combined federal campaign coordinator training
DESCRIPTION
Combined Federal Campaign Coordinator Training. Welcome & Introductions. Matthew Thias. Your Campaign Team. Jennifer Howard Senior Director Brendon Ofori Help Desk Kim Bailey Speakers & Fairs Coordinator Matthew Thias Fiscal Operations Officer Vicki Johnson Account Manager - PowerPoint PPT PresentationTRANSCRIPT
Combined Federal Campaign Coordinator Training
MATTHEW THIAS
Welcome & Introductions
Your Campaign Team
Jennifer Howard Senior Director
Brendon Ofori Help Desk
Kim Bailey Speakers & Fairs Coordinator
Matthew Thias Fiscal Operations Officer
Vicki Johnson Account Manager
Jackie McClain Loaned Executive (IRS)
Judith Bekisz Loaned Executive (IRS)
Charitable Organizations
The Donor
Campaign Coordinators/ Key
Workers
Loaned Executive (LE) (Federal Employee Volunteer)
Account Manager(Hired Seasonal Staff)
Office of Personnel Management (OPM)
Sets policies and procedures nationally
Local Federal Coordinating Committee
(LFCC)Local Board of Directors
Comprised of local federal agencies
PrincipleCombined Fund
Organization (PCFO)Provides both
Campaign and fiscalmanagement
Mr. Patrick MosesDepartment of Homeland Security – Federal Protective Service
2014 DFW Metroplex
CFC LFCC Chair
About DFW Metroplex CFC
Commonly Asked Questions
1. 1. Why not give directly to the charity?
2. 2. One buck isn’t going to change the world.
3. 3. I know of a local charity that would like to be included in the CFC charity list
4. 4. What if I don’t feel I can afford to give?
5. 5. I don’t like feeling pressured to give.
6. 6. How do I know that my pledge gets where I intended it to go?
CHECK TOTALSPLEDGE ONLINE
DOWNLOAD MATERIALS
Website
I MAKE IT POSSIBLE…
Video
JENNIFER HOWARD
Envelope Training & Accounting Practices
Pledge Card Training
Payroll Deduction
Payroll DeductionCalculation Errors
Example: $500.00 / 26 = $19.23 $19.23 * 26 = $499.98Double Check the Calculations!
Cash or Check
Payroll DeductionEnvelope
1. Fill out envelope completely Do not include cash/check pledges2. Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker Email of Keyworker Name of Coordinator Phone Number of Coordinator Email of Coordinator3. Audit Box Completed with CC and CFC
Staff Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff4. Seal and Initial Envelope Together5. Make a Photocopy of Envelope6. Audit Box Fiscal Manager Verify Total Number of Pledge Forms Verify Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director7. Process Deposit
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas TX 75201
Jane Doe
555-123-4567
555-123-5678
Jessica Smith
10 102600.00 2600.00
09/06/2014
09/04/2014
09/04/2014
09/06/2014
Jess SmithJen Howard
Jen Howard
M. Thias
Envelope Errors
1. Fill out envelope completely Do not include cash/check pledges2. Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker Email of Keyworker Name of Coordinator Phone Number of Coordinator Email of Coordinator3. Audit Box Completed with CC and CFC
Staff Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff4. Seal and Initial Envelope Together5. Make a Photocopy of Envelope6. Envelope Correction Total Number of Pledge Forms Total $ Amount of Pledges Signature of Fiscal Manager and Sr. Director Notes of Changes Made Initials of Fiscal manager Initials of Senior Director7. Photocopy Corrected Envelope Email Corrected Envelope to CC8. Process Deposit
Federal Deposit Insurance Corporation – Dallas Region
1601 Bryan St.
Dallas TX 75201
Jane Doe
555-123-4567
555-123-5678
Jessica Smith
10 112600.00 3000.00
09/06/2014
09/04/2014
09/04/2014
09/06/2014
Jess SmithJen Howard
Jen Howard
M. ThiasMT
JH
Federal Deposit Insurance Corporation – Dallas Region1601 Bryan St.
