1 combined federal campaign epledge update august 2013 anthony decristofaro director, voluntary...

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1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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Page 1: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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Combined Federal Campaign

ePledge Update

August 2013

Anthony DeCristofaroDirector, Voluntary Campaign Management Office

Page 2: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Initiative

• Combined Federal Campaign donations via electronic payroll deduction giving were previously not an option in the DoD

• Teams from DFAS, OPM, and the VCMO collaborated to create the first true paperless payroll deduction giving for DoD personnel

• MyPay ePledge:– Increases donor confidentiality– Reduces administrative workload and administrative errors

associated with paper pledge form processing– Reduces campaign costs which results in fewer donor dollars

being spent on overhead and more donor dollars being provided directly to the CFC supported charitable organizations

Page 3: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Overview

• MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season

• ePledge will be available to 89 of the 169 Combined Federal Campaigns in 2013

CFC of South Hampton Roads APPROVED

• ePledge development was mirrored on the Employee Express (EEX) electronic giving system

• OPM will not add additional campaigns or make changes to the CFC module in EEX.

Page 4: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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Combined Federal Campaign option added to MyPay Main Menu

ePledge Process

Page 5: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Donor selects “Add New Contribution”

Page 6: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Key Training Point 1.The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel & personnel must “Confirm Campaign” prior to continuing. Those donors must be provided their 4-digit Campaign Code => CFCSHR Code 08970897

2.All other donors’ campaign information will be automatically populated; thus, other donors will not see this screen

Entering an invalid campaign code will result in an error

message

Page 7: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Donor selects donation amount per pay period/month

Key Training Point Maximum allowable total donation for military

personnel is $833/month, which is $9,996/year. For donations higher than that, military donors should

use a paper pledge form.

Page 8: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Donors can search for charities in

multiple ways.

The donor can specify the 5-digit Charity

Code.

Page 9: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

The donor can search for a

specific charity by

name.

Page 10: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

The donor can search for a charity by

service type

Page 11: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

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

Page 12: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

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

Page 13: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

The donor enters the per pay period

or per month donation amount

Page 14: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Balance remaining is automatically

calculated

Donor has the option to continue or add / delete

charities

Page 15: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Pledge summary is displayed;undesignated

funds are automatically

calculated and displayed

Key Training Point

For an agency/command’s

pledges to be properly credited the donor MUST enter the Federal

Agency/Command Code

CFCSHR will CFCSHR will provide a numeric provide a numeric

Code to each Code to each Coordinator in Coordinator in

separate separate communication.communication.

Page 16: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Final review and opportunity for

donor to confirm intent

Page 17: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Key Training Point

No forms will be submitted to

Coordinator/Key Worker. Donor can view & print PDF pledge form for recordkeeping.

Page 18: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Donor receipt copy. Up to five charities are listed on Page 1

Page 19: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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ePledge Process

Additional donation

information

Page 20: 1 Combined Federal Campaign ePledge Update August 2013 Anthony DeCristofaro Director, Voluntary Campaign Management Office

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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. DHS personnel, such as USCG do not have MyPay; and thus, unable to participate.

CFCSHR Campaign Code is CFCSHR Campaign Code is 089708972. Maximum donation amount for military personnel is $833/month, which is

$9,996/year.

3. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining).

4. Donors must be trained to enter their Federal Agency/ Command code for pledges to be properly credited. CFCSHR WILL ISSUE A NUMERIC CODE TO ALL COORDINATORS!CFCSHR WILL ISSUE A NUMERIC CODE TO ALL COORDINATORS!

5. There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records.

6. If donor cancels pledge, MUST contact their payroll/customer service. Cannot make new pledge via MyPay, but must do NEXUS or carbon form.

Key Training Point Recap