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UPO & Keyworker Training

UPO & Keyworker Training. 2013. 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

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UPO & Keyworker Training

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  1. UPO & Keyworker Training 2013

  2. 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 • Only authorized solicitation on behalf of charities in the Federal workplace Thank you for partnering with the CFC! 2

  3. 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 3

  4. CFC Strategic Plan • The 8th Habit Applied: “Find your voice”… Thank you for partnering with the CFC! 4

  5. CFC Strategic Plan • The 8th Habit Applied: “…and inspire others to find theirs.” Thank you for partnering with the CFC! 5

  6. Campaign Theme Thank you for partnering with the CFC! 6

  7. Six Week Solicitation Outline (Most Effective & Efficient) • Solicitation: • Week 1 – 100% Awareness • Kickoff Event/Activity • Week 2 – 100% Opportunity • Group Presentation • Week 3 – 100% Follow Up • Collect Pledges • Week 4 – 6 Follow Up and answer questions Campaign Timeline Thank you for partnering with the CFC! 7

  8. OPM Campaign Rules • 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 & OPM Memorandum CFC Regulations Thank you for partnering with the CFC! 8

  9. IPO • Mission Element & Unit Project Officers • KeyWorkers (1:25) • Event & Activities Volunteers • Finance Officer//Payroll Coordinator • Event Participants • Other Volunteers Campaign Team Thank you for partnering with the CFC! 9

  10. Mission Element & Unit Project Officers • 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 • Personally contact each employee you serve • Distribute campaign materials • Discuss importance of charity needs • Solicit contributions • Collect pledges • Report pledges • Pledge follow up • Award distribution Thank you for partnering with the CFC! 11

  12. Campaign Materials • Schedule pickup of Campaign Materials with IPO • Materials will be available in late September (we will email you with the details ) Thank you for partnering with the CFC! 12

  13. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Run condensed solicitation in three weeks Thank you for partnering with the CFC! 13

  14. 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! 14

  15. CFC Website: www.peakcfc.com • Searchable Charity Database • Links to online giving sources • PDF Brochure Fill in Pledge Form • All support materials • PDF of hard materials • Charity Speakers’ List • All Training Tools Solicitation Tools Thank you for partnering with the CFC! 15

  16. 2013 Video Options: • Tools • Training – “More Than Just a Bill” • Answers FAQs • Promoting – “Thank you Feds” • Promoting – “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! 16

  17. Promotional Materials • Poster Flyer Pikes Peak CFC www.peakcfc.com Get Your Give ON-Line Thermometer Thank you for partnering with the CFC! 17

  18. Promote Campaign: 1 Oct – 15 Dec • Kiosks • Posters/Flyers • Email Blasts • Contests • Internal Newsletters • Social Media • Facebook • Twitter Solicitation Activities Thank you for partnering with the CFC! 18

  19. Solicitation Activities • Best Practices • Chili Cook-Off/ Crock Pot Cook-Off with different categories • Candy Grams • Fall Festival with pumpkin carving contest, cubicle decorating contests, costume contest • Scavenger Hunt • 5K walk or run • Silent Auction/Basket Auction • Bake Sales/Burrito Sales • Penny Drive • Motorcycle Ride • Pie in the Face • Jeans or Sports Gear on Fridays • Ice Cream Social/Sundae Bar Thank you for partnering with the CFC! 19

  20. Solicitation Activities • Promote Campaign: 1 Oct – 15 Dec • Commander’ Call or Staff Briefings • “Mini Kick-Offs” held at Commanders Calls • Target timeframe: Sept - Oct • Videos • Thank You Feds video • Invite Speakers • Charity Speakers list – www.peakcfc.com • Terri’s Poem – Posted on website • Peer Testimonials Thank you for partnering with the CFC! 20

  21. Mid Campaign Blitz: Oct 21 - 25 • Get Your Give ON-Line • Campaign Theme National promotion • Keeps Campaign Momentum Strong • Simplest means of giving • CFC Nexus • myPay • Employee Express • Toolkit provided • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • E-blast postcard reminder Solicitation Activities Thank you for partnering with the CFC! 21

