Transcript Coordinator Training Powerpoint

Combined Federal Campaign
Coordinator Training
Welcome &
Introductions
MATTHEW THIAS
Your Campaign Team
Jennifer Howard
Senior Director
Brendon Ofori
Help Desk
Kim Bailey
Speakers & Fairs Coordinator
Matthew Thias
Fiscal Operations Officer
Vicki Johnson
Account Manager
Jackie McClain
Loaned Executive (IRS)
Judith Bekisz
Loaned Executive (IRS)
Office of Personnel
Management (OPM)
Sets policies and procedures
nationally
Charitable
Organizations
The Donor
Campaign
Coordinators/ Key
Workers
Loaned Executive (LE)
(Federal Employee Volunteer)
Account Manager
(Hired Seasonal Staff)
Local Federal
Coordinating Committee
(LFCC)
Local Board of Directors
Comprised of local federal
agencies
Principle
Combined Fund
Organization (PCFO)
Provides both
Campaign and fiscal
management
Mr. Patrick
Moses
Department of Homeland
Security – Federal
Protective Service
2014 DFW
Metroplex
CFC LFCC
Chair
About DFW
Metroplex CFC
Commonly Asked Questions
1.
1. Why not give directly to the charity?
2.
2. One buck isn’t going to change the world.
3.
3. I know of a local charity that would like to be included in the CFC
charity list
4.
4. What if I don’t feel I can afford to give?
5.
5. I don’t like feeling pressured to give.
6.
6. How do I know that my pledge gets where I intended it to go?
Website
CHECK TOTALS
PLEDGE ONLINE
DOWNLOAD MATERIALS
Video
I MAKE IT POSSIBLE…
Envelope Training &
Accounting Practices
JENNIFER HOWARD
Pledge Card Training
Payroll Deduction
Payroll Deduction
Calculation Errors
Example: $500.00 / 26 = $19.23
$19.23 * 26 = $499.98
Double Check the Calculations!
Cash or Check
Payroll Deduction
Envelope
1.
Fill out envelope completely
Do not include cash/check pledges
2.
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas
75201
TX
Jane Doe
555-123-4567
[email protected]
Jessica Smith
[email protected]
555-123-5678
10
Jess Smith
Jen Howard
10
2600.00
3.
2600.00
09/04/2014
M. Thias
09/06/2014
09/04/2014
Jen Howard
09/06/2014
Federal Agency Info Box
Agency Name/Location
Complete Address
County, State, Zip Code
Name of Keyworker (if applicable)
Phone Number of Keyworker
Email of Keyworker
Name of Coordinator
Phone Number of Coordinator
Email of Coordinator
Audit Box Completed with CC and CFC Staff
Total Number of Pledge Forms
Total $ Amount of Pledges
Signature and Date of CC and CFC Staff
4.
5.
6.
Seal and Initial Envelope Together
Make a Photocopy of Envelope
Audit Box Fiscal Manager
Verify Total Number of Pledge Forms
Verify Total $ Amount of Pledges
Signature of Fiscal Manager and Sr. Director
7.
Process Deposit
Envelope Errors
1.
Fill out envelope completely
Do not include cash/check pledges
2.
Agency Name/Location
Complete Address
County, State, Zip Code
Name of Keyworker (if applicable)
Phone Number of Keyworker
Email of Keyworker
Name of Coordinator
Phone Number of Coordinator
Email of Coordinator
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas
75201
TX
Jane Doe
555-123-4567
3.
[email protected]
10
[email protected]
Jess Smith
Jen Howard
11
2600.00
Audit Box Completed with CC and CFC Staff
Total Number of Pledge Forms
Total $ Amount of Pledges
Signature and Date of CC and CFC Staff
Jessica Smith
555-123-5678
Federal Agency Info Box
3000.00
09/04/2014
M. Thias
09/06/2014
09/04/2014
Jen Howard
09/06/2014
4.
5.
6.
Seal and Initial Envelope Together
Make a Photocopy of Envelope
Envelope Correction
Total Number of Pledge Forms
Total $ Amount of Pledges
Signature of Fiscal Manager and Sr. Director
Notes of Changes Made
Initials of Fiscal manager
Initials of Senior Director
7.
Photocopy Corrected Envelope
Email Corrected Envelope to CC
8.
Process Deposit
Cash/Check Envelopes
1.
Fill out envelope completely
2.
Federal Agency Info Box
Do not include any payroll pledges
Agency Name/Location
Complete Address
County, State, Zip Code
Name of Keyworker (if applicable)
Phone Number of Keyworker
Email of Keyworker
Name of Coordinator
Phone Number of Coordinator
Email of Coordinator
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas
TX
75201
Jane Doe
[email protected]
555-123-4567
3.
Jessica Smith
555-123-5678
10
[email protected]
100.00
10
4.
