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2023 LE Summary Notes
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Company name:
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Account Number:
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Confirm Account Number:
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LE Name:
Was there CEO or management support?
Yes
No
If no, why?
Did the company establish a goal?
Yes
No
What type of goal was established (participation, dollar amount, etc.)?
What was the goal amount?
If no, why?
Was there a corporate match?
Yes
No
What was it?
How were United Way representatives involved in campaign:
Spoke at meetings
Spoke at leadership meeting
Worked to promote best practices
Was part of the team's planning efforts
Attended a coordinator meeting?
Pledge method:
Traditional pledge forms
E-pledge
Company's internal e-pledge
Company designed pledge forms
Other, explain:
Did they host employee meetings?
Yes
No
How many?
When?
Who spoke?
Dress?
If no, why?
Did they host a separate leadership meeting?
Yes
No
How many?
When?
Who spoke?
Did they do the following:
Attend coordinator training
Hold kickoff event
Utilize campaign materials/processes
Provide a corporate match
Participate in volunteer projects
Attend agency tours
Have an agency speaker
Recognize Diamond Donors
Promote Young Philanthropists
Engage Tocqueville donors
Solicit or include retirees
Hold special event
Implement a thank you event or process
Other
Was the company interested in:
UW initiatives
Bold Goals
Partner agencies
Other
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What did you consider your biggest success?
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What did you consider your biggest challenge?
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What would you suggest next year's LE focus on for improvement?
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Is there anything that United Way staff needs to follow up on? With who? When?
Did you write a thank you note?
Yes
No
Company changes
All information is accurate in Andar
Yes
No
Company Name:
Number of Employees:
Phone Number:
CEO Name:
Company Address:
Coordinator or contact name:
How long have they served as coordinator?
Coordinator Email:
Did you give the company a community partner cling?
Yes
No
N/A
Items marked with an asterisk(*) are required
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