How to Prepare a Workplace Giving Campaign

As your organization’s campaign coordinator, your planning, organizing, and coordinating efforts enable your coworkers to participate in creating healthier communities. Follow these steps to prepare a successful campaign:  

RESEARCH GIVING TECHNOLOGY 

The giving and volunteer process must be seamless, interactive, and customized to your company to guarantee the best participation from employees. Make sure you know how you are going to track impact, engage employees, and process payroll giving pledges. An all-in-one impact platform is the way to go! Request a demo of our Purpose Platform today to start your research.  

ESTABLISH SUPPORT FROM THE TOP  

Involving your organization leadership actively in all aspects of the campaign through giving, events and communications will increase employee participation.  

RECRUIT YOUR CAMPAIGN COMMITTEE 

Having a team of enthusiastic volunteers to help you plan, communicate, and execute the campaign will make your job easier. Consider adding a marketing specialist to your campaign committee to kickstart your campaign using social media.  

CREATE A CAMPAIGN TIMELINE  

Timing your workplace giving campaign when other leadership or organizational commitments are not occurring will help your campaign be successful. A typical campaign runs for 12 weeks. See our suggested campaign timeline to help you plan, implement, and achieve your organization’s campaign goals. 

SET MEASURABLE GOALS  

Setting goals for your campaign that consider prior year results, number of employees, and the current business climate will help you achieve success. We can help you walk through a goal setting exercise and determine reasonable, attainable goals that create impact. 

BRAND YOUR CAMPAIGN  

Creating a theme will provide a framework for your promotional materials, capture attention, and add fun to your campaign.