Sample Leadership Giving Meeting Agenda
A sure way to experience an increase in your organization’s giving is to host a Leadership presentation. The key to running a successful Leadership giving campaign is to arrange an event that is most appropriate to your organization’s corporate culture.

Set Up: The intent of the meeting is made clear to all attendees in advance.

1.      CEO Welcome (5 minutes)

• Importance of leadership giving -- Why he/she gives
• % of leadership giving out of total campaign in company
• Why they are invited to this meeting
• A direct ask for leadership gifts - using own gift as an example
• Review agenda and the Leadership Giving Coordinator’s responsibilities
• Thank You

2.     Testimonial (5 minutes)
         (an employee who is both a beneficiary of United Way services and
a leadership giver is ideal)    

• How United Way has touched his/her life
• Why United Way is important to the community
• Why he/she gives (at a leadership level if applicable)
• A direct ask for Leadership gifts from the attendees
• Thank You

3.    United Way Representative (5 minutes)

• What is the Torch Society & the levels they can join
• What is the Young Leaders Society, The Women’s Leadership Giving Society, and The Dorothy O. Jackson Society
• What is the Tocqueville Society
• Ways to give - Combined family gift options. Stock.
• Payroll deduction is a convenient and easy way to make a leadership gift
• Why United Way is the best way to help the most people
• Thank You

4.     Leadership Giving Coordinator (5 minutes)

• How gifts will be solicited
• Incentives/prizes
• Overall campaign timeline and goal
• The company will recognize and celebrate leadership givers
• See me with questions
• Thank you

Materials to have available: Personalized Pledge Cards, United Way Brochures, Leadership Giving directories, Tocqueville Society information.