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IPO, UPO & Keyworker Training

IPO, UPO & Keyworker Training. 2014. CFC. Established by Executive Order in 1961. Signed by President John F. Kennedy Largest workplace giving campaign in the world and only campaign authorized to solicit and collect contributions from federal employees on behalf of charitable organizations.

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IPO, UPO & Keyworker Training

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  1. IPO, UPO & Keyworker Training 2014

  2. CFC • Established by Executive Order in 1961. Signed by President John F. Kennedy • Largest workplace giving campaign in the world and only campaign authorized to solicit and collect contributions from federal employees on behalf of charitable organizations Thank you for partnering with the CFC! 2

  3. 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 • OPM Directives • OPM Memorandum • GAO Directive • Agency Ethics Rules CFC Regulations Rules Overview Thank you for partnering with the CFC! 3

  4. 3 Cs of CFC • Choice – Employees designate to the charity than means the most to them • Convenience – Most agencies provide electronic pledging through payroll deduction which make larger gifts possible • Confidence - OPM and LFCC oversight; annual independent audit; random OIG audits Thank you for partnering with the CFC!

  5. Recommended Timeline • (Most Effective & Efficient) • Plan for a “campaign solicitation window” • Establish a kick-off and closing date • Include a mid campaign and final blitz • Schedule regular meetings to collect contributions and to evaluate what’s working and what’s not working • For PII compliance contribution collections should be weekly Campaign Timeline Thank you for partnering with the CFC! 5

  6. Pikes Peak CFC Organizational Chart Executive Committee Regional Military Installation Senior Commanders & Federal Agency Directors PCFO Board of Directors Campaign Director LFCC Regional Military and Federal Agency Reps Installation Project Officers Unit Project Officers 100 or more employees Volunteer Assistants Key Workers 1 per every 25 Thank you for partnering with the CFC! 6 Charitable Organizations

  7. Pikes Peak CFC Strategic Plan • Stephen Covey – The 8th Habit “From Effectiveness to Greatness” • Create culture for giving • Create campaign ownership • Educate donors on the impact, benefit and effectiveness of their contribution through the CFC (increase donor awareness) • Integrate workplace and personal core values into campaign (“service before self,” “leaving a legacy”.) • Increase participation by attracting/cultivating new donors • Increase donations • Enhance the giving experience • Link donors and human health & welfare program recipients 7

  8. Pikes Peak Region CFC Strategic Plan • Strategic Plan Implementation Stephen Covey: “When you engage in work that taps your talent and fuels your passion—that rises out of a great need in the world that you feel drawn by conscience to meet—therein lies your voice, your calling, your soul’s code.” Thank you for partnering with the CFC! 8

  9. CFC Strategic Plan • The 8th Habit Applied: “Find your CFC voice…and inspire others to find theirs.” Thank you for partnering with the CFC! 9

  10. 2014 Campaign Theme Printed Materials My Story…My Choice…My Pledge Website • Designed to connect federal employees • with charity services and benefits. • This theme will be on all promotional • material that goes to the Federal employees. 11 Thank you for partnering with the CFC!

  11. Promotional Materials • Poster Online Flyer Pikes Peak CFC www.peakcfc.com Get Your Give ON-Line Thermometer Post It Note Thank you for partnering with the CFC! 11

  12. Military Installation Project Officer (IPO) • Department or Mission Element Project Officers (MEPO/UPOs) • Keyworkers (1:25) • Event & Activities Volunteers • Finance Officer//Payroll Coordinator • Communications Officer Campaign Team Overview 12 Thank you for partnering with the CFC!

  13. Military Installation Project Officer (IPO) • Installation Team Leader! • Recruit the Department/Directorate/Division Chairs • Create the Campaign Plan for Facility/Installation • Implement Campaign Activities • Kick Off Event • Rally • Fundraisers • Oversee Keyworkers (solicitors) • Recruit Volunteer Assistants • Finance Officer • Public Relations/communications Coordinator • Events Coordinator • Motivate & Inspire Team • Contribution Collections, Reconciliation & Reporting • Campaign Reporting • Overall Campaign Activities • Pledge & Giving Activities Campaign Team Roles 13 Thank you for partnering with the CFC!

  14. Mission Element & Unit Project Officers • Mission Team Leader! • Recruit the Department/Agency/Division Team • Create the Campaign Plan • Inspire • Motivate • Campaign Reporting • Campaign Follow Up Campaign Team Thank you for partnering with the CFC! 14

  15. Campaign Team Roles Keyworker • Solicits Mission Personnel • Inspires & Motivates Giving • Group Presentation • Charity Speakers • Employee Testimonials • One-on-One Solicitation • One-on-One Follow up • Collect Traditional Pledge Form • Prepare Reporting Envelope • Verify Contents with Finance Officer/ECC/IPO • Distribute Thank You Gifts • Donor Follow Up 15 Thank you for partnering with the CFC!

