|This is a summary, please download the complete PDF document 8 Steps to a Successful Campaign for more information.
1. Know your United Way
When you know where the money goes and the people it impacts, you will be more likely to be successful in your efforts.
Fort Madison Area United Way helps more people in more ways than any other local charity.
See United Way Fast Facts and Success Stories for information you can use for e-mails, newsletters, etc. Explore the website to become better informed of the vital work done by United Way.
People want what they do to matter. United Way campaigns add significance to your workplace.
2. Set Goals
Review this guide and your organization’s United Way history. Talk to previous campaign coordinators at your location.
Set your goals for participation, amount to raise and new donors. Make it a goal to have a 100% ask and get 100% of pledge forms back.
3. Enlist Support
Work with a committee. Feedback we have received from Employee Campaign Coordinators says that assembling a committee is one of the most important ways to guarantee a more successful fundraising effort.
Have a visible role for executives and management.
If your workforce is unionized, make sure to involve labor leaders in United Way campaign activities in the same way as executives and management.
4. Develop Your Plan.
How do you plan to ask each associate to give to United Way? Presentations to all employees are the most productive. Emails and departmental coordinators may also work. People give to People. Make the “ask” meaningful and relevant to your employees.
Make a list of what you will need and when you will need it. Consider pre-labeling your pledge cards.
Plan for prizes or United Way items you want to purchase or get donated for your campaign.
5. Strategize to Increase Participation
Add activities, incentives, food, and competition to your campaign. See the Fun-Raising Guide for fun, wacky, and even outrageous ideas to bring attention to your campaign.
Have a United Way Day—make it a casual day if that fits in your workplace.
Have special food for presentation participants.
Encourage donors to increase donation by 10% as our goal is 10% higher this year.
Give away prizes for those who turn in their pledge cards the first day.
6. Promote Your Campaign
Publicize your United Way campaign and pro-gress using Thermometer posters and Campaign Posters.
Consider placing some of the Fast Facts in an email or posting them on your website.
Let employees know of the day and time of the presentation and any incentives you are providing for participation or filling out their card that day.
7. Conduct Your Campaign
Emphasize giving through payroll deductions.
Encourage Century Club and Leadership Giving. Couples and individuals who give $100 or more will be entered in a drawing for $500 in Chamber Bucks for a local shopping spree.
8. Report and Thank them.
Send an e-mail or letter from you or your CEO to all employees to thank them and to report results.
Hand out candy, United Way pins, (just ask our office), LIVE UNITED Stickers, or other small tokens.
Fill out the Campaign Coordinator Report and turn in your packet right away. Even though we set a mid-November deadline for packets, please turn them in as soon as the results are available.
Turn in campaign packet. Be sure to enclose:
- Copies of pledge cards
- Cash or checks attached to pledge cards
- Event proceeds (prefer money order)
- Campaign Coordinator Report