How to Prepare a Workplace Giving Campaign
As your organization’s campaign coordinator, you’re in a unique position to make a real difference. Your leadership, organization, and creativity are key to helping your coworkers come together in support of healthier communities. Whether this is your first time coordinating a campaign or you’re looking to build on past success, the following steps will set you up for a smooth and impactful experience:
- Explore Your Giving Technology Options
A successful campaign starts with the right tools. Today’s employees expect giving and volunteering to be simple, interactive, and tailored to their needs. Make sure you’re familiar with the platform your company uses to accept pledges, track impact, and engage employees throughout the campaign. If you don’t already have a solution in place, consider an all-in-one impact platform. These systems streamline payroll giving, reporting, and storytelling in one place. Not sure where to start? Request a demo of our Purpose Platform to see what’s possible. - Secure Leadership Support Early
Visible, vocal support from leadership is one of the most powerful ways to boost participation. Invite executives and managers to lead by example—whether that’s making an early pledge, joining a volunteer event, or sharing personal stories of giving. Encourage them to include campaign messaging in all-staff meetings, newsletters, and team huddles. Leadership support shows employees that giving is a shared value across the organization. - Build a Campaign Committee
Running a campaign doesn’t have to be a solo job! Form a committee of enthusiastic team members who can help bring the campaign to life. A good mix of departments, roles, and perspectives ensures broader reach and better engagement. If possible, include someone with marketing or social media skills to help promote events and tell your campaign’s story. Your committee can help you brainstorm activities, plan events, and generate excitement across the organization. - Create a Thoughtful Campaign Timeline
Timing is everything. Choose a window that avoids other major company initiatives or holidays to ensure your campaign gets the attention it deserves. A standard campaign runs about 12 weeks, but this can vary based on your company culture. Use our sample timeline to map out planning, launch, engagement events, and wrap-up. Build in flexibility to respond to feedback and celebrate key milestones along the way. - Set Clear, Achievable Goals
Setting measurable goals gives your campaign purpose and focus. Look at prior-year results, consider the number of employees, and take into account any changes in the business climate. Whether your goals are based on total dollars raised, participation rate, volunteer hours, or awareness metrics, having a target in mind keeps the campaign on track. Not sure what’s realistic? We can walk you through a goal-setting session to help you define success. - Brand Your Campaign for Impact
A compelling campaign theme helps unify your efforts and adds fun to the process. Whether it’s focused on a company value, a seasonal message, or a playful challenge, your theme should reflect your culture and inspire action. Use it across all communications, from posters and email banners to event names and social posts. A strong visual identity will help your campaign stand out and feel cohesive.
With the right planning and team support, your workplace giving campaign can do more than raise funds—it can spark connection, build community, and show the power of collective impact. We’re here to help you every step of the way. For more information about what CHC can help you do, or to ask questions about campaign resources, connect with us at info@chcimpact.org.
