Combined Federal Campaign Coordinator Training 1
www.dfwmetroplexcfc.org
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Jennifer Howard- Senior Director Matthew Thias- FTW Account
Manager Renee Griffin- Dallas Account Manger LaTonia Walker- FTW LE
Monique Jackson- Dallas LE LaDonna Roper- Downtown FTW LE Brendon
Ofori- Help Desk Andrea Ortiz- Speakers & Fairs Coordinator
Lori Jefferson- Operations Officer 2
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Campaign Briefing Commonly asked question Materials/ Resources
Video 4
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Office of Personnel Management (OPM) Sets policies and
procedures nationally Local Federal Coordinating Committee (LFCC)
Local Board of Directors comprised of local federal agencies.
Principal Combined Fund Organization (PCFO) Provides both campaign
and fiscal management. Loaned Executive (LE) Federal employee
volunteer. Charitable Organizations The Donor Campaign
Coordinators/ Key Workers 7
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Why not give directly to the charity? One buck isn't going to
change the world. I know of a local charity that would like to be
included in the CFC Charity list. 8
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What If I dont feel I can afford to give? I dont like feeling
pressured to give. How do I know that my pledge gets where I
intended it to go? 9
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About DFW CFC 10 One of the largest CFCs in the country One of
the lowest AFRs Over 9K contributors annually 2013-2014 Goal: 3.5
Million
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Charity Lists Pledge Cards Posters Thermometers Material
Request Form Speakers Request Form Donor Gift Order Form 11
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WWW.DFWMetroplexcfc.org 12
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Meet Bill 13
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Presentation by Ashley Walsh/ Kim Bailey Community Health
Charities of Texas 14
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Presentation by Marti Lawrence/ Andrea Ortiz 15
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10 minutes *Bathroom* *Complete Material Request Forms* 19
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20 Pledge Card Training
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PAYROLL DEDUCTION 21 Doe John P Social Security Administration
/ Ft Worth 123-45-6789 624 Six Flags Drive # 216, Arlington, TX.
76011 817 123 - 4567 100.00 2600.00 1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4
5 6 7 8 650.00 x x 123 Connor Drive # 21 Fort Worth, TX. 76011
[email protected] 09/01/2012 x 11. Optional Information 1. Name 2.
Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5.
Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9.
Charity Code 10. Annual Amount 12. Sign & Date a) Incentive
awards check box b) Information release
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PAYROLL DEDUCTION Calculation Errors 22 Doe John P Social
Security Administration / Ft Worth 123-45-6789 624 Six Flags Drive
# 216, Arlington, TX. 76011 817 123 - 4567 19.23 500.00 1 2 3 4 5 2
3 4 5 6 250.00 x x 123 Connor Drive # 21 Fort Worth, TX. 76011
[email protected] 09/01/2012 $500.00 / 26 = $19.23 $19.23 * 26 =
$499.98 Example : 13. Double Check The Calculations 1 2 3 4 5249.99
$499.98 x 249.99 2 3 4 5 6 11. Optional Information 1. Name 2.
Military / Civilian 3. Agency / Location 4. SSN # or Emp. ID # 5.
Address 6. Work Phone # 7. Paycheck Allotment 8. Total Gift 9.
Charity Code 10. Annual Amount 12. Sign & Date
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CASH or CHECK 23 Doe John P Social Security Administration / Ft
Worth 624 Six Flags Drive # 216, Arlington, TX. 76011 817 123 -
4567 1 2 3 4 5 2 3 4 5 6 3 4 5 6 7 4 5 6 7 8 650.00 x x 123 Connor
Drive # 21 Fort Worth, TX. 76011 [email protected] 2600#1947.00
09/01/2012 x 1. Name 2. Military / Civilian 3. Agency / Location 4.
Address 5. Work Phone # 6. Cash / Check Amount 7. Check # Make
checks payable to the Combined Federal Campaign 8. Identify Cash /
Check Do Not Separate Cash/Check from Pledge Cards 9. Date of
Contribution 10. Charity Code 11. Annual Amount 12. Optional
Information 13. SSN# and Signature Box LEAVE BLANK
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Every Donor Gift 25
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Philanthropist Award $650-$4999 ($25.00 Per Pay Period) 26
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Eagle Award $5000 & Above ($200.00 Per Pay Period) 27
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28 Envelope Training & Accounting Practices
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Schedule time for your pick-ups Keep Copies- 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 cashiers 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 and number each pledge form. (ex: 1 of 3, 2 of 3, 3 of
3) 29
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Payroll Deduction Envelope 30 Social Security Administration /
Ft Worth 624 Six Flags Drive #216 TarrantTX76011 Jane Doe
[email protected] Name of Campaign Coordinator (CC)
817-123-5678 campaign.coordinator @yahoo.com 10 $2600.00 09/01/2012
1. Fill out envelope completely Do not include cash/check pledges
2. Federal Agency Info Box Agency Name / Location Complete Address
