United eWay Solution

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United e-Way Solution
FIGHTING POVERTY IN L.A. THE UNITED WAY JOIN US
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Introduction to United e-Way

• What is United e-Way?
• An online pledging system for charitable giving
  in the workplace
• A user-friendly application in a secure, internet
  environment
• It automates many of the administrative and
  managerial tasks of a paper campaign

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Introduction to United e-Way

• United e-Way offers a highly customized website
• Its available from any web browser
• It can include a tailored greeting or letter of
  endorsement
• There are optional audio, video, and text
  features
• It can include a calendar of events (for
  kickoffs, rallies, volunteer projects, etc.)
• It offers links to local United Way websites
• It provides information on campaign progress,
  Leadership Giving, and available matching gifts

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4 Easy Steps

• Step 1 Pledge Information
• Step 2 Donor Information
• Step 3 Review Information
• Step 4 Complete

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Selecting a gift type

• United e-Way offers many options for giving,
  including

• Payroll deduction
• Credit Card
• Debit Card
• Check
• Stock
• Gifts by Credit Card and Debit Card are made in
  real time.

All gifts are secured through VeriSign
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Making a Donation

• Payroll deduction gifts can be made based on
  criteria set by your company
• Dollar amount per pay period
• Percent of annual salary
• Hours pay per month
• For other gift types, simply enter a total annual
  gift amount
• Prompts for are available for Leadership and
  Matched gifts

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Investing Your Contribution

• Donors direct by percentage where they want their
  gift to be invested
• Local community fund
• Priority and Restricted Fund areas
• Designation to affiliated and non-affiliated
  charities

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Verifying Gift and Personal Data

• This step allows donors to verify their gift
  amount and current personal information prior to
  submitting their gift

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Confirmation Thank You

• Upon submitting a donation, donors receive a
  printable confirmation of their gift for their
  records
• An electronic, dynamic Thank You is also sent
  automatically to the donor upon submission of the
  gift

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Campaign Administration Management

• United e-Way offers
• More efficient campaign management and
  administration
• Easy file exchange between H.R., Payroll, United
  e-Way, and local United Ways
• User-level security for shared campaign
  management, but protected employee privacy
• Localized customization, with centralized
  national management
• Ability to be highly customized to your campaign
  and company

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Automated Reports

• Many of the traditional campaign reports are
  automated and available for campaign staff with
  appropriate security access
• Campaign summary reports
• Leadership Levels and Matching Gifts
• Designations and Negative Designations
• Custom reports can also be created for campaign
  managers