Pledge Cards and Envelopes Campaign Managers’ Toolbox 2012

The Pledge Card Most companies use the standard United Way pledge card. If your organization has requested it, the pledge cards can be preprinted with donor information. Pre-printed pledge cards require a two week turnaround. We require a spreadsheet with: Prefix First name, last name and middle initial Unique identifier In order to minimize duplicates accounts in our database and errors, the more information (address, email) the more we have to match the donor if they already exist in our database. Dorene Nowatzke 123 Main Street Anywhere, Ohio 12345 12345 Most of your campaigns will use the standard United Way pledge card. April 25, 2017 2

My Information To get to know our donors as best as possible, we need all information completed. Please use black or blue ink only. Please print. Please encourage email address capture. April 25, 2017 3

Annual Gift Five ways to give: For payroll deduction: Remember: * Payroll deduction * Cash/check *Credit/debit card *Bill me *Stocks For payroll deduction: * Be sure to include amount per pay in Step 3, not entire gift. Mark number of pay periods. Remember: * Credit card - correct number of digits and expiration date * Frequency of billing * Stocks can still be pledged using the form. April 25, 2017 4

Community Investment (back of pledge card) Three ways to designate a gift: A - Undirected gift to United Way B - Focus Area C - United Way program, affinity group, or local 501(c)3 health and human service April 25, 2017 5

Community Investment, cont’d. Other designations: United Way programs and services are now listed online. They should be written on the front of the pledge card “write in” using the appropriate space. United Way has an open designation policy. We accept any designation to a local 501(c)3 health and human service agency. If this option is chosen, we request a city and state to help identify the organization. April 25, 2017 6

Envelopes April 25, 2017 7

Payroll Envelope If your company information is not included on a label, please update where indicated. Complete all information: number of payroll donors, amount of payroll gift. Please complete the verification questions. United Way must have a signature from company representative on the envelope front before it can be opened and processed. April 25, 2017 8

Special note Please make a copy of all payroll pledge cards. Donors should also make a copy of their pledge cards. Tax implications United Way of Greater Toledo does not provide tax receipts for gifts made through payroll deduction. The IRS requires a copy of the pledge card for income tax purposes. Please make a copy of the envelope for your records. April 25, 2017 9

Non-payroll Envelopes These envelopes (green ink) are for all non-payroll gifts: Corporate gift Special events Employee gifts of cash, check, credit/debit, or direct bill If payment is enclosed, the total must be written in that column. There must also be an amount in the pledged column – it can be greater than payment enclosed. Subtotal line is for the employee gifts. Total gifts is for all three categories. Please get a signature from your CEO if a corporate gift is included. April 25, 2017 10

Thank you