Transcript Pikes Peak Region

2014
Employee Express Giving Training
Online Giving
 Online: Employee Express CFC Module Training
 Giving
 Reporting
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Online Giving
 CFC is moving towards 100% online giving
 Why:
 Increased donor confidentiality
 Reduced administrative workload
 Reduced possibility of administrative errors associated with
paper pledge form processing
 Reduces campaign costs
 Fewer donor dollars spent on overhead and more donor
dollars directed to CFC-supported charities
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Giving Methods
Reoccurring Gift:

Payroll Deduction – 90% of campaign

Employee Express – Participating Federal agencies
CFC-EEX
is not mandatory for CFC pledges.
CFC-EEX
is another option for the Federal
donor in agencies using EEX.
Employees
utilizing CFC-EEX E-Pledge should
not submit an additional paper pledge form for
their payroll deduction pledge.
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Giving Methods

Participating Agencies
Administrative Conference of the United States
Advisory Council on Historic Preservation
African Development Foundation
American Battle Monuments Commission
Appraisal Subcommittee-Federal Financial
Institutions Exam Council
Arctic Research Commission
Barry M. Goldwater Scholarship and Excellence in
Education Foundation
Christopher Columbus Fellowship Foundation
Commission for the Preservation of America's
Heritage Abroad
Commission of Fine Arts
Commission on Weapons of Mass Destruction
Committee for Purchase from People Who are Blind
or Severely Disabled
Consumer Product Safety Commission
Council of the Inspector General on Integrity and Efficiency
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Giving Methods

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Participating Agencies
Delta Regional Authority
Department of Education
Department of State
Department of the Interior
Department of Transportation
Dwight D. Eisenhower Memorial Commission
Election Assistance Commission
Environmental Protection Agency
Equal Employment Opportunity Commission
Export-Import Bank of the United States
Federal Energy Regulatory Commission
Federal Labor Relations Authority
Federal Trade Commission
Financial Crisis Inquiry Commission
Foreign Service Annuitants
General Services Administration
Harry S Truman Scholarship Foundation
Helping to Enhance the Livelihood of People Around the Globe Commission
Institute of Museum and Library Services
Inter-American Foundation
International Trade Commission
Giving Methods

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Participating Agencies
James Madison Memorial Fellowship Funds
Japan-U.S. Friendship Commission
John F. Kennedy Center for Performing Arts
Marine Mammal Commission
Medicaid and CHIP Payment and Access Commission
Medicare Payment Advisory Commission
Millennium Challenge Corporation
Morris K. Udall Scholarship Excellence in National
Environmental Policy Foundation
National Aeronautics and Space Administration
National Archives and Records Administration
National Commission on Fiscal Responsibility and Reform
National Council on Disability
National Credit Union Administration
National Labor Relations Board
National Mediation Board
National Science Foundation
National Transportation Safety Board
Northern Border Regional Commission
Nuclear Regulatory Commission
Nuclear Waste Technical Review Board
Giving Methods

Participating Agencies
Office of Federal Inspector - Alaska Natural Gas Transportation System
Office of Navajo and Hopi Indian Relocation
Office of Personnel Management
Overseas Private Investment Corporation
Pension Benefit Guaranty Corporation
Privacy and Civil Liberties Oversight Board
Public Interest Declassification Board
Railroad Retirement Board
Recovery Act Accountability and Transparency Board
Ronald Reagan Centennial Commission
Securities and Exchange Commission
Selective Service System
Senate Restaurant Associates
Social Security Administration
State Justice Institute
Stennis Center for Public Service
Superior Courts of the District of Columbia
Thrift Investment Board
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Giving Methods

Participating Agencies
U.S. Chemical and Safety Hazard Investigation Board
U.S. China Economic and Security Review Commission
U.S. Commission on International Religious Freedom
U.S. Holocaust Memorial Museum
U.S. Institute of Peace
U.S. Interagency Council on Homelessness
U.S. Trade and Development Agency
U.S. Tax Court
Valles Caldera Trust
Vietnam Education Foundation
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Giving Methods

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Demonstration Account: available to familiarize
Federal users with the CFC-EEX E-Pledge system.

Go to https://www.employeeexpress.gov and Login
with: 999999994 and Password: Demo#444

