2026 Campaign Toolkit
Everything you need to engage, inspire, and make your workplace campaign a success. Explore tools, templates, and tips to save time, build excitement, and make an impact together!
Get the guidebook
If you are new to running a campaign, or need a refresher, use our guidebook as a reference.
Annual Report
Learn more about United Way’s work and impact by reading our annual report.
Complete report (PDF)
Running a successful campaign
Running a fun and successful campaign is as easy as 1-2-3.
🎯
Plan
Set the stage for a great campaign. The most effective way to motivate yourself and others is by setting a goal and working towards it. By establishing a realistic and achievable goal, you create a foundation for giving, providing your colleagues something to strive for.
🚀
Share and Engage
Bring energy and excitement to your workplace campaign. Use our fact sheets, one-pagers, digital assets, and other materials to maximize your impact and help you achieve your goals.
👏
Wrap-up
Thank your volunteers and participants, and set the stage for next year’s success. Celebrate your achievements, leverage our templated emails and recipient stories to express heartfelt thanks on behalf of the community.
Campaign materials
The key to a successful campaign is demonstrating impact—showing people the difference that their gift will make to people in need.
The resources below will help you share impact and meet your fundraising goals, and in doing so, make a huge positive change in your community that you can be proud of.
Logos
Need to use our logo in your materials? The United Way East Ontario logo is available in colour and black and white. It is available for use, with the permission of United Way East Ontario. Please use the colour variation when possible. To seek approval or have questions about its usage please contact Jessica Nichols at jnichols@unitedwayeo.ca.
United Way East Ontario logo
Brandmark Guidelines
United Way funded agencies and corporate supporters are welcome to use United Way East Ontario’s brandmark in their communication and marketing materials.
Local Issues Fact Sheets
You can use these two-page handouts to quickly draw on facts, stats, and how United Way fuels long-term solutions. Each fact sheet can be downloaded and personalized to include the link to your donation site at the bottom of the page.
Posters
These posters can be printed or shared digitally.
General Staff Campaign Lead Emails
Subject line: 💙 Our United Way campaign starts soon
Suggested timeline: Week before campaign launch
Body copy:
As your campaign lead, I’ll be sharing updates and quick stories about how our collective support transforms real people in our community. Throughout the campaign, I’ll be sharing 5 Reasons to Give. Here’s the first one:
Reason #1: Your gift tackles our region’s toughest challenges.
Right now, more of our neighbours across Ottawa, Prescott-Russell, Lanark County, and Renfrew County are struggling with the rising cost of living, housing instability, and mental health challenges.
That’s where United Way comes in. Every day, United Way works alongside local agencies and partners to help people facing immediate crisis while building long-term solutions for a stronger future.
Did you know
- Thanks to workplace giving campaigns like ours, United Way invested in 100 programs and 76 local initiatives last year, helping 89,662 people across our region. See more in their annual report here.
When you give through [Workplace], 100% of your local impact stays right here in our community. United we can tackle the tough issues.
I invite you to join us as we get ready to launch. Stay tuned for Reason #2!
With Thanks,
[Your Name]
Suggested timeline: Campaign start date
Body copy:
Today is the day!
I’m excited to officially launch [Workplace]‘s United Way East Ontario campaign. Today, you can join your colleagues in making meaningful change right here in our community.
Last week, I shared our first reason to give: helping tackle our community’s toughest challenges. Here is Reason #2:
Reason #2: Everyone deserves a safe place to call home.
Housing instability and homelessness are among the most urgent crises in East Ontario. Your support connects people with emergency shelters, transitional housing, and wrap-around care that prevents homelessness and builds long-term stability.
Here is what your gift can do:
💙 $20 a month or $240 a year provides new shoes, clothing, and other essentials to help a young person secure and maintain employment.
💙 $80 a month or $960 a year covers transportation costs for people attending mental health care sessions, helping them focus on recovery without sacrificing basic needs.
