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Organizational Structure
CFC Chairperson – Tony Tooke
CFC Director – Debra Burgos
Loaned Executives
Division Chairperson
Agency Coordinators
Key Workers
Division Coordinators
CFC MAP
Current Campaigns 8 Campaigns
# 0185 Northeast Florida/Southeast Georgia CFC
# 0210 Southwest Georgia CFC
# 0211 Greater Atlanta-Athens CFC
# 0212 Central Savannah River Area CFC
# 0214 Columbus/Ft. Benning Regional CFC
# 0217 Middle Georgia Area CFC
# 0218 Coastal Georgia CFC
# 0805 Greater Chattanooga Area CFC
Baker
Crisp
Dougherty
Lee
Mitchell
Terrell
Worth
ApplingBen Hill
Berrien
Brooks
Bulloch
Butts
Calhoun
Candler
Catoosa
Chattahoochee
Chattooga
Clay
Cook
Crawford
Dade
Decatur
Dooly
Early
Echols
Elbert
Emanuel
Evans
Glascock
Gordon
Grady
Greene
Hancock
Harris
Hart
Irwin
Jasper
Jeff Davis
Jefferson
Jenkins
Johnson
Lamar
Long
MaconMarion
McIntosh
Miller
Monroe
Montgomery
Murray
Putnam
Quitman
Randolph
Schley
Screven
Seminole
StewartSumter
Talbot
Taliaferro
Tattnall
Taylor
Telfair
Toombs
Treutlen
Turner
Upson
Walker
Warren
Washington
WebsterWheeler
Whitfield
Wilcox
Wilkes
Wilkinson
Atkinson
Bacon
Brantley
CamdenCharltonClinch
Coffee
Glynn
Pierce
Ware
Wayne
Banks
Bartow
Carroll
Cherokee
Clayton
Cobb
Coweta
Dawson
De KalbDouglas
Fannin
Fayette
FloydForsyth
Fulton
Gilmer
Gwinnett
Habersham
Hall
Haralson
Heard
Henry
Lumpkin
Meriwether
Newton
Paulding
Pickens
Pike
Polk
Rabun
Rockdale
Spalding
Stephens
Towns
Troup
Union
Walton
White
Burke
Columbia
Lincoln
McDuffie
Richmond
Muscogee
Colquitt
Lanier
Lowndes
Tift
Baldwin
Bibb
Bleckley
Dodge
Houston
Jones
Laurens
Peach
Pulaski
Twiggs
Bryan
Chatham
Effingham
Liberty
Barrow Clarke
Franklin
Jackson Madison
Morgan
OconeeOglethorpe
Thomas
Greater Atlanta-Athens CFC Area
Keys to a Successful Campaign
• Be polite at all times;• Encourage Key Workers to make a one-on-one ask; • Share your personal stories;• Learn as much as you can about how the campaign works;• Encourage payroll deductions;• View objections as opportunities;• Do not use coercion;• Make it FUN!
Always say “Thank You”
Role of Division Coordinator
• Work closely with the Agency Coordinators;• Attend training and become familiar with how the campaign
works; • Build enthusiasm;• Attend rallies and other CFC events;• Recruit Agency Coordinators;• Keep Agency Coordinators informed;• Distribute campaign materials to Agency Coordinators;• Audit key worker envelopes;• Turn in pledge cards and key worker envelopes to a Loaned
Executive.
Role of Agency Coordinator
7
• Manage the campaign for employees who work for your agency, department, installation;
• Attend training and become familiar with how the campaign works;
• Recruit and train Key Workers (); recommend one Keyworker for every 15-20 employees
• Obtain campaign materials for agency locations;• Organize rallies and other CFC events;• Distribute campaign materials to Key Workers;• Verify each pledge card for completeness and accuracy (check
that all copies of the pledge cards have been properly distributed).
