LA SCCC Reporting Checklist:
Now that you have conducted an effective campaign, use this checklist to ensure you properly report your results. This is an important phase of a successful campaign. With your help, contributions will be appropriately processed, payroll deductions will be timely and donors will receive the accurate tax acknowledgments.
Verify every pledge form is completed in full. (see sample at bottom of page)
Check each pledge form for at least one designation and a signature by donor.
Pledge forms missing this information will be returned to coordinators to be completed.
Ensure that your report envelope only includes paper pledge forms.
Do not include online giving in your results.
All contributions made online will be managed and reported by PCFO.
To get an update of online giving for your department/agency, please call (225) 218-2613.
Tabulate special event/fundraiser revenue and ensure your totals are accurate on the
campaign report envelope.
Keep in mind that special event/fundraiser revenue cannot be designated.
Convert all cash received into a check or money order.
Confirm that all checks or money orders are made payable to the Louisiana Association of United Ways or LAUW.
Checks that are miswritten will be sent back to the coordinators for correction.
Calculate your report totals and have another committee member proof your campaign report envelope to ensure accuracy.
Make 3 additional copies of every pledge form and distribute:
1. Give a copy to each donor individually.
2. Send a copy of each payroll deduction pledge form to your department's payroll office.
3. Retain a copy of the campaign report envelope and all pledge forms for your file.
Enclose all pledge forms and checks/money orders, seal envelope and submit to OSUP by the deadlines listed below:
- Pledge Forms and Online Donations are due by October 31, 2019
- All other special event/fundraiser revenue due by December 2, 2019
Mail: Office of State Uniform Payroll - P.O. Box 94095 - Baton Rouge, LA 70804-9095
Deliver: Office of State Uniform Payroll - 1201 North Third Street - Claiborne Bldg., Ste. 3-210 - Baton Rouge, LA 70802
Call (225) 218-2613 or e-mail firstname.lastname@example.org if you have any questions or concerns.
Sample of a Completed Pledge Form: