employee express giving training
DESCRIPTION
Employee Express Giving Training. 2014. Online Giving. Online: Employee Express CFC Module Training Giving Reporting. 2. Online Giving. CFC is moving towards 100% online giving Why: Increased donor confidentiality Reduced administrative workload - PowerPoint PPT PresentationTRANSCRIPT
Online Giving
3
CFC is moving towards 100% online giving
Why:Increased donor confidentiality Reduced administrative workload Reduced possibility of administrative errors associated with
paper pledge form processingReduces campaign costs
Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities
Giving Methods
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Reoccurring Gift:
Payroll Deduction – 90% of campaign
Employee Express – Participating Federal agencies
CFC-EEX is not mandatory for CFC pledges.
CFC-EEX is another option for the Federal donor in agencies using EEX.
Employees utilizing CFC-EEX E-Pledge should not submit an additional paper pledge form for their payroll deduction pledge.
Giving Methods
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Participating Agencies Administrative Conference of the United StatesAdvisory Council on Historic PreservationAfrican Development FoundationAmerican Battle Monuments CommissionAppraisal Subcommittee-Federal FinancialInstitutions Exam CouncilArctic Research Commission Barry M. Goldwater Scholarship and Excellence inEducation FoundationChristopher Columbus Fellowship FoundationCommission for the Preservation of America'sHeritage AbroadCommission of Fine ArtsCommission on Weapons of Mass DestructionCommittee for Purchase from People Who are Blindor Severely DisabledConsumer Product Safety CommissionCouncil of the Inspector General on Integrity and Efficiency
Giving Methods
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Participating AgenciesDelta Regional AuthorityDepartment of Education Department of StateDepartment of the InteriorDepartment of Transportation Dwight D. Eisenhower Memorial CommissionElection Assistance CommissionEnvironmental Protection AgencyEqual Employment Opportunity CommissionExport-Import Bank of the United StatesFederal Energy Regulatory CommissionFederal Labor Relations AuthorityFederal Trade CommissionFinancial Crisis Inquiry CommissionForeign Service AnnuitantsGeneral Services AdministrationHarry S Truman Scholarship FoundationHelping to Enhance the Livelihood of People Around the Globe CommissionInstitute of Museum and Library ServicesInter-American FoundationInternational Trade Commission
Giving Methods
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Participating AgenciesJames Madison Memorial Fellowship FundsJapan-U.S. Friendship CommissionJohn F. Kennedy Center for Performing ArtsMarine Mammal Commission Medicaid and CHIP Payment and Access Commission Medicare Payment Advisory CommissionMillennium Challenge CorporationMorris K. Udall Scholarship Excellence in NationalEnvironmental Policy FoundationNational Aeronautics and Space AdministrationNational Archives and Records AdministrationNational Commission on Fiscal Responsibility and ReformNational Council on DisabilityNational Credit Union AdministrationNational Labor Relations BoardNational Mediation BoardNational Science FoundationNational Transportation Safety BoardNorthern Border Regional Commission Nuclear Regulatory Commission Nuclear Waste Technical Review Board
Giving Methods
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Participating AgenciesOffice of Federal Inspector - Alaska Natural Gas Transportation SystemOffice of Navajo and Hopi Indian RelocationOffice of Personnel ManagementOverseas Private Investment CorporationPension Benefit Guaranty CorporationPrivacy and Civil Liberties Oversight BoardPublic Interest Declassification BoardRailroad Retirement BoardRecovery Act Accountability and Transparency Board Ronald Reagan Centennial CommissionSecurities and Exchange CommissionSelective Service SystemSenate Restaurant AssociatesSocial Security Administration State Justice InstituteStennis Center for Public ServiceSuperior Courts of the District of ColumbiaThrift Investment Board
Giving Methods
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Participating AgenciesU.S. Chemical and Safety Hazard Investigation BoardU.S. China Economic and Security Review CommissionU.S. Commission on International Religious FreedomU.S. Holocaust Memorial MuseumU.S. Institute of PeaceU.S. Interagency Council on HomelessnessU.S. Trade and Development AgencyU.S. Tax CourtValles Caldera TrustVietnam Education Foundation
Giving Methods
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Demonstration Account: available to familiarize Federal users with the CFC-EEX E-Pledge system.
Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444
Local charities for the demo account are in the Atlanta Georgia region
Employee Express Log In Screen
Enter your login ID and
Password then click “Sign In”.
EEX Pledging
11 Thank you for partnering with the CFC!
EEX Pledging
12Thank you for partnering with the CFC!
Select the radio button beside your agency
then click “Submit”
Select Your Federal Agency
EEX Pledging
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Thank you for partnering with the CFC!
Click the “Combined Federal Campaign” button.
Select CFC as the payroll action
EEX Pledging
14 Thank you for partnering with the CFC!
Routine Security Message
Click the “Continue to Main Menu” button.
