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

Jane.doe@fdic.gov

Jessica Smith

Jessica.smith@fdic.gov

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

Jane.doe@fdic.gov

Jessica Smith

Jessica.smith@fdic.gov

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

Jane.doe@fdic.gov555-123-4567Jessica Smith

Jessica.smith@fdic.gov555-123-5678

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

Jane.doe@fdic.gov555-123-4567

Jessica SmithJessica.smith@fdic.gov555-123-5678

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!!!