Presentation Transcript

1. Potomac CFC

   SURVIVING E-Giving in the 2013 Campaign
2. Potomac CFC Solicit over 21,000 employees Major installations Marine Corps Base – Quantico NSF-Dahlgren Ft. A.P. Hill Others United States Post Offices Federal Aviation Administration Veterans Administration Social Security Administration National Park Service
3. Potomac CFC 0898
4. History of E-Giving 2011 Campaign - $1.3 million Paper Only CFC Assistant Manually entered all pledges into CFC Assistant 3,462 Pledge Cards 2012 Campaign - $1.28 million EEX Imported EEX pledges into CFC Assistant 12 Pledges – manually entered into CFC Assistant/could not import CFC Assistant Manually entered paper pledges into CFC Assistant 3,062 Pledge Cards
5. History of E-Giving 2013 Campaign - $850,000 EEX Imported pledge information into Nexus Nexus Credit Card Pledges Imported EEX/MyPay Pledge Information Entered paper pledge information MyPay Imported pledge information into Nexus CFC Assistant Import all information from Nexus Now used for disbursements primarily
6. 2013MyPay/CFC Nexus/CFC Assistant Use By Typeof Donation Payroll Deduction $801,010 - 94.2% MyPay- 59.5% Paper Pledges 38.8% EEX 1.7% Cash $ 24,121 - 2.8% Check $ 18,308 - 2.2% Credit Card $ 7,335 - 0.8%
7. Process All pledges were entered into CFC Nexus MyPay Reports were imported twice weekly into CFC Nexus (Wednesday/Friday) EEX Reports were imported once weekly into CFC Nexus (Friday) Manual Paper Pledges entered into CFC Nexus weekly (Wednesday/Thursday) Twice a month, CFC Nexus Report for all pledges was imported into CFC Assistant
8. Keyworkers Do not have to pass out or collect pledge cards Campaign information and reminders sent via e-mail Up-to-date pledge information available via CFC Nexus website Keyworkers know how their campaign is going on a daily basis vs a weekly basis Incentive reports available to Payroll Coordinator (Lead Keyworkers) of an organization showing employees who donated and the level of donation Benefits of E-giving
9. Benefits (Cont.) PCFO Import saves time Do not have to enter each pledge card into system Do not have to audit each pledge card Import saves money Fewer paper pledge cards and charity booklets needed Less staff costs since you don’t have to input/audit each pledge card Campaign progress is readily available at anytime on website Pledge information can be broken down into different agency/installations, etc. Charity donation information is available thru CFC Nexus Reports Agency or PCFO pledge information from website can be saved into a spreadsheet for data analysis
10. Challenges Late Release of MyPay PCFO learning curve WHS weekly/bi-weekly phone conferences with OPM/DFAS were helpful Keyworker Training/learning curve MyPay Report Work Address must match the Federal Agency name in CFC Nexus Created a Federal Agency named “Other” to hold employees until Work Address could be corrected EEX Report Department/Agency Name must match Federal Agency name in CFC Nexus Agency Reporting Number/Name must match the Agency Identifier Code in CFC Nexus
11. Challenges (Cont.) CFC Nexus Report Federal Agency Name must match Employer Name in CFC Assistant Agency Identifier Code in CFC Nexus must match Account ID In CFC Assistant CFC Assistant Import to CFC Assistant has issues
12. Resources Created CFC MyPay E-Pledge Instructions and Unit List Step by Step Guide for Keyworkers and Employees CFC Step by Step for CFC Nexus Registration and Pledge For Keyworkers and Employees CFC Nexus Payroll Reports – Instructions Lead Keyworkers Information Cards for Keyworkers 3 ways to Pledge Produced in-house Handed out to employees
13. Contact Information Tammi Ellis Potomac CFC Manager tellis@rappahannockunitedway.org 540-373-0041 ext 310 Sharon Patrick Potomac CFC Coordinator spatrick@rappahannockunitedway.org 540-373-0041 ext 318