Greater Olympic Peninsula

www.gopcfc.org

CFC HISTORY

Executive Order in 1961 OPM provides oversight - www.opm.gov/cfc In 2005 our campaign raised more than $2M

for the first time - $2,189,787 Our campaign covers Mason, Kitsap, Jefferson

& Clallam counties

We are among the top 25 CFC’s nationwide and because of our successful 2 year pilot of “Universal Giving”, now available world-wide!!!

Goals

100% Contact Greater Olympic Peninsula Goal $2M Keyport Local Goal – exceed last

year’s $155K Others - Suggest 1Hr. Avg. Pay x #

Employees

CFC Info

Campaign Dates – On-line open September 1st – December 15th

GOP CFC solicitation – September 22nd – November 21st

Make information available as much as possible – websites, FB, intranet, e mail – you cannot provide too much information

Chairperson

Influence the success of the campaign

Coordinate the program in your shop/code/department/division

The direct link for the Key person(s)

Responsible for having the requisite knowledge to answer keyworkers questions

Keyperson

Most important link to reach 100% of employees!!!

ESSENTIAL for a good campaign Provide 100% Contact to Employees

One-on-one – a must whenever possible Small Group Presentation (< 20 employees) Materials provided – brochure, donor slip,

pen, website address Important Tools to use:

Action Checklist – copy in handbook Contact Check Sheet

Advertising – Display posters

REMINDERS – The Don’ts

You may NOT set a personal dollar goal.

You may NOT set a 100% participation goal.

Supervisor may NOT solicit employees.

Do NOT display or use lists of donors or non- donors.

NO promoting one agency over another – Let the contributor choose the agency that will receive his or her gift.

What About Coercion?

DON’T DO IT! It is not coercion when you ask

people to participate and then give them a chance to think about it. Do not say you expect 100% participation.

True voluntary giving is fundamental to CFC.

Coercion is ABSOLUTELY forbidden.

Keys to Success!

Emphasize purpose of CFC

Advertise Benefits of giving THRU CFC

Address “Concerns” of the Individual

Provide Convenient Opportunity to Give

Publicize, Publicize, Publicize!!! Emphasize use of On-Line option to

benefit campaign – http://www.gopcfc.org or MyPay

Designation/Confidential Donations

Designated donation goes to agency you choose

Undesignated donations - distributed to agencies in proportion to their total designated gifts

Confidential Donations: An option for ALL donors – Pledge card should be placed in a sealed envelope and be sure to check the box on front of the Report & Contribution Packet.

Universal Giving – Its Official

What is it? UG permits donors to pledge to any participating CFC charity no matter where the donors or the charity is geographically located.

How does Universal Giving work? UG charities only listed on-line, not in the paper charity list. If you wish to donate to a local charity elsewhere, log in to our on-line giving tool at www.gopcfc.org to search for the charity you want to support. Enter the charity’s 5-digit charity code either on your paper pledge form or in the on-line donation tool, complete the form and submit! It’s that easy!

Universal Giving Donation

Agencies only listed via on-line search tool

Multiple Search Options

Taxonomy, National, International, Zip Code, etc

Icon represents affiliation (L, N, I, UG)

Pledging exactly the same – paper/on-line

On-line more efficient, more accurate

WHY IS UG IMPORTANT? Able to support agencies ANYWHERE in the world! Donations can support local agencies when

deployed/stationed away from home Increased donation options – ALL approved agencies from

ANY CFC eligible for designation

Through Universal Giving, any donor in any campaign can donate to ANY approved CFC agency worldwide!

Why On-Line? Convenience: pledging online allows you to complete your pledge

from the privacy of your computer. Searching: finding charities of interest is easy through the

interactive search tool. Search, sort, and filter charities to find the ones that deserve your dollars. You can even research through charity websites while you are creating your pledge.

Math is done for you: enter the amount per pay period and decide how much of your total annual donation goes to each charity.

