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The Paper Pledge Form

The Paper Pledge Form. Video Tutorial. Welcome!. We appreciate YOU!!!!! This video is a guide Submit Review Questionnaire to show completion. Paper Form. Will be available at each workstation Covers basics of taking a pledge Can be used instead of a computer NEED TO USE FOR

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The Paper Pledge Form

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  1. The Paper Pledge Form Video Tutorial

  2. Welcome! • We appreciate YOU!!!!! • This video is a guide • Submit Review Questionnaire to show completion

  3. Paper Form • Will be available at each workstation • Covers basics of taking a pledge • Can be used instead of a computer • NEED TO USE FOR • Changes with existing pledges • If something about a pledge needs clarification • If you’re JUST not SURE. 

  4. Parts of the Form • Contact Information • Gift Information • Pledge Payment Options • Day Sponsorship • Transaction / Pledge Comments

  5. Contact Information • MOST IMPORTANT part of a pledge • Confirm spelling of EVERYTHING back to donor before hanging up • If there are any mistakes here, it’s not likely that the pledge will be completed.

  6. Contact Information • 2 other questions • Simply check ONE box for each question • The donor doesn’t have to answer, but we need to ask.

  7. Gift Information • Types of giving: • Dollar A Day ($35 per month) • Club 93 ($93 per month) • Any other single gift • Any other monthly gift • Frequency of Giving: • Single Gift • Monthly Gift

  8. Pledge Payment Options • MAIL IN (Check, Cash, Money Order) • Credit Card • EFT (Electronic Funds Transfer) from bank account

  9. Mail In Gifts • No other payment information is needed • Ask the question

  10. Credit Card Pledges • Credit Card Information Is Needed • Credit Card Type • FULL Card # (READ BACK) • Expiration Dates • Ongoing/Autopledge • You DON’T have to ask the question…

  11. EFT Pledges • Account Information is needed (found on check) • Routing Number • Account Number • Account Type (C=check; S=Savings) • Ongoing/Autopledge • You DON’T have to ask the question…

  12. Day Sponsorships • For CLUB 93 giving levels or higher • This doesn’t guarantee a date… • A Staff member will call/email them after to confirm their date and set up their message.

  13. Transaction / Pledge Comments • Not for Prayer Requests (separate pad) • You can communicate to US through this • Clarify anything that you feel we need to know that is out of the ordinary. • Example: Increase/Decrease pledge

  14. Closing • THANK THEM!  • Take down any prayer requests • Hang up the phone 

  15. COMPLETE This completes the video tutorial for using the Paper Pledge Form. If you have any questions, please contact Sheryl Spitler or Rebecca Palmatier. (513) 542-9259 Make sure to complete the online review!

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