BISHOP’S APPEAL 2008

 GUIDELINES

With an expectation of processing approximately 9,500 pledges, the following guidelines are designed to make the processing of such pledges flow as smoothly as possible at the parish and the Catholic Center.

A) PLEDGES – With no payment (NON-ACH) 1. Sort pledge cards received with no payment 2. Submit 1 batch per day and assign the date 3. Run adding machine tape with total and secure tape with a paper clip or rubber band to pledge cards batched OR include PDS posting report. (See attached instructions) Preference: PDS POSTING REPORT 4. Enter date and total on the daily log sheet. (See letter F) below for directions)

B) PLEDGES – With no payment (WITH ACH) 1. Sort pledge cards received with no payment 2. Please stack in order, first pledge card, then voided check, and repeat. Please do not staple voided check to the pledge card. 3. Submit 1 batch per day and assign the date 4. Run adding machine tape with total and secure tape with a paper clip or rubber band to pledge cards batched OR include PDS posting report. (See attached instructions) Preference: PDS POSTING REPORT 4. Enter date and total on the daily log sheet. (See letter F) below for directions)

*** ACH batches should be separated from NON-ACH batches

C) PLEDGES – With check payment enclosed 1. Sort pledge cards received with a payment attached 2. Please stack in order; first pledge card, then check, and repeat. 3. Submit 1 batch per day and assign the date 4. Run adding machine tape with total pledges and mark “pledges.” 5. Run adding machine tape with total checks and mark “payments.” Secure both tapes run with a paper clip or rubber band to the pledge cards batched OR include PDS posting report. (See attached instructions) Preference: PDS POSTING REPORT Enter date and totals for both pledges and payments on the daily log sheet. (See letter F) below for directions)

D) PLEDGES – With cash payment enclosed For the protection of staff at the church and the Catholic Center, ANY cash received with pledge cards MUST be deposited and a church check issued to the Bishop’s Appeal. Please batch the pledge cards and church check separately and make sure you tell us the name, Diocese ID# and amount of each person who gave the cash.

1. Sort pledge cards received with cash payments enclosed 2. Submit 1 batch per day and assign the date 3. Run adding machine tape with total pledges and mark “cash pledges” OR include PDS posting report. (See attached instructions) Preference: PDS POSTING REPORT 4. Deposit cash in church checking account and issue an exchange check payable to the Bishop’s Appeal. 5. Enter date and totals for both pledges and payments on the daily log sheet. (See letter F) below for directions)

E) DIOCESAN ID#’s FOR BA PLEDGE CARDS Most pledge cards will be computer generated cards with a name, address and an ID number already assigned and printed on the card. For manually completed pledge cards, please use the recently updated Diocesan ID number and note this number on each manually prepared pledge card.

F) DAILY LOG SHEET The daily log sheet summarizes by batch pledges and payments received. A copy of this log sheet MUST be included each time pledges and payments are submitted to the Catholic Center for processing. Please be sure to include your parish name and number on this log sheet. If you are submitting a PDS posting report there is no need to send in a log sheet.

Pledge Card Guidelines For Parishes (cont.)

G) PLEDGES & PAYMENTS RECEIVED DIRECTLY BY THE CATHOLIC CENTER Pledges and payments in the solicitation phase are to be sent directly to each respective parish. Any miscellaneous pledges and payments received directly by the Catholic Center will be processed in the same manner as described above and a copy of the log sheet prepared will be submitted to the appropriate parish.

H) ASSISTANCE If you have any questions or need assistance regarding general donor or pledge matters, call Rose Kull at 901-373-1209.