YOUR CAMPAIGN CHECKLIST BEFORE YOUR CAMPAIGN q Meet with a United Way staff member or Loaned Executive to create a plan of action. If you don’t know your United Way representative, we would be happy to introduce you. Please call us at (860) 493-6849. q Meet with your CEO or management team to establish goals and dates and to determine how you will involve them in the campaign. q Recruit a strong campaign team, representing a wide range of employees, to help and support you. q Ask a member of senior management to chair your leadership giving efforts. q Review last year’s campaign results, strategies, and recommendations, if any. q Develop strategies, a timeline, and goals for this year’s campaign. q Reserve room(s) for group meetings and/or special events. q Visit the Campaign Toolkit at unitedwayinc.org/ campaigntoolkit to order your materials, download templates, arrange a speaker, and more. Be sure to order your campaign materials and arrange for speakers at least two weeks prior to your kickoff date. q Take a peek at the entry requirements for the Best Of Awards at unitedwayinc.org/bestof. q Consider offering incentives for various levels of giving. See the Campaign Toolkit for ideas. q Develop a communications plan leading up to the campaign to educate, build enthusiasm, and inform your co-workers of key dates/goals. q Post information on your organization’s intranet with a link to unitedwayinc.org. q Send out endorsement letters or e-mails from your CEO.
DURING YOUR CAMPAIGN q Hold employee group meetings. (See “The 20-Minute Group Meeting.”) q Run a special solicitation for current or prospective leadership donors (those who do or might consider giving $1,000 or more per year).
United Way COMMUNITY Campaign
COORDINATOR GUIDE
q Share campaign information and progress in newsletters, intranet and e-mail. q Use posters, table tents and other items to advertise the campaign. q Follow up with anyone who has not turned in a pledge form. Ask everyone to return a pledge form whether they are contributing or not. q Begin preparing your nominations for the Best Of Awards.
AFTER YOUR CAMPAIGN q Complete the contribution report envelope and return it to United Way. q Send out thank-you notes and/or hold a thank-you event to announce and celebrate results. Don’t forget to thank anyone who helped you coordinate the campaign. q Submit your nominations for the Best Of Awards.
ALL YEAR q Schedule a volunteer day or a Day of Caring for your co-workers. q Keep your employees educated about United Way’s work. Call us to arrange a lunch and learn, a speaker, or a bus tour. You can also stay informed about us online by subscribing to our Impact quarterly e-zine at unitedwayimpact.org. q Contact us any time with questions about how we can work together to advance the common good. q Feel great about your accomplishments! You’re leading a movement!
MY CAMPAIGN DETAILS My Name My Company My United Way Staff Contact
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NEED MORE INFORMATION? WE’RE HAPPY TO HELP! Call us at 860-493-6849 or visit unitedwayinc.org Our Goal(s) United Way of Central and Northeastern Connecticut and Community Health Charities of New England are partners in advancing the common good across 40 towns in central and northeastern Connecticut.
Visit our website: unitedwayinc.org Subscribe to our e-zine: unitedwayimpact.org For more info, call: 860-493-6849