“Giving From My Heart to Yours… Heart2Heart”. Organizational Structure CFC Chairperson –...
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“Giving From My Heart to Yours… Heart2Heart”. Organizational Structure CFC Chairperson – Scott Raymond CFC Director – Nickie Hand Loaned Executives Division
Organizational Structure CFC Chairperson Scott Raymond CFC
Director Nickie Hand Loaned Executives Division Chairperson Agency
Coordinators Key Workers Division Coordinators
Slide 3
CFC MAP
Slide 4
Strategies for Running a Fun and Enthusiastic Campaign
Slide 5
Keys to a Successful Campaign Be polite at all times Encourage
Key Workers to make a one-on-one ask Share your personal stories
Learn as much as you can about how the campaign works Encourage
payroll deductions View objections as opportunities Do not use
coercion Make it FUN! Thank You Always say Thank You
Slide 6
Role of Division Coordinator Work closely with the Agency
Coordinators Attend training and become familiar with how the
campaign works Build enthusiasm Attend rallies and other CFC events
Recruit Agency Coordinators Keep Agency Coordinators informed
Distribute campaign materials to Agency Coordinators Audit key
worker envelopes Turn over pledge cards and key worker envelopes to
a Loaned Executive
Slide 7
Role of Agency Coordinator 7 Manage the campaign for employees
who work for your agency, department, installation. Attend training
and become familiar with how the campaign works Recruit and train
Key Workers (Recommend one Keyworker for each 15-20 employees).
Obtain campaign materials for agency locations. Organize rallies
and other CFC events Distribute campaign materials to Key Workers
Verify each pledge card for completeness and accuracy, check that
all copies of the pledge cards have been properly distributed.
Secure money in a safe or locked cabinet until turned in to
Division Coordinator or CFC staff. Collect and audit Report
Envelope(s) Audit contributions in a timely manner Turn in pledge
cards and Report Envelope(s) Ensure that each donor receives a
recognition item based on the level of giving.
Slide 8
Role of Key Worker Become Knowledgeable about the CFC process
and be able to answer questions Ensure that each employee has an
opportunity to donate Display CFC posters, brochures, and flyers
Assist employees when completing pledge cards Fill out report
envelopes and maintain a copy Turn over pledge cards and other
paperwork to Agency Coordinator Distribute incentive items to
employees 8
Slide 9
Pledge Card FIRST BOX CIVILIAN/MILITARY, NAME & FEDERAL
AGENCY CODE Please use a Ball Point Pen & Write Firmly so that
writing goes through to the GOLD copy. Ensure that all information
is legible. Check the civilian/military Fill in your area code and
phone number Print your name neatly. Fill in your federal agency
code number Is the agency number entered and correct? 9
Slide 10
Pledge Card SECOND BOX CONTRIBUTION INFORMATION Enter per pay
period amount in Military or Civilian Payroll box Enter total
(annual) gift amount for Military or Civilian If making a pledge by
check or cash enter the amount, check number and date of
contribution
Slide 11
Pledge Card THIRD BOX CHARITY CODE AND DONOR RECOGNITION Enter
5-digit charity codes. If you are pledging to more than five (5)
charities, use an additional pledge card and number them
accordingly and staple them together. The total will only go on the
last pledge card. Select your Donor Recognition item. A donor can
select not to receive an incentive item. FOURTH BOX INFORMATION
RELEASE The release of your gift amount and name are optional,
however if a donor wants to receive an acknowledgement letter
and/or tax letter; you must provide your address.
Slide 12
Pledge Card WHITE COPY Deliver to CFC for audit YELLOW COPY
Deliver to donors payroll office This copy must include donors
signature and SS number, unless you are with the U.S. Postal
Service. Postal employees should use the EIN number. PINK COPY This
is the donors copy. Please have donor keep this for their records.
GREEN COPY This is the weekly drawing copy. This has a perforation,
tear off and turn in with pledge cards in Report Envelope. This
will be put into the drawing bin.
Slide 13
Pledge Card GOLD COPY Return this page to the CFC Keyworker.
