WORKPLACE GIVING CAMPAIGN ASSESSMENT QUESTIONNAIRE

You can print this page from your browser or download an
Adobe PDF file here. (11K)

(Requires the free Acrobat Reader to view)

1. Name of Company _____________________________________

2. Total Number of Employees ______________________________

At headquarters _____________________________________

At operating units ____________________________________

3. Number of Operating Units _______________________________

4. Community/ Philanthropic Issues of Interest to the Company and to Employees.

5. What are the objectives of the workplace campaign?

6. How is the workplace giving campaign integrated with the other employee involvement activities such as volunteer programs and matching gifts?

7. What are the major issues facing your campaign?

8. Is total giving increasing or decreasing?

_____ Increasing _____ Decreasing

9. Is employee participation increasing or decreasing?

_____ Increasing ______ Decreasing

10. Have you surveyed employees to identify their perceptions and attitudes about the workplace giving campaign?

Yes        No

If yes, what were the findings?

11. How do you communicate with employees during the campaign?

12. How do employees obtain information about the nonprofit organizations participating in the campaign?

13. Does the company have a committee to oversee the campaign?

Yes        No

If yes, who serves on the committee? Please check all that apply

_____ Communications professional
_____ Payroll/Finance administrator
_____ Labor representative
_____ Training specialist
_____ Personnel representative
_____ Department representative
_____ Other, please specify ________________________________

14. How are pledges currently recorded and summarized?

_____ Manual data entry
_____ Scanning technologies
_____ Interactive voice response
_____ On line pledge form
_____ Other, please specify_________________________________

15. Who handles the processing of campaign pledges?

____ The company
____ We outsource to an outside vendor
____ Other, please specify _________________________________

16. How are funds collected during the campaign distributed to the charities?

_____ By United Way
_____ By the company
_____ Other method, please specify __________________________

17. How much choice to employees currently have to direct their contribution to a specific charity through your workplace giving campaign? (Check all that apply)

_____ Our campaign follows the local United Way designation policies.
_____ Our campaign operates independently of the local United Way.
_____ Employees may direct their gift to any health and human service agency.
_____ Employees may direct their gift to any 501(c)(3) nonprofit organization.

18. Do you promote or encourage designations?

Yes      No

19. How are employees recognized and thanked for their participation in the campaign?

_____ Letter
_____ Gift (describe below)
_____ Recognition event (describe below)
_____ Participation pin
_____ Other (describe below)

20. Are there any areas of the campaign you would like assistance with more information about? If so, what are those areas?

If you return this assessment to Charities @ Work, a no cost or no obligation analysis will be provided to you.

Mail To:

Charities@Work
101 West Broad Street Suite 530
Falls Church, VA 22046