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Coordinating CouncilFriends of ScoutingTraining 2016
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A Prophet’s Voice
“May you uphold Scouting’s tradition, for it can be as a lighthouse beacon in the world of stormy seas, it can be a motivation to prepare for your role in life, it can be a yardstick against which you measure your accomplishments.”
- Pres. Thomas S. Monson
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Duty to God
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“It is far better to build boys than to mend men.” -Pres. Thomas S. Monson
Elder Holland Tells National Scout Leaders Duty to God Is a Way of Life
More than Just Friends of Scouting
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The Friends of Scouting campaign can be much more
than just raising money for a good cause.
Consider the following when visiting with donors:
-Promote Scouting – Spread the good word of how Scouting helps prepare young men for
missions and to become good husbands and fathers by instilling in them life skills, community
service, and duty to God.
-Invite non-LDS Youth – Seek out less active young men or non-LDS young men who can
potentially be invited to join scouting. Scouting can be the best missionary and retention tool
for the Young Men’s program.
-Clean up Ward Records – This can be a great opportunity to see who has moved out or into
the ward. This is a great way to visit with less active or non members.
Direction Given by the Church
“The Church supports Friends of Scouting as a separate voluntary solicitation. Every member of every ward should be offered the opportunity to contribute to Friends of Scouting.”
-Scouting & The Church of Jesus Christ of Latter-day Saints, pg. 11
“The Church supports the BSA’s annual Friends of Scouting drive. These funds provide financial support for the local BSA council. Stake presidents and bishops oversee the drive in their units.”
-Scouting Handbook for Church Units in the United States, 2015 Edition, §8.15
100% of FOS donations stay in the Utah South area
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General Instruction & AssignmentsReceived from Area Authority Seventy
You have received via
e-mail or in your ward packet of instructions.
As directed by your stake president and bishop please follow the instructions.
Let’s take a closer look at these instructions.
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Utilize unpc.patchfunding.comIt is expected that each ward and stake utilize the online FOS management system unpc.patchfunding.com
Stakes will be able to:• Manage closely their campaign progress• See donors and donations as they are made• Set-up user accounts as needed• Set-up ward goals
Wards will be able to:• Update donor records• See past donations received• Create and manage donor routes• Print extra donor cards• Enter cash and check donations received• Create deposit slips and take donations to the bank
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Overview of unpc.patchfunding.com
Steps to using the Online FOS System – Patch Funding1. Go to: https://unpc.patchfunding.com/ & Click on “My Account”
2. Enter your Username & Password (on front of your ward packet)
3. Create additional users for each individual who will be creating the deposit.
4. Remove donors who have moved
5. Add new donors
6. Set up/manage routes
7. Print extra donor cards
8. Educate & train ward FOS workers
9. Give every household in the ward an opportunity to donate
10. Upon receiving cash & check donations, log them into the online system
11. Create a Deposit slip
12. Prepare bank bag and make deposit within 24 hours
For more specific information on the patchfunding system & how to log donations go to utahscouts.org/FOS
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Educate & Train Ward FOS Workers
Each Ward FOS Worker should:
• Know how to use the URL code system
• Be able to use the Donor Cards
• Conduct a successful Friends of Scouting drive by providing every individual and family with an opportunity to financially contribute to Friends of Scouting
• Be familiarized with and use FOS materials provided
For more info go to: www.utahscouts.org/fos
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Provide Every Individual and Family an Opportunity to Financially Contribute
The “Pitch”
-Why Scouting? Explain how Scouting impacts our youth, adults, and community. Bear testimony or share a good story.
The “Price”
-The cost of Scouting. Explain why donating is important and how donations are spent. Cost is $100 per Scout per year.
The “Pledge”
-The invitation to donate. Show the methods of how they can donate and invite them to support one Scout for a year or $10 per month.
NOTE: Checks should be made out to: Utah National Parks Council
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The Door Approach with a Smart Phone
In order to save the ward time in individual entries and bank deposits, donations can be processed immediately. Entries to the new online FOS system can be made as donations. They are collected by using the URL code located on the donor card. If collected this way no further work is required at the ward level.
Steps to URL Code Door Approach
1. Type into any web browser the donor’s unique unpc.patchfunding.com/[donor code] from printed cards.
2. While wearing church attire or a Scout Uniform, invite them to donate following the Pitch, Price, & Pledge format.
3. Enter their donation into the donation screen loaded on your smart phone. Follow instructions on the screen. You can do credit cards, e-check, cash, check, etc.
