Combined Federal Campaign Coordinator Training

1. Combined Federal Campaign Coordinator Training

2. Welcome & Introductions Matthew Thias

3. Your Campaign Team Jennifer HowardSenior Director Brendon OforiHelp 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)

4. Office of Personnel Management (OPM) Sets policies and procedures nationally Local Federal Coordinating Committee (LFCC) Local Board of Directors Comprised of local federal agencies Charitable Organizations The Donor Principle Combined Fund Organization (PCFO) Provides both Campaign and fiscal management Loaned Executive (LE) (Federal Employee Volunteer) Account Manager (Hired Seasonal Staff) Campaign Coordinators/ Key Workers

5. Mr. Patrick Moses Department of Homeland Security – Federal Protective Service 2014 DFW Metroplex CFC LFCC Chair

6. About DFW Metroplex CFC

7. Commonly Asked Questions 1. Why not give directly to the charity? 2. One buck isn’t going to change the world. 3. I know of a local charity that would like to be included in the CFC charity list 4. What if I don’t feel I can afford to give? 5. I don’t like feeling pressured to give. 6. How do I know that my pledge gets where I intended it to go?

8. Website Check Totals Pledge Online Download materials

9. Video I make it possible…

10. Envelope Training & Accounting Practices Jennifer Howard

11. Pledge Card Training

12. Payroll Deduction

13. Payroll DeductionCalculation Errors Example: $500.00 / 26 = $19.23 $19.23 * 26 = $499.98 Double Check the Calculations!

14. Cash or Check

15. Payroll Deduction • Envelope • Fill out envelope completely • Do not include cash/check pledges • 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 Coordinator • Audit Box Completed with CC and CFC Staff • Total Number of Pledge Forms • Total $ Amount of Pledges • Signature and Date of CC and CFC Staff • Seal and Initial Envelope Together • Make a Photocopy of Envelope • Audit Box Fiscal Manager • Verify Total Number of Pledge Forms • Verify Total $ Amount of Pledges • Signature of Fiscal Manager and Sr. Director • Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. 75201 Dallas TX Jane Doe 555-123-4567 Jane.doe@fdic.gov Jessica Smith 555-123-5678 Jessica.smith@fdic.gov 10 10 2600.00 2600.00 Jess Smith M. Thias 09/04/2014 09/06/2014 Jen Howard Jen Howard 09/04/2014 09/06/2014

16. Envelope Errors • Fill out envelope completely • Do not include cash/check pledges • 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 Coordinator • Audit Box Completed with CC and CFC Staff • Total Number of Pledge Forms • Total $ Amount of Pledges • Signature and Date of CC and CFC Staff • Seal and Initial Envelope Together • Make a Photocopy of Envelope • 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 Director • Photocopy Corrected Envelope • Email Corrected Envelope to CC • 8. Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. 75201 Dallas TX Jane Doe 555-123-4567 Jane.doe@fdic.gov Jessica Smith 555-123-5678 Jessica.smith@fdic.gov 10 11 2600.00 3000.00 MT Jess Smith M. Thias 09/04/2014 09/06/2014 JH Jen Howard Jen Howard 09/04/2014 09/06/2014

17. Cash/Check Envelopes • Fill out envelope completely • Do not include any payroll pledges • 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 Coordinator • Do Not Separate Cash/Check from Pledge cards • 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 Staff • Seal and Initial Envelope Together • Make a Photocopy of Envelope • 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 Staff • 8. Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. Dallas TX 75201 Jane Doe Jane.doe@fdic.gov 555-123-4567 Jessica Smith 555-123-5678 Jessica.smith@fdic.gov 10 100.00 10 100.00 10 10 100.00 100.00 20 200.00 20 200.00 Jess Smith M. Thias 09/04/2014 09/06/2014 Jen Howard Jen Howard 09/04/2014 09/06/2014

18. “FUN”draising101 • 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

19. Fundraiser/Special Event FDIC – Dallas Region Fundraiser, Jeans Day 1601 Bryan St. Dallas, TX 75202 9 9 9 9 9 $1150.00 multiple $1150.00 Fundraiser, Name of the Event Agency/ Location Address Work Phone Number 5. Cash / Check Amount Make All Check Payable to Combined Federal Campaign Identify Cash / Check Multiple Date of Contribution Charity Code Annual Amount SSN and Signature Box – LEAVE BLANK

20. Cash/Check Envelopes • Fill out envelope completely • Do not include any payroll pledges • 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 Coordinator • Do Not Separate Cash/Check from Pledge cards • Name of Fundraiser / Special Event • 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 Staff • Seal and Initial Envelope Together • Make a Photocopy of Envelope • 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 Staff • 8. Process Deposit Federal Deposit Insurance Corporation – Dallas Region 1601 Bryan St. 75201 Dallas TX Jane Doe 555-123-4567 Jane.doe@fdic.gov Jessica Smith 555-123-5678 Jessica.smith@fdic.gov 10 100.00 10 100.00 10 10 100.00 100.00 20 200.00 200.00 20 Jess Smith M. Thias 09/04/2014 09/06/14 Jen Howard Jen Howard 09/06/14 09/04/2014

21. Accounting Best Practices • 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. • 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

22. Break

23. Donor Incentive Order Form

24. Every Donor Gift CFC Lapel Pin

25. Philanthropist Award Challenge Coin $650-$4,999 ($25 per pay period)

26. Eagle Award $5,000 & Above ($200 per pay period)

27. Speakers & Fairs Kim Bailey

28. Speaker Request Form

29. Charity Fair Request Form

30. Charity Event Acceptance Form

31. Confirmation

32. 9 Steps to a Successful Campaign

33. Coordinator Responsibilities andFiscal Management Contract

34. Number one reason people don’t give?

35. Thank you!!! Don’t forget to: Meet your loaned executives / account manager Gather your materials