Pledge Cards and EnvelopesCampaign Managers’ Toolbox

2012

The Pledge Card

• Most companies use the standard United Way pledge card. If your organization has requested it, the pledge cards can be preprinted with donor information.

• Pre-printed pledge cards require a two week turnaround. We require a spreadsheet with:

• Prefix

• First name, last name and middle initial

• Unique identifier

• In order to minimize duplicates accounts in our database and errors, the more information (address, email) the more we have to match the donor if they already exist in our database.

Dorene Nowatzke123 Main StreetAnywhere, Ohio 12345 12345

12345

April 18, 20232

My Information

• To get to know our donors as best as possible, we need all information completed.

• Please use black or blue ink only.

• Please print.

• Please encourage email address capture.

April 18, 20233

Annual Gift

Five ways to give:* Payroll deduction * Cash/check *Credit/debit card *Bill me *Stocks

For payroll deduction:

* Be sure to include amount per pay in Step 3, not entire gift. Mark number of pay periods.

Remember:

* Credit card - correct number of digits and expiration date

* Frequency of billing

* Stocks can still be pledged using the form.

April 18, 20234

Community Investment (back of pledge card)

Three ways to designate a gift:

A - Undirected gift to United Way

B - Focus Area

C - United Way program, affinity group, or local 501(c)3 health and human service

April 18, 20235

Community Investment, cont’d.

Other designations:

• United Way programs and services are now listed online. They should be written on the front of the pledge card “write in” using the appropriate space.

• United Way has an open designation policy. We accept any designation to a local 501(c)3 health and human service agency.

• If this option is chosen, we request a city and state to help identify the organization.

April 18, 20236

Envelopes

April 18, 20237

Payroll Envelope

• If your company information is not included on a label, please update where indicated.

• Complete all information: number of payroll donors, amount of payroll gift.

• Please complete the verification questions.

• United Way must have a signature from company representative on the envelope front before it can be opened and processed.

April 18, 20238

Special note

• Please make a copy of all payroll pledge cards.

• Donors should also make a copy of their pledge cards.

• Tax implications

• United Way of Greater Toledo does not provide tax receipts for gifts made through payroll deduction.

• The IRS requires a copy of the pledge card for income tax purposes.

• Please make a copy of the envelope for your records.

April 18, 20239

Non-payroll Envelopes

• These envelopes (green ink) are for all non-payroll gifts:

• Corporate gift

• Special events

• Employee gifts of cash, check, credit/debit, or direct bill

• If payment is enclosed, the total must be written in that column.

• There must also be an amount in the pledged column – it can be greater than payment enclosed.

• Subtotal line is for the employee gifts.

• Total gifts is for all three categories.

• Please get a signature from your CEO if a corporate gift is included.

April 18, 202310

Thank you