Campaign Training Manual

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2 Campaign Training Manual HISD 2017 This tutorial is a walk through of the basic pledge process. Informational items appear in red and instructions appear in blue boxes. Pledging is an easy three step process: 1. Click Start Donating Now Search for and add charities you would like to contribute to by clicking the shopping cart icon ( ). The name will appear in your Saved Charities section for your review. When you are ready to make your pledge, click Make Donation below your saved charities. 2. Payment Options Review your saved charities and choose your method of payment. After selecting your method of payment, you ll be able to specify an amount to contribute. 3. Submit Review your pledge form and click Submit Donations. You will automatically receive an confirmation of your contribution(s).

3 The Current Campaign 2017 View Current Donations View Past Donations HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! Start Donating Choose not to donate Top Contributing Departments

4 HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! Click box to choose not to make any donation You will see this message if you have selected to not make a donation at this time. Note: If you change your mind and would like to donate, simply uncheck the checkbox.

5 HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! Click on Start Donating Now

6 Tabbed Navigation Your Saved Charities List Click for Help View all charities by federation Description of icons

7 Current Campaign: Making the Connection 2017 Search Option 1: Search for a Charity by Keyword or Charity Code Search Option 2: Search for a Charity by Letter Search Option 3: Search for a Charity by Federation

8 1. Type Children Click Search Children

9 Show/Hide Details Click to Save Children Visit website charity

10 Success message displayed Saved charity becomes listed Children

11 Click to Remove Charity Click Make Donation

12 Current Campaign: Making the Connection To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 11, 2017 December 21, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 11, /24/2008. Please note no cash, checks, or money orders will be accepted. 1/7/2009. Click to add another charity Click for more information Click to Remove Charity Total Donation Amount Select Method of Payment Continue to Review

13 2017 Current Campaign: Making the Connection To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: January 7, Payroll Deductions (Option 1): January 11, /24/2008. December 21, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on 1/7/2009. January 11, Please note no cash, checks, or money orders will be accepted. Select Method of Payment

14 Current Campaign: Making the Connection To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: 26 Payroll Deductions (Option 1): January 11, December 21, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 11, Please note no cash, checks, or money orders will be accepted. Note message regarding payroll deductions

15 2017 To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: January 7, Payroll Deductions (Option 1): January 11, December 21, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 11, /24/ /7/2009. Please note no cash, checks, or money orders will be accepted. 15 $ Total Contribution Amount Type in Amount $ Click Update

16 2017 To make your charitable contribution, indicate the method of payment and the amount you wish to contribute. You have two options: January 7, Payroll Deductions (Option 1): January 11, December 21, One-Time Payroll Deduction (Option 2): The donation will be deducted from paycheck on January 11, /24/ /7/2009. Please note no cash, checks, or money orders will be accepted. 15 $ Total Contribution Amount Click Continue $390.00

17 Click to edit donation Confirmation Receipts

18 Click this checkbox

19 Click edit address if address is incorrect Verify Address

20 (10/10/ /28/2011) 2017 Make your changes Click Save Changes **Please contact Human Resources to officially update your address information**

21 Click Submit Donations

22 Click Current Donations Successful Submittal Message

23 Remove item Click Home 10/13/2016 Note: If you want to modify the amount donated, simply click the trash can icon above and the system will remove the item from your Current Donations and place it back in your Saved Charities cart. Click on Home to repeat the donation process.

24 HISD is one of the largest employers in Houston, and we are committed to giving back to our community. Our online pledge system is an efficient and easy way of contributing to over more than 600 qualified charities. Please help us make a difference! Click Logout to end your session