💙 $200 a month or $2,400 a year helps a young person leave transitional housing by furnishing their first apartment.
You can easily spread your contribution through payroll deductions or monthly credit card payments. Making a meaningful impact year-round for just a few dollars a paycheque.
Whether you are new to [Workplace] or have supported United Way for years, your participation helps transform lives.
👉 Donate today: [LINK ACCORDINGLY TO E-PLEDGE OR OTHER]
With Thanks,
[Your Name]
Subject Line: 1 in 3 local students need mental health support 💖
Suggested timeline: Early in the campaign
Body copy:
Our United Way East Ontario campaign is well underway! A big thank you to everyone who has already made a gift, attended an event, or taken the time to learn more about our impact.
Today, I’m sharing Reason #3 to Give: Your support connects people to the help they need, when they need it most.
Did you know:
- 26% of people in Ontario report their mental health as poor or fair.
- 1 in 3 students in Ottawa and rural East Ontario wanted mental health support but didn’t seek it out.
- Ottawa police calls for suspected overdoses increased by 120% between 2022 and 2024.
When life gets overwhelming, timely support changes everything. Your donation powers accessible mental health and addictions services, helping youth and adults regain stability, build resilience, and move forward with hope.
United we can ensure people get the support they need, when they need it.
👉 Join me in giving: [LINK ACCORDINGLY TO E-PLEDGE OR OTHER]
If you have not made your pledge yet, there is still time to stand with your colleagues. Every dollar helps ensure no one in our community faces a mental health crisis alone.
With Thanks,
[Your Name]
Subject Line: 💙 What a campaign it’s been so far!
Suggested timeline: Mid campaign
Body copy:
Thank you to everyone who has supported our United Way East Ontario campaign so far! The enthusiasm across [Workplace] has been incredible, but our work is not done yet.
Today, I’m sharing Reason #4 to Give: Seniors and caregivers deserve connection and support.
No one should feel isolated or forgotten. Yet many seniors face quiet loneliness, while family caregivers often sacrifice their own health to care for their loved ones. United Way powers local social programs that keep seniors active and independent, while supporting caregivers with much-needed respite care.
For local seniors like Marsha and caregivers like David, connection and these programs are a lifeline.
👉 Read their stories here.
There’s still time to join your colleagues and make your gift.
👉 Help today: [LINK ACCORDINGLY TO E-PLEDGE OR OTHER]
If you’ve been meaning to give, now is the perfect time to help us reach our campaign goal.
With Thanks,
[Your Name]
P.S. 💙 We’re almost there! Thank you for all your support for local seniors and caregivers.
Subject Line: ⏰ Last Chance: Today is the final day of our United Way Campaign!
Suggested timeline: Final campaign day
Hi everyone,
Today is the final day of our United Way East Ontario campaign! If you’ve already made your gift, thank you!
Today is your last opportunity to make your gift count.
👉 CLICK HERE TO MAKE YOUR FINAL GIFT: [LINK ACCORDINGLY TO E-PLEDGE OR OTHER]
Throughout the campaign, we’ve shared how your support changes lives:
✅ Reason #1: Tackle our community’s toughest challenges
✅ Reason #2: Creating safe housing and preventing youth homelessness
✅ Reason #3: Connect people to mental health and addictions support
✅ Reason #4: Help seniors and caregivers stay connected and supported
Today, I’d like to leave you with one more reason to give.
Reason #5: Together, we can create lasting change.
When we give together through our workplace campaign, our individual contributions combine into a massive force for good. Last year, campaign gifts helped United Way fund 100 programs and 76 collaborations and initiatives, supporting a total of 89,662 people across Ottawa, Prescott-Russell, Lanark, and Renfrew County. Let’s show our community what is possible when we come together to support our neighbours.
👉 Make your impact: [LINK ACCORDINGLY TO E-PLEDGE OR OTHER]
Every single donation, no matter the size, tells our neighbours that we care.
