Reporting Tools

REPORTING TOOLS
Tracking and reporting your campaign results allows your company and donors to get deserved recognition for their generosity and hard work. It also helps you analyze areas of success and opportunities for growth for future campaigns. Below are some general tips to help you report and track your results.

DOWNLOADABLE REPORTS:
  • Reporting Envelope: You should have received a reporting envelope in your packet of campaign materials. If you do not have it or need another one, download this form to calculate and track your campaign results. HERE

5 STEPS OF REPORTING

Step 1: Collect
  • Make sure all pledge cards are turned in. Send a reminder e-mail or ask each department head to check with employees.
  • It helps to ask ALL employees to turn in their pledge forms regardless of whether they are choosing to give or not. This helps you know that everyone has had the chance to give, if they so choose.

Step 2: Count
  • Know the number of donors and amounts raised in each of the following categories: cash, check, credit card, direct bill and payroll deduction.
  • Don’t forget to include any special event dollars you may have or your corporate donation, if applicable.

Step 3: Complete
  • Make sure to make a copy of any payroll deduction gifts and turn those into your payroll department.
  • Enter your campaign totals on the reporting envelope. You can also download a PDF of the form (above) if you need additional copies.

Step 4: Contact
  • Contact your United Way campaign representative or call (330) 491-9986 to let us know you are done. We will come pick up your paperwork. Please don’t send cash through the mail!
  • Are you stuck somewhere? Contact your United Way representative. We are happy to help!

Step 5: Celebrate
  • Congratulations! You should feel great about helping our region. As a Campaign Coordinator, you are truly making a difference.