Campaign Planning Survey

Thank you for supporting United Way with your company fundraising campaign!

We want your campaign to be a big success. To prepare for maximum impact, this Campaign Planning Survey should be completed and submitted to United Way at least six weeks prior to your campaign kickoff. This is the required technical information to set up your ePledge campaign.

If you have any questions, we are here to help. Email support@unitedway-bfco.com, or call 509-783-4102.

Company Coordinator Contact
Contact information for the person in your company who will be running the campaign.
Company IT Contact
Contact information for the person in your company who will support the technical implementation of ePledge. This is typically the person or company who supports your internal network (email, computers, servers, etc.).
Key Dates and Numbers
Due at least six weeks prior to campaign start date.
Preferred date to send out campaign kickoff emails.
Preferred date to close your active campaign. If you would like to keep ePledge open beyond your active campaign dates, let us know so we can make the proper arrangements.
$
Do not include Special Events or Corporate donations in this goal.
Payment Options
Payment types offered: Payroll Deduction, Credit Card, Bill Me, and No Gift. At least one payment type must be offered.
YesNo
Payroll deduction Minimum $1 per pay period or $20 total gift, whichever is higher.
Credit card Minimum $25 total gift.
Bill me Minimum $25 total gift.
If offering payroll deduction as a payment type, specify start date of deductions.
If offering payroll deduction as a payment type, specify number of pay periods in the year.
Data File Upload Details
Select and provide the following information about each employee in Excel or CSV spreadsheet format. This information is due to United Way at least 6 weeks prior to your campaign start date. Email the Excel or CSV file to support@unitedway-bfco.com, or upload the file directly to our secure server at the end of this survey.
YesNo
Employee ID (not SSN) Required to match ePledge reports with your payroll system.
Email address Required to create a unique login and provide donation receipt.
Name (First, M., Last) Required to identify and acknowledge employee.
Pay periods per year Required to match ePledge reports with your payroll system.
Work ZIP code Required IF multiple locations are "Yes"
Home address Optional. Used to send United Way event invites, thank you letters, etc.
Gender Optional. Used to tailor our communications to individuals.
Birthdate Optional. Used to tailor our communications to individuals.
File Upload
Upload your employee data file here.Or, email the files to support@unitedway-bfco.com.
Files must be less than 10 MB.
Allowed file types: xls xlsx.