Combined Federal Campaign Coordinator Training 1

 Jennifer Howard- Senior Director  Matthew Thias- FTW Account Manager  Renee Griffin- Dallas Account Manger  LaTonia Walker- FTW LE  Monique Jackson- Dallas LE  LaDonna Roper- Downtown FTW LE  Brendon Ofori- Help Desk  Andrea Ortiz- Speakers & Fairs Coordinator  Lori Jefferson- Operations Officer 2

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 Campaign Briefing  Commonly asked question  Materials/ Resources  Video 4

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Office of Personnel Management (OPM) Sets policies and procedures nationally Local Federal Coordinating Committee (LFCC) Local Board of Directors comprised of local federal agencies. Principal Combined Fund Organization (PCFO) Provides both campaign and fiscal management. Loaned Executive (LE) Federal employee volunteer. Charitable Organizations The Donor Campaign Coordinators/ Key Workers 7

Why not give directly to the charity? One buck isn't going to change the world. I know of a local charity that would like to be included in the CFC Charity list. 8

What If I don’t feel I can afford to give? I don’t like feeling pressured to give. How do I know that my pledge gets where I intended it to go? 9

About DFW CFC 10 One of the largest CFC’s in the country One of the lowest AFR’s Over 9K contributors annually Goal: 3.5 Million

Charity Lists Pledge Cards Posters Thermometers Material Request Form Speakers Request Form Donor Gift Order Form 11

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Meet Bill… 13

Presentation by Ashley Walsh/ Kim Bailey Community Health Charities of Texas 14

Presentation by Marti Lawrence/ Andrea Ortiz 15

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10 minutes *Bathroom* *Complete Material Request Forms* 19

20 Pledge Card Training

PAYROLL DEDUCTION 21 Doe John P Social Security Administration / Ft Worth Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX /01/2012 x 11. Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date a) Incentive awards check box b) Information release

PAYROLL DEDUCTION Calculation Errors 22 Doe John P Social Security Administration / Ft Worth Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX /01/2012 $ / 26 = $19.23 $19.23 * 26 = $ Example : 13. Double Check The Calculations $ x Optional Information 1. Name 2. Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5. Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9. Charity Code 10. Annual Amount 12. Sign & Date

CASH or CHECK 23 Doe John P Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX x x 123 Connor Drive # 21 Fort Worth, TX # /01/2012 x 1. Name 2. Military / Civilian 3. Agency / Location 4. Address 5. Work Phone # 6. Cash / Check Amount 7. Check # Make checks payable to the Combined Federal Campaign 8. Identify Cash / Check Do Not Separate Cash/Check from Pledge Cards 9. Date of Contribution 10. Charity Code 11. Annual Amount 12. Optional Information 13. SSN# and Signature Box LEAVE BLANK

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Every Donor Gift 25

Philanthropist Award $650-$4999 ($25.00 Per Pay Period) 26

Eagle Award $5000 & Above ($ Per Pay Period) 27

28 Envelope Training & Accounting Practices

 Schedule “time” for your pick-ups  Keep Copies- envelopes  Account for pledges- spreadsheet  Seal WITH a LE/CFC Staff person  Do NOT hold cash and/or checks for an extended time, turn in weekly.  Do process large amounts of cash as soon as possible.  Check website, verify totals match  Do take a large amount of coins and/or cash to the bank or a Coinstar location and have it converted into larger bills or cashier’s check. Attach receipt.  Do NOT route fundraiser donations through your personal account.  Keep all donor contributions secure at all times.  Do attach a second pledge form to the initial pledge form if a donor has contributed to more than 5 charities and number each pledge form. (ex: 1 of 3, 2 of 3, 3 of 3) 29

Payroll Deduction Envelope 30 Social Security Administration / Ft Worth 624 Six Flags Drive #216 TarrantTX76011 Jane Doe Name of Campaign Coordinator (CC) $ /01/ Fill out envelope completely Do not include cash/check pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 3. Audit Box Completed with CC and CFC Staff Total # of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff 4. Seal and Initial Envelope Together 5. Make a Photocopy of Envelope 6. Audit Box Fiscal Manager Verify Total # of Pledge Forms Verify Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director /03/ Process Deposit

31 Social Security Administration / Ft Worth 624 Six Flags Drive #216 TarrantTX76011 Jane Doe Name of Campaign Coordinator (CC) 10 $ /01/ /02/ * Error in addition, corrected to reflect new totals. 1. Fill out envelope completely Do not include cash/check pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 3. Audit Box Completed with CC and CFC Staff Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 4. Seal and Initial Envelope Together 5. Make a Photocopy of Envelope Envelope Errors 6. Envelope Correction Total # of Pledge Forms Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director Note of Changes Made Initials of the Fiscal Manager Initials of the SR. Director Corrected Envelope to the CC 8. Process Deposit

Social Security Administration / Ft Worth 624 Six Flags Drive #216 Tarrant TX76011 Jane Doe Name of Campaign Coordinator (CC) /01/2012 Cash/Check Envelope 1. Fill out envelope completely Do not include payroll pledges 2. Federal Agency Info Box Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 4. Audit Box Completed with CC and CFC Staff Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms 5. Seal and Initial Envelope Together 6. Make a Photocopy of Envelope Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 7. Audit Box Fiscal Manager 8. Process Deposit /02/ Do Not Separate Cash/Check from Pledge Cards Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 32

Types  Jeans Day  Taco Bar  Silent Auctions  Golf Tournaments  Get Creative… Things to know…  Funding sources  In kind donations  Tax Receipts  Food Directive  Ethics Officers 33

Fundraiser / Special Event Cash or Check 34 Name of Fundraiser / Special Event Social Security Administration / Ft Worth 624 Six Flags Drive # 216, Arlington, TX /01/ Name of Event 2. Agency / Location 3. Address 4. Work Phone # 5. Cash / Check Amount 6. Make All Checks Payable to the Combined Federal Campaign 7. Identify Cash/Check Multiple Do Not Separate Cash/Check from Pledge Cards 8. Date of Contribution 9. Charity Code 10. Annual Amount 11. SSN# and Signature Box LEAVE BLANK Multiple

Social Security Administration / Ft Worth 624 Six Flags Drive #216 Tarrant TX Jane Doe Name of Campaign Coordinator (CC) Silent Auction 09/01/ /01/2012 Fund Raiser/Special Event Envelope 1. Fill out envelope completely Do not include payroll pledges 2. Federal Agency Info Box Completed by CC Agency Name / Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone # of Keyworker of Keyworker Name of Coordinator Phone # of Coordinator of Coordinator 5. Audit Box Completed with CC and CFC Staff Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms 6. Seal and Initial Envelope Together 7. Make a Photocopy of Envelope Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff 8. Audit Box Fiscal Manager 9. Process Deposit 3. Do Not Separate Cash/Check from Pledge Cards Total # of Check Pledge Forms Total $ Amount of Check Pledges Total # of Cash Pledge Forms Total $ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of Pledges Signature of CC and CFC Staff /02/ Name of Fundraiser / Special Event 35

Lunch! 12:00-12:30 36

YOU… Make it Possible Your Role/ Responsibilities (How to be an effective Coordinator) 37

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41 Exercise

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Exercise 44

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*Closeout/Pledge* *Gather your materials* *Debrief with your account manager* 48