100.00
10
100.00
20
200.00
20
200.00
Jess Smith
Jen Howard
09/04/2014
09/04/2014
M. Thias
Jen Howard
Total Number of Check Pledge Forms
Total $ Amount of Pledges
Total Number of Cash Pledge Forms
Total $ Amount of Pledges
Total Number of Pledge Forms
Total $ Amount of Pledges
Signature and Date of CC and CFC Staff
100.00
10
09/06/2014
09/06/2014
Do Not Separate Cash/Check from Pledge
cards
Audit Box Completed with CC and CFC Staff
5.
6.
7.
Seal and Initial Envelope Together
Make a Photocopy of Envelope
Audit Box Fiscal Manager
Total Number of Check Pledge Forms
Total $ Amount of Check Pledges
Total Number of Cash Pledges
Total $ Amount of Cash Pledges
Total Number of Pledge Forms
Total $ Amount of Pledge Forms
Signature of CC and CFC Staff
8.
Process Deposit
“FUN”draising 101
Types
• Jeans Day
• Taco Bar
• Silent Auctions
• Golf
Tournaments
• Get Creative
Things to know…
• Funding sources
• In kind
donations
• Tax Receipts
• Food Directive
• Ethics Offices
Fundraiser/Special Event
FDIC – Dallas Region
Fundraiser, Jeans Day
1601 Bryan St. Dallas, TX 75202
9
multiple
1.
2.
3.
4.
Fundraiser, Name of the Event
Agency/ Location
Address
Work Phone Number
9
9
9
9
8.
9.
10.
11.
Date of Contribution
Charity Code
Annual Amount
SSN and Signature Box –
LEAVE BLANK
$1150.00
$1150.00
5. Cash / Check Amount
6. Make All Check Payable to
Combined Federal Campaign
7. Identify Cash / Check Multiple
Cash/Check Envelopes
1.
Fill out envelope completely
2.
Federal Agency Info Box
Do not include any payroll pledges
Agency Name/Location
Complete Address
County, State, Zip Code
Name of Keyworker (if applicable)
Phone Number of Keyworker
Email of Keyworker
Name of Coordinator
Phone Number of Coordinator
Email of Coordinator
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas
75201
TX
Jane Doe
555-123-4567
[email protected]
3.
Jessica Smith
555-123-5678
[email protected]
4.
5.
10
100.00
10
100.00
20
Jess Smith
Jen Howard
200.00
09/04/2014
09/04/2014
10
10
100.00
20
200.00
09/06/14
Jen Howard
Total Number of Check Pledge Forms
Total $ Amount of Pledges
Total Number of Cash Pledge Forms
Total $ Amount of Pledges
Total Number of Pledge Forms
Total $ Amount of Pledges
Signature and Date of CC and CFC Staff
100.00
M. Thias
09/06/14
Do Not Separate Cash/Check from Pledge
cards
Name of Fundraiser / Special Event
Audit Box Completed with CC and CFC Staff
6.
7.
8.
Seal and Initial Envelope Together
Make a Photocopy of Envelope
Audit Box Fiscal Manager
Total Number of Check Pledge Forms
Total $ Amount of Check Pledges
Total Number of Cash Pledges
Total $ Amount of Cash Pledges
Total Number of Pledge Forms
Total $ Amount of Pledge Forms
Signature of CC and CFC Staff
8.
Process Deposit
Accounting Best Practices
• Schedule “time” for your pick –
ups
• Keep copies of envelopes
• Account for pledges –
spreadsheet
• Seal WITH a LE/CFC staff
person
• Do NOT hold cash and/or
checks for an extended time,
turn in weekly
• Do process large amounts of
cash as soon as possible
• Check website, verify totals
match
•
•
•
•
Do take a large amount of coins
and/or cash to the bank or a
Coinstar location and have it
converted into larger bills or
cashier’s check. Attach receipt.
Do NOT route fundraiser donations
through your personal account.
Keep all donor contributions secure
at all times
Do attach a second pledge form to
the initial pledge form if a donor
has contributed to more than 5
charities, number each pledge form.
Break
Donor
Incentive
Order
Form
Every
Donor
Gift
CFC Lapel
Pin
Philanthropist
Award
Challenge Coin
$650-$4,999
($25 per pay period)
Eagle
Award
$5,000 &
Above
($200 per pay
period)
Speakers & Fairs
KIM BAILEY
Speaker
Request
Form
Charity
Fair
Request
Form
Charity
Event
Acceptance
Form
Confirmation
9 Steps to a
Successful
Campaign
Coordinator Responsibilities and
Fiscal Management Contract
Number one reason people
don’t give?
Thank you!!!
DON’T FORGET TO:
MEET YOUR LOANED
EXECUTIVES / ACCOUNT
MANAGER
GATHER YOUR MATERIALS