1. 2014 Combined Federal Campaign Training
“Giving From My Heart to Yours… Heart2Heart”

2. Organizational Structure
CFC
Chairperson – Scott Raymond
CFC
Director – Nickie Hand
Loaned
Executives
Division Chairperson
Division Coordinators
Be polite at all times.
Encourage Key Workers to make a one-on-one ask.
Develop interest.
Learn as much as you can about how the campaign works.
Encourage payroll deductions. Remind people that deductions won’t start until next year. Pledge now and pay later.
View objections as opportunities.
Do not use coercion.
Always say “thank you”.
Agency Coordinators
Key Workers

3. CFC MAP Be polite at all times.
Baker
Crisp
Dougherty
Lee
Mitchell
Terrell
Worth
Appling
Ben 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
Macon
Marion
McIntosh
Miller
Monroe
Montgomery
Murray
Putnam
Quitman
Randolph
Schley
Screven
Seminole
Stewart
Sumter
Talbot
Taliaferro
Tattnall
Taylor
Telfair
Toombs
Treutlen
Turner
Upson
Walker
Warren
Washington
Webster
Wheeler
Whitfield
Wilcox
Wilkes
Wilkinson
Atkinson
Bacon
Brantley
Camden
Charlton
Clinch
Coffee
Glynn
Pierce
Ware
Wayne
Banks
Bartow
Carroll
Cherokee
Clayton
Cobb
Coweta
Dawson
De Kalb
Douglas
Fannin
Fayette
Floyd
Forsyth
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
Oconee
Oglethorpe
Thomas
Be polite at all times.
Encourage Key Workers to make a one-on-one ask.
Develop interest.
Learn as much as you can about how the campaign works.
Encourage payroll deductions. Remind people that deductions won’t start until next year. Pledge now and pay later.
View objections as opportunities.
Do not use coercion.
Always say “thank you”.

4. Strategies for Running a Fun and Enthusiastic Campaign
Show appreciation for your key workers and your agency coordinators
How do you show appreciation- when someone is “volunteering” to do your work for you

5. 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”
Be polite at all times.
Encourage Key Workers to make a one-on-one ask.
Develop interest.
Learn as much as you can about how the campaign works.
Encourage payroll deductions. Remind people that deductions won’t start until next year. Pledge now and pay later.
View objections as opportunities.
Do not use coercion.
Always say “thank you”.

6. 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 over pledge cards and key worker envelopes to a Loaned Executive
Attend training and become familiar with how the campaign works. Help train others.
Build enthusiasm.
Attend rallies and other CFC events.
Recruit Agency Coordinators and work closely with them to plan, organize, and direct campaign efforts.
Keep Agency Coordinators informed.
Distribute campaign materials to Agency Coordinators (i.e.: Books, pledge cards, Key Worker envelopes, incentive items, posters, etc.).
Audit key worker envelopes.
Turn over pledge cards and key worker envelopes to a Loaned Executive.

7. Role of Agency Coordinator
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 each
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.
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.
Attend training and become familiar with how the campaign works
Assist in training Key Workers
Explain CFC and answer questions
Organize rallies and other CFC events
Recruit Key Workers
Distribute campaign materials to Key Workers (i.e. books, pledge cards, report envelopes, incentive items, posters, etc.)
Collect and Report Envelopes.
Turn in pledge cards and report envelopes to the Division Coordinator or Loaned Executive

8. 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 over pledge cards and other paperwork to Agency Coordinator
Distribute incentive items to employees
Knowledgeable of the CFC process and be able to answer questions.
Personally contact each employee and make the one-on-one presentation within the first two weeks of the campaign.
Display CFC posters, brochures, and flyers in their agency’s
Assist employees when completing pledge cards by entering as much agency information as possible.

