Power point how to complete the uw campaign report envelope company coordinators and loaned...
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How To Complete The United Way Campaign Report Envelope
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Transcript of Power point how to complete the uw campaign report envelope company coordinators and loaned...
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 [email protected] 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.
