UU Congregational Pledge Drive Survey June/July 2024

Contact Information

Thank you for completing this survey about your most recent annual pledge campaign and pledge fulfillment. Your responses, which will be aggregated with all of the other responses, will enable us to report back about trends in annual pledging and giving.

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* 1. Today's Date

Date

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* 2. Who is Completing this Survey? (In case we need to follow up)

Name

Role/Title

Email Address

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* 3. Congregation Name and Location

Name

City / Town

State / Province

ZIP / Postal Code

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* 4. Current Baseline Data -- please provide the most recent data available

Number of adult members

Number of children and youth registered in Religious Education

Number of Household Donors (Pledge Units)

Total annual budget (current year)

Total donations (including pledge fulfillment and all other financial donations)

Percentage of budget fulfilled by endowment and other invested funds

Percentage of UUA APF Request fulfilled

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* 5. Fiscal Year

July 1 to June 30

January 1 to December 31

Other (please specify)

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* 6. How are people making their pledge payments? Please provide percentages for each form of payment (e.g. bank transfer = 54%, cash = 8%)

Personal check

Credit card

Debit card

Bank transfer or check sent directly from bank

Cash

Donor Advised Fund (DAF) grant

Paypal, Vanco, Venmo, Zelle, Square, or similar