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