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City Employees, Click Here to Pledge Now!

Next Steps…

  1. Take the next step in the United Way Charitable Giving Campaign at the City of Santa BarbaraPublicize Your Campaign
    • Post fliers, send e-mails, and put up posters letting everyone know that the Campaign is underway.

  2. Customize Your Campaign
    • Implement fun approaches and motivate employees to participate and have fun.

  3. Schedule a Presentation Now!
    • Schedule a presentation(s) and book a conference room ASAP, this is the most effective way to get employees the information they need to participate.

    Adobe Reader PDF Presentation Request Form (PDF 370KB)

    Adobe Reader PDF Presentation Reminder Sheet (PDF 555KB)

    • Call Steve Ortiz or Courtney Tarnow at United Way to sign up & confirm meeting schedule.

    • Send a meeting notice to everyone with your meeting date, time and location.

    • Collect pledge cards from employees as they leave the meeting.

  4. One to One Follow-Up
    • Contact those who were not able to attend your presentation
    • Follow-up with those who did not make their decision at the meeting.

  5. Report Results
    • Send completed pledge forms each Friday to Jenny Hopwood - Finance.

    Adobe Reader PDF Pledge Form 2011 (PDF 153KB)

  6. Say Thank You to Employees

  7. Call if You Have Questions or Need Assistance!!

Steve Ortiz
Director of Workplace Development
Phone: (805) 965-8591 x111
Email: SOrtiz@UnitedWaySB.org

Courtney Tarnow
Campaign Executive
Phone: (805) 965-8591 x 114
Email: CTarnow@UnitedWaySB.org



 





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