| Gift Accountability We can assure you that your gift will get to where it needs to go. Our systems allow for easy tracking from the point we receive gifts to gift receipt by designated agencies. Takes Care Of The Details So You Don’t Have To • Receives pledge information (paper or electronic) from your campaign • Performs related processing services (data entry, aggregation, integration with company payroll, agency verification) • Provides national database of agencies • Enables distribution of donations to any 501(c)(3) • Provides distribution services (EFT, check writing & mailing) • Includes reporting to company and recipient organizations, and hotline services for donors with full accountability • Proven processes with 8 years of successful operations Primary Features of United eWay’s Processing & Distribution Services BASIC DISTRIBUTION • Post-campaign movement of payments against dollars pledged • Receipt of single periodic payments with subsequent payout to United Ways • Limited reporting capabilities COMPREHENSIVE PROCESSING & DISTRIBUTION • Post-campaign movement of payments against dollars pledged • Receipt and processing of paper pledge forms, checks and stock gifts • Creation of post-campaign export file(s) for upload into payroll system(s) • Periodic (monthly or quarterly or per your schedule) receipt of single payment from organization • Aggregation of all donations to specific community impact fund, service area or agency • Perform validation of designated donation recipients according to Patriot Act and IRS rules with our partner Guidestar • “Agency Research” function for designated recipients not found in United eWay Integrated Agency Catalog • Donor management and support with toll free call center operations • Create detailed donor reports to share with recipients along with payments • Apply actual pledge loss at the individual donor level - i.e. not spread across gifts • Conduct Electronic Fund Transfers for all recipients that have supplied EFT/ACH information • Create printed checks (for recipients without EFT/ACH information provided to United eWay) on monthly or quarterly basis CUSTOMER SERVICE • Full time staff are devoted to the customer service area • All donor service staff are cross-trained to allow for the highest quality responses to donor inquiries • Customer services area maintains a call log enabling the manager to track calls and information for consistency • The Customer service center is open 8:30- 5:00 EST Monday - Friday and until 8:00 p.m. EDT during the fall campaign with additional hours available per contract request AGENCY RESEARCH United eWay has partnered with GuideStar for the screening of gifts made to nonprofit organizations. This partnership enhances the efficiency and capacity of the most effective tool for conducting large national fundraising efforts. GuideStar will be contacting nonprofit organizations on behalf of United eWay to verify their status and possibly request additional information. United eWay appreciates the cooperation nonprofit organizations provide to GuideStar’s request for information. GuideStar representatives will request information that assures United eWay will be able to distribute funds to those organizations. Please note, GuideStar representatives will not request any banking or credit card information from you. United eWay is a suite of products and services built to efficiently enable community-focused impact. It’s a fully-integrated, flexible and cost effective package of products designed to meet giving and community involvement goals while maintaining the highest level of customer satisfaction and personal touch. It’s the only technology solution that combines technological expertise, community knowledge, a global presence and a commitment to mobilizing communities and improving lives. For more information about United-eWay, visit us at www.unitedeway.org or contact UnitedeWay@unitedway.org. GuideStar’s National Database of Nonprofit Organizations offers users a wealth of information about American nonprofit organizations. It is the nation’s most comprehensive source of data about U.S. charitable organizations—nonprofits the Internal Revenue Service has declared tax exempt under Section 501(c) of the U.S. Tax Code. CUSTOMER SERVICE • Full time staff are devoted to the customer service area • All donor service staff are cross-trained to allow for the highest quality responses to donor inquiries • Customer services area maintains a call log enabling the manager to track calls and information for consistency • The Customer service center is open 8:30- 5:00 EST Monday - Friday and until 8:00 p.m. EDT during the fall campaign with additional hours available per contract request |