Transcript Division Coordinator Training

“Giving From My Heart to Yours…
Heart2Heart”
Organizational Structure
CFC
Chairperson – Scott Raymond
CFC
Director – Nickie Hand
Loaned
Executives
Division Chairperson
Division Coordinators
Agency Coordinators
Key Workers
CFC MAP
Dade
Catoosa
Towns
Fannin
Rabun
Union
Whitfield
White
Gilmer
Murray
Walker
Habersham
Lumpkin
Current Campaigns
Gordon
Dawson
Jackson
Cobb
Polk
Barrow
Paulding
Clayton
# 0211 Greater Atlanta-Athens CFC
# 0212 Central Savannah River Area
CFC
# 0214 Columbus/Ft. Benning Regional
CFC
# 0217 Middle Georgia Area CFC
Troup
Meriwether
Pike Lamar
Monroe
Wilkinson
Jenkins
Twiggs
Screven
Johnson
Emanuel
Laurens
Bleckley
Houston
Marion
Burke
Jefferson
Washington
Peach
Taylor
Candler
Treutlen
Bulloch
Effingham
Macon
Pulaski
Schley
Montgomery
Dodge
Dooly
Stewart Webster
Lee
Chatham
Telfair
Jeff Davis
Ben Hill
Turner
Irwin
Worth
Bryan
Tattnall
Toombs
Crisp
Calhoun
Evans
Wheeler
Sumter
Wilcox
Clay
Glascock
Baldwin
Jones
Crawford
Muscogee
Chattahoochee
Hancock
Bibb
Talbot
Richmond
Putnam
Jasper
Upson
Harris
Randolph Terrell
# 0805 Greater Chattanooga Area CFC
McDuffie
Warren
Butts
Spalding
Columbia
Taliaferro
Greene
Fayette
Coweta
Quitman
# 0218 Coastal Georgia CFC
Morgan
Newton
Henry
Heard
Lincoln
Wilkes
Walton
Rockdale
Fulton
Elbert
Oglethorpe
Oconee
De Kalb
Douglas
Carroll
Madison
Clarke
Gwinnett
Haralson
Hart
Hall
Forsyth
Bartow
Franklin
Banks
Cherokee
Floyd
8 Campaigns
# 0185 Northeast Florida/Southeast
Georgia CFC
# 0210 Southwest Georgia CFC
Stephens
Pickens
Chattooga
Long
Liberty
Appling
Coffee
Dougherty
Wayne
Bacon
McIntosh
Tift
Pierce
Baker
Early
Berrien
Miller
Mitchell
Decatur
Colquitt
Grady
Glynn
Ware
Brantley
Lanier
Thomas
Seminole
Atkinson
Cook
Camden
Clinch
Brooks
Lowndes
Echols
Charlton
Strategies for Running a
Fun and Enthusiastic
Campaign
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!
Always say “Thank You”
Role of Division Coordinator
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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
Role of Agency Coordinator
• 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.
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Role of Key Worker
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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
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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?
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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
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.
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 donor’s 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.
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
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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
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)?
Q&A
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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
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
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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
NOTE: Donations
are NOT limited to
5 designations.
For more than 5
designations fill
out additional
pledge cards and
staple together.
• Check incentives to ensure that they are captured
• Be sure to initial envelope
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
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Envelope Review/Submission
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”
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Preparation Cont’d
• 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”
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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
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Incentive Items
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
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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.
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
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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
charity’s 5-digit code on your paper pledge form.
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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 charity’s 5-digit
code on your paper pledge
form.
Website Search
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Online Giving – MyPay Highlights
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2.
3.
4.
5.
6.
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.
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).
Please enter your agency number in the Command/Unit or Federal
Agency/Office box so that pledges will be properly credited to your
agency.
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.
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.
Online Giving - MyPay
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
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Online Giving - MyPay
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
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Online Giving - MyPay
System is available September 1 – December 15
• MyPay ePledge allows military and DOD personnel
to establish a CFC allotment within the CFC open
season. Log on at www.employeeexpress.gov
Combined Federal Campaign option
added to MyPay Main Menu
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Online Giving - MyPay
Donor selects
“Add New Contribution”
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Online Giving - MyPay
The campaign code for
the Atlanta-Athens
Campaign is “0211”.
0211
Active Army, Navy and
Air Force must enter
this code. All over
federal agencies will not
see this screen.
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
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Online Giving - MyPay
Entering an invalid campaign code
will result in an error message
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Online Giving - MyPay
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
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Online Giving - MyPay
Donor selects donation amount per pay
period/month
PLEASE
ENTER THE
PER PAY
AMOUNT, NOT
THE ANNUAL
AMOUNT.
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
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Online Giving - MyPay
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
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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.
Online Giving - MyPay
The donor can
search for a
charity by
service type
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
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
Online Giving - MyPay
The donor enters
the per pay period
or per month
donation amount
Online Giving - MyPay
Balance remaining
is automatically
calculated
Donor has the option
to continue or add /
delete charities
Online Giving - MyPay
Pledge summary
is displayed;
undesignated
funds are
automatically
calculated and
displayed
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
Key Training Point
For an organization’s
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”
Online Giving - MyPay
Final review and
opportunity for
donor to confirm
intent
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.
Online Giving - MyPay
Donor receipt copy. Up to five
charities are listed on Page 1
Online Giving - MyPay
Additional
donation
information
Q&A
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 year’s 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 year’s 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.
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 Chairperson’s 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.
Key Dates/Points to Remember
• 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.
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Dates to Remember
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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
Dates to Remember
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October 1 – Key Worker Training (Richard B. Russell Bldg. Rm 78A)
October 8 – Bus Tour
October 15 – Key Worker Training (Sam Nunn – 2nd 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)
Web Site Address
www.cfcaaga.org
Thank You!
Thank You!
Thank You!