Coordinating CouncilFriends of ScoutingTraining 2016

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For Members of The Church of Jesus Christ of Latter-day Saints

A Prophet’s Voice

“May you uphold Scouting’s tradition, for it can be as a lighthouse beacon in the world of stormy seas, it can be a motivation to prepare for your role in life, it can be a yardstick against which you measure your accomplishments.”

- Pres. Thomas S. Monson

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Duty to God

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“It is far better to build boys than to mend men.” -Pres. Thomas S. Monson

Elder Holland Tells National Scout Leaders Duty to God Is a Way of Life

More than Just Friends of Scouting

The Friends of Scouting campaign can be much more

than just raising money for a good cause.

Consider the following when visiting with donors:

-Promote Scouting – Spread the good word of how Scouting helps prepare young men for

missions and to become good husbands and fathers by instilling in them life skills, community

service, and duty to God.

-Invite non-LDS Youth – Seek out less active young men or non-LDS young men who can

potentially be invited to join scouting. Scouting can be the best missionary and retention tool

for the Young Men’s program.

-Clean up Ward Records – This can be a great opportunity to see who has moved out or into

the ward. This is a great way to visit with less active or non members.

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Direction Given by the Church

“The Church supports Friends of Scouting as a separate voluntary solicitation. Every member of every ward should be offered the opportunity to contribute to Friends of Scouting.”

-Scouting & The Church of Jesus Christ of Latter-day Saints, pg. 11

“The Church supports the BSA’s annual Friends of Scouting drive. These funds provide financial support for the local BSA council. Stake presidents and bishops oversee the drive in their units.”

-Scouting Handbook for Church Units in the United States, 2015 Edition, §8.15

100% of FOS donations stay in the Utah South area

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General Instruction & AssignmentsReceived from Area Authority Seventy

You have received via

e-mail or in your ward packet of instructions.

As directed by your stake president and bishop please follow the instructions.

Let’s take a closer look at these instructions.

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Utilize unpc.patchfunding.comIt is expected that each ward and stake utilize the online FOS management system unpc.patchfunding.com

Stakes will be able to:• Manage closely their campaign progress• See donors and donations as they are made• Set-up user accounts as needed• Set-up ward goals

Wards will be able to:• Update donor records• See past donations received• Create and manage donor routes• Print extra donor cards• Enter cash and check donations received• Create deposit slips and take donations to the bank

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Overview of unpc.patchfunding.com

Steps to using the Online FOS System – Patch Funding1. Go to: https://unpc.patchfunding.com/ & Click on “My Account”

2. Enter your Username & Password (on front of your ward packet)

3. Remove donors who have moved

4. Add new donors

5. Set up/manage routes

6. Print extra donor cards

7. Educate & train ward FOS workers

8. Give every household in the ward an opportunity to donate

9. Upon receiving cash & check donations, log them into the online system

For more specific information on the patchfunding system & how to log donations go to utahscouts.org/FOS

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Educate & Train Ward FOS Workers

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Each Ward FOS Worker should:

• Know how to use the URL code system

• Be able to use the Donor Cards

• Conduct a successful Friends of Scouting drive by providing every individual and family with an opportunity to financially contribute to Friends of Scouting

• Be familiarized with and use FOS materials provided

For more info go to: www.utahscouts.org/fos

Provide Every Individual and Family an Opportunity to Financially Contribute

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The “Pitch”

-Why Scouting? Explain how Scouting impacts our youth, adults, and community. Bear testimony or share a good story.

The “Price”

-The cost of Scouting. Explain why donating is important and how donations are spent. Cost is $100 per Scout per year.

The “Pledge”

-The invitation to donate. Show the methods of how they can donate and invite them to support one Scout for a year or $10 per month.

NOTE: Checks should be made out to: Utah National Parks Council

The Door Approach with a Smart Phone

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In order to save the ward time in individual entries and bank deposits, donations can be processed immediately. Entries to the new online FOS system can be made as donations. They are collected by using the URL code located on the donor card. If collected this way no further work is required at the ward level.

Steps to URL Code Door Approach

1. Type into any web browser the donor’s unique unpc.patchfunding.com/[donor code] from printed cards.

2. While wearing church attire or a Scout Uniform, invite them to donate following the Pitch, Price, & Pledge format.

3. Enter their donation into the donation screen loaded on your smart phone. Follow instructions on the screen. You can do credit cards, e-check, cash, check, etc.

Pledge Types

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• Limited Pledge: • Single or limited number. Single payment is for one payment.

Limited number pledge limits your payments to the same amount for 12 months

• Ongoing Pledge:• This option will continue until donor adjusts pledge amount

Log into unpc.patchfunding.com

Go to:

unpc.patchfunding.c

om

Click on “My

Account” to get to

the log-in screen.

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Enter Username & Password

Enter your

Username and

password that you

should have

received either from

your Stake or your

Scouting

Professional found

on the front of each

ward packet.

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The Ward FOS Dashboard

LDS First Ward

Welcome to your Dashboard

Fundraising Target

This is a monetary goal, a green bar

will appear indicating your progress.

FOS Checklist

You will want to tick the box for

everything you have completed so the

Stake knows your progress.

Stats

This box will show you current and

past years’ donation history. Click on a

year to see more detail.

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The Ward FOS Dashboard Cont.

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LDS First Ward

Remember – All households should

have a meaningful face-to-face

opportunity to donate.

Prospecting Tool

This page will give you access to the

list of donors, their contact

information and giving history. There

is also a phone script for you to use

when you are ready for campaign

clean-up, for those who were not able

to have a face to face ask.

Payments

To log donations you’ve received click

on “Log donations”

The Ward FOS Dashboard Cont.

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LDS First Ward

Tool Box-Add a Donor Record: You will need

the first/last name, address and phone

# to add a new record.

-Print Donor Cards: This will create

a PDF document of donor cards for

every donor on your roster.

-Print Blank Donor Card: This will

create a PDF document with 3 blank

cards for new donors not on your

roster.

The Ward FOS Dashboard Cont.

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LDS First Ward

Tool Box Cont.

-Import Prospect List: This option will

allow you to mass import donors from a

properly formatted excel spreadsheet.

Further instructions are given after you

click on this option.

-Check for Duplicates: The system will

automatically detect any duplicates you

may import then merge them. You can

manually check for duplicates it did not

merge and you can merge them yourself.

-Manage Routes: Here you can create

new routes and assign donors to them.

Name the new route and drag

unaccociated donors into the new route

or previous routes created.

Update Donor Records

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Updating Donor Records

Selecting “Donors” from the top of the page will

take you to this screen. It lists all donors on record

and allows you to sort them by category.

Compare your Ward’s Member Records with

the Records of this roster. Your ward roster can

be downloaded from LDS.org or through LDS

Tools.

REMEMBER – All households should have an

opportunity to contribute.

Remove Donors – Any donors who have moved

out of your ward can be disassociated with your

ward’s donor records by clicking on “Gone” to the

right of their personal info.

Add New Donors – This can be done from your

main dashboard page by clicking on “Add a Donor

Record” in the Tool Box.

Set Up & Manage Routes

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Create New Routes / Manage Old Routes

To create a new route: Click on “Manage Routes”.

Click on a route number, name it, then save. From

the “No Route” list, click then drag the names of the

individuals you want to be in the routes you created.

Continue the above steps to create more routes. You

can drag names to any route you created and

between other routes.

Donors who you remove from your donor roster

should no longer appear here. Any new people you

added will need to be assigned a route.

Once you have managed your routes you can print

the cards by route! (see next slide)

Print Extra Donor Cards

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To Print donor Cards Select “Donors” at the

top of the page.

Before selecting your action click on “Route” to

sort your donors by their route you assigned them.

Check/Uncheck the box to the left of their name to

select them to print.

Print Donor Cards

Donor cards are the preferred method. Donor will

receive an instant tax receipt if their email is in

this system. Keep cards to help reconcile

donations upon finishing.

Select “Print Donor Cards”. Then click “Do It”. It

will create a PDF with the donors you selected.

Donor Cards

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Donor cards are best used when you are talking with members in a group setting or door to door and can hand them pre-filled cards or new cards to fill out and collect. This will provide them with an email receipt if it is in the system.

Donor Recognition Keeper of the Flame

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Log Donations into the System

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LDS First Ward

Logging Donations

-Click on the Current Year’s

Campaign or “Log donations” to

access the list of donors and enter

their donations

NOTE: Any electronic donations

made online via the unique URL

Code will already be logged and

you don’t have to do any more

with them.

