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Power point how to complete the uw campaign report envelope company coordinators and loaned executives

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  • 1. How To Complete TheUnited Way Campaign Report Envelope
  • 2. Envelope Front View
  • 3. Envelope Top Section (Information From)Company Coordinators Please complete thefollowing sections;*Partial or full report*Total Employees ______ Full Time Equivalents (FTE)*Company Coordinator*Phone number*DateUnited Way Staff/LE Please complete thefollowing sections;*Account #*Org./Ind. Name*Campaign year*Submitted by UWECI staff
  • 4. 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
  • 5. 2.a.) Cash/Paid (Includes paid in full checks);Number of donors= How many donors are giving under this pay typeAmount Enclosed= Dollars in the envelopeAmount Due = Total dollar amount the individuals will remitto UWECITotal Contribution = Total amount the individuals arepledging under this pay type for this campaign year
  • 6. Number of donors= How many donors are giving under this paytypeAmount Enclosed= Zero (Credit Cards are amount due untilcleared by UWECI)Amount Due = Total dollar amount of all credit cardsTotal Contribution = Total amount the individualsare pledging under this pay type for thiscampaign year
  • 7. Number of donors= How many donors are giving under this paytypeAmount Enclosed= ZeroAmount Due = Total dollar amount the individuals will remit toUWECITotal Contribution = Total amount the individualsare pledging under this pay type for thiscampaign year
  • 8. Number of donors= How many donors are giving under this pay typeAmount Enclosed= ZeroAmount Due = Total dollar amount the individuals will remit to UWECITotal Contribution = Total amount the individuals are pledging under thispay type for this campaign year*Individuals donating stock should complete the UWECIpledge form and call or email Amy KellySenior Coordinator-Pledge Services at #319-398-5372 x40or akelly@uweci.org to fulfill their pledged andstock transfer.
  • 9. Number of donors= How many donors are giving under this paytypeAmount Enclosed= ZeroAmount Due = Total dollar amount the company will remit toUWECITotal Contribution = Total amount the employeesare pledging under this pay type
  • 10. Amount Enclosed= All dollars raised by this Special EventAmount Due = Zero (Special Events must be paid in full)Total Contribution = Total amount raised* Special Event dollars are NOT tax deductible andMUST be paid separately from donor pledges.
  • 11. Total Employee Giving (Add lines a-f)Number of Donors = Total of lines a-eAmount Enclosed = Total of lines a-fAmount Due = Total of lines a-eTotal Contribution = Total of lines a-f
  • 12. 3 ENVELOPE TOTAL (Corporate + Employee)Number of Donors = Total Employee Giving from lines a-fAmount Enclosed = The dollar amount in 1. Corporate Gift + thedollar amount in Total Employee GivingAmount Due = The total dollar amount due in 1. Corporate Gift +the total dollar amount due in Total Employee GivingTotal Contribution = The total contribution amount in 1.Corporate Gift + the total contribution amount in Total Employee Giving
  • 13. Employee Group Pledge Spreadsheet Company Coordinators PLEASE complete this sectionSubmitted Electronically by:____________________Date E-mailed:_________________United Way requests a completed spreadsheet for all envelopeswith 15 or more total donors. The spreadsheet is a verificationof information submitted. United Way electronically capturesdonors information allowing for reduced processingtime and risk of error. If you will not besubmitting a spreadsheet please make your United Way staff contact aware.Thank you
  • 14. Envelope Back ViewPlease verify that all steps have been completed before sealing the envelope.
  • 15. **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 $500of your pledge be designated to WLI to be recognized.