» Six Steps to a Successful Campaign
Step 5
Report Your Results
Before you begin your United Way employee campaign, your United Way staff representative or Loaned Executive will give you everything you need and show you how to track your pledges and tabulate your campaign results.
Reporting results accurately and promptly is crucial. When you are ready to report the results, your United Way representative will pick up your report envelopes from you.
Accurate and timely remittance of campaign results and paperwork to your Payroll Department and to United Way helps ensure that cash, checks, credit card pledges, and stock contributions are processed quickly. It also ensures that donors and your organization are properly recognized for their contributions.
Turn in to United Way:
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All cash and checks attached to the pledge card
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Signed Direct Bill pledge cards (must be $100 or greater)
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Signed Credit Card pledge cards
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Listing of designations of $25 or more to United Way partners and programs. Include the individual's name, address and gift amount so we may provide the agency with that information
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Listing of leadership givers including their personal gift in addition to any match or joint amount involved
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Copies of all pledge cards and/or a listing of all pledges (listing may be a printed spreadsheet, on disk, or on cd-rom)
Turn in to your Payroll Department:
Remember to keep a record of your results including a listing of givers for next year's campaign.
Please use the Reporting Results Checklist to ensure a complete and accurate wrap-up with United Way.
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» Reporting Forms
» Speaker, Tour, and Agency Fair Forms
