Account Notes | United Way of South Wood & Adams Counties

Account Notes

Use this form to record your interactions with your United Way campaign accounts. This information will be shared with next year's volunteers; and used by us to update our records, database, etc.

Your Name

Your email address

Account (Business / Organization) Name

CEO or Executive Director

Name of ECC (Employee Campaign Coordinator)

Address of this Account

Phone Number of this Account (Main Line)

ECC's Phone Number (if different)

ECC's Email Address

Number of Employees

Your notes about this account:

Employees are being asked to give via:

If "other," please explain here:

Your findings about this account's solicitation practices:

Best Practices: Check All the Apply

Your findings about this account's best practices:

Additional Information:

Advice for next year's volunteer:

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