1. Activity Representative Guidance Contribution Form to Final Report

2. Admin Support Tools for Success

3. Multi- Use Tool Nmcrsfundrive.org/ventura

4. Contacts Coordinator/Chair LTJG Medeiros – Email - nbvc.nmcrs.adfd@gmail.com Office Staff – Jeanne Marie Billiot/Director and Nicki Price/RSA – 805-982-4409 ventura@nmcrs.org

5. Pathway for Success 100% contact with ALL active duty personnel * Civilians / Reservists cannot be solicited, but may voluntarily contribute Start Early Store completed Contribution Forms in Secure location (PII) Review this training aid in its entirety. YOU are responsible for financial record keeping and submitting an accurate Activity Weekly Report on time!

6. 1st Step: Contribution Form Write Legibly & Press Hard to Transfer Carbon Copies

7. New this year -PDF Fillable You can Pre-Fill Command Info prior to emailing the pdf form Shipmates can fill, print, and turn in! – only one copy needed

8. Right Side of Contribution Form Fill out donation slips ahead of time with the persons name, rank, & command Write Legibly & Press Hard to Transfer Carbon Copies John H. Doe E-4 1 2 3 4 5 6 7 8 9 San Diego NRSW /00242 03 15 2019 $0.00 The Active Duty Fund Drive manual instructs that one form be completed by each sailor to ensure 100% contact.

9. John H. Doe E-4 1 2 3 4 5 6 7 8 9 San Diego NRSW / 00242 03 15 2019 Individual fills in contribution type. If contributing by Monthly Payroll Allotment 1) Select monthly amount or fill in Other $____ Minimum $1 monthly/must be whole dollars (1.00 not 1.25) 2) Input 12-Month Allotment Total (12x$__=$___) Ensure 12 month total is divisible by 12 3) Full SSN for Allotments 4) EAOS/ EOS (month/day/year) ___/___/___ 1) 2) 3) 4) $2.00 $24.004.00

10. John H. Doe E-4 1 2 3 4 5 6 7 8 9 San Diego NRSW / 00242 03 15 2019 Less than 12 months retention? List EAOS/EAS and number of months $2.00 $6.004.00 3 months4.00

11. John H. Doe E-4 1 2 3 4 5 6 7 8 9 NRSW / 00242 03 15 2019 Individual fills in contribution type. 1) If contributing by Check enter check $ contribution. 2) If contributing by Cash enter cash $ contribution. 3) If contributing Online with Credit Card enter $ contribution. www.nmcrs.org/ADFD (1 time or monthly recurring) Ask for the email confirmation www.nmcrs.org/ADFD Do not fill out SSN for Check/Cash/Online Contributions Do not record credit card numbers 4) Input Total Check, Cash, or Credit Card $ Contribution. 1) 4) 2) 3)

12. Contribution Form Key Person Ensures Form is Completely Filled Out Bottom Signatures Portion Individual Signs and Dates John H. Doe 15 Mar 2016 Key Person Signs

13. Contribution Form Ensure carbon copy transferred to Copy 2 & 3; Handwrite in if needed Copy 1 will go to PSD / Payroll Office (Original to DFAS) Copy 2 will go to Activity Chairperson Give Copy 3 to Individual (after thanking them of course) John H. Doe E-4 1 2 3 4 5 6 7 8 9 San Diego NRSW / 00242 03 15 2019 $0.00 $24.00 John H. Doe 15 Mar 2016 Lcdr Rob Atienza

14. 2 nd Step: Collection Logs (Form 2) Annotate donation from Contribution Forms on Collection Log (Form 2) Use ANNUAL (12x $__) Allotment amount, not monthly amount on Collection Log (Form 2) Place Contribution Forms in order as listed on Collection Log. Activity Chairperson will maintain in secure location for 2 years. – PII on Copy 2 of Contribution Form LCDR Rob Atienza NRSW San Diego YN3 John H. Doe 16Mar2016 $24.00 IS1 Adam R. Smith 1 Mar 2015 $120.00 0.00 144.00 0.00 (FORM 2) Mike Smith

15. Customized Log forms are OK Forms should include: Donor’s name – Cut and Paste from Alpha Roster Type of donation – Totaled Columns for – Cash – Credit Card – Allotment – Check

16. Keep cash & checks in a secure place DO NOT put in your personal account Put them on your log sheet Cash or Check donations Checks paid to: Navy-Marine Corps Relief Society Fund Drive Account

17. Support Navy-Marine Corps Relief Society with your phone in 4 easy steps What you need: - smartphone - credit card (AmEx, Discover, MasterCard, or Visa) 1) Go to https://donate.nmcrs.org/page/contribute/2016-active-duty-fund-drivehttps://donate.nmcrs.org/page/contribute/2016-active-duty-fund-drive or use your phone to scan the QR code above 2) Enter your information -Include your command's UIC number - Check the box to make a recurring contribution (donation will repeat monthly 12 times) 3) Click “DONATE” 4) Send the email confirmation to your command's Relief Society Rep That's it! You're supporting Sailors and Marines!

18. FAQS Do I need a slip for a $0 donation? – No, but you should annotate it on your log sheet The allotment form has the credit card box checked. How do I know if a credit card donation was made? – Have your shipmate forward their email confirmation to you for it to be reflected in the command total. What is a Fund Drive Event? – Any event a command holds to raise funds towards the ADFD. Dates are assigned to eliminate competition between commands. Target audience for events is active duty members.