County, State, Zip Code Name of Keyworker (if applicable) Phone #
of Keyworker Email of Keyworker Name of Coordinator Phone # of
Coordinator Email of Coordinator 3. Audit Box Completed with CC and
CFC Staff Total # of Pledge Forms Total $ Amount of Pledges
Signature and Date of CC and CFC Staff 4. Seal and Initial Envelope
Together 5. Make a Photocopy of Envelope 6. Audit Box Fiscal
Manager Verify Total # of Pledge Forms Verify Total $ Amount of
Pledges Signature of Fiscal Manager and Sr. Director 10 2600.00
09/03/2012 7. Process Deposit
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31 Social Security Administration / Ft Worth 624 Six Flags
Drive #216 TarrantTX76011 Jane Doe [email protected]
Name of Campaign Coordinator (CC)
[email protected] 10 $2600.00 09/01/2012
09/02/2012 11 3000.00 * Error in addition, corrected to reflect new
totals. 1. Fill out envelope completely Do not include cash/check
pledges 2. Federal Agency Info Box Agency Name / Location Complete
Address County, State, Zip Code Name of Keyworker (if applicable)
Phone # of Keyworker Email of Keyworker Name of Coordinator Phone #
of Coordinator Email of Coordinator 3. Audit Box Completed with CC
and CFC Staff Total # of Pledge Forms Total $ Amount of Pledges
Signature of CC and CFC Staff 4. Seal and Initial Envelope Together
5. Make a Photocopy of Envelope Envelope Errors 6. Envelope
Correction Total # of Pledge Forms Total $ Amount of Pledges
Signature of Fiscal Manager and Sr. Director Note of Changes Made
Initials of the Fiscal Manager Initials of the SR. Director Email
Corrected Envelope to the CC 8. Process Deposit
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Social Security Administration / Ft Worth 624 Six Flags Drive
#216 Tarrant TX76011 Jane Doe 817-123-4567 [email protected] Name
of Campaign Coordinator (CC) 817-123-5678
[email protected] 10 20 100.00 200.00 09/01/2012
Cash/Check Envelope 1. Fill out envelope completely Do not include
payroll pledges 2. Federal Agency Info Box Agency Name / Location
Complete Address County, State, Zip Code Name of Keyworker (if
applicable) Phone # of Keyworker Email of Keyworker Name of
Coordinator Phone # of Coordinator Email of Coordinator 4. Audit
Box Completed with CC and CFC Staff Total # of Check Pledge Forms
Total $ Amount of Check Pledges Total # of Cash Pledge Forms 5.
Seal and Initial Envelope Together 6. Make a Photocopy of Envelope
Total $ Amount of Cash Pledges Total # of Pledge Forms Total $
Amount of Pledges Signature of CC and CFC Staff 7. Audit Box Fiscal
Manager 8. Process Deposit 10 20 100.00 200.00 09/02/2012 3. Do Not
Separate Cash/Check from Pledge Cards Total # of Check Pledge Forms
Total $ Amount of Check Pledges Total # of Cash Pledge Forms Total
$ Amount of Cash Pledges Total # of Pledge Forms Total $ Amount of
Pledges Signature of CC and CFC Staff 32
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Types Jeans Day Taco Bar Silent Auctions Golf Tournaments Get
Creative Things to know Funding sources In kind donations Tax
Receipts Food Directive Ethics Officers 33
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Fundraiser / Special Event Cash or Check 34 Name of Fundraiser
/ Special Event Social Security Administration / Ft Worth 624 Six
Flags Drive # 216, Arlington, TX. 76011 817 123 - 4567 9 9 9 9 9
1150.00 09/01/2012 1. Name of Event 2. Agency / Location 3. Address
4. Work Phone # 5. Cash / Check Amount 6. Make All Checks Payable
to the Combined Federal Campaign 7. Identify Cash/Check Multiple Do
Not Separate Cash/Check from Pledge Cards 8. Date of Contribution
9. Charity Code 10. Annual Amount 11. SSN# and Signature Box LEAVE
BLANK Multiple
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Social Security Administration / Ft Worth 624 Six Flags Drive
#216 Tarrant TX 76011 Jane Doe 817-123-4567 [email protected] Name
of Campaign Coordinator (CC)
[email protected] Silent Auction
09/01/2012 1 1 2 100.00 200.00 09/01/2012 Fund Raiser/Special Event
Envelope 1. Fill out envelope completely Do not include payroll
pledges 2. Federal Agency Info Box Completed by CC Agency Name /
Location Complete Address County, State, Zip Code Name of Keyworker
(if applicable) Phone # of Keyworker Email of Keyworker Name of
Coordinator Phone # of Coordinator Email of Coordinator 5. Audit
Box Completed with CC and CFC Staff Total # of Check Pledge Forms
Total $ Amount of Check Pledges Total # of Cash Pledge Forms 6.
Seal and Initial Envelope Together 7. Make a Photocopy of Envelope
Total $ Amount of Cash Pledges Total # of Pledge Forms Total $
Amount of Pledges Signature of CC and CFC Staff 8. Audit Box Fiscal
Manager 9. Process Deposit 3. Do Not Separate Cash/Check from
Pledge Cards Total # of Check Pledge Forms Total $ Amount of Check
Pledges Total # of Cash Pledge Forms Total $ Amount of Cash Pledges
Total # of Pledge Forms Total $ Amount of Pledges Signature of CC
and CFC Staff 1 1 2 100.00 200.00 09/02/2012 4. Name of Fundraiser
/ Special Event 35
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Lunch! 12:00-12:30 36
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YOU Make it Possible Your Role/ Responsibilities (How to be an
effective Coordinator) 37
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41 Exercise
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Exercise 44
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*Closeout/Pledge* *Gather your materials* *Debrief with your
account manager* 48
