2014 Combined Federal Campaign Training

1. 2014 Combined Federal Campaign Training “Giving From My Heart to Yours… Heart2Heart”

2. Organizational Structure CFC Chairperson – Scott Raymond CFC Director – Nickie Hand Loaned Executives Division Chairperson Division Coordinators Agency Coordinators Key Workers

3. Towns Catoosa Rabun Dade Fannin Union Whitfield White Gilmer Habersham Murray Walker Lumpkin Stephens Gordon Pickens Chattooga Dawson Franklin Banks Hart Cherokee Floyd Hall Forsyth Bartow Jackson Madison Elbert Cobb Barrow Polk Clarke Gwinnett Paulding Oglethorpe Oconee Lincoln Wilkes De Kalb Haralson Walton Douglas Rockdale Morgan Columbia Carroll Fulton Clayton Taliaferro Greene Newton McDuffie Henry Warren Fayette Richmond Coweta Putnam Butts Jasper Heard Spalding Hancock Glascock Pike Lamar Baldwin Burke Troup Jefferson Meriwether Monroe Jones Washington Upson Bibb Wilkinson Jenkins Screven Harris Talbot Crawford Twiggs Johnson Emanuel Peach Taylor Muscogee Laurens Bleckley Candler Treutlen Houston Bulloch Marion Effingham Chattahoochee Macon Pulaski Montgomery Schley Dodge Evans Dooly Wheeler Bryan Stewart Webster Tattnall Sumter Toombs Wilcox Chatham Telfair Crisp Quitman Jeff Davis Terrell Long Liberty Randolph Lee Ben Hill Turner Appling Irwin Worth Coffee Wayne Clay Bacon McIntosh Calhoun Dougherty Tift Pierce Baker Early Atkinson Berrien Glynn Ware Brantley Colquitt Miller Mitchell Cook Lanier Decatur Thomas Camden Seminole Clinch Charlton Brooks Grady Lowndes Echols CFC MAP

4. Strategies for Running a Fun and Enthusiastic Campaign

5. 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”

6. Role of Division Coordinator • 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

7. 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.

8. Role of Key Worker • 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

9. 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?

10. 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

11. 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.

12. 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.

13. 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 • 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

14. 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)?

15. Q & A

16. Filling out Report Envelope and Compiling Pledge Cards for Report Envelope(s)

17. 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

18. 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

20. 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 • Check incentives to ensure that they are captured • Be sure to initial envelope NOTE: Donations are NOT limited to 5 designations. For more than 5 designations fill out additional pledge cards and staple together.

21. 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

22. 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”

23. 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”

24. 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

25. 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

26. 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

27. 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.

28. Universal Giving Website Search 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.

29. Online Giving – MyPay Highlights • 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.

30. 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

31. Online Giving - MyPay • DOD • MilPay • Civ Pay • Others (subject to change) • Veterans Affairs • Executive Office of the President • Department of Energy • Health and Human Services Broadcasting Board of Governors

32. Online Giving - MyPay System is available September 1 – December 15 • MyPayePledge 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

33. Online Giving - MyPay Donor selects “Add New Contribution”

34. Online Giving - MyPay The campaign code for the Atlanta-Athens Campaign is “0211”. Active Army, Navy and Air Force must enter this code. All over federal agencies will not see this screen. 0211 Key Training Point 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 All other donors’ campaign information will be automatically populated

35. Online Giving - MyPay Entering an invalid campaign code will result in an error message

36. Online Giving - MyPay Active duty Army, Navy, Air Force and Commission Corps personnel must “Confirm Campaign” prior to continuing Other donors will not see this screen

37. Online Giving - MyPay PLEASE ENTER THE PER PAY AMOUNT, NOT THE ANNUAL AMOUNT. 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

38. 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

39. 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.

40. Online Giving - MyPay The donor can search for a charity by service type

41. 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

42. 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

43. Online Giving - MyPay The donor enters the per pay period or per month donation amount

44. Online Giving - MyPay Balance remaining is automatically calculated Donor has the option to continue or add / delete charities

45. Online Giving - MyPay Pledge summary is displayed; undesignated funds are automatically calculated and displayed 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” 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

46. Online Giving - MyPay Final review and opportunity for donor to confirm intent

47. 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.

48. Online Giving - MyPay Donor receipt copy. Up to five charities are listed on Page 1

49. Online Giving - MyPay Additional donation information

50. Q & A