  22. Final Blitz • December 1- December 15 • It’s about the NEED theme reminder • Season of giving reminder • Tax Deduction reminder • Contribution cut off reminder • Electronic giving will be turned off COB Dec 15 Solicitation Activities 22

  23. Solicitation Activities • Solicitation Wrap Up • All Contributions Received by UPO: December 16 • Ensure totals for Awards have been submitted • Final Turn-Ins scheduled with PCFO Account Managers • Dec 16- 20 23

  24. Giving Methods • CFC Norcal Paper Pledge Form • Online: Employee Express or myPay • Online: CFC Nexus • Mobile Pledging • Credit Card Giving 24

  25. Giving Methods • Reoccurring Gift: • Payroll Deduction – 95% of campaign • Employee Express – Participating Federal agencies • myPay • DoD Military and Active Duty Civilians • Independent Defense Agencies • EPA, Dept of Energy, HHS, VA • Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC! 25

  26. Giving Methods • One Time Gifts: • Credit Card • Nexus • Cash, Check • Nexus • Traditional pledge form (hard copy or PDF) Thank you for partnering with the CFC! 26

  27. Pledging • Traditional Pledge form – hard copy/PDF file • Payroll Deduction, check or cash Cash check Available for all personnel Thank you for partnering with the CFC! 27

  28. Pledging OPM compliance training 28

  29. Pledging • Traditional Form IG Audit Findings: • Illegible, if it is unreadable, the pledge may not be processed correctly • Monthly gift is listed as the annual gift • Designation to an invalid code; pledges can only be made to agencies listed in this region’s brochure • Form isn’t signed; payroll deduction cannot be authorized if the form isn’t signed • Social security numbers is not provided; payroll deduction can not be authorized without the SSN; USPS employees may use their Employee ID#. 29

  30. Pledging • NEXUS Online Assisted: Available to anyone; • Pikes Peak Region Website links to NEXUS • One Time Contribution - Cash, Check, • One Time Credit Card – 3% third party convenience banking fee • Continual Gift – Payroll deduction (must renew annually, print & submit form) • NAF,and non myPay personnel: • Register • Search for charities • Complete Pledging • Print & submit • Confirmation 30

  31. CFC NEXUS • Pledge Training link:https://www.cfcnexus.org/_root/ 31

  32. CFC Nexus • CFC NEXUS • Pledging • Demo Link: https://www.cfcnexus.org/_root/ 32

  33. CFC NEXUS Overview 1. Registration 33

  34. CFC NEXUS Pledging 1. Registration Thank you for partnering with the CFC! 34

  35. CFC NEXUS Pledging 2. Login Thank you for partnering with the CFC! 35

  36. CFC NEXUS Pledging 3. Pledging 36

  37. 3. Pledging CFC NEXUS Pledging Payroll Deduction only one for NOW Monthly amount Civilian or Military You must agree to terms!

  38. CFC NEXUS Pledging 3. Sign Pledge 38

  39. CFC NEXUS Pledging 39

  40. CFC NEXUS Pledging SPECIAL INSTRUCTIONS Please make sure you print your pledge and turn your pledge with cash or check into your keyworker. Keyworers will turn your form in to your payroll office. Thank you for partnering with the CFC! 40

  41. CF NEXUS Pledging SPECIAL INSTRUCTIONS Credit Card contributions: -Fill in thank you gift award information online -Complete thank you gift confirmation form and submit to keyworker. Pledge will be processed by your bank card. Thank you for partnering with the CFC! 41

  42. CFC NEXUS Pledging 4. Confirmation 42

  43. CFC NEXUS Pledging 4. E-mail Confirmation 43

  44. Pledging • myPay Online: Payroll deduction only • Pikes Peak Region Website links to myPay • Website Charity Searchable database (step 1) • myPay Transaction (step 2) • Login: https://mypay.dfas.mil/mypay.aspx • Select CFC option • Search for charities (not recommended) • Pledge • Confirmation Thank you for partnering with the CFC! 44

  45. myPay Pledging Combined Federal Campaign option added to MyPay Main Menu

  46. Pledging Donor selects “Add New Contribution”

  47. 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

  48. myPay Pledging Entering an invalid campaign code will result in an error message; Incorrect code will result in incorrect charity list

  49. 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

  50. 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

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