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.

Show the campaign film before you distribute the pledge forms.

Personally contact anyone assigned to you, give them their pledge forms at the film presentation, 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.

Hand each person a personalized 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.