1. Potomac CFC E-Giving in the 2013 Campaign

2. Potomac CFC • Solicit over 21,000 employees • Major installations • Marine Corps Base – Quantico • NSF-Dahlgren • Ft. A.P. Hill • Others • United States Post Offices • Federal Aviation Administration • Veterans Administration • Social Security Administration • National Park Service

3. Potomac CFC 0898

4. History of E-Giving • 2011 Campaign - $1.3 million • Paper Only • CFC Assistant • Manually entered all pledges into CFC Assistant • 3,462 Pledge Cards • 2012 Campaign - $1.28 million • EEX • Imported EEX pledges into CFC Assistant • 12 Pledges – manually entered into CFC Assistant/could not import • CFC Assistant • Manually entered paper pledges into CFC Assistant • 3,062 Pledge Cards

5. History of E-Giving • 2013 Campaign - $850,000 • EEX • Imported pledge information into Nexus • Nexus • Credit Card Pledges • Imported EEX/MyPay Pledge Information • Entered paper pledge information • MyPay • Imported pledge information into Nexus • CFC Assistant • Import all information from Nexus • Now used for disbursements primarily

6. 2013MyPay/CFC Nexus/CFC Assistant • Use By Typeof Donation • Payroll Deduction $801,010 - 94.2% • MyPay- 59.5% • Paper Pledges 38.8% • EEX 1.7% • Cash $ 24,121 - 2.8% • Check $ 18,308 - 2.2% • Credit Card $ 7,335 - 0.8%

7. Process • All pledges were entered into CFC Nexus • MyPay Reports were imported twice weekly into CFC Nexus (Wednesday/Friday) • EEX Reports were imported once weekly into CFC Nexus (Friday) • Manual Paper Pledges entered into CFC Nexus weekly (Wednesday/Thursday) • Twice a month, CFC Nexus Report for all pledges was imported into CFC Assistant

8. Keyworkers Do not have to pass out or collect pledge cards Campaign information and reminders sent via e-mail Up-to-date pledge information available via CFC Nexus website Keyworkers know how their campaign is going on a daily basis vs a weekly basis Incentive reports available to Payroll Coordinator (Lead Keyworkers) of an organization showing employees who donated and the level of donation Benefits of E-giving

9. Benefits (Cont.) PCFO • Import saves time • Do not have to enter each pledge card into system • Do not have to audit each pledge card • Import saves money • Fewer paper pledge cards and charity booklets needed • Less staff costs since you don’t have to input/audit each pledge card • Campaign progress is readily available at anytime on website • Pledge information can be broken down into different agency/installations, etc. • Charity donation information is available thru CFC Nexus Reports • Agency or PCFO pledge information from website can be saved into a spreadsheet for data analysis

10. Challenges • Late Release of MyPay • PCFO learning curve • WHS weekly/bi-weekly phone conferences with OPM/DFAS were helpful • Keyworker Training/learning curve • MyPay Report • Work Address must match the Federal Agency name in CFC Nexus • Created a Federal Agency named “Other” to hold employees until Work Address could be corrected • EEX Report • Department/Agency Name must match Federal Agency name in CFC Nexus • Agency Reporting Number/Name must match the Agency Identifier Code in CFC Nexus

11. Challenges (Cont.) • CFC Nexus Report • Federal Agency Name must match Employer Name in CFC Assistant • Agency Identifier Code in CFC Nexus must match Account ID In CFC Assistant • CFC Assistant • Import to CFC Assistant has issues

12. Resources Created • CFC MyPay E-Pledge Instructions and Unit List • Step by Step Guide for Keyworkers • CFC Step by Step for CFC Nexus Registration and Pledge • For Keyworkers • CFC Nexus Payroll Reports – Instructions • Lead Keyworkers • Information Cards for Keyworkers • 3 ways to Pledge • Produced in-house • Handed out to employees

13. Contact Information Tammi Ellis Potomac CFC Manager tellis@rappahannockunitedway.org 540-373-0041 ext 310 Sharon Patrick Potomac CFC Coordinator spatrick@rappahannockunitedway.org 540-373-0041 ext 318