Campaign Planning
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United Way of Greater Milwaukee & Waukesha County

Campaign Planning

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Welcome to your guide to running a seamless United Way campaign! As a Campaign Ambassador, your commitment to hosting a workplace campaign makes our community stronger. Whether your campaign is virtual or in person, these tips and resources will help you from start to finish.

Not your first campaign?

These links will help you navigate a familiar campaign in a new virtual environment.

Virtual Tips Fundraising Activities



Dollars is the most common donation from an individual



Workplaces run annual United Way campaigns in our four-county region



Percent of the funds stay local to Milwaukee, Waukesha, Ozaukee & Washington County, excluding designations

Running a Campaign: Step-by-Step

Expand the steps of the campaign to access materials, checklists, and resources to guide you through your campaign.

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Before the Campaign

1. Start with the Campaign Checklist 

2. Attend an ambassador training. Register Now 

3. Assemble a campaign team. Assemble a campaign team to help engage different departments and expand your reach within your organization.

4. Engage leadership. Recruit leaders at your organization to participate in the campaign by being part of campaign videos, emails and/or encouraging their employees to donate to United Way.

5. Set a campaign goal. Set a campaign goal that your campaign team and employees can rally behind. Determine your goals based on the previous year’s performance, opportunities, and challenges.

6. Plan activities & prizes. View our list of Fundraising Activities below to get started. Don't limit yourself to those - get creative! Consider also offering prizes (like a day off with pay, flee at 3 coupon, gift cards, or virtual classes) for participating in campaign activities and/or donating.

During the Campaign

1. Host a kickoff! Host a company meeting (virtually or in person), announce your goals, and share the “why” of United Way with your colleagues. Welcome a United Way speaker to join your kickoff or play a United Way video to inspire colleagues. View our Virtual Campaign Tips

2. Communicate daily updates. Connect with the United Way mission by sharing stories, videos, examples of what dollars can do, what nonprofits we fund, and who we help. Send an email every day of your campaign and consider using our templates for running a 10 Day and 5 Day email campaign along with some Daily Facts to spice up your email communications. Check out more resources at the bottom of the page!

3. Make the ask. People give to people. Remind your time about the power of even a small gift by using our Impact Calculator. When engaging your CEO in your communication strategy, consider sharing this CEO email template.You can also promote United Way’s Leadership Society and Donor NetworksLearn More about Leadership Society 

4. Promote incentives for giving. People love perks! Promote any corporate match, corporate gifts, or other incentives to increase contributions. United Way also has a Give & Win Sweepstakes and matching dollars to encourage your colleagues to give. 

5. Share on social media. Post the video to your company intranet and encourage leadership to record update videos to share how your campaign is going and if you’ve reached campaign goals. Share ways coworkers can post about the campaign on their social media pages, too. View some Social Tips and Social Media Toolkit

After the Campaign

1. Complete pledges. Collect any paper pledge forms and remind your colleagues to get their pledges in electronically if they haven’t yet! Follow up on corporate contributions or employee matches before calculating the results.

2. Announce your results. Shout from the rooftops! Announce your outstanding results to all employees. Share your success on your social media channels and in other employee communications. 

3. Thank donors. Send personalized thank you cards or gifts to donors – even better if leadership recognizes donors. Highlight donors of a certain level on a team call or monthly e-newsletter. If possible, host an event for leadership donors ($1,200+).