Dallas TX 75201
Jane Doe
[email protected] Smith
Jess SmithJen Howard
09/04/2014
09/04/2014 09/06/2014
09/06/2014M. Thias
Jen Howard
10
10
10
10
20 20
100.00 100.00
100.00 100.00
200.00 200.00
Cash/Check Envelopes
1. Fill out envelope completely Do not include any payroll pledges2. Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker Email of Keyworker Name of Coordinator Phone Number of Coordinator Email of Coordinator3. Do Not Separate Cash/Check from
Pledge cards4. Audit Box Completed with CC and CFC
Staff Total Number of Check Pledge Forms Total $ Amount of Pledges Total Number of Cash Pledge Forms Total $ Amount of Pledges Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff5. Seal and Initial Envelope Together6. Make a Photocopy of Envelope7. Audit Box Fiscal Manager Total Number of Check Pledge Forms Total $ Amount of Check Pledges Total Number of Cash Pledges Total $ Amount of Cash Pledges Total Number of Pledge Forms Total $ Amount of Pledge Forms Signature of CC and CFC Staff8. Process Deposit
“FUN”draising 101
Types• Jeans Day• Taco Bar• Silent Auctions• Golf
Tournaments• Get Creative
Things to know…• Funding
sources• In kind
donations• Tax Receipts• Food Directive• Ethics Offices
Fundraiser/Special Event
Fundraiser, Jeans Day
1601 Bryan St. Dallas, TX 75202
1. Fundraiser, Name of the Event
2. Agency/ Location3. Address4. Work Phone Number
5. Cash / Check Amount6. Make All Check Payable to
Combined Federal Campaign
7. Identify Cash / Check Multiple
8. Date of Contribution9. Charity Code10. Annual Amount11. SSN and Signature Box –
LEAVE BLANK
multiple $1150.00
$1150.00
FDIC – Dallas Region
9 9 9 9 9
Federal Deposit Insurance Corporation – Dallas Region1601 Bryan St.
Dallas TX 75201
Jane Doe
Jessica [email protected]
Jess SmithJen Howard
09/04/2014
09/04/2014 09/06/14
09/06/14M. Thias
Jen Howard
10 10
1010
20 20
100.00 100.00
100.00 100.00
200.00 200.00
Cash/Check Envelopes
1. Fill out envelope completely Do not include any payroll pledges2. Federal Agency Info Box Agency Name/Location Complete Address County, State, Zip Code Name of Keyworker (if applicable) Phone Number of Keyworker Email of Keyworker Name of Coordinator Phone Number of Coordinator Email of Coordinator3. Do Not Separate Cash/Check from
Pledge cards4. Name of Fundraiser / Special Event5. Audit Box Completed with CC and CFC
Staff Total Number of Check Pledge Forms Total $ Amount of Pledges Total Number of Cash Pledge Forms Total $ Amount of Pledges Total Number of Pledge Forms Total $ Amount of Pledges Signature and Date of CC and CFC Staff6. Seal and Initial Envelope Together7. Make a Photocopy of Envelope8. Audit Box Fiscal Manager Total Number of Check Pledge Forms Total $ Amount of Check Pledges Total Number of Cash Pledges Total $ Amount of Cash Pledges Total Number of Pledge Forms Total $ Amount of Pledge Forms Signature of CC and CFC Staff8. Process Deposit
Accounting Best Practices
• Schedule “time” for your pick – ups
• Keep copies of 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, number each pledge form.
Break
Donor Incentive Order Form
Every Donor GiftCFC Lapel Pin
Philanthropist AwardChallenge Coin$650-$4,999($25 per pay period)
EagleAward$5,000 & Above($200 per pay period)
KIM BAILEY
Speakers & Fairs
Speaker
Request
Form
Charity FairReque
st Form
CharityEvent
Acceptance
Form
Confirmation
9 Steps to a Successful Campaign
Coordinator Responsibilities andFiscal Management Contract
Number one reason people don’t give?
DON’T FORGET TO:
MEET YOUR LOANED EXECUTIVES / ACCOUNT
MANAGER
GATHER YOUR MATERIALS
Thank you!!!