Campaign Coordinator Checklist

 

  • Read all campaign materials.

  • Mark your calendar with deadlines.

  • Make your increased pledge first. Before asking your co-workers for their campaign pledge, make your own pledge and lead by example. You’ll feel even better about your gift.

  • Personally contact anyone assigned to you, give them their pledge forms, and ask for a contribution.

  • Meet one-on-one with anyone assigned to you and explain the difference they’ll make when they support United Way – especially its Community Fund.

  • Ask for the gift.

  • Give each person a campaign pledge form.

  • Encourage co-workers to give through the convenience of payroll deduction.

  • Collect all pledge forms (even those that are not filled out), cash contributions, and checks in time to meet reporting deadlines.

    BE SURE THAT:

  • All pledge forms are signed.

  • All bill-direct information is correct and signed.

  • All cash and checks are paper-clipped to the pledge forms.

  • Encourage employees who haven’t pledged to make a decision.

  • Turn in all forms, checks, and cash to your campaign coordinator.

  • Thank every supporter and each person who took the time to listen.

  • Let them know that, on behalf of United Way and all those being helped in our community - “thank you, and know that your gift makes a real difference every day of the year.”

  • Be sure to thank those who chose not to contribute but took the time to listen.