With Thanks,
[Your Name]
P.S. Let’s finish strong! Make your final gift today and help build a stronger, safer community for everyone across East Ontario. 💙
Subject Line: Thank you for making a difference 😊
Suggested timeline: 1-3 days after campaign finishes
Because of your generosity, thousands of local youth, seniors, and families will have the support they need to thrive this year 🎉
It is truly inspiring to see what happens when our [Workplace] team comes together. Every pledge, donation, and act of support stays right here in our region. Providing shelter, mental health care, senior connections, and youth programs where they are needed most.
🙌 Here is what we accomplished together:
- Total Raised: $[DOLLARS PLEDGED]
- Team Participation: [NUMBER OF DONORS] donors ([XX]% of our workforce!)
Did you know? [COMPANY NAME] has supported United Way East Ontario for [NUMBER OF YEARS / DECADES]. Our collective commitment is a powerful reminder of what we can achieve when we stand up for our neighbours.
Thank you to each and every one of you who helped make this difference a possibility. Whether you donated, attended an event or showed up with an amazing spirit, you helped many in our community feel less alone and more supported.
👉 this video is for you!
Thank you for your hard work, your generosity, and your commitment to building a stronger, safer community for everyone.
With sincere gratitude,
[YOUR NAME]
[Workplace] Campaign Lead
Special Engagement Groups
Subject Line: Inspire our staff in Launching Our United Way Campaign!
Suggested timeline: 1 to 2 weeks before campaign launch
Body Copy:
Dear [Senior Staff Member/C-Suite Executive],
I hope you’re having a great week!
As our [Workplace] United Way campaign approaches, I’ve been thinking a lot about the kind of impact we can make when we lead by example. Your support and visibility mean so much to our team, so I wanted to personally reach out and invite you to help us kick things off.
We all see the challenges facing our neighbours right now, from housing and mental health to keeping local seniors connected. United Way East Ontario is on the ground every day tackling these issues across Ottawa, Prescott-Russell, Lanark, and Renfrew County. Last year alone helping 86,662 local people through 100 programs and 76 collaborations and initiatives.
When our leadership team gets behind this effort, it creates a powerful ripple effect across the whole company. It shows everyone that taking care of our community truly matters to us.
To date our workplace has raised $[DOLLARS PLEDGED] with XX number of employees participating.
All our support goes to helping address all the following local issues: Homelessness, Mental health, Isolated Seniors, Vulnerable Children and Youth, Poverty and Basic Needs.
I’ll be sending out updates and emails throughout the campaign, but your personal voice is what really gets people excited. When you talk about the campaign with your teams, it motivates people to jump in and get involved. Having your help to amplify our message and encourage others along the way would be a huge support in making this year a success!
A couple of simple ways you can help us build momentum:
👉 Join us for the launch: We are hosting our kickoff during [PLANNED ACTIVITY] on [DATE] at [TIME]. Having you there to share a quick, warm word about why community support matters to you would mean the world to our team.
👉 Consider an early gift: If you’re planning to participate this year, making an early pledge as a Leadership Donor sets an incredibly inspiring benchmark for the rest of our workforce.
👉 [PLEDGE OR BECOME A LEADERSHIP DONOR HERE]
Thank you so much for your time, your leadership, and everything you do for [Workplace] and our community. I’d love to know if you can make it to the kickoff and help motivate our team!
Warmly,
[YOUR NAME]
Subject Line: Join us in your first United Way Campaign that gives back!
Suggested timeline: 1 to 2 weeks before campaign launch
Body Copy:
Hi [FIRST NAME],
Welcome to your first United Way giving campaign! You have joined a workplace that cares deeply about our community, and as our United Way campaign lead, I want to invite you to be part of our upcoming campaign.
Nurturing a culture of giving back is a core part of who we are at [Workplace]. By supporting United Way East Ontario over the years, our workplace has helped improve the lives of hundreds of thousands of individuals and families across our region.
