PECSF Campaign Reporting Participation and Pledge Statistics - PowerPoint PPT Presentation

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PECSF Campaign Reporting Participation and Pledge Statistics

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You will receive a spreadsheet of who PSA thinks are working with you in ... All fundraising documents (bank deposit slips, fundraising forms, gaming forms) ... – PowerPoint PPT presentation

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Title: PECSF Campaign Reporting Participation and Pledge Statistics


1
PECSF Campaign ReportingParticipation and Pledge
Statistics
2
The stuff that needs to get done
  • Track who has pledged
  • Track fundraising activity
  • Determining your Ministry results and stats
  • Ensure PSA has a record of all your activities

3
How youre going to track whos pledged
  • You will receive a spreadsheet of who PSA thinks
    are working with you in your region
  • You or your stats person will split the list into
    appropriate work units or work groups (this is
    called the AB Form)
  • You will send each canvasser a list of employees
    they are responsible for canvassing (canvassers
    need to verify the information is accurate)
  • Canvassers will use this spreadsheet to track who
    has pledged

4
The AB Form
  • Pretty obvious what needs to be done
  • Canvassers are responsible for completing this
    form
  • How do they know who has pledged?

5
1. Bi-weekly pledge spreadsheets
2. Manual pledges (cash, cheques, written pledges)
6
Determining your Ministry results and stats
  • At the end of the campaign you need to complete a
    summary workbook of your fundraising (this is the
    C Form)
  • The are two parts to the workbook
  • Part 1 Pledge tracking (divided into workgroups)
  • Part 2 Fundraising and gaming events
  • It is up to you to ensure that PSA has accurate
    stats for participation and your fundraising

7
Form C Part 1
  • The data comes from the AB forms
  • Dont worry about the dollars
  • This form tells PSA your participation percentage

8
Tracking fundraising
  • You need to record contributions from fundraising
    events with fundraising and gaming forms
    (available on the website)
  • You or the event organizers deposits funds into
    one of two accounts at Coast Capital
  • Gaming 14-162974
  • Fundraising 14-2336040
  • Bank account numbers are on the gaming and
    fundraising forms
  • You need to reconcile these forms with bank
    deposits
  • At the end of the Campaign you need to fill in
    Part 2 of Form C which summarizes all of your
    fundraising activity

9
Form C Part Two
  • One event one line
  • You need to track every event in your region
  • Bank account numbers are on the gaming and
    fundraising forms
  • Gaming 14-162974
  • Fundraising 14-2336040

10
Send PSA your stuff
  • The dedicated people at the PSA need some very
    important information from you
  • The AB Form lists of who pledged in your
    Ministry
  • The C Form
  • The rolled up list of participation levels for
    each of your work units
  • A consolidated list of all the fundraising and
    gaming events that your Ministry conducted
  • All fundraising documents (bank deposit slips,
    fundraising forms, gaming forms)
  • A list of everyone you want thanked for their
    efforts

11
Good Luck!
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