9. Pledge Card FIRST BOX – CIVILIAN/MILITARY, NAME & FEDERAL AGENCY CODE
Please use a Ball Point Pen & Write 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 correct?
Knowledgeable of the CFC process and be able to answer questions.
Personally contact each employee and make the one-on-one presentation within the first two weeks of the campaign.
Display CFC posters, brochures, and flyers in their agency’s
Assist employees when completing pledge cards by entering as much agency information as possible.

10. Pledge Card
SECOND BOX – CONTRIBUTION INFORMATION
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

11. Pledge Card
THIRD BOX – CHARITY CODE AND DONOR RECOGNITION
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 them 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.
FOURTH BOX – INFORMATION RELEASE
The release of your gift amount and name are optional, however if a donor wants to receive an acknowledgement letter and/or tax letter; you must provide your address.
Did information come through?
For payroll deduction, is the card signed and dated?
For payroll deduction, is SS Number provided?
For cash or checks, throw away payroll copy
Agency Coordinators turn payroll copies into their payroll office. Please do not turn into the CFC Office

12. Pledge Card 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. Postal employees should use the EIN number.
PINK COPY
This is the donor’s copy. Please have donor keep this for their records.
GREEN COPY
This is the weekly drawing copy. This has a perforation, tear off and turn in with pledge cards in Report Envelope. This will be put into the drawing bin.

13. Pledge Card
GOLD COPY
Return this page to the CFC Keyworker. This will be used to track your incentive item. Key Worker 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 checked the correct box to decline the gift
FINAL PLEDGE CARD CHECK LIST
Did information come through?
Information is legible
Is the card signed? Required for payroll deduction
SS Number is provided, required for payroll deduction. Postal employees must provide EIN number instead of SS number.
Division and/or Agency Coordinators turn in payroll copies to appropriate payroll office

14. Pledge Card Items included with the Report Envelope: White audit copy
Drawing (green) copy
All cash and checks
Confidential envelopes
The payroll office copy (yellow) should be given to the Agency Coordinator
Did the key worker keep the last page (gold copy)?
Did the donor keep their copy (pink)?

15. Q & A
Is at least one agency code listed? If not, money will be undesignated.
Do the individual gifts equal the total pledged?
Does the payroll deduction multiply correctly?
Is appropriate box for “DONOR RECOGNITION” checked?
Did the donor check a “Name Release Authorization” box? If the donor chooses to release their name or address, are the correct boxes completed.

16. Filling out Report Envelope and Compiling Pledge Cards for Report Envelope(s)

17. 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. Keyworkers will use a copy of the Report Envelope
Agency Coordinators will fill out the actual envelope and turn it in for auditing
Key Workers are provided photo copies of a report envelope which is a big cost savings
Agency Coordinators are provided the actual envelopes
The Report Envelope must be dated and complete
Enter the Key Worker’s name on the photocopy of Report Envelope

19. Key Workers are provided photo copies of a report envelope which is a big cost savings
Agency Coordinators are provided the actual envelopes
The Report Envelope must be dated and complete
Enter the Key Worker’s name on the photocopy of Report Envelope

20. Key Worker Envelope Ensure that copies are separated by category
(cash 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.

21. Preparing Pledge Cards
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
Separate CFC pledge cards by category (Military Payroll, Military Cash, Civilian Payroll, and Civilian Cash) and in denominational order - Be sure to include a separate listing for each category
Provide calculator tape listing donations for each category and in denominational order in denominational order
The amounts and totals must be reconciled

22. Envelope Review/Submission
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 “Combined Federal Campaign or CFC”
These items should be included with/in the Report Envelope
The pledge card payroll office copy should be given to the Agency Coordinator or designate individual(s), who will submit it to your payroll office

23. Preparation Cont’d
Once calculations are completed, separate as follows (by category):
Items included in the Report Envelope
Pledge card Drawing Copy (green)
Pledge card Audit Copy (white)
All cash and checks
Confidential envelopes
The pledge card, payroll office copy should be given to the agency coordinator, who will submit it to your payroll office.
Make sure checks are made payable to “Combined Federal Campaign or CFC”

