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The Paper Pledge Form Video Tutorial. Welcome! We appreciate YOU!!!!! We appreciate YOU!!!!! This video is a guide This video is a guide Submit Review.

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Presentation on theme: "The Paper Pledge Form Video Tutorial. Welcome! We appreciate YOU!!!!! We appreciate YOU!!!!! This video is a guide This video is a guide Submit Review."— Presentation transcript:

1 The Paper Pledge Form Video Tutorial

2 Welcome! We appreciate YOU!!!!! We appreciate YOU!!!!! This video is a guide This video is a guide Submit Review Questionnaire to show completion Submit Review Questionnaire to show completion

3 Paper Form Will be available at each workstation Will be available at each workstation Covers basics of taking a pledge Covers basics of taking a pledge Can be used instead of a computer Can be used instead of a computer NEED TO USE FOR NEED TO USE FOR –Changes with existing pledges –If something about a pledge needs clarification –If you’re JUST not SURE. –If you’re JUST not SURE.

4 Parts of the Form Contact Information Contact Information Gift Information Gift Information Pledge Payment Options Pledge Payment Options Day Sponsorship Day Sponsorship Transaction / Pledge Comments Transaction / Pledge Comments

5 Contact Information MOST IMPORTANT part of a pledge MOST IMPORTANT part of a pledge Confirm spelling of EVERYTHING back to donor before hanging up Confirm spelling of EVERYTHING back to donor before hanging up If there are any mistakes here, it’s not likely that the pledge will be completed. If there are any mistakes here, it’s not likely that the pledge will be completed.

6 Contact Information 2 other questions 2 other questions Simply check ONE box for each question Simply check ONE box for each question The donor doesn’t have to answer, but we need to ask. The donor doesn’t have to answer, but we need to ask.

7 Gift Information Types of giving: Types of giving: –Dollar A Day ($35 per month) –Club 93 ($93 per month) –Any other single gift –Any other monthly gift Frequency of Giving: Frequency of Giving: –Single Gift –Monthly Gift

8 Pledge Payment Options MAIL IN (Check, Cash, Money Order) MAIL IN (Check, Cash, Money Order) Credit Card Credit Card EFT (Electronic Funds Transfer) from bank account EFT (Electronic Funds Transfer) from bank account

9 Mail In Gifts No other payment information is needed No other payment information is needed Ask the question Ask the question

10 Credit Card Pledges Credit Card Information Is Needed Credit Card Information Is Needed Credit Card Type Credit Card Type FULL Card # (READ BACK) FULL Card # (READ BACK) Expiration Dates Expiration Dates Ongoing/Autopledge Ongoing/Autopledge You DON’T have to ask the question… You DON’T have to ask the question…

11 EFT Pledges Account Information is needed (found on check) Account Information is needed (found on check) Routing Number Routing Number Account Number Account Number Account Type (C=check; S=Savings) Account Type (C=check; S=Savings) Ongoing/Autopledge Ongoing/Autopledge You DON’T have to ask the question… You DON’T have to ask the question…

12 Day Sponsorships For CLUB 93 giving levels or higher For CLUB 93 giving levels or higher This doesn’t guarantee a date… This doesn’t guarantee a date… A Staff member will call/ them after to confirm their date and set up their message. A Staff member will call/ them after to confirm their date and set up their message.

13 Transaction / Pledge Comments Not for Prayer Requests (separate pad) Not for Prayer Requests (separate pad) You can communicate to US through this You can communicate to US through this Clarify anything that you feel we need to know that is out of the ordinary. Clarify anything that you feel we need to know that is out of the ordinary. Example: Increase/Decrease pledge Example: Increase/Decrease pledge

14 Closing THANK THEM! THANK THEM! Take down any prayer requests Take down any prayer requests Hang up the phone Hang up the phone

15 COMPLETE This completes the video tutorial for using the Paper Pledge Form. If you have any questions, please contact Sheryl Spitler or Rebecca Palmatier. (513) Make sure to complete the online review!


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