Pledge Card Check completeness & legibility of donor information.
-
Upload
cameron-hill -
Category
Documents
-
view
213 -
download
0
Transcript of Pledge Card Check completeness & legibility of donor information.
![Page 1: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/1.jpg)
Pledge Card
Check completeness & legibility of donor information
![Page 2: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/2.jpg)
Pledge Card
Check Military or Civilian
X or √
![Page 3: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/3.jpg)
Payroll Allotment Pledge Military or CivilianX or √
Pledge Card
100.00 1200.00
![Page 4: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/4.jpg)
Pledge Card
Make sure the check box is filled in:
Check X or √
100.00
![Page 5: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/5.jpg)
Pledge Card
100.00 1200.00
Total GiftPlease use exact amount. Example: Under Amount
(military) $83.34 was entered. Times 12 equals $1000.08. If this number is rounded off to $1000.00, please contact donor then change to the correct amount.
83.34 1000.08
Common Pledge Errors
![Page 6: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/6.jpg)
Pledge Card
1000.08
Total Gift = Annual AmountCheck Amount = Annual AmountCash Amount = Annual Amount
8 8 8 8 8
1000.084 5 6 7 8
![Page 7: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/7.jpg)
Pledge Card
1000.08
8 88 86 0 0 6
Total Gift = Annual Amount
If the annual amount does not match the total gift, contact the donor; donor must initial any changes.
250.00250.00
Common Pledge Errors
1000.08
8 8 8 8 8
4 5 6 7 8 250.00
250.00
![Page 8: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/8.jpg)
Pledge Card
Monthly gift is listed as the annual gift - when specifying multiple charity gifts Monthly gift is listed as the annual gift - when specifying multiple charity gifts fill in the ANNUAL AMOUNT.fill in the ANNUAL AMOUNT.
Common Pledge Errors
![Page 9: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/9.jpg)
Pledge Card
Designation to an invalid agency code. Pledges can only be made to Designation to an invalid agency code. Pledges can only be made to agencies listed in this region’s brochure.agencies listed in this region’s brochure.
Common Pledge Errors
![Page 10: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/10.jpg)
Pledge Card
• In accordance with the IG auditors, keyworkers must reject a changed/erroneous form and ask the donor to submit a corrected form.
Common Pledge Errors
![Page 11: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/11.jpg)
Pledge Card
• Illegible. If it is unreadable, the pledge may not be processed correctly.
Common Pledge Errors
![Page 12: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/12.jpg)
Pledge Card
Form isn’t signed - payroll deduction can not be authorized if the form isn’t signed.
Common Pledge Errors
![Page 13: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/13.jpg)
Pledge Card
Social Security Number is not provided – payroll
deduction can not be authorized without the SSN.
(USPS Employees may provide their Employee ID #)
Common Pledge Errors
![Page 14: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/14.jpg)
Pledge Card
Choice of Gift not specified OR
Both Gifts SpecifiedOR
BOTH the Decline and Gift Box are checked.
Common Pledge Errors
![Page 15: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/15.jpg)
Pledge Card
Donor Information ReleaseAny information entered is released
If Release my name…but no address is added, do not add any address into the program. This means they only want their names released.
Donor may release amount of pledge to charity(ies) by checking box next to conscent
![Page 16: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/16.jpg)
Campaign Turn – In Process
35,000 Prospects (Assigned Personnel)13,000 to 14,000 donors region wide.
Roughly 1,000 regionwide
Assigned as needed at larger installations to maintain a manageable number of keyworkers reporting to one individual.
1 per base/location - Usually the installation LFCC Representative, Base Project Officer or his/her designee.
Processes all pledgesDistributes all pledges to designated charitable organizations..
Authorizes and implements all payroll deduction requests (over 95% of CFC designations are payroll deduction).Forwards money to PCFO as available
Roughly 1,700 eligible organizations.Receives designated funds monthly.Performs specified charitable services.
DONORS
KEYWORKERS
Project Officers (optional)
Base Representative/POC
PCFO (regional CFC office) Federal Payroll Office
Charitable Organizations
![Page 17: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/17.jpg)
Campaign MaterialsPledge Envelope
Page 12 KW Guide
![Page 18: Pledge Card Check completeness & legibility of donor information.](https://reader036.fdocuments.us/reader036/viewer/2022081603/56649cc95503460f94990ac7/html5/thumbnails/18.jpg)
Questions
?