Role of Agency Coordinator (Cont’d)
8
• Secure money in a safe or locked cabinet until turned in to Division Coordinator or CFC staff;
• Collect and audit Report Envelope(s);• Audit contributions in a timely manner;• Turn in pledge cards and Report Envelope(s);• Ensure that each donor receives a recognition item based on
the level of giving.
Role of Key Worker
• Become knowledgeable about the CFC process and be able to answer questions;
• Ensure that each employee has an opportunity to donate;• Display CFC posters, brochures, and flyers;• Assist employees when completing pledge cards;• Fill out report envelopes and maintain a copy;• Turn in pledge cards and other paperwork to Agency
Coordinator;• Distribute incentive items to employees.
9
Pledge Card
• Please use a ball point pen & press firmly so that writing goes through to the GOLD copy;
• Ensure that all information is legible;• Check the civilian/military;• Fill in your area code and phone number;• Print your name neatly;• Fill in your federal agency code number;• Is the agency number entered and correctly?
10
First Box – Civilian/Military, Name and Federal Agency Code
Pledge Card (Cont’d)
• Enter per pay period amount in Military or Civilian Payroll box;
• Enter total (annual) gift amount for Military or Civilian; • If making a pledge by check or cash enter the amount, check
number and date of contribution.
Second Box – Contribution Information
Pledge Card (Cont’d)
• Enter 5-digit charity codes. If you are pledging to more than five (5) charities, use an additional pledge card and number them accordingly and staple together (the total will only go on the last pledge card).
• Select your Donor Recognition item. A donor can select not to receive an incentive item.
Third Box – Charity Code and Donor Recognition
• The release of your gift amount and name are optional; however, if a donor wants to receive an acknowledgement letter and/or tax letter; they must provide a mailing address.
Fourth Box – Information Release
Pledge Card (Cont’d)
White Copy• Deliver to CFC for audit.Yellow Copy • Deliver to donors payroll office;• This copy must include donors signature and SS number
(unless you are with the U.S. Postal Service—U.S. Postal employees should use the EIN number).
Pink Copy• This is the donor’s copy (please have donor retain for their
records).Green Copy• This is the weekly drawing copy. This is perforated; tear off
and include with pledge cards in the Report Envelope (this will be put into the drawing bin).
Pledge Card (Cont’d)Gold Copy• Return to the CFC Keyworker (will be used to track your incentive items).
Key Workers should maintain this copy and use as tracking until incentive items are received and distributed.
• If donor does not want a gift, ensure that they check the correct box to decline the gift.
Final Pledge Card Check List
• Did information come through?• Is the information legible?• Is the card signed (required for payroll deduction)?• Has the SS number been provided (required for payroll
deduction) (Note: Postal employees must provide EIN number instead of SS number).
• Division and/or Agency Coordinators will turn in payroll copies to appropriate payroll office.
Pledge Card (Cont’d)
• White audit copy;• Drawing (green) copy;• All cash and checks;• Confidential envelopes.
Items To Include With the Report Envelope
• The payroll office copy (yellow) should be given to the Agency Coordinator;
• Did the key worker keep the gold copy (last page)?• Did the donor keep the pink copy?
Report Envelope Copies
Report Envelope
• Ensure that the date is entered in the upper right box of the envelope;
• Provide the Organization/Agency code ;
• Ensure that the Agency Coordinator and Division Coordinator information is entered on the envelope.
18
Report Envelope• Keyworkers will use a copy of
the Report Envelope;
• Agency Coordinators will fill out the actual envelope and turn it in for auditing.
Report Envelope Preparation• Ensure that copies are separated by category (cash, check, and payroll deduction);• Attach a calculator tape listing donations in numerical order or Excel spreadsheet;• Ensure that the number of givers is correct in each category;• Check the amounts and totals; • Check incentives to ensure that they are
captured;• Be sure to initial envelope.
NOTE: Donations are NOT limited to 5 designations. For more than 5 designations fill out additional pledge cards and staple together.
