Whether you are an Agency Coordinator, responsible for coordinating the campaign for your entire agency, or a Site Coordinator, responsible for the campaign at your office, you'll find lots of resources to assist you with your campaign on this Web site.
State Agencies: Sept. 1 - Oct. 31 / Universities: Oct. 15 - Jan. 31
Each Site Coordinator is encouraged to set a two-week timeframe for the active campaign period in their worksite.
GET TRAINED, GET CONNECTED
Get trained via webinar!
Trainings, including a chance to meet and learn about the charities participating in the campaign, are available online. Please RSVP for these sessions via firstname.lastname@example.org
Or, check out a pre-recorded training: (Youtube video)
Want to know who is overseeing the Charitable Fund Drive for your agency?
Call the CMO Team at 503-636-4058
to see who has volunteered to lead your agency. Or, check this list of Agency Coordinators
CAMPAIGNING AND EVENTS
Want to set up a presentation or tabling event to help promote the campaign and connect co-workers to the participating organizations? Call the Campaign Management Organization (CMO) Team at 503-636-4058; the CMO can make contact with the funds and federations to schedule the event.
2015 Campaign Goal and Strategies for Coordinators (58K .docx)
Guidelines for a successful campaign (52K .pdf)
Tips for NEW Fund Drive Coordinators (67K .pdf)
2015 Coordinator's Manual (pdf)
Successful event worksheet (156K .pdf)
Campaign Schedule - sample planning and campaign calendar (75K .pdf)
Examples of fun events (61K .pdf)
What do I need to do, as the Coordinator, with the online system? Here are instructions for processing cash and check gifts and information on how to see the activity that has taken place in your area.
How to pledge online - instructions for new version of pledging website - PowerPoint
How to use the "Coordinator" Function of the online pledging site - YouTube video
Website Tools for Site and Agency Coordinators (852K .pdf)
Not sure about what to say in a letter or email to your co-workers announcing the campaign, recruiting volunteers, or announcing management support for the Fund Drive? We have samples to get you started. Right-click and choose "save as" to transfer these files to your own computer.
Campaign Helper Recruitment Flyer (.doc)
RULES AND REGULATIONS
Questions about the rules and regulations governing the campaign and your activities? We have answers to common questions.
Rules and regulations (96K .pdf)
Look for monthly updates on campaign activities, tabling events, and other ideas to assist you with the campaign in the Fund Drive's newsletter Your Gifts at Work.
If you have questions
or need help that you don't find here, call Deb Furry and the Campaign Management Team at 503-636-4058
or e-mail us at CMOTeam@earthlink.net
Thank you for playing the vital role of bringing the Charitable Fund Drive to your co-workers. We deeply appreciate your efforts.