Leading A Campaign?

The needs of our community don’t present themselves neatly on a calendar. A personal or family crisis can (and does) happen 365 days a year in any neighborhood. But we’ve found the most effective way to raise financial support – through concentrated, purposeful annual campaigns. With the help of local businesses and their employees, so many lives throughout the coming year will be impacted based on what we do together over a relatively short few weeks. Let’s start by getting you comfortable and conversant with how to lead a successful campaign. It’s time to Speak United!

Everything you need to run a successful campaign

Whether you are leading your first workplace campaign, or you are a veteran United Way champion, the tabs below contain the latest tools, tips and resources to help run your campaign. We have organized the tools for every stage of your campaign in these easy to use tabs. Just click on the appropriate tab and you will find downloadable files including print materials, videos and more. Each link includes a short description of the resources. And don’t forget, your Corporate Relations Manager is also a great resource you can tap into if you have questions at any time.

STEP 1
PLANNING YOUR CAMPAIGN

Planning your campaign

creating a roadmap for success

Veteran EECs all agree: The key to a smooth, successful workplace campaign is planning. One of the first things you’ll want to do is select the right campaign team. Choose people who enjoy engaging with others and who you can count on to share the responsibilities. United Way has developed effective tools and resources to run your campaign and generate enthusiasm:

EEC Handbook
An instructive guide to running a successful campaign, now updated to address the realities of a virtual workplace campaigning.
EEC Facebook Group
Sign up to be part of the Facebook group for EEC’s. Share stories, get tips and engage with EEC’s from other companies and exchange fundraising ideas.
Campaign PowerPoint
Tell the United Way story with this concise overview of the needs in our community and United Way’s role in addressing them. Easy to customize with your company’s goals.
Leadership Groups Overview
Learn more about United Way‘s unique and rewarding opportunities for leadership giving that can connect donors with other professionals in our area.
Next Gen Fact Sheet
Learn more about our Next Gen Ambassadors and engage your associates in the power of positive impact.
WLC Fact Sheet
Learn about the benefits of membership in United Way’s Women’s Leadership Council
Bridges Society Fact Sheet
Learn about the benefits of United Way’s Bridges Society for emerging leaders 45 and younger.
Tocqueville Society Overview Brochure
Tocqueville Society is for philanthropic donors who set the standard in giving with an annual donation of $10,000 or more.
Special Events Catalog
Add a little fun into your campaign with tried and true special event ideas you can use to get employees engaged during your campaign

Next Step

Step 2
GEARING UP

GEARING UP FOR THE CAMPAIGN

Building excitement to drive success

It’s almost time to kick off your campaign. Below are tools you can use to help build excitement and inspire people to begin thinking about how they want to get involved in improving the community. We recommend utilizing these one week prior to your kick-off date.

Kick Off E-mail template
Email content to get your employees excited about your campaign. Use them as is or customize them with your own key messages.
Corporate CEO Email Message
Use this email content or edit it as you like and send it to your employees on behalf of your CEO to get them excited about your campaign.
Social media toolkit
Use our guidelines, hashtags and proposed content. Engage your employees and highlight your company’s commitment to the community via social media.
Campaign Posters
Download posters to hang in your common areas to remind employees that the campaign is starting soon. Or send them via email to engage your colleagues.
Campaign Overview Brochure
Share a high-level overview of the benefits of supporting United Way to change lives in our community.
Volunteer Portfolio
Offer your employees hands-on opportunities to help people in need. United Way offers a portfolio of volunteer opportunities to keep your employees engaged all year long.
Pledge Forms and Agency Code Books
Print or email one of the below pledge forms for your county and distribute to your company. If you would like to donate to a specific agency please view and use the agency codebooks for your county below. If you don’t see the pledge form or code book you are looking for please contact your Corporate Relations Manager.
- PLEDGE FORMS
- Print Pledge Form (.pdf)
- Auto-Fillable Pledge Form (.pdf)

- CODE BOOKS
- Agency Code Book: Regional by city/state (.pdf)
- Agency Code Book: Regional alphabetical (.pdf)

pREV STEP Next Step

Step 3
CAMPAIGN KICK OFF

CAMPAIGN KICK OFF

Get off to a strong start.

