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IPO, UPO & Keyworker Training

IPO, UPO & Keyworker Training. 2014. CFC Overview Pikes Peak CFC Overview Campaign Team Overview Team Member Role & Responsibilities Campaign Timeline Solicitation Tips, Tools & Activities Giving Methods Break Pledge Collection & Reporting PII & OSI Security Tips & Tools Q&A.

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IPO, UPO & Keyworker Training

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  1. IPO, UPO & Keyworker Training 2014

  2. CFC Overview • Pikes Peak CFC Overview • Campaign Team Overview • Team Member Role & Responsibilities • Campaign Timeline • Solicitation Tips, Tools & Activities • Giving Methods • Break • Pledge Collection & Reporting • PII & OSI Security • Tips & Tools • Q&A Overview: Thank you for partnering with the CFC! 2

  3. 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! 3

  4. 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! 4

  5. 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!

  6. 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! 6

  7. 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! 7 Charitable Organizations

  8. 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 8 Thank you for partnering with the CFC!

  9. 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 9 Thank you for partnering with the CFC!

  10. 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! 10

  11. 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 11 Thank you for partnering with the CFC!

  12. 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! 12

  13. 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! 13

  14. 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 14

  15. 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! 15

  16. CFC Strategic Plan • The 8th Habit Applied: “Find your voice”… and inspire others to find theirs.” Thank you for partnering with the CFC! 16

  17. 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!

  18. Promotional Materials • Poster Thermometer Pikes Peak CFC www.peakcfc.com Get Your Give ON-Line Online Flyer Post It Note Thank you for partnering with the CFC! 18

  19. Videos: • Tools • Training – “More Than Just a Bill” • Answers FAQs • Promoting – My Story Testimonials • “Thank you Feds” • Additional - “I Make It Possible” • link to CFC National Foundation website CFCToday: • http://www.cfctoday.org/_root/index.php?main_menu_id=1&content_id=5259 Thank you for partnering with the CFC! 19

  20. Campaign Activities • IPO/UPO Campaign Implementation: • Receive materials • Coordinate delivery & distribution • Post promotional posters • Distribute pledging tools • Charity brochure • Pledge form • Begin promotional e-blasts 20 Thank you for partnering with the CFC!

  21. 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 logistics (base security entrance) • Charity Speakers list – www.peakcfc.com • Terri’s Poem – Posted on website • Peer Testimonials 21 Thank you for partnering with the CFC!

  22. Consolidated Solicitation Window • (Most Effective & Efficient) • Solicitation Compliance • 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 Follow UP • Collect Pledges • Week 4 – 6 Follow Up Solicitation Timeline Thank you for partnering with the CFC! 22

  23. 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! 23

  24. 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! 24

  25. 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 Campaign Activities

  26. 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 Solicitation Tools Thank you for partnering with the CFC! 26

  27. Solicitation Tips • Tips • The Number One Reason People don’t Give…they weren’t asked • 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 Thank you for partnering with the CFC! 27

  28. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with too long of a solicitation Thank you for partnering with the CFC! 28

  29. Charity Structure: Local National International Federations Independents Federations Independents Federations Independents Fed Members Fed Members Fed Members Online Universal Giving Includes local charities for all CFC geographic regions Thank you for partnering with the CFC!

  30. 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 30

  31. Giving Methods • Online: MyPay • Online: CFC Nexus • Credit Card Giving • CFC Paper Pledge Form 31

  32. Giving Methods • One Time Gifts: • Credit Card ONLY • Cash, Check Traditional pledge form (hard copy or PDF) Thank you for partnering with the CFC! 32

  33. Online Giving • CFC is moving towards 100% online giving • Why: • Increased donor confidentiality • 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 33

  34. Pledging 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 Brochure Appreciation Award Confirmation 34 Thank you for partnering with the CFC!

  35. 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! 35

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

  37. Pledging • 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 (not recommended; times out) • Pledge • Confirmation Thank you for partnering with the CFC! 37

  38. Pledging • Ways to Contribute • myPay - The platform will be used until national systems are introduced by OPM in the future. • DOD • Military • Civilian • myPay - Used across three payroll systems: • DCPS (Civilians) • DJMS (Army, Navy and Air Force) • MCTFS (Marines) Thank you for partnering with the CFC! 38

  39. myPay Pledging Combined Federal Campaign on Main Menu Thank you for partnering with the CFC! 39

  40. myPay Pledging Donor selects “Add New Contribution” Thank you for partnering with the CFC! 40

  41. myPay Pledging 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! 41

  42. myPay Pledging Entering an invalid campaign code will result in an error message; Enter 0140 Thank you for partnering with the CFC! 42

  43. myPay Pledging 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 43

  44. myPay Pledging 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 44 Thank you for partnering with the CFC!

  45. myPay Pledging The donor enters the per pay period or per month donation amount 45 Thank you for partnering with the CFC!

  46. myPay Pledging Balance remaining is automatically calculated Donor has the option to continue or add / delete charities 46 Thank you for partnering with the CFC!

  47. myPay Pledging Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office Code your code, enter here: DCAA, DCMA, FCCO, HQ AFSPC, N-NC 21SW & MS, SAFB USAFA 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 47

  48. Pledging Final review and opportunity for donor to confirm intent Thank you for partnering with the CFC! 48

  49. Pledging Donor receipt copy. Up to five charities are listed on Page 1 Thank you for partnering with the CFC! 49

  50. Pledging 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! 50

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