“the difference is you!”. organizational structure cfc chairperson – tony tooke cfc director...

2015 Combined Federal Campaign

“The Difference is YOU!”

Organizational Structure

CFC Chairperson – Tony Tooke

CFC Director – Debra Burgos

Loaned Executives

Division Chairperson

Agency Coordinators

Key Workers

Division Coordinators

CFC MAP

Current Campaigns 8 Campaigns

# 0185 Northeast Florida/Southeast Georgia CFC

# 0210 Southwest Georgia CFC

# 0211 Greater Atlanta-Athens CFC

# 0212 Central Savannah River Area CFC

# 0214 Columbus/Ft. Benning Regional CFC

# 0217 Middle Georgia Area CFC

# 0218 Coastal Georgia CFC

# 0805 Greater Chattanooga Area CFC

Baker

Crisp

Dougherty

Lee

Mitchell

Terrell

Worth

ApplingBen Hill

Berrien

Brooks

Bulloch

Butts

Calhoun

Candler

Catoosa

Chattahoochee

Chattooga

Clay

Cook

Crawford

Dade

Decatur

Dooly

Early

Echols

Elbert

Emanuel

Evans

Glascock

Gordon

Grady

Greene

Hancock

Harris

Hart

Irwin

Jasper

Jeff Davis

Jefferson

Jenkins

Johnson

Lamar

Long

MaconMarion

McIntosh

Miller

Monroe

Montgomery

Murray

Putnam

Quitman

Randolph

Schley

Screven

Seminole

StewartSumter

Talbot

Taliaferro

Tattnall

Taylor

Telfair

Toombs

Treutlen

Turner

Upson

Walker

Warren

Washington

WebsterWheeler

Whitfield

Wilcox

Wilkes

Wilkinson

Atkinson

Bacon

Brantley

CamdenCharltonClinch

Coffee

Glynn

Pierce

Ware

Wayne

Banks

Bartow

Carroll

Cherokee

Clayton

Cobb

Coweta

Dawson

De KalbDouglas

Fannin

Fayette

FloydForsyth

Fulton

Gilmer

Gwinnett

Habersham

Hall

Haralson

Heard

Henry

Lumpkin

Meriwether

Newton

Paulding

Pickens

Pike

Polk

Rabun

Rockdale

Spalding

Stephens

Towns

Troup

Union

Walton

White

Burke

Columbia

Lincoln

McDuffie

Richmond

Muscogee

Colquitt

Lanier

Lowndes

Tift

Baldwin

Bibb

Bleckley

Dodge

Houston

Jones

Laurens

Peach

Pulaski

Twiggs

Bryan

Chatham

Effingham

Liberty

Barrow Clarke

Franklin

Jackson Madison

Morgan

OconeeOglethorpe

Thomas

Greater Atlanta-Athens CFC Area

Strategies for Running a Fun and Enthusiastic Campaign

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”

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 in pledge cards and key worker envelopes to a Loaned

Executive.

Role of Agency Coordinator

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• 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 every 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).

Role of Agency Coordinator (Cont’d)

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• 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.

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 in pledge cards and other paperwork to Agency

Coordinator;• Distribute incentive items to employees.

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Pledge Card

• Please use a ball point pen & press 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 correctly?

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First Box – Civilian/Military, Name and Federal Agency Code

Pledge Card (Cont’d)

• 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.

Second Box – Contribution Information


• 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 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.

Third Box – Charity Code and Donor Recognition

• The release of your gift amount and name are optional; however, if a donor wants to receive an acknowledgement letter and/or tax letter; they must provide a mailing address.

Fourth Box – Information Release


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—U.S. Postal employees should use the EIN number).

Pink Copy• This is the donor’s copy (please have donor retain for their

records).Green Copy• This is the weekly drawing copy. This is perforated; tear off

and include with pledge cards in the Report Envelope (this will be put into the drawing bin).

Pledge Card (Cont’d)Gold Copy• Return to the CFC Keyworker (will be used to track your incentive items).

Key Workers 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 check the correct box to decline the gift.

Final Pledge Card Check List

• Did information come through?• Is the information legible?• Is the card signed (required for payroll deduction)?• Has the SS number been provided (required for payroll

deduction) (Note: Postal employees must provide EIN number instead of SS number).

• Division and/or Agency Coordinators will turn in payroll copies to appropriate payroll office.


• White audit copy;• Drawing (green) copy;• All cash and checks;• Confidential envelopes.

Items To Include With the Report Envelope

• The payroll office copy (yellow) should be given to the Agency Coordinator;

• Did the key worker keep the gold copy (last page)?• Did the donor keep the pink copy?

Report Envelope Copies

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Filling Out Report Envelope and Compiling Pledge Cards

for Report Envelope

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.

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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.

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Report Envelope(Cont’d)

QUESTIONS & ANSWERS

Report Envelope Preparation• Ensure that copies are separated by category (cash, check, 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.

Report Envelope Preparation (Cont’d)

• 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).

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Compiling Pledge Cards

Envelope Review/Submission

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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 the “Combined Federal Campaign

or CFC.”


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• Once calculations are completed, separate by category as follows:Items included in the Report EnvelopePledge card Drawing Copy (green)Pledge card Audit Copy (white)All cash and checksConfidential envelopes

• The pledge card, payroll office copy should be given to the agency coordinator, who will submit it to your payroll office.

• Ensure checks are made payable to the “Combined Federal Campaign or CFC.”