Accessibility: log in to your CFC Nexus account at any time to view, print, or email pledges you have made in the past. This is convenient for the tax season.

Replication: as a returning donor you may simply replicate your previous year’s pledge.

It’s green: pledging online means fewer pledge cards and charity catalogs need to be printed.

Efficiency: because your online pledge card is fully legible, with perfect math, and designated to the charities you decide, the CFC and payroll centers time for each pledge is greatly reduced.

Reporting: you can check the reports page to see how your Federal agency compares to others and contributes to the overall campaign.

Campaign Brochures Local, National, and International

agencies listed – UG available on-line To donate to a agency they must be

approved

Make brochures available to every potential donor along with their pledge card.

Searchable version also available at http://www.gopcfc.org

Brochure Help and Information

CFC Q & A

Pledge Card

Giving Guidelines

Alphabetic Index

Supplies

CFC Handbook (yellow) Posters Thermometer Goal Poster CFC Brochure CFC Keyperson Report & Contribution

Packet Pledge Card Keyport NWA - 300000073430/0010

CFC Pledge Form

Copy 1 (white) Payroll Copy 2 (yellow) PCFO Copy 3 (pink) Contributor

CFC Pledge Form

CFC Nexus On-Line Donations

Link through website Payroll – automatic processing for civilians

Military – print and submit to PSD

SSN is not retained in either method

Universal Giving agencies

MyPay

MyPay (cont’d)

Donor selects “Add New Contribution”

MyPay (cont’d)

Key Training Point 1. The screen will ONLY be shown to active duty Army, Navy, and Air Force

Personnel . Those donors must be provided their 4-digit Campaign Code2. All other donors’ campaign information will be automatically populated3. Invalid code will result in error message

MyPay (cont’d)

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

MyPay (cont’d)

Donors can search for charities in

multiple ways.

The donor can specify the 5-digit Charity

Code.

MyPay (cont’d)

The donor can search for a

specific charity by

name.

MyPay (cont’d)

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

MyPay (cont’d)

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

MyPay (cont’d)

The donor enters the per pay period

or per month donation amount

MyPay (cont’d)

Balance remaining is automatically

calculated

Donor has the option to continue or add /

delete charities

MyPay (cont’d)

Pledge summary is displayed;undesignated

funds are automatically calculated and

displayedKey Training Point For an

organization’s pledges to be

properly credited the donor MUST

enter the Command/Unit or

Federal Agency/Office

MyPay (cont’d)

Final review and opportunity for

donor to confirm intent

MyPay (cont’d)

Key Training Point No forms will be

submitted to Keyworker. Donor can view print PDF

pledge form for recordkeeping.

MyPay (cont’d)

Donor receipt copy. Up to five charities are listed on Page 1

The ‘Campaign Search’ screen will only be shown to active duty Army, Navy, and Air Force 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). Donors must be trained to enter their Command/Unit or Federal

Agency/Office name code for pledges to be properly credited. There is no paperwork associated with this pledge type. The donor can

print a receipt for his/her records.

MyPay (cont’d)

DoD Mil Pay Civ Pay

Veterans Administration Executive Office of the President Environmental Protection Agency Department of Energy Health and Human Services (2013 only) Broadcasting Board of Governors

MyPay – DFAS Customers

Sample Turn-In Schedule

Keypersons should turn in contributions NLT Wednesday to their Chairperson or Coordinator (or more often if convenient)

Chairperson should turn in contributions NLT Thursday a.m. and/or no later than Thursday p.m. to the CFC Coordinator

On-Line processed through out campaign by PCFO

Local Events

Notify Coordinator & Chairperson

Include POC phone, email, event date, time and place of scheduled fundraisers

This will prevent any problems that may occur with duplicate events being planned in the same space

If you are conducting an event that involves serving food, you need to obtain a Food

Handlers Permit.

We also have leftovers from this summers BBQs – please ask.

Please go to the following website:www.kitsapcountyhealth.com

or call 360-337-5235.