Greater Olympic Peninsula

www.gopcfc.org

CFC HISTORY

Executive Order in 1961 OPM provides oversight - www.opm.gov/cfc In 2005 our campaign raised more than $2M

for the first time - $2,189,787 In 2010 we combined with Jefferson & Clallam

counties from the Olympic Peninsula CFC and became the Greater Olympic Peninsula CFC!!!

Our campaign is among the top 25 CFC’s nationwide and piloting the “Universal Giving” concept

Goals

100% Contact Greater Olympic Peninsula Goal

$2M Local Goal – establish to be realistic

and challenging Suggest 1Hr. Avg. Pay x # Employees

CFC Info

Campaign Dates – On-line open September 1st – December 15th

GOP CFC solicitation – 1 October – 22 NovemberEstablish local dates that work for your

command/organization

Make information available as much as possible – websites, FB, etc/

Chairperson

Influence the success of the campaign

Coordinate the program in your shop/code/department/division

The direct link for the Key person(s)

Responsible for having the knowledge & experience to answer questions

Keyperson

Most important link to reach employees!!! ESSENTIAL for a good campaign Provide 100% Contact to Employees

One-on-one Small Group Presentation (< 20 employees) Materials provided – brochure, donor slip, pen,

website address Important Tools to use:

Action Checklist – copy in workbook Contact Check Sheet – Key worker Drawing

Advertising – Display posters

REMINDERS – The Don’ts

You may NOT set a personal dollar goal.

You may NOT set a 100% participation goal.

Supervisor may NOT solicit employees.

Do NOT display or use lists of donors or non- donors.

NO promoting one agency over another – Let the contributor choose the agency that will receive his or her gift.

What About Coercion?

DON’T DO IT! It is not coercion when you ask

people to participate and then give them a chance to think about it. Do not say you expect 100% participation.

True voluntary giving is fundamental to Federal fund raising.

Coercion is Forbidden in the CFC.

Keys to Success!

Emphasize purpose of CFC

Advertise Benefits of giving THRU CFC

Address “Concerns” of the Individual

Provide Convenient Opportunity to Give

Publicize, Publicize, Publicize!!! Emphasize use of On-Line option to

benefit campaign – http://www.gopcfc.org

Designation of Donation Your donation goes to whichever participating agency you choose or if you do not choose an agency it will be undesignated.

Undesignated donations will be distributed to agencies in proportion to their total designated gifts

Confidential Donations: This option is available to interested donors – Pledge card should be placed in a sealed envelope and be sure to check the box on front of the Report & Contribution Packet.

Universal Giving Pilot Program

What is it? In 2012, GOP campaign and two others are testing a new donation option called Universal Giving (UG). UG permits donors to pledge to any participating CFC charity no matter where the donors or the charity is geographically located. Previously, only National, International, and Local charities in our campaign's area were available to our donors. Universal Giving now makes all Local agencies in all CFC regions accessible as well. Thus, donors who wish to stay involved with a favored charity or charities elsewhere may do so through UG.

How does Universal Giving work? Universal Giving charities will only be listed in available on-line giving tools, and not in the paper charity list. If you wish to donate to a local charity elsewhere, log in to our on-line giving tool at www.gopcfc.org to search for the charity you want to support. Enter the charity’s 5-digit charity code either on your paper pledge form or in the on-line donation tool, complete the form and submit! It’s that easy!

Universal Giving Donation

Only listed via on-line search tool

Multiple Search Options

Taxonomy, National, International, Zip Code, etc

Icon represents affiliation (L, N, I, UG)

Pledging exactly the same – paper/on-line

On-line more efficient

WHY IS THIS IMPORTANT? Able to support agencies ANYWHERE in the world! Donations can support local agencies when

deployed/stationed away from home Increased donation options – ALL approved agencies from

ANY CFC eligible for designation

Through Universal Giving, any donor in any campaign can donate to ANY approved CFC agency worldwide!

Why On-Line? Convenience: pledging online allows you to complete your pledge

thru CFC from the privacy and comfort of your computer. Searching: finding charities of interest is easy through the

interactive search tool. Search, sort, and filter charities to find the ones that deserve your dollars. You can even research through charity websites while you are creating your pledge.

Math is made simple: enter the amount per pay period and decide how much of your total annual donation goes to each charity.

Accessibility: log in to your CFC Nexus account at any time to view, print, or email pledges you have made in the past. This is convenient for the tax season.

