Use our easy Report Envelope Excel form to calculate your totals.
Print and attach form to the front of your envelope when ready to submit.
Steps to Submit
Step 1: Collect
- Make sure all pledge forms are turned in. Send a reminder e-mail or ask each department head to check with employees.
Step 2: Count
- Know the number of donors and amounts raised in each of the following categories: payroll deduction, other employee contributions (cash, check, credit card, direct bill, stock), special events and corporate gifts.
- Use the Report Envelope Excel Form to calculate.
Step 3: Complete
- Copy all payroll pledge forms and submit them to your Payroll Department to set up deductions. Original forms should be submitted to United Way.
- Keep each employee’s pledge form and corresponding check or cash paper clipped together (no staples).
- Fill out the front of your Report Envelope or attach printout of Report Envelope Excel Form.
Step 4: Contact
- Reach out to your United Way account manager and we’ll come pick up your envelope.
Step 5: Celebrate
- Congratulations! You should feel great about helping our region. As an Ambassador, you are truly making a difference.
Questions? Contact your United Way account manager or Pledge Processing at 414.267.8408 or via email.