More online and electronic

donations means less work for

you!

Log Donations into the System Cont.

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LDS First Ward

To add a new donation, click on

“Add A Donation” for the donor.

The Add a Donation box will pop up

(see below). Enter their dollar

amount, the frequency of the

donation and the type, Credit Card, E-

check, Cash or Check. If they choose

to do an electronic monthly donation

and want to donate $120 for the year,

you would enter their amount at $10,

Monthly, then enter their CC or E-

check info. Double check your entry

is accurate then click “save”.

Reconcile/Total Donations

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LDS First Ward

Deposit Available

After you have entered in

your collected donations for

the day, click on “Unit

Dashboard” at the top left to

get back to your home screen.

You will notice a new box has

appeared “Deposit Available”

Click on the “Friends of

Scouting” in the Deposit

Available box to begin the

Reconciliation process.

Reconcile/Total Donations Cont.

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”Create a new deposit” Screen

It is on this screen you will see

all the donations you have

entered but not yet deposited.

Count all your checks and cash

and make sure their totals match

what is shown on this page. You

may have to scroll down to see

the Check totals.

Reconcile/Total Donations Cont.

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”Create a new deposit” Screen

After you have reconciled and totaled

the Cash and Checks you will be

depositing, you will now create the

deposit slip.

Select the “Also Deposited By” box and

select a username other than the one you

are logged into. There should be one

that says BSA(Your Unit #). Select that

one.

Next Select the Bank you wish to

deposit the donations into. (Zions, State

Bank, Wells Fargo, Cache Valley &

Bank of American Fork). Click “Create

Deposit” when you are finished.

NOTE: You will NOT be creating any

kind of new bank account but will be

depositing your donations directly into

one of Utah National Parks Council’s

bank accounts.

Check this step

Print Deposit Slip from Dashboard

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LDS First Ward

Deposits Created

Once the deposit is created a

new box will appear on your

Dashboard called “Deposits

Created”. All the deposits you

created will appear here. You

will download your deposit

slips from here.

Check this step

Deposit #: 791Unit: LDS First Ward – 1701Subdistrict: First Stake

Deposit Slip & Endorsing Checks

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The printed deposit slip will look similar

to this. Cut the excess off the bottom of

the deposit slip.

NOTE: Your Unit (Ward) & Subdistrict

(Stake) information will show on the

deposit slip. The cash and check totals

will also be present. This information will

be helpful to the bank and to the Council

to be able to link this deposit with your

wards online FOS account in Patch

Funding.

Endorsing Checks

A stamp is not available to you to endorse

checks made out to the Utah National

Parks Council. So, you will need to write

on the back of each check:

For Deposit Only

Utah National Parks Council

(#Account Number)

Account Number (To write on back of checks and bank bags)

Check this step

Prepare Donations, Bank Bag & Take Bank Bag to the Bank

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Write the appropriate information on the bag.

To: [Name of Bank on deposit slip]

Utah National Parks Council BSA

From: [Your Ward Name]

[Your Stake Name]

Account: [The account # on the Deposit Slip]

Cash Amount $: [Total Cash on Deposit Slip]

Check Amount $: [Total Check on Deposit Slip]

Prepared By: [The name of the person who

prepared the deposit]

Cell Phone number: [The number of the person who

prepared the deposit]

Date: [The date you’re making the deposit]

Authorized Signature: [Signature of the person

who prepared the deposit]

When complete take the bank bag to the

appropriate bank on the same day if possible.

Finishing Up Your FOS Campaign

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1. All collected donations need to be entered online. We encourage you to use Smart Phone donations as much as possible to reduce the time necessary to complete this process.

2. Donations need to be batched online, prepared, then taken to the bank by your ward, within 24 hours of receipt of donation (treat similarly to tithing funds).

3. Report to the Stake when FOS Campaign is complete. Remember your campaign is not complete until each individual and family has been given an opportunity to contribute.

It is discouraged that wards take FOS donations directly to the Council Service Center. Their donations should be entered into the online FOS system and then taken to the bank.

Gratitude in All Things

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“To express gratitude is gracious and honorable, to enact gratitude is generous and noble, but to live with gratitude ever in our hearts is to touch heaven.”

- Pres. Thomas S. Monson