Homelessness, Mental health, Isolated Seniors, Vulnerable Children and Youth, Poverty and Basic Needs. By supporting our workplace campaign, you help local people get the support they need for a better tomorrow.
Why United Way East Ontario? United Way East Ontario tackles the tough problems. Across Prescott-Russell, Ottawa, Lanark County, and Renfrew County, they work with a network of passionate donors and partners to get to the root of local issues and create long-term solutions.
Whatever your contribution, your gift stays 100% local, ensuring vulnerable people across our region get help when they need it most.
How to get involved:
- Explore the details: Check out the attached [New Hire One-Pager] or visit the United Way East Ontario [website](https://www.unitedwayeo.ca/) to see how we tackle these issues together.
- Join our launch: Come to our campaign launch on [DATE] at [LOCATION / TIME] to learn about our upcoming events and activities.
Every single person on our team brings something special to this campaign, and we’re thrilled to have you with us for your first one. Let’s show our community what [Workplace] can do when we come together.
Looking forward to seeing you at the launch!
Sincerely,
[YOUR NAME]
[Workplace] Campaign Lead
Subject Line: 💙 Empower local women. Transform our community.
Suggested timeline: 1 to 2 weeks before campaign launch (or mid-campaign)
Body Copy:
Hi [FIRST NAME],
As part of our [Workplace] United Way campaign, I wanted to share a unique opportunity to make a targeted, meaningful impact right here in our community through Women United.
Women United is United Way East Ontario’s donor affinity group. It’s a powerful network of local leaders, changemakers, and advocates dedicated to lifting up women, girls, and gender-diverse individuals across Ottawa, Prescott-Russell, Lanark, and Renfrew County.
Whether it’s helping women overcome poverty, providing safe spaces and resources to break cycles of violence, or funding mentorship and education so young girls can thrive, Women United is focused on driving long-term, systemic change.
Why get involved with Women United?
- Targeted Local Impact: Your support directly funds local programs that empower women and girls facing crisis, poverty, or isolation.
- Community & Leadership: Connect with a network of passionate colleagues and local leaders who are committed to gender equity and advocacy.
- Seamless Giving: You can easily direct your workplace pledge or payroll deduction directly to Women United.
How to get involved:
👉 Learn more: Check out the attached [Women United One-Pager] or visit the Women United website to see how members are making a difference.
👉 Direct your gift: When you make your pledge through our workplace campaign, simply select the option to designate your support to Women United.
👉 [DONATE / DESIGNATE YOUR GIFT HERE: WORKPLACE E-PLEDGE LINK]
Together, we can break down barriers and build a safer, more equitable community where every woman and girl has the opportunity to thrive.
With thanks,
[YOUR NAME]
[Workplace] Campaign Lead
P.S. Every gift, whether big or small, helps provide essential supports, mentorship, and emergency resources for local women and girls when they need it most. 💙
Subject Line: Continuing your legacy of care with United Way’s Tomorrow Fund
Suggested timeline: 1 to 2 weeks before campaign launch, mid-campaign, or as part of retirement transition communications
Body Copy:
Hi [FIRST NAME],
As you prepare for your upcoming retirement, I wanted to take a moment to personally thank you for everything you have contributed to [Workplace], and to our local community.
Throughout your career, your support of our United Way East Ontario workplace campaigns has helped tackle our region’s most pressing challenges. Because of your generosity, local families, isolated seniors, youth, and neighbours in crisis across Ottawa, Prescott-Russell, Lanark, and Renfrew County have received vital support when they needed it most.
As you look ahead to this next chapter, you can continue to support the people and causes you care about long into the future through Planned Giving and United Way’s Tomorrow Fund™.
What is planned giving?
Planned giving lets you make a meaningful contribution aligned with your personal, financial, and family goals. Most often, this means leaving a gift in your will, but it can also include donations made through your estate, life insurance, registered securities, or retirement funds.
Why consider a legacy gift as you transition to retirement?
- Zero impact on your finances today: A gift in your will costs nothing during your lifetime, ensuring your financial comfort today while creating a powerful impact tomorrow.
