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Read all campaign materials.
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Mark your calendar with deadlines.
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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.
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Personally contact anyone assigned to you, give them their pledge forms, and ask for a contribution.
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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.
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Ask for the gift.
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Give each person a campaign pledge form.
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Encourage co-workers to give through the convenience of payroll deduction.
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Collect all pledge forms (even those that are not filled out), cash contributions, and checks in time to meet reporting deadlines.
BE SURE THAT:
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All pledge forms are signed.
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All bill-direct information is correct and signed.
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All cash and checks are paper-clipped to the pledge forms.
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Encourage employees who haven’t pledged to make a decision.
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Turn in all forms, checks, and cash to your campaign coordinator.
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Thank every supporter and each person who took the time to listen.
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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.”
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Be sure to thank those who chose not to contribute but took the time to listen.