SIX STEPS TO A SUCCESSFUL CAMPAIGN - Step 5

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.

Turn in to United Way:

• All cash and checks attached to the pledge card
• Signed Direct Bill pledge cards (must be $100 or greater)
• Signed Credit Card pledge cards
• 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
• Listing of leadership givers including their personal gift in addition to any match or joint amount involved
• 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:

• A copy of all pledge cards
• Any additional information specific to your organization's campaign

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.

Step 1
Step 2
Step 3
Step 4
Step 5
Step 6

• Six Steps to a Successful Campaign
• Important Dates for your Campaign
• Tools and Resources