To see methods you can use to make your gift, please review
Methods of Giving. To see the
various options you have with regards to who gets what personal information
about you when you make a donation, please review the
Release
Options. Learn more about Designating
a Gift to a specific organization.
This page describes how to fill out the Pledge Form.
PROCEDURES:
- Obtain a PLEDGE FORM and a 2010 Central California CFC Donor Guide from
your Activity Coordinator or Key Worker. Make all contributions using only a 2010 Central California CFC Pledge Form and 2010 Central California CFC Brochure. Do not use another year's CFC pledge form or brochure.
- ALL DONORS: Complete sections 1-5 of the pledge form.
- PAYROLL DEDUCTION DONORS: Complete section 6 of the pledge form.
Payroll Deduction contributions
require you to provide your Social Security Number (SSN) and to sign the pledge form. Cash or check contributions do not require
your SSN or a signed pledge form.
- ALL DONORS: Turn in the white and yellow copies of the pledge form
to your Coordinator or Key Worker. (Include cash or personal check
if appropriate)
- ALL DONORS: Retain the "Contributor's Copy" of the pledge form
for your personal records. (pink)
- CONFIDENTIAL GIFT: Any donor can make his or her contribution a
confidential gift. The donor needs only to place all copies of their pledge
form (less the pink copy) into an envelope, mark the envelope
"confidential gift" and turn it in to your Coordinator or
Key Worker. The envelope will not be opened until it arrives at the CFC
Audit Point where an audit clerk will open the envelope and record the
pledge for your activity's credit. Note: Should you elect to use payroll
deduction as a confidential gift, a degree of confidentiality will be lost
since the yellow copy will be forwarded to your Coordinator for
delivery to your payroll office.
- DESIGNATING MORE THAN 5 AGENCIES: Should you desire to contribute to more
than 5 agencies, complete sections 1 and 3 only of a second pledge form and
staple the white copies together. Retain the pink copy of the second form
for your records. Turn in the white and yellow forms to your
Key Worker or Coordinator.
- IRS AUDIT REQUIREMENTS: In case of an IRS tax audit, your pink copy
of the pledge form will be required for verification of a payroll deduction contribution. A
cancelled check will suffice for a donation made by personal check. A
letter from the CFC office confirming a cash donation will be required for a
cash contribution. Note: The CFC office retains pledge forms for three
campaign years.
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