Company Campaign Coordinator's Checklist
Meet with United Way representative and last year’s company campaign coordinator to review last year’s donations and develop a campaign strategy.
Meet with CEO to confirm commitment:
A. Endorse campaign strategy
B. Write letters of endorsement and follow-up
C. Commitment to personally kick off company campaign
Recruit campaign team.
Establish employee campaign goal.
Determine the type of campaign best suited for your company.
A. Group meeting (rally)
B. One-on-one solicitation
Set campaign dates.
Schedule/request speaker/s from United Way.
Personalize pledge forms.
Send out management endorsement letters with pledge forms.
Kick off your campaign.
Schedule employee group meetings/employee solicitation.
Collect pledge sheets and make sure they are all signed.
Follow-up with employees who were absent during campaign.
Tabulate results and submit both campaign reports (Employee and Corporate) and payments to United Way by October 31.
Give a copy of each pledge form to United Way.
Make sure a “total gift” amount is listed and any cash or checks are paper clipped to pledge form.
For designation requests, please make sure they are requests we can honor – either a funded partner, United Way program (listed on the pledge form), or another United Way.
If you held a special event that raised cash, please turn in a single check for the full amount.
Say thank you!
Conduct a campaign critique.
THANK YOU FOR YOUR COMMITMENT TO UNITED WAY ! ! !