4.  Remember—This is YOUR campaign! Set goals & develop a plan to implement the CFC drive for your federal agency/command. Campaign Account Report  Establish a Campaign Dollar Goal. Review your campaign history— Campaign Account Report Online Pledging  Promote! Promote! Promote ! Online Pledging! Visit www.cfcshr.org.www.cfcshr.org  Seek & Involve the support and commitment of your Leadership. Key Workers  Select co-workers (Key Workers) to assist you.  EDUCATE  EDUCATE employees on importance & benefits of CFC; Visit www.cfcshr.org.www.cfcshr.org  Encourage participation by ensuring EVERYONE receives an opportunity to give – 100% Contact.  Encourage voluntary giving through Payroll Deduction. It’s easier!  Host a kick-off activity, fundraisers & internal incentives; include CFCSHR speaker presentation. (Please be sure first to check with your JAG/Ethics Officer regarding these activities.)  Run a Leadership Giving Campaign which involves your agency/command’s Senior Leadership personnel & donors who give at a leadership level of $240+ annually.

5.  Distribute campaign materials: Pledge Forms & Charity Brochures  Direct staff to the website to pledge online www.cfcshr.org.www.cfcshr.org  Collect & Verify the ACCURACY of donor information on paper/online pledges.  MUST Campaign Report Sheet.  MUST maintain a record of donors; Specify leadership givers; Distribute their Leadership Recognition gifts via the Campaign Report Sheet. (Active spreadsheet) ALL  Turn in ALL PAYROLL/PSD carbon copies (top copy) AND signed CFC NEXUS payroll copies to respective Payroll Office/Command Pass Coordinator (CPC)/CSR Admin NLT 1 December. ALLALL  Turn in ALL CFC carbon copies (middle copy) along with ALL cash/checks to:  Complete your campaign with 100% Contact of personnel.  Say THANK YOU - to donors, Key Workers, Volunteers & Event staff.  Evaluate Results.

6. Campaign Account ReportCampaign Report Sheet

8. ILLEGIBLE INFORMATION ON THE FORM MAY RESULT IN INACCURACIES OF DONOR’s PLEDGE When PSD or CFC copies are not turned in to appropriate parties = NO PLEDGE MADE BY DONOR

9. Click the “PLEDGE ONLINE” button on the homepage, www.cfcshr.org CFC NEXUS will open in a new window New Nexus donors, Click “REGISTER” Returning Nexus donors, Click “LOGIN”

10. Returning Donors

11. Contractors/Retirees ARE NOT permitted to pledge online; they may submit cash/check via a paper pledge only Federal Employees ARE NOT permitted to solicit Contractors/ Retirees. They may approach Coordinator.

16.  Your Agency/Command’s Payroll Office REQUIRES an ink signature from the donor  Donors are required to PRINT off copy, SIGN & SUBMIT to Agency/ Command Coordinator/ Key Worker as per federal Payroll Office

18. ONLY PROCESS PLEDGE IF Donor has printed pledge & submitted printed/signed ( wet signature ) original copy to you

19. Visit the MyPay website via your agency/command intranet Payroll Deduction ONLY. Donors DO NOT have to print off form. This is your Agency/Command’s CFC Account # MUST use the correct “Command/Unit Name” OR “Federal Agency Name” (Alphanumeric field) assigned to your federal agency/military/civilian command. This is your Agency/Command’s CFC Account # Maximum donation amount for military personnel is $833/month (or $9,996/year). their To cancel pledge, donor MUST contact their Payroll Customer Service. System unavailable for DHS, USCG and USPS personnel. ACTIVE DUTY Army/Navy/Air Force CFC 4-digit Campaign Code (0897) Use the South Hampton Roads CFC 4-digit Campaign Code (0897) at start of pledge. Marine & DoD Civilians DO NOT need to enter this 4-digit code as system will recognize 0897 code. PLEASE DO NOT ENTER ANY OTHER CODES THAN WHAT HAS BEEN ASSIGNED BY CFCSHR. 20-30 min Timeout

21. Donors can search for charities in multiple ways: 5-digit Charity Code; Charity name; Category/ Keyword; Advanced search Donors can search for charities in multiple ways: 5-digit Charity Code; Charity name; Category/ Keyword; Advanced search

22. Enter your Federal Agency/Command’s CFC Account number HERE MIL will see: “Command/Unit Name” CIV will see: “Federal Agency/Office”

23. Donor receipt copy. Up to five charities are listed on Page 1 Donors can designate up to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining) 0897 Your Agency/Command’s CFC Acct# will print here

24. FOR PARTICIPATING FEDERAL AGENCIES (Area 10) ONLY (i.e. OPM, SSA, etc.)FOR PARTICIPATING FEDERAL AGENCIES (Area 10) ONLY (i.e. OPM, SSA, etc.) Look for the CFC Logo on Employee Express (EEX). Payroll Deduction ONLY. Donors DO NOT have to print off form. All participating agencies, within the Federal Agencies Command Area (Area 10), have agreed that the use of EEX for CFC is strictly optional. No employee is required to use EEX to make his or her CFC donation. During CFC campaign season, the EEX system will allow users to start a CFC contribution, or to review and edit a pledge previously entered into the system. If your Federal Agency participates in Employee Express (EEX) and you are not already an Employee Express system user, you may subscribe by going to the Employee Express Web site and requesting a PIN. Visit the Employee Express website (www.employeeexpress.gov)www.employeeexpress.gov

25. CFC CAMPAIGN DATES: 1 SEPTEMBER – 15 DECEMBERCFC CAMPAIGN DATES: 1 SEPTEMBER – 15 DECEMBER YOUYOU are responsible for educating donor and providing the opportunity for donor to give. YOUYOU are accountable for distributing, collecting & proofing each donor’s pledge. take form back to donor for accuracyIf a pledge is unclear or incomplete, please take form back to donor for accuracy before submitting to CFCSHR/Payroll. ALLMONEY If you misplaced the donor’s pledge or did not submit the correct copies to CFCSHR/Payroll accordingly, you misplaced the donor’s money.Treat ALL donor pledges as MONEY! If you misplaced the donor’s pledge or did not submit the correct copies to CFCSHR/Payroll accordingly, you misplaced the donor’s money. DONOR COPYEnsure all donors keep their carbon pledge copy (DONOR COPY) or a copy of their online pledge for tax purposes as CFC does not produce a tax letter. Contact your CFCSHR if you have questions or may need additional materials.

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