Your workbook.
Your campaign.
Your community.
Everything your team needs to run a successful United Way workplace investment campaign — from kickoff to impact report.
What's inside
Built for Handley Library
The 2026 Workplace Campaign Workbook gives HR leaders and campaign coordinators everything needed to launch, run, and close a community investment campaign with confidence.
What is an Investment Campaign
40% of Valley households can't make ends meet. See how the 2026 Workplace Investment Campaign puts your company's dollars to work — right here in the Valley.
Campaign Planning Guide
Step-by-step timeline, goal-setting worksheet, and internal champion checklist to keep your campaign on track. Use this General Investment One-Sheeter for staff. Make sure the last page of this document is verified in closeout.
United Way PSA Video
UWNSV provides a ready-to-use public service announcement video you can drop directly into your campaign — no editing, no production, no extra work on your end.
Email Campaign Header Images
UWNSV provides ready-to-use branded header images sized for the most common email platforms — Outlook, Gmail, and Mailchimp. Each image is formatted to reinforce the United Way brand and signal to employees that this is an official, company-supported campaign.
Community Needs Data
Local needs assessments and ALICE data to share with your team — showing exactly why the investment matters and who it reaches in our six counties.
Impact Calculator
An interactive tool so employees can see what their investment means in real terms — meals provided, kids served, families stabilized. Share it at kickoff to make the ask personal.
How it works
Six steps from kickoff to impact
UWNSV handles the heavy lifting. Your team runs the campaign. The community directs where capital goes. Here's how it flows.
Get connected
Schedule a meeting with your UWNSV rep to walk through the model, set goals, and design a program that fits your organization.
Set your goals
Confirm your investment amount, match structure, and campaign timeline. Identify your internal champion. Need to know more about United Way NSV yourself? Read our General Investment One-Sheeter.
Build the buzz
Schedule a UWNSV speaker for kickoff, send a CEO message, and get employees excited about their role as community investors. Use our How-To-Guide to pledge for staff in conjunction with this General Investment One-Sheeter.
Open the round
Launch through payroll deduction via our online portal. Send midpoint updates and keep energy high through close.
Close & submit
Collect all allocations, thank your team, and submit results to UWNSV. We handle distribution and begin tracking outcomes. Record-Keeping for both you and UW: Events and Activities | Verification
See the return
UWNSV delivers your annual impact portfolio — what was funded, who was served, and what changed in your community.
85 cents of every dollar reaches the community. The remaining 15 cents makes sure it lands in the right place — locally.
Every dollar raised is deployed that same year. No carryover.
Where your investment goes
A diverse community investment team — trained and facilitated by UWNSV — directs capital across four focus areas using ALICE data and local needs assessments.
Healthy community
Healthcare access, mental health, wellness, and coordinated care for Valley families.
Youth opportunity
Kindergarten readiness, tutoring, mentorship, and workforce pathways for young people.
Financial security
Eviction prevention, emergency assistance, and access to opportunity for ALICE families.
Community resiliency
Basic needs, shelter, food access, and systems that stabilize families in crisis.
Ready to get started?
Your UWNSV representative can walk you through the workbook, answer your questions, and help design a program that fits your organization.