View
357
Download
0
Category
Tags:
Preview:
Citation preview
How To Complete The United Way Campaign
Report Envelope
Envelope Front View
Envelope Top Section (Information From)
Company Coordinators Please complete the following sections;*Partial or full report*Total Employees ______ Full Time Equivalents (FTE)*Company Coordinator*Phone number*Date
United Way Staff/LE Please complete the following sections;*Account #*Org./Ind. Name*Campaign year*Submitted by UWECI staff
Envelope Middle Section (DONOR GIFT BREAKDOWN)
Company Coordinators please complete the pay type sections after you have verified each pledge form.
1.
Amount Enclosed = Dollars in the envelope
Amount Due = Dollar amount your company will remit to UWECI
Total Contribution = Total dollar amount the company is pledging for this campaign year
2.
a.) Cash/Paid (Includes paid in full checks);
Number of donors= How many donors are giving under this pay type
Amount Enclosed= Dollars in the envelope
Amount Due = Total dollar amount the individuals will remit to UWECI
Total Contribution = Total amount the individuals are pledging under this pay type for this campaign year
Number of donors= How many donors are giving under this pay type
Amount Enclosed= Zero (Credit Cards are amount due until cleared by UWECI) Amount Due = Total dollar amount of all credit cards
Total Contribution = Total amount the individuals are pledging under this pay type for this campaign year
Number of donors= How many donors are giving under this pay type
Amount Enclosed= Zero
Amount Due = Total dollar amount the individuals will remit to UWECI
Total Contribution = Total amount the individuals are pledging under this pay type for this campaign year
Number of donors= How many donors are giving under this pay type
Amount Enclosed= Zero
Amount Due = Total dollar amount the individuals will remit to UWECI
Total Contribution = Total amount the individuals are pledging under this pay type for this campaign year
*Individuals donating stock should complete the UWECI pledge form and call or email Amy Kelly Senior Coordinator-Pledge Services at #319-398-5372 x40 or akelly@uweci.org to fulfill their pledged and stock transfer.
Number of donors= How many donors are giving under this pay type
Amount Enclosed= Zero
Amount Due = Total dollar amount the company will remit to UWECI
Total Contribution = Total amount the employees are pledging under this pay type
Amount Enclosed= All dollars raised by this Special Event
Amount Due = Zero (Special Events must be paid in full)
Total Contribution = Total amount raised
* Special Event dollars are NOT tax deductible and MUST be paid separately from donor pledges.
Total Employee Giving (Add lines a-f)
Number of Donors = Total of lines a-e
Amount Enclosed = Total of lines a-f
Amount Due = Total of lines a-e
Total Contribution = Total of lines a-f
3 ENVELOPE TOTAL (Corporate + Employee)
Number of Donors = Total Employee Giving from lines a-f
Amount Enclosed = The dollar amount in 1. Corporate Gift + the dollar amount in Total Employee Giving
Amount Due = The total dollar amount due in 1. Corporate Gift + the total dollar amount due in Total Employee Giving
Total Contribution = The total contribution amount in 1. Corporate Gift + the total contribution amount in Total Employee Giving
Employee Group Pledge Spreadsheet
Company Coordinators PLEASE complete this section
Submitted Electronically by:____________________Date E-mailed:_________________
United Way requests a completed spreadsheet for all envelopes with 15 or more total donors. The spreadsheet is a verification of information submitted. United Way electronically captures donors information allowing for reduced processing time and risk of error. If you will not be submitting a spreadsheet please make your United Way staff contact aware. Thank you
Envelope Back View
Please verify that all steps have been completed before sealing the envelope.
**IT IS IMPORTANT THAT WE HAVE THE FOLLOWING INFORMATION TO PROCESS PLEDGE CARDS**
*Donors signature*Name*Address*Billing address if different than above address*Contact information for stock donors*Credit Card numbers including expiration date, address and zip code *Completed company corporate card*Completed company payroll card*Leadership and Combined Giver information *For Union recognition please enter your locals name and Local #*Women’s Leadership requires a minimum of $500 of your pledge be designated to WLI to be recognized.
Recommended