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United Way of Greater Philadelphia and Southern New Jersey DONOR CHOICE PROGRAM Guidelines on Agency Eligibility, Program Policies and Administration MISSION To harness, leverage and strategically
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How to fill out donor choice agency documents

01
To fill out donor choice agency documents, you can follow these steps:
02
Begin by gathering all the necessary documents and information, such as your identification, contact details, and donation preferences.
03
Start by reading and understanding the instructions provided in the donor choice agency documents.
04
Fill in your personal details accurately, including your full name, address, email, and phone number.
05
Provide any additional information required, such as your employer's name or any specific donation restrictions or preferences.
06
Select the donation amount or percentage you wish to allocate to each agency or cause listed on the document.
07
Ensure you double-check all the information you have entered to avoid any errors or discrepancies.
08
Sign and date the document where indicated, and if required, have any necessary witnesses or notaries present.
09
Make copies of the completed document for your records.
10
Submit the filled-out donor choice agency documents according to the instructions provided, whether by mail, email, or in-person.
11
Keep a copy of any confirmation or acknowledgment received as proof of your submission.

Who needs donor choice agency documents?

01
Donor choice agency documents are needed by individuals or organizations who are looking to make charitable donations and want to specify which agencies or causes they wish to support.
02
These documents may be required by employees participating in workplace giving campaigns, individuals making directed donations through donor-advised funds, or donors contributing to specific campaigns or causes through designated agencies.
03
By filling out these documents, donors ensure that their contributions are allocated to the agencies or causes that align with their values and interests.
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Donor choice agency documents are forms that allow donors to specify how they want their contributions to be used within a charitable organization.
Donors who wish to specify how their contributions are used within a charitable organization are required to file donor choice agency documents.
Donors can fill out donor choice agency documents by specifying their preferences for how their contributions are to be used within the charity.
The purpose of donor choice agency documents is to ensure that donors have the ability to specify how their contributions are used within a charitable organization.
Donor choice agency documents must include the donor's preferences for how their contributions are used within the charity.
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