Report Envelope Preparation (Cont’d)
• Separate CFC pledge cards by category (cash, check, payroll);
• Provide calculator tape or excel spreadsheet listing donations in denominational order for each category (the amounts and totals must be reconciled).
22
Compiling Pledge Cards
Envelope Review/Submission
23
Include with Envelope:• Pledge card audit (white) copy;• Pledge card raffle (green) copy;• All cash and checks;• Confidential envelopes;• Ensure that the donor keeps the pink copy;• Checks are made out to the “Combined Federal Campaign
or CFC.”
Report Envelope Preparation (Cont’d)
24
• Once calculations are completed, separate by category as follows:Items included in the Report EnvelopePledge card Drawing Copy (green)Pledge card Audit Copy (white)All cash and checksConfidential envelopes
• The pledge card, payroll office copy should be given to the agency coordinator, who will submit it to your payroll office.
• Ensure checks are made payable to the “Combined Federal Campaign or CFC.”
Report Envelope Preparation (Cont’d)
Incentive Items
• The incentive items must be totaled and entered in corresponding boxes;
• Write in the choices of each Eagle Leadership (Eagle leadership givers can select down);
• The Envelope copy must be initialed by the Key Worker, Coordinator, and/or Loaned Executive.
25
Incentive Items
26
Eagle Leadership Givers - $2,000+Pewter Eagle or Duffel BagHero Giver - $1,001 - $1,999Lunch CoolerPacesetter Giver - $501 - $1,000Infusion Water BottlePatriot Giver - $150 - $500Carabineer Pen with/LightPioneer Giver - $45 - $149Bottle Opener / Key Chain
Online GivingA limited number of agencies have the capability to use employee express. For a complete list of agencies check the website at www.cfcaaga.org.
All employees who are part of DOD and paid by DFAS can make their pledge through My Pay.
Both Employee Express and My Pay can be accessed from the link below.
www.employeeexpress.gov27
Universal Giving
What is Universal Giving?Universal Giving (UG) permits donors to pledge to any approved CFC charity no matter where the donors or the charity is geographically located. Previously, only Local charities specific to our campaign area were available to our donors. Universal Giving now makes all Local agencies in all CFC regions accessible as well. Thus, donors who wish to stay involved with a favorite charity or charities elsewhere may do so through UG.
28
Universal Giving (Cont’d)
29
Universal Giving - How to Pledge? Universal Giving charities will only be listed as an on-line search tool, and are not included in paper publication. If you wish to donate to an approved CFC charity elsewhere, log in to our on-line giving tool at www.cfcaaga.org and click on the link titled “Universal Giving List” to search the UG charity list. Then enter the charity’s 5-digit code on your paper pledge form.
Universal Giving (Cont’d)Universal Giving charities will only be listed as an on-line search tool and are not included in the paper publication. If you wish to donate to an approved CFC charity elsewhere, log onto our on-line giving tool at www.cfcaaga.org and click on the link titled “Universal Giving List” to search the UG charity list. Then enter the charity’s 5-digit code on your pledge form.
30
Website Search
Online Giving - MyPay
33
Off Season Message: Last Contribution Per Pay PeriodLast Contribution Annual AmountBrowse CharitiesPrint PDF of Last Card
Online Giving - MyPay
34
NOTE: Maximum time per session = 30 minutes.
Combined Federal Campaign option added to MyPay Main Menu 1 SEP to 15 DEC.
Online Giving - MyPay
36
0211
Key Training Point 1. The screen will ONLY be shown to active duty Army, Navy,
Air Force and Commission Corps Personnel . Those donors must be provided their 4-digit Campaign Code.
2. All other donors’ campaign information will be automatically populated.
The campaign code for the Atlanta-Athens Campaign is “0211”.
Online Giving – MyPay (Cont’d)
38
• Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing.
• Other donors will not see this screen.
