Established in 1961 by former President John F. Kennedy Largest & only workplace giving campaign for Federal employees giving back to approved

Transcription

1

2 Established in 1961 by former President John F. Kennedy Largest & only workplace giving campaign for Federal employees giving back to approved charitable organizations The most successful workplace philanthropic fundraiser in the world (Over $272.7 million dollars for charitable causes around the world) Over 150 local CFC campaigns that organize the annual fundraising effort in Federal workplaces in the United States and Overseas A local campaign that is governed by an executive board made up of your Federal employee colleagues Local Federal Coordinating Committee (LFCC) LFCC approves all local charities while OPM approves all national/international charities OPM s Universal Giving (UG) Program - ALL federal donors can now designate to any Local CFC approved charity regardless of the donor s OR charity s location; there were over 18,700 total Local charities in 2014

3

4 Remember This is YOUR campaign! Set goals & develop a plan to implement the CFC drive for your federal agency/command Establish a Campaign Dollar Goal. Review your campaign history Campaign Account Report EDUCATE staff on the importance & benefits of CFC; Visit Seek & Involve the support and commitment of your Leadership Select Key Workers (departmental co-workers) to assist you Encourage participation by ensuring EVERYONE receives an opportunity to give 100% Contact Promote! Promote! Promote Online Pledging! Visit Encourage voluntary giving through Payroll Deduction. It s easier & convenient! Host a kick-off activity, fundraisers & internal incentives; include CFCSHR speaker presentation (Please be sure to first check with your JAG/Ethics/Legal Office regarding these activities.)

5 Distribute campaign materials: Pledge Forms & Charity Brochures Direct staff to the website to pledge online MUST Collect & Verify the ACCURACY of donor information on paper/online pledges. MUST maintain a record of donors; Specify leadership givers via the Campaign Report Sheet (Active spreadsheet); Pick up & distribute their Leadership Recognition gifts Turn in ALL PAYROLL/PSD carbon copies (top copy) AND signed CFC NEXUS payroll copies to respective Payroll Office/Command Pass Coordinator (CPC)/CSR Admin NLT 1 December Turn in ALL CFC carbon copies (middle copy) with ALL cash/checks & NEXUS cash/check pledges to: Complete your campaign with 100% Contact of personnel Say THANK YOU - to Donors, Key Workers, Leadership, Volunteers & Event staff Evaluate Results

6 Campaign Account Report Campaign Report Sheet

7 COORDINATOR Check One: First Report Additional/Partial Final Report CFC OFFICE Staff Initial: Date: Time: CAMPAIGN COLLECTION ENVELOPE SUBMIT SEPARATE ENVELOPE WITH ALL CFC NEXUS CASH/CHECK PLEDGES PAYROLL ENVELOPE ONLY CHECK IF MILITARY PLEDGES INSIDE ONLY CHECK IF CIVILIAN PLEDGES INSIDE Use separate Payroll Envelopes as Military pay offices DO NOT accept Civilian payroll deduction forms and vice versa. Complete envelope checking only ONE box above according to payroll pledge copies inside. Enclose the PAYROLL/PSD COPY (top copy) of all CARBON pledges AND all CFC NEXUS Online printed/signed Payroll pledge forms. Military commands: Use a separate Payroll Envelope for Civilian pledges & submit to command s CSR/CPC/Payroll Admin personnel. DO NOT INCLUDE MYPAY OR CASH/CHECK PLEDGES OR MONIES IN THIS ENVELOPE. SUBMIT ENVELOPES TO PSD/PAYROLL OFFICE(S) NLT 1 DECEMBER Federal Agency / Command: Address: City: State: Zip: Coordinator Name: Phone: Department Key Worker Name (if applicable): Phone: For Coordinator/Key Worker Use Only Total # of Payroll Pledges: Total Amount: $ UIC: Air Force Navy Civilian Army US Coast Guard Post Office Marine US Federal Agency Coordinator Signature: Date: / / Confirmed Total # of Donors: FOR PSD/PAYROLL OFFICE USE ONLY Confirmed Total Pledge Amount: $ 1 2 CFC Account #: Federal Agency / Command: Coordinator: Coordinator Phone: ENCLOSE DONORS CFCSHR OFFICE COPY AND CASH/CHECK PAYMENTS INSIDE THIS ENVELOPE ONLY (middle carbon copy): Complete information below according to CARBON pledges inside this envelope Pledge Type Total # of Donors Total $ Amount Payroll Deduction / Allotment $ Cash / Check $ TOTAL EMPLOYEE GIVING $ Special Events / Fundraising (i.e. bake sale, chili cookoff, etc.) TOTAL $ DEADLINE TO SUBMIT ALL PLEDGES: 15 DECEMBER CFCSHR WILL NOT ACCEPT PLEDGES AFTER THIS DATE LEADERSHIP GIVING: Enter total count for those who indicate they want a gift only. #Flag #Eagle $240-1,199 $1, DONOR COPY (last carbon copy): All donors MUST keep their DONOR COPY for Tax purposes. CFC DOES NOT PRODUCE A TAX LETTER. COORDINATOR: 1. Deliver pledges & monies in this envelope to the CFCSHR office, 2515 Walmer Avenue, Norfolk, VA Request a pick-up at (757) or cfcshr@unitedwayshr.org 3. Send registered mail if deployed/remote location or use any method that includes tracking to: CFC of South Hampton Roads PO Box Norfolk, VA CFCSHR OFFICE AUDIT USE ONLY Pledge Type Total # of Donors Total $ Pledges Confirmed Payroll Deduction: $ Confirmed Cash/Check: $ Confirmed Fundraiser: $ $ Staff Name: Date: / / Confirmed Total: $ Payroll: Please only use CFC Campaign Number 0897 to process all CFCSHR payroll deduction slips. CFC Auditor / Date: Lead Commit Care Revised Lead Commit Care Revised 2015