Local charities for the demo account are in the
Atlanta Georgia region
EEX Pledging
Employee Express Log In Screen
Enter your
login ID and
Password
then click
“Sign In”.
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Thank you for partnering with the CFC!
EEX Pledging
Select Your Federal Agency
Select the radio
button beside
your agency
then click
“Submit”
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EEX Pledging
Select CFC as the payroll action
Click the “Combined
Federal Campaign”
button.
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EEX Pledging
Routine Security Message
Click the “Continue to
Main Menu” button.
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Thank you for partnering with the CFC!
EEX Pledging
Select Your Charity(s) & Dollar Amounts (Top of Page)
This is the top part of the next
screen. Note that some
information may be pre-filled.
Also see that this payroll
election becomes active on first
pay period in January, 2014 and
lasts for only one calendar year.
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Thank you for partnering with the CFC!
Select Your Charity(s) & Dollar Amounts
Pledging
This is the middle part of
the same page where you
can search for a charitable
organization several
different ways (by number,
name, service category or
composite search.) Select
the related search button
to initiate your search.
Search results will return
at the bottom of this same
page. (See the next
PowerPoint slide.)
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Select Your Charity(s) & Dollar Amounts
Pledging
This is the
bottom part of
the same page
where search
results are
presented.
Select your
charity(s) by
clicking the “Add
to Cart”
button(s).
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Thank you for partnering with the CFC!
Select Your Charity(s) & Dollar
Amount (Top of Page)
Pledging
Scroll up to the top part of
the same page. Confirm
(or enter) your “Pay
Period Contribution”
amount, edit the charity(s)
you selected (if
necessary), then click
“Save Selected Charties
and Continue.”
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Thank you for partnering with the CFC!
Confirm/Edit Charity or
Contribution Amount (Top of Page)
Pledging
This is the top part of
the next page.
Confirm your
contribution amount
and charity(s) are
accurate.
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Final Confirmation or Edit
(Bottom of Page)
Pledging
This is the bottom part of
the final page. Ensure the
information entered is
accurate.
Click the “Yes” button if
everything is correct
otherwise click “No” if you
wish to change/correct
information, charity or
contribution amount.
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Thank you for partnering with the CFC!
Exit Screen
EEX Pledging
A charitable payroll
deduction satisfies all
documentation
requirements for income
tax reporting purposes..
If you wish to receive
confirmation of this payroll
action request, enter your
email address and click the
“Submit and Return to
Main” button. Otherwise,
click the “No Thanks…”
button.
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Thank you for partnering with the CFC!
Thanks You Awards




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Available to EVERY contribution no matter the contribution size
Online Contributors print a track form and submit it
Traditional pledge form – request on pledge form
Donors don’t give for the donor gift, they can easily feel slighted if promised
something they don’t receive
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking

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PCFO Tracking Form Provided for ECCs & Keyworkers

Each KeyWorker keeps a list of their 25 co-workers with a check box
of what gift that donor requests and whether or not they have
received it

Keyworkers submit contribution envelopes and gift tracking ledger to
ECC/IPO or finance officer

Keyworkers also submit thank you gift ledger electronically to
ECC/IPO or finance officer

ECC/IPO or finance officer cuts and pastes keyworker ledger info
onto master gift tracking ledger
Thank you for partnering with the CFC!
Donor Appreciation Award Tracking
Get Your Give ON-Line
One time credit card, cash or check
Reoccurring Payroll deduction
Federal Agency: ____________________________
Donor: _____________________________
Unit Name: ________________________________
Unit Code: __________________________
Gift Level:  General recognition coin
 I prefer not to receive a donor appreciation gift.
Provided online for donor to print out and submit
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Donor Appreciation Award Tracking Ledger
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Key Worker Turn-In
Campaign Reporting
Installation: ____________________________
Donor:
_____________________________
Unit Name:
____________________
Unit Code:
__________________________
Gift Level: General Silver (one hour’s pay per pay period) Gold (two
hour’s pay per pay period)
Eagle Silver Eagle  Golden Eagle
I prefer not to receive a donor appreciation gift.
EEX award appreciation
confirmation forms are collected
and recorded on the envelope.
Donor Gift Request Form
Record names of donors
requesting thank you gift on gift
ledger.
Not all donors submit form so a
periodic report will list all donors
and keyworkers will note
additional thank you award
recipients from this list and
distribute the thank you gift to
those donors as requested.
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Thank you for partnering with the CFC!
Reporting Envelope
Turn-In Flow Chart
Keyworker
Donors
Federal Payroll
Office
There may be a
Unit Project Officer
(UPO) in larger agencies
if desired
LE or PCFO Hub Administrator
ECC
CFC Staff
(Regional PCFO Office)
Charitable Organizations
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Thank you for partnering with the CFC!
EEX Turn-In Preparation
Collect Thank you appreciation forms weekly

EEX pledge thank you gift confirmation form collection ONLY

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Collect and verify forms:
 Ensure donor’s name and e-mail address is included
 Ensure unit/office code is completed
 Ensure gift request is completed
Report number of gifts requested on report envelope
Key Worker Turn-Ins
Keyowker records
thank you gift requests
on reporting envelope
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Thank you for partnering with the CFC!
EEX Solicitation Conclusion

EEX Giving turned off COB Dec 15 (regulations)

All Contributions Received by DPO or UPO: December 16

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0
Ensure CFC Staff has your totals for Awards
Final Turn-ins scheduled with PCFO Dec 16 – 20
Thank you for partnering with the CFC!
Giving Methods
One Time Gifts:

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If a EEX agency donor wishes to make a one time gift
they cannot use EEX. They must use either:

Traditional pledge form (hard copy or PDF)

Nexus credit card
Thank you for partnering with the CFC!
Q&A:
Questions?
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2014
Thank you for leading the CFC!