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[email protected] 713-219-5466 @houdatlisa Employee Giving Campaigns: Best Practices Lisa M. Chmiola, CFRE 1. Set a Goal a. Many campaigns focus on percent participation b. What are you trying to accomplish? c. Leading by example 2. Recruit Leadership a. Secure your executive’s buy-in b. Peer solicitors c. Integration in overall fundraising 3. Hold a Kickoff Event a. Make it fun! b. Feed them! c. Share goals, process, deadlines 4. Share How to Give a. One-time gifts vs. payroll deduction b. Designation within your organization c. Who are the contacts? Where are the forms? d. Remember matching gifts! (Spouse/partner) 5. Close Strong a. Set a deadline b. Create a follow-up plan with leaders c. Personal asks to those who do not self-identify d. Celebrate!

Employee giving campaigns

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Outline from Affinity Table discussion at AFP Houston Ask the Experts 2014 on employee giving campaigns.

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Page 1: Employee giving campaigns

[email protected] 713-219-5466 @houdatlisa

Employee Giving Campaigns: Best Practices

Lisa M. Chmiola, CFRE

1. Set a Goal

a. Many campaigns focus on percent participation

b. What are you trying to accomplish?

c. Leading by example

2. Recruit Leadership

a. Secure your executive’s buy-in

b. Peer solicitors

c. Integration in overall fundraising

3. Hold a Kickoff Event

a. Make it fun!

b. Feed them!

c. Share goals, process, deadlines

4. Share How to Give

a. One-time gifts vs. payroll deduction

b. Designation within your organization

c. Who are the contacts? Where are the forms?

d. Remember matching gifts! (Spouse/partner)

5. Close Strong

a. Set a deadline

b. Create a follow-up plan with leaders

c. Personal asks to those who do not self-identify

d. Celebrate!