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Pledge Card Check completeness & legibility of donor information.

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Presentation on theme: "Pledge Card Check completeness & legibility of donor information."— Presentation transcript:

1 Pledge Card Check completeness & legibility of donor information

2 Pledge Card  Check Military or Civilian X or √

3  Payroll Allotment Pledge Military or Civilian X or √ Pledge Card

4 Pledge Card Make sure the check box is filled in:  Check X or √

5 Pledge Card Total Gift Please use exact amount. Example: Under Amount (military) $83.34 was entered. Times 12 equals $ If this number is rounded off to $ , please contact donor then change to the correct amount Common Pledge Errors

6 Pledge Card Total Gift = Annual Amount Check Amount = Annual Amount Cash Amount = Annual Amount

7 Pledge Card Total Gift = Annual Amount If the annual amount does not match the total gift, contact the donor; donor must initial any changes Common Pledge Errors

8 Pledge Card Monthly gift is listed as the annual gift - when specifying multiple charity gifts fill in the ANNUAL AMOUNT. Common Pledge Errors

9 Pledge Card Designation to an invalid agency code. Pledges can only be made to agencies listed in this region’s brochure. Common Pledge Errors

10 Pledge Card In accordance with the IG auditors, keyworkers must reject a changed/erroneous form and ask the donor to submit a corrected form. Common Pledge Errors

11 Pledge Card Illegible. If it is unreadable, the pledge may not be processed correctly. Common Pledge Errors

12 Pledge Card Form isn’t signed - payroll deduction can not be authorized if the form isn’t signed. Common Pledge Errors

13 Pledge Card Social Security Number is not provided – payroll deduction can not be authorized without the SSN. (USPS Employees may provide their Employee ID #) Common Pledge Errors

14 Pledge Card Choice of Gift not specified OR Both Gifts Specified OR BOTH the Decline and Gift Box are checked. Common Pledge Errors

15 Pledge Card Donor Information Release Any information entered is released If Release my name…but no address is added, do not add any address into the program. This means they only want their names released. Donor may release amount of pledge to charity(ies) by checking box next to conscent

16 Campaign Turn – In Process

17 Campaign Materials Pledge Envelope Page 12 KW Guide

18 Questions ?


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