Greater Olympic Peninsula
www.gopcfc.org
CFC HISTORY
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
Goals
100% Contact Greater Olympic Peninsula Goal
$2M Local Goal – establish to be realistic
and challenging Suggest 1Hr. Avg. Pay x # Employees
CFC Info
Campaign Dates – On-line open September 1st – December 15th
GOP CFC solicitation – 1 October – 22 NovemberEstablish local dates that work for your
command/organization
Make information available as much as possible – websites, FB, etc/
Chairperson
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
Keyperson
Most important link to reach employees!!! ESSENTIAL for a good campaign Provide 100% Contact to Employees
One-on-one Small Group Presentation (< 20 employees) Materials provided – brochure, donor slip, pen,
website address Important Tools to use:
Action Checklist – copy in workbook Contact Check Sheet – Key worker Drawing
Advertising – Display posters
REMINDERS – The Don’ts
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 non- donors.
NO promoting one agency over another – Let the contributor choose the agency that will receive his or her gift.
What About Coercion?
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.
Keys to Success!
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
Designation of Donation 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.
Universal Giving Pilot Program
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 5-digit charity code either on your paper pledge form or in the on-line donation tool, complete the form and submit! It’s that easy!
Universal Giving Donation
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
WHY IS THIS IMPORTANT? 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!
Why On-Line? 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.
Campaign Brochures 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.
Searchable version also available at http://www.gopcfc.org
Brochure Help and Information
CFC Q & A
Pledge Card
Giving Guidelines
Alphabetic Index
Supplies
CFC Handbook (green) Posters Thermometer Goal Poster CFC Brochure CFC Keyperson Report & Contribution
Packet CFC Consolidated Receipt & Accounting
Form Pledge Card
CFC Pledge Form
Copy 1 (white) Payroll Copy 2 (yellow) PCFO Copy 3 (pink) Contributor
CFC Pledge Form
CFC Nexus On-Line Donations
Link through website
• Payroll – automatic processing for civilians
• Military – print and submit to PSD
SSN is not retained in either method
MyPay
MyPay (cont’d)
Donor selects “Add New Contribution”
MyPay (cont’d)
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 Code2. All other donors’ campaign information will be automatically populated3. Invalid code will result in error message
MyPay (cont’d)
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
MyPay (cont’d)
Donors can search for charities in
multiple ways.
The donor can specify the 5-digit Charity
Code.
MyPay (cont’d)
The donor can search for a
specific charity by
name.
MyPay (cont’d)
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
MyPay (cont’d)
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
MyPay (cont’d)
The donor enters the per pay period
or per month donation amount
MyPay (cont’d)
Balance remaining is automatically
calculated
Donor has the option to continue or add /
delete charities
MyPay (cont’d)
Pledge summary is displayed;undesignated
funds are automatically calculated and
displayedKey Training Point For an
organization’s pledges to be
properly credited the donor MUST
enter the Command/Unit or
Federal Agency/Office
MyPay (cont’d)
Final review and opportunity for
donor to confirm intent
MyPay (cont’d)
Key Training Point No forms will be
submitted to Keyworker. Donor can view print PDF
pledge form for recordkeeping.
MyPay (cont’d)
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.
MyPay (cont’d)
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
MyPay – DFAS Customers
EEX
• Employee Express Donation Process
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
EEX Process (cont’d)
Sample Turn-In Schedule
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
Local Events
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
If you are conducting an event that involves serving food, you need to
obtain a Food Handlers Permit.
Please go to the following website:www.kitsapcountyhealth.com
or call 360-337-5235.
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