Resources for Parishes

How To Complete A Transmittal Report

This page is a reference for those who will be completing the Transmittal Reports. Please call the Appeal Office at 651.290.1610 or toll-free at 888.290.4575 with any questions about the process. If you would like, we can arrange for a visit to your parish by a member of our staff.

  1. Complete the top right section with date, report #, parish, etc.
  2. Enter total number of credit card pledge slips and the total dollars represented.
  3. Enter the total number of automatic withdrawal pledges, and the total dollars represented.
  4. Enter the total number of slips for “paid in full,” “partial payments,” and “pledge-only” slips in the Total # slips” column. Then enter the total dollars pledged in the “total gifts” column.
  5. The total dollars paid from these batches goes in the “now paying” column.
  6. Total the refusal and deletion slips and mark the appropriate column.
  7. Add the number of slips from all batches and enter in the grand total row under “total # slips.”
  8. Total the column marked “total gifts” and enter it on the form.
  9. Enter the amount of the parish check in the lower right box. The check amount should equal the total of the “now paying” column.
  10. Include the original and the hard white copy of the transmittal form with the batches and a parish check and forward it to our office. Keep the yellow copy of the transmittal form for your records.

Please be sure to deposit the individual checks and cash in your parish account and send only a parish check with the transmittal form and batches.