5 Steps to Running a Successful Campaign

1. Prepare

Lay the Groundwork
As the campaign coordinator, you play a key role in setting your workplace up for impact. Start by securing leadership endorsement. When executives champion giving, it becomes a shared organizational value. Assemble a small planning team, set realistic goals, and build early enthusiasm. A strong foundation makes every step that follows easier.

2. Excite and Empower

Spark Purposeful Participation
People want to make a difference, and your campaign can channel that energy into action. Kick things off with an event or short video that brings the impact of giving to life. Invite a nonprofit speaker or share a firsthand story from someone who has benefited from employee generosity. Consider leveraging CHC’s Purpose Platform to sustain momentum all year long through activities like silent auctions or themed giving events.

3. Engage

Make it Meaningful
Sustained engagement is the hallmark of a successful campaign. Create opportunities to connect through special events, volunteer activities, and nonprofit presentations. Elevate the experience with a custom-branded platform where employees can explore local volunteer projects, track their impact, and see how giving aligns with your company’s CSR mission. Be intentional about including retirees and remote workers so no one feels left out.

4. Ask

Invite People In
A personal, authentic ask can be the most powerful tool in your campaign. Encourage leaders to share their own giving story, and reach employees through multiple channels — email, video, team meetings, or internal platforms — in the ways they prefer. Tailor your message to different audiences, and make the process of giving simple, clear, and compelling. Sincerity and confidence go a long way.

5. Thank

Celebrate and Appreciate
Recognizing generosity is just as important as inspiring it. Thank every donor and volunteer — individually when possible — and celebrate the collective difference your team has made. Give special recognition to your campaign committee and key volunteers who helped make it all happen.

And don’t forget donor designation reports should be submitted to nonprofits by April 1st. For donors who opted in to be acknowledged, ensure their information is shared with the appropriate federations by this deadline so nonprofits have the opportunity to thank them directly and in a timely manner.