Campaign Calendar & Checklist >>

We’ve run (just a few) campaigns and know what it takes to make it successful! Visualize what a typical two-week campaign looks like and use it to inform your strategy.


Campaign Calendar

Leadership Kickoff

Hold a virtual Leadership kickoff before the virtual campaign kickoff to provide ‘VIP’ treatment, build momentum, and obtain senior leadership endorsement

Early Bird

Use early bird incentives to inspire and motivate employees to focus their giving on the pledge drive


Have an Ambassador team and encourage one-on-one, peer-to-peer canvassing where employees can ask questions and learn more about United Way and your campaign

Wrap-Up Event

Hold a (virtual or in-person!) wrap-up event to announce your organization’s achievement, recognize key supporters and thank volunteers


Hold a free online event that outlines why you partner with United Way, upcoming raffles and virtual games, how staff can participate, and your goals. Provide information about United Way as well as share pledge cards/giving link. Show the United Way campaign video or the spokespersons video to show how United Way helps in the community


Segment employee groups to send targeted messages to build brand awareness and encourage giving. Obtain senior endorsement to send key communications, and consolidate key messages and campaign activities

Mid-Campaign Review

Invite campaign committee and United Way staff partner to review progress against financial and participation goals, and strategize how to build enthusiasm and motivation for remainder of campaign

Remit Envelopes

Remit envelopes to United Way on a regular basis to ensure dollars raised are up-to-date. Use updated campaign progress to inform strategies to ensure goals are met

Leadership Canvass

Identify potential donor segments and provide targeted messaging to motivate those individuals, encourage peer-to-peer canvassing, and outline benefits of Leadership Giving


Hold special events during the latter half of your campaign to ensure staff have time to make a pledge without experiencing ‘donor fatigue.’ Focus virtual events on fun, awareness, and engagement


Thank donors, participants, senior leadership, executives, suppliers, vendors, incentives donors, and volunteers for supporting your campaign


Campaign Checklist


Build your team. It takes more than one person to run a successful campaign!
Bonus: With companywide representation, people will be more excited and inclined to participate.


Set a strategy with your Campaign Representative (CR). (Don’t forget to incorporate an Advanced Leadership Giving campaign and strategy!) Don’t know who your CR is? Email


Complete United Way’s Employee Campaign Coordinator (ECC) training.
Stay tuned for upcoming webinars and online learning!


Keep an eye on your inbox for the ECC Insider to get campaign tips and info from the pros. The newsletter will keep you up-to-date with ways to make your virtual campaign a success, engage your employees, and so much more!
Not getting the emails? Reach out to


Set a campaign goal – whether it’s dollars or percent of participation – and confirm that goal with top-level management.
Did you know? A goal provides a rallying point for your whole company and allows employees to work together to reach an achievable result – even if you’re not in the office together.


Plan virtual events and schedule communications to employees.


There are several online giving options available for your company’s campaign. Talk to your Campaign Representative to find out more about the options that will fit your campaign and help make it a success.

Action Items

Download the templated campaign calendar to plan your communications and events