Workplace Giving Kit: Program Calculator, 5 Policies, 4 Forms, 20 Emails, 40 Posts, Launch Pack and Print Set

This kit is for the HR lead, owner or office manager who has been asked to start a giving program and wants it to be fair, affordable and easy to run.

What you get:

• Excel calculator (formulas only): a cost model with a budget check, a match calculator for staff, a match tracker that applies your ratio and a yearly cap per person and checks the total budget, a paid volunteer hours balance per person, campaign participation by team, a charity vote tally, a survey with a pressure flag, an impact report that writes your sentence, a 12-month calendar, a 21-day plan with dates and a charity scorecard.

• Policies and forms (Word templates): charitable giving policy, matching gift policy, volunteer time off policy, solicitation and fundraising approval policy, program charter, payroll giving authorization, match request form, volunteer time off request and charity nomination form (general information, not legal advice).

• Copy (Word): 20 emails (business case, payroll note, launch, managers, match, paid hours, nomination, ballot, Giving Tuesday sequence, kickoff, last call, volunteer day, drive, results, thank-yous, ambassadors, year-end, new hires) and 40 posts.

• Launch pack (Word): business case outline, manager talking points, staff FAQ, a 20-minute kickoff agenda and script, ambassador guide, survey, impact report template and a charity scorecard.

• Volunteer day and drives toolkit (Word): run sheet, roles, safety and consent checklist and a drive checklist.

• Print set (Letter and A4): two posters, 8 signs, a giving thermometer, pledge cards, ballots, sign-in and match logs, certificates, thank-you cards, a year calendar and a results board.

All files are editable. Dates fill in from one cell. For use in your own organization. Do not resell or post online. General information, not legal, tax or payroll advice; have counsel and your payroll provider review before you adopt anything.