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.
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Annual Sign-up
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Evergreen
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Flexibility
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Limited
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High
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Admin Workload
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Low once set up
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Medium (requires automation)
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Engagement Level
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Seasonal
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Continuous
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Best For
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Structured CSR calendars
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Culture-driven companies
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Ideal Tools
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Yearly campaign templates
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Automated giving platform
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