| Activity | Target Date | Who Assigned | Date Completed |
|---|---|---|---|
| Two to three months in advance of your company campaign kick-off, meet with your United Way staff partner to begin planning. | |||
| Attend Corporate Campaign Analysis and United Way University. | |||
| Work with your United Way staff partner to review the prior year's giving history and set a campaign goal. | |||
| Share your campaign goal and strategic plan with Senior Leadership. | |||
| Select your company's campaign committee members. Recruit one employee per business unit. Set up bi-monthly or weekly team meetings. Ask your CEO to select senior executives to serve as the Tocqueville and Leadership Chairs. Train your team during your first meeting, potentially at a United Way agency. | |||
| Select campaign dates. Tocqueville and Leadership campaigns should occur prior to the general employee effort. | |||
| Identify Team Leaders, preferably at a 1:25 ratio. Select a date for training, ideally one to three weeks prior to the campaign kickoff. | |||
| Develop a communication plan. Identify methods for reaching employees via email, voicemail, or intranet. This plan may incorporate activities and stories year-round about how employees LIVE UNITED. Identify incentives for giving. | |||
| Tocqueville and Leadership campaign planning should begin. Chairs should identify prospects and develop a strategy to ensure support. | |||
| Host Tocqueville and Leadership events and make the ask. | |||
| A week before the campaign kick-off, send a communication to your company's employees from the CEO or other senior managers endorsing United Way and inviting them to participate in the campaign. | |||
| Kickoff the general campaign! This may be through a rally or an event. | |||
| Educate your colleagues about United Way. Make the ask through employee meetings and include both a United Way speaker and an agency speaker. | |||
| To keep your company's enthusiasm going, send follow-up emails every few days during the campaign with facts about United Way. | |||
| Track campaign results and communicate overall numbers to team. You may also share more specific department results with your leadership and campaign committee. | |||
| Make sure campaign volunteers are following-up with assigned staff. | |||
| Prior to the campaign close ask your CEO to send a reminder e-mail about the end date and encourage giving. | |||
| Collect pledge cards and data, then complete reports and prepare your company's pledge envelope. | |||
| Submit pledge cards or data to your company's payroll department. Have your United Way representative review and sign off on the pledge envelope. | |||
| Thank each donor and celebrate your success! | |||
| Debrief with your team regarding findings for next year. |
Make a Donation
When a child succeeds in school, a single mom pulls herself out of poverty, or a grandfather learns how to better manage his diabetes, we all win. When you reach out a hand to one, you influence the condition of all.
Your donation, large or small, makes it possible for United Way to improve lives in our community.
Make a Memorial Gift
When someone passes away, it’s natural to think about the life they led and the impact they made on the people who loved and admired them. The United Way is grateful to those who Give to further extend the impact of people who have been lost.
Your memorial gift—of any size—pays honors one incredible life by bettering the lives of others throughout our community.
Make a Tribute Gift
Has someone special in your life made you want to honor them by giving to others? A gift to United Way can be a powerful way to say thank you or congratulations, because it can touch the lives of so many people in our community.
When you want to make a tribute gift, please keep the United Way in mind.
Serving Dallas, Collin, Rockwall and Southern Denton Counties
