325 FW CFC Key Worker Training

1. 325 FW CFC Key Worker Training

2. 325th Fighter WingOffice of the Staff Judge Advocate Capt Katherine Metkus 325 FW/JA 22/24 Sep 14

3. Overview Authorities Official vs. Unofficial Fundraising Fundraising on Tyndall Limitations Bottom Line

4. Fundraising in the Air Force • Authority: • Executive Orders • Dept of Defense Instructions and Directives • Code of Federal Regulations (CFR) • Joint Ethics Regulation (JER) • The Judge Advocate General Opinions & Letters (TJAG) • Air Force Instructions (AFI) • AFI 36-3101 • AFI 34-223

5. Fundraising in the Air Force • Official Fundraising: • Combined Federal Campaign (CFC) • Air Force Assistance Fund (AFAF) • Other Fundraisers • Unofficial

6. Fundraising on TAFB • How to start the process: • Force Support Squadron • POC: Cindy Hobbs • Approval authority: • MSG Commander • Delegated by the 325 FW/CC • Other steps along the way: • Legal office, FSS, others… This is the process regardless of whether it is official fundraising for the CFC or unofficial fundraising.

7. Table 1, AFI 36-3101(Page 14)

8. Limitations • Campaign Goals: • May create dollar goals for installations and units • May not create individual dollar goals, individual quotas • May not show preferential treatment to any specific charity • Fundraising events may not have “designated” CFC beneficiaries • Each donor must be allowed to make their own decision about how to designate their donation • Voluntariness is KEY • No Running Lists

9. Limitations • Non-DoD Personnel (contractors) MAY NOT be solicited to give to CFC • Non-Governmental personnel who work on Federal premises (contractors, credit union) may make voluntary unsolicited contributions • Supervisors may support and promote CFC, but may not solicit subordinates or coerce giving • May authorize limited use of resources, including APF, in support

10. Bottom Line • DoD Personnel should be mindful NOT to: • Show preferential treatment to any CFC charities; • Misuse Government resources in support of CFC; • Solicit or coerce subordinates or non-Federal entities for contributions; and • Solicit for contributions from DoD contractors or other non-DoD sources

11. Summary Authorities Official vs. Unofficial Fundraising on Tyndall Limitations Bottom Line

12. Questions/Comments

13. About CFC • 53 years of commitment • Instituted by John F. Kennedy in order to coordinate fundraising efforts so the federal donor would only be solicited on an annual basis and offered the opportunity to give by payroll deduction. • Educate Yourself before you solicit funds! • Read the Preface/Introduction section of CFC brochure

14. Charity Brochure • Pledge Card Information • Local Federal Coordinating Committee • Appreciation Gifts • Gifts must be selected by donor on-line at www.NorthwestFloridaCFC.org • Introduction Information • Local/ National/International Listings

15. Charity Listings • Federation vs. Charity listings • Some charities listed as local and national • AFR % • Matching Funds • Do your research!

16. Distribution and Turn In • Process to track contact • Create a spreadsheet or checklist to track the federal employees in which you are responsible for distributing materials • Keep track of the employee name, phone number, date contact was made, and notate if you are finished soliciting that employee • Do not list the amount each donor gave • Do not track if the employee turned in a pledge card • Pledge Card Turn In • Use Weekly Progress Report envelopes • Weekly turn in- Thursdays 1300-1500 • Bldg 909 (Readiness & Emergency Management): • MSgt Francine Vincent • Bldg 214 (Fire Dept Station #1- flight line side): • SSgt Brittney Mendiola

17. Key Worker Materials On-Line • Website-www.NorthwestFloridaCFC.org • CFC Video • Use this website to find a digital copy of the all local CFC documents such as: • Charity brochure • Pledge card • Weekly Progress Report Sheets • Key Worker Training Slides • Look under the Campaign Team tab to the Key Workers section for these documents • Donors- • Donors may look under the Donors tab for a digital copy of the 2013 Charity List Brochure • Appreciation Gift registration may be found under the Donors tab, to the Donor Recognition section

18. Happy Giving • Giving is a personal choice • No coercion • Give with a happy heart for the RIGHT reason • Charities are in more need now than ever • Almost everyone we know has been touched in some way by some sort of charitable contribution

19. Personalize the “Ask”

20. Contact Information • 1st Lt Michael Patricola • (850)283-2683 • michael.patricola.1@us.af.mil • MSgt Francine Vincent • (850)283-2010 • francine.vincent.@us.af.mil • Tiffani Hinds (or Bryan Taylor) • PCFO United Way of Northwest Florida • (850)785-7521 • CFC@unitedwaynwfl.org

21. Questions?

22. Tyndall AFB Campaign Northwest Florida Region: Bay, Calhoun, Gulf, Holmes, Jackson and Washington Counties NOV 1 SEP OCT 15 DEC CFC Window 15 OCT 22 NOV TAFB - 6 Weeks Goal: 100% Contact Rate

23. Campaign Events Charity Fair/Kick-off Luncheon: 14 Oct 14, 1100-1300 at Horizons Tyndall 5K: TBD Bowling Tournament: Friday, 31 Oct 14 Cross-Fit Competetion: Friday, 7 Nov 14 End of Campaign: Friday, 21 Nov 14 If you are interested in coordinating or working any of these events, please let us know!

24. Other Information • CFC Participation Rate will be tracked by at Tyndall AFB main gate. • Forms and Funds will be collected every Thursday from 1300 - 1500 hrs • Bldg 909 (Readiness & Emergency Management): • MSgt Francine Vincent • Bldg 214 (Fire Dept Station #1- flight line side): • SSgt Brittney Mendiola

25. Questions/Comments