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Pledge Types
• Limited Pledge: • Single or limited number. Single payment is for one payment.
Limited number pledge limits your payments to the same amount for 12 months
• Ongoing Pledge:• This option will continue until donor adjusts pledge amount
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Log into unpc.patchfunding.com
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Go to:
unpc.patchfunding.com
Click on “My Account” to
get to the log-in screen.
Enter Username & Password
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Enter your
Username and
password that you
should have
received either from
your Stake or your
Scouting
Professional found
on the front of each
ward packet.
The Ward FOS Dashboard
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LDS First Ward
Welcome to your Dashboard
Fundraising Target
This is a monetary goal, a green bar
will appear indicating your progress.
FOS Checklist
You will want to tick the box for
everything you have completed so the
Stake knows your progress.
Stats
This box will show you current and
past years’ donation history. Click on a
year to see more detail.
The Ward FOS Dashboard Cont.
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LDS First Ward
Remember – All households should
have a meaningful face-to-face
opportunity to donate.
Prospecting Tool
This page will give you access to the
list of donors, their contact
information and giving history. There
is also a phone script for you to use
when you are ready for campaign
clean-up, for those who were not able
to have a face to face ask.
Payments
To log donations you’ve received click
on “Log donations”
The Ward FOS Dashboard Cont.
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LDS First Ward
Tool Box-Add a Donor Record: You will need
the first/last name, address and phone
# to add a new record.
-Print Donor Cards: This will create
a PDF document of donor cards for
every donor on your roster.
-Print Blank Donor Card: This will
create a PDF document with 3 blank
cards for new donors not on your
roster.
The Ward FOS Dashboard Cont.
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LDS First Ward
Tool Box Cont.
-Import Prospect List: This option will
allow you to mass import donors from a
properly formatted excel spreadsheet.
Further instructions are given after you
click on this option.
-Check for Duplicates: The system will
automatically detect any duplicates you
may import then merge them. You can
manually check for duplicates it did not
merge and you can merge them yourself.
-Manage Routes: Here you can create
new routes and assign donors to them.
Name the new route and drag
unaccociated donors into the new route
or previous routes created.
Create additional users for those who will be preparing and entering donations.
Enter the information needed for each individual who will be entering donations.
Please make sure the e-mail address and phone number are valid in case there are questions concerning your deposit.
Update Donor Records
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Updating Donor Records
Selecting “Donors” from the top of the page will
take you to this screen. It lists all donors on record
and allows you to sort them by category.
Compare your Ward’s Member Records with
the Records of this roster. Your ward roster can
be downloaded from LDS.org or through LDS
Tools.
REMEMBER – All households should have an
opportunity to contribute.
Remove Donors – Any donors who have moved
out of your ward can be disassociated with your
ward’s donor records by clicking on “Gone” to the
right of their personal info.
Add New Donors – This can be done from your
main dashboard page by clicking on “Add a Donor
Record” in the Tool Box.
Set Up & Manage Routes
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Create New Routes / Manage Old Routes
To create a new route: Click on “Manage Routes”.
Click on a route number, name it, then save. From
the “No Route” list, click then drag the names of the
individuals you want to be in the routes you created.
Continue the above steps to create more routes. You
can drag names to any route you created and
between other routes.
Donors who you remove from your donor roster
should no longer appear here. Any new people you
added will need to be assigned a route.
Once you have managed your routes you can print
the cards by route! (see next slide)
Print Extra Donor Cards
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To Print donor Cards Select “Donors” at the
top of the page.
Before selecting your action click on “Route” to
sort your donors by their route you assigned them.
Check/Uncheck the box to the left of their name to
select them to print.
Print Donor Cards
Donor cards are the preferred method. Donor will
receive an instant tax receipt if their email is in
this system. Keep cards to help reconcile
donations upon finishing.
Select “Print Donor Cards”. Then click “Do It”. It
will create a PDF with the donors you selected.
Donor CardsDonor cards are best used when you are talking with members in a group
setting or door to door and can hand them pre-filled cards or new cards to fill out and collect. This will provide them with an email receipt if it is in the system.
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Donor Recognition Keeper of the Flame
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Creating a second user in order to log donations.
Once the Admin (bishop) is logged in you must have at least 2 users in order to log donations.To begin, Click on “Add a new login”.
LDS First Ward
Fill in the information for all cells and click “Save”. The new user has been created and you can proceed to log donations for you members.
