Welcome to United Way of Dane County’s Campaign Tools
These resources and tools are designed to help you run a successful workplace campaign. The Campaign Tools website serves not only as a resource but also as a training tool where everything is arranged under the format of 10 steps to United Way Campaign Success. Whether you are completely new to running a campaign, looking for step by step instructions, or a seasoned veteran looking for Progress Reports on the Agenda for Change, you’ll find what you need here:
Below are Key Dates for the 2013 United Way Campaign
| Tuesday, August 20 | Day of Caring & Campaign Kickoff | |
| Wednesday, August 21 | Additional Day of Caring | |
| Friday, August 23 | Middleton Day of Caring | |
| Friday, October 18 | Campaign Incentive & Awards Deadline | |
| Thursday, November 21 | Campaign Celebration |
As a volunteer, you are the key to the success of United Way’s annual campaign. Generosity runs deep in Dane County, and your efforts to coordinate a strong workplace campaign benefits thousands of people. Thank you for helping us to make Dane County a great place to work and to live.
Doug Nelson
Regional President, BMO Harris Bank
2013 United Way Campaign Chair
Thank you for helping run a United Way Campaign at your organization. Together we are making a difference in Dane County. Whether you have done this before or it is your first time, please use the United Way Campaign Guide as a reference tool to help you run your best United Way Campaign.
Prepare
1. Secure Top-Level Management Support
- Sample CEO Endorsement – LetterA CEO endorsement is essential to an effective campaign. Customize this letter so your CEO can share their endorsement of the 2013 campaign and encourage employees to give to the United Way. Distribute each letter with a pledge form.
- Sample CEO Endorsement – Email TextCustomize this email for a quick and easy way for a CEO endorsement to reach all employees at your organization.
- Sample CEO Endorsement – Voice Mail TextCustomize this voice message to be sent to all employees as another simple way for your CEO to endorse your United Way Campaign.
- Sample Union Endorsement LetterUse this letter to encourage Union member support of the campaign.
2. Recruit a Campaign Team & Attend Training
- Campaign Volunteer Job DescriptionsRecruit some help to assist you with running your United Way campaign.
- Your Campaign Role as Professional DevelopmentFind out how to frame your Employee Campaign Manager experience as Professional Development.
3. Learn about United Way & Agenda For Change
- Agenda for Change OverviewThis one page document identifies the seven areas of our community’s Agenda for Change and outlines how United Way does its work.
- Benefits to Supporting United WayFind out what running a United Way campaign can do for your organization, your co-workers and you!
- 10 Steps to United Way Campaign SuccessThis one page document outlines the 10 steps it takes to run a workplace campaign.
- Best Practices for a Successful CampaignReview our time-tested 10 Best Practices which are guaranteed to help your campaign raise the most money for the community.
- Leadership Giving InitiativesFamiliarize yourself with our four Leadership Giving Initiatives. Each initiative has the ability to help you grow your campaign.
- Frequently Asked QuestionsAnswers to questions employees at your organization might have about donating to United Way and our collaborative work with our partners.
Plan
4. Develop a Plan & Set Goals
- Special Events IdeasCheck out this document to find inspiration and creative ideas to encourage a fun, engaging and successful campaign.
- Increasing Campaign Participation
- Raffle Types & GuidelinesIf you are considering doing a Raffle, please read this document to find out what is required.
5. Develop a Leadership Giving Approach
- Leadership Giving InitiativesFamiliarize yourself with our four Leadership Giving Initiatives. Each initiative has the ability to help you grow your campaign.
- Leadership Giving GuideLeadership gifts are instrumental to improving people’s lives and strengthening Dane County. This guide provides directions on how to plan, manage and complete a leadership giving effort in a workplace campaign.
- Key Club FlyerThe Key Club is a group of community-minded individuals who provide financial support of $750 or more to United Way. Distribute this flyer to prospective and/or current donors.
- Rosenberry FlyerThe Rosenberry Society is a group of young leaders who care about our community. Distribute this flyer to your 40 and under crowd who are interested in creating real change in Dane County and having fun along the way.
- Loyal Contributor FlyerLoyal Contributors are people who have supported United Way at any level for 25 years or more. Read how you can help us identify Loyal Contributors at your organization.
- Sample Leadership Giving Letters
Conduct
6. Educate Your Co-workers
- Agenda For Change OverviewThis one page document identifies the seven areas of our community’s Agenda for Change and outlines how United Way does its work.
- 10 Reasons to Support United WayThis document gives you the 10 best reasons to make United Way part of your philanthropic goals
- What a Difference A Dollar MakesThis flyer gives you examples of what a difference donating a few dollars from every paycheck will make in our community.
- What a Difference A Dollar Makes – Spanish
- Stories of people who have benefited from United WayShare with your co-workers one of these inspirational stories of people who have benefited from donations to United Way.
- United Way making a difference in your community
7. Make Campaign Fun
- Special Events IdeasCheck out this document to find inspiration and creative ideas to encourage a fun, engaging and successful campaign.
- Increasing Campaign ParticipationUsing Incentives
- Raffle Types & GuidelinesIf you are considering doing a Raffle, please read this document to find out what is required.
- Sample Receipt LanguageIncludes sample language for the following scenarios:
1/ Someone purchases goods or services as part of a special event.
2/ A donor pays more than the face value of an auction item.
3/ An employee donates goods or services to an auction or garage sale.
8. Distribute & Collect Pledge Forms
- Payroll DeductionOne of the easiest ways for donors to give is through Payroll Deduction. This document tells you how you can get payroll deduction set up at your organization.
- ACH Pledge Form
- 2013 Employee Pledge Form
- 2013 SPANISH Employee Pledge Form
Conclude
9. Report Results to United Way
- Employee Campaign Manager Post-Campaign Check ListUse this form to check off the final steps of closing your United Way campaign.
- Campaign Best Practices FormUse this form to report back to United Way which Best Practices your organization did this campaign.
10. Thank/Recognize Co-workers
- Sample Thank You TextA simple thank you goes a long way. Use this sample language to say thank you to donors at your organization through personal emails, hand written notes, letters or cards.
- Sample Retiree LetterUse this letter to invite your organization’s retirees to be involved in your United Way campaign. Retiree gifts can be counted in your organization’s overall campaign results.
- Sample New Hire LetterInvite new employees to participate in your United Way campaign as soon as they begin working at your organization by customizing this letter.