- Support your family AND your community: You have more power to make an impact than you realize. Leaving just a small portion of your estate—such as 5%—allows you to make a transformative gift to your community while keeping 95% of your estate intact for your loved ones. (For example, a 5% gift from an $800,000 estate provides $40,000 directly to changing local lives).
- Address root causes long-term: Gifts to the Tomorrow Fund™ ensure that United Way can continue tackling the root causes of systemic local issues for future generations.
- Stay connected as a retiree donor: Like many long-time supporters, you can maintain your connection to our workplace’s culture of giving throughout your retirement years.
👉 Explore your legacy options: Check out the attached [Retiree & Planned Giving Guide] or Learn more about the United Way East Ontario Tomorrow Fund™ to see how simple it is to leave a gift in your will.
Thank you once again for your dedication, your leadership, and your steadfast commitment to our community. Your legacy will continue to shape our region for generations to come!
With deep gratitude,
[YOUR NAME]
[Workplace] Campaign Lead
P.S. Leaving a planned gift is a powerful way to carry your personal values forward.
Pledge Forms
This pledge form can be printed and filled out using a pen.
- English pledge form (PDF)
- French pledge form (PDF)
Lottery License
Many Campaign Leads choose to implement charitable gaming activities as part of their overall campaign. These fun add-ons can create excitement during your campaign.
To implement these gaming activities, you may need to seek approval from Ontario’s AGCO. This process is not difficult, but it does require some preparation in advance. Your United Way team member is here to support you through this process. Get in touch through: workplace@unitedwayeo.ca
Below we have provided some tips on how to know when you need a license and the steps to take to secure one.
The first question to answer is whether you need to apply for a license from the AGCO. In general, organizations must secure a charitable gaming license for:
- Raffles: If you are giving cash prizes through a 50/50 raffle, or selling tickets for people to win prizes, you need to apply.
- Bingo: If you are running a traditional bingo game, where people can buy cards and win prizes based on playing the game, you need to apply.
- Gambling events/tournaments: If you are hosting a traditional black-jack tournament, an organizational poker league, or other casino-style event, you should apply. Note: The AGCO may not approve certain forms of gambling activities. As a result, you may wish to develop a “plan B” in case your activity is not approved.
You do not have to apply for a charitable gaming license for these activities:
- Events with door prizes: You don’t need a license if you are hosting an event and offering a door prize to a randomly selected attendee.
- Publicity contests: You can run a publicity contest to generate interest in your event or activity. These initiatives do not require a charitable license if there is no paid requirement to participate and all participants have an equal chance to win the contest. You may need to register your publicity contest with the Regie des jeux if it is implemented in Quebec.
- To be sure about whether you need a license, you can contact the AGCO directly through their website or reach your United Way team member. If you do not know who your United Way team member is, please reach out to us at workplace@unitedwayeo.ca
If you have selected an activity that requires a license, simply complete the following steps. You should begin this process as soon as possible. Note that your application may take 4-6 weeks for final approval.
- Email your United Way team member, indicating that you wish to apply, by emailing workplace@unitedwayeo.ca.
- Email the City of Ottawa By-Law Service Assistant at lottery_loterie@ottawa.ca. Provide your event details. (See below for a sample message with the info this email should include).
- Download and fill in the form from the AGCO. There is a separate form for bingo events, and another for raffle/lottery events.
- Please sign the form. Two members of your organization will need to provide their signatures.
- If you need help with the calculation, you can contact the Gaming Registration Officer at 1-800-522-2876.
- The City of Ottawa will send you written permission. United Way will send you our letter of agreement.
- With these documents in hand (City of Ottawa’s letter, United Way’s letter, and your AGCO forms) you are ready to submit online!
- Create an online account with the iAGCO
- Attach and submit your application following the iAGCO prompts.
- Pay the license fees. License fees are generally 3% of the prizes that you expect to award, and can be paid online by Visa, MasterCard, Interac Online, Visa Debit, or MasterCard Debit. More information is available on the AGCO website.
