefit from having your employees involved through giving and volunteering. Employee engagement is a great way to boost morale and provide leadership development opportunities to staff. As a company, this is a great way to build your reputation as a good corporate partner.
Every campaign is a little different. Training serves as an opportunity to share ideas, hear tips and tools, learn about online pledging, and receive copies of campaign materials. This includes brochures, posters, community information and an ideal opportunity to meet your loaned executive.
Steps to Running a United Way Campaign
We know planning and executing a United Way campaign takes a lot of work – don’t feel overwhelmed. These steps to success will help you run an efficient and effective campaign.
Step 1: Plan Your Campaign
This is a big job to handle by yourself. Recruit a team of energetic individuals to help.
We suggest you:
- Work with your management team to identify employees who would be a good fit for your committee
- Promote team work as a professional development opportunity
- Have a representative from each department involved
- Ask your CEO or senior leader to approve the campaign time frame and use of organizational funds for campaign activities
- Ask your CEO or senior leader to appoint a leadership campaign chair or executive coordinator
- Communicate your campaign goals to your leadership team
- Encourage senior management to lead by example by giving their gift early and increasing their level of support
- Encourage your senior leaders to actively support the campaign by attending events, speaking at campaign committee meetings and endorsing the campaign through personal communications
- Set a start and end date. We recommended limiting your campaign to two weeks
Step 2: Set and Publicize Your Goals
Work with your team or CEO to establish a goal and be sure to publicize it within your campaign. Utilize emails, newsletters and signage to help employees understand what United Way is and what we do to help the community.
Step 3: Educate and Inspire
Use our theme and materials or pick a theme that is unique to your company. We have seen companies make their own videos, t-shirts, posters and and events to make the campaign fun and something everyone can look forward too each year.
Step 4: Make the Ask
Bring employees together to learn about United Way’s work. Be sure to distribute pledge cards and ask that they be completed and returned at the end of the meeting
Make your campaign fun and creative through the use of special events, competitions, contests, incentives and prizes. Creating your own company incentive program stimulates improved performance within your company’s campaign.
Step 5: Thanking and Recognition
Thanking your colleagues for their contributions can be one of the most rewarding experiences as a coordinator. As a best practice, be sure to say thank you early and often. Use certificates, plaques, thank you cards, special awards, United Way pins or hold a thank you event. Thanking fellow employees will make them more inclined to support United Way in the future!
We have leadership pins for those giving at a leadership level of $1,000 or more and for those who have been giving for 25 or more years. Please ask your loaned executive for details.
Step 6: Finalize Results
Turn in your results as early as possible. Your United Way staff and loaned executive are happy to pick up them up for you. Be sure to do the following:
- Scheduled a pick up with your United Way contact
- Email a copy of your results spreadsheet to firstname.lastname@example.org
- Keep the pink and yellow copies of the pledge forms for donors and your payroll department
- Follow the envelop instructions and double check your totals
- Sign and seal the envelopes. Keep copy of the front of the envelope for your records.