United Way

Please provide contact information for an Administrator who can view employee pledge information (Finance/HR/Payroll, etc.)

Campaign Information

Campaign Start Date:

Number of Employees:

Number of Pay Periods:

* Type of Campaign:

Paper

E-Pledge

Hybrid (Paper and E-Pledge)

Would you like to show employees their prior year gift amount?

Yes

Would you like to show employees what a percentage increase of their gift would be? If yes, choose up to 3 options:

Yes

Payroll Deductions will be paid to UBWCKR Beginning:

Payroll Deduction payments will be remitted:

Monthly

Quarterly

Semi-Annually

One Time

Does your organization have a Matching Gift Program?

Yes

If Yes, please describe:

How often will Matching Gift be paid:

Monthly

Quarterly

Semi-Annually

One Time

Does your organization give a Corporate Gift?

Yes

If yes, anticipated amount:

Who from your organization is responsible for making the Corporate Gift?

How often will Corporate Gift be paid:

Monthly

Quarterly

Semi-Annually

One Time

Pre-Printed Paper Pledge Card Questionaire

Please provide an Excel file containing the following employee information to Shreya Naseri at snaseri@uwbckr.org: 1) Required: Names and Unique Identifier (Employee ID or Home Address) 2) Preferred: Home Address, Phone Number, & Emails

When do you need your cards? (Please allow 2 weeks lead time)

How do you want your pledge cards sorted? Please number in order of preference

Other (Please Describe):

What do you want printed on your pledge cards? Select all that apply

How would you like your pledge cards delivered?

Printed and delivered in person

E-Pledge Information

If your United Way representative has contacted you about utilizing e-Pledge, please answer the questions in the box below and return to Shreya Naseri at snaseri@uwbckr.org with an Excel file containing the following employee information: 1) First, Middle, Last Name(include suffix) 2) Employee ID 3) Employee Workplace EMail (for pledge confirmations)

Please choose from the options below for how you would like employees to login to the e-Pledge site:

User ID:

Employee ID

Password:

LiveUnited

Employee ID

Case sensitive. Employees will be required to change their passwords upon first login.

Would you like United Way to facilitate the sending of e-Pledge emails?

Yes

If yes, choose which emails you would like United Way to send:

Initial Campaign Start Email

Mid Campaign Reminder Email

Last Chance Reminder Email

CEO's/ECM's Name to be used in emails:

Please select which Payment Options you would like to offer for employee fully paid gifts (Check all that apply, payroll and credit card are default):

Campaign Setup-2021

Contact Information

Campaign Information

Payment Information

Pre-Printed Paper Pledge Card Questionaire

How do you want your pledge cards sorted? Please number in order of preference

What do you want printed on your pledge cards? Select all that apply

How would you like your pledge cards delivered?

E-Pledge Information

Please choose from the options below for how you would like employees to login to the e-Pledge site:

Emails:

Pledge Options:

Additional Notes: