Transcript Powerpoint title here at 40pt

Coordinator &
Keyworker
Campaign Guide
2014 Ohio River Valley
Combined Federal Campaign
Contents
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General Campaign Information (Green)
2014 Giving Options and Instructions (White)
Coordinator Key Responsibilities (Pink)
Special Events & Activities (Blue)
Campaigner Guide
Thanks You!
2014 Campaign Information
Theme : Make It Possible – watch video
Campaign Dates: September 15 through December 15
Campaign Resources:
· ORVCFC Website—www.orvcfc.org
· 2014 CFC Campaign Video (2)
· Individual Videos
· Charity Stories
· Campaign Activities
· Charity Speakers & Charity Fairs
· Posters/Goal Thermometers
· Charity Brochures
· 2014 Campaigner Guide
· Campaign Giving Option Cards
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2014 Campaign Video
Visit our website www.orvcfc.org and watch our 2014 campaign
video located in the top right-hand corner on our home page!
How do you Make It Possible?
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Contact Information
Andrea Fey, CFC Director
Phone: 513-684-2515
Email: [email protected]
Address (where all report envelopes should be sent to)
Ohio River Valley CFC
550 Main Street, Room 1-116
Cincinnati, OH 45202
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CFC 101
What is the Combined Federal Campaign (CFC)?
The Combined Federal Campaign is the only authorized solicitation of Federal employees in their
workplace on behalf of approved charitable organizations.
Participation is strictly voluntary. Coercion is forbidden.
Why should I give through the CFC?
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Choice
Convenience
Confidence
Care
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2014 Donor Gift
Each donor that makes a minimum contribution of
$1 per pay period ($26 total gift) or a one-time
contribution of $26 or more will receive a lapel pin
as a small token of our appreciation.
This does not include any special event donation.
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Giving Options & Instructions
White packet in training folder
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2014 Giving Options
Online Giving
myPay
Recurring payroll allotment
Employee Express (EEX)
Recurring payroll allotment
CFC Nexus
Recurring payroll allotment
One-time credit card donation
Recurring credit card donation
Paper Pledge Form
Recurring payroll allotment
One-time cash or check
donation
UNIVERSAL GIVING NOW AVAILABLE!
Search online at www.orvcfc.org
Universal giving permits donors to pledge to any participating CFC charity no
matter where the donor or charity is geographically located. This year, donors
will be able to select from over 34,000 local charities from areas outside of our
campaign. These additional charities are members of all the CFC campaigns
across the country.
Important Note: Search options allow you to view ALL the Universal giving
(UG) charities (this is the default) or hide the UG charities in searches and lists.
In addition, the ability to sort the list by distance from zip code is available.
Charities that did not submit zip codes will not appear in the zip code distance
search results.
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Online Giving Options
Employee Express (EEX)
myPay
Benefits of giving online through EEX and myPay e-pledge (payroll deduction only)
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Confidential and Secure: EEX and myPay have secure links directly to your payroll providers. No SSN
information is passed to a campaign or mailed to another office for input.
Accurate: All pledges are received electronically by the payroll office and no math calculations to correct
or printing to decipher.
Searchable: Query the charity database to search for and select charities from your local campaign area
and the National-International list.
Flexibility: Donors can pledge up to 30 charities, and change their pledge through the end of the official
campaign season – December 15. (specific to EXX)
Printable: Employees may print a copy of the pledge form for their own records.
Fast: Information is processed immediately, in real-time, to the CFC reports site and to the payroll
providers daily. Local Campaigns retrieve reports and distribute them as needed to agencies in their
campaigns.
Available: CFC-EEX and myPay are open 24 hours a day, 7 days a week beginning on campaign kickoff to December 15th via the Internet.
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Online Giving Options
CFC Nexus – all Federal employees may pledge through CFC Nexus
Benefits of giving online through CFC Nexus
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Payroll deduction
One-time credit/debit card donation
Recurring credit/debit card deduction
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Giving online helps the CFC reduce the cost to administer the CFC.
The more federal employees pledge online, the less printed materials the CFC needs to
produce in the future. Printing costs represent a significant portion of the CFC budget.
When federal employees complete a paper pledge card, the CFC incurs fees to enter that
pledge data into the donor database. Giving online eliminates those processing fees.
Online giving eliminates errors on pledge cards. When errors are made on paper pledge
cards, it increases the cost to process that pledge.
It allows the donor’s personal information to be more secure and remain confidential. Fewer
people (on average) should know that you pledged and the details of your pledge when
completed online versus on paper pledge cards.
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Online Giving through CFC Nexus
All federal employees may make a payroll deduction or credit card contribution online
in 2014. Payroll and Credit Card contributions will both be made through CFC Nexus,
with the steps to pledge very similar to each other. Giving is made easy—let us show
you.
There are two basic steps in completing your pledge online.
1. First you have to register—or login if you’ve pledged online before.
2. The second step is to actually make your pledge—in three easy steps.
CFC Nexus offers “Help & Training” (under the main menu) to show you how to
register and pledge for those who are unfamiliar with the system. Let’s walk through
both steps right now.
START by going to www.orvcfc.org and click the red ‘Pledge Now Online’ button, it will
take you directly to CFC Nexus.
Then, follow, the steps on the next page.
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Online Giving Through CFC Nexus
1. Either Login or click “Sign me
up as a new donor”
2. Find your agency
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Online Giving Through CFC Nexus
3. Complete your information. Even if you have
pledged before it will ask you to update this
information before moving on to make your
pledge
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Making Your Pledge
Select Your Pledge Type
Payroll Pledge
1. Select Military or Civilian
2. Enter your amount per pay
period you would like to
donate. It will automatically
calculate your total gift.
3. Authorize your payroll
deduction to be taken out by
your payroll office for calendar
year 2015
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4. Enter your Social Security Number (only needed for payroll deduction)
5. Enter your phone number
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6. Release Information if you wish to be thanked by your designated charities. You
may choose to remain anonymous.
*Charity Auto Response Element—CARE pilot
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7. Search for your favorite charities.
8. Allocate your funds
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Charity Search and Universal Giving
Local Charities
National Charities
International Charities
A “Universal Charity” is denoted by an ORANGE UG symbol
Turn off UG Search if you only want local
charities in our local campaign boundaries
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Charity Search and Universal Giving
Local Charities
National Charities
International Charities
Local Charities within ORVCFC local campaign boundaries
are denoted by a GREEN Heart symbol
UG is turned off!
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9. Complete the Questionnaire (optional)
10. Authorize your pledge with your signature
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For a Credit Card Donation (one
time) (choose your card type).
1.
2.
3.
4.
5.
6.
7.
Enter your card number.
Enter the expiration date.
Enter your credit card verification
number.
Enter the cardholder name.
Enter the cardholder’s address in the
respective fields.
Enter the cardholder’s best contact
phone number.
Enter your total one time pledge
amount.
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For a Credit Card Pledge
(recurring) select the monthly
period.
The first transactions will be placed today
and every month on or near today’s day of
the month.
1. Enter the amount per month.
2. Choose your card type.
3. Enter your card number.
4. Enter the expiration date.
5. Enter your credit card verification
number.
6. Enter the cardholder name.
7. Enter the cardholder’s address in the
respective fields.
8. Enter the cardholder’s best contact
phone number.
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Pledging through EEX or MyPay
As a coordinator you will not have immediate access to these
pledges. The CFC Director will process these pledges once a
week and enter them into CFC Nexus in order for you to keep
track of your agency’s progress.
MyPay – Agency ID EXTREMELY important
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Paper Pledge Forms
1. Personal Information
2. Payroll Giving
3. Cash & Check Giving
4. Designation Options
5. Recognition Options
6. Copy of Pledge Card
It is important that Federal employees complete a new pledge card for
each campaign. By signing the pledge card, the contributor is only
authorizing their payroll department to make deductions from his or her
paycheck for one year. If the contributor wants to continue designating
his or her gift to a particular charitable organization(s), he or she must
fill out a new pledge card each year.