24. 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(s), Coordinator (s) and/or Loaned Executives

25. Incentive Items Eagle Leadership Givers - $2,000+
Pewter or Bronze Eagle (Based on availability) or
Super Weekender Duffel Bag
Hero Giver - $1,001 - $1,999
“56 Auto Folding Golf Umbrella
Pacesetter Giver - $501 - $1,000
Messenger Bag
Patriot Giver - $150 - $500
Deluxe ID/Badge Holder
Pioneer Giver - $45 - $149
Bottle Opener/Flash Light Key Chain

26. Online Giving
A limited number of agencies have the capability to use employee express. For a list of those agencies check the website 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. NOTE: FOR EPA IS NOT A PARTICIPATING AGENCY IN MYPAY
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

27. Universal Giving
What is it? 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 everywhere accessible as well. Thus, donors who wish to stay involved with a favorite charity or charities elsewhere may do so through UG. How does Universal Giving work? 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 and link 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.
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

28. Universal Giving
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 and link 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.
Website Search
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

29. Online Giving – MyPay Highlights
The ‘Campaign Search’ screen will only be shown to active duty military personnel (Army, Navy, Air Force and Commission Corps. Personnel). This information is automatically provided for active duty Marines and Federal civilians.
Maximum donation amount for military personnel is $833/month.
Donors can designate to a maximum of 30 charities (29 if there are ‘undesignated’ funds remaining).
Please enter your agency number in the Command/Unit or Federal Agency/Office box so that pledges will be properly credited to your agency.
There is no paperwork associated with this pledge type. The donor can print a receipt for his/her records. The pledge goes straight to your payroll office.
If there is an error once you have completed your transaction in the MyPay system, the donor will need to contact their payroll office to make changes.

30. Online Giving - MyPay
The platform will be used across three payroll systems:
DCPS (Civilians) – 26 deductions
DJMS (Army, Navy, Air Force and Commission Corps) – 12 deductions
MCTFS (Marines) – 12 deductions
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

31. Online Giving - MyPay DOD MilPay Civ Pay Others (subject to change)
Veterans Affairs
Executive Office of the President
Department of Energy
Health and Human Services Broadcasting Board of Governors
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

32. Online Giving - MyPay
System is available September 1 – December 15
MyPay ePledge allows military and DOD personnel to establish a CFC allotment within the CFC open season. Log on at
Combined Federal Campaign option added to MyPay Main Menu
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

33. “Add New Contribution”
Online Giving - MyPay
Loaned Executives handle this reporting on a separate envelope for those agencies that participate
Donor selects
“Add New Contribution”

34. Online Giving - MyPay Key Training Point
The campaign code for the Atlanta-Athens Campaign is “0211”.
Active Army, Navy and Air Force must enter this code. All over federal agencies will not see this screen.
0211
Loaned Executives handle this reporting on a separate envelope for those agencies that participate
Key Training Point
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
All other donors’ campaign information will be automatically populated

35. Entering an invalid campaign code will result in an error message
Online Giving - MyPay
Loaned Executives handle this reporting on a separate envelope for those agencies that participate
Entering an invalid campaign code will result in an error message

36. Online Giving - MyPay
Loaned Executives handle this reporting on a separate envelope for those agencies that participate
Active duty Army, Navy, Air Force and Commission Corps personnel must “Confirm Campaign” prior to continuing
Other donors will not see this screen

37. Online Giving - MyPay
PLEASE ENTER THE PER PAY AMOUNT, NOT THE ANNUAL AMOUNT.
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
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

38. Online Giving - MyPay
Donors can search for charities in multiple ways.
The donor can specify the 5-digit Charity Code. Universal Giving codes will be integrated into the MyPay system
Loaned Executives handle this reporting on a separate envelope for those agencies that participate

39. Online Giving - MyPay
The donor can search for a specific charity by name.
NOTE: There is a 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.

