Handling Paper Pledge Protocol

Although giving online is easier than ever, some donors may still prefer to give using a paper pledge form. If so, they can mail their completed pledge directly to the CFC Processing Center at P.O. Box 7820 Madison, WI 53707-7820. Alternatively, forms can be submitted directly to the department or agency’s Campaign Manager. If pledge forms are submitted to Keyworkers directly, they must be stored in a secure location until they are able to be delivered to the Campaign Manager. 

Agency Campaign Coordinators/Managers

  1. Review all pledge forms submitted by keyworkers, checking for common pledge form errors listed below.
  2. Download and complete the Campaign Summary Form (post the form)
  3. The amount on the form should reconcile with the pledge forms included in the envelope.
  4. Make a copy of the form for your records. Note the date mailed
  5. Send the package using a return envelope provided with your campaign supplies.

2017 Report Summary Form - Zone 31

 

Common Pledge Form Errors

  • Illegible
  • Total gift and charity designation amounts are not the same
  • Funds are undesignated (all funds must be designated using a 5-digit charity code)
  • Reporting unit name/number is missing (reporting unit name/number should be written under "Your Office")
  • Authorizations portion is NOT signed 
  • Social Security number is missing for a payroll deduction pledge (Social Security numbers are only needed for payroll deduction)