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, Coordinator, and/or Loaned Executive.

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Incentive Items

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Eagle Leadership Givers - $2,000+Pewter Eagle or Duffel BagHero Giver - $1,001 - $1,999Lunch CoolerPacesetter Giver - $501 - $1,000Infusion Water BottlePatriot Giver - $150 - $500Carabineer Pen with/LightPioneer Giver - $45 - $149Bottle Opener / Key Chain

Online GivingA limited number of agencies have the capability to use employee express. For a complete list of agencies check the website at 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.

www.employeeexpress.gov27

http://www.cfcaaga.org/

http://www.employeeexpress.gov/

Universal Giving

What is Universal Giving?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 accessible as well. Thus, donors who wish to stay involved with a favorite charity or charities elsewhere may do so through UG.

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Universal Giving (Cont’d)

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Universal Giving - How to Pledge? 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 click 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.


Universal Giving (Cont’d)Universal Giving charities will only be listed as an on-line search tool and are not included in the paper publication. If you wish to donate to an approved CFC charity elsewhere, log onto our on-line giving tool at www.cfcaaga.org and click on the link titled “Universal Giving List” to search the UG charity list. Then enter the charity’s 5-digit code on your pledge form.

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Website Search


Online Giving – MyPay

Click on myPay logo in top left corner.

http://www.dfas.mil/

Online Giving - MyPay

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Log in with CAC or ID


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Off Season Message: Last Contribution Per Pay PeriodLast Contribution Annual AmountBrowse CharitiesPrint PDF of Last Card


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NOTE: Maximum time per session = 30 minutes.

Combined Federal Campaign option added to MyPay Main Menu 1 SEP to 15 DEC.


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Donor selects “Add New Contribution.”


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0211

Key Training Point 1. 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.

2. All other donors’ campaign information will be automatically populated.

The campaign code for the Atlanta-Athens Campaign is “0211”.


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Entering an invalid campaign code will result in an error message.

Online Giving – MyPay (Cont’d)

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• Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing.

• Other donors will not see this screen.


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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.

PLEASE ENTER THE

PER PAY AMOUNT, NOT THE ANNUAL

AMOUNT.


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Donors can search for charities in multiple ways.

The donor can specify the 5-digit Charity Code.


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.

Online Giving – MyPay (Cont’d)The donor can

search for a charity by

service type


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.


The donor can select charities or return to search for additional charities.

Key Training Point Donor(s) can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms.


The donor enters the per pay period or per month donation amount.


Donor has the option to continue or add / delete charities.

Balance remaining is automatically calculated.


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 states: “Command/Unit Name (Alphanumeric Field). Please enter you unit location or code provided by campaign worker.”

Pledge summary is displayed;undesignated funds are automatically calculated and displayed.

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.


Key Training Point Work email required at top.

Personal email required for acknowledgment. Campaign can only release personal email addresses to charities.


Final review and opportunity for donor to confirm intent.


NOTE: Please print this page for your records.

Key Training Point No forms will be submitted to Keyworker. Donor can view and / or print PDF pledge form for recordkeeping.


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


Additional donation information.

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.

2. Maximum donation amount for military personnel is $833/month; for civilians is $1,000/pay period.

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 Command/Unit or Federal Agency/Office name code for pledges to be properly credited.

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


QUESTIONS & ANSWERS

Campaign Awards• Outstanding Excellence / Share To Care Award

An agency recognized for meeting their monetary goal plus having a participation level of at least 50% or 5% higher than last year’s participation rate by November 20, 2015.

• Soaring To New Heights AwardA Division recognized for meeting their monetary goal plus having a participation level of at least 50% or 5% higher than last year’s participation rate by November 20, 2015.

• Outstanding Agency Coordinator / Volunteer AwardThe Agency Coordinator or Volunteer who best exhibited the spirit of the CFC in completing their job which includes organizing, planning and implementing their workplace campaign and/or in volunteering to assist in the campaign and made a valuable contribution to the overall success of the campaign.

NOTE: No more than four (4) nominations per division.

Campaign Awards (Cont’d)• Share The Care Award

An agency recognized for meeting or exceeding their monetary goal by November 20, 2015.

• Leadership AwardAn agency head that provides support to the overall success of the campaign through providing Loaned Executives, administrative support and/or resources.

• CFC Chairperson’s AwardA Division, agency, or individual selected by the CFC Chairperson recognizing distinguished and exceptional performance or contribution to the overall success of the campaign.

Key Dates/Points to Remember

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• Do not ask for donations or pledges before the kick-off date, September 1, 2015;

• Make sure all givers get their incentive gifts;• The CFC brochure contains:

Color coded pages for Local (yellow), National (blue) and International (pink) charities;

Percentage of charity overhead expenses; 25 word description of the services that the organization

provides.• CFC Universal Giving (UG)

Donors are allowed to donate to any approved charity regardless to its location. The UG list will only be online, at www.cfcaaga.org or www.opm.gov/cfc.


http://www.opm.gov/cfc

Dates to Remember

Refer to 2015 Schedule of Key Events

Website Address

Greater Atlanta / Athens Combined Federal Campaign www.cfcaaga.org.


THANK YOU!

THANK YOU!

THANK YOU!

“the difference is you!”. organizational structure cfc chairperson – tony tooke cfc director...

Documents

deductions wont

timesencourage key workers

successful campaign

yoube polite

pledge cards

division coordinator

enthusiasmattend rallies

personal storieslearn