Debating an Evergreen Workplace Giving Campaign vs. Annual Sign-up

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There’s no single right way to structure your workplace giving program. What matters most is choosing a model that fits your company’s size, culture, and communication capacity.

Both the annual sign-up model and the evergreen model have advantages — one offers structure and simplicity, while the other provides flexibility and ongoing engagement. Here’s how to decide which one aligns best with your goals.

Annual Workplace Giving Sign-up Model

What it is: Employees enroll during a specific open enrollment period — often the same time they update benefits or payroll information.

Best for: Companies that prefer a defined campaign season or need to manage all giving activity within a set timeframe.

Pros:

  • Simple to manage with a clear start and end date
  • Easy to integrate into annual benefits updates
  • Creates urgency and excitement around participation

Cons:

  • New hires may have to wait months to join
  • Once employees make their giving selections, changes are typically locked until the next enrollment period
  • Engagement peaks seasonally, then tapers off

How to Strengthen It:

  • Use micro-campaigns or volunteer events throughout the year to keep energy alive between open enrollment periods.
  • Share quarterly updates to remind employees of their ongoing impact.

Evergreen Workplace Giving Model

  • What it is: Employees can start, stop, or adjust their giving at any time, year-round.
  • Best for: Companies that value continuous engagement, flexibility, and a culture of giving woven into everyday work life.

Pros:

  • New employees can participate immediately
  • Ongoing flexibility creates a better employee experience
  • Encourages sustained awareness and connection to causes
  • Can be built into onboarding for new hires

Cons:

  • Requires more consistent communication
  • May take extra setup time for automated workflows and reporting

How to Strengthen It:

  • Create automated email sequences that welcome new hires, highlight impact stories, and prompt engagement quarterly. This keeps giving top of mind without manual effort.

 

Annual Sign-up

Evergreen

Flexibility

Limited

High

Admin Workload

Low once set up

Medium (requires automation)

Engagement Level

Seasonal

Continuous

Best For

Structured CSR calendars

Culture-driven companies

Ideal Tools

Yearly campaign templates

Automated giving platform

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