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Campaign Coordinator Checklist

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.