10 Steps to a Successful United Way Campaign

Thank you for being a CHAMPION for our community and being your organization’s Employee Campaign Coordinator! You are greatly appreciated. We are so excited to work with you to help you and your organization give back to our local community through UWCFA.

1
Meet with CEO/Senior Team and Recruit Your Campaign Team

Your campaign team should include employees from all levels and areas of your organization.

2
Ask Management and Your CEO for Support

Ask CEO to:

  • Help set goals and objectives for the campaign
  • Appoint a leadership giving coordinator ($1000+)
  • Write a letter to encourage employees to join him or her in contributing (see sample)
  • Attend the campaign kickoff and make a personal statement of support
  • Determine a corporate gift and/or matching donation
3
Review Past Performance and Calculate Goal
  • Evalute strengths
  • Look for areas to improve
  • Identify company changes since last campaign
  • Set a monetary increase goal and a participation increase goal
4
Establish a Campaign Timeline
  • Set up employee campaign team meeting dates
  • Schedule a kickoff and speakers from UWCFA and our partner agencies
  • Brainstorm ideas to get employees engaged and involved
  • Set a campaign end date
5
Use Agency Speakers, Volunteer and Take Tours

Help employees see the impact their donation has in our service area. Talk to your UWCFA campaign representative to set up agency speakers, volunteer opportunities and to take tours of our partner agencies.

6
Publicize the Campaign
  • Share UW videos and stories through email or company news
  • Progress updates
  • Social Media- encourage employees to share how they #givewhereyoulive, be a #gamechanger and tag us in posts!
  • Encourage employees to visit our website and social media
7
Conduct Employee Campaign
  • 20 Minute meeting (see back for outline)
  • 1-2 weeks prior to your kickoff, send out the CEO letter
  • Secure incentives from local businesses and restaurants
  • Schedule and conduct employee meetings or company wide kickoff
  • Put up posters and campaign information
  • Share UWCFA videos and materials
  • Use guest speakers and hold special events (see suggestions on back)
  • Encourage leadership giving
  • Follow up with employees to ensure everyone has had the opportunity to give
8
Report Results to United Way
  • Send your campaign rep any updates and preliminary numbers
  • Make a copy of all pledge forms and send to your payroll department. Originals go in your campaign envelope
  • Complete the campaign report
  • Set up a time with your campaign rep to wrap up, collect pledge forms and extra materials
9
Wrap Up and Say Thank You
  • Report final results and thank employees
  • Distribute CEO thank you letter
  • Recognize and thank your campaign team
  • Evaluate your campaign results and prepare recommendations for next year’s ECC and campaign team
10
Be a Game Changer And Give Where You Live All Year

Encourage employees to volunteer in the community. They can stay in touch with all UWCFA is doing and upcoming opportunites by following our social media or checking out our website at uwcfa.org Instagram: @unitedwaycapefear Twitter: @UnitedWayCFA Facebook: United Way of the Cape Fear Area