myPay Giving Platform ECC & Keyworker Training

1. myPay Giving PlatformECC & Keyworker Training 2014

2. Giving Method – myPay • Pledge Collection & Reporting • PII & OSI Security • Q&A Overview: Thank you for partnering with the CFC! 2

3. Online Giving • CFC is moving towards 100% online giving • Why: • Increased donor confidentiality • Reduced administrative workload • Reduced possibility of administrative errors associated with paper pledge form processing • Reduces campaign costs • Fewer donor dollars spent on overhead and more donor dollars directed to CFC-supported charities 3

4. Tools • CFC Website: www.rockymountaincfc.org • Searchable Charity Database • Links to online giving sources ( NEXUS, EEX, myPay) • PDF Brochure Fill in Pledge Form • All Support materials • Speakers’ List for Charity Speakers at group presentation • Template E-Blasts • All Training materials • Links to OPM • Links to CFC National Foundation Website Solicitation Tools Thank you for partnering with the CFC! 4

5. Giving Methods Reoccurring Gift: • Payroll Deduction – 90% of campaign • myPay • DoD Military and Active Duty Civilians • Independent Defense Agencies • EPA, Dept of Energy, HHS, VA • Nexus Payroll Deduction – All Personnel Thank you for partnering with the CFC! 5

6. Pledging Materials www.Rocky Mountaincfc.org Get Your Give ON-Line One time credit card, cash or check __ __ __ __ __ __ __ __ __ __ Turn in the portion of form to Keyworker Reoccurring Payroll deduction Installation: ___________________ Donor: _____________________ Unit Name: ____________________ Unit Code: __________________ Gift Level: General Patriot (one hour’s pay per pay period) Hero(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Rocky Mountain CFC Get Your Give ON-Line Online Giving Flyer Online Appreciation Award Confirmation 6 Thank you for partnering with the CFC!

7. Pledging Online CFC Website: www.rockymountaincfc.org To practice: https://emssdemo.dfas.mil/MYPAY.ASPX Login ID 999999991, Password Xma$1225

8. Pledging • myPay Online: Payroll deduction only • MyPay ePledge allows military and civilian personnel to establish a CFC allotment within the CFC open season • Rocky Mountain CFC Website links to myPay • myPay Overview • Login: https://mypay.dfas.mil/mypay.aspx • Select CFC option • Search for charities • Pledge • Confirmation Thank you for partnering with the CFC! 8

9. Pledging • Ways to Contribute • myPay - The platform will be used until national systems are introduced by OPM in the future. • DOD • Military • Civilian • Others • Veterans Administration • Executive Office of the President • Dept of Energy • Health and Human Services • Broadcasting Board of Governors • myPay - Used across three payroll systems: • DCPS (Civilians) • DJMS (Army, Navy and Air Force) • MCTFS (Marines) Thank you for partnering with the CFC! 9

10. myPay Pledging Combined Federal Campaign on Main Menu Thank you for partnering with the CFC! 10

11. myPay Pledging Donor selects “Add New Contribution” Thank you for partnering with the CFC! 11

12. myPay Pledging Key Training Point The screen will ONLY be shown to active duty Army, Navy, and Air Force Personnel . Those donors must be provided their 4-digit Campaign Code (0106) All other donors’ campaign information will be automatically populated Thank you for partnering with the CFC! 12

13. myPay Pledging Entering an invalid campaign code will result in an error message; Enter 0141 Thank you for partnering with the CFC! 13

14. myPay Pledging • Active duty Army, Navy, and Air Force personnel must “Confirm Campaign” prior to continuing • Other donors will not see this screen Norcal Region 0106 14

15. myPay Pledging 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 15 Thank you for partnering with the CFC!

16. myPay Pledging Donors can search for charities in multiple ways: 5-digit Charity Code, Charity Name, Type of service or AFR %. 16 DoD recommendation – Use charity search on website and simply use myPay for transaction

17. myPay Pledging Donors can search for charities in multiple ways: 5-digit Charity Code, Charity Name, Type of service or AFR %. 17 DoD recommendation – Use charity search on website and simply use myPay for transaction

18. myPay Pledging The donor can search for a specific charity by name. 18 DoD recommendation – Use charity search on website and simply use myPay for transaction

19. myPay Pledging The donor can search for a charity by service type 19 DoD recommendation – Use charity search on website and simply use myPay for transaction

20. myPay Pledging 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 20 DoD recommendation – Use charity search on website and simply use myPay for transaction

21. myPayPledging Key Training Point Donor can select a maximum of 30 charities. Donors wishing to designate more than 30 charities should use paper pledge forms 21 DoD recommendation– Use charity search on website and simply use myPay for transaction

22. myPay Pledging The donor enters the per pay period or per month donation amount 22 Thank you for partnering with the CFC!

23. myPay Pledging Balance remaining is automatically calculated Donor has the option to continue or add / delete charities 23 Thank you for partnering with the CFC!

24. myPay Pledging Key Training Point For an organization’s pledges to be properly credited the donor MUST enter the Command/Unit or Federal Agency/Office Code Codes are provided as a link on the online pledging page of the Rocky Mountain CFC website Check the appropriate link, find your code, enter here Pledge summary is displayed; undesignated funds are automatically calculated and displayed Unit Codes provided website: http://www.metrodenvercfc.org/_root/index.php?content_id=5213 24

25. Pledging Final review and opportunity for donor to confirm intent Thank you for partnering with the CFC! 25

26. Pledging Donor receipt copy. Up to five charities are listed on Page 1 Thank you for partnering with the CFC! 26

27. Pledging Additional donation information Thank you for partnering with the CFC! 27

28. Pledging Key Training Point Donor can view print PDF pledge form for recordkeeping. Donor will complete epleding flyer pledge confirmation form Key Training Point No forms will be submitted to Keyworker. Donor can view print PDF pledge form for recordkeeping. Thank you for partnering with the CFC! 28

29. Online Incentive Award • Recognition Coin Awarded using online giving platforms in addition to giving level gifts Thank you for partnering with the CFC! 29

30. PCFO Tracking Form Provided for ECCs & Keyworkers • Each KeyWorker keeps a list of their 25 co-workers with a check box of what gift that donor requests and whether or not they have received it • Keyworkers submit contribution envelopes and gift tracking ledger to ECC/IPO or finance officer • Keyworkers also submit thank you gift ledger electronically to ECC/IPO or finance officer • ECC/IPO or finance officer cuts and pastes keyworker ledger info onto master gift tracking ledger Donor Appreciation Award Tracking Thank you for partnering with the CFC! 30

31. Donor Appreciation Award Tracking Get Your Give ON-Line One time credit card, cash or check Reoccurring Payroll deduction Federal Agency: ____________________________ Donor: _____________________________ Unit Name: ________________________________ Unit Code: __________________________ Please Check if Applicable (note: if preferred, you can choose an item from a lower category or if you choose to decline your gift check here:  I prefer not to receive a donor appreciation gift. Gift Level:  Eagle Club ($1,000 - $1,499) 2014 US Mint Quarter Set  Leadership Circle ($1,500 - $2,499) 2014 US Mint Presidential Dollar Set  Mile High Giver ($2,500+) 2014 US Mint Proof Set Provided online for donor to print out and submit 31

32. Donor Appreciation Award Tracking Ledger Thank you for partnering with the CFC! 32

33. Turn-In Flow Chart There may be a Unit Project Officer (UPO) in larger agencies if desired LE or PCFO Hub Administrator 33 Thank you for partnering with the CFC!

34. KeyWorker Turn-In Pledge Preparation Collect pledges weekly • myPay thank you gift confirmation form collection ONLY • Collect and verify forms: • Ensure donor’s name and e-mail address is included • Ensure unit/office code is completed • Ensure gift request is completed • Report number of gifts requested on report envelope • Do not collect donor pledge confirmation e-mail 34

35. Key Worker Turn-In Donor Gift Request Form Installation: ____________________________ Donor: _____________________________ Unit Name: ____________________ Unit Code: __________________________ Gift Level: General Silver (one hour’s pay per pay period) Gold(two hour’s pay per pay period) Eagle Silver Eagle Golden Eagle I prefer not to receive a donor appreciation gift. Campaign ReportingTraditional form gift requests, Nexus, EEX & myPay award appreciation confirmation forms are collected and recorded on the envelope. Thank you for partnering with the CFC! 35

36. Key Worker Turn-Ins Thank you for partnering with the CFC! 36

37. Department/Unit Project Officer Turn-In ECC or IPO Collection from Department or Unit POC • If collecting from larger organizations that have multiple departments, offices, units or even shifts (sub-sections), the DPO or UPO will track and turn in those pledges by the corresponding subsection. (ie HR, Finance, Customer Service etc. or Squadron 1, Squadron 2 etc) This ensures proper credit to each part of that organization AND if donor information has to be verified, it provides for a contact closer to the donor to validate. • Each of these subsectionsshould have envelope tracking 1 of 4, 2 of 4, 3 of 4, 4 of 4 on the reporting envelope, which would then be rubber banded together by the DPO or UPO. • ECC / IPO or designated Finance officer will record multiple envelopes on organization ledger & turn-in to PCFO. 37

38. 1. OIG tracking • All pledge envelopes must be accounted for at all times • If pledge envelopes were to be misplaced, the ECC/IPO would know from the ledger what envelopes were unaccounted for • If the PCFO were to misplace envelopes the hub director could go back to the Ledger to track the date of the turn-in. Why do I have to do All of This Thank you for partnering with the CFC! 38

39. Solicitation Conclusion • Electronic Giving turned off COB Dec 15 (regulations) • All Contributions Received by DPO or UPO: December 16 • Ensure CFC Staff has your totals for Awards • Final Turn-ins scheduled with PCFO Dec 16 – 20 • Ensure CFC Staff has your totals for Awards • Final Turn-Ins scheduled with PCFO Dec 16- 20 • Ensure Donors receive appreciations awards Thank you for partnering with the CFC! 39

40. Q&A: Questions? Thank you for partnering with the CFC! 40

41. Thank you for leading the campaign 2014