- The AGCO will process your application and send you your approval. With this, you can proceed!
- 30 days after your event, you must submit a report. Here is the pdf report for bingo events, and here is the report for raffles.
Though it can seem daunting at first, the process above is simpler than it looks.
Please know that your United Way contact is here to help you at any stage of your application. Please reach us anytime if you have questions or concerns. As mentioned above, you can email us at workplace@unitedwayeo.ca to get help or ask questions.
Here is a sample email you can send Amberine Graham at the City of Ottawa to get the process started (see the checklist above):
Hello Amberine,
I work at (Organization) and am reaching you today as we wish to run a contest as part of our United Way campaign activities this year.
Our event is being hosted at our office location at (street address) between the dates of (start date) and (end date). Our event will be a (raffle/lottery/bingo/other) and we will invite our employees to participate. Tickets will be sold (in person or on-line) in advance as soon as we have received approval to proceed from the City as well as the AGCO.
Can you please let me know if you need more information or have any questions? Thank you.
Sincerely,
(Name)
More assets and resources
Videos
Need an inspiring story told in video form by the people who benefit from your support? All of our videos live on our YouTube channel.
To help you with your search for the perfect story, we have them organized in a few playlists:
United Way Minutes (all of our short, 60-second videos)
All That Kids Can Be
From Poverty to Possibility
Healthy People, Strong Communities
Unable to access YouTube from your workplace? You can find a variety of options ready for download here.
If there is a particular issue or focus area you are interested in that you haven’t found in this resource, please get in touch with your United Way contact and we’ll be happy to send over a file that meets your needs.
Digital Assets
Here are some digital tools to enhance your campaign!
Intranet Images:
English only
French only
Campaign Goal Graphics:
We’ve reached 25%!
We’ve reached 50%!
We’ve reached 75%!
We’ve reached 90%!
We’ve reached 100%!
Certificate of Appreciation
Certificate of appreciation (PDF) for volunteers, committee members, campaign ambassadors or those hosting events!
Engagement Activities
Whether you and your colleagues are working from home, back at the office, or working hybrid; we can combine and customize the offerings below to engage your staff and grow their understanding of local issues in our community!
Engage your team and learn more about your community by participating in one of the interactive and educational engagement activities listed below.
Hosting a virtual or in-person speaker is a great option to help colleagues learn more about United Way. These speaking opportunities are easy to book and can take place at any time with groups of any size.
A United Way speaker will take you through the story of a community expert or a person who has received support. This could be someone who was able to access mental health services when they needed it, built a more stable life after experiencing homelessness, or found a job that matched their skills thanks to United Way and its partners.
You can choose how you want to share these stories with your team:
Either in person or virtually.
Speakers can be selected for specific topics, social issues, and/or their personal stories.
You can incorporate our United Way trivia or polling exercise.
You can set the tone. Simply let us know if you would like a speaker that is light-hearted and fun, or someone with a heartfelt story of personal change.
Regardless of the speaker or topic you choose, everyone will leave this experience with a greater appreciation of how they’ve helped their community. The time needed for a speaker is generally about 10-20 minutes and we require 3 weeks to line up and book an in person speaker.
To learn more or ask questions about this, you can contact your United Way team member at workplace@unitedwayeo.ca
Dive into local stories! Learn about community issues by watching a short virtual tour with one of our partner agencies. See how United Way East Ontario supports local issues and how your donation makes an impact in the communities we serve.
Time needed: 15-20 minutes
Format: Virtual
How to Participate: Watch United Way East Ontario’s Virtual Tours or contact your United Way representative or email Workplace@unitedwayeo.ca
When to book: anytime!
