Account Name*
Person Visited*
Person's Title
1. Is the Organization's Profile/Fact Sheet accurate?*
YesNo - Corrections are listed below in the Comments section.
2. Will this account make a Corporate Gift?*
Yes - Pledge to be mailed/delivered to United Way.Yes - Pledge determined by employee results.No
3. Will this account conduct an Employee Campaign?*
YesNo (skip to question 9)
4. Will this account allow Payroll Deduction?
YesNo
5a. Who will be the Employee Campaign Manager?
5b. What is the Employee Campaign Manager's Title?
5c. What is the Employee Campaign Manager's Phone Number?
5d. What is the Employee Campaign Manager's E-Mail?
6. Will a Team Approach/Committee be used for the campaign?
7. Will a Group Solicitation meeting be held?
8. Will United Way Staff or an Agency Representative be invited to speak?
9. Do you feel the need to make a follow-up call on this account?*
Yes - See Comments below for explanation and timing.No - See Comments below for explanation.
10. Your name:*
11. Your E-Mail Address:
12. Date Account Visited:*
Comments Section:
