Coordinator &
Keyworker Training
-Fort Campbell-
2015 Indiana, Kentucky & Southwestern Ohio
Combined Federal Campaign
Contents
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4
14
16
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What’s New This Year
General Campaign & Contact Information
Giving Options & Instructions
Coordinator/Keyworker Key Responsibilities
Progress Report Dates
Frequently Asked Questions
Questions & Thank You!
What’s New This Year
We’re growing! In May, the Fort
Campbell Area & Western Kentucky
CFC merged with the Greater Indiana
CFC and Ohio River Valley CFC growing
to 192 counties throughout Indiana,
Kentucky and Ohio. We now operate
under the Indiana, Kentucky, and
Southwestern Ohio CFC.
How does this effect you?
From an Keyworker (CFC Rep) stand
point you will continue to run your
campaigns like you have in past years.
No major changes impact the donor.
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2015 Campaign Contact Information
Campaign Director Valerie Crocker
Campaign Coordinator SFC Julio Mella
CFC Office
Telephone:
Fax:
E-mail:
270-697-4395
270-697-4395
valerie.s.crocker.ctr@mail.mil
julio.m.mella.mil@mail.mil
Location of Office
7103-A Hedgerow Court
 Near the Airfield & Gate 7
 Corner of Wickham Ave & Glider Rd
 Down Glider Rd towards Gate 7
 Left on Hedgerow Court
 Operation Homefront, AUSA &
Web Page (NEW) www.givecfc.org – you will be
American Red Cross at same location
redirected from www.ftcampbellareacfc.org website
What Is The CFC?
What is the Combined Federal Campaign (CFC)?
Once-a-year, in-the-workplace charitable drive
exclusively for Federal employees: Military,
Civilian & U.S. Postal Service
Created in 1961 by Executive Order of President
John F. Kennedy.
Campaign period: 1 September – 15 December
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Campaign Material
Donor Brochure…….……..…1 for every 3 individuals
Charitable organization listing & General campaign information & options
Pledge Card….…………..…..………...…..For every individual - 1 each
Payroll Office Copy (Copy # 1)
Central Receipt Point Copy (Copy # 2)
Contributor’s Copy (Copy # 3)
Tally Envelope…….……...For Key Workers - 1 per 30 pledge forms
Personnel contact tracking and accounting
Giving Options & Instructions
2015 Giving Options
Online Giving
myPay -
Recurring payroll allotment
CFC Nexus - Recurring payroll allotment
One-time credit card (NEW) donation
Recurring credit card donation
Pledge Forms
Paper Pledge -Recurring payroll allotment,
One-time cash or check donation
UNIVERSAL GIVING - Search online at
www.givecfc.org
Universal giving permits donors to pledge to any
participating CFC charity no matter where the
donor or charity is geographically located. This year,
donors will be able to select from over 28,000 local
charities from areas outside of our campaign. These
additional charities are members of all the CFC
campaigns across the country.
Important Note: Search options allow you to view
ALL the Universal giving (UG) charities (this is the
default) or hide the UG charities in searches and
lists. In addition, the ability to sort the list by
distance from zip code is available. Charities that
did not submit zip codes will not appear in the zip
code distance search results.
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Online Giving Options - myPay
Benefits of giving online through myPay e-pledge (payroll deduction only)
- Confidential and Secure: myPay have secure links directly to your payroll providers. No SSN information
is passed to a campaign or mailed to another office for input.
- Accurate: All pledges are received electronically by the payroll office and no math calculations to correct
or printing to decipher.
- Searchable: Query the charity database to search for and select charities from your local campaign area
and the National-International list.
- Printable: Employees may print a copy of the pledge form for their own records.
- Fast: Information is processed immediately, in real-time, to the CFC reports site and to the payroll
providers daily. Local Campaigns retrieve reports and distribute them as needed to agencies in their
campaigns.
- Available: myPay are open 24 hours a day, 7 days a week beginning on campaign kick-off to December
15th via the Internet.
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Online Giving Options -
CFC Nexus – all Federal employees may pledge through CFC Nexus
Benefits of giving through CFC Nexus
• Payroll deduction
• One-time credit/debit card donation
• Recurring credit card donation (NEW)
•
•
•
•
The more federal employees pledge online, the less printed materials the CFC needs to
produce in the future. Printing costs represent a significant portion of the CFC budget.
When federal employees complete a paper pledge card, the CFC incurs fees to enter that
pledge data into the donor database. Giving online eliminates those processing fees.
Online giving eliminates errors on pledge cards. When errors are made on paper pledge
cards, it increases the cost to process that pledge.
It allows the donor’s personal information to be more secure and remain confidential.
Fewer people (on average) should know that you pledged and the details of your pledge
when completed online versus on paper pledge cards.
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Online Giving through CFC Nexus
All federal employees may make a payroll deduction or credit card contribution online in
2015. Payroll and Credit Card contributions will both be made through CFC Nexus, with the
steps to pledge very similar to each other. Giving is made easy—let us show you.
There are two basic steps in completing your pledge online.
1. First you have to register—or login if you’ve pledged online before.
2. The second step is to actually make your pledge—in three easy steps.
CFC Nexus offers “Help & Training” (under the main menu) to show you how to register and
pledge for those who are unfamiliar with the system. Let’s walk through both steps right now.
START by going to www.givecfc.org and click the ‘Pledge Now Online’ button, it will take you
directly to CFC Nexus.
Then, follow, the steps on the next slide.
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Online Giving Through CFC Nexus
1. Either Login or click
“Sign me up as a new donor”
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2. Find your agency
Online Giving Through CFC Nexus
3. Complete your information.
Even if you have pledged before it
will ask you to update this
information before moving on to
make your pledge
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Making Your Pledge
Select Your Pledge Type
Payroll Pledge
1.Select Military or Civilian
2.Enter your amount per pay
period you would like to donate.
It will automatically calculate
your total gift.
3.Authorize your payroll deduction
to be taken out by your payroll
office for calendar year 2016
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4. Enter your Social Security Number (only needed for payroll deduction)
5. Enter your phone number
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6. Release Information if you wish to be thanked by your designated charities.
You may choose to remain anonymous.
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7. Search for your favorite charities
8. Allocate your funds
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Charity Search and Universal Giving
Options: Local Charities National Charities International Charities
A “Universal Charity” is denoted by an ORANGE UG symbol
Turn off UG Search if you only want local charities in our
local campaign boundaries
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Charity Search and Universal Giving
Options: Local Charities National Charities International Charities
Local Charities within our local campaign boundaries are denoted by a GREEN Heart symbol
UG is turned off!
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9. Complete the Questionnaire (optional)
10. Authorize your pledge with your
signature
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For a Credit Card Donation (one
time) (choose your card type).
1. Enter your card number.
2. Enter the expiration date.
3. Enter your credit card
verification number.
4. Enter the cardholder name.
5. Enter the cardholder’s address in
the respective fields.
6. Enter the cardholder’s best
contact phone number.
7. Enter your total one time pledge
amount.
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For a Credit Card Pledge (recurring) select the
monthly period.
The first transactions will be placed today and
every month on or near today’s day of the month.
1.
2.
3.
4.
5.
6.
7.
Enter the amount per month.
Choose your card type.
Enter your card number.
Enter the expiration date.
Enter your credit card verification number.
Enter the cardholder name.
Enter the cardholder’s address in the
respective fields.
8. Enter the cardholder’s best contact phone
number.
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Pledging through myPay
As a coordinator you will not
have immediate access to
these pledges. The CFC
Director will process these
pledges once a week and enter
them into CFC Nexus in order
for you to keep track of your
agency’s progress.
myPay – Agency ID
EXTREMELY important
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Paper Pledge Forms
1. Personal Information
2. Payroll Giving
3. Cash & Check Giving
4. Designation Options
5. Recognition Options
6. Copy of Pledge Card
It is important that Federal employees complete a new pledge card for each campaign. By signing the pledge card,
the contributor is only authorizing their payroll department to make deductions from his or her paycheck for one year.