8 ILLEGIBLE INFORMATION ON THE FORM MAY RESULT IN INACCURACIES OF DONOR s PLEDGE When Payroll/PSD or CFC copies ARE NOT turned in to correct offices = NO PLEDGE MADE BY DONOR

9 Click the PLEDGE ONLINE button on the homepage, CFC NEXUS will open in a new window New NEXUS donors, Click REGISTER Returning NEXUS donors, Click LOGIN

10

11 Federal Employees ARE NOT permitted to solicit Contractors/ Retirees. They may approach Coordinator. Contractors/Retirees ARE NOT permitted to pledge online; they may submit cash/check via a paper pledge only

12

13 MAKE A PLEDGE

14

15

16 NOTE: Your Agency/Command s Payroll Office ASKs for an ink signature from the donor Donors are required to PRINT off copy, SIGN & SUBMIT to Agency/ Command Coordinator/ Key Worker as per federal Payroll Office PAYROLL DEDUCTION PLEDGES: Donors will be asked to enter SSN/EIN after this step

17 When CFC NEXUS Payroll copies ARE NOT turned in to PSD / CSR/ Payroll Admin = NO PLEDGE MADE BY DONOR COORDINATORS: Please turn in Payroll copies to your PSD/Payroll Office; CASH/CHECK copies should be turned in to CFCSHR office

18 1. MY TOOLS 2. PAYROLL TOOLS 3. Click process new pledges (single) Don t have MY TOOLS on your menu bar, see Slide 9 ONLY PROCESS PLEDGE IF Donor has submitted to you the signed & printed payroll pledge or paper clipped Cash/Check payment to one-time pledge

19 ONLY PROCESS PLEDGE IF Donor has submitted to you the signed & printed payroll pledge or paper clipped Cash/Check payment to one-time pledge

20 Payroll Deduction ONLY. Donors DO NOT have to print off form. DO NOT SUBMIT TO PSD/PAYROLL MUST use the correct Command/Unit Name ( Federal Agency Name ) assigned to your federal agency/command. This is your CFCSHR Account # Maximum donation amount for military personnel is $833/month (or $9,996/year). To cancel pledge, donor MUST contact their Payroll Customer Service. System unavailable for DHS, USCG and USPS personnel min Timeout ACTIVE DUTY Army/Navy/Air Force Use the South Hampton Roads CFC 4-digit Campaign Code 0897 at start of pledge. Marine & DoD Civilians DO NOT need to enter 4-digit code; System will recognize 0897 code. Will not see screen. PLEASE DO NOT ENTER ANY OTHER CODES THAN WHAT HAS BEEN ASSIGNED BY CFCSHR. Visit the MyPay website via your agency/command intranet

21 0897

22 Donors can search for charities in multiple ways: 5-digit Charity Code; Charity name; Category/ Keyword; Advanced search

23 Don t know your agency/command CFCSHR Acct #? CONTACT CFCSHR MIL will see: Command/Unit Name CIV will see: Federal Agency/Office ###### Enter YOUR Federal Agency/Command s CFC 4-digit, 5-digit or 6-digit Account number HERE

24 0897 Your Agency/ Command s CFC Acct# will print here Donors can designate up to a maximum of 30 charities (29 if there are undesignated funds remaining) DO NOT TURN IN TO PSD/PAYROLL OFFICES Donor receipt copy. Up to five charities are listed on Page 1

25 PARTICIPATING FEDERAL AGENCIES (Area 10) ONLY (i.e. OPM, SSA, etc.) Look for the CFC Logo on Employee Express (EEX). Payroll Deduction ONLY. Donors DO NOT have to print off form. DO NOT SUBMIT TO PSD/PAYROLL All participating agencies have agreed that the use of EEX for CFC is strictly optional. No employee is required to use EEX to make his or her CFC donation. During CFC campaign season, the EEX system will allow users to start a CFC contribution, or to review and edit a pledge previously entered into the system. If your Federal Agency participates in EEX and you are not already an Employee Express system user, you may subscribe by going to the Employee Express Web site and requesting a PIN. Visit the Employee Express website (

26 CFC CAMPAIGN DATES: 1 SEPTEMBER 15 DECEMBER YOU are responsible for educating the donor & providing the opportunity for donor to give. YOU are accountable for distributing, collecting & proofing each donor s pledge. Use appropriate campaign report envelopes. If a pledge is unclear/incomplete, please return to donor for accuracy before submitting to CFCSHR/Payroll offices. Treat ALL donor pledges as MONEY! If you misplaced the donor s pledge or did not submit correct copies to CFCSHR/Payroll accordingly, you misplaced the donor s money. Ensure all donors keep their carbon pledge copy (DONOR COPY) or a copy of their online pledge for tax purposes as CFC does not produce a tax letter. Contact CFCSHR if you have questions or may need additional materials.

27