Campaign Toolkit

Each year, hundreds of local workplaces participate in Head of the Lakes United Way Fundraising Campaign. This campaign supports local health and human service programs that create real, lasting change for individuals and families in the area.

 

Participating in the campaign is an excellent way to raise your organization’s public profile and build team spirit among your employees. And United Way makes it easy—with staff support, localized materials, a variety of pledging options, and exciting ideas for employee participation. What’s more, as a business leader, you can rest assured knowing that contributions to the United Way Campaign are invested carefully by a network of experienced volunteers.

Toolkit for Employee Campaign Coordinator

Thank you for volunteering your time to run your company’s United Way campaign. Through your work, you are touching the lives of thousands in the Head of the Lakes region because when a child succeeds in school, when families are financially stable and when people have good health, we all win.

Introduction to Head of the Lakes United Way
1.1 Head of the Lakes United Way – Overview, Mission & Vision
1.2 Contacts – Staff and 2017-18 Board
1.3 Regional Service Area Map
1.4 Save the Date: Events Calendar
Getting Started
2.1 What is an ECC? Role of the Employee Campaign Coordinator
2.2 6 Ways to Engage with United Way
2.2.1 Employee Workplace Campaign
2.2.2 Organizational (Corporate) Gift
2.2.3 Special Events (Internal event raising money for HLUW)
2.2.4 Sponsorship (Monetary or In-Kind)
2.2.5 Leadership Giving
2.2.6 Volunteer (Day of Caring or Board/Committee)
2.3 Employee Campaign Coordinator Timeline/Checklist
2.4 Voicemail and Email Messages – Templates
2.5 Strategies to Increase Giving and Participation
Where the Money Goes
3.1 What Your Donation Can Buy
3.2 Glad You Asked – FAQ
3.3 How Your Dollars are Invested – 2016 Investment Report
3.4 Community Investments (List of HLUW Agencies & Programs)
3.5 How Your Dollars Help in Each Community within the Head of the Lakes Service Area
3.5.1 Ashland-Bayfield Counties
3.5.2 Greater Duluth
3.5.3 North Shore of Minnesota
3.5.4 Superior-Douglas County

Special Gifts
4.1 Lake Superior Leadership Society
4.1.1 Leadership: Frequently Asked Questions
4.2 Take Stock in United Way
4.3 Planned Giving
4.4 Running a Retiree Campaign
4.5 Young Leaders Group

Endorsement Letters
5.1 Endorsement Letters – New Hires
5.2 Endorsement Letters – CEO
5.3 Endorsement Letters – Thank You
5.4 Endorsement Letters – Retiree
Special Events and Ideas
6.1 Camp United Way
6.2 Community Building Blocks
6.3 Recipe for Giving
6.4 Share the Harvest
6.5 Drivin’ to Give, Racin’ to Win
6.6 Making the Grade
6.7 More Campaign Event Ideas
6.8 Campaign Incentives
6.9 Special Event Rules in Minnesota & Wisconsin
6.10 Campaign Recognition: Award Criteria
Wrapping Up the Campaign
7.1 Reporting Results – Campaign Spreadsheet
7.2 Filling out Forms
7.2.1 Individual Pledge Form
7.2.2 Designation Form
7.2.3 Credit Card Form
7.2.4 Organization Pledge Form (Corp Gift)
7.2.5 Campaign Envelope
7.3 Saying THANK YOU
7.3.1 United Way Thank You Poster – printable
7.3.2 Thank you events and ideas
7.3.3 Thank you letter template

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