REPORT THE RESULTS!
Please review the following steps to report employee campaign results and return pledge forms to the United Way office for reporting purposes.
Step 1 - Complete the corporate pledge form and obtain the CEOs signature and record on corporate pledge line on campaign report envelope.
Step 2 - Collect all employee pledge forms. Review all information for completeness and accuracy. Check form for signature. Sort all employee pledge forms by method of giving. Rubber band or otherwise separate cash/check pledge forms, payroll deduction pledge forms and direct bill pledge forms. Credit card and stock givers are considered direct bill givers.
Sum the employee pledge forms by method of giving and record the number of givers and the total pledge amounts in the appropriate lines on the campaign report envelope.
Sum the amount of cash and checks you are enclosing in the envelope. Paper clip cash and checks to the related cash/check employee pledge form. Please do not staple cash or checks to pledge forms.
Record whether the campaign envelope reflects a partial report or a final report from your company.
Provide your fax number if you want our audit room to confirm your submitted totals to you.
Step 3- After the pledge forms are counted and the campaign report envelope is completed you should insert all the forms in the envelope and seal the envelope. Employee pledge forms and related cash and checks should be inserted in the campaign report envelope; also include Leadership givers/gift list. Call your United Way contact person to pick up the completed envelope.
Helpful Hint
Keep a notebook or file of your plans for next year.
You or your successor will be glad you did!
SAY THANKS!
"Thank You." These two simple words not only show appreciation, but also set a positive tone for year-round communications and next year’s campaign. Here are some ideas that will help you conclude your successful campaign.
• Announce company and community campaign results
• Send a thank you letter to each company contributor
• Write a thank you editorial in your company newsletter
• Sponsor a "Thank You" breakfast, luncheon, or reception for your contributors or team. This can be as simple as coffee and donuts or cake and punch.
• Distribute thank you awards, mugs, pens, buttons, etc. to campaign team and/or contributors.