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For Companies: Tips For Excellence: Involving Retirees
 

Boost your fundraising results and re-new contacts with people who are committed to your organization by involving retirees in your campaign. Conducting a retiree campaign will also help increase their knowledge about the United Way programs available for older people.

 

How To Include Retirees
  • Involve a retiree representative in the planning and solicitation.
  • Decide if solicitations will be a direct mail letter, invitations to a Campaign Kickoff or a special event just for retirees.
  • Consults with your organization's human resources and payroll department to let them know what you plan.
  • Offer automatic deduction from the retiree’s pension check or automatic pledges payment plan, which is a direct deduction from their bank account.
  • Give retirees the opportunity to give to the United Way for the Greater New Orleans Area or to designate to a United Way in their retirement community.
  • Report results on your campaign report. Retiree gifts should be included with total employee gifts.
 
More Things To Try
  • Personalize all correspondence. Provide a pre-paid return envelope.
  • Give retirees the opportunity to go on United Way agency tours.
  • Print stories about how older people are helped by United Way agencies in the retiree newsletter.
  • Give retirees the opportunity to learn about United Way bequests, retirement accounts, estate planning, charitable planning, legacy gifts and other planned methods of giving.
  • Don't forget to say "Thank you"!
 
Women's Leadership Council
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