Workplace Campaign Toolkit
Everything you need to run a great campaign
Workplace giving is the heart of United Way. A few dollars a paycheck, multiplied across your team, turns into real help for your neighbors in Berrien, Cass and Van Buren counties.
New to this? Start here.
Three things to look at before you do anything else. Twenty minutes total, and you will know exactly what you are doing.
The Campaign Handbook
The whole playbook in one flipbook. Skim it, then keep it open in a tab.
Step TwoWatch the training video
A walkthrough of how a campaign runs, start to finish, from the people who do it every year.
Step ThreeRead the FAQ
The questions your coworkers will ask you, answered before they ask.
Why workplace giving works
Payroll deduction spreads a gift across the whole year, so a donation that would feel steep all at once feels easy at five or ten dollars a pay period. People give more, and it never strains the budget. For you, it is one of the simplest programs you will ever administer.
Before
- Set a goal and a timeline
- Line up leadership support
- Pick your campaign type
- Schedule a United Way speaker
During
- Kick off and tell the story
- Send the emails, hang the posters
- Run an event or two
- Track progress out loud
After
- Turn in pledges and paperwork
- Announce the final number
- Thank everyone, twice
- Note what to change next year
2026 Incentives
There is something in it for your team
Donors are eligible for this year's incentives. Put it in your kickoff email and hang it in the break room. It gives people a nudge right at the moment they are deciding.
See all the details
Choose your campaign type
Four ways to run it. Pick the one that matches how your workplace actually operates, and we will show you only the forms you need.
ePledge campaign
Best if: everyone on your team has a work email and a computer or phone handy. Employees pledge online, and you are not chasing paper.
Fillable PDF pledge campaign
Best if: your team works on email but you are not set up on ePledge. Employees type into the form, save it and send it back.
Rollover campaign
Best if: you have a steady group of returning donors. Last year's gifts carry forward unless someone changes or cancels, which makes this the lightest lift of the four.
Traditional campaign
Best if: your team is on a plant floor, in the field, or anywhere a paper form beats a laptop. Print, hand out, collect, done.
Not sure which one fits? Ask us and we will tell you in about two minutes.
Show your team where the money goes
Nothing moves a campaign like a real story. Pull any of these into an email, a break room poster, or a five minute kickoff.
What a gift actually buys, by amount. This one is worth pasting straight into your pledge email.
Impact snapshots
Short, local stories about what a gift actually did for a neighbor.
The big picture
Our annual report and the one sheet that sums up a year of work in this community.
Posters and media
Print the posters, grab a video, borrow a photo. All of it is yours to use.
Watch
See it for yourself
The training walkthrough and two stories from partners your campaign dollars reach. Click any one below to load it into the player.
Ready when you are
Whether you have run twenty campaigns or you just got handed this job yesterday, you get a real person who will walk through it with you.
Zack East
Sr. Director of Organizational Sustainability