Transcript Document

 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
 100% Contact
 Greater Olympic Peninsula Goal $2M
 Local Goal – establish to be realistic and
challenging
 Suggest 1Hr. Avg. Pay x # Employees
 Campaign Dates –
On-line open September 1st – December 15th
GOP CFC solicitation – 1 October – 22 November
Establish local dates that work for your command/organization
 Make information available as much as
possible – websites, FB, etc/
 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
 Most important link to reach employees!!!
 ESSENTIAL for a good campaign
 Provide 100% Contact to Employees
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One-on-one
Small Group Presentation (< 20 employees)
Materials provided – brochure, donor slip, pen,
website address
 Important Tools to use:
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Action Checklist – copy in workbook
Contact Check Sheet – Key worker Drawing
 Advertising – Display posters
 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 nondonors.
 NO promoting one agency over another – Let the
contributor choose the agency that will receive his or
her gift.
 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.
 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
 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.
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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 5digit charity code either on your paper pledge form or in the online donation tool, complete the form and submit! It’s that easy!
 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
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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!
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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.
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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.
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Searchable version also available at
http://www.gopcfc.org
 CFC Q & A
 Pledge Card
 Giving Guidelines
 Alphabetic Index
 CFC Handbook (green)
 Posters
 Thermometer Goal Poster
 CFC Brochure
 CFC Keyperson Report & Contribution Packet
 CFC Consolidated Receipt & Accounting
Form
 Pledge Card
Copy 1 (white) Payroll
Copy 2 (yellow) PCFO
Copy 3 (pink) Contributor
 Link through website
• Payroll – automatic processing for civilians
• Military – print and submit to PSD
 SSN is not retained in either method
Donor selects
“Add New Contribution”
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 Code
2. All other donors’ campaign information will be automatically populated
3. Invalid code will result in error message
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
Donors can
search for
charities in
multiple ways.
The donor can
specify the 5digit Charity
Code.
The donor can
search for a
specific
charity by
name.
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
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
The donor enters
the per pay period
or per month
donation amount
Balance remaining
is automatically
calculated
Donor has the option
to continue or add /
delete charities
Key Training Point
For an
organization’s
pledges to be
properly credited
the donor MUST
enter the
Command/Unit or
Federal
Agency/Office
Pledge summary
is displayed;
undesignated
funds are
automatically
calculated and
displayed
Final review and
opportunity for
donor to confirm
intent
Key Training Point
No forms will be
submitted to
Keyworker. Donor
can view print PDF
pledge form for
recordkeeping.
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.
 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
 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
 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