Online Giving - MyPay
39
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.
PLEASE ENTER THE
PER PAY AMOUNT, NOT THE ANNUAL
AMOUNT.
Online Giving – MyPay (Cont’d)
40
Donors can search for charities in multiple ways.
The donor can specify the 5-digit Charity Code.
Online Giving – MyPay (Cont’d)
The donor can search for a specific charity by name.
NOTE: There is a 20-30 time limit to complete your pledge, so it would be helpful to perform your search before getting here. If you go past the time allotted, the system will shut you out and you will have to start over.
Online Giving – MyPay (Cont’d)
The donor can also search for charities using Administrative Overhead rate and/or by Keyword
The donor can limit the search to National and/or International Charities.
Online Giving – MyPay (Cont’d)
The donor can select charities or return to search for additional charities.
Key Training Point Donor(s) can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms.
Online Giving – MyPay (Cont’d)
Donor has the option to continue or add / delete charities.
Balance remaining is automatically calculated.
Online Giving – MyPay (Cont’d)
Key Training Point – For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office in the box that states: “Command/Unit Name (Alphanumeric Field). Please enter you unit location or code provided by campaign worker.”
Pledge summary is displayed;undesignated funds are automatically calculated and displayed.
Please enter your agency code. Each federal agency is assigned an agency code.
For a list of agency codes, check with your Agency Coordinator or check the website www.cfcaaga.org.
Online Giving – MyPay (Cont’d)
Key Training Point Work email required at top.
Personal email required for acknowledgment. Campaign can only release personal email addresses to charities.
Online Giving – MyPay (Cont’d)
NOTE: Please print this page for your records.
Key Training Point No forms will be submitted to Keyworker. Donor can view and / or print PDF pledge form for recordkeeping.
1. The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force Personnel. This information is automatically provided for active duty Marines and Federal civilians.
2. Maximum donation amount for military personnel is $833/month; for civilians is $1,000/pay period.
3. Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining).
4. Donors must be trained to enter their Command/Unit or Federal Agency/Office name code for pledges to be properly credited.
5. There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records (highly recommended).
Online Giving – MyPay (Cont’d)
Campaign Awards• Outstanding Excellence / Share To Care Award
An agency recognized for meeting their monetary goal plus having a participation level of at least 50% or 5% higher than last year’s participation rate by November 20, 2015.
• Soaring To New Heights AwardA Division recognized for meeting their monetary goal plus having a participation level of at least 50% or 5% higher than last year’s participation rate by November 20, 2015.
• Outstanding Agency Coordinator / Volunteer AwardThe Agency Coordinator or Volunteer who best exhibited the spirit of the CFC in completing their job which includes organizing, planning and implementing their workplace campaign and/or in volunteering to assist in the campaign and made a valuable contribution to the overall success of the campaign.
NOTE: No more than four (4) nominations per division.
Campaign Awards (Cont’d)• Share The Care Award
An agency recognized for meeting or exceeding their monetary goal by November 20, 2015.
• Leadership AwardAn agency head that provides support to the overall success of the campaign through providing Loaned Executives, administrative support and/or resources.
• CFC Chairperson’s AwardA Division, agency, or individual selected by the CFC Chairperson recognizing distinguished and exceptional performance or contribution to the overall success of the campaign.
Key Dates/Points to Remember
57
• Do not ask for donations or pledges before the kick-off date, September 1, 2015;
• Make sure all givers get their incentive gifts;• The CFC brochure contains:
Color coded pages for Local (yellow), National (blue) and International (pink) charities;
Percentage of charity overhead expenses; 25 word description of the services that the organization
provides.• CFC Universal Giving (UG)
Donors are allowed to donate to any approved charity regardless to its location. The UG list will only be online, at www.cfcaaga.org or www.opm.gov/cfc.
Website Address
Greater Atlanta / Athens Combined Federal Campaign www.cfcaaga.org.