Log Donations into the System
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LDS First Ward
Logging Donations
-Click on the Current Year’s
Campaign or “Log donations” to
access the list of donors and enter
their donations
NOTE: Any electronic donations
made online via the unique URL
Code will already be logged and
you don’t have to do any more
with them.
More online and electronic
donations means less work for
you!
Log Donations into the System Cont.
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LDS First Ward
To add a new donation, click on
“Add A Donation” for the donor.
The Add a Donation box will pop up
(see below). Enter their dollar
amount, the frequency of the
donation and the type, Credit Card, E-
check, Cash or Check. If they choose
to do an electronic monthly donation
and want to donate $120 for the year,
you would enter their amount at $10,
Monthly, then enter their CC or E-
check info. Double check your entry
is accurate then click “save”.
Reconcile/Total Donations
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LDS First Ward
Deposit Available
After you have entered in
your collected donations for
the day, click on “Unit
Dashboard” at the top left to
get back to your home screen.
You will notice a new box has
appeared “Deposit Available”
Click on the “Friends of
Scouting” in the Deposit
Available box to begin the
Reconciliation process.
You will not be able to create
a deposit unless there are at
least two logins for your unit.
Reconcile/Total Donations Cont.
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”Create a new deposit” Screen
It is on this screen you will see all the
donated members and $$ amounts
you have entered but not yet
deposited.
Count your cash and make sure the
total online matches with your cash
amount. Also make sure you have the
right people entered.
Do the same for your checks and
make sure the online total matches
with your check amount.
If you have a member that does not
belong…. Simply uncheck the box
next to their name to remove them.
Reconcile/Total Donations Cont.
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”Create a new deposit” Screen
After you have reconciled and totaled
the Cash and Checks you want to
deposit, you will now create the deposit
slip.
Select the “Also Deposited By” box and
select one of the additional usernames
created, other than the one you are
logged into.
Next Select the Bank you wish to
deposit the donations into. (Zions, State
Bank, Wells Fargo, Cache Valley &
Bank of American Fork). Click “Create
Deposit” when you are finished.
NOTE: You will NOT be creating any
kind of new bank account but will be
depositing your donations directly into
one of Utah National Parks Council’s
bank accounts.
Print Deposit Slip from Dashboard
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LDS First Ward
Deposits Created
Once the deposit is created a
new box will appear on your
Dashboard called “Deposits
Created”. All the deposits you
created will appear here. You
will download your deposit
slips from here.
Deposit #: 791Unit: LDS First Ward – 1701Subdistrict: First Stake
Deposit Slip & Endorsing Checks
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The printed deposit slip will look similar
to this. Cut the excess off the bottom of
the deposit slip.
NOTE: Your Unit (Ward) & Subdistrict
(Stake) information will show on the
deposit slip. The cash and check totals
will also be present. This information will
be helpful to the bank and to the Council
to be able to link this deposit with your
wards online FOS account in Patch
Funding.
Endorsing Checks
A stamp is not available to you to endorse
checks made out to the Utah National
Parks Council. So, you will need to write
on the back of each check:
For Deposit Only
Utah National Parks Council
(#Account Number)
Account Number (To write on back of checks and bank bags)
Prepare Donations, Bank Bag & Taking the Bank Bag to the Bank
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Write the appropriate information on the bag.
To: [Name of Bank on deposit slip]
Utah National Parks Council BSA
From: [Your Ward Name]
[Your Stake Name]
Account: [The account # on the Deposit Slip]
Cash Amount $: [Total Cash on Deposit Slip]
Check Amount $: [Total Check on Deposit Slip]
Prepared By: [The name of the person who
prepared the deposit]
Cell Phone number: [The number of the person who
prepared the deposit]
Date: [The date you’re making the deposit]
Authorized Signature: [Signature of the person
who prepared the deposit]
When complete take the bank bag to the
appropriate bank on the same day if possible.
Finishing Up Your FOS Campaign
1. All collected donations need to be entered online. We encourage you to use Smart Phone donations as much as possible to reduce the time necessary to complete this process.
2. Donations need to be batched online, prepared, then taken to the bank by your ward, within 24 hours of receipt of donation (treat similarly to tithing funds).
3. Report to the Stake when FOS Campaign is complete. Remember your campaign is not complete until each individual and family has been given an opportunity to contribute.
It is discouraged that wards take FOS donations directly to the Council Service Center. Their donations should be entered into the online FOS system and then taken to the bank.
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Gratitude in All Things
“To express gratitude is gracious and honorable, to enact gratitude is generous and noble, but to live with gratitude ever in our hearts is to touch heaven.”
- Pres. Thomas S. Monson
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