How to Prepare a Workplace Giving Campaign

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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. Check out this article to establish leadership giving.

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. 

DETERMINE YOUR CAUSE 

Choosing a cause your employees care about will increase engagement and enthusiasm for the campaign. Let us guide you in surveying employees to create a custom cause fund that match their interests or get inspired by our interactive engagement calendar and national monthly cause themes.

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 2-4 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. 


Create More Impact

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Building Your Campaign Team