This is the top part of the next screen. Note that
some information may be pre-filled. Also see that this
payroll election becomes active on first pay period in January, 2014 and lasts for
only one calendar year.
Select Your Charity(s) & Dollar Amounts (Top of Page)
EEX Pledging
15 Thank you for partnering with the CFC!
Pledging
16
Thank you for partnering with the CFC!
This is the middle part of the same page where
you can search for a charitable organization several different ways
(by number, name, service category or composite search.)
Select the related search button to initiate your
search.
Search results will return at the bottom of this same page. (See the
next PowerPoint slide.)
Select Your Charity(s) & Dollar Amounts
Pledging
17 Thank you for partnering with the CFC!
This is the bottom part of the same page where
search results are presented.
Select your charity(s) by clicking the
“Add to Cart” button(s).
Select Your Charity(s) & Dollar Amounts
Select Your Charity(s) & DollarAmount (Top of Page)
Scroll up to the top part of the same page. Confirm (or enter) your
“Pay Period Contribution” amount, edit the charity(s) you selected (if necessary),
then click “Save Selected Charties and
Continue.”
Pledging
18 Thank you for partnering with the CFC!
Pledging
19 Thank you for partnering with the CFC!
This is the top part of the next page.
Confirm your contribution amount and
charity(s) are accurate.
Confirm/Edit Charity or Contribution Amount (Top of Page)
Pledging
20 Thank you for partnering with the CFC!
This is the bottom part of the final page. Ensure the information entered
is accurate.
Click the “Yes” button if everything is correct
otherwise click “No” if you wish to
change/correct information, charity or contribution amount.
Final Confirmation or Edit(Bottom of Page)
EEX Pledging
21 Thank you for partnering with the CFC!
A charitable payroll deduction satisfies all
documentation requirements for income tax reporting purposes..
If you wish to receive confirmation of this
payroll action request, enter your email address
and click the “Submit and Return to Main”
button. Otherwise, click the “No Thanks…”
button.
Exit Screen
Thanks You Awards
22 Thank you for partnering with the CFC!
Available to EVERY contribution no matter the contribution size Online Contributors print a track form and submit it Traditional pledge form – request on pledge form Donors don’t give for the donor gift, they can easily feel slighted if promised
something they don’t receive
Donor Appreciation Award Tracking
23 Thank you for partnering with the CFC!
PCFO Tracking Form Provided for ECCs & Keyworkers Each KeyWorker keeps a list of their 25 co-workers with a check box
of what gift that donor requests and whether or not they have received it
Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer
Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer
ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger
Donor Appreciation Award Tracking
24 Thank you for partnering with the CFC!
Get Your Give ON-Line
One time credit card, cash or check Reoccurring Payroll deduction
Federal Agency: ____________________________ Donor: _____________________________
Unit Name: ________________________________ Unit Code:__________________________
Gift Level: General recognition coin I prefer not to receive a donor appreciation gift.
Provided online for donor to print out and submit
Key Worker Turn-In
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Thank you for partnering with the CFC!
Campaign Reporting
EEX award appreciation confirmation forms are collected and recorded on the envelope. Record names of donors requesting thank you gift on gift ledger.Not all donors submit form so a periodic report will list all donors and keyworkers will note additional thank you award recipients from this list and distribute the thank you gift to those donors as requested.
Donor Gift Request Form
Installatio
n: ____________________________
Do
no
r: _____________________________U
nit N
ame:
____________________U
nit C
od
e:__________________________
Gift L
evel: G
eneral
Silver (one hour’s pay per pay period)
Go
ld (tw
o hour’s pay per pay period)
Eag
le S
ilver Eag
le G
old
en E
agle
I p
refer no
t to receive a d
on
or ap
preciatio
n g
ift.
Reporting Envelope
Turn-In Flow Chart
27Thank you for partnering with the CFC!
There may be a Unit Project Officer (UPO) in larger agencies if desired
LE or PCFO Hub Administrator
EEX Turn-In Preparation
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Collect Thank you appreciation forms weekly EEX pledge thank you gift confirmation form collection ONLY
Collect and verify forms: Ensure donor’s name and e-mail address is included Ensure unit/office code is completed Ensure gift request is completed
Report number of gifts requested on report envelope
Key Worker Turn-Ins
29 Thank you for partnering with the CFC!
Keyowker records thank you gift requests on reporting envelope
EEX Solicitation Conclusion
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Thank you for partnering with the CFC!
EEX Giving turned off COB Dec 15 (regulations)
All Contributions Received by DPO or UPO: December 16
Ensure CFC Staff has your totals for Awards
Final Turn-ins scheduled with PCFO Dec 16 – 20
Giving Methods
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One Time Gifts: If a EEX agency donor wishes to make a one time gift
they cannot use EEX. They must use either:
Traditional pledge form (hard copy or PDF)
Nexus credit card
Thank you for partnering with the CFC!