  16. Campaign Team Roles • Support Volunteers • Finance Officer • Collect Contribution Envelopes from Keyworkers • Verifies Content • Provides Thank You Recognition Gifts • Records Envelope Contents on Ledger • Reconciles myPay Donor Report • Processes NEXUS Payroll Contributions • Maintain PII Compliance Thank you for partnering with the CFC! 16

  17. Campaign Team Best Practices • Secure Top-Down Support • Set a Timeline and Goal • Create Awareness • Coordinate a Solicitation Process • Incorporate Fun • Say “Thank You” Thank you for partnering with the CFC! 17

  18. IPO /UPO Campaign Planning: September • Plan Activities/Events • Mission Mini Kick-off • Charity Speakers at a Group Presentation (staff meeting or commander’s call) • Ideas: • Chili Cook-offs • Bake Sales • Penny Wars • Your Ideas? Campaign Activities Thank you for partnering with the CFC! 18

  19. Campaign Activities • IPO/UPO Campaign Implementation: Late September • Receive materials • Coordinate delivery & distribution • Post promotional posters • Distribute pledging tools • Charity brochure • Pledge form • Begin promotional e-blasts 19 Thank you for partnering with the CFC!

  20. Solicitation Activities • Promote Campaign: 1 Oct – 21 Nov • Event Implementation • Staff Meetings or Commander’ Call • “Mini Kick-Offs” at Staff Meetings or Commanders Calls • Target timeframe: Oct • Videos • Thank You Feds video • I Make It Possible • Coordinate Charity Speaker logisitics (base security entrance) • Charity Speakers list – www.peakcfc.com currently under construction • Terri’s Poem – Posted on website • Peer Testimonials 20 Thank you for partnering with the CFC!

  21. Recommended 6 Week Consolidated Solicitation ( Most Effective & Efficient) • Solicitation: 1 Oct - • Week 1 – 100% Awareness (Installation wide) • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation (KW Department/Unit) • Week 3 – 100% Follow Up • One on one ask” • Collect Pledges • Week 4 – 6 Follow Up Solicitation Timeline Thank you for partnering with the CFC! 21

  22. Recommended Six Week Solicitation • (Most Effective & Efficient) • Solicitation: • Week 4 – Mid Campaign Blitz • Week 5 – Reporting & Campaign Assessment • Week 6 – Final Blitz & Collections Solicitation Timeline Thank you for partnering with the CFC! 22

  23. National Mid Campaign Blitz: November 17 - 21 • Get Your Give ON-Line • National campaign promotion • E-blasts • Flyers • Simplest means of giving • CFC Nexus • Employee Express • myPay Solicitation Activities Thank you for partnering with the CFC! 23

  24. Final Blitz • December 1- December 15 • Regulated end of solicitation on Dec 15 • Online systems turned off • Last call to submit your pledge reminder • Any outstanding contributions should be received by finance officer by December 16 • PCFO final turn-in on December 17 Solicitation Activities

  25. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with too long of a solicitation • The Number One Reason People don’t Give…they weren’t asked • Personally ask sincerely • Discuss reasons for giving • Personal, Family, Friend Service/Benefit Impact • Pay Forward – Future Impact • Encourage Payroll Deduction • Remain available as a resource • Say “Thank you” often 25

  26. Giving • CFC is moving towards 100% online giving • Why: • Increased donor confidentiality • More charity choices • Reduced administrative workload • Reduced possibility of administrative errors associated with paper pledge form processing • Reduces campaign costs • Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities 26

  27. Giving Local National International Charity Structure Federations Independents Federations Independents Federations Independents Fed Members Fed Members Fed Members Online Universal Giving Thank you for partnering with the CFC!

  28. Universal Giving • Beginning with the 2014 Combined Federal Campaign, all campaign regions must offer donors the opportunity to give through Universal Giving—the ability to donate to any national, international, or local charity not denied participation in the CFC. • Universal giving provides federal employees with the option to give • to any participating CFC charity they choose, without regard to geographic boundaries. • Universal Giving is available in the Federal eGiving portal: myPay • It is also available in the web-based NEXUS eGiving platform. • For traditional paper pledging the universal charity list is located • at the OPM link: • https://apps3.opm.gov/CFC/CharitySearch/Main.jsp 28

  29. Tools • CFC Website: www.peakcfc.com • Searchable Charity Database • Links to online giving sources (myPay, EEX & Nexus) • PDF Brochure Fill in Pledge Form • All Support materials • Speakers’ List for Charity Speakers at group presentation • Template E-Blasts • All Training materials • Links to OPM • Links to CFC National Foundation Website Giving Tools Thank you for partnering with the CFC! 29

  30. Giving Methods • Online: MyPay • Online: CFC Nexus • Credit Card Giving • CFC Paper Pledge Form 30

  31. Giving Materials www.peakcfc.com Get Your Give ON-Line One time credit card, cash or check __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Reoccurring Payroll deduction Installation: ___________________ Donor: _____________________ Unit Name: ____________________ Unit Code: __________________ Gift Level) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Pikes Peak CFC Get Your Give ON-Line Pledge Form Online Giving Flyer Reporting Envelope Appreciation Award Confirmation 31 Thank you for partnering with the CFC!

