Instructions for Completing a Campaign Report Sheet
Getting Organized
1. Check each pledge form to see that all essential information is provided
(signatures and expiration dates for credit card payments, minimum donation levels for
later billing, full titles on designations/no abbreviations) and that checks/cash match the
gift amount noted. Contact the donor if any information is missing or difficult to read.
2. For corporate gifts, be sure the company completes a corporate pledge card provided by
United Way of Pierce County.
3. Sort all contributions by payment method (payroll deduction, check/cash, credit card, or
bill later) or source (special events or corporate gift).
4. Use the Campaign Report Sheet (general) to report all individual and corporate
contributions (except those made by credit card). Use the Campaign Report Sheet
(credit card contributions only) to report credit card contributions. These sheets will be
supplied to you by United Way of Pierce County.
5. Report up to 50 contributions on a Campaign Report Sheet. (That will keep your
tabulations manageable and make it easier to bundle the pledge forms in batches.)
Recording Results
6. For employee gifts, record the number of givers using each payment method and the
total dollars contributed through that payment method.
7. For special events money, any cash or checks you receive should be tallied and recorded
as Paid.
8. For corporate gifts, checks you receive should be tallied and recorded as Paid.
Corporate gifts that are pledged but not yet paid should be recorded as Pledged.
Tabulating Results
9. Add the numbers in each column to get the total number of givers, the total dollars
pledged and the total dollars paid. Record those sums on the sheet.
10. Add the total dollars pledged and the total dollars paid to get the total contributions
represented in the batch. Enter this number on the report sheet.
11. Note: Tabulating credit card contributions is simple—record the total number of givers
contributing by credit card and the total amount of their gifts for each batch.
Submitting Results
12. Print and sign your name as the coordinator processing the batch and the date you
completed the tabulation.
'13. Put any checks or cash for the batch in an envelope provided by United Way.
14. Attach the Campaign Report Sheet securely to the pledge forms and cash/check
envelopes for that report. Batch general and credit card contributions separately.
15. Review your work with your United Way staff liaison to ensure all documents and
tabulations are in order and correct.
16. Once batches are reviewed by United Way, keep the pink copy of all sheets for your
records.
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