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Before the Campaign Read through this guide and the campaign
materials |
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Hang posters and place tent cards in common areas Hold a kickoff event and announce your campaign
goal |
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Visit www.uwcact.org and bookmark “Campaign
Tookit” |
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Mark your calendar with important dates |
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During the Campaign |
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Consider a Day of Caring project for your
organization’s employees |
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Lead by example. Make your own pledge and
reference it when making the case for giving |
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Study your organization’s previous campaign
results and meet with last year’s campaign
coordinator |
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Distribute brochures, other educational materials,
send voice or e-mails from CEO or top management |
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Recruit a steering committee with representatives
from all divisions/departments |
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Show the campaign video and/or have agency
speakers at group meetings or in lunch or break
room |
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Meet with United Way campaign staff or Loaned Executive |
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Give employees their pledge cards and ask
for a contribution |
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Calculate your organization’s giving potential
(see page 7 of
2007 Coordinator Toolkit) |
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Implement management-level solicitation for
leadership giving |
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Identify which “best practices” are not yet part of
your organization’s campaign and incorporate as
many as possible
(see page 11 of
2007 Coordinator Toolkit) |
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After the Campaign |
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Set goals and strategies, kickoff and end dates |
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Collect all pledge cards and contributions. Consider
using the “Every Dollar Matters” pledge form for
those who have not pledged |
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Meet with CEO or top management to discuss ways
they can or will be involved in the campaign |
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Review all paper pledges for completeness |
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Meet with payroll department to verify payroll
deduction procedures |
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Turn in all pledges to campaign staff or
Loaned Executive using Contribution Report
Envelopes |
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Set up a tour of an agency or arrange for an
agency speaker (click here). |
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Thank each person who took the time to
listen with a payroll stuffer, e-mail, voicemail
or letter |
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Order campaign materials at least two weeks prior
to your kickoff date (click here). |
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Attend the United Way Community
Campaign Victory Celebration on
November 14 |
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