This will be used to track your incentive item. Key Worker should
maintain this copy and use as tracking until incentive items are
received and distributed. If donor does not want a gift, ensure
that they checked the correct box to decline the gift FINAL PLEDGE
CARD CHECK LIST Did information come through? Information is
legible Is the card signed? Required for payroll deduction SS
Number is provided, required for payroll deduction. Postal
employees must provide EIN number instead of SS number. Division
and/or Agency Coordinators turn in payroll copies to appropriate
payroll office
Slide 14
Pledge Card ITEMS INCLUDED WITH THE REPORT ENVELOPE: White
audit copy Drawing (green) copy All cash and checks Confidential
envelopes The payroll office copy (yellow) should be given to the
Agency Coordinator Did the key worker keep the last page (gold
copy)? Did the donor keep their copy (pink)?
Slide 15
Q & A
Slide 16
16
Slide 17
Report Envelope Ensure that the date is entered in the upper
right box of the envelope Provide the Organization/Agency code
Ensure that the Agency Coordinator and Division Coordinator
information is entered on the envelope
Slide 18
18 Report Envelope Keyworkers will use a copy of the Report
Envelope Agency Coordinators will fill out the actual envelope and
turn it in for auditing
Slide 19
19
Slide 20
Key Worker Envelope Ensure that copies are separated by
category (cash and payroll deduction) Attach a calculator tape
listing donations in numerical order or Excel spreadsheet. Ensure
that the number of givers is correct in each category Check the
amounts and totals Check incentives to ensure that they are
captured Be sure to initial envelope NOTE: Donations are NOT
limited to 5 designations. For more than 5 designations fill out
additional pledge cards and staple together.
Slide 21
Preparing Pledge Cards Separate CFC pledge cards by category
(Cash, Check, Payroll) Provide calculator tape or excel spreadsheet
listing donations in denominational order for each category The
amounts and totals must be reconciled 21
Slide 22
Envelope Review/Submission 22 INCLUDE WITH ENVELOPE: Pledge
card audit (white) copy Pledge card raffle (green) copy All cash
and checks Confidential envelopes Ensure that the donor keeps the
pink copy Checks are made out to Combined Federal Campaign or
CFC
Slide 23
23 Once calculations are completed, separate as follows (by
category): Items included in the Report Envelope Pledge card
Drawing Copy (green) Pledge card Audit Copy (white) All cash and
checks Confidential envelopes The pledge card, payroll office copy
should be given to the agency coordinator, who will submit it to
your payroll office. Make sure checks are made payable to Combined
Federal Campaign or CFC Preparation Contd
Slide 24
Incentive Items The incentive items must be totaled and entered
in corresponding boxes Write in the choices of each Eagle
Leadership (Eagle leadership givers can select down) The Envelope
copy must be initialed by the Key Worker(s), Coordinator (s) and/or
Loaned Executives 24
Slide 25
Incentive Items 25 Eagle Leadership Givers - $2,000+ *Pewter or
Bronze Eagle (Based on availability) or Super Weekender Duffel Bag
Hero Giver - $1,001 - $1,999 *56 Auto Folding Golf Umbrella
Pacesetter Giver - $501 - $1,000 *Messenger Bag Patriot Giver -
$150 - $500 *Deluxe ID/Badge Holder Pioneer Giver - $45 - $149
*Bottle Opener/Flash Light Key Chain
Slide 26
Online Giving A limited number of agencies have the capability
to use employee express. For a list of those agencies check the
website www.cfcaaga.org. www.cfcaaga.org All employees who are part
of DOD and paid by DFAS can make their pledge through My Pay. Both
Employee Express and My Pay can be accessed from the link below.
NOTE: FOR 2014 - EPA IS NOT A PARTICIPATING AGENCY IN MYPAY
www.employeeexpress.gov 26
Slide 27
Universal Giving What is it? Universal Giving (UG) permits
donors to pledge to any approved CFC charity no matter where the
donors or the charity is geographically located. Previously, only
Local charities specific to our campaign area were available to our
donors. Universal Giving now makes all Local agencies in all CFC
regions everywhere accessible as well. Thus, donors who wish to
stay involved with a favorite charity or charities elsewhere may do
so through UG. How does Universal Giving work? Universal Giving
charities will only be listed as an on-line search tool, and are
not included in paper publication. If you wish to donate to an
approved CFC charity elsewhere, log in to our on-line giving tool
at www.cfcaaga.org and link on the link titled Universal Giving
List to search the UG charity list. Then enter the charitys 5-digit
code on your paper pledge form.www.cfcaaga.org 27
Slide 28
Universal Giving Universal Giving charities will only be listed
as an on-line search tool, and are not included in paper
publication. If you wish to donate to an approved CFC charity
elsewhere, log in to our on-line giving tool at www.cfcaaga.org and
link on the link titled Universal Giving List to search the UG
charity list. Then enter the charitys 5-digit code on your paper
pledge form.www.cfcaaga.org 28 Website Search
Slide 29
Online Giving MyPay Highlights 1.The Campaign Search screen
will only be shown to active duty military personnel (Army, Navy,
Air Force and Commission Corps. Personnel). This information is
automatically provided for active duty Marines and Federal
civilians. 2.Maximum donation amount for military personnel is
$833/month. 3.Donors can designate to a maximum of 30 charities (29
if there are undesignated funds remaining). 4.Please enter your
agency number in the Command/Unit or Federal Agency/Office box so
that pledges will be properly credited to your agency. 5.There is
no paperwork associated with this pledge type. The donor can print
a receipt for his/her records. The pledge goes straight to your
payroll office. 6.If there is an error once you have completed your
transaction in the MyPay system, the donor will need to contact
their payroll office to make changes.
Slide 30
Online Giving - MyPay 30 The platform will be used across three
payroll systems: DCPS (Civilians) 26 deductions DJMS (Army, Navy,
Air Force and Commission Corps) 12 deductions MCTFS (Marines) 12
deductions
Slide 31
Online Giving - MyPay 31 DOD o MilPay o Civ Pay Others (subject
to change) Veterans Affairs Executive Office of the President
Department of Energy Health and Human Services Broadcasting Board
of Governors
Slide 32
Online Giving - MyPay MyPay ePledge allows military and DOD
personnel to establish a CFC allotment within the CFC open season.
Log on at www.employeeexpress.govwww.employeeexpress.gov 32
Combined Federal Campaign option added to MyPay Main Menu System is
available September 1 December 15
Slide 33
Online Giving - MyPay 33 Donor selects Add New
Contribution
Slide 34
Online Giving - MyPay 34 Key Training Point 1.The screen will
ONLY be shown to active duty Army, Navy, Air Force and Commission
Corps Personnel. Those donors must be provided their 4-digit
Campaign Code 2.All other donors campaign information will be
automatically populated 0211 The campaign code for the
Atlanta-Athens Campaign is 0211. Active Army, Navy and Air Force
must enter this code. All over federal agencies will not see this
screen.
Slide 35
Online Giving - MyPay 35 Entering an invalid campaign code will
result in an error message
Slide 36
Online Giving - MyPay 36 1.Active duty Army, Navy, Air Force
and Commission Corps personnel must Confirm Campaign prior to
continuing 2.Other donors will not see this screen
Slide 37
Online Giving - MyPay 37 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 PLEASE ENTER
THE PER PAY AMOUNT, NOT THE ANNUAL AMOUNT.
Slide 38
Online Giving - MyPay 38 Donors can search for charities in
multiple ways. The donor can specify the 5-digit Charity Code.
Universal Giving codes will be integrated into the MyPay
system
Slide 39
Online Giving - MyPay The donor can search for a specific
charity by name. NOTE: There is a 20-30 time limit to complete your
pledge, so it would be helpful to perform your search before
getting here. If you go past the time allotted, the system will
shut you out and you will have to start over.
Slide 40
Online Giving - MyPay The donor can search for a charity by
service type
Slide 41
Online Giving - MyPay 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
Slide 42
Online Giving - MyPay 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
Slide 43
Online Giving - MyPay The donor enters the per pay period or
per month donation amount
Slide 44
Online Giving - MyPay Balance remaining is automatically
calculated Donor has the option to continue or add / delete
charities
Slide 45
Pledge summary is displayed; undesignated funds are
automatically calculated and displayed Key Training Point For an
organizations pledges to be properly credited the donor MUST enter
the Command/Unit or Federal Agency/Office in the box that says
Command/Unit Name (Alphanumeric Field). Please enter you unit
location or code provided by campaign worker Please enter your
agency code. Each federal agency is assigned an agency code. For a
list of agency codes, check with your Agency Coordinator or check
the website www.cfcaaga.org Online Giving - MyPay
Slide 46
Final review and opportunity for donor to confirm intent
Slide 47
Online Giving - MyPay Key Training Point No forms will be
submitted to Keyworker. Donor can view print PDF pledge form for
recordkeeping. Please print this page for your records.
Slide 48
Online Giving - MyPay Donor receipt copy. Up to five charities
are listed on Page 1
Slide 49
Online Giving - MyPay Additional donation information
Slide 50
Q & A
Slide 51
Campaign Awards Outstanding Excellence Award An agency
recognized for meeting their monetary goal plus having a
participation level of at least 50% or 5% higher than last years
participation rate by November 21, 2014. Soaring To New Heights
Award A Division recognized for meeting their monetary goal plus
having a participation level of at least 50% or 5% higher than last
years participation rate by November 21, 2014. Outstanding Agency
Coordinator/Volunteer Award The Agency Coordinator or Volunteer who
best exhibited the spirit of the CFC in completing their job which
includes organizing, planning and implementing their workplace
campaign and/or in volunteering to assist in the campaign and made
a valuable contribution to the overall success of the campaign. No
more than four (4) nominations per division.
Slide 52
Campaign Awards Share The Care Award An agency recognized for
meeting or exceeding their monetary goal by November 21, 2014.
Leadership Award An agency head that provides support to the
overall success of the campaign through providing Loaned
Executives, administrative support and/or resources. CFC
Chairpersons Award A Division, agency, or individual selected by
the CFC Chairperson recognizing distinguished and exceptional
performance or contribution to the overall success of the
campaign.
Slide 53
Key Dates/Points to Remember 53 Do not ask for donations or
pledges before the Kick-Off date, September 1, 2014. Make sure all
givers get their incentive gifts CFC books contain: Color coded
pages for Local (yellow), National (blue) and International (pink)
charities Percentage of charity overhead expenses 25 word
description of the services that the organization provides CFC
Universal Giving Beginning this year, donors will be allowed to
donate to any approved charity regardless to its location. OPM will
develop a searchable Universal Giving List. The list will only be
online, at www.cfcaaga.org or www.opm.gov/cfc.www.cfcaaga.org
www.opm.gov/cfc
Slide 54
Dates to Remember Dates to Remember August 14 Bus Tour August
19 Key Worker Training (Carrie Steele Pitts) August 20 Division
Coordinator Training (Christian City) August 21 Key Worker Training
(Atlanta Food Bank) August 26 Key Worker Training (Sheltering Arms)
August 28 Leadership Summit (St. Joseph Mercy Care) September 9 Key
Worker Training - Athens September 10 Key Worker Training
(Chattahoochee Nature Center) September 13 GA. State vs. Air Force
Academy Ga. Dome) September 16 CFC Kick Off/Health Fair September
17 CFC Open House at Ron Clark Academy September 18 CFC Kickoff -
Athens September 25 Bus Tour September 26 Six Flags Corporate
Event
Slide 55
Dates to Remember Dates to Remember October 1 Key Worker
Training (Richard B. Russell Bldg. Rm 78A) October 8 Bus Tour
October 15 Key Worker Training (Sam Nunn 2 nd Floor) October 16 CFC
Masquerade Jewelry Fundraiser October 29 CFC Awareness- Halloween
Party - Athens October 30 Key Worker Appreciation (Location TBD)
December 15 CFC Campaign Ends December 18 Victory Celebration
(Location TBD)