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Pledge Card Accuracy
Reasons why a pledge card may not be processed:
· Incomplete charity codes—make sure donors use current codes obtained from the 2013
brochures or website
· Payroll Pledge
- Missing Social Security Number
- Not signed in lower right-hand corner
· Cash pledge—If the cash or check does not accompany the pledge
· The total gift amount and the total designations amount do not match
Please ensure that the total gift amount is computed and stated accurately.
Please make sure the total gift amount divides evenly by the number of pay periods (26
for civilians and 12 for military). Total gift amounts must be divisible by 26 or 12.
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Pledge Card Accuracy
Example
If a donor wanted to give a total gift amount of $500, then $500 divided by 26 pay periods
is $19.23 per pay period. However, $500 doesn’t divide evenly by 26—you have a fraction
of a cent left over ($500/26 = $19.2307). So the donor should give either $499.98 or
$500.24 because both numbers are evenly divisible by 26.
$19.23 x 26 = $499.98
OR $19.24 x 26 = $500.24
This will ensure that pledge cards and report envelopes are completed
accurately.
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Coordinator Key Responsibilities
Pink packet in training folder
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Role of Coordinators and Keyworkers
The most important responsibility of each Coordinator or
Keyworker is to make sure that EVERY employee is personally
asked to participate in the CFC – to give through the CFC to the
charity(s) of his/her choice.
Education and personal touch are the key to a successful campaign!
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Printing Pledges
MOST IMPORTANT RESPONSIBILITY OF BEING A COORDINATOR
All pledges made through Combined Federal Campaign Nexus MUST be printed by
Campaign Coordinators and delivered to the payroll office. The Combined Federal
Campaign Director will assign all Coordinators special privileges in Combined
Federal Campaign Nexus to view and print these payroll copies.
Steps for printing payroll pledges:
1. Login to Combined Federal Campaign Nexus using your username and password
2. When you are logged in you will see “Payroll” in the toolbar across the top of
the page, you will see 5 options, the first 2 options are for printing payroll
pledges: Process new pledges (single print) and Process new pledges (bulk
print).
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Printing Pledges: continued
MOST IMPORTANT RESPONSIBILITY OF BEING A COORDINATOR
3. Once you select the “bulk print” option, you will see the name of your federal
agency listed with the number of unprocessed pledges. Select the name of your
federal agency.
Print All Pledges
4. After printing pledges, the system will prompt you to “Click below to return to the
Pledges” Then select “Mark All Printed/Exported & Saved Pledges as Processed.”
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Paper Pledge Forms
Top Copy (White) - Payroll office
· Deliver to your Payroll Department (Payroll deduction only) by December 15.
· It is the Coordinator’s responsibility to ensure that the “top copy” of all pledge cards for payroll
deductions are promptly delivered to their payroll office to ensure allotments are implemented with
the effective date of January 1, 2014
· All top copies for gifts made by cash or checks may be discarded.
Middle Copy (Yellow) - To Central Receipt Point Of CFC Headquarters
· Must be enclosed in your report envelope
· The Coordinator must submit the audit copies to CFC Headquarters, whether the gift is by payroll
deduction, cash, or check. This is the audit trial copy that identifies designations, allows release of
donor names and addresses to agencies, and accounts for activity attainment.
· All middle copies MUST be turned in to the Combined Federal Campaign
· All report envelopes are turned into the Campaign Director
Bottom Copy (Pink) - Contributor Copy
· All contributions to the Combined Federal Campaign are tax deductible. The contributor should
retain the contributor’s copy for his or her own tax records
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Report Envelope Checklist
1.
Federal Agency Name
2.
4 Digit Agency Code
3.
Address
4.
Your Name
5.
# of Pledges Don’t forget to
check for accuracy!!!!!!!!!
6.
Total $$$ Amount
7.
Signature
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Special Events & Activities
Blue packet in training folder
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Special Events & Activities
· Create ENTHUSIASM!
· Create AWARENESS
· EDUCATE employees about the benefits of the campaign
· ENCOURAGE employees to submit a pledge card promptly
· INCREASE the money raise from your federal agency
Recommendations
Don’ts
· Make them FUN!
· Make sure EVERYONE is included.
· Make sure events are not coercive—participation is
voluntary!
· Strategically schedule them throughout the campaign to be most
successful.
· Participation in a special event should never be
intended to replace one’s regular pledge.
· Make its EASY for employees to participate—Plan events
around other meetings and events.
· Have different locations or departments challenge each other in
competition.
· Incorporate payroll giving into special events by tying it to the
admission or competition.
Rules and Regulations
· MUST occur with the campaign period for your federal agency.
· Get approval from the appropriate agency head or official.
· Be consistent with agency ethics and regulations.
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Your Dollars Making a Difference
What do you Make Possible?
$1 a week provides…
· 200 pounds of food—enough for 168 meals for the hungry
· 10 children with bilingual beginning-to-read books to build early literacy skills
· Six days of medical supplies for a dialysis patient
· Two weeks of infant formula for a family in need
… that’s ONLY $52 a year
$5 a week provides…
· Five wigs for children with cancer undergoing chemotherapy
· Two nights of shelter for a troubled or neglected youth
· Two months of meals for a homebound person
$10 a week provides…
· A lightweight wheelchair for a person who is physically challenged
· One month of preschool for a child at risk of falling through the cracks
· Five and a half weeks of work training
...that’s ONLY $260 a year
...that’s ONLY $520 a year
Check out more example and individual charity stories on our website!
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Special Event Ideas
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Incorporating Payroll Giving into
Special Events
Special Events typically involve the collection of cash and checks which are turned into CFC
Headquarters as a lump sum, meaning the participants are not individually counted as
contributors. The CFC encourages you to incorporate payroll giving into your agency’s Special
Events in order to boost your total contributions!
Coordinators may incorporate payroll giving into Special Events several ways:
· Give co-workers the option of participating in the special event if they complete a payroll pledge,
rather than make a cash/check contribution. For example, Andrea can only join the chili cook-off
if she completes a payroll contribution in place of making a $5 donation.
· Because co-workers gave through payroll deduction, they will be able to participate in all special
events!
Coordinators should have pledge forms and campaign directories on hand at Special Events if
they plan on incorporating payroll giving. Coordinators can also make laptops available so people
can easily pledge online — this has been very successful in the past.
Encourage co-workers to choose payroll giving so they may designate their contribution to their
favorite charity(s). In addition, the incorporation of payroll giving at Special Events offers another
option for those who don’t carry cash.
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Turning in $$ raised at Special Events
Special events are activities where federal employees have the opportunity to participate in the
campaign without formally completing a pledge card. A separate pledge card should be
completed that says “SPECIAL EVENT” where it asks for the donors name. The federal agency
code at the top of the card needs to be completed along with the dollar amount in the space
provided for cash and checks. The rest of the card can be left blank.
The pledge card along with the accompanying cash and checks should be placed in a separate
report envelope with the “SPECIAL EVENT BOX” marked at the top. On section 1 of the report
envelope, indicate zero donors and the total dollars raised. A separate report envelope and
pledge form should be completed for EACH Special Event.
Can a special event benefit a particular charity?
It is possible for Special Events to benefit a particular charitable organization. However, those
intentions must be clearly communicated to all participants AHEAD of time. If you designate all
the proceeds from a special event to a charitable organization, you must enter the corresponding
5 digit agency code on the pledge card.
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Getting Non-Givers to Contribute &
Smarties Candy Activity
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Coordinator & Keyworker
Campaigner Guide
Right pocket of training folder.
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Thank You!
Questions?
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