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AT&T Employee Giving Campaign How-To Guide

Employee Giving

Campaign How-To Guide



How To: Setup Your Pledge(s)

Table of Contents Click on the “How To” Section you would like to jump to.

How To: Renew Past Pledges

How To: Adjust Recognition Preferences

How To: Cancel Pledges and/or Opt Out

How To: Confirm and Finish Campaign Pledge(s)

How To: Download Paper Pledge Form

New Payroll Deduction Pledge

New Credit Card Pledge

Renew an Individual Pledge

Renew All pledges

Record Offline Donation Pledge



How To: Setup Your Pledge(s) From the Giving Campaign pledge page, you are able to make a new

recurring payroll deduction pledge and/or make a new credit card pledge.

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Welcome to the AT&T Employee

Giving Campaign! Learn about the

program page and begin recording

your pledges.

1. Click “Get Started”





From the Giving Campaign pledge

summary page, you are able to make

a new one–time or recurring payroll

deduction pledge, as well as view

your past and new pledges.

1. Under Step 1, click on

“New Payroll Deduction Pledge”




1. Select an organization from

your favorites

OR

Search for the organization

using the charity search tool





2. Select the frequency:

One-Time: Deduction taken

out of your first paycheck in

March 2014

Recurring: Donation taken out

of each paycheck in 2014

3. Specify an amount:

Dollar Amount

Salary percentage: You can

view the salary dollar amount

after scheduling the pledge





4. Select a

Designation(optional) to

designate donation to a

specific project or cause.

5. Click “Add Pledge”


TIP

If making a designation to a United

Way charity, you can type

designation within the text field or

select from Education, Health or

Income.

If making a designation to a charity

outside of United Way, you can type

designation within the text field only.




1. Click on “Credit Card Pledge”



summary page, you are able to make

a new credit card pledge, as well as

view your past and new pledges.






your favorites

OR






2. Enter the donation amount ($10.00 minimum)

3. Select a Designation(optional)

to designate donation to a

specific project or cause.



Note: There is a Credit Card processing and credit card fee of 4.75% that you, the donor, will cover.




1. Click on “Offline Pledge”


summary page, you are able to

record and offline pledge, as well as

view your past and new pledges.





1. Select the type of offline

donation you would like to

record.

Stock or Check donation





2. Enter the Donation Amount ($10.00 minimum)

3. Enter the Donation Date.


Note: Checks must be sent to our processing partner, YOURCAUSE, LLC.

with a paper pledge form.

2508 Highlander Way Suite 210 Carrollton, TX 75006





your favorites

OR







How To: Renew Past Pledges From the Giving Campaign pledge page, you are able to make a new

recurring payroll deduction pledge and/or make a new credit card pledge.


Renew All Pledges

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1. Click “Renew” from last year’s

pledges


From the giving campaign pledge


review the previous year’s pledges

and renew individual pledges.




2. Place a Check Mark next to

the pledge you would like to

renew

3. Use the dropdown menu to

increase your donation

amount (optional) – The new

pledge increase will appear

under New Amount

4. Click “Submit”


When you renew a pledge, the

newest pledge will be listed under

“New Pledges” on the Campaign

summary page.






renew all past pledges.

Renew All Pledges

1. Click on “Renew Past

Pledges”




Renew All Pledges

2. Use the dropdown menu to

increase your donation

amount (optional) – The new

pledge increase will appear

under New Amount

3. Click “Submit”

When you renew a pledge, the

newest pledge will be listed under

“New Pledges” on the Campaign

summary page.



How To: Checkout



How To: Checkout Once you have set up all your new campaign pledges, you can now finalize

and ‘Checkout.’ You may then select your recognition preferences. This

controls the information you share with charities you donate to. Users will

also be able to enter the donation details for new credit card pledges.

If you wish to edit your new pledges, you may do so until October 21st.

After this date, you must contact [email protected] to edit

pledges for the following year.

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mailto:[email protected]





How To: Checkout

From the Pledge Summary page,

you are able to finalize your new

pledges and adjust recognition

preferences by checking out.

1. Click on “Checkout” when the

button is green



How To: Checkout

2. Select your recognition

preference you would like to

organization to receive

3. Enter your Recognition

Name (if applicable)

4. Select if you would like to

receive communication from

United Way regarding your

donations

5. Enter your Personal Email (optional)

6. Select the year you became

a loyal contributor to the

United Way – N/A is also

available



How To: Checkout

8. Review your pledge

information

9. Click “Submit Pledges”



How To: Checkout

If you are finished with your

pledges, click “I’m Finished.

Sign Out.”

If you would like to make

additional pledges or review the

pledges made, click “Start

Again”



How To: Download Paper Pledge Form



How To: Download Paper Pledge Forms If you would rather submit this year’s pledge via paper form, you are able

to download the form directly from the campaign page.

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How To: Download Paper Pledge Forms


page, you are able to download

paper pledge form as an alternative

to submitting online.

1. Click “Get Started” to reach

your pledge options



How To: Download Paper Pledge Forms

2. Click “I prefer to Pledge via

Paper Form” below the check out

area and the form will begin to

download.

Note: Checks must be sent to our processing partner, YOURCAUSE, LLC.

2508 Highlander Way Suite 210

Carrollton, TX 75006



How To: Cancel Pledges and/or Opt Out If you would like to cancel pledges and/or opt out, then you are able

submit this preference and not participate for this year.

Return Home




1. Click “Get Started” to reach

your pledge options


page, you are able cancel previous

pledges and/or opt out of

participation for this year.




2. Click “I do not wish to

participate this year” below the

check out area

3. Click “Confirm” if you are sure

you would like to opt out the AT&T

Employee Giving Campaign



Contact Information

1-866-678-2287 [email protected]

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