Employee Express Giving Training

1. Employee Express Giving Training 2014

2. Online Giving • Online: Employee Express CFC Module Training • Giving • Reporting 2

3. 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 3

4. Giving Methods Reoccurring Gift: • Payroll Deduction – 90% of campaign • Employee Express – Participating Federal agencies • CFC-EEX is not mandatory for CFC pledges. • CFC-EEX is another option for the Federal donor in agencies using EEX. • Employees utilizing CFC-EEX E-Pledge should not submit an additional paper pledge form for their payroll deduction pledge. 4 Thank you for partnering with the CFC!

5. Giving Methods • Participating Agencies • Administrative Conference of the United States • Advisory Council on Historic Preservation • African Development Foundation • American Battle Monuments Commission • Appraisal Subcommittee-Federal Financial • Institutions Exam Council • Arctic Research Commission • Barry M. Goldwater Scholarship and Excellence in • Education Foundation • Christopher Columbus Fellowship Foundation • Commission for the Preservation of America's • Heritage Abroad • Commission of Fine Arts • Commission on Weapons of Mass Destruction • Committee for Purchase from People Who are Blind • or Severely Disabled • Consumer Product Safety Commission • Council of the Inspector General on Integrity and Efficiency 5 Thank you for partnering with the CFC!

6. Giving Methods • Participating Agencies • Delta Regional Authority • Department of Education • Department of State • Department of the Interior • Department of Transportation • Dwight D. Eisenhower Memorial Commission • Election Assistance Commission • Environmental Protection Agency • Equal Employment Opportunity Commission • Export-Import Bank of the United States • Federal Energy Regulatory Commission • Federal Labor Relations Authority • Federal Trade Commission • Financial Crisis Inquiry Commission • Foreign Service Annuitants • General Services Administration • Harry S Truman Scholarship Foundation • Helping to Enhance the Livelihood of People Around the Globe Commission • Institute of Museum and Library Services • Inter-American Foundation • International Trade Commission 6 Thank you for partnering with the CFC!

7. Giving Methods • Participating Agencies • James Madison Memorial Fellowship Funds • Japan-U.S. Friendship Commission • John F. Kennedy Center for Performing Arts • Marine Mammal Commission • Medicaid and CHIP Payment and Access Commission • Medicare Payment Advisory Commission • Millennium Challenge Corporation • Morris K. Udall Scholarship Excellence in National • Environmental Policy Foundation • National Aeronautics and Space Administration • National Archives and Records Administration • National Commission on Fiscal Responsibility and Reform • National Council on Disability • National Credit Union Administration • National Labor Relations Board • National Mediation Board • National Science Foundation • National Transportation Safety Board • Northern Border Regional Commission • Nuclear Regulatory Commission • Nuclear Waste Technical Review Board 7 Thank you for partnering with the CFC!

8. Giving Methods • Participating Agencies Office of Federal Inspector - Alaska Natural Gas Transportation System Office of Navajo and Hopi Indian Relocation Office of Personnel Management Overseas Private Investment Corporation Pension Benefit Guaranty Corporation Privacy and Civil Liberties Oversight Board Public Interest Declassification Board Railroad Retirement Board Recovery Act Accountability and Transparency Board  Ronald Reagan Centennial Commission Securities and Exchange Commission Selective Service System Senate Restaurant Associates Social Security Administration State Justice Institute Stennis Center for Public Service Superior Courts of the District of Columbia Thrift Investment Board 8 Thank you for partnering with the CFC!

9. Giving Methods • Participating Agencies • U.S. Chemical and Safety Hazard Investigation Board • U.S. China Economic and Security Review Commission • U.S. Commission on International Religious Freedom • U.S. Holocaust Memorial Museum • U.S. Institute of Peace • U.S. Interagency Council on Homelessness • U.S. Trade and Development Agency • U.S. Tax Court • Valles Caldera Trust • Vietnam Education Foundation 9 Thank you for partnering with the CFC!

10. Giving Methods • Demonstration Account: available to familiarize Federal users with the CFC-EEX E-Pledge system. • Go to https://www.employeeexpress.gov and Login with: 999999994 and Password: Demo#444 • Local charities for the demo account are in the Atlanta Georgia region 10 Thank you for partnering with the CFC!

11. Employee Express Log In Screen EEX Pledging Enter your login ID and Password then click “Sign In”. 11 Thank you for partnering with the CFC!

12. EEX Pledging Select Your Federal Agency Select the radio button beside your agency then click “Submit” 12 Thank you for partnering with the CFC!

13. EEX Pledging Select CFC as the payroll action Click the “Combined Federal Campaign” button. 13 Thank you for partnering with the CFC!

