Live United Toolkit - Run a Successful Workplace Giving Campaign
Congratulations on being selected as your organization’s Employee Campaign Coordinator (ECC) for this year’s United Way campaign!
Your time, effort and talent are essential to helping United Way Capital Area advance the common good. Are you wondering how to get started? The Live United Toolkit is your answer. Inside this kit you will find a variety of tips and tools—all the necessary resources for coordinating a fun, educational and successful workplace giving campaign.
Begin with the Campaign Checklist
To begin, please download the Campaign Checklist. This checklist outlines the seven key steps for running a campaign from start to finish. As you progress through the campaign—be sure to utilize the checklist as a resource for staying organized and on track!
Need more detailed advice?
The Toolkit Resource section, shown below, provides further details about each step of the campaign, as well as tools you can implement at your company. From sample job descriptions for your campaign team, to videos and email templates--the Live United Toolkit is your answer to effectively managing and promoting a workplace giving campaign within your company.
TOOLKIT RESOURCES
Tools, Tips, and Templates
- Get Your CEO or Senior Management Involved
- Recruit a Team and Plan Campaign Strategies
- Set a Challenging Goal
- Engage and Educate Employees
- Communicate and Publicize the Campaign
- Say Thank You
- Wrap It Up
1. Get Your CEO or Senior Management Involved
- Kick-off Message - CEO to Employees
- Leadership Giver Solicitation - CEO to Employees
- Thank you letter - CEO to Employees
2. Recruit a Team and Plan Campaign Strategies
Sample Job Descriptions & Team Structure
- Campaign Team Structure
- Employee Campaign Coordinator (ECC)
- Communications Chair
- Education Chair
- Special Events Chair
- Volunteer Chair
- Department Driver
- United Way Capital Area Pledge Form
English: Spanish:
- Campaign Themes, Special Event Ideas and More
- Educational Event Ideas:
3M Live United Videos-Departmental Video Contest;
Participate in a variety of volunteer opportunities then come back and share on these experiences
3. Set a Challenging Goal
- Goal-setting in Three Steps
- Link to Online Impact Calculator
4. Engage and Educate Employees
- Information on United Way's focus areas
- Find Volunteer Projects for your team
- Volunteer Project Leader Training
- How to be an advocate
- Impact Stories
( Education
Income
Health
) - United Way Capital Area's e-newsletter, Community Matters
- Sample United Way Speaking Engagement Agenda
- Public Service Announcements
- Leadership Giving
- Tocqueville
- Women's Leadership Council
- Young Leader Society
- Tocqueville
- Leadership Giving Event/Best Practices
- Central Texas Statistics for Education, Income and Health
5. Communicate and Publicize the Campaign
Employee Campaign Coordinator (ECC) Templates
- Campaign Kickoff from ECC
- Give Template
- Advocate & Volunteer Template
- Leadership Event Thank You
- Thank You From ECC
- United Way Store
Order Campaign Materials
- Live United Campaign Brochure
- Live United Poster: "Thank you for creating opportunities..."
- Live United Poster: "How to Give United"
- Live United Logos
(Small Live United logo
Large Live United logo
Letterhead Live United logo)
6. Say Thank You
- Say Thank You
- Thank You Certificate
7. Wrap It Up
- Donation Processing Questionnaire
- Pledge Input Template
- Tax Documentation