During this interactive session, your United Way team member will guide you through a series of trivia questions. As you explore various community challenges, service gaps, and United Way East Ontario’s solutions, you’ll gain insights into how we work to overcome obstacles in our community. For a more comprehensive experience, we recommend pairing this activity with a virtual tour and/or guest speaker presentation
Time needed: 20-30 minutes
Format: Virtual or in-person
How to Participate: Contact your United Way representative or email Workplace@unitedwayeo.ca
When to book: 2-3 weeks ahead of desired date
Collect essential items for women dealing with gender-based violence, youth facing homelessness or students in need of tools to help them succeed in school. Care Kits can be completed individually (at home) or with your colleagues (at work). You may choose to gather items through a collection drive or simply buy the products yourself.
Time needed: 30-60 minutes (depending on the number of kits)
Format: In-person
How to Participate: Contact your United Way representative or email Workplace@unitedwayeo.ca
When to book: 2-3 weeks ahead of desired date
The Making Choices Activity is a valuable tool designed to help participants understand the daily challenges faced by millions of low-income individuals. This engaging experience encourages people to reflect on the harsh realities of poverty and discuss how communities can tackle these issues. Most importantly, it inspires participants to take action and create positive change.
Time needed: 30 minutes
Format: In-person or virtually
How to Participate: Contact your United Way representative or email Workplace@unitedwayeo.ca
When to book: 2-3 weeks ahead of desired date
A Community Walking Tour offers a unique chance to see United Way East Ontario’s donor-supported network in action as it addresses the needs of local neighborhoods. Join us for a guided tour through the area, where you’ll learn about the organizations working on the front lines and discover how your support for United Way East Ontario is making a difference in people’s lives.
Time needed: 60 minutes
Format: In-person
How to Participate: Contact your United Way representative or email Workplace@unitedwayeo.ca
When to book: 2-3 weeks ahead of desired date
Want more information on creating your own event? Email us at workplace@unitedwayeo.ca and we will be happy to help!
Wrap-up and say thank you
Now that you’ve come to the end of your campaign, you should celebrate your achievement, thank your supporters, and set yourself up for success next year.
Follow these steps to ensure the perfect wrap-up:
All money received through your workplace campaign should be collected, counted, and remitted on a regular basis and in adherence with United Way’s policies regarding financial best practices.
Should you have any questions, don’t hesitate to get in touch with your United Way team member or email us.
Send payroll pledges to your HR Team or Benefits Administrator. If you used a United Way website or United Way pledge forms during your campaign, you would need to let your payroll administrators know who made gifts by payroll deduction. Your United Way team member can help you find and prepare this list. This is personal data, so remember to keep this information confidential when sending it to your designated payroll colleagues internally.
Coordinate the collection of paper and PDF pledge forms for United Way. Ensure all physical and digital forms are submitted to United Way to guarantee that donations are allocated according to donors’ wishes. Your United Way team member will arrange to have someone come by your office to pick up these forms at a convenient time and date that is convenient for you. Please avoid sending these via email, as it is not completely secure.
Later in the year, your United Way team member will share impact information with you that shows the number of people who received support thanks to you and your colleagues. Pass this along to your organization, so everyone can be proud of making a difference.
Write thank you notes. You or your United Way team member can help arrange thank you notes for everyone that gave. Sending a personal note of thanks is a great touch and will make donors more likely to give again in the future.
Key contacts
We know there are a lot of moving pieces when it comes to creating a successful campaign. Throughout these modules, we have referenced some key areas that we can help you and your team with.
Please use this as a quick reference guide to getting to the right person with the answers you need!
- Event or engagement opportunities: Please email us at workplace@unitedwayeo.ca or call 613-228-6767
- General workplace inquiries: workplace@unitedwayeo.ca or 613-228-6767.
- Leadership, Major Giving and Gifts of Securities and Stocks: giving@unitedwayeo.ca or 613-228-6767
- Legacy Giving: Jessica Deut, Senior Manager, Donor Relations at jdeut@unitedwayeo.ca or 613-371-9591
- Women United: Taylor Shand, Manager, Infinity Giving at tshand@unitedwayeo.ca or 613-228-6700
