Step 1: Prepare
Schedule an initial planning meeting in September or October with your United Way liaison to review and determine the following:
- Workplace giving history and current campaign goal (e.g., total dollar amount, average donation, number of participants)
- Workplace campaign timeline
- Kickoff event (e.g., lunch and learn, volunteer activity, impact tour)
- Employee giving options and incentives
- Digital and/or print materials (e.g., brochures, posters, yard signs, etc.)
- Employee thank you process
Step 2: Execute
Host your campaign kickoff event and invite all staff to join! Announce your campaign goal, learn more about United Way, and offer ways to give to the campaign. Here are some examples:
Lunch and Learn
Host an all staff Lunch and Learn to learn more about United Way at a glance or request a deep dive on any of our focus areas or strategies.
Volunteer Activity
Kick off your campaign by making an immediate impact: Invite your company to participate in a hands-on volunteer activity.
Impact Tour
Invite your team to a guided bus tour for a firsthand experience of United Way’s impact in the community.
Step 3: Wrap Up
Meet with your United Way liaison to evaluate your campaign results. Celebrate results with your company, thank everyone for their participation, and congratulate yourselves for a job well done!
RESOURCES
FREQUENTLY ASKED QUESTIONS
If you have questions about running a workplace campaign, please reach out to our Campaign Team:
- Haley Ramey – Vice President, Annual Campaign
- Valerie Ward – Director, Annual Campaign
- Tiffany Dispain – Development Manager