40. The donor can search for a charity by service type
Online Giving - MyPay
The donor can search for a charity by service type

41. Online Giving - MyPay
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

42. Online Giving - MyPay
The donor can select charities or return to search for additional charities
Key Training Point
Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms

43. The donor enters the per pay period or per month donation amount
Online Giving - MyPay
The donor enters the per pay period or per month donation amount

44. Online Giving - MyPay Balance remaining is automatically calculated
Donor has the option to continue or add / delete charities

45. Online Giving - MyPay Pledge summary is displayed;
undesignated funds are automatically calculated and displayed
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 says “Command/Unit Name (Alphanumeric Field). Please enter you unit location or code provided by campaign worker”
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

46. Final review and opportunity for donor to confirm intent
Online Giving - MyPay
Final review and opportunity for donor to confirm intent

47. Online Giving - MyPay Please print this page for your records.
Key Training Point
No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping.
Please print this page for your records.

48. Donor receipt copy. Up to five charities are listed on Page 1
Online Giving - MyPay
Donor receipt copy. Up to five charities are listed on Page 1

49. Additional donation information
Online Giving - MyPay
Additional donation information

50. Q & A
Is at least one agency code listed? If not, money will be undesignated.
Do the individual gifts equal the total pledged?
Does the payroll deduction multiply correctly?
Is appropriate box for “DONOR RECOGNITION” checked?
Did the donor check a “Name Release Authorization” box? If the donor chooses to release their name or address, are the correct boxes completed.

51. Campaign Awards Outstanding Excellence 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 21, 2014.
Soaring To New Heights Award
A 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 21, 2014.
Outstanding Agency Coordinator/Volunteer Award
The 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.
No more than four (4) nominations per division.

52. Campaign Awards Leadership Award
Share The Care Award
An agency recognized for meeting or exceeding their monetary goal by November 21, 2014.
Leadership Award
An agency head that provides support to the overall success of the campaign through providing Loaned Executives, administrative support and/or resources.
CFC Chairperson’s Award
A Division, agency, or individual selected by the CFC Chairperson recognizing distinguished and exceptional performance or contribution to the overall success of the campaign.  

53. Key Dates/Points to Remember
Do not ask for donations or pledges before the Kick-Off date, September 1, 2014.
Make sure all givers get their incentive gifts
CFC books contain:
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
Beginning this year, donors will be allowed to donate to any approved charity regardless to its location. OPM will develop a searchable “Universal Giving List”. The list will only be online, at or

54. Dates to Remember August 14 – Bus Tour
August 19 – Key Worker Training (Carrie Steele Pitts)
August 20 – Division Coordinator Training (Christian City)
August 21 – Key Worker Training (Atlanta Food Bank)
August 26 – Key Worker Training (Sheltering Arms)
August 28 – Leadership Summit (St. Joseph Mercy Care)
September 9 – Key Worker Training - Athens
September 10 – Key Worker Training (Chattahoochee Nature Center)
September 13 – GA. State vs. Air Force Academy – Ga. Dome)
September 16 – CFC Kick Off/Health Fair
September 17 – CFC Open House at Ron Clark Academy
September 18 – CFC Kickoff - Athens
September 25 – Bus Tour
September 26 – Six Flags Corporate Event

55. Dates to Remember
October 1 – Key Worker Training (Richard B. Russell Bldg. Rm 78A)
October 8 – Bus Tour
October 15 – Key Worker Training (Sam Nunn – 2nd Floor)
October 16 – CFC Masquerade Jewelry Fundraiser
October 29 – CFC Awareness- Halloween Party - Athens
October 30 – Key Worker Appreciation (Location TBD)
December 15 – CFC Campaign Ends
December 18 – Victory Celebration (Location TBD)

56. Web Site Address www.cfcaaga.org
Participating charities will be online.
Key Worker Handbook
Photos and events
Incentive items and drawing prizes
Local website links to CFC National site.
All regulations and guidelines are available online.
Much more

57. Thank You!
Thank You!
Thank You!