Campaign Central

10 Steps to Campaign Success

1. Know your United Way.
   Familiarize yourself with United Way’s role in your community and learn how the Impact Fund drives real, meaningful change.
2. Involve your CEO.
   Meet with your CEO to discuss campaign objectives, approve participant incentives, and appoint a coordinator to oversee Leadership Giving.
3. Develop a strong campaign team.
   Invite co-workers at all levels to join your campaign team, and ask your CEO to appoint a Company Campaign Chair to provide leadership.
4. Plan your campaign.
   Create a timeline, set a fundraising goal, choose a solicitation strategy, and plan events. Be sure to explore the Campaign Coordinator Toolbox at UWLanc.org/Campaign-Toolbox for helpful tools.
5. Review your last campaign.
   Host a meeting to review last year’s campaign results, refine strategies, and identify best practices.
6. Promote your campaign.
   Display United Way posters and materials in key areas, and announce your campaign via company’s communication channels to build awareness and drive support.
7. Conduct your campaign.
   Host a kickoff event with your CEO, promote your activities and special events, organize fundraisers (virtual and in-person) to boost employee support.
8. Ask for the gift.
   Use group solicitations, one-to-one outreach, and engage with retirees to generate funds for the campaign.
9. Wrapping up.
   Collect pledge forms, distribute incentives, publicize winners, and report your campaign results to your United Way Resource Development contact.
10. Thank investors for your campaign success.
    Show appreciation to all those who supported your campaign—from the CEO and campaign committee to employees and retirees. Everyone deserves recognition for their role in making your fundraising efforts a success, including you!