Checklist · Corporate Giving
Corporate Giving marketing checklist — Step by Step 2026
Launching a Corporate Giving initiative requires careful marketing to ensure adoption and maximize impact. This checklist provides a structured approach to marketing your program effectively, addressing common pain points such as integration, scale, and adoption.
Phase 01
Phase 1: Define Your Corporate Giving Program
- 1.1critical2 days
Define Objectives and KPIs
Clearly define the goals of your Corporate Giving program (e.g., employee engagement, brand reputation) and set measurable KPIs. Use a tool like Google Analytics to track progress.
- 1.2high1 day
Identify Target Audience
Determine who you are trying to reach with your Corporate Giving program (employees, customers, community). Use surveys via SurveyMonkey to understand their preferences.
- 1.3critical3 days
Choose Giving Platform
Select a platform that supports your program's needs, considering integration with existing systems (e.g., Benevity, YourCause).
- 1.4high2 days
Develop Messaging
Craft compelling messaging that resonates with your target audience. Highlight the impact of the program. Test messaging with focus groups.
- 1.5medium1 day
Set a Budget
Allocate a budget for marketing activities, including content creation, advertising, and events. Use budgeting software like Mint to track expenses.
- 1.6critical3 days
Establish Compliance Protocols
Ensure your program adheres to all relevant regulations and guidelines. Consult with legal counsel.
- 1.7medium1 day
Create a Communication Plan
Outline how you will communicate program updates, success stories, and opportunities to participate. Use a tool like Trello to manage the plan.
- 1.8high1 day
Designate Program Champions
Identify individuals within the organization who can advocate for the Corporate Giving program and encourage participation.
- 1.9medium2 days
Develop Internal Policies
Create clear policies regarding matching gifts, volunteer time off, and other program elements. Make these easily accessible on your intranet.
- 1.10high2 days
Select Initial Charities
Carefully choose a set of charities that align with your company's values and the interests of your target audience. Vet the charities thoroughly.
Phase 02
Phase 2: Create Marketing Materials
- 2.1high3 days
Design Program Website/Landing Page
Create a dedicated page on your website that provides information about the Corporate Giving program. Use WordPress or similar.
- 2.2medium2 days
Develop Email Templates
Create email templates for announcements, updates, and reminders. Use Mailchimp or similar for distribution.
- 2.3medium2 days
Create Social Media Content
Develop engaging social media content to promote the program and share success stories. Use Hootsuite for scheduling.
- 2.4low3 days
Produce Explainer Videos
Create short videos explaining the program and its benefits. Use tools like Loom or Vimeo.
- 2.5low2 days
Design Infographics
Create visually appealing infographics to present program data and impact. Use Canva or similar.
- 2.6medium2 days
Write Blog Posts
Publish blog posts highlighting the program and its impact. Optimize for SEO to increase visibility.
- 2.7low1 day
Prepare Press Releases
Draft press releases to announce the program launch and major milestones. Distribute through PR Newswire.
- 2.8high2 days
Create Internal Communication Materials
Develop materials for internal channels (e.g., intranet, newsletters) to inform employees about the program.
- 2.9medium2 days
Design Presentation Slides
Prepare slides for presentations to leadership and employees about the Corporate Giving program.
- 2.10low3 days
Develop Case Studies
Create case studies showcasing the positive impact of the program on specific charities or communities.
Phase 03
Phase 3: Launch and Promote the Program
- 3.1critical1 day
Announce Program Launch
Officially announce the launch of the Corporate Giving program through email, social media, and press releases.
- 3.2medium3 days
Host Launch Event
Organize a launch event (virtual or in-person) to generate excitement and encourage participation.
- 3.3high2 days
Run Social Media Campaigns
Execute targeted social media campaigns to promote the program and drive engagement. Use LinkedIn Ads.
- 3.4high2 days
Send Email Marketing Campaigns
Send targeted email campaigns to different segments of your audience to promote the program.
