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Employee Campaign Manager (ECM) Checklist
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- Make sure all pledge sheets are signed.
- Give the top (white) copy of each pledge sheet to United Way, the middle (yellow) copy to your payroll department, and the bottom (pink) copy to the donor.
- Make sure a “total gift” amount is listed on each pledge sheet.
- If possible, attach a spreadsheet of givers and payment method.
- Please don’t staple cash or checks to pledge sheets.
- If you held a special event that raised cash, please either give us a check for the full amount or convert any coins to currency. It’s awkward for us to work with coins.
- For leadership givers ($500 or more), please make sure they indicated how they would like to be recognized in the space provided on the pledge sheet.
- For designation requests, please make sure they are requests we can honor – either a partner agency (listed on the brochure), or another 501(c)3 organization.
- Please completely fill out the campaign envelope.
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