Coordinator Guide/Best Practices
Conducting a United Way/CHAD Campaign can be easy and fun. To make your job easier, we have broken it down into manageable steps. The resources and tips provided in this guide will help you plan an enjoyable, meaningful and efficient campaign.
2009-2010 United Way of San Diego County Campaign Coordinator Guide
Campaign Best Practices: Steps to Success
1. Attend the United Way of San Diego County Campaign Coordinator Training
conference
a. Meet your United Way Representative
b. Review United Way materials
c. Share and exchange ideas
2. Know your organization's giving history
a. Total employee dollars raised
b. Percent participation & average gift
c. Total corporate dollars contributed (if applicable)
d. Number of Leadership Givers ($1,000+) & Tocqueville Society Givers
($10,000+)
e. Special events held
3. Obtain support
a. CEO and senior executives
b. Committee volunteers who represent various departments
c. United Way representative
4. Develop a campaign plan
a. Set clear goals
b. Decide on a solicitation style
c. Create a Leadership Giving program
d. Promote campaign and special events
e. Host kick-off event/meeting
5. Educate employees
a. Hold group meeting(s) and Leadership meeting(s)
b. Show United Way video
c. Participate in a volunteer project
d. Invite a United Way speaker
6. Promote Leadership Giving
a. Enlist support early
b. Develop a plan to identify & cultivate potential leadership givers
c. Host a leadership giving event to promote and set a precedent
d. Recognize and publicize results
7. Ask employees to give
a. Include CEO "Ask" letter with personalized pledge form
b. Solicit current and potential Leadership Givers
c. Distribute personalized pledge forms
d. Collect completed pledge forms at end of meeting
e. Send "Did You Know" e-mails
f. Announce percent to goal achieved
g. Final deadline and goal reminder
8. Say Thank You!
a. Post thank you posters
b. Send a personalized thank you letter
c. Publicize final results
d. Recognize campaign committee members
9. Report results
a. Gather all completed pledge forms
b. Contact your United Way representative
c. Schedule a meeting to review and tally final totals
d. Complete the Campaign Report Form
e. Submit a copy of each pledge form (yellow copy) to your payroll department
