Skip to main content

Coordinators' Basic Toolkit

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, this site is packed with resources to assist you with your Fund Drive activities.

Campaign Dates

State agencies: Sept. 16 - Oct. 31 / Universities: Oct. 15 - Dec. 31
Each site coordinator is encouraged to set a two-week timeframe for the active campaign period in their worksite.
Also see our Events Calendar for additional key dates and upcoming activities.

Get Trained, Get Connected

Serve as a Fund Drive coordinator -- we'll show you how!  Once you've been tapped as a coordinator, please view our online training recording.
We will also offer individual webinar sessions if you're not able to attend an in-person or group webinar training.  Email to request an online training session!
Want to know who is overseeing the Charitable Fund Drive for your agency?  Check our Agency Coordinators List or call the CMO Team at 503-363-1651 to see who has volunteered to lead your agency in the agency coordinator role. 

Campaigning and Events Best Practices

The following resources will give you the information you need to plan and run your campaign:
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 503-363-1651.  The CMO can make contact with the funds and federations to schedule the event.

Sample Materials

Looking for logos, icons, posters, sample letters and emails, etc.?

Rules and Regulations

Questions about the rules and regulations governing the campaign and your activities? We have answers to common questions here:

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:

Still Have Questions?

If you have questions or need help that you don't find here, view our Coordinator FAQs or call the Campaign Management Team at 503-363-1651 or e-mail us at

Thank you for playing the vital role of bringing the Charitable Fund Drive to your co-workers. We deeply appreciate your efforts!

Your browser is out-of-date! It has known security flaws and may not display all features of this and other websites. Learn how