The University of Texas at Dallas Volunteer Training - SECC Background and History

1. The University of Texas at DallasVolunteer Training - SECC Background and History Statewide & Local Organizations SECC Materials Pilot Online Giving Demonstration

2. Mission Moment: Academic Bridge Program Callier Center

3. Catrina Clemens, MSW – Director cclemens@healthcharities.org Antonia Gonzalez- Campaign Associate agonzalez@healthcharities.org State Employee Charitable Campaign DFW Metroplex Area 624 Six Flags Drive, Suite 216 Arlington, Texas 75019 817.997.4413

4. SECC History & Facts • Created by legislation in 1993 • Payroll deduction campaign for state and higher education employees • UTD Campaign: Oct.1 – Oct. 31 • Covers 18 counties: • Collin, Dallas, Ellis, Erath, Henderson, Hood, Hunt, Johnson, Kaufman, Navarro, Palo Pinto, Parker, Rains, Rockwall, Somervell, Tarrant, Van Zandt and Wise • Local Campaign Manager: Community Health Charities Texas

5. Must meet stringent legal requirements and be scrutinized by teams of state employees to ensure: • 501c3 nonprofit organization and are registered with the Secretary of State • Audited (or reviewed) annually by an accountant in accordance with generally-accepted auditing standards • Provide direct or indirect health and human services • Spend no more than 25% of their funds raised on administration and fund raising • Unless they qualify for an exception due to special circumstances Charities

6. The 3 C’s of the SECC Confidence Convenience Payroll deduction is easy, convenient and confidential Choice Every charity application is reviewed by a team of state employees There are over 600 charities to choose from. Something for everyone! DFW Metroplex SECC Local Employee Committee Members Lindsey Klein (chair), Texas Comptroller of Public Accounts Thom Chesney, Ph.D. (vice chair), Dallas County Community College District David J. Brown, Texas Comptroller of Public Accounts Jean Deakyne, University of Texas at Arlington Mary Golden, Texas Comptroller of Public Accounts Doris Hickerson, DARS/Division for Rehabilitation Services Natalie Layfield, DARS/Division for Rehabilitation Services Shanon Patrick, The University of Texas at Dallas Joan S. Reisch, Ph.D., The University of Texas Southwestern Medical Center Angela Rivers, Texas Department of Family and Protective Services Terri Tackett, Texas Office of the Inspector General

7. The Coordinator – SECC MVP SECC is Voluntary Individual choice – no coercion Important to ensure each employee’s decision to give or not to give is respected Important to ensure that each employee’s decision is confidential • Help insure that all faculty or staff in your department, school, center or unit are aware of the campaign. • Promote, publicize and ask individuals within your department, school, center or unit to support the SECC online campaign. • Support the SECC with a personal pledge. • Thank everyone!

8. 2012 SECC Materials Full Charity Guide Mini Charity Guide

9. CharityListing Key elements include: the organization’s six-digit SECC code, the charity name, the contact phone number, web address, a 25-word statement of purpose (except in abbreviated listings), and the administrative and fundraising expense rate (AFR).

10. Statewide & Local Federations A key role of a federation is to evaluate member charities annually to ensure they meet high standards of performance and financial integrity. Statewide: Provide services across the state of Texas and locally. Local: only provide services in the DFW Metroplex area

11. Local Unaffiliated Charities Not affiliated with a federation Only provide services in the DFW Metroplex Area

12. Ways to Support Online Payroll Deduction Starts with the 1st Calendar Year pay check, January 1st, 2013. Easy and impacts agency all year! Must be renewed annually through SECC. One-Time Gifts: Cash Check- Made payable to DFW SECC Fundraisers: Cash Check- Made payable to DFW SECC

13. Leadership Giving Program Leadership Givers make annual gifts of $1,000 or more to the DFW Metroplex Area SECC. Levels: Yellow Rose Circle: $1,000-$2,499 Bluebonnet Circle: $2,500-$4,999 Alamo Circle: $5,000-$9,999 Lone Star Circle: $10,000 or more

14. SECC is going “green”No Pledge Forms to handout or collect

15. Pilot Online Giving Program: www.gift4charity.org/_dfwseccImportant things to remember: Payroll Deduction OnlyCan choose no more than 6 charitiesOnly faculty can select 9 month optionOne time gifts contact:Paula Bratt at ext. 2151

16. Important Information to Remember Payroll Deductions: • Must be completed online prior to October 31 • Remind donors to complete each section • Minimum donation per charitable group is $2 per month or $24 per year • Donors may select no more than 6 charities to support One-Time Gifts/Fundraisers: • One-Time Gifts/Fundraisers CAN be undesignated • Leave charity code section blank if undesignated • NEW- $5 minimum donation to process

17. Tax Information 2012 Campaign: Payroll Deduction • Cannot claim gift until completion of the 2013 year • Donor should retain email from DFW Metroplex SECC as substantiation of their pledge to 2012 campaign • Details for reporting your contribution to the IRS can be found on the UT Dallas SECC website 2012 Campaign: One Time Gift (on or before December 31) Can claim these deductions for 2012 • Donor should keep their copy of the pledge form • Gifts over $250 will receive a tax deduction letter from the State Employee Charitable Campaign

18. Q & A

19. Thank you!!!