Set Dates of Campaign and Choose a Theme
Obtain Campaign Materials
- Determine the amount of materials that will best meet the needs of your workplace giving campaign. Annual reports, posters and brochures are available. Please let us know how many of each will be needed for your employees.
Determine Pledge Card Design and Production
- Plan the contents of employee pledge packet and how it will be assembled. Each employee should get a brochure with the list of affiliated agencies.
- We can custom-design and produce a pledge card (with your company’s logo and campaign theme) that will fit all the needs of your workplace giving campaign.
- Note that IRS law concerning charitable donations has changed. Additional documentation is now needed to claim a charitable tax deduction so be sure that donors retain a copy of their pledge card for their own records.
Confirm Payroll Deductions/Giving Options
- Determine the ways that employees can give through the workplace giving campaign (i.e. payroll deduction, cash, credit card).
- Work with your payroll department to confirm payroll deduction is an option and the timeframe during which deductions will be taken. Typically this is the calendar year January through December.
Create Promotion Plan
- Events raise awareness about the workplace giving campaign and increase participation; a speaker can enhance your campaign event by sharing their personal story or providing an educational presentation.
- Consider using some of Open Your Heart’s volunteers to assist throughout your workplace giving campaign. They can assist with many tasks from collation of materials to staffing events and everything in between.
Report and Track Campaign Results to Open Your Heart
- Open Your Heart will help you with this process so please do not hesitate to contact us with any questions.
