Handling Paper Pledges

Icon of paper pledge form and penAlthough giving online is easier than ever, some donors prefer to give using a paper pledge form. If so, they can submit forms directly to their Keyworker or Campaign Manager. If pledge forms are submitted to Keyworkers, they must be stored in a secure location until they can to be delivered to the Campaign Manager/Coordinator. Forms should be reviewed for legibility, details, and calculation of the charity allocations.

To submit pledge forms, Campaign Managers/Coordinators should download and complete the CFC Pledge Report Summary. After proofing and reviewing the pledges for errors, common or otherwise (see below for examples), enclose the Pledge Report Summary and the completed paper pledge forms in the Pledge Report Envelope and mail to the CFC Processing Center. Official government mail may be used to send paper pledge forms.

Campaign Managers/Coordinators should mail all completed pledges to the CFC Processing Center at P.O. Box 7820 Madison, WI 53707-7820.

  • Reporting Envelope
  • Reporting Form

Donors who wish to submit a confidential pledge may insert their pledge form in a plain white envelope and write "confidential" on the outside. Campaign workers should not open these envelopes, but rather submit them straight to the CCA processing center. NOTE: Donors may mail their pledge directly to the CCA themselves and, if requested, be provided with the processing center mailing address.

COMMON PLEDGE FORM ERRORS

Having donors submit their paper pledge form to a campaign worker allows for a review for common pledge form errors. All required fields (marked with an asterisk *) must be completed. Pledge forms missing required information will experience processing delays and/or potentially will not be able to be processed.

Image of the pledge form with each section marked A - GThe most common pledge form errors:

A. CFC unit code and the ZIP code for your unit/office are not correct

B. Reporting unit information (Department, Agency, Office) is missing or incorrect

C. Social Security number is required for a payroll deduction pledge (can be left blank for a one-time check pledge)

D. Total gift and charity designation amounts should match

E. Authorization portion must be signed

F. Funds must be designated using a 5-digit charity code (undesignated pledges are not accepted)

G. The information release section is optional - leaving it blank is an anonymous gift to the charities

 

SUBMITTING PAPER PLEDGES VIDEO

Read the campaign video transcript here.

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