Replication: as a returning donor you may simply replicate your previous year’s pledge.

It’s green: pledging online means fewer pledge cards and charity catalogs need to be printed.

Efficiency: because your online pledge card is fully legible, with perfect math, and designated to the charities you decide, the CFC and payroll centers time for each pledge is greatly reduced.

Reporting: you can check the reports page to see how your Federal agency compares to others and contributes to the overall campaign.

Campaign Brochures Local, National, and International

agencies listed – UG available on-line To donate to a agency they must be

approved and in the brochure

Make brochures available to every potential donor along with their pledge card.

Searchable version also available at http://www.gopcfc.org

Brochure Help and Information

CFC Q & A

Pledge Card

Giving Guidelines

Alphabetic Index

Supplies

CFC Handbook (green) Posters Thermometer Goal Poster CFC Brochure CFC Keyperson Report & Contribution

Packet CFC Consolidated Receipt & Accounting

Form Pledge Card

CFC Pledge Form

Copy 1 (white) Payroll Copy 2 (yellow) PCFO Copy 3 (pink) Contributor

CFC Pledge Form

CFC Nexus On-Line Donations

Link through website

• Payroll – automatic processing for civilians

• Military – print and submit to PSD

SSN is not retained in either method

MyPay

MyPay (cont’d)

Donor selects “Add New Contribution”

MyPay (cont’d)

Key Training Point 1. The screen will ONLY be shown to active duty Army, Navy, and Air Force

Personnel . Those donors must be provided their 4-digit Campaign Code2. All other donors’ campaign information will be automatically populated3. Invalid code will result in error message

MyPay (cont’d)

Donor selects donation amount per pay period/month

Key Training Point Maximum allowable total donation for military personnel is $833/month.

For donations higher than that, military donors should use a paper pledge form

MyPay (cont’d)

Donors can search for charities in

multiple ways.

The donor can specify the 5-digit Charity

Code.

MyPay (cont’d)

The donor can search for a

specific charity by

name.

MyPay (cont’d)

The donor can also search for charities using Administrative Overhead rate

and/or by Keyword

The donor can limit the

search to National and/or

International Charities

MyPay (cont’d)

The donor can select

charities or return to

search for additional charities

Key Training Point

Donor can select a maximum of 30 charities. Donors

wishing to designate more than 30 charities should use paper

pledge forms

MyPay (cont’d)

The donor enters the per pay period

or per month donation amount

MyPay (cont’d)

Balance remaining is automatically

calculated

Donor has the option to continue or add /

delete charities

MyPay (cont’d)

Pledge summary is displayed;undesignated

funds are automatically calculated and

displayedKey Training Point For an

organization’s pledges to be

properly credited the donor MUST

enter the Command/Unit or

Federal Agency/Office

MyPay (cont’d)

Final review and opportunity for

donor to confirm intent

MyPay (cont’d)

Key Training Point No forms will be

submitted to Keyworker. Donor can view print PDF

pledge form for recordkeeping.

MyPay (cont’d)

Donor receipt copy. Up to five charities are listed on Page 1

The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians.

Maximum donation amount for military personnel is $833/month. Donors can designate to a maximum of 30 charities (29 if there are

‘undesignated’ funds remaining). Donors must be trained to enter their Command/Unit or Federal

Agency/Office name code for pledges to be properly credited. There is no paperwork associated with this pledge type. The donor can

print a receipt for his/her records.

MyPay (cont’d)

DoD MilPay Civ Pay

Veterans Administration Executive Office of the President Environmental Protection Agency Department of Energy Health and Human Services (2013 only) Broadcasting Board of Governors

MyPay – DFAS Customers

EEX

• Employee Express Donation Process

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

EEX Process (cont’d)

Sample Turn-In Schedule

Keypersons should turn in contributions NLT Wednesday to their Chairperson or Coordinator (or more often if convenient)

Chairperson should turn in contributions NLT Thursday a.m. and/or no later than Thursday p.m. to the CFC Coordinator

On-Line processed through out campaign by PCFO

Local Events

Notify Coordinator & Chairperson

Include POC phone, email, event date, time and place of scheduled fundraisers

This will prevent any problems that may occur with duplicate events being planned in the same space

If you are conducting an event that involves serving food, you need to

obtain a Food Handlers Permit.

Please go to the following website:www.kitsapcountyhealth.com

or call 360-337-5235.