Headquarters Air Combat Command
325 FW
CFC Key Worker Training
This Briefing is:
UNCLASSIFIED
Headquarters Air Combat Command
325th Fighter Wing
Office of the
Staff Judge Advocate
Capt Katherine Metkus
325 FW/JA
22/24 Sep 14
This Briefing is:
UNCLASSIFIED
Overview
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•
•
•
•
Authorities
Official vs. Unofficial Fundraising
Fundraising on Tyndall
Limitations
Bottom Line
Fundraising in the Air Force
• Authority:
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•
•
•
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Executive Orders
Dept of Defense Instructions and Directives
Code of Federal Regulations (CFR)
Joint Ethics Regulation (JER)
The Judge Advocate General Opinions & Letters (TJAG)
Air Force Instructions (AFI)
• AFI 36-3101
• AFI 34-223
Fundraising in the Air Force
• Official Fundraising:
• Combined Federal Campaign (CFC)
• Air Force Assistance Fund (AFAF)
• Other Fundraisers
• Unofficial
Fundraising on TAFB
• How to start the process:
• Force Support Squadron
• POC: Cindy Hobbs
• Approval authority:
• MSG Commander
• Delegated by the 325 FW/CC
• Other steps along the way:
• Legal office, FSS, others…
This is the process regardless of whether it is official
fundraising for the CFC or unofficial fundraising.
Table 1, AFI 36-3101
(Page 14)
What you
want to
do:
Approval
authority:
Use of
TAFB or AF
resources:
Official
Endorsem’t:
Authorized
during CFC
or AFAF:
Approval
authority
MAY:
Solicit for
the CFC at
the
workplace
OPM
Authorized
Authorized
Not
Applicable
Allows
additional
fundraising
special
events at or
away from
workplace
IF proceeds
go to the
CFC
Limitations
• Campaign Goals:
• May create dollar goals for installations and units
• May not create individual dollar goals, individual quotas
• May not show preferential treatment to any specific
charity
• Fundraising events may not have “designated” CFC
beneficiaries
• Each donor must be allowed to make their own
decision about how to designate their donation
• Voluntariness is KEY
• No Running Lists
Limitations
• Non-DoD Personnel (contractors) MAY NOT be solicited
to give to CFC
• Non-Governmental personnel who work on Federal premises
(contractors, credit union) may make voluntary unsolicited
contributions
• Supervisors may support and promote CFC, but may not
solicit subordinates or coerce giving
• May authorize limited use of resources, including APF, in
support
Bottom Line
• DoD Personnel should be mindful NOT to:
• Show preferential treatment to any CFC
charities;
• Misuse Government resources in support of
CFC;
• Solicit or coerce subordinates or non-Federal
entities for contributions; and
• Solicit for contributions from DoD contractors
or other non-DoD sources
Summary
•
•
•
•
•
Authorities
Official vs. Unofficial
Fundraising on Tyndall
Limitations
Bottom Line
Questions/Comments
12
About CFC
• 53 years of commitment
• Instituted by John F. Kennedy in order to coordinate
fundraising efforts so the federal donor would only be
solicited on an annual basis and offered the opportunity
to give by payroll deduction.
• Educate Yourself before you solicit funds!
• Read the Preface/Introduction section of CFC brochure
Charity Brochure
• Pledge Card Information
• Local Federal Coordinating Committee
• Appreciation Gifts
• Gifts must be selected by donor on-line at
www.NorthwestFloridaCFC.org
• Introduction Information
• Local/ National/International Listings
Charity Listings
• Federation vs. Charity listings
• Some charities listed as local and national
• AFR %
• Matching Funds
• Do your research!
Distribution and Turn In
• Process to track contact
• Create a spreadsheet or checklist to track the federal employees
in which you are responsible for distributing materials
• Keep track of the employee name, phone number, date contact
was made, and notate if you are finished soliciting that employee
• Do not list the amount each donor gave
• Do not track if the employee turned in a pledge card
• Pledge Card Turn In
• Use Weekly Progress Report envelopes
• Weekly turn in- Thursdays 1300-1500
• Bldg 909 (Readiness & Emergency Management):
• MSgt Francine Vincent
• Bldg 214 (Fire Dept Station #1- flight line side):
• SSgt Brittney Mendiola
Key Worker Materials On-Line
• Website- www.NorthwestFloridaCFC.org
• CFC Video
• Use this website to find a digital copy of the all local CFC
documents such as:
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•
•
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Charity brochure
Pledge card
Weekly Progress Report Sheets
Key Worker Training Slides
• Look under the Campaign Team tab to the Key Workers section
for these documents
•
Donors• Donors may look under the Donors tab for a digital copy of the 2013 Charity
List Brochure
• Appreciation Gift registration may be found under the Donors
tab, to the Donor Recognition section
Happy Giving
• Giving is a personal choice
• No coercion
• Give with a happy heart for the RIGHT reason
• Charities are in more need now than ever
• Almost everyone we know has been touched in some way by
some sort of charitable contribution
Personalize the “Ask”
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Contact Information
• 1st Lt Michael Patricola
• (850)283-2683
• michael.patricola.1@us.af.mil
• MSgt Francine Vincent
• (850)283-2010
• francine.vincent.@us.af.mil
• Tiffani Hinds (or Bryan Taylor)
• PCFO United Way of Northwest Florida
• (850)785-7521
• CFC@unitedwaynwfl.org
Questions?
Tyndall AFB Campaign
Northwest Florida Region: Bay, Calhoun, Gulf, Holmes,
Jackson and Washington Counties
1 SEP
NOV
OCT
CFC Window
15 OCT
22 NOV
TAFB - 6 Weeks
Goal: 100% Contact Rate
15 DEC
Campaign Events
• Charity Fair/Kick-off Luncheon: 14 Oct 14, 1100-1300 at
Horizons
• Tyndall 5K: TBD
• Bowling Tournament: Friday, 31 Oct 14
• Cross-Fit Competetion: Friday, 7 Nov 14
• End of Campaign: Friday, 21 Nov 14
• If you are interested in coordinating or working any of
these events, please let us know!
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Other Information
• CFC Participation Rate will be tracked by at Tyndall AFB
main gate.
• Forms and Funds will be collected every Thursday from
1300 - 1500 hrs
• Bldg 909 (Readiness & Emergency Management):
• MSgt Francine Vincent
• Bldg 214 (Fire Dept Station #1- flight line side):
• SSgt Brittney Mendiola
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Questions/Comments