- 3.5low3 days
Engage Influencers
Partner with influencers in the corporate social responsibility space to promote the program.
- 3.6critical1 day
Promote Internally
Promote the program through internal channels, such as company newsletters, intranet, and employee meetings.
- 3.7medium1 day
Offer Incentives
Offer incentives to encourage participation, such as matching gifts or volunteer time off. Track using HR software.
- 3.8low2 days
Run Contests and Giveaways
Organize contests and giveaways to generate excitement and increase participation.
- 3.9medium2 days
Participate in Industry Events
Showcase your Corporate Giving program at relevant industry events and conferences.
- 3.10medium1 day
Monitor Online Discussions
Monitor online discussions about your program and respond to questions and comments.
Phase 04
Phase 4: Measure and Analyze Results
- 4.1critical1 day
Track Key Metrics
Monitor key metrics such as employee participation rates, donation amounts, and volunteer hours. Use Benevity's analytics dashboard.
- 4.2high1 day
Analyze Website Traffic
Analyze website traffic to understand how people are interacting with your program's online presence. Use Google Analytics.
- 4.3medium1 day
Monitor Social Media Engagement
Track social media engagement metrics such as likes, shares, and comments. Use Sprout Social.
- 4.4medium2 days
Conduct Surveys
Conduct surveys to gather feedback from employees and beneficiaries about the program. Use SurveyMonkey.
- 4.5high2 days
Analyze Donation Data
Analyze donation data to identify trends and patterns. Use data visualization tools like Tableau.
- 4.6medium2 days
Assess Volunteer Impact
Assess the impact of volunteer activities on the community and the organization. Collect testimonials.
- 4.7high2 days
Calculate ROI
Calculate the return on investment (ROI) of the Corporate Giving program, considering both financial and non-financial benefits.
- 4.8medium2 days
Prepare Reports
Prepare regular reports to communicate the results of the Corporate Giving program to stakeholders.
- 4.9medium1 day
Present Findings
Present the findings of your analysis to leadership and other stakeholders.
- 4.10low1 day
Document Lessons Learned
Document lessons learned from the program to inform future initiatives. Use a shared document on Google Docs.
Phase 05
Phase 5: Optimize and Improve
- 5.1medium1 day
Adjust Messaging
Refine your messaging based on feedback and performance data. A/B test different versions.
- 5.2high2 days
Improve User Experience
Enhance the user experience of the program's website and platform based on user feedback. Use Hotjar for heatmaps.
- 5.3medium2 days
Expand Charity Options
Expand the range of charities available to employees based on their interests and feedback. Conduct research on Charity Navigator.
- 5.4medium1 day
Increase Incentives
Increase incentives to encourage greater participation, such as higher matching gift ratios.
- 5.5high2 days
Automate Processes
Automate repetitive tasks to improve efficiency. Use Zapier to integrate different systems.
- 5.6medium2 days
Enhance Training
Provide additional training to employees on how to participate in the program. Create online modules.
- 5.7high3 days
Integrate with HR Systems
Integrate the Corporate Giving program with HR systems to streamline data management and reporting.
- 5.8medium1 day
Seek Feedback Regularly
Establish a system for gathering feedback from employees and beneficiaries on an ongoing basis. Use Qualtrics.
- 5.9low1 day
Stay Updated on Trends
Stay informed about the latest trends and best practices in corporate social responsibility. Subscribe to industry newsletters.
- 5.10high2 days
Plan for Future Growth
Develop a long-term plan for the Corporate Giving program, including strategies for scaling and expanding its impact.
Pro tips
- Focus on employee engagement to drive higher participation rates.
- Leverage data analytics to optimize program performance and demonstrate impact.
- Ensure seamless integration with existing HR and finance systems to reduce administrative overhead.
- Communicate regularly and transparently about the program's goals, progress, and impact.
- Partner with reputable charities that align with your company's values and mission.