Fluor Canada Ltd. employees celebrate their achievement during their 2017 employee giving campaign wrap-up eventFluor Canada Ltd. employees celebrate their achievement during their 2017 employee giving campaign wrap-up event

Use the forms, templates, and information on this page to successfully receive donations to support your workplace campaign.


Ways to donate

Pledge forms

These are the most popular paper forms. If you’re looking for another pledge form, please see our specialized donation forms below.

Donation Pledge Form

PLEDGE FORMS

Donation forms

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Use as a desk drop to help people invest in social change for our community

General Pledge Form – For gifts of any amount from an individual

Corporate Pledge Form – For gifts from companies, organizations, and other businesses

Payroll donations

Giving through payroll deductions is the most convenient way to donate. Payroll deductions benefit employees by allowing donations to be spread throughout the year. Learn how to set up payroll deductions for your workplace.

 

Online giving

Go paperless with our online workplace giving tools! A personalized link is emailed to your co-workers, linking to our online system where they can choose the donation method that works best for them. If you’re interested in using the online system, take a look at these frequently asked questions or contact your campaign manager.

 

Investment levels

Learn more about our different investment levels and how you can make an impact.

Core Giving  Leadership Giving  Major Giving

 

Specialized donation forms

These donation forms are specific for donor needs. Please contact your campaign manager if you have any questions about them.

 

Donor choice policies

United Way offers this added service to donors, giving them the option to designate any part of their donation to a registered Canadian charity. A $12 processing fee is subtracted for each designation to cover the cost associated with designating your gift. This allows United Way to remain focused on making a measurable difference in our community.


Tax benefits & receipts

Donations qualify for great tax benefits. See what it costs per pay, after tax incentives, to make an impact. For more information about tax credits, visit the CRA website.

 

Tax Benefits

TAX BENEFITS

Information on valuable charitable tax credits.

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Share this information via email or in meetings with executives, ambassadors, your committee, and anyone who is interested in learning more about tax credits.

Special event tax receipt request forms

These forms help record donations from your event and ensure United Way has the required information to issue tax receipts where applicable under the CRA guidelines. Please read through our Special Event Tax Receipt and Guidelines to determine which form to use. If you have any questions, please contact your campaign manager.


Impact of your gift

 

Annual Impact Report and Report Summary

ANNUAL IMPACT REPORT

Report that explains the impact United Way has had in the community over the past year

Summary report

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Helps co-workers understand the impact of their contributions in the community

Impact Calculator

IMPACT CALCULATOR

Provides examples of the impact that can be made when donating from $25-$1,500,000

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Send link to calculator via email to employees, or feature at an ambassador training session


Agency Map

AGENCY MAP

Geographical map of our funded investments in the community

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Share this information via email or in meetings with executives, ambassadors, your committee, and anyone who is interested in learning more. Complement this map with the United Way Investments one-pager

One Pagers including Affinity Groups, Frequently Asked Questions, Investment of Donor Dollars, United Way Investments

ONE PAGERS: AFFINITY GROUPS, FAQ, INVESTMENT OF DONOR DOLLARS, UNITED WAY INVESTMENTS

Supporting information related to United Way’s partner agencies, campaign engagement, FAQ, and more

AUDIENCE: Anyone in your workplace

HOW TO USE IT: Share this information via email or in meetings with executives, ambassadors, your committee, and anyone who is interested in learning more about United Way

Saying thank you

After your campaign ends, share your results with your staff. Communicate your totals and share how that will improve lives for Calgarians. Thank everyone who contributed both financially and as a volunteer.

 

Thank You Certificate Template

THANK YOU CERTIFICATE TEMPLATE

Template to distribute to volunteers

AUDIENCE: Employee Campaign Coordinator (ECC)

HOW TO USE IT: Customize this template and thank committee and ambassadors for helping run a successful campaign

Campaign Thank You Email Template

THANK YOU LETTER TEMPLATE

Letter template to distribute to volunteers

AUDIENCE: Workplace volunteers

HOW TO USE IT: Customize this letter and thank committee and ambassadors for helping run a successful campaign