South Bay Kickoff and Coordinator Training

1. South Bay Kickoff and Coordinator 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

3. Norcal CFC • Comprised of 40 counties • More than 75,000 Military Personnel and Civilian Employees • 2012 Campaign Achievements • Raised $4,091,963.00 • 13,553 Donors • 15.3% Participation • $302.01 Average gift$4,091,963 dollars

4. CFC Strategic Plan • 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

5. 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.”

6. CFC Strategic Plan • The 8th Habit Applied: • “Find your voice”…

7. CFC Strategic Plan • The 8th Habit Applied: • “…and inspire others to find theirs.”

8. Campaign Theme

9. OPM Campaign Rules • 100% Awareness • 100% Opportunity • 100% Follow-Up • No Coercion • PII & OSI Compliance • 5CFR Part 950 & OPM Memorandum CFC Regulations

10. Don’t try to run this on your own – put together a team! • Keyworkers (1:25) • For large organizations you might want someone on your team to handle and track the money! Campaign Team

11. Create the Campaign Plan • Schedule campaign to run only a short period of time • Set measureable goals • Get management support • Plan events – invite charities to speak! • Establish a theme • Personally contact everyone • Have Fun! Campaign Team

12. Keyworker Role & Responsibilities Solicit contributions from co-workers on behalf of charities • Schedule presentations • Distribute Campaign Materials • Ask every employee to contribute! • Check all pledge forms for accuracy • Turn in pledge envelopes to Coordinator • Distribute Commemorative Coin • Have fun and say “Thank You!”

13. 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

14. Promote Campaign: 1 Oct – 15 Dec • Posters/Flyers • Email Blasts • Contests • Internal Newsletters • Website • Materials will be available in late September (we will contact you with the details ) Solicitation Activities

15. Solicitation Activities • Promote Campaign: 1 Oct – 15 Dec • Staff Meetings - “Mini Kick-Offs” • Schedule them – make a plan • Videos • Thank You Feds video • More Than Just a Bill video • Invite Speakers • Charity Speakers list – www.norcalcfc.org – currently under construction • Terri’s Poem – Posted on website • Peer Testimonials

16. Mid Campaign Blitz: Oct 21 – 25 • Get Your Give ON-Line • Campaign Theme National promotion • Keeps Campaign Momentum Strong • Toolkit provided • Fun Reminder to complete pledging • Second opportunity for campaign marketing: • E-blast postcard reminder Solicitation Activities

17. 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 • All Contributions should be received by your LE by December 16 Solicitation Activities

18. Tools • CFC Website: www.norcalcfc.org • Speakers’ List for Charity Speakers at group presentation • Links to online giving sources ( NEXUS, EEX, myPay) • Searchable Charity Database • PDF Brochure Fill in Pledge Form • All support materials Solicitation Tools

19. Solicitation Tips • Tips • CFC Focus Group Results • Newer employees need education about what CFC is • Employees felt inundated with 4 – 6 weeks of solicitation • Your Tips - Discussion • Your Tools - Discussion

20. Pledging • Two Ways to Pledge • Traditional • Paper Pledge Form • Online-Three Ways to Pledge (Way to go!) • NEXUS • Employee Express • myPay

21. Pledge Form Pledge form instructions: http://www.norcalcfc.org/files/2013%20NorCal%20key%20pledge%20page.pdf

22. 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 not provided; payroll deduction can not be authorized without the SSN; USPS employees may use their Employee ID#.

23. Pledging Online • CFC Website: www.norcalcfc.org

24. Pledging • Online Assisted Giving: • NEXUS Online: Available to anyone • Norcal CFC website link to NEXUS • NEXUS Training: videos, Word doc & PDF • Link to Demo: https://www.cfcnexus.org/_root/ • Pledging • One Time Contribution - Cash, Check – Print the pledge confirmation • One Time Credit Card – 3% third party convenience banking fee • Continual Gift – Credit Card or Payroll deduction (must renew annually, print & submit form). Your agency might not accept NEXUS payroll deductions - check with your payroll department! • Register • Search for charities • Complete Pledging • Confirmation

25. CFC NEXUS Overview 1. Registration

26. CFC NEXUS Pledging 1. Registration

27. CFC NEXUS Pledging 2. Login

28. CFC NEXUS Pledging 3. Pledging

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

30. CFC NEXUS Pledging 3. Sign Pledge

31. CFC NEXUS Pledging

32. CFC NEXUS Pledging SPECIAL INSTRUCTIONS Please make sure you print your pledge and turn your pledge with cash or check into your keyworker. Keyworkers will turn your form in to your payroll office.

33. 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.

34. CFC NEXUS Pledging 4. Confirmation

35. CFC NEXUS Pledging 4. E-mail Confirmation

36. EEX Pledging • Ways to Contribute • Employee Express • Only participating agencies that have paid for the module (e.g. IRS) • Demonstration: A Demonstration Account is available for all 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 this account are in the Atlanta campaign.)

37. EEX Pledging Combined Federal Campaign

38. EEX Pledging This is the top part of the next screen. Note that some information may be pre-filled. Note that payroll elections are effective for only one calendar year. Last year’s contributions will NOT carry over to this year!

39. EEX Pledging 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.)

40. EEX Pledging 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).

41. EEX 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 Charities and Continue.”

42. EEX Pledging This is the top part of the next page. Confirm your contribution amount and charity(s) are accurate.

43. EEX Pledging This is the bottom part of the same page. Enter the required information. Entries are required for each cell in order to continue. The “Amount Release”, “Name Release”, and “Contact Release” release your personal information to your selected charities. The “Recognition Release” relates to your desire to receive the 2013 Commemorative Coin. Click “Save”.

44. EEX Pledging This is the top part of the final page used for final confirmation of your CFC contribution. Ensure all information is correct. Note this payroll action begins with the first payroll in 2014 and ends with the final payroll in 2014.

45. EEX Pledging 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.

46. myPay Pledging • Ways to Contribute • myPay Online: Payroll deduction only • Norcal CFC website link to myPay • myPay Overview • Login: https://mypay.dfas.mil/mypay.aspx • Select CFC option • Search for charities • Pledge • Confirmation

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

48. myPay Pledging Donor selects “Add New Contribution”

49. 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. Norcal Campaign Code is 0106 All other donors’ campaign information will be automatically populated

50. myPay Pledging Entering an invalid campaign code will result in an error message Norcal Campaign Code is 0106