  32. Online • CFC Website: www.peakcfc.com To practice: https://emssdemo.dfas.mil/MYPAY.ASPX Login ID 999999991, Password Xma$1225

  33. Giving Methods • Reoccurring Gift: • Payroll Deduction – 90% of campaign • myPay • DoD Military and Active Duty Civilians • Independent Defense Agencies • EPA, Dept of Energy, HHS, VA • Nexus Payroll Deduction – All Other Personnel Thank you for partnering with the CFC! 33

  34. Giving Methods • One Time Gifts: • Credit Card ONLY • Nexus • Cash, Check • Nexus • Traditional pledge form (hard copy or PDF) Thank you for partnering with the CFC! 34

  35. Ways to Contribute • myPay Online: Payroll deduction only • MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season • Pikes Peak CFC Website links to myPay • myPay Overview • Login: https://mypay.dfas.mil/mypay.aspx • Select CFC option • Search for charities • Pledge • Confirmation Thank you for partnering with the CFC! 35

  36. Key Training Point The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel . Those donors must be provided their 4-digit Campaign Code (0140) All other donors’ campaign information will be automatically populated Thank you for partnering with the CFC! 36

  37. Entering an invalid campaign code will result in an error message; Enter 0140 Thank you for partnering with the CFC! 37

  38. Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing Other donors will not see this screen Pikes Peak Region 0140 38

  39. The donor enters the per pay period or per month donation amount 39 Thank you for partnering with the CFC!

  40. Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office Codehere: USAFA HQ AFSPC N-NC/J _ 21SW SMDC SAFB FCCO DCAA DCMA Pledge summary is displayed; undesignated funds are automatically calculated and displayed Unit Codes provided website: http://www.Pikes Peakcfc.org/_root/index.php?content_id=5119 40

  41. Donor receipt copy. Up to five charities are listed on Page 1 Thank you for partnering with the CFC! 41

  42. Key Training Point Donor can view print PDF pledge form for recordkeeping. Donor will complete epleding flyer pledge confirmation form Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping. Thank you for partnering with the CFC! 42

  43. Online Assisted Giving: • NEXUS Online: Available to anyone that myPay is not available to • Pledging Overview • One Time Contribution - Cash, Check, Credit Card • One Time Credit Card – 3% third party convenience banking fee • Continual Gift – Non myPay Payroll deduction (must renew annually, print & submit form) • Register • Search for charities • Complete Pledging • Confirmation 43

  44. Online Assisted Giving: • Pikes Peak Website links to NEXUS • NEXUS IS WEB-BASED; • DOES NOT TIE DIRECTLY TO A GOV’T PAYROLL SYSTEM • PLEDGES MUST STILL BE MANUALLY PROCESSED • Nexus was originally developed because of donor demand to give electronically • Nexus has the capability to upload directly into any payroll system BUT OPM does not authorize it to do so • Manual processing means it is currently functions as “online assisted giving” 44

  45. Online Assisted Giving: • NEXUS Training: Videos, Word doc & PDF https://www.cfcnexus.org/_root/ • Main Menu • Help & training • Pledging Overview • New Visitors To CFC Nexus: Registration - Donors coming to cfcnexus.org for the first time • Returning Donors: Login Or Password Recovery - Donors returning to cfccnexus.org with a previous user account • All Donors: Pledging donors completion of the pledge form on cfcnexus.org • Payroll Coordinators: Processing Pledges 45

  46. CFC NEXUS • Pledge Training link:https://www.cfcnexus.org/_root/ 46 Thank you for partnering with the CFC!

  47. CFC NEXUS • Pledging • Demo Link: https://www.cfcnexus.org/_root/# • Opportunity for Coordinator or Keyworker to try out the pledging process by creating a “fake” pledge on the demo account. Thank you for partnering with the CFC! 47

  48. Traditional Pledge Form Traditional Pledge Form • Hard copy/PDF Fill-in - Payroll Deduction, check or cash Available both in hard form and online as PDF fill-in form Thank you for partnering with the CFC! 48

  49. Traditional Pledge Form Thank you for partnering with the CFC! 49

  50. Traditional Pledge Form • IG Audit Findings: • Illegible, if it is unreadable, the pledge may not be processed correctly • Monthly gift is listed as the annual gift • Designation to an invalid code; pledges can only be made to agencies listed in this region’s brochure • Form isn’t signed; payroll deduction cannot be authorized if the form isn’t signed • Social security numbers is not provided; payroll deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. Thank you for partnering with the CFC! 50

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