workplace Campaign Toolkit

Thank You!

You are essential to the success of our annual community campaign. Whether you are new to United Way of the Ozarks or you have been involved for years, you play an important role as a catalyst for positive change. You help us champion children and provide pathways out of poverty.

On behalf of all of the people served in our community, we thank you for coordinating your 2024 workplace giving campaign.

2024 Workplace Campaign - Steps to Success

Step 1: Plan Your Campaign

Submit your Campaign Participation Form
- Review the Workplace Campaign Guidebook.
- Browse the Resource Library (below).
- Meet with your United Way account manager.
- Recruit a co-employee campaign manager or planning committee (optional).
- Meet with your leadership team to get campaign endorsements.
  - Sending a note from your organization’s leadership to all employees endorsing and announcing the campaign dates is a great way to boost your campaign!
- Build a communication plan to promote your campaign.
  - Creating a calendar of campaign events is a great way to keep your team informed. Share your goal and information on how your teammates can participate.
- Schedule a United Way speaker to give a presentation to your employees. Our #1 Key to a Successful Campaign!

Step 2: Execute Your Campaign

- Host a campaign kickoff event.
  - This is a great opportunity to have United Way give a presentation to your team. Share why your organization hosts a workplace campaign to support your community through United Way of the Ozarks. You can even engage retirees.
- Make sure every employee has the opportunity to give. Provide employees with a paper pledge form or the link to your online pledge form.
  - A rollover campaign is a great way to continue engagement. Be sure to communicate with your team if your workplace runs a rollover campaign - a great way to boost participation is to incentivize new donors or increased giving.
- Communicate with employees throughout the campaign!
  - Provide updates on the campaign progress and celebrate milestones.
- Find creative ways to recognize your leadership donors ($500+). Your United Way account manager can provide you with this list.
- Host special event fundraisers.
  - Lunch and learns, chili cookoffs and cornhole tournaments are some fun ways to promote your campaign while raising money!
- Promote your campaign on social media. Be sure to tag @uwozarks.
- Stay in touch with your United Way account manager. Our job is to help you succeed!

Step 3: Finalize Your Campaign

Collect paper pledge forms, cash/check donations and special event monies. Submit final report envelopes/spreadsheets to your United Way account manager and your payroll team promptly.
- Please remit check or cash donations to United Way of the Ozarks within one week of the campaign close.
- All pledges and monetary donations must be turned into United Way by March 31, 2025.
Announce your campaign results to your coworkers.
Thank all donors with a celebration event and/or a letter from your organization’s leadership.