The time has come to kick off your campaign. To achieve the greatest success, we have assembled a variety of materials that will inspire, educate and give your employees the tools they need to seamlessly pledge their donation.

ChangeMakers Unite Video
Rally your employees and set the tone with a kick off video explaining the great importance United Way plays in today’s challenging times.

Video Message from United Way’s CEO
A short, personal video message to your employees from United Way’s CEO Bobbi Watt Geer.

Agency Partner Videos
Show employees how their donations impact people served by our agency partners. We suggest selecting a partner agency that can generate the most interest and relevance for your company.
- Young Black Motivated Kings and Queens
- Macedonia Family and Community Enrichment Center Inc.

pREV STEP Next Step

Step 4
MAINTAIN MOMENTUM

MAINTAIN MOMENTUM

Opportunities to build enthusiasm and engage your team.

Let’s bring your campaign home and ensure 100% participation. This is the right time to approach leaders (and emerging leaders) with the possibility of joining an Affinity Group such as Bridges Society, Women’s Leadership Council or the prestigious Tocqueville Society. Here are some resources that can keep the momentum going and maximize the campaign’s impact.

Reminder email templates
Email content to keep employees and company leadership engaged
Fundraising and Impact Results Poster
This informative overview of our efforts provides a simple-to-understand but impactful summary of how your donations work hard in our community.
United Way Life
Information on how making United Way your life insurance beneficiary, creating impact for decades.
United Way Donor Groups
Learn about special donor groups that allow you to get more deeply engaged in your community.
- WLC Co-Chairs Video
  
  Download (.mp4)
  
  Download (.wmv)

pREV STEP Next Step

Step 5
CAMPAIGN WRAP-UP

Step 6
LOOKING FOR MORE?

LOOKING FOR SOMETHING ELSE?

We have a host of other marketing and educational materials for your use. And, you can take a simple 9 question assessment that might help us narrow down the best resources from our extensive materials library. Simply click the links below for the assessment or a list of additional materials.

EEC Assessment Tool
Answer 10 questions and we will provide you with tools to help customize your campaign.

Speak United Library
You are one click away from accessing our library of additional marketing materials.

Campaign Thermometer
Keep track of your progress towards your fundraising goal with our downloadable campaign thermometer.

Volunteer With United Way
A short video showcasing the many benefits of volunteering through United Way.

United Way Retiree Program Overview
Learn about the benefits of United Way’s Retiree Program with this short overview.

WLC Fact Sheet
This quick glance will provide you with all the key things you need to know about the benefits of membership in United Way’s Women’s Leadership Council.

WhatADollarBuys Leadership Level
WhatADollarBuys
Learn about how your donation translates into tangible outcomes for people in need

Where Does My United Way Donation Go?
When you contribute to United Way’s Impact Fund, you can be assured you’ve made a smart investment for your community.

Impact Funded Agencies
These agencies have been identified – through a competitive process, careful vetting, and site visits – as best able to help the greatest number of people.

Investment Priority Framework
United Way of Southwestern Pennsylvania is committed to creating long-lasting change for the betterment of our community through strategic investments in programs, services and initiatives.

Prev STEP

Campaign materials were made possible by a generous grant from the Eden Hall Foundation

United Way is looking for 2-1-1 Resource Navigators!

United Way is looking for 2-1-1 Resource Navigators!

Leading A Campaign?

Everything you need to run a successful campaign

Planning your campaign

creating a roadmap for success

GEARING UP FOR THE CAMPAIGN

Building excitement to drive success

CAMPAIGN KICK OFF

Get off to a strong start.

Agency Partner Videos
Show employees how their donations impact people served by our agency partners. We suggest selecting a partner agency that can generate the most interest and relevance for your company.

MAINTAIN MOMENTUM

Opportunities to build enthusiasm and engage your team.

United Way Donor Groups
Learn about special donor groups that allow you to get more deeply engaged in your community.

CAMPAIGN WRAP-UP

Thank you for thanking your team.

LOOKING FOR SOMETHING ELSE?