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Employee Campaign Coordinator Checklist
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.   

Plan publicity.   


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.



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