14. EEX Pledging Routine Security Message Click the “Continue to Main Menu” button. Thank you for partnering with the CFC! 14

15. EEX Pledging Select Your Charity(s) & Dollar Amounts (Top of Page) This is the top part of the next screen. Note that some information may be pre-filled. Also see that this payroll election becomes active on first pay period in January, 2014 and lasts for only one calendar year. Thank you for partnering with the CFC! 15

16. Pledging Select Your Charity(s) & Dollar Amounts This is the middle part of the same page where you can search for a charitable organization several different ways (by number, name, service category or composite search.) Select the related search button to initiate your search. Search results will return at the bottom of this same page. (See the next PowerPoint slide.) 16 Thank you for partnering with the CFC!

17. Pledging Select Your Charity(s) & Dollar Amounts This is the bottom part of the same page where search results are presented. Select your charity(s) by clicking the “Add to Cart” button(s). Thank you for partnering with the CFC! 17

18. Select Your Charity(s) & DollarAmount (Top of Page) Pledging Scroll up to the top part of the same page. Confirm (or enter) your “Pay Period Contribution” amount, edit the charity(s) you selected (if necessary), then click “Save Selected Charties and Continue.” Thank you for partnering with the CFC! 18

19. Pledging Confirm/Edit Charity or Contribution Amount (Top of Page) This is the top part of the next page. Confirm your contribution amount and charity(s) are accurate. Thank you for partnering with the CFC! 19

20. Pledging Final Confirmation or Edit(Bottom of Page) This is the bottom part of the final page. Ensure the information entered is accurate. Click the “Yes” button if everything is correct otherwise click “No” if you wish to change/correct information, charity or contribution amount. Thank you for partnering with the CFC! 20

21. EEX Pledging Exit Screen A charitable payroll deduction satisfies all documentation requirements for income tax reporting purposes.. If you wish to receive confirmation of this payroll action request, enter your email address and click the “Submit and Return to Main” button. Otherwise, click the “No Thanks…” button. Thank you for partnering with the CFC! 21

22. Thanks You Awards • Available to EVERY contribution no matter the contribution size • Online Contributors print a track form and submit it • Traditional pledge form – request on pledge form • Donors don’t give for the donor gift, they can easily feel slighted if promised something they don’t receive Traditional pledge form reporting Thank you for partnering with the CFC! 22

23. PCFO Tracking Form Provided for ECCs & Keyworkers • Each KeyWorker keeps a list of their 25 co-workers with a check box of what gift that donor requests and whether or not they have received it • Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer • Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer • ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger Donor Appreciation Award Tracking Thank you for partnering with the CFC! 23

24. Donor Appreciation Award Tracking Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction Federal Agency: ____________________________ Donor: _____________________________ Unit Name: ________________________________ Unit Code: __________________________ Gift Level:  General recognition coin  I prefer not to receive a donor appreciation gift. Provided online for donor to print out and submit Thank you for partnering with the CFC! 24

25. Donor Appreciation Award Tracking Ledger Thank you for partnering with the CFC! 25

26. Key Worker Turn-In Campaign ReportingEEX award appreciation confirmation forms are collected and recorded on the envelope. Record names of donors requesting thank you gift on gift ledger. Not all donors submit form so a periodic report will list all donors and keyworkers will note additional thank you award recipients from this list and distribute the thank you gift to those donors as requested. Reporting Envelope Donor Gift Request Form Installation: ____________________________ Donor: _____________________________ Unit Name: ____________________ Unit Code: __________________________ Gift Level: General Silver (one hour’s pay per pay period) Gold(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Thank you for partnering with the CFC! 26

27. Turn-In Flow Chart There may be a Unit Project Officer (UPO) in larger agencies if desired LE or PCFO Hub Administrator 27 Thank you for partnering with the CFC!

28. EEX Turn-In Preparation Collect Thank you appreciation forms weekly • EEX pledge thank you gift confirmation form collection ONLY • Collect and verify forms: • Ensure donor’s name and e-mail address is included • Ensure unit/office code is completed • Ensure gift request is completed • Report number of gifts requested on report envelope 28

29. Key Worker Turn-Ins Keyowker records thank you gift requests on reporting envelope Thank you for partnering with the CFC! 29

30. EEX Solicitation Conclusion • EEX Giving turned off COB Dec 15 (regulations) • All Contributions Received by DPO or UPO: December 16 • Ensure CFC Staff has your totals for Awards • Final Turn-ins scheduled with PCFO Dec 16 – 20 Thank you for partnering with the CFC! 30

31. Giving Methods One Time Gifts: • If a EEX agency donor wishes to make a one time gift they cannot use EEX. They must use either: • Traditional pledge form (hard copy or PDF) • Nexus credit card Thank you for partnering with the CFC! 31

32. Q&A: Questions? Thank you for partnering with the CFC! 32

33. Thank you for leading the CFC! 2014