If the contributor wants to continue designating his or her gift to a particular charitable organization(s), he or she
must fill out a new pledge card each year.
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Pledge Card Accuracy - Reasons why a pledge card may not be processed:
· Incomplete charity codes—make sure donors use current codes obtained from the 2015
brochures or website
· Payroll Pledge
- Missing Social Security Number
- Not signed in lower right-hand corner
- Not a 2.00 Minimum allotment (1.00 for Civilian Payroll)
· Cash pledge—If the cash or check does not accompany the pledge
· The total gift amount and the total designations amount do not match
Please ensure that the total gift amount is computed and stated accurately.
Please make sure the total gift amount divides evenly by the number of pay periods
(26 for civilians and 12 for military). Total gift amounts must be divisible by 26 or 12.
Coordinator Key Responsibilites
Role of Coordinators and Keyworkers
The most important responsibility of each
Coordinator or Keyworker is to make sure that
EVERY employee is personally asked to participate
in the CFC – to give through the CFC to the charity(s)
of his/her choice.
Education and personal touch are the key to a successful campaign!
Paper Pledge Forms
Top Copy (White) – Payroll Copy
· Turn Payroll Copy into CFC Office. CFC office will turn into Finance office at the end of
campaign.
Middle Copy (Yellow) - To Central Receipt Point Of CFC Headquarters
· Must be enclosed in your report envelope with Top Copy
· The Coordinator must submit the audit copies to CFC Headquarters, whether the gift is by
payroll deduction, cash, or check. This is the audit trial copy that identifies designations,
allows release of donor names and addresses to agencies, and accounts for activity
attainment.
· All report envelopes are turned into the CFC Rep
Bottom Copy (Pink) - Contributor Copy
· All contributions to the Combined Federal Campaign are tax deductible. The contributor
should retain the contributor’s copy for his or her own tax records. Do not turn Pink Copy
into CFC office
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Report Envelope
1. Your Name
2. Company, Unit AND Major Unit
3. All names listed (if you have 30
pledge cards, 30 names should
be listed
4. Payroll Amounts should be the
total amount for the Year NOT
monthly amount
5. # of Pledges Don’t forget to
check for accuracy!!!!!!!!!
6. Total $$$ Amount
7. Check box if they qualify for a
Leadership Award
8. Report Envelope is on website
to download and print – Excel
Form
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Key Planning Factors
 Start campaign as soon as possible
 Conduct campaign select a six week period
 Training Activities conduct campaign: 1 Sep –15
Dec
 Organize to Hand deliver to every member a
Brochure and Pledge Card
 Follow up contact with all individuals who were
not contacted initially
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Progress Reporting Dates
18, 25 SEP
2, 9, 16, 23, 30 OCT
6, 13, 20, NOV
4, 11, 18 DEC
Recognition Awards
Gold Award ………..80% participation
with a per-capita gift of $60.00
Silver Award ……… 70% participation
with a per-capita gift of $36.00
Bronze Award …….60% participation
with a per-capita gift of $24.00
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Frequently Asked Questions!
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I do not want certain organizations to receive any of my
contribution.
How do I make sure this happens?
Designate your contribution. This ensures that only
the agency selected will receive a donation.
There is no “discretionary money” to be given to any
agency. Undesignated funds are distributed among
agencies proportional to the amount that was
designated to them.
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How can I be sure my contribution
will get to the agency I designated?
Check
the “Please release my name...” box on
the pledge card and the agency should send you
a thank you notice.
OPM
Regulations require a Financial Audit by a
CPA firm to ensure all financial transactions are
completed, accurate and balance to the penny.
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Questions & Thank You!