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

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

  1. 1. How To Complete TheUnited Way Campaign Report Envelope
  2. 2. Envelope Front View
  3. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 14. Envelope Back ViewPlease verify that all steps have been completed before sealing the envelope.
  15. 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.

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