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To encourage more giving…more people…more money…more often…to more charitable organizations. Combined Federal Campaign National Training CCA Report.

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Presentation on theme: "To encourage more giving…more people…more money…more often…to more charitable organizations. Combined Federal Campaign National Training CCA Report."— Presentation transcript:

1 To encourage more giving…more people…more money…more often…to more charitable organizations. Combined Federal Campaign National Training CCA Report

2 To encourage more giving…more people…more money…more often…to more charitable organizations. Agenda Why Create a New CCA System? Benefits/Features of new system Sneak Peak at the CCA System

3 To encourage more giving…more people…more money…more often…to more charitable organizations. Background CFC has a desire to: Make the application process more efficient for charities Modernize CFC Paper to Electronic Greater visibility Online and accessible CFC Regulations

4 To encourage more giving…more people…more money…more often…to more charitable organizations. New Features Reporting/Data Download: -Amount Pledged-to-Date: see how much has been pledged to you throughout the campaign rather than waiting until the end -Disbursement Data: see how much was disbursed to you and when -Electronic Donor Info: makes it easier to send thank you communications (when donor releases their info) -Single disbursement each quarter

5 To encourage more giving…more people…more money…more often…to more charitable organizations. New Features Federation-Specific Reporting/data detailing donor list by member organization (when donor releases their info) Flexibility to enter application for member organization or invite them to come in system and enter their application Ability to electronically review, accept/reject member organizations Electronically invite an individual to work on application

6 To encourage more giving…more people…more money…more often…to more charitable organizations. Additional Features/Benefits Streamlined application process Save progress and return to application when convenient Donors will be able to select charities in any region/zone Electronic search for donors makes it easier for donors to find a charity New hires mid-year allowed to pledge/donate Continuity of disbursements if employees move between agencies Centralized, online makes it easier to expand the number of donors

7 To encourage more giving…more people…more money…more often…to more charitable organizations. Overview of Charity and Pledging Systems Charities and Federal Employees will not have access to the same system For additional security, the two systems will not have direct access to each other

8 To encourage more giving…more people…more money…more often…to more charitable organizations. Charity Application System Overview

9 To encourage more giving…more people…more money…more often…to more charitable organizations.

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14 SIMPLE DATA ENTRY – Clear Instructions, Completeness Checks

15 To encourage more giving…more people…more money…more often…to more charitable organizations.

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