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Coordinator Resources
If you are coordinating your office's Charitable Fund Drive, this section is for you!

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.

CAMPAIGN DATES

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
 
Site Coordinators in Salem and Portland -- Get trained to be a Site Coordinator 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 cmoteam@earthlink.net.
 
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 group, or review 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.

Guidelines for a successful campaign (52K .pdf)
Tips for NEW Fund Drive Coordinators (67K .pdf) 
2014 Coordinator's Manual (pdf)
Successful event worksheet (156K .pdf) 
Campaign Schedule - sample planning and campaign calendar (75K .pdf)
Examples of fun events (61K .pdf)
 

ONLINE PLEDGING
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
Tools for Site and Agency Coordinators  (852K .pdf)

 
SAMPLE MATERIALS
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.
Charitable Fund Drive poster (pdf, 11"X17" size)
Sample emails announcing themed events, campaign progress: Draft letters and e-mail text (232K MS Word .doc)
Fund Drive "icons in Oregon" artwork (please right-click and choose "Save Target As")
Individual charity focus icons (animals, environment, families, equity, health, housing, arts)
Sample "business card" promoting campaign (front side) (back side) - created by DHS / OHA
Sample event ideas and promotional materials - created by DEQ, DHS, other Agencies
PowerPoint Presentation on Fund Drive Charities - (1.06 MB [large] .pptx - please right-click and choose "Save Target As...")
 
RECRUITING VOLUNTEERS
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. 
Newsletter Archive
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.